RML Rendezvous - Zotero

Zotero for Medical Professionals: An Introduction Lorena O’English Washington State University Libraries [email_address] * Twitter: wsulorena RML Rendezvous , April 14 th , 2010 http://www.zotero.org/blog/introducing-zoterosquare/

The Problem…
Keeping track of websites, articles, gray literature, and books for scholarly (and practitioner) research can be difficult and require complex and/or multiple systems
Reference manager software = $-$$$
Research is often collaborative – but most reference management solutions are not (or at least not very…)
Value: building up a library of references and papers to have on hand for use (including after degree(s) earned and library access no longer guaranteed)
Value: archiving not just articles & bibliographic data, but also document meaning and significance – and making it all easily findable and accessible

What is Zotero?*
A reference manager
Works with open webpages and article databases (many automatically through Zotero Site translators) and more
Interoperable: Can import and export citations to EndNote and other reference manager formats (via RIS standard) using multiple citation styles
Web-based collaboration and discovery/recommender tools
includes Microsoft Word 2003/7 plug-in for attaching citations (in “correct” style) to documents; also works with OpenOffice
Added value beyond citation: Allows tags, notes, and screenshots to be associated with articles & other resources
Can attach (and search) associated PDFs, and attach other items
From the Center for History and New Media, at George Mason University – open source

http://www.zotero.org www.zotero.org

Adding Items to Your Zotero Library
A word about preferences…

Open URL and Site Translators Link Resolver (provides access to an appropriate copy for your users, if available, when it recognizes embedded COinS metadata)

Adding a PubMed record – Open URL-compatible w/ site translator

Zotero Item Record from browser-bar automatic capture (Open URL) Does not capture everything that you might want…

Adding from a PMID, DOI, ISBN
11

Zotero Item Record from DOI capture Notice this one did not capture all important data – this will have to be filled in manually ( why? )

Options for Adding Items to Your Zotero Library
In a Zotero-compatible database (Open URL and has Zotero SiteTranslator)
Look for the icon in browser URL box
From a Zotero-compatible publisher
Look for the icon in your browser URL box
Generally will also download fulltext article PDF if available and appropriate Zotero setting preference has been set
From a PMID, DOI or ISBN
Paste in the number using Add Item by Identifier
From a database that allows you to export reference files (via EndNote/.ris format)
Email the .RIS file to yourself then open or import it into your Z library; Does Not Always Work, so have a backup!
From the export as .RIS option in your link resolver
Email the .RIS file to yourself then open or import it into your Z library; Does Not Always Work so have a backup!
Manually – email yourself all the info or write it down; add later
From a website (some websites have their own Zotero translators, e.g. Flickr, YouTube, The New York Times) -

Beyond the Article…
Available item formats

Writing and Citing: Citation Styles
Many citation styles available

Writing and Citing: Formatting
Using Zotero in Word
Insert citation Edit citation Insert bibliography Edit bibliography Zotero refresh Set doc preferences Remove Zotero codes

Added Value…
Saving webpages
Webpage screenshots that can be highlighted and annotated
Collections, subcollections, and group collections
Tags and the tag selector box
Notes
Related – associate related items
Locate and View
Searching: The Database of Me
PDF, txt, and RTF
basic and advanced
Saved searches

Tags: Organize and Connect Filter by one or more tags Add or edit tags – note autosuggest for consistency; tags can be content or process

Notes: The Workhorse Tool
Why did you add this article, anyway?

Search: The Database of You
Bibliographical info, tags, and notes
Attached files that are PDF, txt, or RTF (!!!!)
If a file isn’t a PDF you can convert it then upload and attach it
If you scan a document it will be an image file – you can attach it to a Zotero item record and then view it, read it, or print it in your Zotero library, but you can’t search inside its contents – you’ll need to convert it to PDF (Adobe Acrobat Professional, etc.)
Saved seaches – another way to filter

Zotero in the Cloud (2.x)
Requires creating a Zotero account
Can sync your own sources between different computers (and even save documents online with freemium storage options)
Warning: It’s all or nothing at this time…
Can create groups and share citations with others (publicly or privately)
Can find and follow others with similar interests and use their public Zotero libraries as databases to find good resources – and add them to your library
Profile and group search is pretty wretched at this time…
Can back your resources up on the Web (NOT a substitute for other methods of backing up!)

A Zotero Profile

A Zotero Online Library

A Zotero Online Library Item Zotero site translator icon

http://www.zotero.org/loenglish

The Demo…
http:www.zotero.org

Further Reading…
Thomas E. Vanhecke, “ Electronic Resources Reviews: Zotero ,” J Med Libr Assoc 96(3) July 2008 pp. 275-276
Zotero Documentation
Support
Forums
Library Guides
Here’s some
And another one
Migrating from EndNote to Zotero
Comparison of reference management software - Wikipedia

RML Rendezvous - Zotero

by National Network of Libraries of Medicine, Pacific Northwest Region on Apr 23, 2010

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