- BibTeX / LaTeX -- either the only choice for the faithful or an unacceptable morass for the unwashed. I consider it morally wrong for a word processor to generate syntax errors, so I fall in the second group.
- EndNote -- the mainstream, commercial solution. Sharing requires creativity, as documented below.
- Zotero, WizFolio, etc. -- I have no experience and feel that these products are a bit too young to inflict on a large team, members of which may not love shiny new applications as much as I.
So, that leaves EndNote. I have a love/hate relationship -- in spite of regular upgrades, many of annoyances in the first version I used persist into X5, some of which I discuss today. For EndNote sharing:
- A number of problems make their EndNote Web application a poor choice.
- As in the first version I used, the main program permits only single-user access. Sorry, no Dropbox, no network share, no Windows Offline, no, no no. What year are we in?
So...the appropriate approach is to:
- Create a new Google Doc (or some other document which allows multiple users to edit it simultaneously).
- Each author will then enter references to be cited into their own EndNote library.
- Each user can then cite this entered reference by first selecting the reference to cite in EndNote then pressing Ctrl+c (copy). In Google Docs, press paste. This will generate a temporary citation of the form {First author's last name, year #num}. While this works in most cases, EndNote doesn't use the record number (the #num entry) to disambiguate entries with the same last name and year of publication, leaving you somewhat confused as to what {Smith, 1988 #23} really meant when you first cited it. Therefore, manually add one other field of your choice (such as the title) to the temporary citation before the record number, giving {First author's last name, year title #num}. There are many other nifty temporary citation options.
With that in place, one person (the coordinator) will then produce a final Word document with citations and a bibliography. To so do:
- All collaborators should save their EndNote library as a compressed library in a shared location (e.g. Dropbox).
- The coordinator should then copy everyone else's compressed library to a separate, non-shared directory, then open all these libraries in EndNote.
- Now, the coordinator simply opens the shared document in Word and clicks on Endnote | Update references.