![]() Another missing feature is allowing associated edited book chapter entries. The advantages of Sente are its super-flexible customisation of formatting styles and its excellent in-text citation modifiers (although it cannot suppress a year, only the author, so if you want to say "Smith (2000) theorised that.", you have to write "Smith" manually, but the reference year will still show up with author suppressed). It also works with Word 2013 for Mac, but I have not used it that way. Sente is my reference manager of choice with Mellel, my favourite word processor. If online storage is not an issue for you, or you want to get into monthly subscriptions, it might make sent to try this out. Additional storage is available for a reasonable fee. It seems to tick most of my boxes, although I have never really given it a good run, mostly because the collaborative feature is limited by free storage of only 300MB. Zotero is a web-based application with downloadable software. Over a two or three year research project, paid software might be cheaper. In terms of collaboration, the free account only allows a 100MB of shared storage and 2GB of personal storage. Personal plans are a reasonable monthly price, but the team plan allowing for five collaborators is $49/ month. I couldn't find any others that did that. As at September 2015, Mendeley has a plug-in that works with Word 2016. The basic version is free, so its worth a shot. I liked the 'social' aspect of it, but ultimately found that things like modifying citations (i.e. suppress Author) were weak as was the ability to customise styles. I tried Mendeley when I was setting up my workflow. I think they call this the travelling library or something like that. 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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