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+ Collecting, Managing, and Sharing Information and its Sources with Citation Managers John Pell Assistant Professor Hunter College Libraries
+
Collecting, Managing, and Sharing Information and its Sources with Citation Managers
John PellAssistant ProfessorHunter College Libraries
+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 citation management?
+Information Literacy
Using technologies to extract, record, and manage 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.
+Citation Management Competencies:
Collecting and Organizing Metadata for Citations
Inserting and Formatting References According to the Style Guides of Academic Publications
Sharing and Collaborating Online
+Metadata?
Often explained as, “data about data” although there are people that bicker about this definition.
For our purposes, you may think of it as an abstraction of useful descriptive content taken from the source of that content.
Some examples of possible metadata elements: Author Date of Publication Title of Document Subject Terms
+A View of Metadata You Are Probably Already Familiar With:
The problem with this type of presentation of metadata is that it
does not meet the needs of scholarly communication. That is one of the
problems citation managers are meant to solve.
+A View of Metadata Through A Citation Manager:
The citation manager Provides a view of metadata tailored to
the needs of scholarly researchers and writers.
+Citation Managers at HunterOverview of Four Citation Managers Supported by Hunter College Libraries: Zotero, Mendeley, RefWorks, Endnote
+Overview:
Open source.
Functionality largely tied to a browser plug-in.
Offers social networking tools.
Word Processor integration with Open Office and Word.
+Overview:
Academic Social Networking Plus Readership Analytics
Desktop Tools for organizing, annotating, and sharing annotations on PDFs
Supports Zotero integration
Word Processor integration with Open Office and Word.
+Overview:
No Desktop Client or Browser Plugin Required
Only Supports Word Integration
Subscription Service
+Overview:
PDF Management with Desktop Client
Provides a tool for batch retrieval of PDFs that uses the URL associated with a citation
Subscription Service
+
Case Study: ZoteroA close look at how Zotero implements citation management, from the user’s perspective.
+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
+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
+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
+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
menu.
+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
+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:
Collecting and Organizing Metadata
Exporting and Formatting References
Sharing and Collaborating Online
+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
+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
+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
+Using the Word Plug-in
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.)
+Using the Word Plug-in
To insert an in-text citation, click the “insert citation” option and then select the record
that you want to cite.
+Zotero Competencies:
Collecting and Organizing Metadata
Exporting and Formatting References
Sharing and Collaborating Online
+Sharing and Collaborating Online
Creating a Public Profile and CV
Creating and Joining Groups
Sharing your Notes
+Creating a Public Profile and CV
+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
+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.
