A review of the main reference management softwares

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The reference management software -also called citation management software, citation manager or personal bibliographic management software- are programs that allow users –researchers, scholars, authors- to save, work on and use bibliographics citations. The aim of these reference management programs is to save search results and publications with a view to using citations (references) to generate bibliographies. Indeed, publishers or journals often have different citation formats which is time-consuming  activity when writing. These citations management systems help manage bibliographic references and include cited sources easily. In addition, exporting the document to the format needed is also made easier. On top of that, we understand the importance of these software as the scientific literature keeps growing faster.

The picture from PhD Comics should convince you that writing and managing references is one big and hard task!

Why is this kind of systems growing popular and mandatory in the scientist and scholars’ lives today ? There are several reasons to this however two are really important and meet the need to :

  • Benefit from effective tools in a world where publications grow rapidly. Indeed, the scientific literature is growing rapidly those last years. For instance, there are 2,000 new publications every day on average.
  • Be able to handle all the data attached to a publication : Journal, authors, dates, asbtracts, tags, PMID, etc…

There are already a lot of reference management software available on the market. In fact, there are so many citation managers that one can get lost easily (a look at the comparison of reference management softwares on wikipedia will convince you). Some of them are better known and benefit from good customers’ feedback and reviews. However not all of us know them so we have established this list for you to choose. Interestingly, most of them are free and web-based. Therefore they are accessible from anywhere through private account and remain free.

We will present the main reference management softwares you should know and then show the results of the poll launched on twitter:

  • CiteULike
  • citeulike_screenshot

    Developer: Cite U Like is a free reference management software by Oversity and sponsored by Springer.
    Price: Free.
    Description: CiteULike is fusion of Web-based social bookmarking services and traditional bibliographic management tools launched in 2004. It is very close to Connotea as you can tag documents too. This way users should try Connotea and CiteULike and decide by themselves. One thing we really like is the possibility to establish priorities for an article you have just bookmarked. (Top Priority ! I really want to read it ! I will read it ! I might read it ! I don’t really want to read it ! I’ve already read it !).
    We like: Lately they have come up with a new function that recommends articles to the user based on his preferences and other people’s bookmarks. It’s experiencing a great acceptance among users as they explain on the CiteUlike blog
    Twitter: @CiteULike

  • Connotea
  • connotea_screenshot

    Developer: Connotea is the free web based service developed by Nature Publishing Group and launched in 2007.
    Price: Free.
    Description: Connotea works as a combination of both delicious and a reference management system. Registered users are able to tag documents in order to retrieve them later. You can read their blog to keep up to date on their actuality.
    We like: Good thing is that you can look for documents tagged by other people as long as their libraries are public which allows you to broaden your searches and knowledge.
    Twitter: @Connotea

  • EndNote / EndNote Web
  • endnote_screenshot

    Developer: Endnote is a comercial software developed by Thomson Scientific.
    Price: It costs approximately $300 for a year’s account.
    Description: Endnote is the most known reference management software as it is also a pionneer in its domain since it was first released 20 years ago in 1988. This is the reference management software you would typically find in your university for instance.
    We like: With the growing importance of data portability, Endnote released a Web version called Endnote Web. Endnote Web is easier to use and offers slightly less functions than Endnote. For instance you will be able to save up to 10.000 references. Another advantage is that it’s much cheaper. One of the key features of the traditional EndNotes is the possibility to change the reference format in your Word draft, to adjust it to the  journal reference format of the journal.
    Twitter: @EndNoteNews

  • RefWorks
  • refworks_screenshot

    Developer: Refworks is a commercial web-based service launched in 2001 by Proquest.
    Price: You can try it for free for 30 days and then pay approximately $100 a year for one user (sort of expensive).
    Description: It is a « an online research management, writing and collaboration tool — designed to help researchers easily gather, manage, store and share all types of information, as well as generate citations and bibliographies » This web based service allows to share references and bibliographies via Refshare (link) . It also support a lot of formats for importing and exporting.
    We like: The RefWorks online store where you will find all the items to show your support.
    Twitter: @Refworks

  • Mendeley
  • mendeley_screenshot

    Developer: Mendeley is a research management tool for desktop & web.
    Price: Free.
    Description: Launched in 2008 by some of the people who have participated to Skype, LastFM and Warner Music, it is told to be the «Last FM of research ». It is growing very popular and they claim to already have more than 100.000 users, as they explain on TechCrunch.
    Mendeley works either from the web platform or through the software program. It is totally free and the main difference to a program like Zotero is that it extract information from PDF. The program is powerful and allows to organize documents in a smart way. You can favorite publications, create collection and share them with your community. They also have developed a plugin for word -as endnote does- to generate bibliographies in a simple way.
    We like: the « explore research trends and statistics » allow you to discover and aggregate anonymous statistics and trends. Keep up to date reading their blog
    Twitter: @Mendeley_com

