Zotero Workshop

Zotero [zoh-TAIR-oh] is a free, easy to use reference manager to help you collect, manage, and cite your research sources.

Zotero Reference ManagerPlease watch this PowerPoint as as a full screen presentation (Press F5 on keyboard)There are animations on each slide.1Pre-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.Installation - Firefox3Assuming you do not have Firefox: Go to http://www.mozilla.org

2. Save the file: firefox setup ****.exe3. 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.Installation Firefox Zotero 4

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There are 2 downloads:Zotero for FirefoxMS 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.

You dont have to restart after install (1). Go ahead to install (2) and then RESTART NOW.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.5Installation - Check the Zotero MS Word Plugin6

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.

Adding Bibliographic Data URL Icons (1)URL Icons: Zotero will try to recognize the item in your current page.

Zoteros Newspaper Icon7Adding Bibliographic Data URL Icons (2)8

Adding Bibliographic Data URL Icons (3)Click once on these icons to download the bibliographic info.Book IconFor book information.Newspaper IconFor newspaper articles such as the New York Times.Article IconThis is for journal articlesyou can see this in PROQUEST, ABI Inform, ATLA, JSTOR.Folder IconThis 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.

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Not the star icon, that is for something else.Adding Bibliographic Data Export CitationZotero accepts the exports for ENDNOTE and RIS format.

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Adding Bibliographic Data But is it working?11You 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)Adding Bibliographic Data Not Working?!12Did 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.

Adding Bibliographic Data - Try It Out!Find a journal article at http://jstor.org and download its bibliographic info.

Find a book at http://lib.uwest.edu and download its bibliographic info.

Find a newspaper article at http://nytimes.com and download its bibliographic info.13Adding Bibliographic Data - Standard IdentifiersMagic WandWill add data via ISBN, PubMed ID and DOI:

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You will need to be online for the data to be pulled.Adding Bibliographic Data Of Current WebpageI want to gather info on the webpage I am looking at right now!

15Adding 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.1616You 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.17Adding Bibliographic Data Of Current Webpage With Notes (2)

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.Adding Bibliographic Data For All Types of Items

1. Manual add2. What type of resource is it?3. Fill in the fields with the information you have.19

Adding Bibliographic Data Cleaning Up DataSelect an item to view in the center column.Click once inside any field to edit the text. Example: Is Web Page the best description?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. For persons with no Last Name, you can set the field to one field only.20When 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?

Adding Bibliographic Data On Title Case!21Chicago Manual of Style16.17 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. Adding Bibliographic Data Try It Out!Add the bibliographical information by ISBN:0470822295Go 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

Cite While You Write MS Word SetupInserting 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 Association23Cite While You Write Briefly About Chicago24

More about citations (what is Turabian?): http://lib.uwest.edu/subject-guides/citation

Cite While You Write In Text CitationTo 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.25Screenshots 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.

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 1st icon. And there will be a pop-up confirming you want to replace the existing citation. 26

Cite While You Write BibliographyWhen 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 3rd icon. Your bibliography should be set. It will only show items you have directly cited in your text.27

Cite While You Write Human InterventionMaking 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.28Cite 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 ZoteroPrompt. Click on the Z and go to Classic View.29

Cite While You Write Human Intervention (2)1. Click on Show Editor

2. Edit inside the box. Note the warning. Click OK.30Cite While You Write Human Intervention (3)

1. Click here to open the editor for thebibliography.

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.31Cite 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.32Cite While You Write Other Word Processors (1)33If 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.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)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

How to Organize Your Items in Zotero - Collections(Sub) CollectionsAll 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.36How to Organize Your Items in Zotero - TagsTags / Color Code up to 6 tagsLabels 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.

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How to Organize Your Items in Zotero - RelatedRelatedItems you want to link to each other (no labels, no folders, free linked)

38How to Organize Your Items in Zotero Turn on PDF IndexingSearch 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.

39How to Organize Your Items in Zotero Saved SearchesSearch 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

How to Organize Your DocumentsSearch Your Items (and save as a collection)Advanced SearchSearch multiple criteria atthe same time (+).Save your search query,so all your future items will fall into the search if it matches your search.

41REMOVING ITEMS & Merging DuplicatesRemoving ItemsThe DELETE key will send items to the Zotero trash can.or Right-Click and Move Item to TrashYou can select multiple items.Trash will be deleted every 30 days.

DuplicatesGo 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.

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Try It Out!Create 2 Subcollections under MY LIBRARYName it Paper 1 & Paper 2Put an item into the Paper 1 subcollection.Search for a keywordUse Advanced Search and save.Assign a tag to an item, make it To ReadUse 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.

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Sharing Your ResourcesCreate 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

Sharing Your ResourcesCopy 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#backing_up_your_zotero_library to see alternatives more suited for your situation. Check the later slides for Syncing across computers.45

Sharing Your ResourcesGenerate 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

Sharing Your ResourcesSync with Your Zotero AccountWorking 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

Sharing Your ResourcesUsing 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

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.49Try 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.

50How to Add Additional Information to Your CitationNotes, Snapshot, Link, FileMake 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 item51

How to Create a TimlineCreate 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 LineYou can click on a spot and scrollto see left and right of the timeline. A small | on the timeline indicatesan entry from your collection.52Checking resources for full text:53For journal articles inside Zotero, you may wish to see if there is full text in:UWest databases: Library Lookup.Google scholar

Mobile/Tablet Apps54https://www.zotero.org/support/mobileISBN Scanning w/ cameraPDF syncingBookmarklet to save items from mobile browser to Zotero.org.Viewing and editing Zotero library.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/316736612MLA: http://uwest.worldcat.org/oclc/276228865CHICAGO: http://uwest.worldcat.org/oclc/495102182

Citation Reference Links for APA, MLA, CHICAGO, etc.:http://lib.uwest.edu/subject-guides/citationA great step-by-step Zotero guide: http://ica.library.oregonstate.edu/tutorials/626--Introduction-to-Zotero

55Intermediate Exercise56Setup 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.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)