Documentation:Research Commons/Citation Management

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Research Commons
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Welcome to the wiki for the Research Commons. This wiki is a space for research commons staff and graduate students to contribute resources.
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Citation Management Support

Managing research citations is an essential part of the research process. Citation management tools can help you to:

  • organize your research all in one place
  • avoid plagiarism by tracking your research path
  • create in text citations with the click of a button(s)
  • easily format - and re-format - bibliographies


From September to April, the Research Commons offers weekly workshops on some of the most popular citation management tools: RefWorks, Mendeley and Zotero. Use the calendar to view upcoming weekly citation management workshops and register for a session.

All year long, the Research Commons offers individual consultation appointments on using Refworks, Mendeley and Zotero. To book a one-on-one consultation appointment, please fill out the following request form: Research Commons Consultation Form. You can also email us at research.commons@ubc.ca.

Did you attend one of our workshops or have a one-on-one consultation with a member of our team? We'd love to get your feedback - just fill out our short Research Commons Student Feedback Form.

Choosing a Citation Manager

All citation managers store citations and can format references in virtually any style, e.g. APA, MLA, Harvard, Vancouver. To choose which one is best for you, have a look at the comparison table or review the full outline of features for each tool by selecting the tabs above. Don't forget to consult your advisor, instructor or fellow students: members of some departments and labs all use the same citation management tool.

RefWorks

Refworks logo.jpg

RefWorks is a web-based citation management program that enables you to:

  • download, gather, and store references from databases and library catalogues automatically
  • format citations and bibliographies in seconds
  • connect to your RefWorks account anywhere there's web access
  • share your citations with other RefWorks users


NOTICE: Systematic downloading or harvesting articles, citations, metadata (e.g. using citation managers such as EndNote or Zotero) is strictly prohibited. (You must contact lib-license@lists.ubc.ca. Permission is required or a Text and Data Mining Package should be purchased.)


The Research Commons team offers monthly 2-hour workshops to get you started with RefWorks. In these hands-on workshops, you'll learn how to import and organize your research citations and format your bibliographies in the citation style of your choice. You'll leave the workshops with a basic database of research citations and the skills to build on it.


To view upcoming workshops and to register for a session, visit the Library Workshops and Events Calendar and search for RefWorks.

Workshop Materials

Mendeley

Logo-mendeley.png

Mendeley is a combination of a desktop application and a website which helps you manage, share and discover both content and research contacts. The website version was modeled after Last.fm, the social networking music site; it incorporates social features into the academic process and allows users to share references with other users or groups, share new research, discover research trends, and get recommendations based on one's interests.

One of the new features in Mendeley is the ability to add your institution’s openURL resolver into your settings so when you are off-campus you can go straight from a record in Mendeley to your library’s digital collections rather than the circuitous route to the library’s webpages to then search for the article. The UBC OpenURL Resoulvers is: http://gw2jh3xr2c.search.serialssolutions.com/. Visit Mendeley blogs to see how you can add the UBC OpenURL to your Mendeley account.


The Research Commons team offers monthly 2-hour workshops to get you started with Mendeley. In these hands-on workshops, you'll learn how to import and organize your research citations and format your bibliographies in the citation style of your choice. You'll leave the workshops with a basic database of research citations and the skills to build on it.


NOTICE: Systematic downloading or harvesting articles, citations, metadata (e.g. using citation managers such as EndNote or Zotero) is strictly prohibited. (You must contact lib-license@lists.ubc.ca. Permission is required or a Text and Data Mining Package should be purchased.)


To view upcoming workshops and to register for a session, visit the Library Workshops and Events Calendar and search for Mendeley.


Workshop Materials

Instructional Videos

Zotero

Zotero logo.gif

Zotero [zoh-TAIR-oh] is a free, easy-to-use tool to help you collect, organize, cite, and share your research sources. Developed by the Roy Rosenzweig Center for History and New Media at George Mason University in 2006, Zotero was developed as an extension for the Firefox web-browser to "live" that right where you do your work—in the web browser itself. Zotero runs in its own pane within Firefox, separately from web pages and "scrapes" information to populate the your citation database.


The Research Commons team offers monthly 2-hour workshops to get you started with Zotero. In these hands-on workshops, you'll learn how to import and organize your research citations and format your bibliographies in the citation style of your choice. You'll leave the workshops with a basic database of research citations and the skills to build on it.

NOTICE: Systematic downloading or harvesting articles, citations, metadata (e.g. using citation managers such as EndNote or Zotero) is strickly prohibited. (You must contact lib-license@lists.ubc.ca. Permission is required or a Text and Data Mining Package should be purchased.)


To view upcoming workshops and to register for a session, visit the Library Workshops and Events Calendar and search for Zotero.

Workshop Materials

Instructional Videos

EndNote

EndNote is usually considered the leading citation management software package. The program enables you to move seamlessly through your research process with flexible tools for searching, organizing and sharing your research, creating your bibliography and writing your paper. The full version of EndNote is available as a desktop program. There is also a web based version of the software with fewer features called EndNote Web which can be synchronized with the desktop program.

