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A Kwantlen Polytechnic University Library Workshop Chris Burns & Ulrike Kestler June 2012
Zotero Keep track of your citations in a wink
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Workshop goal
To introduce you to some of the features of Zotero so that you can decide whether to use it to organize your bibliographic references
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By the end of the workshop
You will each have a personal Zotero
account and will be able to:
Download and install Zotero
Create folders to store bibliographic info
Add several common types of references to
your folders, both manually and by
downloading info
Generate an APA-formatted bibliography
Sync your account so you can work from any
computer
Advanced topics not covered today
Sorting & searching citations
Transferring citations from EndNote, etc.
Retrieving metadata from PDF‟s
Creating shared accounts
If there‟s time, we will show you how to integrate Zotero into Word
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Citation software
A tool to help you keep track of information
sources and easily generate bibliographies
Allows you to integrate the software with
Word so that you can pull in footnotes and
references from your list of sources
EndNote and RefWorks are best-known;
Kwantlen does not subscribe to these
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Who uses Zotero?
UBC (even though they also offer EndNote and RefWorks)
SFU (even though they also offer RefWorks)
Harvard
Yale
MIT
UCLA
longer list available at: http://www.zotero.org/support/institutions_recommending_zotero
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How does it compare?
See charts comparing features of Endnote,
Refworks, Mendeley and Zotero from:
U Wisconsin-Madison ▪ http://www.library.wisc.edu/citation-managers/comparison.html
MIT ▪ http://libguides.mit.edu/content.php?pid=55486&sid=427307
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Strengths of Zotero
Free
web-based, so available from anywhere
supports group collaboration
integrates with Word
stores (and indexes) PDF‟s and other files
strong user community; lots of help
open source
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Weaknesses of Zotero
Does not work in Internet Explorer (yet)
Works best in Firefox; versions are available
for Safari and Chrome browsers
„Standalone‟ versions available for Mac OS X,
Windows and Linux
data stored on Zotero‟s US servers
doesn‟t work with as many databases
fewer output citation styles
may have more citation errors
Essentials
Works best in Firefox
You only need to create your Zotero
account once
You must install Zotero (once) on each
computer you use
Citations can be stored on local computer
or synced to Zotero server (recommended)
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Installing Zotero: 4 steps
1. Create personal Zotero account
2. Download and install Firefox browser
3. Download and install Zotero software
4. Set up Zotero Preferences to
automatically sync your account (if you wish)
Harvard Video: http://www.zotero.org/support/installation#default_installation_video
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Installation Step 1:
Create a personal Zotero account
Go to www.zotero.org
Click on Register
Complete the form ▪ create a username and password
▪ Zotero will send you a confirmation email
Open email and click on link in confirmation
message ▪ Kwantlen webmail: https://webmail.kwantlen.ca/
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Installation Step 2:
Download latest version of Firefox
http://www.mozilla.org/en-US/firefox/new/
We won‟t be doing this on your computers here
today because it is already installed, plus only
IET can install software on lab computers
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Installation Step 3:
Download Zotero
Open Firefox browser
Go to Zotero home page www.zotero.org
Click on
Allow Firefox to install Zotero
it will be installed as an Add-on program to your
Firefox browser
Restart Firefox
you should see a icon at the bottom-right of
screen
You can also download Word Plugin now -optional
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Installation Step 4:
Set preferences in Zotero Set up Zotero Preferences to “sync”
automatically:
Open Firefox browser
Open Zotero window
▪ click the icon at bottom-right of screen
▪ OR, click on Tools in menu bar, then Zotero
Open Preferences window from gear icon
only more thing to do ...
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Set up Zotero Preferences
Enter your username
and password
Match these settings if
not already set by
default
Click on Sync icon
What am I syncing?
1. Data all of the descriptive information in your
folders including the citation, tags and notes
It does not include any attachments
Unlimited storage
2. Files the attachments in your folders including
PDF‟s and other files in your personal and
group libraries
100 MB free storage; single file max is 4 GB ▪ costs for additional storage
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Why sync?
By syncing to the Zotero server you: can access your folders from any computer
with internet access
automatically save changes ▪ no need to transfer “latest version” between computers
Downside to syncing Zotero server could crash and lose your info
▪ very unlikely, but possible; always back up your work
your account is subject to the US Patriot Act,
which is a potential privacy concern
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Do I have to sync to Zotero’s
server?
No. You can instead:
Use WebDAV storage
Use Portable Firefox on your local computer
Sync with another network folder or
synchronization service like Dropbox
▪ There are mixed messages on the Zotero help forum
about using Dropbox; some people have
encountered problems http://www.zotero.org/support/sync#alternative_syncing_solutions
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10-minute break!
