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Reference management with ZoteroIntroduction

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ContentsAbout ZoteroHelpInstallationOrganize your libraryCollect referencesAdd references manuallyEdit referencesTagsSearch your libraryIndexing

ToolbarSettingsSeparate bibliographyReportsWordprocessor pluginInsert in-text citationInsert bibliographyRefresh document & change reference styleGroups

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Zotero

• Free (open source) reference management system

• An extension to the web browser Mozilla Firefox – or standalone version

• Save references locally and online• Insert references in a Word document• Create bibliographies

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Who is behind Zotero?

• Developed by Center for History and New Media at George Mason University.

• Sponsored by The Andrew W. Mellon Foundation, The Alfred P. Sloan Foundation, and The Institute of Museum and Library Services.

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Help

• At zotero.org you find tutorials and help to get started

• This is a general introduction to Zotero but...• See slide 23, specific for BTH, where to save

your references• And slide 25 with information about the BTH

linkserver

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Installation

• Install the latest version of Mozilla Firefox – www.mozilla.org

• Install Zotero – www.zotero.org• Or install Zotero Standalone – if you want to

use Zotero regardless of web browser

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Start up Zotero

• In Firefox, click the icon at the lower right corner to open the Zotero control panel.

• The open control panel looks like this:

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Organize your library

• The left panel in Zotero contains a tree structure with folders where your references are saved.

• You can create folders for different projects you are working on, or for different types of media.

• N.B. All references are always saved in ”My library”

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Create folders

• New folders are created by clicking the icon at the top left corner:

• Subfolders are created by rightclicking a folder and select ”New subcollection”.

• The folder which is marked when you collect references is where the references are saved. And remember that all references are saved in ”My library”.

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Collect references 1

• If there are references which Zotero can gather at a website, you see a symbol in the address field in Mozilla Firefox.

• Several references on the same page:

• Click to select which should be harvested:

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Collect references 2

• One reference – a book:

• One reference – an article:

• Once reference – a conference article:

• And so on…

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Add references manually

• You can add references manually. 1. Choose the type of work2. Enter the information you have

1. 2.

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Get an overview of the references

• The references that are gathered in a folder are shown in the middle panel of Zotero:

• Mark a reference and it will show in the right panel of Zotero

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Edit references

• The reference that is currently marked is shown in the right panel of Zotero.

• You should always check the data of imported items

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Tags

• Tags are subject words that describe what the reference is about and makes the library more searchable

• Some references already have tags, but you can add your own under the tab ”Tags” in the window to the right (first select the reference you want to add tags to).

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Search functions

• Search box ( ) Used to search among the references in your

Zotero library. • Advanced search ( ) Search function with more options.

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Indexing

• Choose ”Actions”, then ”Preferences” and finally the tab ”Search” ( )

• Click ”Rebuild index” to index your library (this will make future seaches quicker).

• On the same page you’ll also find a plugin that can index the PDF files associated to the references.

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The toolbar

• On the toolbar there are a number of useful tools:

• ”New item” ( ) – creates a blank reference which you fill out yourself.

• ”Create new item from current page” ( ) – creates a new reference from the web page you’re currently on. Useful if you want to refer to a web site.

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The toolbar cont.

• ”Add item by identifier” ( ) – Enter ISBN, DOI or PMID to find the document directly.

• ”New note” ( ) – Adds a note to the selected reference.

• ”New child attachment” ( ) – Associates a file or link to the selected reference.

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Settings 1

• Click the ”Actions” – icon.

• Choose ”Preferences” in the menu• You should now see this menu:

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Settings 2

• Choose ”Sync” ( ) and create an account which will let you access your references from any computer

• Check the box ”Sync automatically”.

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Settings 3

• Under the tab ”Cite” ( ) you can see the installed reference styles. You can also get additional styles.

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Settings 4

• Under ”Advanced” ( ) you should choose where you want Zotero to save the files locally at the computer.

• N.B.! When you use campus computers: make sure that you save the files where you can access them later, not locally on the computer.

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Settings 5

• Under ”General” ( ) you should make sure that the automatic attachment of pdf-files is not marked. Instead you can download the files separately.

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Settings 6

• Under ”Advanced” you also set if you want to use a link server, in the box ”OpenURL”.

• The BTH Library link server is called GetIt@BTH. It helps us find the full text version of different documents.

• To use it, you enter the following in the box ”Resolver”: www.bth.se/librarylinks/

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Create bibliography in Zotero

• If you want to create a bibliography directly, you can use the function ”Create bibliography from selected references”Mark the references, right click and…

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Reports

• When you want to scan through a great number of articles (e.g. systematic review) – generate a report

• Mark the references you want to include (works best with articles) and right click to get the menu. Choose ”Generate report from selected items”.

• This will provide a list with bibliographic information (title, author and so on...), abstract and keywords.

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Word processor plugins

• With a plug-in, you can insert references directly in a Word, LibreOffice or OpenOffice document

• In Word click ”Add-Ins” to open the Zotero toolbar

• Both text references (Citations) and reference list (Bibliography) can be inserted

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Insert in-text citation

• Place the marker where you want the reference and then click ”Zotero Insert Citation” in the toolbar

• In the box that appears you choose which reference you want to insert (the first time you also select reference style)

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Insert bibliography

• Place the marker where you want the reference list (e.g. after your text) and then click ”Zotero Insert Bibliography” on the toolbar

• You only need to do this once – if you insert more references they automatically go into the reference list

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Refresh document & change reference style

• The tool ”Zotero Refresh” arranges your references again if, for example, you have moved sections of text with references within your document.

• Via ”Zotero Set Doc Prefs” you can change reference style.

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Groups

• Groups can be useful in project work and other situations where you need to see and use each others references.

• New groups are created using the icon at the top left corner.

• The icon links to zotero.org where you login with your account. Then you select which properties the group should have and who should be members.

• If you add copyrighted material, make sure that your group is marked ”Private”

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zotero.org

• Many more functions are available, visit http://www.zotero.org/ to find out more about how you can use Zotero!

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Jenny GunnarssonTed GunnarssonAnna Stockman