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COMPARATIVE ANALYSIS OF 
CITATION MANAGEMENT 
SOFTWARE 
JACOB HICKS & MICHAEL NELSON 
mnelson21 at missouriwestern dot edu...
CITATION MANAGEMENT SOFTWARE? 
 Can import/export and organize PDFs 
 Can create citations and bibliographies from PDFs ...
OBJECTIVE 
 Determine what users 
 Need 
 Want 
 Hate 
MISSOURI WESTERN STATE UNIVERSITY 
WWW.MISSOURIWESTERN.EDU/PSYC...
USER GOALS 
 Primary 
 Organize PDFs and articles 
 Create citations and bibliographies 
 Secondary 
 Search Database...
PRODUCTS THAT WERE TESTED 
 Qiqqa 
 Zotero 
 Mendeley 
 Colwiz 
 Endnote 
MISSOURI WESTERN STATE UNIVERSITY 
WWW.MISS...
QIQQA 
 Free version available 
 Full version $12/month or 
$120/ year 
 Available online 
 Product of Quantisle 
 Ad...
ZOTERO 
 Free Program 
 Available online 
 Product of Roy 
Rosenzweig Center for 
History and New Media 
 Ability to d...
MENDELEY 
 Free Program 
 Available online 
 Product of Mendeley 
Ltd. 
 Database searching 
without leaving the 
prog...
COLWIZ 
 Free program 
 Available online 
 Product of Colwiz 
 Online and offline 
services 
https://www.colwiz.com/ho...
ENDNOTE 
 Program available online 
 Free 30day trial after that 
 $249.95 
 Student price $113.95 
 A product of Tho...
COMMONALITIES 
 The ability to store and organize PDFs and files 
 The ability to create citations 
 Users can share fi...
DIFFERENCES 
Qiqqa Zotero Mendeley Colwiz Endnote 
Organize PDFs Yes Yes Yes Yes Yes 
Share Files Yes Yes Yes Yes Yes 
Dat...
USER INTERVIEWS 
 Interviewed two professors and three students 
 Had users interact with a program 
 Asked users quest...
USER 1- PROFESSOR 
 Likes 
 Annotate PDF’s from tablet 
 Pop-up explanations 
 Dislikes 
 When unable to edit PDF’s o...
USER 2 - PROFESSOR 
 Likes 
 When the interface is easy to navigate 
 Tabs over Windows 
 Note taking tools 
 Dislike...
USER 3 - UNDERGRADUATE STUDENT 
 Likes 
 Automatically creates a citation from an article 
 Easy to import files 
 Aut...
USER 4 - UNDERGRADUATE STUDENT 
 Likes 
 Database searching 
 PDF Reader 
 Tabs rather than windows 
 Dislikes 
 Non...
USER 5 - UNDERGRADUATE STUDENT 
 Likes 
 Can store and organize PDFs 
 Dislikes 
 No tutorial 
 Hard to find/use cita...
USER OPINIONS 
Questions User 1 User 2 User 3 User 4 User5 
Used Citation 
Management 
before? 
Endnote Endnote No No No 
...
COMMONALITIES BETWEEN ALL USERS 
 The programs provide a good storage place for organizing articles 
 Simple program lay...
MUST HAVE 
 Meet the basic functionality of organizing files and creating 
citations easily 
 Simple and intuitive inter...
NICE TO HAVE 
 Copy and paste citations from the program 
 More tools in toolbar 
 Notification if citation information...
MUST NOT 
 Hide the citation creator function 
 HAVE to read/watch a tutorial to use the program 
 Citation creator Plu...
HOW QIQQA MET AND FAILED NEEDS 
 Met 
 PDF reader function 
 Organized PDFs 
 Failed 
 Hard to figure out how to crea...
HOW ZOTERO MET AND FAILED NEEDS 
 Met 
 Easy to comprehend interface and toolbar functions 
 Organized PDFs 
 Failed 
...
HOW MENDELEY MET AND FAILED NEEDS 
 Met 
 Easy to comprehend interface and toolbar functions 
 Saves users time with lo...
