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Citation Management

Create a Resource Library

Get the chaos under control
Managing the breadth and depth of your research findings can be so time consuming that you may find you've put it off for too long. Citation management software provides a place where your scholarship and research can reside until you need them.  Using citation management software is one of the quickest ways to de-clutter your office and computer space. 

There are many free citation management products on the Internet. Some allow you to download the software to your computer while others are cloud based; meaning you must register on to a website, create an account and upload your references there. In this section we’ll introduce three of the most popular online citation management tools. 

Citation Management in Teaching & Learning

Citation management software organizes more than just references to books, articles, and websites. It can also allow you to organize and store images, videos, and podcasts. You can organize these resources in to sub folders for specific courses and begin building a reading list. You can also store video lectures that can be accessed later for inclusion to an online or physical course. These tools allow you to organize, tag, highlight and make comments and notes on articles. You can even create work groups and share resources online, either with a private group or publicly. If you have students working in groups you can also encourage them to create a group citations folder that they can all access to store their project and any literature or data that will accompany the project.

Discovery Resources

EndNote Basic
The full desktop version of EndNote has been the number one citation management product used by academics for the last five years. Many institutions have site licenses for their faculty and students; however if you institution does not then you can use the free online version of EndNote Basic. Two advantages to using EndNote Basic, in addition to EndNote, is the ability to transfer references to and from EndNote on your desktop and the ability to share references with others who have an EndNote Basic account.
(paid app available) 
Endnote logo

Available as a download Mendeley 
can help you organize your research, collaborate with others online, and discover the latest research. It automatically generate bibliographies, allows for online collaboration, can sync to EndNote or Zotero to allow importing of their references and .PDFs, and highlight or sticky note documents. It is very basic and "clean" in terms of design and navigation, which some may find visually refreshing. (free app available) 

mendeley logo

A citation management software available right in your browser as an add-in. The thought behind this is that many of your searches are performed with a browser so it is a seamless way to manage your citations. Recent updates allow it to work in multiple browsers and on iOS and Android mobile devices. You can add PDFs, images, and audio and video files. Zotero allows you to organize, tag, highlight and make comments and notes on articles. These tools allow you to create work groups and share resources online, either with a private group or publicly. 
(free app available) 
zotero logo

For more information, use this link to go to the Citation Management section of the TOEP Resource Library.

Discovery Exercise

You can now begin to organize your chaos. Devote some serious time to getting this job done because in the end you can take a deep breath and enjoy the flow of creativity and peace that comes from organizing all that physical and virtual paper!
  1. Select one of the citation management tools listed above. 
  2. Review the tutorials and FAQs. 
  3. Create an account.
  4. Install your chosen citation management tool.
  5. Find a few journal articles about information technology in education or articles related to your area of interest.
  6. Add a few items to your library.
  7. If the option to create a public library is an option and you choose to make your citation library public, post a link to your library in the TOEP Google+ Community
  8. Write a post about how you could (or will) use this tool for your own research or in relation to the courses you teach, as well as collaboration ideas for working with your students and colleagues. How do you think it will help you organize your physical and virtual chaos, and how you might use it in your personal and/or professional life.

Now, Request Your Badge!

Complete the badge request form to earn your TOEP Citation Management Badge. You will need the URL for the item you created using one of the productivity tools in this Discovery Exercise. If you selected a tool that does not result in a publicly accessible URL, include a link to your post in the TOEP Community instead. (Note: Review this tutorial to learn how to copy the URL link  for your post in the TOEP Google+ Community. You will need to paste this URL link into the badge request form as evidence of completing this Discovery Exercise.)

What Does the Research Say?

Hensley, M. K. (2011). Citation Management Software: Features and Futures. Reference & User Services Quarterly, 50(3), 204-208.

Mackey, T. P., & Jacobson, T. E. (2011). Reframing information literacy as a metaliteracyCollege & research libraries72(1), 62-78.

William Marino, (2012) "Fore-cite: tactics for evaluating citation management tools", Reference Services Review, Vol. 40 Iss: 2, pp.295 – 310.
Additional research information is available in the Citation Management section of the TOEP Resource Library.

*Note: Access to the research articles may require logging into your campus' library system or you may request an article through Inter Library Loan (ILL).