
Bookends - Detailed Review
Research Tools

Bookends - Product Overview
Introduction to Bookends
Bookends, developed by Sonny Software, is a comprehensive bibliography, reference, and information management system. Here’s a breakdown of its primary function, target audience, and key features:
Primary Function
Bookends is intended to help users manage references, citations, and associated documents efficiently. It allows users to search for and import references from various online sources, including the Library of Congress, PubMed, Amazon, and numerous libraries worldwide. This makes it an essential tool for organizing and citing sources in academic and professional work.
Target Audience
Bookends is geared towards students, researchers, and professionals in the humanities, social sciences, and other fields that require extensive reference management. It is particularly useful for those who need to manage large collections of references and citations, format them correctly, and integrate them into their writing.
Key Features
- Reference Import and Management: Bookends enables users to import references directly from online sources. It supports integration with multiple databases and libraries, making it easy to gather and organize references.
- Citation Formatting: The software includes features for correct citation formatting in various styles, including the ability to format citations in footnotes. It also allows users to create custom output formats for specific journals.
- PDF Management: Bookends acts as a PDF reader that integrates PDF content with references. Users can create annotations, notes, and deep links within PDFs, and even import selected text as editable content.
- Sync and Collaboration: Bookends syncs references via iCloud, ensuring data is backed up and accessible across multiple devices. It also supports collaborative features, allowing users to share libraries and update them collectively.
- Integration with Writing Tools: Bookends is compatible with several writing applications, including Microsoft Word, Apple Pages, Nisus Writer Express, and Mellel. This integration facilitates the process of inserting citations and formatting references within documents.
- Advanced Search and Linking: The software includes features for citation discovery, allowing users to find references cited in or cited by other references. It also supports the use of Spotlight and Finder file tags to locate attachments and other useful content.
Overall, Bookends is a versatile and powerful tool for managing references and citations, making it an invaluable resource for anyone involved in research and academic writing.

Bookends - User Interface and Experience
User Interface and Experience of Bookends
Interface and Organization
Bookends offers a comprehensive and feature-rich interface that allows users to organize their references and associated files efficiently. The application supports unlimited multi-level hierarchical folders and groups, both static and smart, which help bring order to your reference data. The interface integrates a full-featured PDF reader, enabling users to add markup and annotations directly to PDFs. These annotations are automatically integrated into an interactive note stream, and users can create deep links for instant access to their annotations.Ease of Use
While Bookends is packed with features, user feedback suggests that its ease of use can be variable. Some users appreciate its functionality and find it visually more appealing than other reference managers like Zotero. However, others have reported that the interface can be idiosyncratic and sometimes less user-friendly, particularly for those transitioning from other software like Sente or Zotero. For example, one user mentioned that it took some time to get used to Bookends after using Zotero for years, but ultimately found it worth the effort due to its additional features and better organization capabilities. However, another user expressed frustration with the lack of certain features, such as a browser extension for easily creating references from websites, and the need to perform certain tasks through scripting or workarounds.Sync and Collaboration
Bookends uses iCloud for seamless synchronization across all devices, ensuring that your references and groups are always up-to-date. This feature allows for instant backup and the ability to share libraries with colleagues, facilitating collaboration.User Experience
The overall user experience with Bookends can be quite positive for those who find its features align with their needs. Users appreciate the ability to integrate Bookends with other applications like Microsoft Word, Mellel, and Nisus Writer Pro, as well as its AppleScript compatibility. However, some users have reported issues such as delays in sync operations between devices, which can disrupt workflow, especially for those who need immediate access to their references and annotations across different devices. In summary, Bookends offers a powerful and feature-rich interface for managing references, but its ease of use and user experience can vary depending on individual preferences and workflows. While it excels in organization and integration with other tools, it may require some adjustment and occasional workarounds for certain functionalities.