EndNote is ideal for users who are creating complex documents with a large number of citations. It is an extremely robust program that offers a hassle-free ‘Cite While You Write’ experience. The formatting and bibliographic features are excellent and can handle even the most complex documents. It can store literally thousands of references and as many PDF’s as your computer’s memory can hold. You have the ability to create multiple libraries, allowing you to keep the citations for different projects separate. In addition, as one of the most commonly used programs, most databases (including the UBC library) offer an ‘export to EndNote’ option, making collecting accurate citations easy.

NOTICE: Systematic downloading or harvesting articles, citations, metadata (e.g. using citation managers such as EndNote or Zotero) is strictly prohibited. (You must contact lib-license@lists.ubc.ca. Permission is required or a Text and Data Mining Package should be purchased.)

UBC Support Options

At the moment, UBC does not offer support or workshops for EndNote (although some possibilities for this are in development). You can, however, get great support from the EndNote website itself, including:

What follows is a brief overview of EndNote's features.

Features

EndNote offers all the 'usual' features of a citation management program, including:

  • Creating formatted bibliographies, in-text citations, and footnotes in your word processor
  • Edit or create citation styles
  • Collaborate through EndNote Web or even email your library to another EndNote user
  • Access your references from anywhere when you sync with EndNote Web
  • Sort and search your references by any field
  • Store PDF’s with your citations
  • Change the styles in a document as many times as needed,
  • Format references for any project with 5000+ styles to use.
  • Create custom styles with style customization tools
  • Share your research with colleagues and collaborate through EndNote's web component, EndNote Web.
  • Give others Read/Write access to add references to the groups you share on EndNote Web.
  • Import the references from someone else's shared group on EndNote Web into your library.
  • Search hundreds of online resources to collect references and PDFs.
  • Import the PDFs you have on your computer.

It also offers several less common features, such as:

  • The ability to store and cite images and other objects
  • Add notes to PDF's
  • Retrieve PDF citation data
  • Full Text PDF search: Select the reference for which you want to find the full text and let EndNote find them for you.
  • Direct search of online catalogues and databases
  • Create a subject bibliography, allowing you to create a list of references grouped by subject or by any other data field.
  • You can get an application for handheld devices like your tablet or smartphone that will sync with your desktop library
  • Spell Check feature for your citation information
  • Easily find and fill in missing and incomplete information: EndNote X6 has the ability to complete the citation information for an existing reference for you.

Compatibility

EndNote is compatible with a number of different operating systems and programs, including:

  • Windows
  • Microsoft Word 2010, 2007, 2003
  • OpenOffice.org Writer 3
  • Wolfram Mathmatica 8
  • Mac
  • Microsoft Word 2011, 2008
  • Apple Pages '09

For more details, check out this site

Licensing

A student licenses for EndNote can be purchased at the UBC Bookstore for approximately $114. This gives you full access to both the EndNote desktop version and EndNote Web. The license only has to be purchased once (it does NOT require annual renewal). EndNote X6 also comes with a free 2-year subscription to the Advanced Features of EndNote Web.

If you aren’t sure about EndNote and want to try it before you spend money on it, you can request a free trial here.

The new RefWorks

The new RefWorks (formerly Flow) is a web-based citation management program that allows you to easily collect, organize, cite and share sources. Developed by ProQuest, The new RefWorks was created to provide a solution for the changing workflow of researchers. It is free to those with an institutional email, including a UBC email. The new RefWorks includes a pdf reader so you can easily highlight, annotate and make notes while you read and offers a free add-on for Google Docs. With a paid subscription, you are able to automatically cite and generate a bibliography in MS Word. Flow runs in its own pane within your internet browser, allowing you to access your library wherever you have access to the internet.

The Research Commons team offers monthly 2-hour workshops to get you started with the new RefWorks. In these hands-on workshops, you'll learn how to import and organize your research citations and format your bibliographies in the citation style of your choice. You'll leave the workshops with a basic database of research citations and the skills to build on it.

NOTICE: Systematic downloading or harvesting articles, citations, metadata (e.g. using citation managers such as EndNote or Zotero) is strictly prohibited. (You must contact lib-license@lists.ubc.ca. Permission is required or a Text and Data Mining Package should be purchased.)

To view upcoming workshops and to register for a session, visit the Library Workshops and Events Calendar and search for the new RefWorks.

Workshop Materials

Related Services

Other services related to citation management are provided by various UBC units as well as off-campus service providers:

  • Checking that references are correctly formatted (reference styles). This may be something you can ask an editor to help you with (see the information above), or it may be something you will need to do yourself following the particular style guide you have used for your thesis.
  • Resolving browser, operation system and device compatibility issues with citation management tools. For RefWorks, you can search the online help for RefWorks. For Mendeley, you can check Mendeley's Support Portal, send them a question by email or make discussion forum. For Zotero, you can look for answers to specific technical problems on the official help page of Zotero or post your question on the discussion forum.
  • Providing support for EndNote or BibTex. For information on using EndNote, visit the EndNote website; for information on using BibTex, visit BibTex.org or UBC Library's guide to using BibTex.
  • Answering specific questions about your individual thesis: for example, unusual formatting requests; inclusion of particular material; or incorporating sound or video. These questions should be directed to the Faculty of Graduate and Postdoctoral Studies.
  • For help in determining how to use copyrighted material in your thesis - for example, clarifying what material you need to get permission to use, and providing advice on asking for permission - please contact UBC's Copyright office.