Comparison of Citation Management Software Programs

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RefWorks EndNote Zotero Mendeley
Cost
  • NO LONGER AVAILABLE
    AFTER AUGUST 2017
  • Cost for full version
  • Limited version freely available
  • Free and open source
  • Optional cost for increased storage2
  • Free
  • Optional cost for upgraded storage and collaborative features2
Mac and PC Compatibility
  • Fully compatible1
  • Fully compatible
  • Fully compatible1
  • Fully compatible1
Web-Based
  • Fully web-based
  • Web-based component optional1
  • Available with purchase (EndNote Web)1
  • Web-based with Firefox
  • Desktop standalone client available (browser independent)
  • Web-based
  • Optional desktop component available1
Mobile Compatibility
  • Mobile compatible website1
  • Apple iPad app available1
  • Non-Zotero apps with Zotero compatibility available (third-party)1
  • Apple iPhone and iPad apps available1
  • Non-Mendeley apps with Mendeley compatibility available (third-party)1
MS Word Integration
  • Full integration with MS Word with download of Write-N-Cite utility1
  • Full integration with MS Word1
  • Full integration with OpenOffice1
  • Full integration with MS Word1
  • Full integration with OpenOffice1
  • Full integration with MS Word1
  • Full integration with OpenOffice1
Duplicate Record Detection
  • Available1
  • Available1
  • Coming in future version1
  • Available, but with limited functionality1
Web-Page Capture
  • Capture web-pages with download of RefGrab-It utility1
  • Captures web-pages1
  • Captures web-pages and retrieves available citation information1
  • Capture web-pages and retrieves available citation information1
Sharing Enabled
  • Sharing possible via database and folder sharing1
  • Sharing possible with purchase of EndNote Web1
  • Sharing possible via groups and database sharing1
  • Extensive sharing options available (some at a cost)1
Journal Title Abbreviation Recognition
  • Recognition and/or implementation of title abbreviations available for many journal titles
  • Title recognition available in paid version only2
  • 12 publishers’ lists available to all users2
  • Additional lists can be imported as needed2
  • Recognition of title abbreviations listed in Medicus (MEDLINE)2
  • Title recognition available in recent versions2
Links to PDFs and Other Materials
  • Links to open URLs
  • Links to URLs of articles available through UNB as long as access is maintained
  • Links to up to 45 files per record2
  • Allows 1 image (in ‘Figure’ field)2
  • Links to open URLs2
  • Attachment enabled
  • Web snapshots enabled2
  • Links to open URLs2
  • Attachment enabled (up to 2GB per account)2
PDF Citation Retrieval
  • Retrieves citation information from some PDFs
  • Limited success
  • Retrieval available in paid version only2
  • Retrieves citation information from DOI and PubMed PDFs only2
  • Limited success2
  • Retrieves citation information from PubMed PDFs only2
  • Limited success2
  • Retrieves citation information from PubMed PDFs only2
  • Limited success2
Allows Annotation of PDFs
  • Does not allow annotations of PDFs
  • Annotation available in paid version only
  • Annotation enabled in ‘notes’ field2
  • No annotation in-software2
  • Will sync PDFs annotated in other software2
  • Annotation enabled2
Full-Text Search of PDFs
  • Full-text PDF search available as option during searches
  • Search available in paid version only2
  • Full-text PDF search available in recent versions2
  • Full-text PDF search available in recent versions2
  • Full-text PDF search available in recent versions2
Citation Export
(from databases)
  • Export available
  • Export available2
  • Export available
  • Export available2
Record Sorting Options
  • Records may be sorted by many of the available fields
  • Free version: Sort records by author, title, or year2
  • Paid version: Sort records by any field2
  • Sort records by any available field2
  • Sort records by any available field2
Record Searching Options
  • Search record by any available field
  • Free version: Search records by author2
  • Paid version: Search records by any field2
  • Search records by any available field
  • Search records by author, title, publication name, year and notes
Software Difficulty Level
  • Average3
  • Average
  • Relatively easy3
  • Some ‘quirks’3
  • Relatively easy3
Best Features
  • Highly collaborative4
  • Good for management of large record sets4
  • Highly customizable4
  • Good for management of large record sets4
  • Very user-friendly
  • Web-capture of citation data
  • Ease of resource adding
  • Very user-friendly
  • Orientation towards frequent use of PDFs
  • Ease of resource adding
Disadvantages
  • Login protocols more complicated than Zotero and Mendeley4
  • Importing resources is complicated4
  • Favours ‘traditional’ resources4
  • Search of record sets is strong, but in-text searching is not enabled4
  • High dependence on the ‘home’ computer4
  • Initially hard to learn
  • Importing resources is complicated4
  • Favours ‘traditional’ resources4
  • Somewhat difficult to manage large record sets4
  • Does not recognize non-PDF resources (like books and audio-visual materials)4

References

1 Sheldon Margen Public Health Library. (2014). EndNote, RefWorks, Zotero, Mendeley Help. University of California Berkeley Library. Retrieved September 23, 2014 from: http://www.lib.berkeley.edu/PUBL/endnote.html#Compare

2 UW-Madison Libraries. (2014). Comparison Chart. University of Wisconsin-Madison. Retrieved September 23, 2014 from: http://www.library.wisc.edu/services/citation-managers/comparison-chart/

3 Giustini, D. (2013). RefWorks, Zotero & Mendeley: Three Way Comparison 2013. University of British Columbia. Retrieved September 23, 2014 from: http://www.slideshare.net/giustinid/refworks-mendeley-zotero-2013

4 Georgetown Law Library. (n.d.). Detailed Feature Comparison. Georgetown Law. Retrieved September 23, 2014 from: http://www.law.georgetown.edu/library/research/citation-tools/features.cfm


Updated June 2016 | December 2016