HOW COLWIZ MET AND FAILED NEEDS 
 Met 
 Organized PDFs 
 Save users time with lots of functionality 
 Failed 
 Initia...
HOW ENDNOTE MET AND FAILED NEEDS 
 Met 
 Simple interface and functions 
 Citation creator was visible and intuitive 
...
PERSONA FOR PRODUCT 
Student- Jessica Flowers Professor- Dr. Dave Wilks 
MISSOURI WESTERN STATE UNIVERSITY 
WWW.MISSOURIWE...
SOCIAL AND DEMOGRAPHIC 
CHARACTERISTICS OF THE PERSONA 
Student- Jessica Flowers 
 19 years old 
 Single 
 Sophomore st...
PERSONA’S PERSONALITIES 
10 
9 
8 
7 
6 
5 
4 
3 
2 
1 
0 
Personality Traits 
Extravert Openness Conscientiousness Intell...
NEEDS & DESIRES 
Jessica Flowers 
 Create citations 
 Work the first time she uses it 
 Make her homework easier 
and f...
GOALS 
Jessica Flowers 
 Be able to use and figure out 
technology easily 
 Use programs to make her 
work easier 
 Use...
HABITS AND BEHAVIORS 
Jessica Flowers 
 Responsible student 
 Hang out with friends 
 Very involved as the 
sophomore c...
SKILLS AND EXPERTISE 
Jessica 
 Has used a computer and 
internet for 9 years 
 Involved with social media 
Dave 
 Has ...
PRODUCT EXPECTATIONS 
Jessica 
 Organize PDFs 
 Be able to create citations 
Dave 
 Organize PDFs and articles 
 Creat...
USER EXPERIENCE GOALS 
Jessica 
 Be able to use and figure out 
technology easily 
 Use programs to make her 
work load ...
MUST DO… 
Jessica 
 Work the first time she uses it 
 Make her homework easier 
and faster 
 Give her more free time 
D...
NEVER DO… 
Jessica 
 Download a plugin 
 Make her homework harder or 
more time consuming 
Dave 
 Make him spend a lot ...
OVERALL SUMMARY 
 Lots of citation management software out there 
 Some are good 
 All still need improvement 
 Users ...
TAKE HOME MESSAGE 
 Users ‘must have’ 
 Organize PDFs 
 Easy to use citation creator 
 Simple interface 
 Users ‘nice...
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Citation managers- a comparative analysis

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This is a comparative analysis of five different citation managers. We compared the functionality, features and user comments of Endnote, Colwiz, Mendeley, Zotero and Qiqqa.

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Citation managers- a comparative analysis

  1. 1. COMPARATIVE ANALYSIS OF CITATION MANAGEMENT SOFTWARE JACOB HICKS & MICHAEL NELSON mnelson21 at missouriwestern dot edu jhicks5 at missouriwestern dot edu MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  2. 2. CITATION MANAGEMENT SOFTWARE?  Can import/export and organize PDFs  Can create citations and bibliographies from PDFs MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  3. 3. OBJECTIVE  Determine what users  Need  Want  Hate MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  4. 4. USER GOALS  Primary  Organize PDFs and articles  Create citations and bibliographies  Secondary  Search Database  File Sharing MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  5. 5. PRODUCTS THAT WERE TESTED  Qiqqa  Zotero  Mendeley  Colwiz  Endnote MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  6. 6. QIQQA  Free version available  Full version $12/month or $120/ year  Available online  Product of Quantisle  Additional research functions  Brainstorm  Expedition (http://www.qiqqa.com/) MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  7. 7. ZOTERO  Free Program  Available online  Product of Roy Rosenzweig Center for History and New Media  Ability to drag and drop citations into documents https://www.zotero.org/ MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  8. 8. MENDELEY  Free Program  Available online  Product of Mendeley Ltd.  Database searching without leaving the program http://www.mendeley.com/ MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  9. 9. COLWIZ  Free program  Available online  Product of Colwiz  Online and offline services https://www.colwiz.com/home MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  10. 10. ENDNOTE  Program available online  Free 30day trial after that  $249.95  Student price $113.95  A product of Thomson Reuters  Automatically creates citations http://endnote.com/ MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  11. 11. COMMONALITIES  The ability to store and organize PDFs and files  The ability to create citations  Users can share files with other users  Online capabilities such as file syncing and cloud storage MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  12. 12. DIFFERENCES Qiqqa Zotero Mendeley Colwiz Endnote Organize PDFs Yes Yes Yes Yes Yes Share Files Yes Yes Yes Yes Yes Database Searching Yes No Yes Yes Yes Free to Use Yes- Pay for all features Yes Yes Yes No- Free 30 day trial Able to create citation Yes w/ Plugin Yes w/ Plugin Yes w/ Plugin Yes w/ Plugin Yes Automatically creates citation No No No No Yes Plug in for Word Yes Yes Yes Yes Yes PDF reader in program Yes No Yes Yes Yes MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE Citation Styles 6,390+ 6700+ 6700+ 6700+ 6500+
