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A Guide to Citation Management Software

An introduction to citation management software.

There are several systems that can help you manage your citations and your collection of PDFs. This table compares three of the most popular citation management tools, but if these options don't meet your needs, you can view a much larger comparison chart on Wikipedia, which includes both free and fee-based alternatives.

  EndNote logo
EndNote 

Mendeley logo
Mendeley

Zotero logo
Zotero
Developer
  • Clarivate
  • Elsevier
  • Roy Rosenzweig CHNM (Center for History and New Media)
How does it work?
  • Website, browser plug-ins and desktop application (which can be synced across devices & with website)
  • Website, browser extension and desktop application (which can be synced across devices & with website)
  • Website, browser extension and desktop application (which can be synced across devices & with website)
Cost?
How do I get it?
Account & Installation info

Browser Compatibility

  • Chrome
  • Firefox
  • Edge
  • Safari
  • Chrome
  • Firefox
  • Edge
  • Safari
  • Chrome
  • Firefox
  • Edge
  • Safari
Operating System (OS) Compatibility
  • Windows
  • Macintosh
  • Linux (website only)
  • Windows
  • Macintosh
  • Linux
  • Windows
  • Macintosh
  • Linux
Word Processor Compatibility
  • MS Word
  • Google Docs
  • MS Word
  • MS Word
  • Open/Libre Office
  • Google Docs
What citation styles are available?
  • 7,000+ predefined citation styles
Can I cite while I write (CWYW)? 
Can I create in-text citations, footnotes, and bibliographies?
  • Yes, with plugins
  • MS Word plugin (Win/Mac)
  • LibreOffice plugin (Win/Mac/Linux)
  • Google Docs (when using browser connector plugin)
Does it support group work such as sharing articles and collaborative writing?
  • Yes
  • Desktop: share a library as read and write or read-only
    with up to 1000 other
    users / have unlimited
    number of read and
    write or read-only
    libraries shared to you
  • Website: share a group with
    up to 1,000 other
    EndNote web/online users
  • No public groups
  • More info about groups in EndNote - Desktop | Web (coming soon) | Online
  • Yes, unlimited groups, each with unlimited members
  • Private groups can share references and files (if enabled)
  • Public groups (closed membership) can share references and files (if enabled)
  • Public groups (open membership) can share references only
  • More info about Zotero groups
Can I link to McMaster's full-text resources from my account?
Are link resolvers supported?
  • Yes.
  • In EndNote desktop, select Preferences > Find Full Text and input McMaster's OpenURL path and Authenticate with McMaster's proxy URL click icon for screenshot
  • EndNote online should automatically be configured to use McMaster Libraries get it! links.
  • No. As of February 2016, Mendeley is no longer OpenURL compliant.
  • Links to publisher websites are included, but accessing McMaster's full-text resources using those links may only work on-campus
Can I add web pages to my account?
  • Yes. Save citations from a web page, or save the current web page itself
  • Install Mendeley Web Importer
  • Yes. Save citations from a web page, or save the current web page itself
  • Install Zotero Connector
Can I add notes to entries in my account?
  • Write notes and add tags
  • Write notes and add tags
  • Write notes and add tags

Can I save PDFs to my account?
Can I annotate & highlight PDFs?

 

  • Yes
  • Yes - Read, highlight and annotate PDFs
What is the storage capacity?
  • Unlimited on desktop (size restricted by local storage capacity)
  • Unlimited web storage
Will I have access after I leave McMaster?
  • Yes, but software updates will not continue
  • Yes
  • Yes
Does it work on my mobile device (phone or tablet)?
Is it accessible?
Is it AODA friendly?
Security
  • Cloud storage is mandatory
  • Cloud data stored on U.S. servers
  • Cloud storage is mandatory
  • Cloud data stored on U.S. servers
  • Cloud storage is optional (mandatory for collaboration)
  • Cloud data stored on U.S. servers
User Support

 

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