Citation Managers

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Citation Managers: Comparison of Features

Features EndNote Desktop EndNote Basic Mendeley RefWorks Zotero
Cost Requires individual purchase by user, research group or department. Educational discounts available through UW-Bookstore or DoIT

Free to everyone (fewer styles)

Free to UW-Madison students, staff and faculty (many more styles) - See comparison chart. Click box next to I Have Web of Knowledge.

Free to everyone (costs for upgraded storage, costs for private groups - one private group of 3 members free)
Requires individual subscription. Individual subscription does not include attachments, Find It, and RefShare features. Free to everyone (costs for upgraded storage)
Operating System Macintosh, Windows Web-based (operating system-independent) Macintosh, Windows, Linux Web-based (operating system-independent)

Macintosh, Windows, Linux

Share data among other citation management programs Yes Yes Yes Yes Yes
Global edit Can globally add/replace terms No No Can globally add/replace terms No
Duplicate detection

Yes

Yes

Yes

Yes Yes
Automatic journal abbreviation lists

12 lists supplied, including National Library of Medicine, American Chemical Society, Modern Language Association. Can import others.

None

Version 1.10 and later automatically abbreviates journal titles according to citation style, and allows for editing of abbreviations.

None Version 4.0 and later can automatically abbreviate journal titles in Index Medicus (MEDLINE) format
Features EndNote Desktop EndNote Basic Mendeley RefWorks Zotero
Link to PDFs or other materials
  • Open URL compliant (Must configure EndNote to use the UW-Madison Libraries Find It links)
  • Max. 45 files/record. Thumbnail images supplied which point to materials in the data folder for each EndNote library
  • Max. 1 image in Figure field
  • OpenURL compliant (automatically uses the UW-Madison Libraries Find It links)
  • Can enter URLs directly
  • Can Link to PDF files on the web
  • Add attachments. Default attachment storage of 2GB/account
  • OpenURL compliant (must configure Mendeley to use the UW-Madison Libraries Find It links)
  • Add attachments
  • Web snapshots
  • OpenURL (Find It links) and attachments only available with institutional (not individual) subscription.
  • Links field for files via manual entry of absolute path
  • OpenURL compliant (must configure Zotero to use the UW-Madison Libraries Find It links)
  • Add attachments
  • Web snapshots
Retrieve PDF citation data Queries DOI and PubMed (EnX5 update). Mixed success. No Queries PubMed database for matches. Mixed success. No Queries CrossRef, WorldCat and/or Google Scholar. Mixed success.
Add notes to references Yes, in "notes" field Yes, in "notes" field Yes, via "notes" tab in desktop Yes, via "notes" or "user" fields Yes, notes can stand alone or be attached to references
Annotate PDFs Yes (X5 and newer) No Yes No No, but will sync PDFs annotated with 3rd party software
Full Text PDF search Yes (X4 and newer) No Yes No Yes
Direct Search of Online Catalogs/Databases Yes: List Yes Automatic capture Yes Automatic capture
Direct Export (from databases) Yes: List Yes, with specific databases Yes, via web importer Yes: List Yes, via translators
Filters for importing from online databases Yes (List) Yes Imports wikis, websites, and databases via web importer.
Web snapshot retains the presentation of a particular web page.
Yes Imports wikis, websites, and databases via translators.
Web snapshot retains the presentation of a particular web page.
Features EndNote Desktop EndNote Basic Mendeley RefWorks Zotero
Creates formatted bibliographies, in-text citations, and footnotes in word processor Yes Yes (MS Word only) Yes Yes Yes
Edit or create styles Yes No Yes Yes Yes, via Citation Style Editor
Create a Subject Bibliography (Create a list of references grouped by subject or other data field)

Yes. You may generate a bibliography grouped by any field (e.g. subject, author).

