Zotero [zoh-TAIR-oh] is a free, easy to use reference manager
to help you collect, manage, and cite your research sources. Zotero
Reference Manager Please watch this PowerPoint as as a full screen
presentation (Press F5 on keyboard) There are animations on each
slide. Please watch this PowerPoint as as a full screen
presentation (Press F5 on keyboard) There are animations on each
slide. 1
Slide 3
Pre-Installation (Choices, Choices) 2 Use Standalone if... You
want to use Chrome or Safari. You want Zotero in its own window
rather than be inside a browser. Remember to install (1) the
program, and the (2) browser extension. Use Firefox version if...
If you dont want to maintain a separate program on your computer.
For the purposes of expedience, the Firefox version will be used
for instruction.
Slide 4
Installation - Firefox 3 1.Assuming you do not have Firefox: Go
to http://www.mozilla.orghttp://www.mozilla.org 2. Save the file:
firefox setup ****.exe 3. Install the exe file (double click and
follow the installation prompts) 4. You should see the Firefox logo
on your desktop. Open it. 5. Type www.zotero.org into the address
bar.www.zotero.org
Slide 5
Installation Firefox Zotero 4 There are 2 downloads: 1)Zotero
for Firefox 2)MS Word Zotero Plugin To prevent you from downloading
malicious software, Firefox will prompt you to ALLOW and INSTALL
NOW. Make sure you are downloading from www.zotero.org.
www.zotero.org You dont have to restart after install (1). Go ahead
to install (2) and then RESTART NOW.
Slide 6
Installation - Check the Zotero Interface in Firefox If you
installed correctly, click on the Z to see the 3 column interface.
Click on it again to minimize. 5
Slide 7
Installation - Check the Zotero MS Word Plugin 6 INSTALLATION
COMPLETE! You will never have to do this again!* *Unless you have a
new computer, crashed your computer, dropped your computer down the
stairs...which is why you should always make backups. See later
slides.
Slide 8
Adding Bibliographic Data URL Icons (1) URL Icons: Zotero will
try to recognize the item in your current page. Zoteros Newspaper
Icon 7
Slide 9
Adding Bibliographic Data URL Icons (2) 8
Slide 10
Adding Bibliographic Data URL Icons (3) Click once on these
icons to download the bibliographic info. Book Icon For book
information. Newspaper Icon For newspaper articles such as the New
York Times. Article Icon This is for journal articlesyou can see
this in PROQUEST, ABI Inform, ATLA, JSTOR. Folder Icon This will
show up when you have performed a search and have multiple items on
your screen. Click and check off the items you want to save. 9 Not
the star icon, that is for something else.
Slide 11
Adding Bibliographic Data Export Citation Zotero accepts the
exports for ENDNOTE and RIS format. 10
Slide 12
Adding Bibliographic Data But is it working? 11 You should see
a pop-up message at the right hand corner of your screen as you are
saving the information: Picture: Wofford College
(libguides.wofford.edu/content.php?pid=59160&sid=434444)
Slide 13
Adding Bibliographic Data Not Working?! 12 Did the website
finish loading? Wait until it finishes. Are you using the browser
that is working with your Zotero installation? Is Zotero/Firefox
waiting for your response? Press ESC (upper left) on your keyboard
to start over. Or look for smaller window behind the main Firefox
window.
Slide 14
Adding Bibliographic Data - Try It Out! Find a journal article
at http://jstor.org and download its bibliographic
info.http://jstor.org Find a book at http://lib.uwest.edu and
download its bibliographic info.http://lib.uwest.edu Find a
newspaper article at http://nytimes.com and download its
bibliographic info. http://nytimes.com 13
Slide 15
Adding Bibliographic Data - Standard Identifiers Magic Wand
Will add data via ISBN, PubMed ID and DOI: 14 You will need to be
online for the data to be pulled.