  13. 13. USER INTERVIEWS  Interviewed two professors and three students  Had users interact with a program  Asked users questions about their experience  Likes  Dislikes  What they want from the program MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  14. 14. USER 1- PROFESSOR  Likes  Annotate PDF’s from tablet  Pop-up explanations  Dislikes  When unable to edit PDF’s or open in window  When unclear how to make citation  Having to read a tutorial  Needs  Meet basic functionality of citations and easily export to word  To easily import and export PDF’s MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  15. 15. USER 2 - PROFESSOR  Likes  When the interface is easy to navigate  Tabs over Windows  Note taking tools  Dislikes  When cannot preview a PDF  When unclear how to make citation  Wasted space  Needs  Create, Copy and paste citations and bibliography  Manage library of articles MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  16. 16. USER 3 - UNDERGRADUATE STUDENT  Likes  Automatically creates a citation from an article  Easy to import files  Automatically syncs with Word  Dislikes  Difficult to attach PDFs to files  Hard to learn initially  No start-up guide  Needs  Easily create accurate citations from articles MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  17. 17. USER 4 - UNDERGRADUATE STUDENT  Likes  Database searching  PDF Reader  Tabs rather than windows  Dislikes  Non-intuitive citation creator  Unfriendly interface  Needs  Create citations without using word  Create accurate citations MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  18. 18. USER 5 - UNDERGRADUATE STUDENT  Likes  Can store and organize PDFs  Dislikes  No tutorial  Hard to find/use citation creator  Needs  Intro Tutorial MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  19. 19. USER OPINIONS Questions User 1 User 2 User 3 User 4 User5 Used Citation Management before? Endnote Endnote No No No Tutorial v. Exploration Explore Explore Tutorial Combination Tutorial Use to share files? No Yes No No Maybe Willing to pay? No Yes- small fee No No Maybe- Small fee MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  20. 20. COMMONALITIES BETWEEN ALL USERS  The programs provide a good storage place for organizing articles  Simple program layouts and interfaces  The ability to search online databases for articles and PDFs  A PDF reader built into the program with editing functions  The use of tabs in program instead of opening separate new windows MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  21. 21. MUST HAVE  Meet the basic functionality of organizing files and creating citations easily  Simple and intuitive interface  Easy to use citation creator  Easy to use functions  Citation information should be easily visible  Save time MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  22. 22. NICE TO HAVE  Copy and paste citations from the program  More tools in toolbar  Notification if citation information is missing  PDF reader in program  Automatic online matching of citations to make sure the citation is correct  Tutorial on the program MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  23. 23. MUST NOT  Hide the citation creator function  HAVE to read/watch a tutorial to use the program  Citation creator Plugin  Have to open word to create a citation  No PDF reader in the program  Multiple windows MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  24. 24. HOW QIQQA MET AND FAILED NEEDS  Met  PDF reader function  Organized PDFs  Failed  Hard to figure out how to create citations  Have to read the directions MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  25. 25. HOW ZOTERO MET AND FAILED NEEDS  Met  Easy to comprehend interface and toolbar functions  Organized PDFs  Failed  Hard to find/use citation creator  PDF reader not included in program MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  26. 26. HOW MENDELEY MET AND FAILED NEEDS  Met  Easy to comprehend interface and toolbar functions  Saves users time with lots of functionality  Failed  Hard to find citation creator MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  27. 