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Citation Management Software

This guide introduces two freely available citation managers, Mendeley and Zotero, that enable organization and formatting of citations.

Organize your sources

Use folders, tags, and PDF annotations to help you sift through your growing library of sources. See the examples below for more information.

Organize your sources into folders within your personal Zotero or Mendeley library.

 

Zotero calls them Collections

Zotero collections
 

 

Mendeley calls them Folders

Mendeley folders

Add tags to items to help with later retrieval.


Zotero allows you to add personal tags and to filter by tag. Assign tags colors by right clicking on the tag within the tag selector panel. The Zotero tag selector panel is displayed below.

Do you see tags that you didn't add in the Zotero tag selector panel? If you want to delete these automatically-added tags, click on the rainbow box in the bottom right of the panel and choose "Delete Automatic Tags in This Library..."

Zotero tags
 

 

Mendeley also allows you to add your own personal tags to every item in your library, then filter your library by tag.

mendeley tags

Add notes to items and annotate PDFs to help organize your thoughts.


Both Zotero and Mendeley allow you to save highlighted content and sticky notes within PDFs stored in your library. You can also add document-wide notes.


*Document-wide notes are searchable using your personal library search box in the top right of your desktop Zotero software or Mendeley Desktop. In Zotero, make sure "Everything" is selected before you search.*

 

Zotero library search

zotero library search clipping

 

 

Mendeley library search

Mendeley library search screenshot

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