Zotero Competencies Workshop


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Slides for a workshop that I did with Zotero that organizes Zotero functions into three areas of competency.

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Zotero Competencies Workshop

  1. 1. + Collecting, Managing, and Sharing Information and its Sources with Zotero John Pell Assistant Professor Hunter College Libraries
  2. 2. + Resources for this Workshop:  http://libguides.library.hunter.cuny.edu/zotero
  3. 3. + 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.
  4. 4. + The Big (Information Literacy) Picture Why teach or learn about things like Zotero?
  5. 5. + Information Literacy Zotero is just one example of a family of software for citation management. Using technologies like Zotero to extract, record, and mange information and its sources is an ACRL Information Literacy Performance Indicator.  “Information Literacy Competency Standards for Higher Education”, n.d. http://www.ala.org/acrl/standards/informationliteracycompetency.
  6. 6. + What’s Special About Zotero?  It is open source.  Its functionality is largely tied to a browser plug-in.  It offers social networking tools.
  7. 7. + Citation Management Competencies Facilitated by Zotero:  Collecting and Organizing Metadata  Exporting and Formatting References  Sharing and Collaborating Online
  8. 8. + 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
  9. 9. + Downloading Metadata for PDFs
  10. 10. + Downloading Metadata for PDFs You can add PDFs to your Zotero library and have Zotero retrieve the metadata.
  11. 11. + Downloading Metadata for PDFs Once you have the files in your library, select them, right click, and chose, “Retrieve Metadata for PDFs.”
  12. 12. + 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.
  13. 13. + Scraping Metadata from a Website
  14. 14. + 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.
  15. 15. + 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.
  16. 16. + 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”
  17. 17. + Importing Metadata From a Text File
  18. 18. + 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.
  19. 19. + Importing Metadata from a File To import the file, select “Import” from the action menu.
  20. 20. + 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
  21. 21. + Retrieving Metadata with an Identifier
  22. 22. + 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.
  23. 23. + Zotero Competencies:  Collecting and Organizing Metadata  Exporting and Formatting References  Sharing and Collaborating Online
  24. 24. + Exporting and Formatting References  Quick Copy and Paste a Bibliography  Export a Bibliography in HTML or RTF  Using the Word Plug-in
  25. 25. + Quick Copy and Paste a Bibliography
  26. 26. + 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.)
  27. 27. + Export a Bibliography in HTML or RTF
  28. 28. + Export a Bibliography in HTML or RTFRight-click the selected items and click “Create Bibliography…” tocreate a new file with a formatted bibliography.
  29. 29. + Using the Word Plug-in
  30. 30. + Using the Word Plug-in You can download and install a plugin that integrates Zotero with Microsoft WordFor Windows: http://download.zotero.org/integration/Zotero-WinWord-Plugin-3.1.5.xpiFor Mac: http://download.zotero.org/integration/Zotero-MacWord-Plugin-3.1.10.xpi
  31. 31. + 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.)
  32. 32. + 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.
  33. 33. + Zotero Competencies:  Collecting and Organizing Metadata  Exporting and Formatting References  Sharing and Collaborating Online
  34. 34. + Sharing and Collaborating Online  Creating a Public Profile and CV  Creating and Joining Groups  Sharing your Notes
  35. 35. + Creating a Public Profile and CV
  36. 36. + 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.
  37. 37. + Creating and Joining Groups
  38. 38. + Creating and Joining Groups Zotero hosts thousands of Groups where members can share articles and ideas.
  39. 39. + 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.)
  40. 40. + 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.