Bookends - Key Features and Functionality
Bookends Overview
Bookends, a reference management software developed by Sonny Software, offers a range of features that are particularly useful for students, academics, and professionals. Here are the main features and how they work:
Search and Retrieval
Bookends allows users to conduct internet searches on various websites such as PubMed, Google Scholar, JSTOR, arXiv, and more to retrieve references and corresponding PDF files or web pages.
- This feature enables users to quickly find and collect the metadata of references they need, which can be automatically downloaded along with the full-text PDFs if access privileges are available.
Bibliographic Management
The software manages bibliographies and references efficiently, integrating with several word processors like Microsoft Word, Apple Pages, Mellel, Nisus Writer Express, OpenOffice.org Writer, and Scrivener.
- Users can organize their references into groups, attach PDFs and other files, and generate citations in various academic formats.
Annotation and Note-taking
Bookends includes powerful PDF annotation tools that work in conjunction with a note stream. Users can highlight important sections of PDFs, and these highlights are available in a linked and concise list.
- The note stream feature allows users to create notecards with their thoughts, which are instantly linked to the annotations made in the attached PDFs.
Syncing and Collaboration
Bookends for Mac and iOS supports both Wi-Fi and cloud syncing. The cloud sync feature, available via iCloud, ensures that references are updated across all devices, providing an instantaneous backup and facilitating collaboration.
- Users can restrict synced items to specific groups and set limits on attachment size. Cloud sync also allows sharing references and PDFs with collaborators, enabling multiple users to contribute and benefit from a common reference and PDF pool.
Integration with Other Apps
Bookends can be integrated with other apps using tools like the Alfred workflow, which provides various shortcuts to automate actions such as finding references, formatting citations, and adding new references to the database.
- For example, users can select a temporary citation in a word processor and trigger the workflow to find the corresponding reference in Bookends.
AI Integration
While Bookends itself does not explicitly integrate AI features, its capabilities are enhanced through its efficient search and retrieval functions, which can be seen as precursors to more advanced AI-driven tools.
- However, there is no direct AI integration mentioned in the available resources. The software’s primary strength lies in its comprehensive reference management and annotation features.
Conclusion
In summary, Bookends is a versatile tool that streamlines the process of managing references, annotating PDFs, and collaborating with others, making it an essential tool for research and academic work.

Bookends - Performance and Accuracy
Performance and Accuracy of Bookends
Bookends, a reference management tool, demonstrates strong performance and accuracy in several key areas, but it also has some limitations and areas for improvement.
Search and Discovery
Bookends excels in search and discovery, particularly with its integration of various databases and online sources. It allows users to import references and PDFs from sources like PubMed, Google Scholar, JSTOR, and the Library of Congress. The tool also features live searches that update results instantly as you type, and it can automatically fill in reference metadata from PDFs, which enhances the accuracy of the data.
AI-Driven Features
As of the latest updates, Bookends has incorporated Apple’s Writing Tools, which include AI-driven features such as summarizing, rewriting, and converting text into tables. These tools can be used to analyze the contents of PDFs and generate summaries or critiques, which can be inserted into the notes field of a reference. This integration improves the tool’s ability to help users analyze and organize their research materials.
Cloud Sync and Library Management
Bookends offers a reliable cloud sync feature, particularly with the introduction of sync v2, which uses native CloudKit and integrates seamlessly with the user’s macOS iCloud account. This ensures faster and safer syncing without the need for separate login credentials. However, users must ensure that their libraries are not stored in file-sync service folders like Dropbox or iCloud Drive, as these can corrupt the database.
Limitations and Areas for Improvement
- Cloud Sync Restrictions: Some users have expressed frustration with the requirement to use iCloud for syncing, especially when they have existing workflows with other cloud services like Dropbox. There is a need for more flexibility in choosing cloud services for syncing.
- Incomplete Metadata: There have been reports of incomplete author names, article titles, and journal names when importing references from sources like Google Scholar. This issue can be problematic and requires manual correction.
