![]() A nine-page description of how to share reveals how complicated this function is. On the plus side, any citation that an author makes will be visible by the other authors in a Word document and the bibliography will sort them all regardless of who added the citation. I found it cumbersome to set up folders as I couldn't find any "sub-group" function or folders within groups- so organised references have to be assigned sharing permissions group by group. ![]() A Shared group can be set up in which reference can be placed. Collaboration is possible through EndNoteWeb, but I have not had great luck with this and users get confused about how to use this feature, but collaboration is not EndNote's strong point. At the same time, it is fairly bloated, pricey, and difficult to use. Using it with Word is very simple, and references can be called from the floating toolbar in Word 2011 for Mac (but not 2016 yet). It is also a standard format for imports and export of references. It is feature-rich and a lot of other social science authors use it. EndNote (Mac and Windows)ĮndNote assumes a somewhat ubiquitous position among reference managers, but has some of the same weaknesses that its strongest ally, Word (at least the older versions of Word) has. Importantly, if you like the collaboration features of Word 2016 for Mac, not all reference managers have functionality to cite while you write in the newest version of Word. Also, make sure you know whether or not there is a fee for the iPad app or for the syncing services. Another feature to look for, which I don't find useful, but lots of people seem to, is syncing with iPad. I discuss data storage and options in part 4. You could also use Spotlight, built into your Mac OS if you target the folder. I think that several of these applications will do it, but I use a separate application for doing that, which I think has better search algorithms. There is one important feature that I have not tested on all reference managers: the ability to search the contents of attachments. ![]() ![]() Reference management software is developing in a direction that I don't think is that necessary: PDF annotation, which I have yet to find an implementation that I prefer to a regular PDF reader, but there could be some exceptions. author suppression, "see also" prefix or suffix), collaboration, and ability to work well with writing software in a way that does not interrupt my train of thought. What I look for in a reference manager is ease of use, ability to customise templates for output styles, stability, modification of in-text citations (i.e. Wikipedia keeps an open entry on reference managers that might be of interest to you. Here, I get a bit more specific about requirements useful to social science researchers. Again, I am a Mac user, so other experiences and options might be better suited for users of other operating systems. I will take a look at several reference managers that I have tried out and let you know some of my reflections on them. This section follows Part 1 on writing tools. I think they have to be chosen together and compatibility among them has to be considered before deciding on both. Reference managers have to play nice with your writing tools.
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