Slide 16
Adding Bibliographic Data Of Current Webpage I want to gather
info on the webpage I am looking at right now! 15
Slide 17
Adding Bibliographic Data Of Current Webpage With Notes (1) I
want to gather info on the webpage I am looking at right now! and
add a NOTE to it at the same time. 1. Highlight the words you want
to note. 2. Right click on your highlighted words. 3. Select Zotero
Create Zotero Item and Note from Selection. 16
Slide 18
You end up with : (1) The bibliographic information for the
website. (2) A note attached to it, containing the words you
highlighted. These become searchable words inside Zotero. You can
also write your own notes inside. (3) A snapshot of the webpage to
archive and read offline. The text is also indexed and become
searchable words inside Zotero. 17 Adding Bibliographic Data Of
Current Webpage With Notes (2)
Slide 19
Adding Bibliographic Data PDF Files You Already Have... 18 Drag
and drop your PDF into My Library.Right click on the file in the
center column. You may be asked to turn on PDF indexing, you should
say yes. Then Zotero will attempt to retrieve the metadata for your
PDF file and create an bibliographic item with the PDF file
attached as a child item. This will also allow Zotero to search for
words inside PDF files.
Slide 20
Adding Bibliographic Data For All Types of Items 1. Manual add
2. What type of resource is it? 3. Fill in the fields with the
information you have. 19
Slide 21
Adding Bibliographic Data Cleaning Up Data 1)Select an item to
view in the center column. 2)Click once inside any field to edit
the text. Example: Is Web Page the best description? 3)Right-click
on the Title text to get TRANSFORM to change the text to Sentence
case if it is not already. Zotero recommends that you keep Titles
in Sentence case and any proper nouns capitalizedthis is way you
can use it with any style you want. You may add additional Author
fields by clicking the (+) or remove by (-). If there is no Author,
but Editor or Translator instead, you can change the fields label
to the left. 4)For persons with no Last Name, you can set the field
to one field only. 20 When bibliographic data is added from a
webpage, it may contain inaccurate data or incorrect mapping. If it
is incorrect in Zotero, it will appear incorrect in your
papers/bibliographies. So, how to clean up?
Slide 22
Adding Bibliographic Data On Title Case! 21 Chicago Manual of
Style 16.17 Capitalization (Title Case) In notes and
bibliographies, titles of books, articles, and journal names are
usually capitalized headline style (see 8.167).... 10.3
Capitalization of foreign titles (Sentence case)...capitalize only
the words that would be capitalized in normal prosefirst word of
title and subtitle and all proper nouns. In other words, use
sentence style (see 8.166). This rule applies equally to
transliterated titles. Anything other than blank, English, or en
will result in the item being set as a foreign title.
Slide 23
Adding Bibliographic Data Try It Out! Add the bibliographical
information by ISBN: 0470822295 Go to:
www.pbs.org/wnet/religionandethics/ Select any one article and
highlight a sentence that you like. Add the item to Zotero and
create a note from the sentence you highlighted. (Hint: Slide #17)
Is Web Page the best way to describe this item? (Hint: The items on
this website are videos and transcripts of what was broadcasted on
TV) Does the Title field look okay? (Hint: The title should reflect
just that one item on the site, what other field can you use to
fill in the main title of the website youre looking at? Also, is
the Title in the right case?) What should you do if you want to add
information about a chapter inside an anthology? (Hint: Slide #20,
not book, but a section of a book) 22
Slide 24
Cite While You Write MS Word Setup Inserting in-text citation
as you are writing. Open Microsoft Word Firefox needs to be on! (If
you are using Standalone, it needs to be on) Select your Citation
Style here (cogwheel icon) you may switch at any time: APA =
American Psychological Association. MLA = Modern Language
Association 23
Slide 25
Cite While You Write Briefly About Chicago 24 More about
citations (what is Turabian?):
http://lib.uwest.edu/subject-guides/citationhttp://lib.uwest.edu/subject-guides/citation
Slide 26
Cite While You Write In Text Citation To start citing a
sentence, click on the first icon. Start typing the title or author
of the item you want to cite. Zotero will detect and allow you to
select from a list. Once you have done so, click on the selection
and add page #, etc. Hit return to okay the page # and hit return
again to complete the selection. 25 Screenshots from OSU Libraries
(http://ica.library.oregonstate.edu/tutorials/lesson/626--Introduction-to-
Zotero?mid=24706&type=MiscellaneousResource&uid=1251)
Allows a more detailed interface.
