Monday, October 24, 2016

Citation manager tips & tricks

Citation managers are a great way to keep track of your references when conducting research.  They offer an organized solution to handling the various sources you use and reference in your work.  You can use a citation manager to generate bibliographies, configure citations and reference sections for your papers, organize citations and PDFs relevant to your research, and share your reference materials with colleagues.

With so many great options available, it can be difficult to decide which citation manager best fits your personal research needs.  To help you decide, the libraries have put together a chart detailing the key differences between the most popular citation managers: https://www.library.wisc.edu/services/citation-managers/comparison-chart/

When using a citation manager, there are some important tips to remember.  Citation managers may allow the user to launch a database search from within the software itself.  However, your search options will likely be limited, and you may not find a database that fits your research needs.  For example, if you are interested in finding scholarly articles in the field of meteorology, Zotero does not offer the option to search Web of Science or Meteorological and Geoastrophysical Abstracts, two databases with extensive coverage of scholarly publications.  Instead of searching through your citation manager, search each database independently, and then export your results to your citation manager.  The university provides access to many useful subject-specific databases that allow for thorough coverage of the atmospheric and oceanic sciences.  Limiting yourself to options within the citation manager will prevent you from uncovering a wealth of information provided by those varied databases.  The Schwerdtfeger Library homepage has a dropdown list of ‘Research Databases’ in the upper right corner of the webpage if you need some suggestions for databases in the fields of atmospheric and oceanic sciences.

Another difficulty arises in the formatting of your references.  Most citation managers have trouble properly formatting references in AMS style (and other popular citation styles), especially in regards to bibliographies.  Make sure to double-check what your citation manager generates.  You may need to make corrections.


If you are new to using a citation manager and would like some help getting started, consider attending one of the university’s workshops.  Every semester the campus libraries host free introductory workshops on Endnote and Zotero, two popular citation managers.  For more information, visit: https://www.library.wisc.edu/help/events/workshops/citation-managers/ or contact us in the library.