  • Zotero
  • zotero_screenshot

    Developer: Zotero is a free Open Source reference management software Add on for firefox.
    Price: Free.
    Description: This one differs totally from the previous citation managers (or reference managers software) as it is a plugin for Firefox that is completely free and open source. Since it is a firefox extension, what you download is in Firefox all the time. This may be a problem when you are using several computers. One great feature (maybe the greatest) is that when you are viewing an article that is available for saving, a tiny icon is shown next to the URL. Clicking on it automatically saves it with all the corresponding fields.
    We like: Last but not least, Zotero allows you to save into folders, tag documents, search as you type, import endnote collections and is free. Should you need to know more, consult their blog.
    Twitter: @Zotero

  • Papers
  • papers_screenshot

    Developer: Papers is a commercial reference management software (available for Iphone) developed only for Macs.
    Price: You can try it for free for 30 days and then buy it for 29€. (7,99€ for the Iphone app)
    Description: It was launched in 2007 by Alexander Griekspoor and Tom Groothuis while they were studying at the Netherland Cancer Institute. To make this description simple, it is like endnote but exclusively for Mac OS.
    We like: On top of that, they have developed an iPhone app so you can manage your citations directly from your preferred mobile. It will cost you only 7,99€. Feel free to read their actuality.
    Twitter: @Mekentosj

At this moment novoseek supports a direct export to two of the main reference platforms: CiteUlike and Connotea. You can try it by yourself from this publication on novoseek.

novoseek: Document detail

Last but not least, we asked people on twitter which is their favorite citation managers to use and the results are the following (thank you to the almost 100 tweeps who asnwered):


citation_managers_poll

It seems that Zotero is the leader with Endnote while Mendeley is increasing strongly its market share. Other citation managers were also mentionned: BibTex, Wizfolio, Bookends, Bibdesk, Jabref, Citavi. I would be curious to hear what their developers have to say to make us feel like trying them.

This selection of reference management softwares is personal and we will be happy to consider including more of them in the future updates. Just feel free to leave a comment below.

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19 comments ↓

#1    Twitter Trackbacks for A review of the main reference management softwares | Knowledge beyond words [novoseek.com] on Topsy.com on 12.04.09 at 5:15 pm

[...] A review of the main reference management softwares | Knowledge beyond words blog.novoseek.com/index.php/resources/a-review-of-the-main-reference-management-softwares.html – view page – cached A review of the main reference management softwares, The reference management software -also called citation management software, citation manager or personal bibliographic management software- are… Read moreA review of the main reference management softwares, The reference management software -also called citation management software, citation manager or personal bibliographic management software- are programs that View page [...]

#2    uberVU - social comments on 12.07.09 at 5:24 pm

Social comments and analytics for this post…

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#3    links for 2009-12-08 : Bibliothekarisch.de on 12.09.09 at 7:04 am

[...] A review of the main reference management softwares | Knowledge beyond words * Benefit from effective tools in a world where publications grow rapidly. Indeed, the scientific literature is growing rapidly those last years. For instance, there are 2,000 new publications every day on average. * Be able to handle all the data attached to a publication : Journal, authors, dates, asbtracts, tags, PMID, etc… (tags: review literaturverwaltung literaturverwaltungsprogramm citeulike mendeley zotero endnote endnoteweb connotea refworks) [...]

#4    Bert on 12.10.09 at 1:57 pm

A review only based on a (unclear) survey on Twitter and what you like about a particular tool? Mmmm, this is what academics categorize as: subjective.

#5    wichor on 12.10.09 at 2:27 pm

what i like best of EndNote X3 is that it can download multiple pdf files in one click. you can handle a comlete reference list at once. So much time saving!

#6    Valentin on 12.10.09 at 2:42 pm

@Bert: It’s not the way the search and post writing have been performed. First, we have analyzed the main citation management softwares and then we have asked people their favorite through a poll on twitter. The “we like” description is really a way to put emphasis on a feature. Nevertheless we took good care to mention the developer, the price as well as a neutral description of what the very program does.
@Wichor: thanks for your feedback on Endnote!

#7    allende on 12.10.09 at 5:05 pm

Hi Bert, I guess it never meant to be objective. Is an opinion of pieces of software that might be useful. You are more than welcome to post your impressions about them.

