Why I Use a Reference Manager

The process I am going to describe here is drawn from my experience with Bookends, but I am sure the functionality is available in other reference management apps as well. I chose Bookends because it’s focused on Mac users and thus its GUI is native to the platform. I am fairly certain that Zotero has similar functionality, and I may end up using it when I am on Windows (and also because on Windows I am part of a team). The process I have in mind is adding a new reference and then adding its concomitant PDF.

First, an establishing shot drawn from work I am doing now for an essay about COVIDlore. This collection is built on top of some previous work on the flu. (Somewhere I also have Zika and Ebola bibliographies, and one day I will migrate them here as well — for those curious about the library just above entitled Legends/Virality it is in fact related but more focused on the notion of informational “virality.”)

Bookends Main Window

To add a new reference, I usually use the Quick Add function, which is handily called with CMD + CTRL + N:

Screen Shot 2021 08 04 at 09 57

I can paste the DOI from the website where I found the reference, which may or may not be the originating site — it could be a reference from another paper, for example, and Bookends does all the lifting. (This works 80-90% of the time, and so it is frustrating when it doesn’t, but there is a built-in browser that allows you collect metadata for a reference quickly.)

Once the reference is in the collection, I then CMD + OPT + R to fetch the PDF to the reference. (If you have already downloaded the PDF, you can use CMD + OPT + P to attach it from a local source.)

Screen Shot 2021 08 04 at 09 57

That’s it. The PDF is now in that particular collection as well as in the main library. Since the PDF is sitting in a particular folder which I also have indexed by DevonThink, I can take notes in that app, which will create an annotation file just for that purpose.

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