Reference Management Software:
An Introduction to Zotero and Mendeley

V. Sriram
Chief Librarian, K.N. Raj Library
Centre ...
Contents
 Literature – What and How to manage
 Basics of referencing – What and Why
 Reference management software
 Zo...
Literature
Research requires engagement with
literature at each and every stage starting
from exploring the topic to submi...
Managing Literature
Systematic gathering of sources:
Using proper tools to gather literature –
Google Scholar, Journal Dat...
Managing Literature
Annotation / Notes:
Incorporating the following Author and the audience
Summary
Critical comments
Note...
Referencing
What is referencing?

It is a method used by the researchers to
demonstrate that they have conducted a
thoroug...
Referencing
Need for referencing
Accurate referencing reflects good academic practice
and enhances the presentation of you...
Reference management software
To record the details of all the information
you find. You will need these details to
provid...
Zotero
Free – Open Source
Platform independent
Works Offline and Online
Over 6700 referencing styles
Data Sharing
26 field...
Firefox - Installation
Zotero - Installation
Zotero - Installation
Open Zotero
Collecting References
Collecting References
Adding items
Organizing items
Drag & Drop Items
Notes
Tags
Searching Items
Zotero – Word Add - in
Insert Citation
Insert Bibliography
Create Zotero Account
Zotero Login
Synchronize
Settings
Backup
Mendeley
Free – Open Source
Platform independent
Works Offline and Online
Over 6789 referencing styles
Data Sharing
66 fie...
Mendeley Desktop - Installation
Installation
Installation
Installation
Open Mendeley Desktop
Adding items
Collecting References
Collecting References
Organizing items
Drag & Drop Items
Notes
Annotations
Searching Items
Word Plug - in
Adding Citation
Insert Citation
Insert Bibliography
Synchronize
Conclusion
Organizes your research materials
Long term storage
Reduces data entry and formatting
Helps to develop your res...
Thank you!
V Sriram
email: vsrirams@gmail.com
Reference Management Software:  An Introduction to Zotero and Mendeley
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Reference Management Software: An Introduction to Zotero and Mendeley

  1. 1. Reference Management Software: An Introduction to Zotero and Mendeley V. Sriram Chief Librarian, K.N. Raj Library Centre for Development Studies Thiruvananthapuram India email: vsrirams@gmail.com
  2. 2. Contents  Literature – What and How to manage  Basics of referencing – What and Why  Reference management software  Zotero – Features  Zotero – Word integration
  3. 3. Literature Research requires engagement with literature at each and every stage starting from exploring the topic to submission of the paper / theses / report. Researchers gather a huge mound of literature in the research process and are often shocked to find that they are not able to manage it well. Making literature manageable involves assessing their relevance, systematically keeping track of the sources, and maintaining notes / annotations
  4. 4. Managing Literature Systematic gathering of sources: Using proper tools to gather literature – Google Scholar, Journal Databases, … Creating bibliographic records and making it error free Organizing by topic, subject, research area… Linking the soft copy full text for easy retrieval Assigning a unique primary-key for print items.
  5. 5. Managing Literature Annotation / Notes: Incorporating the following Author and the audience Summary Critical comments Notes on relevance
  6. 6. Referencing What is referencing? It is a method used by the researchers to demonstrate that they have conducted a thorough and appropriate literature search, and reading. To accurately acknowledge other people's work and ideas when writing your own work, you need to use a referencing style. There are many types of referencing style such as Chicago Style, MLA, MPA …
  7. 7. Referencing Need for referencing Accurate referencing reflects good academic practice and enhances the presentation of your work: it shows that your writing is based on knowledge and informed by appropriate academic reading. You need referencing to ensure that anyone reading your work can trace the sources you have used in the development of your work, and give you due credit for your research efforts and quality. If you do not acknowledge another writer's work or ideas, you could be accused of plagiarism.
  8. 8. Reference management software To record the details of all the information you find. You will need these details to provide accurate references, and to enable you to locate the information again at a later date Benefits: search easily for a particular reference to which you need to refer back print or save lists of references insert citations into your document and automatically produce a bibliography in whatever style you require
  9. 9. Zotero Free – Open Source Platform independent Works Offline and Online Over 6700 referencing styles Data Sharing 26 fields 34 Types of Sources Linking full text / pdf Integration with MS-Office / Open Office
  10. 10. Firefox - Installation
  11. 11. Zotero - Installation
  12. 12. Zotero - Installation
  13. 13. Open Zotero
  14. 14. Collecting References
  15. 15. Collecting References
  16. 16. Adding items
  17. 17. Organizing items
  18. 18. Drag & Drop Items
  19. 19. Notes
  20. 20. Tags
  21. 21. Searching Items
  22. 22. Zotero – Word Add - in
  23. 23. Insert Citation
  24. 24. Insert Bibliography
  25. 25. Create Zotero Account
  26. 26. Zotero Login
  27. 27. Synchronize
  28. 28. Settings
  29. 29. Backup
  30. 30. Mendeley Free – Open Source Platform independent Works Offline and Online Over 6789 referencing styles Data Sharing 66 fields 19 Types of Sources Linking full text / pdf Integration with MS-Office / Open Office
  31. 31. Mendeley Desktop - Installation
  32. 32. Installation
  33. 33. Installation
  34. 34. Installation
  35. 35. Open Mendeley Desktop
  36. 36. Adding items
  37. 37. Collecting References
  38. 38. Collecting References
  39. 39. Organizing items
  40. 40. Drag & Drop Items
  41. 41. Notes
  42. 42. Annotations
  43. 43. Searching Items
  44. 44. Word Plug - in
  45. 45. Adding Citation
  46. 46. Insert Citation
  47. 47. Insert Bibliography
  48. 48. Synchronize
  49. 49. Conclusion Organizes your research materials Long term storage Reduces data entry and formatting Helps to develop your research
  50. 50. Thank you! V Sriram email: vsrirams@gmail.com

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