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Research Management and Citation

Before beginning your research, you will want to select at least one bibliographic tool that will help you organize your research and citations and format your papers and bibliography. All of the information below, except for Zotero, can also be found here: http://www.library.yale.edu/cite/ . For additional training, please visit the University Library's Research Instruction Program calendar of Refworks, EndNote and Zotero events here.  If you are a law student interested in case management for a clinic or class, you may also want to explore CaseMap.
 
RefWorks

  • RefWorks is a subscription and web-based citation management tool that Yale affiliates can use free-of-charge
  • Click here for more details about RefWorks including features and how to create an account

EndNote Web

  • EndNote Web is a subscription and web-based citation management tool that Yale affiliates can use free-of-charge
  • Click here for more details about EndNote Web including features and how to create an account

EndNote

  • This tool must be purchased by the individual 
  • Click here for more details about EndNote

 

Zotero

  • Zotero is a free, open access extension that runs in the Firefox broswer
  • Zotero combines the citation management features of programs such as Refworks and Endnote with a number of other features helpful to researchers, including:
    • the ability to save webpages and attachments in your Zotero account
    • the ability to annotate saved web documents
    • the ability to tag and share items in your Zotero account
  • Check out Zotero’s online tutorials

EndNote v. EndNote Web v. RefWorks v. Zotero

The Usability Comparisons mentioned above are reproduced below, with minor additions:

 

Compare Features

EndNote

EndNote Web

RefWorks

Zotero

Cost

Academic pricing is approximately $90. Available for sale from Yale University E-portal, and other places where software is sold.

No charge for Yale community.

You must login from a computer connected to the Yale network at least once every three months to maintain your account.

No charge for Yale community.

Available by subscription after you leave Yale.

Free; open-source Firefox 2.0 extension.

Download Firefox then download Zotero

Also works with Flock.

Format

Desktop software for PC and Mac.

Web-based.

Web-based.

Desktop software as Firefox extension that lives in the browser.

Access

You can Download a full-featured trial version for free to try for 30 days.

You can work offline.

Register/access your account at http://www.myendnoteweb.com/.

Access your database of references from any Web-connected source.

Register/access your account at www.refworks.com/refworks.

You must be online in order to add/edit your references and format a bibliography. You can cite references in a paper without being online.

Download Zotero at http://www.zotero.org/.

You can access Zotero whenever your browser is open;  you can also access your content while not online

User Group

People who want to organize references, images, and/or documents and use them to format bibliographies. People who want to add research notes to references. People planning for a long term career in research. People who require a flexible and customizable tool.

People who want to organize references and use them to format bibliographies. People who want to add research notes to references. Students and other researchers who want basic functionality, but do not require advanced functionality and customizability.

People who want to organize references and use them to format bibliographies. People who want to add research notes to references. People planning for a long term career in research. People who require a flexible and customizable tool. 

People who want to format bibliographies, organize references, save webpages and attachments, annotate saved web documents, and tag items for future retrieval.  People who want an open-source tool they can access after leaving Yale.

Ease of Use

Moderate learning curve, particularly if you wish to take advantage of advanced features.

Easy to use.

Easy to use.  Many online user guides and demos.

Easy to use.  Many online user guides and demos.

Collaboration

Best for single users.

Ability to share references in read-only format with others who have EndNote Web accounts.

Ability to create and share databases and share specific collections of references. You can share references with people who do not have RefWorks accounts.

Ability to create and share library with other users by creating your own account.

Compatibility with Yale Databases

Not automatic with LexisNexis Lawschool or Westlaw.

You can directly export references from many databases to your EndNote reference collection.

You can search some online databases, like Orbis, Morris, and PubMed, from within EndNote and copy references to your reference collection.

You can save results from many databases as text files and import into your reference collection.

Not automatic with LexisNexis Lawschool or Westlaw.

You can directly export references to your EndNote reference collection ONLY from databases on Web of Knowledge. These databases are: Web of Science, BIOSIS, Medline, and Zoological Record.

You can search some online databases, like Orbis, Morris, and PubMed, from within EndNote and copy references to your reference collection.

You can save results from many databases as text files and import into your reference collection.

Not automatic with LexisNexis Lawschool or Westlaw.

You can directly export references from many databases to your RefWorks reference collection.

You can search some online databases, like Orbis, Morris, and PubMed, from within RefWorks and copy references to your reference collection.

You can save results from many databases as text files and import into your reference collection.

Not automatic with LexisNexis Lawschool or Westlaw - however you can save documents and references to your account.

Zotero senses when you are looking at an item and shows an icon for it in the Firefox location bar.  Click on the icon to add the item to your Zotero references.  So it works on all webpages and catalogs and many subscription databases, including some unique ones like Factiva, HeinOnline and LexisNexis Academic. 

Link to Full Text and Document Storage

You can link references in your EndNote database to PDF files, images, and documents on your computer.

You can include hot links to Web resources.

You can configure "Yale Links" (OpenURL server) to locate full text if available.

Click the "Yale Links" button beside each reference to locate full text if available.

You can include hot links to Web resources.

Does not save a copy of the document, only the reference and link.

You can link references in your RefWorks database to PDF files and documents on your computer. They will be available from anywhere you access RefWorks.

Click the "Yale Links" button beside each reference to locate full text if available.

You can include hot links to Web resources.

Does not save a copy of the document, only the reference and link.

You can import books, articles, patents, and webpages and you can store pdfs, web screenshots, files, and images in records.  **Make sure that the record is complete after import (some databases are not fully compatible). 

Word Processing Software

Clean integration with Word and powerful formatting and customization features.

Works with Word.

Works with Word through “Write-n-Cite” feature.

Works with Word and Open Office, and with Google Docs.

Output Styles

Many popular styles and formats, including Bluebook.

Many popular styles and formats, including Bluebook.

Many popular styles and formats, with limited use of Bluebook.

Some popular styles and formats, including a Bluebook template that can be manipulated.

 
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