Manage Your Citations (EndNote, RefWorks, Zotero, Mendeley) & more: Home

EndNote is a client-based program, which means the software resides on your computer and is not accessible via the Internet (but you can sync with the web-based version). EndNote features include:

• New: EndNote X9 is updated with MacOS Catalina support; updating to the latest version recommended
• The most comprehensive array of citation output styles
• Client software installed on your computer (can sync with a limited web-based version)
• Linking EndNote records to PDFs and other types of documents saved on your hard drive
• Can add figures and tables to your EndNote library
• Use UC-eLinks to find the full text of the article from within EndNote
• EndNote software must be purchased and installed onto your computer
• Can share your EndNote library with others

EndNote Support, and the EndNote Guide are the best places to start when you are learning EndNote or have problems.

For a comparison of the differences among the current EndNote version and earlier versions, see their comparison chart.

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 databases that it's compatible with. Purchasers of EndNote Desktop also get access to the full EndNote Online.
Discounted EndNote purchasing: UCB students, staff, and faculty should contact Debbie Jan for information on purchasing or upgrading EndNote at a significant discount. UC also occasionally offers discounted EndNote purchase or upgrade.

EndNote Training Calendar, from EndNote.com

RefWorks is cloud-based and allows for easy collaboration. Access to RefWorks is provided by the UCB Library to UCB students, staff, and faculty. Once you are registered, log in at any computer with Internet access.

• Create a New RefWorks account.
• The "New" RefWorks lets you cite in Google Docs (in addition to Word)
• To use New RefWorks with Word 2016 (on a Mac), download these instructions (PDF)
• Legacy RefWorks is still available for users with older accounts.
• Cloud-based
• Full-text access to most articles is easy: UC-eLinks works inside RefWorks
• Good for collaborative projects: share a citation database
• Easy to learn and use
• Offers thousands of output styles 
• To use RefWorks from off-campus, log using the Library Proxy or VPN.  (Legacy RefWorks only users can log in with the UC Berkeley Group Code; Requires CalNet ID authentication).
• IMPORTANT: RefWorks Cite in Microsoft Word does not work with the free Office 365 version of Word offered by UC Berkeley. If you use this version of Word, you will need to use a different reference manager. Unlikely this situation will change.
• Pop-ups must be allowed for RefWorks to function correctly. Make sure your browser allows pop-ups, and your Java is up to date.
  Important: Download Java from this Apple site (the link above), not from java.com

Need more help? See the New RefWorks help guide. (or the Legacy RefWorks help guide).

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

• Your Zotero library is save locally so if you want to use multiple computers, 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 web pages
• Capture citation data PDFs to create a database record in Zotero
• Store PDFs, files, images, links, and whole web pages for easy retrieval
• Works with LibreOffice (in addition to Word)
• Zotero now works with Google Docs
• Zotero has fewer citation output formats compared to RefWorks or EndNote

Need more help? See a Zotero guide and the Zotero support site.

Mendeley is a free citation manager and academic social network with web-based, desktop, and mobile versions. Works with Microsoft Word, LibreOffice, and BibTeX.

• Introduces social networking tools to collaborate with fellow researchers, including sharing lists of references and collaborative tagging of documents
• Add PDFs to your citation library
• Annotate PDFs
• Search within the text of all of your PDFs
• Sync your library across multiple devices
• 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.
• IMPORTANT: Mendeley's Cite festure does not work with the free Office 365 version of Word offered by UC Berkeley. If you use this version of Word, you will need to use a different reference manager. Unlikely this situation will change.

Mendeley Overview: the basics of downloading and using Mendeley. And for more help, see their help guides.

Also see a Mendeley guide.