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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
Agenda
 Overview of the issue
 Zotero
 Refworks
 Mendeley
 Endnote
 Sente
 Wrap-up
Overview
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
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?
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
Zotero
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
Zotero: The Experience
 Free
 Web Based
 Can access and edit offline
 Open Source
 Mobile and Apps
 Supported by the UW Libraries
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
Homescreen
Input data
Citing in a document
RefWorks
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
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
RefWorks: The Functionality
 Insert citations into Google Docs
 Attach up to 100MB files
Homescreen
Input data
Citing in a document
Mendeley
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
Mendeley: The Experience
 Free
 Web Based
 Owned by Elsevier
 Mobile and Apps
 Supported by the UW Libraries
Mendeley: The Functionality
 Enter in-text citations offline
 Attach up to 2G files (pay for additional)
 Edit PDFs within program
Homescreen
Input data
Input data (with magic!)
Citing in a document
EndNote
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
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
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
Homescreen
Input data
Citing in a document
Interesting Feature: Match
Interesting Feature: Connect
Sente
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
Sente: The Experience
 Free (up to 100 references)
 Apple-based only
 Can access and edit offline
 Owned by Third Street Software
 Apps
Sente: The Functionality
 Enter in-text citations offline
 Attach files
 Attach web page or screen captures
 Edit PDFs within the program
Homescreen
Input data
Citing in a document
Agenda
 Overview of the issue
 Zotero
 Refworks
 Mendeley
 Endnote
 Sente
 Wrap-up
Find Out More
Other Things to Consider
 Online file storage
 PDF markup software
 Would sessions on those topics be useful?
Questions? Comments?
Get in touch! pressley@uw.edu

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