The document discusses the evolution of reference management systems, highlighting the rise of various tools such as EndNote, Mendeley, and Zotero, and their merging functionalities catering to academic needs. It also explores the user personas, their preferences, and the challenges posed by technology in research collaboration. The increasing importance of online access, social suggesting, and the demand for customization in citation and research tools are emphasized.

1. The future of
reference
management
systems:
technology – people
– institutions
20130924, Jeroen Bosman
@jeroenbosman
http://www.slideshare.net/hierohiero

2. Ref tool evolution
98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13
< 1984 Reference Manager
< 1988 Endnote
X Procite
Refworks
Zotero
X Connotea
CiteUlike
BibSonomy
(Mekentosj) Papers
Mendeley
RefWorks Flow
Citavi
Qiqqa
Colwiz
Authorea
classic
social bookmarking
full text workflow
research organising, authoring

3. beyond reference management
like Mendeley + task planning + team work
like Mendeley + OCR + library classification
+ ref analysis + team work + PDF conversion + browser
like Mendeley + research planning + event managing
+ cloud drive + calendar
Authoring tool in LaTex or Markdown format + collaboration +
templates + citation styles + citing by DOI and URL

4. REF TOOL
CURSE
>100 >5000
PDF-versions
RIS, La
tex, X
ML

5. Looking at each other
• Commercial consolidation:
– Thomson (Endnote family)
– Springer (Papers)
– Elsevier (Mendeley)
– Proquest (RefWorks)
• Functionality convergence
• Crucial remain:
– choice for desktop and/or web version
– options for collaborating/co-authoring

6. Changes in academia
• Rise and rise of the PDF
• Online search, full text search
• Big science, co-authoring
• Sharing, social suggesting
• Open Access
• Open source (e.g. Open Office)
• Data citation and publishing
(e.g. Scientific Data)
• Preprints
• Online first
• Versioned publishing
• Nanopubs, semantic publishing
• Mobile
• Open review
Overview: force11.org/tools
what, wh
ere, how
we cite
and write

7. Reference personae
• Organizer: tag, filter, classify, option lover
• Risk avoider: classic tool and saves full text
• Counting the seconds: demands desktop tool
• Change avoider: can barely manage the tech
• Follow the (tech) leader: no opinion
• Tech lover: switches easily
• Play it by the rules: style sensitivity
• Capitalizer: won’t switch

8. Disciplines – “we are diffferent!”
• LaTex in computer
science, physics, maths, philosophy
• Custom styles for books etc. in humanities
• Vast co-authoring in life science and physics
• Manual entry in humanities

9. Student/researcher
• Personal device
configuration
• Varying demands
Library
• User support
• Instruction, training
• Guides
• Admin, customization
RefWorks
• Help, libguide
• Webinars
• Admin cite/community
• Support, for
• end user
• library admin
• WNC version notes
• Community FAQ
University IT
• Installing WNC
• Network performance
• Office updates
• Browser policy
• Device support (or not)
Support quadrangle
closer cooperation

10. Irreproducability
• WNC version (3/4)
• OS type and version (Windows/iOS)
• Browser type and version (IE/FF/Chrome)
• Text editor type and version
• On/off campus

11. Cloud, BYOD, advising
• Avoid installing
• Support devices
• Advise on tools choice and use
But can’t know it all → community