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Use of Reference Management 
Software in Research 
V. Sriram 
Chief Librarian, K.N. Raj Library 
Centre for Development Studies 
Thiruvananthapuram 
email: vsrirams@gmail.com
Contents 
 Literature – What and How to manage 
 Basics of referencing – What and Why 
 Reference management software 
 Zotero – Features 
 Zotero – Word integration
Literature 
Research requires engagement with 
literature at each and every stage starting 
from exploring the topic to submission of the 
paper / theses / report. 
Researchers gather a huge mound of 
literature in the research process and are 
often shocked to find that they are not able to 
manage it well. 
Making literature manageable involves 
assessing their relevance, systematically 
keeping track of the sources, and maintaining 
notes / annotations
Managing Literature 
Systematic gathering of sources: 
Using proper tools to gather literature – 
Google Scholar, Journal Databases, … 
Creating bibliographic records and making it 
error free 
Organizing by topic, subject, research area… 
Linking the soft copy full text for easy 
retrieval 
Assigning a unique primary-key for print 
items.
Managing Literature 
Annotation / Notes: 
Incorporating the following - 
Author and the audience 
Summary 
Critical comments 
Notes on relevance
Referencing 
What is referencing? 
It is a method used by the researchers to 
demonstrate that they have conducted a 
thorough and appropriate literature search, 
and reading. To accurately acknowledge 
other people's work and ideas when writing 
your own work, you need to use a referencing 
style. There are many types of referencing 
style such as Chicago Style, MLA, MPA …
Referencing 
Need for referencing 
Accurate referencing reflects good academic practice 
and enhances the presentation of your work: it shows 
that your writing is based on knowledge and informed 
by appropriate academic reading. 
You need referencing to ensure that anyone reading 
your work can trace the sources you have used in the 
development of your work, and give you due credit 
for your research efforts and quality. 
If you do not acknowledge another writer's work or 
ideas, you could be accused of plagiarism.
Citation Style 
http://citationstyles.org/ 
https://zotero.org/styles 
7126 styles and growing … 
APA, Chicago Manual of Style, IEEE, 
MLA …
Reference management software 
To record the details of all the information 
you find. You will need these details to 
provide accurate references, and to enable 
you to locate the information again at a later 
date 
Benefits: 
search easily for a particular reference to 
which you need to refer back 
print or save lists of references 
insert citations into your document and 
automatically produce a bibliography in 
whatever style you require
Reference management software - Evolution 
Proprietary / Free Open Source 
1980s – Reference Manager, End 
Note, Bookends 
1990s – Pybliographer, Biblioscape, 
2000s – 25 new software – Mendeley, 
Zotero 
Comparison - 
http://en.wikipedia.org/wiki/Comparison_of_reference_managem 
ent_software
Reference management software - Evolution 
 MS Word: References. Citation and 
Bibliography 
 Beginner: Zotero 
 Advanced: Mendeley 
 LaTex users: JabRef
Zotero 
Free – Open Source 
Platform independent 
Works Offline and Online 
Over 6700 referencing styles 
Data Sharing 
26 fields 
34 Types of Sources 
Linking full text / pdf 
Integration with MS-Office / Open Office
Conclusion 
Organizes your research materials 
Long term storage 
Reduces data entry and formatting 
Helps to develop your research
Thank you! 
V. Sriram 
email: vsrirams@gmail.com 
Mob: 9447251892
Firefox - Installation
Zotero - Installation
Zotero - Installation
Open Zotero
Collecting References
Collecting References
Adding items
Organizing items
Drag & Drop Items
Notes
Tags
Searching Items
Zotero – Word Add - in
Insert Citation
Insert Bibliography
Create Zotero Account
Zotero Login
Synchronize
Settings
Backup
Use of Reference Management Software in Research by V. Sriram
Use of Reference Management Software in Research by V. Sriram

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Use of Reference Management Software in Research by V. Sriram

  • 1. Use of Reference Management Software in Research V. Sriram Chief Librarian, K.N. Raj Library Centre for Development Studies Thiruvananthapuram email: vsrirams@gmail.com
  • 2. Contents  Literature – What and How to manage  Basics of referencing – What and Why  Reference management software  Zotero – Features  Zotero – Word integration
  • 3. Literature Research requires engagement with literature at each and every stage starting from exploring the topic to submission of the paper / theses / report. Researchers gather a huge mound of literature in the research process and are often shocked to find that they are not able to manage it well. Making literature manageable involves assessing their relevance, systematically keeping track of the sources, and maintaining notes / annotations
  • 4. Managing Literature Systematic gathering of sources: Using proper tools to gather literature – Google Scholar, Journal Databases, … Creating bibliographic records and making it error free Organizing by topic, subject, research area… Linking the soft copy full text for easy retrieval Assigning a unique primary-key for print items.
  • 5. Managing Literature Annotation / Notes: Incorporating the following - Author and the audience Summary Critical comments Notes on relevance
  • 6. Referencing What is referencing? It is a method used by the researchers to demonstrate that they have conducted a thorough and appropriate literature search, and reading. To accurately acknowledge other people's work and ideas when writing your own work, you need to use a referencing style. There are many types of referencing style such as Chicago Style, MLA, MPA …
  • 7. Referencing Need for referencing Accurate referencing reflects good academic practice and enhances the presentation of your work: it shows that your writing is based on knowledge and informed by appropriate academic reading. You need referencing to ensure that anyone reading your work can trace the sources you have used in the development of your work, and give you due credit for your research efforts and quality. If you do not acknowledge another writer's work or ideas, you could be accused of plagiarism.
  • 8. Citation Style http://citationstyles.org/ https://zotero.org/styles 7126 styles and growing … APA, Chicago Manual of Style, IEEE, MLA …
  • 9. Reference management software To record the details of all the information you find. You will need these details to provide accurate references, and to enable you to locate the information again at a later date Benefits: search easily for a particular reference to which you need to refer back print or save lists of references insert citations into your document and automatically produce a bibliography in whatever style you require
  • 10. Reference management software - Evolution Proprietary / Free Open Source 1980s – Reference Manager, End Note, Bookends 1990s – Pybliographer, Biblioscape, 2000s – 25 new software – Mendeley, Zotero Comparison - http://en.wikipedia.org/wiki/Comparison_of_reference_managem ent_software
  • 11. Reference management software - Evolution  MS Word: References. Citation and Bibliography  Beginner: Zotero  Advanced: Mendeley  LaTex users: JabRef
  • 12. Zotero Free – Open Source Platform independent Works Offline and Online Over 6700 referencing styles Data Sharing 26 fields 34 Types of Sources Linking full text / pdf Integration with MS-Office / Open Office
  • 13. Conclusion Organizes your research materials Long term storage Reduces data entry and formatting Helps to develop your research
  • 14. Thank you! V. Sriram email: vsrirams@gmail.com Mob: 9447251892
  • 18.
  • 24. Drag & Drop Items
  • 25. Notes
  • 26. Tags
  • 28. Zotero – Word Add - in