Zotero 2009

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Zotero Workshop at Iowa State University

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Zotero 2009

  1. 1. Zotero: Bibliographic Management Software H. Stephen McMinn HSM Iowa State University
  2. 2. Zotero <ul><li>Reference Database </li></ul><ul><ul><li>Helps gather, store, and organize references/citations </li></ul></ul><ul><li>Bibliographic Management - Works in parallel with MS Word to: </li></ul><ul><ul><li>Generate a bibliography in the correct style following the 'instructions to authors' you need to successfully submit your articles </li></ul></ul><ul><ul><li>Use the database to link to references in word-processed documents </li></ul></ul><ul><li>Capture Websites </li></ul>
  3. 3. Zotero vs. EndNote Web <ul><li>Main Differences </li></ul><ul><ul><li>Web vs. PC based (Browser Based – FireFox) </li></ul></ul><ul><ul><li>Screen/Site Capture </li></ul></ul><ul><ul><li>PDF Capture/Integration </li></ul></ul><ul><ul><li>Limited Output Styles </li></ul></ul><ul><li>Similarities </li></ul><ul><ul><li>Free </li></ul></ul><ul><ul><li>Works with Word </li></ul></ul>HSM
  4. 4. Why????? <ul><li>Save Time & Be Better Organized! </li></ul><ul><li>Example Using Zotero and Microsoft Word to </li></ul><ul><li>Create Bibliography </li></ul>
  5. 5. Live Demo! HSM
  6. 6. Zotero Advantages <ul><li>Browser Based </li></ul><ul><li>Can be Synced via Web </li></ul><ul><li>Works with Word via plug-in </li></ul><ul><li>Can Share References with others </li></ul><ul><li>Numerous Input and Output Styles </li></ul><ul><li>Capture Screen and Full Text </li></ul>
  7. 7. Zotero Disadvantages <ul><li>Browser Based – Synced Online </li></ul><ul><li>Limited Output Styles </li></ul><ul><li>Sharing is read only unless owner </li></ul><ul><li>Only local storing of full text objects (right now) </li></ul>
  8. 8. The Zotero Process Zotero Web Sites Manual Input Bibliographies INPUT OUTPUT Databases
  9. 9. Outline <ul><li>Getting Started </li></ul><ul><ul><li>Installing Software </li></ul></ul><ul><ul><li>Creating Account </li></ul></ul><ul><ul><li>Basic Features </li></ul></ul><ul><li>Getting Info In –Methods </li></ul><ul><ul><li>Capture Tool </li></ul></ul><ul><ul><li>Manual Creation of Records </li></ul></ul><ul><ul><li>Manual Importing </li></ul></ul><ul><li>Getting References Out </li></ul>HSM
  10. 10. Installing FireFox – Add On <ul><li>Go to Website – www.zotero.com </li></ul><ul><li>Drag and Drop </li></ul><ul><li>Need to Restart FireFox </li></ul><ul><li>Create Account to Sync and Share </li></ul><ul><ul><li>Same Site </li></ul></ul><ul><ul><li>Register link upper RHS of page </li></ul></ul><ul><ul><li>E-mail address needed </li></ul></ul>HSM
  11. 11. Hands-On! HSM
  12. 12. Installing FireFox – Add On <ul><li>Go to Website – www.zotero.com </li></ul><ul><li>Drag and Drop </li></ul><ul><li>Need to Restart FireFox </li></ul><ul><li>Create Account to Sync and Share </li></ul><ul><ul><li>Same Site </li></ul></ul><ul><ul><li>Register link upper RHS of page </li></ul></ul><ul><ul><li>E-mail address needed </li></ul></ul>HSM
  13. 13. Zotero Groups – 3 Types <ul><li>Public, Open Membership </li></ul><ul><ul><li>Anyone can view your group online and join the group instantly. </li></ul></ul><ul><li>Public, Closed Membership </li></ul><ul><ul><li>Anyone can view your group online, but members must apply or be invited. </li></ul></ul><ul><li>Private Membership </li></ul><ul><ul><li>Only members can view your group online and must be invited to join. </li></ul></ul>HSM
  14. 14. Populating Libraries – Getting it in! <ul><li>Capture Tool – The Way to GO! </li></ul><ul><li>Create New Item from Current Page </li></ul><ul><ul><li>For pages where capture doesn’t work </li></ul></ul><ul><li>Other Methods – Not Covered </li></ul><ul><ul><li>New Item (Manual creation) </li></ul></ul><ul><ul><li>Import (RIS, BibTex, etc.) </li></ul></ul><ul><ul><li>Import from Clipboard </li></ul></ul>HSM