No No No No
Read-only capability Yes (Set library to read-only or locked status) Yes (Read-only share "group" with anyone who has an EndNote Web account) Yes (By "follow" option through web interface) Yes. Unlimited (UW-Madison affiliation required) Yes (Via member settings within groups)
Collaboration features
  • Traveling Library within a word processor document
  • PDFs contained within a library .data subfolder for ease of sharing
  • Save as compressed file with data subfolder
  • Share EndNote Web account with other EndNote Web users (cannot share file attachments)
  • Create public and private groups
  • Automatic synchronization of collections among multiple computers
  • One private group of 3 members free (costs for private groups)
  • RefShare to share database (or folders) with any researcher having Internet access is only available with institutional subscription; not available with individual subscription.
  • Create public and private groups
  • Automatic synchronization of collections among multiple computers
Mobile Device Application iPad, web interface No iPad, iPhone, 3rd party Android apps, web interface RefMobile (mobile and smart phones, PDAs) 3rd party iOS and Android apps, web interface
Access citations remotely Yes (X6 and newer) Yes Yes Yes Yes
Features EndNote Desktop EndNote Basic Mendeley RefWorks Zotero
Store PDFs in personal citation database Yes Yes Yes No (only available with institutional subscription; not available with individual subscription) Yes
Screen capture web page content (blogs, streaming video, etc.) No No Yes No Yes
Storage/Maximum number of records Versions 8 - X3: 330,000.
X4 and later: 999,999
10,000 Unlimited on desktop (restricted by local storage capacity); 2 GB free web space Unlimited Unlimited on desktop (restricted by local storage capacity); 300 MB free web storage
Maximum number of reference types (e.g. journal, book)
  • Pre-defined (customizable): 50
  • User-defined: 3
  • Pre-defined (customizable): 50
  • User-defined: 3
  • Pre-defined: 20
  • Pre-defined: 31
  • User-defined: None
  • Pre-defined: 35
Search and Replace Yes No No Yes No
Auto-complete data entry Yes, for author(s), keyword(s), and journal title No Yes, for journal title, tags, keywords Yes, for author(s), keyword(s), and journal titles Yes, for author(s), journal title, tags
Spell Check Yes No No No No
Sort capabilites Any field Author, title or year Any information categories Selected fields. Results of a search are automatically ranked by relevance Any information categories
Field Search Yes, by any field Yes, by author Yes, by author, title, publication names, year & notes Yes, by selected fields Yes, by any field
Advanced Search Yes. Includes truncation and date range searching No No Yes. Includes embedded truncation (excluding Descriptor field terms) Yes. All fields
Features EndNote Desktop EndNote Basic Mendeley RefWorks Zotero
Edit or create filters Yes Yes Yes No Yes
Create a bibliography as a file within citation manager
  • HTML
  • Rich Text Format (RTF)
  • XML
  • Plain Text
  • HTML
  • Rich Text Format (RTF)
  • Plain Text
  • Word for Windows 2000 or later
  • Word for Mac 98 or later
  • Word for Windows 2000 or later
  • Word for Mac 98 or later
  • HTML
  • Rich Text Format (RTF)
  • Plain Text
  • XML
  • Open Office
  • HTML
  • Rich Text Format (RTF)
  • Copy plain text to clipboard
Export

Export records to:

  • Tab Delimited
  • BibTeX

Export records to:

  • Tab Delimited
  • BibTeX
  • EndNote (XML)
  • RIS
  • Refer export

Export records to:

  • BibTeX
  • EndNote (XML)
  • RIS

Export records to:

  • RefWorks Tagged Format
  • RIS - Bibliographic Software (EndNote)
  • Backup/Restore feature for sharing library, folders, and custom output styles
  • Tab Delimited

Export records to:

  • BibTeX
  • RIS
  • Refer/BiblX
  • BIbliontology
  • MODS
  • and many more
RSS Feeds No No Yes
  • Integrated RSS feed reader
  • Create RSS feeds from a folder or database of references and published via RefShare (only available with institutional subscription; not available with individual subscription)
Yes

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