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What are the best tools and platforms for managing and sharing your literature sources?

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As a scientific communicator, you need to keep track of the literature sources that inform your research and writing. But how do you manage and share your references efficiently and effectively? In this article, we will explore some of the best tools and platforms for literature management and dissemination, and how they can help you improve your scientific communications skills.

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Helen Wilfehrt

Communicator ? Scientist ? Out-of-the-box Thinker

1 Why literature management matters

Literature management is the process of collecting, organizing, and citing the sources that you use in your scientific projects. It helps you avoid plagiarism, ensure accuracy, and demonstrate your knowledge and credibility. Literature management also enables you to synthesize and analyze the existing evidence, identify gaps and opportunities, and communicate your findings and contributions to your audience.

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Helen Wilfehrt

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Literature management also helps you manage the knowledge about your own field or your own product. Being able to apply custom keywords helps you more easily search and retrieve items categorized using your own terms.

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2 How to choose a literature management tool

When selecting a literature management tool, there are several criteria to consider, such as compatibility, accessibility, functionality, and cost. It is important to determine if the tool works with your preferred operating system, browser, word processor, and citation style. Additionally, consider if you can access the tool online or offline, on multiple devices, and with different collaborators. Furthermore, ensure that the tool offers the features you need for importing, exporting, annotating, searching, filtering, and tagging your sources. Lastly, decide if you would prefer a free or paid option and what the limitations and benefits are for each.

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Helen Wilfehrt

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Connectivity is an important aspect to consider. You may want to consider whether it can connect to other databases such as PubMed. Connectivity also impacts how well the tool can support group usage; for example, can a common database be stored in the cloud or must the system be stored on the local computer? Larger organizations may want to consider how well the tool suits an enterprise environment.

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3 Some popular literature management tools

Popular literature management tools, such as Zotero, Mendeley, and EndNote, can be used to facilitate scientific communications. Zotero is free and open-source, allowing users to collect, organize, cite, and share sources from their browser or desktop with over 9,000 citation styles. Mendeley is a free tool that combines a desktop application and a web-based platform to enable users to import, annotate, and manage sources as well as discover new research. EndNote is a paid tool that offers a desktop and an online version to create, store, and manage references while providing advanced features such as smart groups, PDF annotation, and custom citation styles.

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4 How to share your literature sources

Sharing your literature sources can help you disseminate your research, increase your visibility, and foster collaboration and dialogue with other researchers and stakeholders. There are various methods for sharing sources, depending on your purpose and audience. You can publish a literature review or synthesis as a standalone article, chapter, report, or part of a larger project. This way, you can provide a comprehensive and critical overview of the existing literature on a specific topic or question and highlight your own contribution and perspective. Additionally, you can create a bibliography or reference list to document the sources used in your scientific project. This will enable readers to verify and access your sources. Furthermore, digital repositories or platforms like ORCID, Figshare, and Open Science Framework enable you to store and share sources online, making them more accessible and discoverable by other researchers and the public.

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5 How to improve your literature management skills

Managing literature is not only about utilizing tools and platforms, but also developing skills and strategies that can bolster your scientific communications. To improve your literature management abilities, plan ahead by defining your research question, scope, and criteria. Additionally, keep track of the pertinent information such as the author, title, date, URL, and keywords. Furthermore, update your sources regularly to stay abreast of new findings and insights. Lastly, evaluate your sources critically to assess their quality, reliability, validity, and relevance.

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Helen Wilfehrt

Communicator ? Scientist ? Out-of-the-box Thinker
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Tools that support project-level management can be invaluable. For example, EndNote offers a Group feature that is helpful. Groups help you manually manage a collection of references used within a given project. You can also set up groups that automatically gather items in your library that match defined criteria.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are the best tools and platforms for managing and sharing your literature sources?

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1 Why literature management matters

2 How to choose a literature management tool

3 Some popular literature management tools

4 How to share your literature sources

5 How to improve your literature management skills

6 Here’s what else to consider

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