Flow, RefWorks, Mendeley, Zotero

Citation Management Tools for Research

Objectives

Review the Basic functions of a Citation Manager

Apply the Basic Functions in Different Tools for Citation Management

Practice Transferring Data from one Citation Manager to Another

Basic Citation Management Functions

Save Citation Data and Files

Manual Entry

Database Import

Web Scraping

Create Bibliographies and Format In-text Citations through Word Processor Integration (typically MS Word)

Create Customized Styles

Share Citation Data and Files

RefWorks

Database Imports from Major Sources Like Google Scholar, EBSCO, ProQuest, and Web of Science

Web Scraping Function Works Best with Google Scholar (Not Recommended) and PubMED (Recommended)

Well-Developed Menu for Creating Customized Styles

Sharing Function Does Not Support Group Creation

Cannot Cite from Shared Folders

Flow

Database Import not Supported in Most Sources Flow Relies on Webscraper and PDF Metadata to Save Data

Web Scraper Functions best in ProQuest databases, Google Scholar, and PubMED Web Scraper will Sometimes Capture PDFs

Does Not Have a Menu for Customizing Citation Styles Can Import Custom Styles from RefWorks

Sharing Function Does Not Support Group Creation Can Cite from Shared Folders

Has a Plug-in For Google Docs

Mendeley

Database Import Not Supported in Most Sources.

Mendeley Relies on Webscraper and PDF Metadata to Save Data

Can make use of EBSCO’s RIS export

Creating Custom Styles Requires Use of a Separate Application: CSL (Citation Style Language) Editor

Sharing Function Supports the Creation of Groups

Supports Integration with Open Office as well as MS Word

Zotero

Database Import Not Supported in Most Sources Zotero Relies on a Large Library of Custom-Scripted Webscrapers

to Save Data.

Can Use EBSCO’s RIS Export

Creating Custom Styles Requires Use of a Separate Application: CSL (Citation Style Language) Editor Existing styles may be imported from

https://www.zotero.org/styles/

Sharing Function Supports the Creation of Groups

Supports Open Office Integration and offers a wide variety of Add-ons for enhanced functionality

Transferring Citation Data

Exporting and Importing RIS Files

Use Built-In Data Integration/Direct Import Features

Zotero => Mendely

RefWorks => Flow

Mendely => Flow

EndNote (version 8 or higher) => RefWorks

Important steps when using Zotero on shared computers:

1. Click the gear to open “preferences”

Important steps when using Zotero on shared computers:

2. Select the “Advanced” menu

3.Select the “Files and Folders” Section

4. Select “Show Data Directory”

Important steps when using Zotero on shared computers:

5. Locate the “zotero.sqlite” files, close Firefox, and delete

the files.

Important steps when using Zotero on shared computers:

7. Restart Firefox and open the Zotero preferences

“Sync” menu.

8. Enter your Zoterousername and

password

10. If you have many attachments in your library, you might choose not to

sync attachements, or “Download files as needed” in order to sync more

quickly

Important steps when using Zotero on shared computers:

11. Click on this “Sync” button to download your Zotero library from Zotero’s

server

Important steps when using Zotero on shared computers:

12. When you finish using the computer, be sure to

delete your username and password from the Zoteropreferences “Sync” menu.

Important steps when using Zotero on shared computers:

13. If you are concerned about your privacy, or as a courtesy to other users, re-open the data directory and

delete your data.

Important steps when using Mendeley on shared computers:

Select “Reset Mendeley Desktop” if there is data in Mendeley when you open it.

Select “sign out” when you finish.