1. Making Sense of a Pile of PDFs
Digital Workflows, Citation Management, and Tools to Simplify Your Research Process
Lauren Pressley, Director of the UW Tacoma Library March 2, 2016
2. Agenda
Overview of the issue
Zotero
Refworks
Mendeley
Endnote
Sente
Wrap-up
4. Citation Managers
What are they?
Supports a variety of citation styles and can insert citations in Word or Open Office
Create lists of works cited
Organizes PDFs and files for future use and reference
More work to set up, saves time in long run
5. Things to Consider
Does your department or discipline have a preference?
What capabilities are you looking for?
What interface do you like best?
Do you have a software or browser preference, and how would that impact your options?
6. What you’ll get out of today’s session
A general overview of several tools
A glimpse at interfaces and workflows
(Hopefully!) A direction for what to investigate further
8. Zotero Process
Find articles
• From a database, on
the web, etc
Add to citation
manager
• Click browser plugin
Modify within
the manager
• Edit fields, interact with PDFs,
etc
Insert citations
• Using plugins, add citations in Word or
Google Docs
9. Zotero: The Experience
Free
Web Based
Can access and edit offline
Open Source
Mobile and Apps
Supported by the UW Libraries
10. Zotero: The Functionality
Enter in-text citations offline
Insert citations into Google Docs
Attach up to 300MB files (pay for additional)
Attach web page or screen captures
Addon to edit PDFs within program
15. Refworks Process
Find articles
• From a database, on
the web, etc
Add to citation
manager
• Click browser plugin
Modify within
the manager
• Edit fields, interact with PDFs,
etc
Insert citations
• Using plugins, add citations in Word or
Google Docs
16. RefWorks: The Experience
Free (UW license)
Web Based—only
Owned by ProQuest
Mobile, though no Apps
Supported by the UW Libraries and the UW Tacoma Library
22. Mendeley Process
Upload PDFs
• Or you can add from a
database, on the web,
etc
Add to citation
manager
• Click browser plugin
Modify within
the manager
• Edit fields, interact with PDFs,
etc
Insert citations • Using plugins, add citations in Word
23. Mendeley: The Experience
Free
Web Based
Owned by Elsevier
Mobile and Apps
Supported by the UW Libraries
24. Mendeley: The Functionality
Enter in-text citations offline
Attach up to 2G files (pay for additional)
Edit PDFs within program
30. EndNote Process
Find Articles
• From a database, on
the web, etc
Add to citation
manager
• Click browser plugin
Modify within
the manager
• Edit fields, interact with PDFs,
etc
Insert citations • Using plugins, add citations in Word
31. EndNote: The Experience
Web
Free (UW license)
Web Based
Owned by Thomson Reuters
Mobile
Supported by the UW Libraries
Desktop
$249.95
Installed software
Owned by Thomson Reuters
App
32. EndNote: The Functionality
Web
Insert citations into Google Docs
Attach files (2G)
Desktop
Enter in-text citations offline
Insert citations into Google Docs
Attach files
Edit PDFs within program
39. Sente Process
Upload PDFs
• Manually add citation
information OR search
in Sente
Add to citation
manager
• Click browser plugin
Modify within
the manager
• Edit fields, interact with PDFs,
etc
Insert citations,
quotes, etc
• Using plugins, add citations in Word
40. Sente: The Experience
Free (up to 100 references)
Apple-based only
Can access and edit offline
Owned by Third Street Software
Apps
41. Sente: The Functionality
Enter in-text citations offline
Attach files
Attach web page or screen captures
Edit PDFs within the program