#8    20091210 « El blogsitorio on 12.10.09 at 11:46 pm

[...] normalización editorial, publicaciones científicas, soporte digital – Principal software de gestión de referencias: Zotero, Mendeley, Papers, CiteUlike, Connotea, EndNote, [...]

#9    Social medias, web services and tips for health in MedLib’s Round 1.9 | Knowledge beyond words on 12.14.09 at 12:03 pm

[...] A review of the main reference management softwares on Knowledge beyond words by Valentin. [...]

#10    Antonio on 12.14.09 at 3:52 pm

We are the developers of Citavi. Right now, Citavi is only available in German, but Citavi 3, the next major release, will be available in both English and German. We’d love for you to try Citavi 3 once it is released. (In the mean time, visit our website for a little more information, and feel free to contact us with any questions.)

#11    Dr Shock MD PhD on 12.14.09 at 9:58 pm

I am using Sente on Mac, works with Word but the most valuable asset is the archiving of pdf’s. Automatically create and populate references when you import your existing PDF files. Quickly add references by entering only an ISBN, DOI or other identifier (Sente will automatically find all of the rest of the information for you). Tried others but this desktop reference manager is excellent.
Take care Dr Shock

#12    Martin de la Iglesia on 12.16.09 at 11:25 am

Another system that might be interesting (not only) for LaTeX/BibTeX users is BibSonomy, developed and maintained by the University of Kassel ( http://www.bibsonomy.org/ ). It’s quite similar to CiteULike. Some of its features are better, some not.

#13    Valentin on 12.16.09 at 4:55 pm

@DrShock Thank you for this valuable input. Good to know there is a competitor to papers and that it does a great job.
@Martin Thank you for pointing it to the readers. I’ve updated the link as the one you inserted was wrong.

#14    Reference Management Software - Topic Research, Trends and Surveys on 02.03.10 at 10:20 pm

[...] Felix Moya-Anegon (arxiv.org/abs/0912.4141) About … market research, surveys and trends A review of the main reference management softwares | Knowledge … The aim of these reference management programs is to save search results and publications with a [...]

#15    ORDENANDO REFERENCIAS MEDICAS « SIN ESTETOSCOPIO on 02.26.10 at 5:47 pm

[...] otras opciones? Aquí hay un buen repaso a algunos de estos [...]

#16    Hans on 03.10.10 at 9:59 am

I know it’s too early but keep Citavi in mind: Still German but soon English – and amazing! Visit http://www.citavi.com for further information (in English).

#17    Valentin on 03.10.10 at 10:16 am

Thank you Hans. Please feel free to contact me again when it is released to give us more information about it. Sounds exciting!

#18    Jimme Jardine on 05.18.10 at 12:59 am

Hiya Novoseek,

If you have a moment, I’d really appreciate your feedback on an application I am writing, since you’ve done such an extensive survey of so many of the others. It’s available at http://www.qiqqa.com.

I have been coming at the research management problem from a different perspective. I decided to build Qiqqa (pronounced “Quicker”) at the same time as working towards my PhD.

Although I did try using existing applications like Zotero and Mendeley, to locate my papers, I found them all quite lacking in the ability to mark the interesting parts of my papers (text, formulae and diagrams) so that I can quickly review them every few months, and especially when it comes time to writing up my thesis! GoogleScholar is still my method of choice for locating documents, so I made it easy to query Google Scholar while reading a PDF. Of course, using it all day, I have added in tons of little nifty features that save me loads of time (e.g. right-click text in PDF and lookup word in dictionary.com).

Also, I found the text searching and exporting support from most of the other tools to be quite unreliable for scanned PDFs, so I built in OCR to tackle that.

At the moment I don’t support bibliography management – although that is coming fast (I have only been working on Qiqqa since the beginning of this year and I don’t want to add yet-another-half-baked-references-manager to the world). But first I am putting in the finishing touches on synchronizing and backing up onto the Amazon S3 cloud so that I can work from the lab and from home.

I am hoping that others will find Qiqqa useful, and will enjoy using it as much as I have enjoyed writing it. I hope to get a lot of feedback from other students and researchers to learn how they are approaching their PhDs or research, and where they are hitting bottlenecks.

Thanks,
Jimme (jimme@qiqqa.com)

#19    Drazen on 05.18.10 at 1:37 pm

Thanks for the great list. I have already heard for Connotea, Mendeley and Papers but others are all new to me. I’m still searching for the best one, so now I have some new ones to test :) This will be great to try out with OA publications for Sciyo – http://www.sciyo.com.

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