Slide 27
Cite While You Write In Text Citation, OOPS! You mad a mistake,
wrong citation. 1. To change the citation to another item, place
your mouse and click inside the gray area that Zotero produced. 2.
Click on the 1 st icon. And there will be a pop- up confirming you
want to replace the existing citation. 26
Slide 28
Cite While You Write Bibliography When you are done writing,
you need a bibliography/reference list/works cited. Place your
mouse cursor at the end of your document and click there. Then
click on the 3 rd icon. Your bibliography should be set. It will
only show items you have directly cited in your text. 27
Slide 29
Cite While You Write Human Intervention Making Manual
Corrections: Do not do this unless you really must. While you can
directly edit anything Zotero provides, these two icons (2 and 4)
are the formal way to do it. Icon 4 can also be used to manually
add a reference when not directly cited in the paper. If it is
something you can correct in Zotero itselflike a typo, an extra
space--do it in the Zotero interface in Firefoxso when you reuse
the item, you wont run into the same mistake. Hit Refresh (5th
icon) to pull the corrected data into your document. 28
Slide 30
Cite While You Write Human Intervention (1) Making Manual
Corrections 1. Place your mouse and click inside the citation you
want to edit. 2. Click here to open the Zotero Prompt. Click on the
Z and go to Classic View. 29
Slide 31
Cite While You Write Human Intervention (2) 1. Click on Show
Editor 2. Edit inside the box. Note the warning. Click OK. 30
Slide 32
Cite While You Write Human Intervention (3) 1. Click here to
open the editor for the bibliography. You can add an item into your
bibliography that you didnt directly cite in your text. Just select
it and click on the green arrow pointing right. 2. Choose an item
to edit in the box below. Note the warning. Make your edits. Click
OK. 31
Slide 33
Cite While You Write Human Intervention (4) This last icon will
break your documents connection to Zotero. It will just be a normal
document, and the data Zotero provided will become regular text.
You do not have to break the connection if you are sending out the
paper to someone else, they should see it normally. Use only if
Zotero is interfering with normal reading and editing. Use Save As
to create a separate file so your original document still has the
Zotero connection. 32
Slide 34
Cite While You Write Other Word Processors (1) 33 If you are
not using MS Word, or other word processors that is compatible with
Zotero (Google Docs), you can still use Zotero to cite while you
write, it will just be a little more work. Go to Preferences >
Export Screenshots from OSU Libraries
(http://ica.library.oregonstate.edu/tutorials/lesson/626--Introduction-to-
Zotero?mid=24706&type=MiscellaneousResource&uid=1251)
Change the default output to your style.
Slide 35
Cite While You Write Other Word Processors (2) 34 In-Text
Citation: Select the item you want to cite in your text. Hold the
SHIFT key while you drag and drop the item to your open document.
You will have to add the page number yourself. Bibliography: Select
all the items (hold the CTRL key to select multiple items, let go
when you are done) that should be in your bibliography. Drag and
drop the items to your open document. You can create a separate Sub
Collection (see later slides) to keep track of which items you
cited. Screenshots from OSU Libraries
(http://ica.library.oregonstate.edu/tutorials/lesson/626--Introduction-to-
Zotero?mid=24706&type=MiscellaneousResource&uid=1251)
Slide 36
Cite While You Write - Try It Out! Write a three sentences and
insert 3 different citations for each. (Hint: Slide #26) Generate
the bibliography. (Hint: Slide #28) Replace one of the in text
citation (Hint: Slide #27) Change the publishing date of one of the
items you citedyou are correcting an error. (Hint: You might use
this item again later, do you want to correct the error every time?