- Integration Issues: Users have encountered issues with integrating Bookends with other applications, such as Microsoft Word. For example, there can be problems with scanning and inserting citations due to bugs in Word or macOS permissions issues.
User Interface and Customization
Bookends offers a highly configurable user interface, which is a significant advantage. Users can customize various aspects of the application, including the font size of the Summary pane and the use of Finder-compatible file tags to keep track of PDFs across different applications.
Conclusion
Bookends is a powerful tool for managing references and PDFs, with strong performance in search, discovery, and library management. However, it has some limitations, particularly in terms of cloud service flexibility and occasional issues with metadata completeness and application integration. Addressing these areas could further enhance the user experience and accuracy of the tool.

Bookends - Pricing and Plans
Bookends Pricing Structure
Bookends for Mac
Purchase a License
- The full version of Bookends for Mac is available for a one-time purchase of $74.99. This includes two years of free updates.
Upgrade Option
- If you have previously purchased Bookends 11 or later, you can upgrade to the latest version for $49.99, which also includes two years of free updates.
Bundle Offer
- There is a special offer to bundle Bookends with Mellel, a word processing application, for $114.99. If you already own Bookends, you can get a discount on Mellel.
Discounts for Multiple Copies
- Discounts are available for purchasing multiple copies: 10% off for 2 copies and 25% off for 3 or more copies.
Free Demo Version
- A free demo version of Bookends for Mac is available, which is fully functional except for a 50-reference limit. This allows you to test the software before committing to a purchase.
Bookends for iOS
Free Version
- The free version of Bookends for iOS has several limitations: searches return a maximum of 20 references, only 50 references can be stored, PDFs annotated on the device are watermarked, and ads are displayed.
Standard Version
- The Standard Version can be purchased as an in-app purchase for $14.99. This removes the limitations of the free version but does not include cloud sync or other Pro features.
Pro Features Yearly Subscription
- For additional features such as cloud sync of references and attachments, multi-library support, and unlimited barcode scans, you can subscribe to the Pro Features plan for $14.99 per year. This subscription is auto-renewable and must be managed through iOS settings.
Summary
In summary, Bookends offers a clear and structured pricing plan with options for both Mac and iOS users, including a free demo version for testing and various purchase and subscription options to suit different needs.

Bookends - Integration and Compatibility
Bookends Overview
Bookends, a reference management software, offers seamless integration and compatibility across various platforms and devices, making it a versatile tool for researchers.
Cross-Platform Compatibility
Bookends is available on both macOS and iOS devices. For macOS, the latest version, Bookends 15, requires macOS 10.13 High Sierra or later, while older versions can run on earlier operating systems such as macOS 10.10 Yosemite, macOS 10.7 Lion, and even OS X 10.6 Snow Leopard and OS X 10.5 Leopard for legacy support.
On iOS, Bookends requires iOS 15.0 or later, and it is compatible with iPads, iPhones, and iPod touches. The iOS version also supports iPadOS 15.0 or later.
Syncing Capabilities
One of the key features of Bookends is its syncing capability. You can sync your libraries and attachments across all your Mac and iOS devices using either Wi-Fi or iCloud Drive. The Standard purchase includes Wi-Fi syncing with Bookends for Mac, while the Premium subscription adds Cloud Sync, allowing syncing with both Mac and other iOS devices.
Integration with Other Apps
Bookends integrates well with other productivity and research tools. For instance, it works seamlessly with LaTeX/BibTeX, which is beneficial for users writing papers in LaTeX. On iOS, you can export PDFs to other apps like PDF Expert, PDF Viewer, or GoodReader for annotation, and then import them back into Bookends.
Additionally, Bookends has updated integrations with other Mac apps such as Hookmark, ensuring that bidirectional links (hooks) continue to work smoothly. This integration addresses issues like deep linking and ensures that files can be revealed in the Finder without any problems.
Multi-Device Support
Bookends supports multi-library management, allowing you to switch between different libraries on both Mac and iOS devices. On iPad, it also supports multitasking features like Split View or Stage Manager, enhancing productivity.
