The future of reference

management systems:

technology – people – institutions

20130924, Jeroen Bosman@jeroenbosman

http://www.slideshare.net/hierohiero

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 ProciteRefworksZotero

X ConnoteaCiteUlikeBibSonomy

(Mekentosj) PapersMendeleyRefWorks Flow

CitaviQiqqaColwizAuthorea

classic

social bookmarking

full text workflow

research organising, authoring

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

REF TOOLCURSE

>100 >5000

PDF-versions

RIS, Latex, XML

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

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 reviewOverview: force11.org/tools

what, where, how we cite and write

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

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

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

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

Cloud, BYOD, advising

• Avoid installing• Support devices• Advise on tools choice and use

But can’t know it all → community