Citation management (aka reference management) tools enable you to:

• Import citations from databases, catalogs, PDFs,  etc., often through a browser plug-in
• Store and organize references and/or PDFs in either a desktop or online account
• Find duplicate citations
• Add notes or annotate your citations
• Create in-text citations and bibliographies in Word and sometimes Google Docs using different citation styles (e.g. APA 7, NLM)
• Share your library and collaborate with colleagues

The Health Sciences Library supports two citation managers, Zotero and Sciwheel:

	Zotero	Sciwheel
Features	Desktop is primary version, some capabilities through the web interface Word and Google Docs plug-ins for document citation formatting Browser plug-in or direct formatting to add references to document Notes and highlighting capabilities for PDFs	Web-based Word and Google Docs plug-ins for document citation formatting Browser plug-in or direct formatting to add references to document Notes and highlighting capabilities for PDFs
Storage	No storage limit on desktop version Limited storage (300 MB) on web interface	No storage limit
Access	Freely available to all; can continue using if you leave UVA	UVA-funded subscription to Premium version If you leave UVA you can use the free Basic level or purchase Premium subscription for full functionality
Sharing	Create private or public group libraries through the web interface that appear in the Desktop app	Invite others to a Shared Project and upload shared manuscripts and notes as well
Support	Zotero does not provide technical support but help is available through their active online user forum Guidance is available through the Health Sciences Library (Ask Us Form)	Sciwheel provides online and email support Guidance is available through the Health Sciences Library (Ask Us Form)
Additional Information	Zotero tips: see below	Sciwheel tips (see below)

Help

Guidance for UVA Health faculty, staff, and students is available by appointment. Just Ask Us via the link on the left - we are happy to provide help via email, phone, or in-person for:

• Assistance choosing a citation manager
• Basic guidance on citation management features and getting started (for Zotero and Sciwheel only)

Note: we are unable to provide assistance with citation managers other than Zotero and Sciwheel but many commercial citation management programs offer support to their users:

• EndNote support
• Mendeley support
• Paperpile support

Getting Started

• Zotero Guide from UVA Libraries: detailed information on installing, setting up, and using Zotero
• Zotero Quick Start Guide
• Zotero User Guide

How to Use Zotero with Literature Databases

1. Exporting from PubMed

• See this guide from the UAB Libraries. Note that there are two ways to import references, through the Web Connector or by exporting (see instructions on the left of the UAB guide page). Don't have the Web Connector? See this guide from Georgia State.

2. Exporting from Ovid MEDLINE or Ovid journals

• Click Export and under Format, choose RIS
• Double-click your downloaded RIS file and it should open in Zotero

3. Exporting from CINAHL

• Add citations to your Folder, and in Folder view, click Export, then choose Direct Export in RIS format (e.g. CITAVI, EasyBib, EndNote, ProCite, Reference Manager, Zotero)
• Double-click your downloaded RIS file and it should open in Zotero

4. Exporting from other databases or database collections

• This guide from Tufts has directions on exporting from many different library literature databases.

Using Zotero at UVA

While using Zotero off-Grounds, you may want to configure your settings to help you retrieve full text articles. Click on Edit, Preferences, then Proxies. Then select the option to “enable proxy redirection” and under Configured Proxies add the uva proxy: https://proxy1.library.virginia.edu/login?url=

Retrieving PDFs through Zotero

Right-click on a single citation (or multiple citations) and select Find Available PDFs. Once retrieved you'll see a small PDF icon in each row of the citation display. Or, after selecting citations, click the green arrow at the top of the page, then select Library Lookup. Windows will now open in your browser for each citation in the library's Journal Finder, with links to full text or options to order through Interlibrary Loan. 

Zotero Troubleshooting

Thank you to the UVA University Library for their advice on the error message with the Zotero browser extension for Chrome.

Some students trying to add the Zotero browser extension for Chrome get this error message:

This is the result of changes in the Chrome Web Store settings which were implemented by Google for all "Google Workplace for Education" users (including everyone that has a UVA Gmail account). Below we've outlined several workarounds.

Logging Out of Chrome

Since this is an issue with the UVA Gmail account, the easiest solution is to simply log out of that account in order to add the connector to Chrome. Note that you can be logged in to another non-UVA Google account, or not logged in to an account at all when installing the Zotero Connector. Therefore, log out of the UVA Gmail account in Chrome, install the Connector, and then log back in.

Change Browsers

Zotero Connector works with all major browsers, and only Chrome (and only while logged in using a UVA Gmail address) blocks the installation. Firefox, Edge, Safari, and Brave (and other Chromium-based browsers) are all options.

If for some reason you aren't able to log out to install the Connector, and you'd prefer to continue using Chrome while logged into the UVA Gmail account, there are still two other options (although they are more involved) -

---

Add Citations to Zotero without a Connector

This requires a bit of working around. Two options are outlined below.

Use the Zotero Bookmarklet - This bookmark will allow you to add items to your Zotero Library in much the same way as the browser connector.

Export by RIS format - This works for articles and books in most library catalogs. The link above will walk you through the basics.

Getting Started with Sciwheel

• Access Sciwheel site while on Grounds, though this UVA proxied link, or via the UVA VPN
• Click on Create Free Account Now and use your UVA email to sign up for an account
• Once in Sciwheel, at the top, under Tools, you will see links to add:
  • Chrome or Firefox extension - this tool allows you to grab references from within your browser (e.g. while viewing PubMed results) 
  • Word plugin 
  • Google Docs add-on

You can also install the mobile app for Android and iPhone.

Using Sciwheel from off-Grounds

• When using Sciwheel off Grounds, you can add UVA's proxy address into your settings to enable you to retrieve UVA full text subscriptions.
  1. Sign in to Sciwheel and click on your initials in the upper right, then click on Account
  2. Click on Proxy settings from the left menu
  3. Under Proxy URL *, copy and paste this text: https://proxy1.library.virginia.edu/login?url=https://sciwheel.com/
  4. Click on Save

Troubleshooting

If you cannot access SciWheel or get error messages, check below to see if one of these steps can help:

1. If you get an "account expired" message:
   1. If you have been using SciWheel from off-Grounds for more than 60 days (called off-campus roaming by SciWheel) you will need to "reset" the off-campus roaming counter. You can do this by:
      1. Using your laptop and SciWheel while physically on Grounds
      2. Accessing your SciWheel account while using the UVA VPN
      3. Accessing your SciWheel account through the UVA SciWheel link 
   2. If unable to resume normal access, email Sciwheel support or use the Sciwheel chat icon while in SciWheel 

Help and Support

Tutorials:

• How To Videos
• Sciwheel Help Guide
• F1000 Workspace User Guide

Sciwheel Support:

• FAQs
• Contact Sciwheel Support