Sharing and Collaboration
Users can share online libraries with colleagues, facilitating collaboration. This feature is particularly useful for research teams working on joint projects.
Conclusion
In summary, Bookends offers strong integration and compatibility across macOS and iOS devices, making it an effective tool for managing references and collaborating with others. Its syncing capabilities, compatibility with other apps, and multi-device support make it a valuable asset for researchers.

Bookends - Customer Support and Resources
Support Channels
Forum
Bookends has a dedicated forum on their website where users can discuss issues, share tips, and get help from the community and the developers themselves.
Email Support
There is a support email link available in the Bookends “About” section, allowing users to directly contact the support team for assistance with any problems they encounter.
Developer Responses
The developers actively respond to user reviews and feedback, encouraging users to contact them through the support email or forum for any issues or feature requests.
Additional Resources
Version History and Release Notes
The Bookends website provides detailed version history and release notes, which outline new features, bug fixes, and improvements. This helps users stay updated with the latest changes and enhancements.
Tutorials and Guides
There are video tutorials available, such as the one on syncing and sharing libraries and attachments, which can be found on the Sonny Software YouTube channel and their website.
Writing Tools Documentation
For users utilizing the new Writing Tools feature, which includes AI-driven capabilities, detailed information is available from Apple and other online sources. This documentation helps users understand how to use these tools effectively.
Community Engagement
User Forums and Discussions
The community forums on the Sonny Software website allow users to interact with each other, share workflows, and discuss various aspects of using Bookends. This includes discussions on integrating Bookends with other tools like Obsidian.
By leveraging these support options and resources, users of Bookends can address any issues they encounter and make the most out of the software’s features.

Bookends - Pros and Cons
Advantages of Bookends
Organizational Capabilities
Bookends offers extensive organizational features, including unlimited multi-level hierarchical folders and groups, both static and smart. This helps keep your reference data well-organized and easily accessible. You can also identify and reuse recurring data from self-updating Term Lists.
Attachment and PDF Management
The app allows you to attach various file types such as PDFs, images, and Word documents, and it can rename and organize these attachments in a central location. The built-in PDF reader enables you to add markup and annotations, which integrate with the interactive note stream. You can also share annotations with other PDF readers and the Bookends for iOS app.
Linking and Hypertextualization
Bookends lets you create links between references, such as between a book and its chapters or an article and the works it cites. You can also create hypertext links to references, groups, folders, and PDF content, making it easy to jump between related references.
Search and Import Functions
The app features live searches that update results instantly as you type, and it allows you to import references from many online sources, including the Library of Congress, PubMed, Amazon, and numerous libraries worldwide. You can also import references cited in or that cite articles in PubMed.
Automation and Global Operations
Bookends automates several tasks, such as retrieving reference metadata from PDFs and creating temporary BibTeX citations. It also offers global operations like find/replace, consolidating related names and terms, and standardizing names, which can update multiple references and PDFs with a single click.
Integration and Sharing
The app integrates well with other tools, such as an Alfred workflow that allows you to find references, search selected text, and quickly add references using DOIs, PMIDs, ISBNs, or JSTOR URLs. You can also email references and attachments to colleagues.
Disadvantages of Bookends
Performance with Large Databases
One significant drawback is that Bookends can become sluggish when managing large databases. For instance, users have reported that the app slows down significantly with databases of around 4000 items.
User Interface and Keyboard Accessibility
Some users find the interface less intuitive, particularly for those who prefer keyboard navigation. It requires more keystrokes and mouse interactions to enter information and access certain fields compared to other citation managers like EndNote.
Limitations in Free Version
The free demo version of Bookends has a 50-reference limit, which can be restrictive for users who need to manage larger collections of references. The full functionality is unlocked with a registration code, which includes two years of free updates.
Overall, Bookends is a powerful tool for managing references and citations, but it may have some performance and usability issues, especially for large databases and keyboard-centric users.

