Reference management software

General resources on citing and referencing. Use the links on the left to view resources on specific referencing styles.

To use an individual resource in your teaching materials (in accordance with the terms of the licence), either link to it directly via the Preview button or click on the file download button. Cardiff University students can also access tutorials and some other resources via the Study Skills section of the Intranet.

Resource title and description Type
EndNote Desktop Tutorial 1: Getting started with EndNote
The first in a series of four Xerte tutorials introducing the main features of the desktop version of EndNote. This tutorial covers installing EndNote and creating your own EndNote Library. Made available under CC licence with permission from Clarivate Analytics.
Tutorial
EndNote Desktop Tutorial 2: Searching databases and importing references
The second in a series of four Xerte tutorials introducing the main features of the desktop version of EndNote. This tutorial covers exporting references from bibliographic databases and manually adding references from other sources. Made available under CC licence with permission from Clarivate Analytics.
EndNote Desktop Tutorial 3: Working with your EndNote references
The third in a series of four Xerte tutorials introducing the main features of the desktop version of EndNote. This tutorial covers organising and searching your EndNote library as well as adding and annotating PDFs. Made available under CC licence with permission from Clarivate Analytics.
EndNote Desktop Tutorial 4: EndNote and Microsoft Word
The fourth in a series of four Xerte tutorials introducing the main features of the desktop version of EndNote. This tutorial covers citing and referencing in Word using references in your EndNote library and changing the citation style. Made available under CC licence with permission from Clarivate Analytics.
Tutorial
EndNote Online Tutorial 1: Getting Started with EndNote Online
This tutorial will guide you through the process of:
  • registering for an EndNote Online account
  • logging into EndNote Online
  • installing plugins so you can insert citations in Microsoft Word
  • setting up the referencing styles you will need.
Made available under Creative Commons licence with permission from Clarivate Analytics
EndNote Online Tutorial 2: Adding references to your EndNote Online library
This tutorial will show you how to:
  • find appropriate bibliographic databases
  • search for and export references from various databases
  • import references into your library
  • manually add references to you library.
Made available under Creative Commons licence with permission from Clarivate Analytics.
EndNote Online Tutorial 3: Working with your library
This tutorial will show you how to:
  • organise your references into groups
  • share groups with other users
  • edit, delete and find duplicate references
  • create a standalone bibliography.
Made available under Creative Commons licence with permission from Clarivate Analytics.
EndNote Online Tutorial 4: Using EndNote Online with Microsoft Word
This tutorial will show you how to:
  • set up Word to work with EndNote online
  • insert and remove citations in your Word documents
  • edit how citations are displayed
  • change the citation style.
Made available under Creative Commons licence with permission from Clarivate Analytics.
EndNote Desktop for evidence reviews
This tutorial is for anyone using EndNote to assist with undertaking an evidence review (e.g. systematic review, scoping review, rapid review etc.). In this tutorial we cover the following steps:
  • Importing your references into EndNote with all the required data
  • Working with the references within your EndNote library for the purposes of undertaking a review
  • Using EndNote to double screen titles/abstracts/full text
Made available under Creative Commons licence with permission from Clarivate Analytics.
Zotero Tutorial 1: Getting Started: Installation and Setup
The first in a series of four tutorials introducing the main features of the Zotero reference management software.This tutorial will guide you through the process of: - setting up Zotero on a networked computer at Cardiff University - installing Zotero on your own computer - installing the Cardiff University referencing styles - creating your own Zotero library.
Zotero Tutorial 2: Searching databases and importing references
The second in a series of four tutorials introducing the main features of the Zotero reference management software. This tutorial will guide you through the process of: - finding appropriate bibliographic databases - searching for and exporting references via LibrarySearch, Scopus and Google Scholar - importing references into Zotero - manually adding references
Zotero Tutorial 3: Working with your Zotero references
The third in a series of four tutorials introducing the main features of the Zotero reference management software.This tutorial will guide you through the process of: - organising, searching, and editing your references - automatically formatting references to your chosen style (e.g. Cardiff University Harvard) - opening, adding and deleting PDFs
Zotero Tutorial 4: Zotero and Microsoft Word
The last in a series of four tutorials introducing the main features of the Zotero reference management software.This tutorial will guide you through the process of: - citing references within Word documents - changing the citation style - building an automated bibliography of cited works