  15. 15. Examples <ul><li>Web of Science </li></ul><ul><li>New York Times </li></ul><ul><li>CDC Food Safety Office </li></ul>HSM
  16. 16. Live Demo & Hands On! HSM
  17. 17. Examples <ul><li>New York Times </li></ul><ul><ul><li>www.nytimes.com </li></ul></ul><ul><li>Web of Science </li></ul><ul><ul><li>Lib Home Page – www.lib.iastate.edu </li></ul></ul><ul><ul><li>Indexes and Abstracts under Collections </li></ul></ul><ul><li>CDC Food Safety Office </li></ul><ul><ul><li>LibGuide – FSHN 581 </li></ul></ul><ul><ul><li>Lib Home Page – Classes and Tours </li></ul></ul><ul><ul><li>Instruction LibGuides </li></ul></ul>HSM
  18. 18. Getting Information In! <ul><li>New Item -- Manual Creation of Reference </li></ul><ul><ul><li>Choose type of material to reference </li></ul></ul><ul><ul><li>Enter Information (type or cut and paste) </li></ul></ul><ul><li>Create New Item from Current Page </li></ul><ul><ul><li>For pages where capture doesn’t work </li></ul></ul><ul><li>Import References from a different bibliographic management application </li></ul><ul><ul><li>Need to Know Import type (RIS, BibTex, etc) </li></ul></ul>HSM
  19. 19. Zotero- Structure <ul><li>My Library & Collections – Methods to Group References </li></ul><ul><li>Getting References in (1) Capture (2) New or Create (manual) (3) Importing </li></ul><ul><li>Organize – Tags, Notes, and Duplicates </li></ul><ul><li>Format – Getting information out – Toolbar Installation </li></ul><ul><li>Options – Setup Information </li></ul>HSM
  20. 20. Live Demo! HSM
  21. 21. Format - Getting Information Out <ul><li>Bibliography – Manually created Static Bibliographies/Reading Lists (text, rich text, and html formats) </li></ul><ul><li>CWYW (Cite While You Write) Plug-In – Information & Downloads </li></ul><ul><ul><li>CWYW – Integrates with MS Word to Import Citations and Automatically Format Bibliography </li></ul></ul><ul><li>Format Paper – Manual Formatting </li></ul><ul><li>Export References – Backup/Saving </li></ul>HSM
  22. 22. Zotero and Word Processors <ul><li>Need to Install Software </li></ul><ul><li>Plug – In for Word processors @ </li></ul><ul><li>http://www.zotero.org/support/word_processor_plugin_installation </li></ul><ul><li>Be Sure to Install the one for the version you are using, 2.0 Beta or 1.0 </li></ul><ul><li>Launch Word – Tools are in Add-Ins Tab </li></ul>HSM
  23. 23. Hands-On! HSM
  24. 24. Zotero and Word Processors <ul><li>Need to Install Software </li></ul><ul><li>Plug – In for Word processors @ </li></ul><ul><li>http://www.zotero.org/support/word_processor_plugin_installation </li></ul><ul><li>Be Sure to Install the one for the version you are using, 2.0 Beta or 1.0 </li></ul><ul><li>Launch Word – Tools are in Add-Ins Tab </li></ul>HSM
  25. 25. Hands-On! HSM
  26. 26. Basic CWYW Steps <ul><li>1. Open your Word document. Place cursor where the citation needs to be inserted. </li></ul><ul><li>2. Click on the Insert Zotero Citation icon, the list of Zotero references appears </li></ul><ul><li>3. Select References – 2 Types (1) single references and (2) multiple references </li></ul>HSM
  27. 27. Basic CWYW Steps <ul><li>For Single References - click on the desired Citation, then click OK </li></ul><ul><li>For Multiple References – Click on the Multiple Sources button – use arrows to select the references, then click OK </li></ul><ul><li>4. When Finished – only when finished!!!! </li></ul><ul><li>Move Curser to End of Document and Click on the Zotero Insert Bibliography icon </li></ul>HSM
  28. 28. Help & Evaluation/Survey <ul><li>Zotero Web LibGuide http://instr.iastate.libguides.com/zotero </li></ul><ul><li>Blog -- Citation Help for ISU and Beyond http://citehelp.blogspot.com/ </li></ul><ul><li>Me </li></ul><ul><ul><li>H. Stephen McMinn </li></ul></ul><ul><ul><li>Phone: (515) 294-4789 </li></ul></ul><ul><ul><li>E-Mail: [email_address] </li></ul></ul>HSM

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