Bookends - Comparison with Competitors
When Comparing Bookends with Competitors
When comparing Bookends, a reference management software, with its competitors in the same category, several key aspects and unique features come to the forefront.
Platform Compatibility and Integration
Bookends is exclusively designed for macOS and iOS, making it a strong choice for users deeply integrated into the Apple ecosystem. However, this limited platform compatibility can be a drawback for those using Windows or other operating systems. In contrast, EndNote, a major competitor, offers compatibility with Windows, macOS, and even has a web app, making it more versatile in terms of platform support.
Integration with Word Processors
Bookends integrates well with Microsoft Word, Apple Pages, and other word processors, but its integration with Word is not as seamless as EndNote’s. EndNote offers a more intuitive and comprehensive integration with Microsoft Word, including features like editing citations directly within Word, which Bookends lacks.
Library Management and Organization
One of the unique strengths of Bookends is its flexible and powerful library management features. It allows users to organize references and PDFs efficiently, using labels, folders, subfolders, and notes. The note stream feature and hypertext linking capabilities are particularly useful for connecting references and annotations within the library. Additionally, Bookends’ tag clouds provide a visual overview of reference sets, which can be very helpful for research organization.
Cloud Storage and Syncing
Bookends uses iCloud for syncing libraries across devices, ensuring fast and reliable synchronization. This feature also provides an instantaneous backup, which is a significant advantage. However, the cloud storage capacity is limited to the user’s iCloud capacity, unlike EndNote, which offers unlimited cloud storage for a period of two years.
Browser Integration
Unlike EndNote, which has a browser extension (EndNote Click) for saving references and PDFs directly from websites, Bookends relies on Bookends Browser accessed via a bookmark. This can be less convenient for some users.
Cost
Bookends is generally more affordable than EndNote, with a license costing $74.99 for two years, compared to EndNote’s $275 for three years. Additionally, Bookends offers a free demo with a 50-reference limit, which can be useful for testing the software before committing to a purchase.
Alternatives
For users looking for alternatives, here are a few options:
EndNote
As mentioned, EndNote is a popular choice with broader platform compatibility and stronger integration with Microsoft Word. It is particularly useful for those who frequently use Word for document preparation.
Zotero
Zotero is another reference management tool that is free, open-source, and available on multiple platforms. It offers strong browser integration and a wide range of features for organizing and citing references.
Mendeley
Mendeley is a reference manager that also offers a social networking component, allowing researchers to collaborate and share papers. It has a user-friendly interface and is available on multiple platforms.
Conclusion
In summary, Bookends stands out with its strong library management features, iCloud syncing, and affordability, making it an excellent choice for researchers within the Apple ecosystem. However, its limited platform compatibility and less seamless integration with word processors might make alternatives like EndNote or Zotero more appealing to some users.

Bookends - Frequently Asked Questions
Frequently Asked Questions about Bookends
Can I use Dropbox or equivalent services to sync my Bookends libraries?
No, you cannot use services like Dropbox, iCloud Drive, Google Drive, OneDrive, or Box to sync your Bookends libraries. As of version 15.0.4, Bookends will refuse to open any library stored in these file-sync service folders to prevent potential data corruption.How does Bookends sync my references across devices?
Bookends uses iCloud to keep your references and groups in sync across all your devices. This sync process is atomic, meaning only the data that has been added or changed since the last sync is uploaded or downloaded, ensuring fast and reliable syncing without the risk of database corruption. This also provides an instantaneous backup of your data.Can I share my Bookends library with colleagues?
Yes, you can share your Bookends library with colleagues. Bookends allows you to invite others to share libraries, enabling everyone in the group to update and use the common reference and PDF pool, making collaboration easier.How do I import references from other reference management apps?
You can import references from other reference management apps into Bookends. The software supports importing references in various formats, and you can find detailed instructions on how to do this in the Bookends FAQ section or user guide.What if I encounter issues scanning or inserting citations in a Word document?
