Download Zotero Endnote Mendeley Overview - Lane Medical Library Digital

EndNote, Zotero, Mendeley, PaperPile
and EndNote Web
2016
April 1, 2016
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ENDNOTE
OVERVIEW: Endnote is one of the more popular and powerful reference/PDF/bibliography managers at
Stanford. The program is Mac and Windows compatible. Endnote can import references from virtually
any literature database (e.g., SCOPUS, PubMed, etc.), download the PDFs for the articles automatically
and, of course, generate manuscript bibliographies. EndNote will integrate automatically into MS Word.
X7.3 has a relatively new “Share” feature (limited to 1 library)
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Download: Load the 30 day free trial version here: http://endnote.com/downloads/30-day-trial
Settings: For accessing PDFs off-campus (optional):
o Go to “Preferences/Find Full Text” and put, http://sfx.stanford.edu/local?sfx.directlink=off& in the
“OpenURL Path” box
o Off-site? Add http://lane.stanford.edu/secure/login.html?url=%2Fhelp%2Freferences.html to the
“URL” box
Importing PubMed References: Select the references you want to download by clicking in reference
“check boxes.” You can also download all references by not clicking on any check boxes. Next, in
PubMed, choose “Send To,” click on “File,” click on “Format” and choose “MEDLINE,” click on “Create
File.” If you’re using Firefox, you may be asked if you’d like to open with an application: choose
“EndNote” to open the file directly. Otherwise, download the file to your hard drive and use
EndNote’s “Import” function: to do this, choose “Import” and select the downloaded file; for “Import
Option,” choose “Other Filters” and pick “PubMed (NLM).” You can then import the downloaded file.
Tutorial: Lots are available (e.g., “How to use EndNote in 7 minutes”) here:
http://endnote.com/if/endnote-video-training
Purchase: Although you can purchase the full program online through Stanford Bookstore for $90
(http://www.stanford.edu/group/bookstore/SUprices/softwarecart.html) it’s often simpler to pick up
a copy at the Stanford Bookstore on main campus (call first to make sure it’s in stock!)
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ZOTERO
OVERVIEW: Excellent, free application that works as a web browser plug-in or separate client. Terrific for
grabbing items off the web (references, web pages, some PDFs). Works for Mac and Windows. You can use
it to create Groups that you can then share with others. WEBSITE: http://www.zotero.org
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Step 1: Create an account here: http://zotero.org.
Step 2: Download the "Zotero for Firefox" plugin here: http://www.zotero.org/download If you don't
have Firefox, simply download it.
Step 3: Download the plug-in for your word processor here:
https://www.zotero.org/support/word_processor_plugin_installation
Step 4: When Zotero integrates into FireFox, you’ll see a new "Z" Zotero icon in the upper right region
of your browser. Click the "Z" to activate Zotero
Step 5: In either PubMed or Google Scholar, run a search. Once you get some results, you'll now see a
small, yellow folder icon near the "Z" icon. Click this, and choose the references you want to save.
Step 6: For accessing PDFs:
Go to “Actions/Preferences/Advanced” and add the following URL to the
"OpenURL/Resolver" box: http://sfx.stanford.edu/local?sfx.directlink=off&
You can then use the little green arrow “Locate” pull-down to choose “Library Lookup” to
find the article
Step 7: Open MS Word and create a new document. You should see Zotero options under "Add-ins."
Importing References: For PubMed, run your search, then click on the small, yellow folder icon in the address
field of your browser to select the references you want to download.
Settings: For accessing PDFs:
o Go to “Actions/Preferences/Advanced” and put, http://sfx.stanford.edu/local in the “Resolver” box
o You can then use the little green arrow “Locate” pull-down to choose “Library Lookup” to find the
article
Purchase: FREE! Unless you want extra space on the Zotero
Tutorial: Tutorials are here: http://www.zotero.org/support/screencast_tutorials
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MENDELEY
OVERVIEW: Excellent, free application provides desktop client and personal web space. Compatible with
Mac, Windows, Linux. Stanford has a site license. Storage and backup of your papers and citations (7GB).
You can create public and private groups to share papers and citations (up to 10 private groups/15 users
per group). Citation styles for +1000 journals. Generate citations and bibliographies in Microsoft Word,
OpenOffice, and LaTeX.
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Download: Start here: https://library.stanford.edu/research/bibliography-management/mendeley
Be sure you activate your Stanford Mendeley expanded account!
Importing References: For PubMed, run your search, and then use the Mendeley Import add-on -https://www.mendeley.com/import -- to import the references. You may have to edit your pop-up blocker to
allow pop-ups from www.mendeley.com
Settings: Under “Tools” you can install the web importer and the MS Word plug in.
Tutorial: Tutorials are here: http://www.mendeley.com/videos-tutorials/
Purchase: FREE! Stanford has a site license
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PaperPile
OVERVIEW: Excellent, fee-based application that organizes your references, web pages, and PDFs. Works
on Chrome only. Allows you to collaboratively edit Google Docs!
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Set-Up:
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Sharing
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Create Folders to organize content for your individual projects
Create Shared Folders to organize content that you want to share with others
Click on the”+” symbol to create a new Shared Folder
Click on the down “arrow” next to the new Shared Folder and choose Manage Sharing
Folders. Send invites or a URL link to your intended collaborators
Adding References: Use the Add Paper option to import references from PubMed, Google Scholar, etc. When you
connect to a database from the Add Paper menu, you’ll see PaperPile links embedded in each reference. Click on the link
to add the reference to your PaperPile All Papers folder.
Creating Bibliographies: To add references to a paper, you must use Google Drive – Google Docs.
o Create a new document, then use the PaperPile plugin to add references and create bibliographie
o Use Citation style to select a bibliography style for your paper
o Use Format Citations to create the bibliography
o Use the Share option to invite others to co-edit your paper
PDFS: Can auto-download PDFs
Tutorial: Tutorials are available here: https://paperpile.com/help#guide-getting-started
Purchase: Academic price, $2.99 per month
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ENDNOTE WEB
OVERVIEW: EndNote Web is a web-based reference management tool that’s free to Stanford affiliates.
Doesn’t allow mass downloading of PDFs (need the stand-alone client for that). Uses “groups” to organize
references. WEBSITE: http://myendnoteweb.com
Importing References:
 Connect to http://lane.stanford.edu and click on PubMed
 Run a search and select some references
 Choose “Send to” and select “File” Select “MEDLINE” as your Format
 Save file as “pubmed_result.txt” You MAY have to release your pop-up blocker and use the “Send
to” “File” option once more
 Go back to EndNote Web and click on “Collect” and then “Import References”
 Select “Pubmed” as the import “Filter” then select a Group to import the references into
 You can also download a webpage/webcontent grabber under the “Options” tab. Click on
“Download installers,” then select “Firefox Extension” to access this tool.
Creating Bibliographies
 Download the Cite-While-You-Write client
 You may need to switch between stand-alone EndNote and EndNote Web using the “Cite While You
Write Preferences” on the EndNote X7 ribbon.
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Choose a bibliography style under “Style.” Run a search of your EndNote Web collections using
“Find Citation.” Insert the citations into your manuscript.
Christopher Stave, MLS
Instructional and Liaison Program Coordinator
Lane Medical Library/300 Pasteur Drive/Stanford University
Stanford, CA 94305-5123
650 725-4580
[email protected]
April 1, 2016
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