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| RefWorks | EndNote | |
| Cost | Free to Princeton students, staff and faculty (PU has a site license). After graduation, licensing cost is 100/year (2005 price). | Requires individual purchase by user; educational discount available through the Princeton Software Repository . |
| Operating System | Operating System Independent (Web-based). | Macintosh, Windows, and Networked Systems. |
| Program | Same for all operating systems. | PC and Mac require different software programs. |
| Ease of Use | It is simpler than EndNote and easier to learn. | Slightly more difficult to use than RefWorks. One also needs to learn where and how to update some utility files for filters, styles, and connections. |
| End-user Support and Training | Available from RefWorks via e-mail or phone and Princeton librarians. | Princeton EndNote Users' Blog and Princeton librarians. |
| Course Management Integration | Yes, for Blackboard (look under Tools menu). | No. |
| Database/Record Structure | RefWorks | EndNote |
| Sharing of Data between programs | Yes | Yes |
| Maximum # of records per library or folder | Unlimited | Unlimited |
| Maximum record size | The notes, abstract and user definable fields are limited to 1 gigabyte of information. | 50KB (10 pages of text) |
| Maximum # of fields (e.g. author, title) |
Pre-defined: 31 Custom fields: 5 |
Predefined (customizable): 44 Custom fields: 7 |
| Maximum # of reference types (e.g. journal, book) |
Pre-defined: 23 User-defined: None |
Pre-defined (customizable): 35 User-defined: 2 |
| Editing/Entry of Information | RefWorks | EndNote |
| Search and Replace | No | Yes |
| Global editing | Can globally add terms. | Can globally add/replace terms. |
| Auto completion of data | No | Yes, for author(s), keyword(s) and journal title(s) |
| Spell Check | No | Yes |
| Duplicate detection | Yes | Yes |
| Authority lists | Yes, authors, keywords, and journal titles automatically generated. | Yes, authors, keywords and journal titles automatically generated. |
| Support of special characters | Unicode compliant. Use operating system character map for Greek, mathematical, and typographical symbols. Special language characters may be entered if browser and keyboard are set to specific language. Electronically transferred records with special characters are converted to Unicode. | Unicode compliant. Use operating system character map for Greek, mathematical, and typographical symbols. Special characters may be entered if browser and keyboard are set to specific language. Electronically transferred records with special characters are converted to Unicode. |
| Linking to PDFs or other materials on the web or desktop. | Yes: OpenURL compliant. Automatically uses  links. |
Yes: Open URL compliant. Must configure EndNote to use
the
links. |
| Store and cite images and objects | No | Yes, with v.8 or higher. |
| Searching | RefWorks | EndNote |
| Sort capabilities | Yes, by selected fields. Results of a search are automatically ranked by relevance. |
Yes, by any field. No relevancy ranking. |
| Boolean AND, OR, NOT | Yes | Yes |
| Field Searching | Yes, by selected fields. | Yes, by any field. |
| Advanced Search | Yes: includes truncation (except for keywords). | Yes: Includes truncation and date range searching. |
| Direct Search of Online Catalogs/Databases | Yes: 40+ | Yes: 430+ |
| Search Across Multiple Folders/Libraries | Yes | No |
| Authority list browsing | Author, Keyword, Journal Title | Author, Keyword, Journal Title |
| Save search strategies | No | Yes |
| Importing Data | RefWorks | EndNote |
| Filters for importing from online databases |
Yes: About 40 available Others available on request |
Yes: 390+ Others available on request |
| Editing or creating filters | No | Yes |
| Use of Direct Export Feature | Currently around 15 different database vendors offer direct export of records into RefWorks | Yes: Currently around 14 different database vendors offer direct export of records into EndNote. |
| Word Processor Compatibility | RefWorks | EndNote |
| Work within a word processor to create formatted bibliographies, in-text citations, and footnotes. | Yes: Write N Cite plug-in works with Microsoft Word 2000 and up. Use On-line/Cite View for all platforms, browsers, and word processors. | Yes: Cite While You Write plug-in works with Microsoft Word 2000 and up and Mac Word 10.1.2 - 10.1.4. Use EndNote Add-in for WordPerfect. Use RTF Document Scan for most other word processors. |
| Can you insert references manually and then automatically generate formatted bibliographies, in-text citations, and footnotes? | Yes. | Yes. |
| Creating Bibliographies | RefWorks | EndNote |
| Automatically create a formatted bibliography, footnotes, and in-text citation. | Yes. RefWorks has 200+ styles from which to choose. | EndNote has 1,200+ styles from which to choose. |
| Can you Edit/Create styles? | Yes: You can edit an existing style or create a new style. | Yes: You can edit an existing style or create a new style. |
| Create a bibliography as a file within RefWorks or EndNote? | Yes: Choose a style and select a file type. File types
supported are Word for Windows 2000 or later Word for Mac 98 or later HTML Rich Text Format (RTF) Plain Text |
Yes: Choose a style and select a file type.File types supported
are |
| Create a Subject Bibliography (create a list of references grouped by subject). | No | Yes: You may generate a bibliography grouped by any field, e.g. subject, author). |
| Create a formatted list of figures, charts, etc. | No | Yes |
| Special Features | RefWorks | EndNote |
| Collaboration features | Facilitates collaboration with its multi-user access and simultaneous editing of an account, while also offering, Read Only access of the same data. | Facilitates collaboration with its creation of a mini-EndNote Library within a word processor document, as well as being able to pack PDFs within a library rather than just linking to them in a different location. |
| Web publishing | Can publish or share own database on the web. | No direct web publishing capability. |
| Palm compatibility | No | References can be downloaded to Palm top devices. |
| Allows you to export records to other RefWorks users, or in a format compatible with other bibliographic database management programs. | Allows you to export records to other EndNote users, or in a format compatible with other bibliographic database management programs. | |