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Optometry: Citation Management

Citation Management Programs

These programs help you manage your citations.

All citation management programs let you:

  • Add citations from databases like PubMed, Web of Science, etc.
  • Organize your citations into folders or groups
  • Add PDF files of articles to the references
  • Format citations in Microsoft Word (and other document programs) to create bibliographies in a multitude of styles
  • Share all or part of your database, with various degrees of permissions

Comparison of reference management software (Wikipedia): Comparisons of over 20 desktop-based and web-based tools. Includes information on integration with word processors, supported platforms, import/export capabilities, citation styles, and more.

Citation Management Chart for Word Processing Programs


EndNote is a client-based program, which means the software resides on your computer.

  • EndNote 20 is the current version.
  • Works with Word including the UCB 365 version of Word and any RTF word processing program including Google Docs. Google Docs does not use the Cite While You Write tool but requires you to save your file as a RTF file before formatting your references.
  • You must purchase the software to install on your computer which can be synced with a more robust EndNote Basic.
  • Can link EndNote records to PDFs and other types of documents saved on your hard drive
  • Use UC-eLinks to find the full text of the article from within EndNote
  • Use Find Full Text feature to locate full text articles.
  • Can share your EndNote library with others

EndNote Basic, a free web-based version, limits the number of citations you can store, has a limited number of citation styles, and a limited number of databases that it's compatible with. Purchasers of EndNote Desktop also get access to the full EndNote Online.

Need help? See the EndNote guide


Mendeley is a free citation manager and academic social network with web-based, desktop, and mobile versions.

- Free software
- UC Berkeley Mendeley users gain access to Mendeley Institutional Edition by accessing Mendeley via a UCB IP address. This gives UC Berkeley users 100GB personal library space, 100GB shared library space, 100 collaborators in private groups, and unlimited private groups. - After leaving UC Berkeley, alumni will have access to Mendeley Institutional Edition for 12 months.
- Works with Word but NOT the UCB 365 version of Word. Also works with LibreOffice and LaTeX.

- Create searchable databases of your readings
- Automatically insert citations in your writing

Need help? See the Mendeley guide

Hands-on Exercises
These exercises will walk you through setting up and using Mendeley.


RefWorks is cloud-based and allows for easy collaboration.

- Works with Google Docs and Word but NOT the UCB 365 version of Word
- Software provided by the UC Berkeley Library to UCB students, staff, and faculty.
- A UC Berkeley institutional account includes unlimited document storage, easy UCB-wide sharing and sharing outside UCB, phone and email tech support, training, and more
- Automatically insert citations in your writing
- UC-eLinks works inside RefWorks
- Pop-ups must be allowed for RefWorks to function correctly. Make sure your browser allows pop-ups, and your Java is up to date

Need help? See the RefWorks guide


Zotero, an open source (free) program, may be used in Chrome, Firefox, and Safari.

  • Works with Google Docs and Word but NOT the UCB 365 version of Word.
  • Your Zotero library is saved locally so if you want to use multiple computers you must set up the Zotero Sync Server and File Syncing on each computer you use to collect citations using Zotero
  • An Internet connection is not necessary to work with your Zotero library
  • Automatically capture citation information from webpages
  • Capture citation data PDFs to create a database record in Zotero
  • Store PDFs, files, images, links, and whole web pages for easy retrieval
  • On a Mac: To import citations from PubMed, select your citations then use Send to Citation Manager and then Create File. Save the file to the Desktop keeping the file extension .nbib. Go to the file and right click on it and select Open With. Make sure you Enable All Application then choose Zotero. Click OK to import the file.

Need help? See the Zotero guide.