Citation Management

REFWORKS

ENDNOTE

ZOTERO

MENDELEY

Cost

• Not supported by Dalhousie after April 2020

• Cost for full version
• Limited version freely available

• Free
• Optional cost for upgraded storage²

• Free
• Optional cost for upgraded storage and collaborative features²

Mac and PC Compatibility

• Fully compatible¹

• Fully compatible

• Fully compatible¹
• Linux compatible

• Fully compatible¹

Web-Based

• Fully web-based

• Web-based component optional
• Available with purchase (EndNote Web)¹

• Web-based
• Desktop standalone client available (browser independent)

• Web-based
• Optional desktop component available¹

Mobile Compatibility

• Mobile compatible website¹

• Apple iPad app available¹

• Non-Zotero apps with Zotero compatible (third-party)

• Apple iPhone and iPad apps available ¹
• Non-Mendeley apps with Mendeley compatibility available (third-party)¹

MS Word Integration

• Full integration with MS Word with download of Write-N-Cite utility¹

• Full integration with MS Word¹
• Full integration with OpenOffice¹

• Full integration with MS Word¹
• Full integration with OpenOffice¹

• Full integration with MS Word¹
• Full integration with OpenOffice¹

Duplicate Record Detection

• Available¹

• Available¹

• Coming in future version¹

• Available, but with limited functionality¹

Web-Page Capture

• Capture web-pages with download of RefGrab-It utility¹

• Captures web-pages¹

• Captures web-pages and retrieves available citation information¹

• Captures web-pages and retrieves available citation information¹

Sharing Enabled

• Sharing possible via database and folder sharing¹

• Sharing possible with purchase of EndNote Web¹

• Sharing possible via groups and database sharing¹

• Extensive sharing options available (some at a cost)¹

Journal Title Abbreviation Recognition

• Recognition and/or implementation of title abbreviations available for many journal titles

• Title recognition available in paid version only²
• 12 publishers’ lists available to all users²
• Additional lists can be imported as needed²

• Recognition of titles abbreviations listed in Medicus (MEDLINE)²

• Title recognition available in recent versions²

Links to PDFs and Other Materials

• Links to open URLs
• Links to URLs of articles available through UNB as long as access is maintained

• Links to up to 45 files per record²
• Allows 1 image (in ‘Figure’ field)²

• Links to open URLs²
• Attachment enabled
• Web snapshots enabled²

• Links to open URLs²
• Attachment enabled (up to 2GB per account)²

PDF Citation Retrieval

• Retrieves citation information from some PDFs
• Limited Success

• Retrieval available in paid version only²
• Retrieves citation information from DOI and PubMed PDFs only²
• Limited success²

• Retrieves citation information from PubMed PDFs only²
• Limited success²

• Retrieves citation information from PubMed PDFs only²
• Limited success²

Allows Annotation of PDFs

• Does not allow annotations of PDFs

• Annotation available in paid version only
• Annotation enabled in ‘notes’ field²

• No annotation in-software²
• Will sync PDFs annotated in other software²

• Annotation enabled²

Full-Text Search of PDFs

• Full-text PDF search available as option during searches

• Search available in paid version only²
• Full-text PDF search available in recent versions²

• Full-text PDF search available in recent versions²

• Full-text PDF search available in recent versions²

Citation Export (from databases)

• Export available

• Export available²

• Export available

• Export available²

Record Sorting Options

• Records may be sorted by many of the available fields

• Free version: Sort records by author, title, or year²
• Paid version: Sort records by any field²

• Sort records by any available field²

• Sort records by any available field²

Record Searching Options

• Search record by any available field

• Free version: Search records by author²
• Paid version: Search records by any field²

• Search records by any available field

• Search records by author, title, publication name, year, and notes

Software Difficulty Level

• Average³

• Average

• Relatively easy³
• Some ‘quirks’³

• Relatively easy³

Best Features

• Highly collaborative⁴
• Good for management of large record sets⁴

• Highly customizable⁴
• Good for management of large records sets⁴

• Very user-friendly
• Web-capture of citation data
• Ease of resource adding

• Very user-friendly
• Orientation towards frequent use of PDFs
• Ease of resource adding

Disadvantages

• Login protocols more complicated than Zotero and Mendeley⁴
• Importing resources is complicated⁴
• Favours ‘traditional’ resources⁴
• Search of record sets is strong, but in-text searching is not enabled⁴

• High dependence on the ‘home’ computer⁴
• Initially hard to learn
• Importing resources is complicated⁴
• Favours ‘traditional’ resources⁴

• Somewhat difficult to manage large records sets⁴

• Does not recognize non-PDF resources (like books and audio-visual materials)⁴