Citation Tools Help

Need help with Zotero? Email Anna Esty:

Classes Schedule

EndNote: Getting Started

Monday, March 3, 3:30-5:00 – Lamont Library, Room B30


A hands-on workshop introducing the features of EndNote, a powerful tool to organize your research and output papers in a variety of citation formats. We will provide computers with the latest version of EndNote, so no need to bring your own.

To register, please contact Reed Lowrie at

Mastering Mendeley

Thursday, March 6, 3:30-5:00 Lamont Library, Room B30


Have a hard drive full of pdfs? Mendeley can not only organize them for you, but allows you to annotate them and share them with colleagues. In addition it can generate citations in your word processing program and it syncs easily with mobile devices. It also has social media features that allow you to connect with other scholars sharing your interests. This hands-on workshop will give you enough information to get started using Mendeley. Please visit to download Mendeley onto your computer before the workshop.


To register, please contact Susan Gilman at


RefWorks Citation Management Workshop

Thursday, March 6, 1:00-2:00 PM – Lamont Library, Room B30

Wednesday, March 12, 4:00-5:00 PM – Lamont Library, Room B30

RefWorks is a citation management tool that simplifies the "busy work" of research. It can compile citations directly from HOLLIS and library databases; create your bibliography in the format you choose; and insert citations or footnotes in your text as you write. Harvard librarians will offer training sessions in the basics of RefWorks at Lamont Library.

To register, please contact Steve Kuehler at

Zotero: Getting Started

Tuesday, March 11, 2:00-3:30 PM – Lamont Library, Room B30

In this course we’ll discuss the basics of the Zotero reference and citation management system to collect, organize, cite, and share your research sources. You should sign up for a Zotero account before the class itself – if you have any difficulty with this process, contact us ahead of time.

To register, please contact Anna Esty at

What are Citation Tools?

Citation tools offer an easy way to collect and manage references, research notes, and PDFs. They can also generate in-text citations and bibliographies. These are the four major tools (Zotero, Endnote, RefWorks, and Mendeley). Many historians use Zotero, but you should choose whatever works best for your needs.

Citation Tools Comparison Chart




Storage Space

Unlimited with Harvard subscription

Unlimited with EndNote X8 and above

Unlimited with Harvard email address


Free with Harvard subscription

Student pricing; free FAS download (free 30-day trial options)






Technical Support

Technical support available

Excellent professional technical support

Good user community technical support


Supports entire science writing process, not just saving & organizing of references

Very robust; good search and storage capability; direct export option within library databases; works very well with PubMed

Good at pulling metadata from web resources; PDFs import automatically

After Harvard


$200+ post-graduation if not already purchased as a student

Free - 300 MB storage (or more for a price)

Other Considerations

Can use to discover other papers in life sciences

Steeper learning curve; many customization features

Firefox & Chrome versions available; open source; not good for bulk downloads

Word-processing Options

MS Word; Google Docs; Manuscripts for Mac

CWYW works with MS Word & OpenOffice; Format Paper works with Pages, Nissus, WordPad, and others

Plug-ins that work with MS Word, OpenOffice, LibreOffice, and Google Docs

Mobile Options

iPad, iPhone, and Android apps

iPad app

Multiple options: see Zotero guide

Sharing capabilities

Multiple shared projects with up to 150 people

Can share 1 library with up to 100 people

Multiple public or private group libraries with unlimited members

Citing Your Work

Harvard Guide to Using Sources

Citing your sources correctly is an important element of good scholarship. This guide, produced by the Expos Writing Program, is a great place to learn more about citing sources:

Chicago Manual of Style Online

The Chicago Manual of Style is a useful resource for working through tricky citations. Print copies are available at many libraries, or you can access it online.