Citation Managment Case Study: Zotero


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I tweaked my Zotero presentation to include more general discussion on citation management and metadata. This presentation was tailored for a group of doctoral students in the school of social work.

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Citation Managment Case Study: Zotero

  1. 1. + Collecting, Managing, and Sharing Information and its Sources with Citation Managers John Pell Assistant Professor Hunter College Libraries
  2. 2. + Scholarship in the Digital Age:  The Internet made a lot of things very simple. Bibliographies arent among them. J. Kronholz Kronholz J. Bibliography mess: the Internet wreaks havoc with the form: how do you cite a Web page? thats a matter of debate; arguing over a period. Wall Street Journal. May 2, 2002:A1, A6. As cited in: Iverson C, Christiansen S, Flanagin A, et al. AMA Manual of Style: A Guide for Authors and Editors. 10th ed. New York, NY: Oxford University Press; 2007.
  3. 3. + The Big (Information Literacy) Picture Why teach or learn about things like citation management?
  4. 4. + Information Literacy Using technologies to extract, record, and manage information and its sources is an ACRL Information Literacy Performance Indicator.  “Information Literacy Competency Standards for Higher Education”, n.d.
  5. 5. + Citation Management Competencies:  Collecting and Organizing Metadata for Citations  Insertingand Formatting References According to the Style Guides of Academic Publications  Sharing and Collaborating Online
  6. 6. + Metadata?  Often explained as, “data about data” although there are people that bicker about this definition.  For our purposes, you may think of it as an abstraction of useful descriptive content taken from the source of that content.  Some examples of possible metadata elements:  Author  Date of Publication  Title of Document  Subject Terms
  7. 7. + A View of Metadata You Are Probably Already Familiar With: The problem with this type of presentation of metadata is that it does not meet the needs of scholarly communication. That is one of the problems citation managers are meant to solve.
  8. 8. + A View of Metadata Through A Citation Manager: The citation manager Provides a view of metadata tailored to theneeds of scholarly researchers and writers.
  9. 9. + Citation Managers at Hunter Overview of Four Citation Managers Supported by Hunter College Libraries: Zotero, Mendeley, RefWorks, Endnote
  10. 10. + Overview:  Open source.  Functionality largely tied to a browser plug-in.  Offers social networking tools.  Word Processor integration with Open Office and Word.
  11. 11. + Overview:  Academic Social Networking Plus Readership Analytics  Desktop Tools for organizing, annotating, and sharing annotations on PDFs  Supports Zotero integration  Word Processor integration with Open Office and Word.
  12. 12. + Overview:  No Desktop Client or Browser Plugin Required  Only Supports Word Integration  Subscription Service
  13. 13. + Overview:  PDF Management with Desktop Client  Provides a tool for batch retrieval of PDFs that uses the URL associated with a citation  Subscription Service
  14. 14. + Case Study: Zotero A close look at how Zotero implements citation management, from the user’s perspective.
  15. 15. + Collecting and Exporting Metadata  Downloading Metadata for PDFs  Scraping metadata from websites  Importing Metadata from a text file  Retrieving Metadata with an Identifier such as an ISBN, DOI, or PMID
  16. 16. + Downloading Metadata for PDFs
  17. 17. + Downloading Metadata for PDFs You can add PDFs to your Zotero library and have Zotero retrieve the metadata.
  18. 18. + Downloading Metadata for PDFs Once you have the files in your library, select them, right click, and chose, “Retrieve Metadata for PDFs.”
  19. 19. + Downloading Metadata for PDFsZotero will attempt to retrieve metadata for your files from Google Scholar using thearticle’s DOI. (note that the file must have OCRed text.) Once the data is retrieved, the PDF will be associated with the article’s author, title, etc. in your Zotero library.
  20. 20. + Scraping Metadata from a Website
  21. 21. + Scraping Metadata from a Website As a plug-in for Firefox, you can view your Zotero library as a section of your browser window by clicking this icon.
  22. 22. + Scraping Metadata from a WebsiteWhen Zotero recognizes data that it can capture, you canclick this icon to save a record of the data. With web pages, the record will include a snapshot of the page.
  23. 23. + Scraping Metadata from a Website Zotero also works with manyweb-based databases (Web of Science shown here.) You can attach files to your records in order to keep articles handy- right click the record and select “Add Attachment”
  24. 24. + Importing Metadata From a Text File
  25. 25. + Importing Metadata From a Text File If you have a text file of citation data (from RefWorks, for example) You can import that into Zotero.
  26. 26. + Importing Metadata from a File To import the file, select “Import” from the action menu.
  27. 27. + Importing Metadata from a File  Importing works for the following file types and can be quite useful for transferring citation data from other software platforms such as RefWorks, EndNote, and Mendelay  Zotero RDF  MODS (Metadata Object Description Schema)  BibTeX  RIS  Refer/BibIX  Unqualified Dublin Core RDF
  28. 28. + Retrieving Metadata with an Identifier
  29. 29. + Retrieving Metadata with an Identifier It is possible to retrieve metadata using an identifier such as anISBN, DOI, or PMID. This feature is very useful when you want to cite books.
  30. 30. + Zotero Competencies:  Collecting and Organizing Metadata  Exporting and Formatting References  Sharing and Collaborating Online
  31. 31. + Exporting and Formatting References  Quick Copy and Paste a Bibliography  Export a Bibliography in HTML or RTF  Using the Word Plug-in
  32. 32. + Quick Copy and Paste a Bibliography
  33. 33. + Quick Copy and Paste a Bibliography It is possible to quickly create a bibliography by selecting items from the Zotero library and hittingcontrol + shift + c and then pasting into a Word document or text file. (The output style for the copy and paste bibliography can be set in the Zotero preferences menu.)
  34. 34. + Export a Bibliography in HTML or RTF
  35. 35. + Export a Bibliography in HTML or RTFRight-click the selected items and click “Create Bibliography…” tocreate a new file with a formatted bibliography.
  36. 36. + Using the Word Plug-in
  37. 37. + Using the Word Plug-in You can download and install a plugin that integrates Zotero with Microsoft WordFor Windows: Mac:
  38. 38. + Using the Word Plug-in Once the plug-in is installed. You can access Zotero options from the Add-Ins tab in Word for Windows. Mouse over the icons for a text tip. (Zotero options will appear in the scripts menu in Word for Mac.)
  39. 39. + Using the Word Plug-in To insert an in-text citation, click the “insert citation” option and then select the record that you want to cite.
  40. 40. + Zotero Competencies:  Collecting and Organizing Metadata  Exporting and Formatting References  Sharing and Collaborating Online
  41. 41. + Sharing and Collaborating Online  Creating a Public Profile and CV  Creating and Joining Groups  Sharing your Notes
  42. 42. + Creating a Public Profile and CV
  43. 43. + Creating a Public Profile and CV You can create a public profile to share your research interests; you can even share your CV! Through your public library, you can share reading lists, and your thoughts about what you are reading.
  44. 44. + Creating and Joining Groups
  45. 45. + Creating and Joining Groups Zotero hosts thousands of Groups where members can share articles and ideas.
  46. 46. + Types of Groups  Private  Completely hidden from group searches. They are not shown on members’ public profile pages and will not appear in search engine results.  Public, Closed Membership  Anyone can view the group page, but the only way to join the group is by invitation or by requesting an invitation.  Public, Open Membership  The group page is public, and anyone who wants to can join instantly (File sharing is disabled.)
  47. 47. + Trouble Shooting and Keeping Up The Zotero site contains a great deal of help documentation and if you do not find what you need, there are discussion forums where you can seek support for unique problems.