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This document is a merging of numerous academic library handouts, see RefWorks, Mendeley and Zotero 1
Dean Giustini, UBC Biomedical Branch Librarian, Fall 2010
RefWorks: http://hlwiki.slais.ubc.ca/index.php/Bibliographic_citation_software
• citation management tool, widely-used in academic libraries in Canada, and web-based
• Byline is: “Your online research management, writing and collaboration tool…”
• accessible from any web-connected computer so you can create a personal database
• import and store citations, format bibliographies and import citations from RSS feeds
• link to files (e.g., PDFs, word documents, Excel spreadsheets)
• add new citations by importing or manual entering; share citations for collaborative projects
• Go to: http://bit.ly/4r9wVA and “Sign up for an individual account”
Interface overview
• References: add references with pull-down menu
• Search: search for citations by access point (i.e. author, descriptor, journal name)
• View: view your Folders
• Folders: view, edit or delete Folders
• Bibliographies: create bibliographies
• Tools: download plugins e.g. RefGrabIt and Write-N-Cite
This document is a merging of numerous academic library handouts, see RefWorks, Mendeley and Zotero 2
Dean Giustini, UBC Biomedical Branch Librarian, Fall 2010
Creating & organizing features:
• Select Folders and choose Create …
• Give your folder a name; rename or delete as necessary
Importing references:
• Search PubMed and select some citations
• Choose Send to and select File MEDLINE
• Save file as pubmed_result.txt (use “Send to” “File” option)
• In Refworks click on References …then Import
• From Import Filter/Data Source pull-down menu, select “NLM Pubmed”
• Create Folder you want to add references to import pubmed_result.txt file
• Use RefGrab-It to capture webpage content.
• Download plugin within RefWorks under “Tools”
Zotero: http://hlwiki.slais.ubc.ca/index.php/Zotero_-_open-source_citation_management
• A non-commercial, open source, extensible web-based social media tool (shareware really)
• Byline: "See it. Save it. Sort it. Search it. Cite."
• download Firefox plugin: http://www.zotero.org; Zotero sits at bottom of browser, far right
• enhances ability to be social through new Zotero Groups
• annotate, tag and organize citations; use notetaking with autosave for enhanced descriptions
• gather, organize and cite sources (papers, fulltext pdfs, web pages, images & other objects)
• use Collections and Groups to store and share items
• to start Zotero on your desktop, click the icon in the lower right of Firefox browser
• Preferences allows you to install plugins to search text of PDFs and add metadata
This document is a merging of numerous academic library handouts, see RefWorks, Mendeley and Zotero 3
Dean Giustini, UBC Biomedical Branch Librarian, Fall 2010
Interface overview:
• iTunes-like interface “window pane” appears at the bottom of your Firefox browser; collections
and groups are listed on the left; titles are in the center; metadata at the right column
• “My Library” (left column) contains ALL items; click a folder to see citations in that folder
• Add Notes and Tags to individual items
Searching:
• Use basic search or advanced via magnifying glass icon; search text, tags, terms, etc.
• Save searches by clicking magnifying glass icon and clicking on “Save Search”
Adding attachments
• Example: Highlight an item in the middle column, right click and choose “Add
Attachment/Attach Stored Copy of File.”
This document is a merging of numerous academic library handouts, see RefWorks, Mendeley and Zotero 4
Dean Giustini, UBC Biomedical Branch Librarian, Fall 2010
Create bibliographies in Zotero
• download Zotero plug-in for word processing to add citations while you write
• create bibliographies: highlight references and right click; choose Generate Bibliography
from Selected Items and select style type needed
• Choose Copy to Clipboard and paste the bibliography into a document
• Choose Preferences/Advanced to access fulltext
Mendeley: http://hlwiki.slais.ubc.ca/index.php/Mendeley_-_Manage,_Share_%26_Discover_Research
• Free, cross platform reference & document manager (free to use but not open source)
• Byline: “Organize research, collaborate and discover new knowledge…”
http://www.mendeley.com/
• Two parts: downloadable desktop application & web interface (hosted at Mendeley)
• Easy import, index, annotation, collaboration and backup for your documents
• Citations created with metadata in pdf files; imports documents and extracts metadata
• Create Collections to store documents and citations; share with others
• Plugins for creating bibliographies and scraping webpages; web snapshot feature
• LastFM-like but a research network of other users to share and discover ideas
• Share references, and engage in collaborative tagging of documents
This document is a merging of numerous academic library handouts, see RefWorks, Mendeley and Zotero 5
Dean Giustini, UBC Biomedical Branch Librarian, Fall 2010
Import to Mendeley
This document is a merging of numerous academic library handouts, see RefWorks, Mendeley and Zotero 6
Dean Giustini, UBC Biomedical Branch Librarian, Fall 2010