Citation Management Software

Jennifer Anderson ∙ Regina Vertone
The Sage Colleges Libraries
[email protected][email protected]
Citation managers:
• Collect bibliographic information
during research process
• Organize sources in folders, allow
tagging and searching
• Format & Cite sources during
writing process
Citation managers turn articles, books & other sources
Into formatted citations:
Advantages of using CMs:
• Save time, more focus on research
• Cite sources and avoid plagiarism
• Synthesize research
• Discover new sources
• Collaborate with private or public groups
• Build a repository of sources in subject area
Saving bibliographic info
Citation managers capture bibliographic info:
 Through web browser
 Direct export from databases
 Entered manually
Saving Bibliographic Info:
Organizing sources
Citation managers allow users to:
 Create folders
 Save notes relating to each source
 Tag sources
 Search full-text for keywords across sources
Citations stored in Mendeley:
Access to Mendeley
 Go to
 Sign up an account under your name
 Download the desktop program
 FREE software
Citing sources
Integration with MS Word allows users to:
 Import in-text citations
 Format citations in a number of styles
 Automatically generate and format bibliography
Importing citations in MS Word:
Other features:
Some citation managers enable:
 PDF storage and annotation
 Discovery of related research sources
 Confirmation of citation information
 Group collaboration
 Social networking
Consider when choosing a CM:
 Your specific research needs:
 Are you working with a large number of PDFs?
 Will you need to collect a wide array of sources
(articles, books, web sites)?
 Do you need to share research with a group?
 Price (free vs. fee-based):
 If the tool is free, consider privacy issues, data
backup, customer support
 Childress, D. (2011). Citation tools in academic libraries: Best practices for
reference and instruction, Reference and User Service Quarterly, 51
(2): 143-152.
 Hensley, M. K. (2011). Citation management software: Features and futures
Reference & User Services Quarterly, 50(3): 204-208.
 Mead, T.L., & Berryman, D.R. (2010) Reference and PDF-manager software:
Complexities, support and workflow, Medical Reference Services
Quarterly, 29(4): 388-393.
 MacMillan, D. "Mendeley: Teaching Scholarly Communication and
Collaboration through Social Networking." Proceedings of the IATUL
Conferences. Paper 37.
 Rapp, D. (2011). Product watch: Reference management tools. Library Journal,
38-39. Retrieved from
 Zimerman, M. (2010). Citations and RefWorks. Reference Librarian, 51(1), 79-

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