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RML Rendezvous - Zotero


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April 14, 2010 presentation by Lorena O'English

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RML Rendezvous - Zotero

  1. 1. Zotero for Medical Professionals: An Introduction Lorena O’English Washington State University Libraries [email_address] * Twitter: wsulorena RML Rendezvous , April 14 th , 2010
  2. 2. The Problem… <ul><li>Keeping track of websites, articles, gray literature, and books for scholarly (and practitioner) research can be difficult and require complex and/or multiple systems </li></ul><ul><li>Reference manager software = $-$$$ </li></ul><ul><li>Research is often collaborative – but most reference management solutions are not (or at least not very…) </li></ul><ul><li>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) </li></ul><ul><li>Value: archiving not just articles & bibliographic data, but also document meaning and significance – and making it all easily findable and accessible </li></ul>
  3. 3. What is Zotero?* <ul><li>A reference manager </li></ul><ul><li>Works with open webpages and article databases (many automatically through Zotero Site translators) and more </li></ul><ul><li>Interoperable: Can import and export citations to EndNote and other reference manager formats (via RIS standard) using multiple citation styles </li></ul><ul><li>Web-based collaboration and discovery/recommender tools </li></ul><ul><li>includes Microsoft Word 2003/7 plug-in for attaching citations (in “correct” style) to documents; also works with OpenOffice </li></ul><ul><li>Added value beyond citation: Allows tags, notes, and screenshots to be associated with articles & other resources </li></ul><ul><li>Can attach (and search) associated PDFs, and attach other items </li></ul><ul><li>From the Center for History and New Media, at George Mason University – open source </li></ul>
  4. 4.
  5. 5. Adding Items to Your Zotero Library <ul><li>A word about preferences… </li></ul>
  6. 6. Open URL and Site Translators Link Resolver (provides access to an appropriate copy for your users, if available, when it recognizes embedded COinS metadata)
  7. 7. Adding a PubMed record – Open URL-compatible w/ site translator
  8. 8. Zotero Item Record from browser-bar automatic capture (Open URL) Does not capture everything that you might want…
  9. 9. Adding from a PMID, DOI, ISBN <ul><li>11 </li></ul>
  10. 10. Zotero Item Record from DOI capture Notice this one did not capture all important data – this will have to be filled in manually ( why? )
  11. 11. Options for Adding Items to Your Zotero Library <ul><li>In a Zotero-compatible database (Open URL and has Zotero SiteTranslator) </li></ul><ul><ul><li>Look for the icon in browser URL box </li></ul></ul><ul><li>From a Zotero-compatible publisher </li></ul><ul><ul><li>Look for the icon in your browser URL box </li></ul></ul><ul><ul><li>Generally will also download fulltext article PDF if available and appropriate Zotero setting preference has been set </li></ul></ul><ul><li>From a PMID, DOI or ISBN </li></ul><ul><ul><li>Paste in the number using Add Item by Identifier </li></ul></ul><ul><li>From a database that allows you to export reference files (via EndNote/.ris format) </li></ul><ul><ul><li>Email the .RIS file to yourself then open or import it into your Z library; Does Not Always Work, so have a backup! </li></ul></ul><ul><li>From the export as .RIS option in your link resolver </li></ul><ul><ul><li>Email the .RIS file to yourself then open or import it into your Z library; Does Not Always Work so have a backup! </li></ul></ul><ul><li>Manually – email yourself all the info or write it down; add later </li></ul><ul><li>From a website (some websites have their own Zotero translators, e.g. Flickr, YouTube, The New York Times) - </li></ul>
  12. 12. Beyond the Article… <ul><li>Available item formats </li></ul>
  13. 13. Writing and Citing: Citation Styles <ul><li>Many citation styles available </li></ul>
  14. 14. Writing and Citing: Formatting <ul><li>Using Zotero in Word </li></ul>Insert citation Edit citation Insert bibliography Edit bibliography Zotero refresh Set doc preferences Remove Zotero codes
  15. 15. Added Value… <ul><li>Saving webpages </li></ul><ul><li>Webpage screenshots that can be highlighted and annotated </li></ul><ul><li>Collections, subcollections, and group collections </li></ul><ul><li>Tags and the tag selector box </li></ul><ul><li>Notes </li></ul><ul><li>Related – associate related items </li></ul><ul><li>Locate and View </li></ul><ul><li>Searching: The Database of Me </li></ul><ul><ul><li>PDF, txt, and RTF </li></ul></ul><ul><ul><li>basic and advanced </li></ul></ul><ul><ul><li>Saved searches </li></ul></ul>
  16. 16. Tags: Organize and Connect Filter by one or more tags Add or edit tags – note autosuggest for consistency; tags can be content or process
  17. 17. Notes: The Workhorse Tool <ul><li>Why did you add this article, anyway? </li></ul>
  18. 18. Search: The Database of You <ul><li>Bibliographical info, tags, and notes </li></ul><ul><li>Attached files that are PDF, txt, or RTF (!!!!) </li></ul><ul><li>If a file isn’t a PDF you can convert it then upload and attach it </li></ul><ul><li>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.) </li></ul><ul><li>Saved seaches – another way to filter </li></ul>
  19. 19. Zotero in the Cloud (2.x) <ul><li>Requires creating a Zotero account </li></ul><ul><li>Can sync your own sources between different computers (and even save documents online with freemium storage options) </li></ul><ul><ul><li>Warning: It’s all or nothing at this time… </li></ul></ul><ul><li>Can create groups and share citations with others (publicly or privately) </li></ul><ul><li>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 </li></ul><ul><ul><li>Profile and group search is pretty wretched at this time… </li></ul></ul><ul><li>Can back your resources up on the Web (NOT a substitute for other methods of backing up!) </li></ul>
  20. 20. A Zotero Profile
  21. 21. A Zotero Online Library
  22. 22. A Zotero Online Library Item Zotero site translator icon
  23. 23.
  24. 24. The Demo… <ul><li> </li></ul>
  25. 25. Further Reading… <ul><li>Thomas E. Vanhecke, “ Electronic Resources Reviews: Zotero ,” J Med Libr Assoc 96(3) July 2008 pp. 275-276 </li></ul><ul><li>Zotero Documentation </li></ul><ul><ul><li>Support </li></ul></ul><ul><ul><li>Forums </li></ul></ul><ul><li>Library Guides </li></ul><ul><ul><li>Here’s some </li></ul></ul><ul><ul><li>And another one </li></ul></ul><ul><ul><li>Migrating from EndNote to Zotero </li></ul></ul><ul><ul><li>Comparison of reference management software - Wikipedia </li></ul></ul>