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Zotero introduction 2017


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Reference management with Zotero

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Zotero introduction 2017

  1. 1. Reference management with Zotero Introduction 12017-10-19
  2. 2. Contents About Zotero Help Installation Organize your library Collect references Add references manually Edit references Tags Search your library Edit preferences Share references with others Separate bibliography Reports Word processor plugin Insert in-text citation Insert bibliography Refresh document & change reference style 22017-10-19
  3. 3. Zotero • Free (open source) reference management system • Save references locally and online • Insert references in a Word or LibreOffice document • Create bibliographies 32017-10-19
  4. 4. Who is behind Zotero? • Developed by Center for History and New Media at George Mason University. • Originally sponsored by The Andrew W. Mellon Foundation, The Alfred P. Sloan Foundation, and The Institute of Museum and Library Services. 42017-10-19
  5. 5. Help • At you can find tutorials and help to get started • This is a general introduction to Zotero with examples from Mozilla Firefox • If you use the university computers, make sure that you save your references in a place where you can access them. See slide 22 • You can add a link server from your university to Zotero. This can help you find full text articles. See slide 25 52017-10-19
  6. 6. Installation • Zotero is available for Mac, Windows and Linux • Install the latest version of your browser • Zotero will work with the following browsers: Mozilla, Safari, Chrome and Opera 62017-10-19
  7. 7. Installation You need to add the following • Zotero Standalone – the reference manager • A connector which connects your browser with Zotero • A plug-in for your word processor All of this can be found here: 2017-10-19 7
  8. 8. Start up Zotero • The three panes of Zotero will open • On the left you can organize your references in folders • In the middle you see the references of the marked folder • On the right you see information about the marked reference 82017-10-19
  9. 9. Organize your library • All references are always saved in ”My library” • You can create folders for different projects you are working on, or for different types of media. 92017-10-19
  10. 10. Create collections • New collections are created by clicking the folder icon at the top left corner: • Subfolders are created by right-clicking a folder and select New subcollection • If a collection is marked when you collect references, the references will be saved there. • And remember that all references are saved in My library 102017-10-19
  11. 11. Collections • If a collection is marked when you collect references, the references will be saved there. • And remember that all references are always saved in My library 2017-10-19 11
  12. 12. Collect references • When you search for information in databases or on the web you can import references to Zotero. • You must install the connector to be able to import one or more references 122017-10-19
  13. 13. Collect references continued • One reference – a book: • One reference – an article: • More than one reference: • And so on… 132017-10-19
  14. 14. Add references manually • Choose the type of work • Enter the information you have 142017-10-19
  15. 15. Edit references • You should always check the data of imported items • Edit the information if necessary • You can add notes and tags 152017-10-19
  16. 16. Tags • Tags are subject words describing the reference. Tags are searchable in Zotero • Some references already have tags, but you can add your own under the tab Tags in the window to the right 162017-10-19
  17. 17. Remove references • If you remove a reference from one of the folders you have created yourself, it will remain in ”My library” • If you want to remove a reference completely, start in ”My library” and right-click the reference 2017-10-19 17
  18. 18. Search your library • Search box Use it to search among the references in your Zotero library. • Advanced search Search function with more options 182017-10-19
  19. 19. Search your library cont. • To be able to search within the PDF files associated to the references, you have to install two plugins, pdftotext and pdfinfo • Choose Edit, then Preferences and finally the tab Search ( ) and install the plugins • Click Rebuild index to index your library (this will make future searches quicker) 192017-10-19
  20. 20. Edit preferences • Open Edit > Preferences • To be able to access your references from any computer, create an account under Sync • Then mark Sync automatically 202017-10-19
  21. 21. Edit preferences continued • Under the tab Cite ( ) you can see the installed reference styles. You can also get additional styles. 212017-10-19
  22. 22. Edit preferences continued • Under Advanced ( ) you should choose where you want Zotero to save the references • N.B.! When using campus computers, make sure that you save the files where you can access them later and not on the computer 222017-10-19
  23. 23. Edit preferences continued • Under General ( ) you should make sure that the automatic attachment of pdf-files is not marked. Instead you can download the files separately. 232017-10-19
  24. 24. Edit preferences continued • Under Advanced you can set your link server* • Enter the address in the box Resolver • You can get the address to the link server from your library *A link server helps you find the full text version of documents 242017-10-19
  25. 25. Groups – share references with others • Groups can be useful in project work and in other situations where you need to see and use each others references. • New groups are created at, login with your account • If you add copyrighted material, make sure that your group is marked Private 252017-10-19
  26. 26. Create a separate bibliography • If you want to create a bibliography from some of your references, you can use the function Create bibliography from selected references • Mark the references, right click and create your bibliography. 262017-10-19
  27. 27. Reports • When you want to scan through a big number of articles (e.g. systematic review) – you can generate a report • Mark the references you want to include (works best with articles) and right click to get the menu. Choose Generate report from selected items 272017-10-19
  28. 28. Word processor plugins • With a plug-in, you can insert references directly in a Word or LibreOffice document • Find the plug-in at • In Word, click Zotero to open the Zotero toolbar • Both in-text citations and bibliography can be inserted 282017-10-19
  29. 29. Insert in-text citation • Place the marker where you want the reference and then click Add/Edit citation • In the box that appears, you search for the reference you want to insert (the first time you also select reference style) 292017-10-19
  30. 30. Insert bibliography • Place the marker where you want the bibliography (e.g. after your text) and then click Add/Edit Bibliography • You only need to do this once – if you insert more references in your text, they are automatically added to the bibliography 302017-10-19
  31. 31. Refresh document & change reference style • The tool Refresh arranges your references again if, for example, you have moved sections of text with references within your document • Via Document Preferences you can change reference style 312017-10-19
  32. 32. • Many more functions are available, visit to find out more about how you can use Zotero! 322017-10-19
  33. 33. An introduction to Zotero made by the Library at BTH for the E-mail: 332017-10-19