Slide #29) 35
Slide 37
How to Organize Your Items in Zotero - Collections (Sub)
Collections All items you add are in the MY LIBRARY, you can drag-
drop them into a collection. Right click and select NEW COLLECTION.
You can add more SUBCOLLECTIONS under each collection. 36
Slide 38
How to Organize Your Items in Zotero - Tags Tags / Color Code
up to 6 tags Labels you attach to the items in Zotero. You can drag
and drop items to existing tags on the left side. When you download
articles from academic database, they will automatically tag with
the subject headings and keywords. If you dont want this, go to
PREFERENCES (see slide #33) > GENERAL > and uncheck the
Automatically tag... option. Right click on a tag on the left hand
side to assign a color. 37
Slide 39
How to Organize Your Items in Zotero - Related Related Items
you want to link to each other (no labels, no folders, free linked)
38
Slide 40
How to Organize Your Items in Zotero Turn on PDF Indexing
Search Your Items (and save as a collection) If you want to search
your PDF files at the same time, you have to manually install the
PDF indexer. If youve already done the PDF metadata search (slide
#19), it is already turned on. 39
Slide 41
How to Organize Your Items in Zotero Saved Searches Search Your
Items (and save as an automated collection) Simple Search, results
in the middle column. Change the default of how wide you want the
search to be. Advanced Search: Search ANY field, publisher, author,
etc. and save your search. 40
Slide 42
How to Organize Your Documents Search Your Items (and save as a
collection) Advanced Search Search multiple criteria at the same
time (+). Save your search query, so all your future items will
fall into the search if it matches your search. 41
Slide 43
REMOVING ITEMS & Merging Duplicates Removing Items The
DELETE key will send items to the Zotero trash can. or Right-Click
and Move Item to Trash You can select multiple items. Trash will be
deleted every 30 days. Duplicates Go to Duplicate Items on the left
Collections area. Click on one of the duplicates. On the right
side, you will see Merge # Items. You can choose one copy to be a
master item. 42
Slide 44
Try It Out! Create 2 Subcollections under MY LIBRARY Name it
Paper 1 & Paper 2 Put an item into the Paper 1 subcollection.
Search for a keyword Use Advanced Search and save. Assign a tag to
an item, make it To Read Use the yellow color to code the To Read
tag. Tag another item as To Read. Delete an item. Go to Trash and
undelete the item. 43
Slide 45
Sharing Your Resources Create a Bibliography to send elsewhere.
Select the items (hold the CTRL key to select multiple items) OR
the collection you want to create a bibliography for. Right-click
and select Create a Bibliography It will ask you to choose a style.
You can then create a RTF (word document), HTML (web document),
your clipboard, or print the bibliography. 44
Slide 46
Sharing Your Resources Copy out your data to other software
with Export* Export your entire library. You can also export just a
certain collection. After you export, to put it back into another
Zotero application, use import. It will not override your existing
documentsit will be imported as its own collection. *This will only
copy out your data, if you export to another computer and try to
work on your paper there, the original Zotero citations from your
paper will break as it expects the original data, not the copy. For
restorable backup, check:
http://www.zotero.org/support/zotero_data#bac
king_up_your_zotero_library to see alternatives more suited for
your situation. Check the later slides for Syncing across
computers. http://www.zotero.org/support/zotero_data#bac
king_up_your_zotero_library 45
Slide 47
Sharing Your Resources Generate a single page report from a
collection. Select a collection or subcollection. Click on Generate
Report. You will get a report of all the citation fields, notes,
tags, attachments, etc. 46
Slide 48
Sharing Your Resources Sync with Your Zotero Account Working
with multiple computers or use periodically as backup. Click on
Preferences. You will need to create an account at Zotero.org if
you do not have one. For storage of citation information, its free.
