Zotero Competencies Workshop

transcript

Collecting, Managing, and Sharing Information and its Sources with Zotero

John PellAssistant ProfessorHunter College Libraries

+Resources for this Workshop:

http://libguides.library.hunter.cuny.edu/zotero

+Scholarship in the Digital Age:

The Internet made a lot of things very simple. Bibliographies aren't among them. J. Kronholz

Kronholz J. Bibliography mess: the Internet wreaks havoc with the form: how do you cite a Web page? that's a matter of debate; arguing over a period. Wall Street Journal. May 2, 2002:A1, A6. As cited in:Iverson C, Christiansen S, Flanagin A, et al. AMA Manual of Style: A Guide for Authors and Editors. 10th ed. New York, NY: Oxford University Press; 2007.

+The Big (Information Literacy) PictureWhy teach or learn about things like Zotero?

+Information Literacy

Zotero is just one example of a family of software for citation management.

Using technologies like Zotero to extract, record, and mange information and its sources is an ACRL Information Literacy Performance Indicator. “Information Literacy Competency Standards for Higher Education”, n.d.

http://www.ala.org/acrl/standards/informationliteracycompetency.

+What’s Special About Zotero?

It is open source.

Its functionality is largely tied to a browser plug-in.

It offers social networking tools.

+Citation Management Competencies Facilitated by Zotero:

Collecting and Organizing Metadata

Exporting and Formatting References

Sharing and Collaborating Online

+Collecting and Exporting Metadata

Downloading Metadata for PDFs

Scraping metadata from websites

Importing Metadata from a text file

Retrieving Metadata with an Identifier such as an ISBN, DOI, or PMID

+Downloading Metadata for PDFs

You can add PDFs to your Zotero library and have

Zotero retrieve the metadata.

+Downloading Metadata for PDFs

Once you have the files in your library, select them,

right click, and chose, “Retrieve Metadata for

PDFs.”

+Downloading Metadata for PDFsZotero will attempt to

retrieve metadata for your files from Google Scholar using the article’s DOI. (note that the file must

have OCRed text.)

Once the data is retrieved, the PDF will be associated with the article’s author, title, etc. in your Zotero

library.

+Scraping Metadata from a Website

As a plug-in for Firefox, you can view your Zotero library as a section of your browser window by clicking this icon.

+Scraping Metadata from a Website

When Zotero recognizes data that it can capture, you can click this icon to save a record of the data.

With web pages, the record will include a snapshot of

the page.

+Scraping Metadata from a WebsiteZotero also works with

many web-based databases (Web of Science

shown here.)

You can attach files to your records in order to

keep articles handy- right click the record and select

“Add Attachment”

+Importing Metadata From a Text File

If you have a text file of citation data (from

RefWorks, for example) You can import that into

Zotero.

+Importing Metadata from a File

To import the file, select “Import” from the action

+Importing Metadata from a File

Importing works for the following file types and can be quite useful for transferring citation data from other software platforms such as RefWorks, EndNote, and Mendelay Zotero RDF MODS (Metadata Object Description Schema) BibTeX RIS Refer/BibIX Unqualified Dublin Core RDF

+Retrieving Metadata with an Identifier

It is possible to retrieve metadata using an identifier

such as an ISBN, DOI, or PMID. This feature is very useful

when you want to cite books.

+Zotero Competencies:

+Exporting and Formatting References

Quick Copy and Paste a Bibliography

Export a Bibliography in HTML or RTF

Using the Word Plug-in

+Quick Copy and Paste a Bibliography

It is possible to quickly create a bibliography by selecting

items from the Zotero library and hitting control + shift + c and then pasting into a Word

document or text file.

(The output style for the copy and paste bibliography can be set in the Zotero preferences

menu.)

+Export a Bibliography in HTML or RTF

Right-click the selected items and click “Create

Bibliography…” to create a new file with a formatted

bibliography.

Using the Word Plug-in

+Using the Word Plug-in

You can download and install a plugin that integrates Zotero with

Microsoft Word

For Windows: http://download.zotero.org/integration/Zotero-WinWord-Plugin-3.1.5.xpi

For Mac: http://download.zotero.org/integration/Zotero-MacWord-Plugin-3.1.10.xpi

Once the plug-in is installed. You can access Zotero options from the Add-Ins tab in Word

for Windows. Mouse over the icons for a text tip. (Zotero options will appear in the scripts

menu in Word for Mac.)

To insert an in-text citation, click the “insert citation” option and then select the record

that you want to cite.

+Zotero Competencies:

+Sharing and Collaborating Online

Creating a Public Profile and CV

Creating and Joining Groups

Sharing your Notes

+Creating a Public Profile and CV

You can create a public profile to share your

research interests; you can even share your CV!

Through your public library, you can share

reading lists, and your thoughts about

what you are reading.

+Creating and Joining Groups

Zotero hosts thousands of Groups where members can

share articles and ideas.

+Types of Groups

Private Completely hidden from group searches. They are not

shown on members’ public profile pages and will not appear in search engine results.

Public, Closed Membership Anyone can view the group page, but the only way to join

the group is by invitation or by requesting an invitation.

Public, Open Membership The group page is public, and anyone who wants to can join

instantly (File sharing is disabled.)

+Trouble Shooting and Keeping Up

The Zotero site contains a great deal of help documentation and if you do not find what

you need, there are discussion forums where you can seek support for unique problems.