If you encounter issues scanning or inserting citations in a Word document, there could be several reasons. Check the Bookends FAQ for common issues such as runtime errors or disappearing graphics. For example, if you get a runtime error ‘5’, it might be related to the size or complexity of your Word document. You can also refer to the user guide or contact support for more specific troubleshooting steps.How do I generate BibTeX citation keys and export references to BibTeX format?
Bookends allows extensive customization for BibTeX. You can generate BibTeX citation keys for selected references by going to the “Refs” menu and selecting “Generate Citekey.” You can also customize the BibTeX citation key pattern and export specific fields for each reference type. To export references to a BibTeX file, set the output to the BibTeX format and customize the fields as needed through the “Formats Manager.”Can I use Bookends to create publication-ready documents with in-text citations and bibliographies?
Yes, Bookends can help you create publication-ready documents. It can scan your word processor manuscripts to replace temporary citations with their publishable forms, generating a polished version with full in-text citations, footnotes, and bibliographies that meet exacting requirements. It supports integration with Microsoft Word, Mellel, Nisus Writer Pro, Apple Pages, LibreOffice, and RTF files.How do I migrate Bookends to a new Mac?
To migrate Bookends to a new Mac, you need to transfer your reference library and any associated files. You can find the location of your reference library on your hard drive through the Bookends FAQ or user guide. Simply move the library file to the new Mac and ensure you have the latest version of Bookends installed. If you need further assistance, you can refer to the migration guide in the user documentation.What if Bookends doesn’t have the citation style I need?
If Bookends doesn’t have the specific citation style you need, you can create your own or use one of the thousands of available Citation Style Language (CSL) styles. Bookends comes with hundreds of pre-defined formats, and you can easily edit these or create new ones to meet your needs.How do I handle orphaned or marooned attachments in Bookends?
Bookends allows you to take control of orphaned or marooned attachments. You can use the software’s features to locate and reattach these files to their respective references, ensuring your library remains organized and complete.What are the limitations of the free demo version of Bookends?
The free demo version of Bookends is fully functional except for a 50-reference limit. Once you reach this limit, you will need to purchase a registration code to remove the limit and include two years of free updates.
Bookends - Conclusion and Recommendation
Final Assessment of Bookends
Who Would Benefit Most:
Bookends is an excellent tool for students, academics, and professionals who need to manage bibliographies and references efficiently. It is particularly useful for those in the humanities and social sciences, as it offers features that cater to their specific needs, such as formatting citations in footnotes and integrating internet searches from various databases like the Library of Congress and PubMed.
Key Features:
- Reference Management: Bookends allows users to search for and import references from numerous online sources, manage bibliographic references, and support citation needs in writing and research.
- Integration with Word Processors: It works seamlessly with several word processors, including Microsoft Word, Apple Pages, Mellel, Nisus Writer Express, and others.
- Customization and Flexibility: Users can configure the interface to their liking, arranging fields in any order and displaying only the most useful information. It also supports Unicode, allowing the use of both Roman and non-Roman characters.
- Collaboration and Syncing: Bookends enables cloud syncing via iCloud, ensuring instantaneous backup and easy collaboration with colleagues by sharing libraries.
- Additional Capabilities: It includes features like displaying attachments (PDFs, text files, images), live web page views, notecards for organizing thoughts, and advanced search capabilities within documents.
Recommendation:
Bookends is a cost-effective and full-featured bibliography and reference management system. With its one-time payment of $39.99, it offers significant value for those who need to manage large numbers of references and citations. The software is highly configurable, making it adaptable to various research needs.
For individuals engaged in reading, writing, and researching, Bookends can serve as a comprehensive tool that manages sources, output, and resources. It is particularly beneficial for those who require precise citation formatting and easy access to a wide range of online databases.
Overall, Bookends is a reliable and efficient tool that can streamline the research and writing process, making it an excellent choice for anyone in need of a robust reference management system.