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Overview of the dashboard
See legal-sized handout in your package.
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Adding items to your library
Let‟s add some items to your collection!
First up: a book citation
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Book citations
Downloading from a compatible library catalogue
Click on blue book
icon
Exports citation
information, tags,
URL to record
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Book citations
Add notes, tags, a snapshot or a link
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Book chapter
Manually entering citation info
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Click on item
type to change
to “book
section”, then
add chapter title;
change
contributors to
editors and add
chapter author
Journal article
Many Kwantlen databases allow for direct
exporting to Zotero (handout)
Main ways of exporting an article
Click on Article icon in URL box
Click on Export function; export to RefWorks
most of the times works
Can add notes, tags, attachments
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Journal article
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If PDF does not automatically
attach
Save the pdf on your desktop
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Attach PDF to entry
Click on Attachment icon
Choose „Attach Saved Copy of File‟ and
select your pdf from the desktop
Article from Google Scholar
article
Google Scholar creates a folder with all articles on this screen; click folder
icon to choose which one(s) you want to download into Zotero.
Automatically includes a snapshot of the article 30
Websites
Create new item from current page (if no icon beside URL)
You can
save PDF to
desktop and
attach to
entry
Click icon
to capture
info about
this
webpage
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Website – how to annotate it
Double-click on the snapshot entry
New annotating and highlighting icons are now available
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Create a new folder
Click on New Collection icon
Give folder a title (e.g. PDSS)
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Create subfolders
Right-click on the folder you created
Select New Subcollection
Give subfolder a title
Now you can move any items to any folder
you want 34
Creating a bibliography
Right click on folder to show output options
Click on Create Bibliography from
Collection
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Choose output style
All basic citation
styles included;
many more
available for
download
RTF = for word processor
HTML = to save as web page
Clipboard = to paste into another application
Print = to print immediately
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Save bibliography
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Rough bibliography
The uncorrected bibliography is full of errors. This is mostly
because the information in the entries was not checked and
corrected before creating the bibliography.
Garbage In = Garbage Out
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Canada. Department of Justice. (n.d.). Table of Private Acts, 1867 to December
31, 2008. Justice Laws Web Site. Retrieved December 13, 2010, from
http://laws-lois.justice.gc.ca/eng/TablePrivateActs/index.html
Justice Education Society of BC. (n.d.). Justice Education Society. Retrieved
December 13, 2010, from http://www.justiceeducation.ca/
Law Library of Congress . (2010a, August 20). Legal research guide: China. Law
Library of Congress. Retrieved December 13, 2010, from
http://www.loc.gov/law/help/china.php
Law Library of Congress . (2010b August 20). Foreign and international law. Law
Library of Congress. Retrieved December 13, 2010, from
http://www.loc.gov/law/help/foreign.php
Cleaned up bibliography
Using Zotero with Word if time permits
We downloaded the Zotero Word plugin
earlier. To use it, you need to:
Open Word
Click on „Add-Ins‟ in the menu bar to display
the Zotero custom toolbar
See the Zotero Icons handout for info on each
option, and links to further help
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Using Zotero with Word if time permits
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Backing up your files
Always back-up your Zotero Library!
Although the Library is saved on the Zotero
server (if you sync to the server), you should
keep a back-up copy in case the server
crashes, or some other disaster strikes
Instructions: http://www.zotero.org/support/zotero_data#how_do_i_back_up_my_zoter
o_library
A Word about Copyright
Under the AUCC-Access Copyright Model
Licence signed by Kwantlen, you can save
a digital copy (e.g. PDF) of documents
covered by the Licence on Kwantlen‟s
servers
You can also post these documents on
your course website (a „secure network‟)
It is unclear whether you can save these
documents on a server outside of
Kwantlen, however. Stay tuned! 43
Objectives Met?
You now have a personal Zotero account
and are able to:
Download and install Zotero
Create folders to store bibliographic info
Add several common types of references to
folders, both manually and by downloading info
Generate an APA-formatted bibliography
Sync Zotero account so you can work from any
computer
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Future training
If there is enough interest, the library will
offer a more advanced-level training
session covering:
Integrating Zotero into Word
Sorting and searching collections
Transferring collections from EndNote or
RefWorks
Creating group libraries
Indexing PDF documents 45
Additional resources
Zotero Support http://www.zotero.org/support/
Kwantlen Library Zotero Guide http://www.kwantlen.ca/library/services/Workshops_by_Librarians/
Zotero.html
SFU Library Zotero Guide http://www.lib.sfu.ca/my-library/zotero
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Questions?
Please contact either of us after the
workshop:
Chris Burns
▪ 604-599-3198
Ulrike Kestler
▪ 604-599-3199 (voicemail 9153)
