Workshop: Citation Management: New RefWorks

The Library is offering a workshop on the citation management tool RefWorks:

Friday, March 17, 2017 add to bCal


Bioscience Library Training Room

Valley Life Sciences Building

RefWorks is a citation manager that allows you to organize citations, import them from databases, store pdfs, and insert references and bibliographies into documents (MS Word and Google Docs).

New RefWorks has a new look and feel from its previous iteration. This hands-on workshop will cover the basics of navigating the new interface, organizing your citation library, creating new citations, importing citations from various databases, inserting references and creating bibliographies in Google Docs and Microsoft Word.

Please create a RefWorks account prior to class. If you already have a RefWorks account in the legacy RefWorks, you be shown how to migrate it to the New RefWorks platform.

The Bioscience Library Training Room is equipped with PCs, but you are welcome to bring your laptop. Please, no food or drink in the Training Room.

Workshops on citation management tools

The Library is offering a range of workshops on different citation management tools.

An intro class to the new RefWorks
Sept 28 3-4 pm Bioscience Library Training Room
Sept 29 2-3 pm D-Lab 356 Barrows

Endnote Introduction
Sept 14 11:45 am-1 pm Bioscience Library Training Room (VLSB)
Endnote for MACs
Sept 28 11:45 am-1 pm Bioscience Library Training Room (VLSB)
Endnote Essentials
Part 1 will be more introductory; Part 2 will cover some advanced features
Oct 4 Part 1 1-2 pm D-Lab 356 Barrows
Oct 13 Part 2 1-2 pm D-Lab 356 Barrows

3-part workshop covering getting started with Zotero, Zotero Basics, and some advanced features
Sept 21 12:30-3:30 pm D-Lab 356 Barrows

Sept 20 12-1 pm Bioscience Library Training Room (VLSB)

Citation Managers: A Must-Have Tool in Your Research Arsenal




Wherever you are in your graduate career, a citation management tool is essential to organizing, writing and sharing your research. Two free and highly popular citation managers that run on Windows, Mac OS and Linux are  Mendeley and Zotero.  In short, Mendeley is frequently used by physical and life scientists and Zotero by social scientists and arts and humanities scholars.  Below is a brief comparison.

Mendeley Zotero
Access, edit and insert citations into a document offline Yes Yes
Microsoft Word plug-in Yes Yes
Automatic download of citations from OskiCat and the UCB Library discovery tool No Yes
Insert citations into Google Docs No Yes
Free Storage for PDFs 2GB 300 MB
Annotate PDFs from within the program Yes No
Attach web pages and screen captures No Yes
Recommendations of relevant and highly cited articles Yes No
Connect with a community of scholars (i.e., academic social network) Yes Kinda
Collaborate with colleagues in the cloud Yesfree for up to 3 group members Yesunlimited
Automatically create citation records from PDFs Yes Yes
Easy de-duplication of item entries Yes Yes


Both citation managers allow you to easily download citation information and incorporate citations into your papers and publications.  Each has over 7,000 citation styles covering the vast majority of journals you’ll publish in.  Focus on research, reading and writing and leave citation management drudgery to either Mendeley or  Zotero.

If you’d like to set up a Zotero training session for five or more, please contact David Eifler – deifler [at] to arrange a convenient time.

David Eifler (Environmental Design Librarian) deifler [at] and Jeffery Loo (Optometry and Health Sciences Librarian) jloo [at]

Citation Management Made Easy

citation managers


As the size of your papers lengthen — from term papers to thesis to dissertation — you’ll begin to recognize the value of a citation management tool.  Good citation managers allow you to easily capture a variety of citation sources (books, articles, interviews, videos, newspaper articles), and then readily incorporate them into a Word document, ultimately producing a bibliography in any one of a variety of formats (MLA, Chicago, APA, Harvard, etc.)  In short, they take the drudgery out of citation collection and bibliography production so you can better focus on the content of your research.  A good citation manager will also facilitate group collaboration and cloud-based storage of references and accompanying PDFs.

There are four commonly used academic citation managers on the UC Berkeley campus: EndNote, RefWorks, Zotero, and Mendeley.  EndNote, the elder statesman of the group, has been widely used by science faculty for over 25 years, but costs about $100 and the web-based interface leaves quite a bit to be desired.  UC Berkeley pays for a subscription to RefWorks so it’s free for students and faculty to use.  It’s web-based and can’t be used if you don’t have an internet connection and to this reviewer’s eye the interface is a bit cludgy.

Zotero is a free, open source citation manager that’s been around nearly 10 years and is going strong.  Design for new media research, it recognizes a wide variety of citation sources (books and articles as well as maps, computer programs, e-mail, patents, podcasts, theses, reports) and imports citations with a single click from Safari, Chrome and Firefox browsers. It works from your device or the cloud and allows for easy group collaboration.

Mendeley is the newcomer to the citation management crowd.  Recently purchased by the Elsevier Corporation, it is cloud-based, allows for easily import of citations and annotation of PDFs and is currently free.  It doesn’t recognize new media sources such as interviews, forum posts, and TV broadcasts as Zotero does. It is, however, gaining in popularity among scientists.

If you haven’t already guessed, Zotero, is my favorite — especially for students in the arts and humanities and social sciences.  Mendeley is a close contender, but I have concerns that it won’t be free forever.  You can find an excellent guide on setting up and using Zotero at  The most important thing is to not delay; begin using a citation manager today.  You won’t believe the difference it will make in your individual and collaborative research projects.

If you’d like to set up a Zotero training session, please get at least 5 colleagues together and we’ll find an open time on my calendar for a 1 hour training.  deifler [@]

by David Eifler, Environmental Design Library

Contact me at deifler [at]