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Reference Management Tool Comparison

Posted On
September 20, 2021
Featured In
October 10, 2022
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How PowerNotes is different from, and works with, reference management tools (RMTs)

Unlike tools built specifically for reference management, PowerNotes facilitates the entire research process from collecting content to first-draft preparation. With PowerNotes, researchers can:

  • Seamlessly gather and organize online content and add notes, while simultaneously saving source links and citation information.
  • Automatically organize content into a research outline that they can evaluate and reorganize in a structured and methodical way.
  • Download their outline to Word to start their first draft or share their work for instructor or peer review.
  • Export their sources’ formatted citations information via RIS, Word, or Excel file to create a bibliography.

 

Reference Management Tools Generally

The main purpose of RMTs is to gather citation information and generate a citation or bibliography in the citation style of the researcher’s choosing. Certain RMTs also allow researchers to store PDFs in various folders for reference or later use.

Unlike PowerNotes, RMTs generally do not:

  • Gather passages, images, bookmarks and save related annotations.
  • Allow sophisticated organization and reorganization of research.
  • Generate outlines or otherwise assist a users’ transition from research to writing.
  • Enable users to seek feedback on their work or collaborate with others.

 

Specific Feature Comparisons between PowerNotes and RMTs

The sections below compare several features associated with PowerNotes and RMTs.

 

Ease of use

PowerNotes: PowerNotes was designed for users familiar with modern a user interface who expect a certain degree of ease-of-use. We frequently test ease-of-use with students and educators to ensure that they “figure it out” in a very short amount of time without training.

RMTs: Most RMT’s require extensive training to use, which results in limited use by most undergraduates. RMTs are designed for experienced publishers with functionality that is only intended for a small percentage of researchers, which hinders widespread use. The steep learning curve of RTMs makes them ill-suited for undergraduate students working on discrete assignments that can be completed over a short period of time.

Unsurprisingly, the RMT that enjoys dominant usage from undergraduates is EasyBib (78% adoption), which has a modern and intuitive design meant for today’s undergraduate population. The chart below illustrates the RMT of choice for 985 undergraduate survey respondents.

                   

PowerNotes Citation Management Use Image

         

Reading support

PowerNotes: PowerNotes has utilized cognitive studies to implement best practices in reading support throughout the tools’ design. We designed the PowerNotes interface to minimize distractions endemic to current online research practices and foster deep reading. For details on our research and how we implemented these reading features, read this post.

RMTs: We could not find any RMTs that offer any reading benefits. Indeed, many of the RMTs’ highlighting and annotation tools are designed such that they actually introduce distractions into the reading process, and they do so in at least two ways. First, all RMT annotation tools cause researchers to look away from the source to access the highlighting and annotation functions in a different area of the browser or application. Second, researchers have to make numerous decisions about how they want to mark something up, sometimes requiring several clicks to highlight or annotate a single passage.
 

Gathering and marking up content

PowerNotes: PowerNotes is designed around capturing, saving, annotating, and organizing content. These actions are combined into a single, seamless workflow to maximize efficiency throughout the source-based writing process.

We understand the importance of context for each piece of research content and how they fit into an overall document, which is why we allow researchers to annotate every captured piece of information, and always gather the source link and citation information. This means researchers can easily reorient themselves and return to the original document as necessary.

RMTs: RMTs are typically designed around collecting, annotating, and organizing citation information and citations. While it’s possible to tie citation organization to paper organization, difficulties arise when a researcher finds multiple aspects of a single source that would be useful to support different aspects of their thesis.

While many RMTs allow researchers to save, highlight, annotate, and organize entire PDF documents through the use of folders (except EasyBib which does not save files), none of them allow researchers to easily access those highlights or notes within the documents, which limits their use for writing. In addition, the markup and organization actions are separate, cumbersome, and inefficient. For most RMTs, users must save documents before highlighting, annotating, or organizing. Then the user must separately activate either, and subsequently toggle between, the highlighting or annotation tools, while also placing the source into a folder for organization.

Without the ability to save and organize passages separately, users are left to employ other processes to facilitate the critical analysis necessary to effectively use sources in their writing. For this reason, researchers almost always use a separate process for organizing or outlining their research apart from RMTs.

PowerNotes, by contrast, combines these processes by automatically attaching citation information to content, which students can directly annotate and organize to facilitate the transition from research to drafting.

 

Content organization and reorganization

PowerNotes: PowerNotes prompts users to organize content, from either an html or PDF source, as soon as it is captured. Users can view all the passages they saved on a single page for easy reorganization via drag-and-drop or by using a menu.

RMTs: RMTs allow researchers to save PDFs and organize them in folders. Like most foldering systems, reorganization becomes difficult because users must go into each folder to view each document to understand how they want to reorganize. Users can only organize and reorganize at the document level, not the passage level where it is more useful. In addition, RMTs only save PDFs and saving an HTML source, while possible, is very cumbersome.

 

First-draft readiness

PowerNotes: The outlining and reorganization features of PowerNotes allow researchers to progress from basic research, to topical outline, and finally to conceptual outline. Our goal is to give researchers a process that puts them in the best position to write their first draft -- the most difficult step in the source-based writing process.

RMTs: We could not find any RMTs that offer any drafting benefits.

 

Saving citation information

PowerNotes: PowerNotes automatically saves citation information and the link back to the source for any passage that the researcher highlights. Notably, PowerNotes attaches citation information to passages when the passages are saved, providing a better user experience that is less prone to plagiarism than gathering citation information at the end of the composition process. Indeed, our research shows that a large majority of undergraduate students do not gather citation information or think about generating a bibliography until the end of the composition process, increasing the likelihood of plagiarism.

RMTs: RMTs require the user to actively, and separately, capture citation information in addition to highlighting or annotating. This allows users to conduct this critical step at any stage of the research and writing process. Unsurprisingly, most students save this step for the end. Plagiarism issues often arise when students do not save citation information during the gathering and organization of information, and are then unable to locate a source that they read in the past.

 

Formatting citations

PowerNotes: PowerNotes formats citations. After verifying the captured citation information, users can choose which format to apply to the citation. We offer MLA, Chicago, APA, AMA, IEEE, and Bluebook formats. Additionally, we provide users with a notes sections for each citation. Here they can add important notes such as what search terms they used to find the source, questions about the validity of the source, or anything else.

RMTs: RMTs format citations in a number of styles. They generate bibliographies as well.

For more information on how PowerNotes works and how it can help educators click here.

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