Files such as PDF, Snapshots, and other attachments are free up to
300MB. 47
Slide 49
Sharing Your Resources Using Zotero based only on the data from
your USB drive, gDrive, skyDrive, cloud-based drives. Go to
Preferences. Use CUSTOM and point to your USB drive. Firefox will
need to restart. Go to Advanced. 48
Slide 50
Manual Backups! From the previous slide, go back and select
Show Data Directory. This is where all your Zotero data is. Close
Firefox, then Copy everything in the directory to another place. To
put it back, make sure Zotero is installed, then go to the Show
Data Directory. Close Firefox. Replace the existing files with your
backup copy. Go to Preferences. It will open a folder with Zotero
folders and files. Go to Advanced. 49
Slide 51
Try It Out! Generate a bibliography from all the items in MY
LIBRARY. Use APA Style, Copy to Clipboard, and paste it to a MS
Word document. Use MLA Style, Copy to Clipboard, and paste it to a
MSWord document. Generate a report from your Paper 2 subcollection.
Export MY LIBRARY to the desktop. Import it, name it as My Other
Collection. 50
Slide 52
How to Add Additional Information to Your Citation Notes,
Snapshot, Link, File Make sure you have selected the item that you
want to attach a note, snapshot, link, or file first. Note: You can
write an note to attach to an item or a standalone one (not
associated with an item). The (+) sign indicates there are notes,
snapshots, links, or files attached to the item. Click on it to see
them. Snapshot: Saves a picture of the current web page, viewable
offline, can put a stickie note or highlight the text. Attach Link:
Attaches a link to the current webpage. Attach Stored: Physically
attach any type of file, Excel, PDF, etc. to Zotero. Attach Link to
File: Point to a files location on your computer. Select the item
51
Slide 53
How to Create a Timline Create a Timeline of your resources.
This visually tells you how recent the items in your collection was
published. Select the collection you wish to create a timeline for.
Cogwheel Create Time Line You can click on a spot and scroll to see
left and right of the timeline. A small | on the timeline indicates
an entry from your collection. 52
Slide 54
Checking resources for full text: 53 For journal articles
inside Zotero, you may wish to see if there is full text in: UWest
databases: Library Lookup. Google scholar
Slide 55
Mobile/Tablet Apps 54 https://www.zotero.org/support/mobile
ISBN Scanning w/ camera PDF syncing Bookmarklet to save items from
mobile browser to Zotero.org. Viewing and editing Zotero
library.
Slide 56
Zotero: Not Perfect! Do not throw your style books away! Zotero
is NOT perfect, always review and double check your citation and
bibliography. UWest Library: Citation Style Guide Books: APA:
http://uwest.worldcat.org/oclc/316736612http://uwest.worldcat.org/oclc/316736612
MLA:
http://uwest.worldcat.org/oclc/276228865http://uwest.worldcat.org/oclc/276228865
CHICAGO:
http://uwest.worldcat.org/oclc/495102182http://uwest.worldcat.org/oclc/495102182
Citation Reference Links for APA, MLA, CHICAGO, etc.:
http://lib.uwest.edu/subject-guides/citation A great step-by-step
Zotero guide: http://ica.library.oregonstate.edu/tutorials/626--
Introduction-to-Zotero
http://ica.library.oregonstate.edu/tutorials/626--
Introduction-to-Zotero 55
Slide 57
Intermediate Exercise 56 Setup your Zotero.org account. Find a
GROUP called UW Zot Workshop and join it. Add items to the group
library. Go to http://citeulike.org (dont create an account, just
search) or another Zotero group library and add an item that seems
interesting to you.http://citeulike.org Add it into the group
library and attach a note that says you added it into the group
library under that item. Use the Library Lookup, then Google
Scholar, lookup function to see if we have the book or the full
text. (Slide 52)