27. HOW COLWIZ MET AND FAILED NEEDS  Met  Organized PDFs  Save users time with lots of functionality  Failed  Initially unclear citation creator MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  28. 28. HOW ENDNOTE MET AND FAILED NEEDS  Met  Simple interface and functions  Citation creator was visible and intuitive  Failed  Difficult to use import/export function MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  29. 29. PERSONA FOR PRODUCT Student- Jessica Flowers Professor- Dr. Dave Wilks MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  30. 30. SOCIAL AND DEMOGRAPHIC CHARACTERISTICS OF THE PERSONA Student- Jessica Flowers  19 years old  Single  Sophomore student  Sophomore Class Senator  Lives on campus  Good student (3.7 GPA) Professor- Dr. Dave Wilks  54 years old  Married  Has two kids  Has taught psychology for 25 years  Lives 20 minutes away from campus MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  31. 31. PERSONA’S PERSONALITIES 10 9 8 7 6 5 4 3 2 1 0 Personality Traits Extravert Openness Conscientiousness Intelligence Reliable Jessica Flowers Dr. Dave Wilks MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  32. 32. NEEDS & DESIRES Jessica Flowers  Create citations  Work the first time she uses it  Make her homework easier and faster  Give her more free time Dr. Dave Wilks  Create citations  Manage library  Be easy to use and understand  Make his work easier  Save him time MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  33. 33. GOALS Jessica Flowers  Be able to use and figure out technology easily  Use programs to make her work easier  Use programs to stay more organized  Use applications and programs to do her homework Dr. Dave Wilks  To try and stay organized with classwork and overall workload  Know and use current technology proficiently  Teach his students better ways to do homework  Have time to spend at home with his wife and kids MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  34. 34. HABITS AND BEHAVIORS Jessica Flowers  Responsible student  Hang out with friends  Very involved as the sophomore class senator  Sometimes procrastinates, but always gets work done on time  Open to ideas that could make her workload easier Dr. Dave Wilks  Loves to teach  Known to students as a cool and approachable  Enjoys wine tastings with his wife  Spend time with his children  Ride his bike for exercise  Very involved with his classes MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  35. 35. SKILLS AND EXPERTISE Jessica  Has used a computer and internet for 9 years  Involved with social media Dave  Has used a computer for 24 years  Used internet for 16 years  Teaches psychology MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  36. 36. PRODUCT EXPECTATIONS Jessica  Organize PDFs  Be able to create citations Dave  Organize PDFs and articles  Create Citations  Be able to use the program without directions MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  37. 37. USER EXPERIENCE GOALS Jessica  Be able to use and figure out technology easily  Use programs to make her work load easier  Use programs to stay more organized  Use applications and programs to do her homework Dave  Be able to figure out and use technology easily  Make his workload easier by using technology  Save time by using programs  Use programs to organize articles and PDFs  Easily share articles with his students MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  38. 38. MUST DO… Jessica  Work the first time she uses it  Make her homework easier and faster  Give her more free time Dave  Be easy to use and understand  Make his work easier  Save him time MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  39. 39. NEVER DO… Jessica  Download a plugin  Make her homework harder or more time consuming Dave  Make him spend a lot of time learning the technology MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  40. 40. OVERALL SUMMARY  Lots of citation management software out there  Some are good  All still need improvement  Users really liked Endnote  Easy to use citation creator  Familiar interface MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE
  41. 41. TAKE HOME MESSAGE  Users ‘must have’  Organize PDFs  Easy to use citation creator  Simple interface  Users ‘nice to have’  PDF reader in program  Users ‘must not’  Have to read tutorial  Have to install plugin  Multiple windows  Products that met most of the must haves  Endnote, Mendeley, Colwiz  Products that met the nice to haves  Endnote MISSOURI WESTERN STATE UNIVERSITY WWW.MISSOURIWESTERN.EDU/PSYCHOLOGY/GRADUATE

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