Comparison of Bibliographic Management Systems - Organization

Organization

Here we focussed on the organization of references. We concentrated on term lists, duplicate handling, search options within the system, sorting possibilities, etc.

If you have problems understanding some terms, please see our Terminology List.

Citavi
v 4.1
References can be organized in different projects and within these categories and cubcategories can be defined. Duplicates can be found and worked on easily.

Citavi offers extensive search functions. Default is always the advanced search including tips & tricks for search strategies. You can search over all fields.

The layout can be customized individually. Citavi offers various filtering and sorting options and additionally the possibility to view references in a table version.

Citavi also offers a functional term list. Missing meta is updated automatically. Last imported references are shown separately.

EndNote
v X7
References can be organized in groups, subgroups, smart groups, combined groups and group sets. A reference can belong to more than one group. Duplicates can be found and worked on easily.

The content of "PDF auto import folders" stored on your harddrive is automatically imported to EndNote. PDF auto-renaming can be defined. The folder structure of imported collections of documents on your harddrive will remain.

EndNote offers good search functions with various operators and limits. It is possible to search within the whole library but not in multiple groups.

References can be sorted by any displayed field. Term lists can be created by Author, Journal or Keyword. Additional indices from any field can also be created.

Missing metadata is updated automatically. Last imported references are shown separately.

In the web version, subgroups and smart groups will not be reflected. There are less search and sort functionalities.

JabRef
v 2.8
For organizing references JabRef offers static as well as dynamic groups (to which references aare assigned automatically according to previously defined queries).

There is only one search field available but complex queries using AND, OR, NOT are supported.

Mendeley
v 1.9
For organizing references in Mendeley you can build groups, folders and subfolders (also within groups). Papers in the "My Publications" folder are published in your online profile. The content of "Watched Folders" stored on your harddrive is automatically imported to Mendeley.

PDFs will be renamed in a defined structure and in PDFs text can be highlighted, sticky notes attached and definitions searched in Wikipedia.

References can be filtered by your own tags, author´s keywords, author or publication and they can be sorted by any field. In the web version a tag cloud is created. Mendeley offers good search functions inside your desktop library.

Duplicates are recognized and can either be merged or deleted. Missing metadata can be updated automatically.

Papers
v 2.6
In Papers references can be organized in manual collections, smart collections (store all references that meet defined criteria) and Livfe collections to share references (all with subfolders). The content of "Watched Folders" stored on your harddrive is automatically imported to Papers. The folder structure of imported collections of documents on your harddrive will remain. The collection "My Research" stores all documents in which citations were made with Papers. The category "Sources" lists references by author name, periodicals or conference papers.

Papers offers good search functions inside your library.

References are classified with keywords and can be filtered by any field available.They can be colored, flaged and in PDFs annotations and sticky notes can be added.

Duplicates are already shown before you import them.

Missing metadata is updated automatically. Last imported references are shown in a separate folder.

RefWorks
v 2.0
References can be stored in folders and subfolders. These can be set private or shared with others.

Duplicates can be found either as exact match or nearby match. When deleting duplicates or other references they are stored in a separate foder and can be restored if necessary.

RefWorks offers three term lists: Author, Desciptor and Journal.

References can be sorted variously and searched for over all available fields. Meta data must be amended manually. Imported references are first stored in a separate folder.

Zotero
v 4.0
Zotero offers multiple functions of organizing references. They can be stored in folders, subfolders and/or groups with folders. Dynamic folders automatically store references according to a defined search query.

References can be classified with tags. These can be combined and searched for.

Duplicates can be merged.

References can be sorted by any displayed field.

Notes can be independent or added to references and references can be combined together. Last imported references are not shown separately. Missing metadata must be amended manually.

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