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Reference management with ZoteroIntroduction

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Contents About ZoteroHelpInstallationOrganize your libraryCollect referencesAdd references manuallyEdit referencesTagsSearch your libraryToolbar

SettingsShare references with othersSeparate bibliographyReportsWordprocessor pluginInsert in-text citationInsert bibliographyRefresh document & change reference style

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Zotero

• Free (open source) reference management system

• An extension to the web browser Mozilla Firefox – or standalone version

• Save references locally and online• Insert references in a Word or Openoffice

document• Create bibliographies

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Who is behind Zotero?

• Developed by Center for History and New Media at George Mason University.

• Sponsored by The Andrew W. Mellon Foundation, The Alfred P. Sloan Foundation, and The Institute of Museum and Library Services.

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Help

• At zotero.org you 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 23

• You can add a link server from your university to Zotero. This can help you find full text articles. See slide 25

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Installation

Mozilla Firefox• Install the latest version

www.mozilla.org• Install Zotero

https://www.zotero.org/download/

• Restart the browser

Other browsers• Install Zotero

Standalone• https

://www.zotero.org/download/

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Start up Zotero

• In Firefox, click the icon in the upper right corner to open the Zotero control panel.

(Zotero Standalone is launched like any other program.)

• The three panes of Zotero will open• The open control panel looks like this:

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Organize your library

• The left panel in Zotero contains a tree structure with folders where your references are saved.

• You can create folders for different projects you are working on, or for different types of media.

• N.B. All references are always saved in ”My library”

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Create collections

• New collections are created by clicking the folder icon at the top left corner:

• Subfolders are created by rightclicking 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

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Collect references 1

• If there are references which Zotero can gather at a website, you see a symbol in the address field in Mozilla Firefox.

• Several references on the same page:

• Click to select which should be harvested:

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Collect references 2

• One reference – a book:

• One reference – an article:

• One reference – a conference article:

• And so on…

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Add references manually

• You can add references manually. 1. Choose the type of work2. Enter the information you have

1. 2.

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Get an overview of the references

• Mark a collection and the content will be shown in the middle panel of Zotero:

• Mark a reference and it will show in the right panel of Zotero

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Edit references

• You should always check the data of imported items

• Edit the information if necessary

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Remove references

• To remove a reference, right-click and choose if you want to Remove item from collection or remove it completely, Move item to trash

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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

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Search your library

• Search box Used to search among the references in your

Zotero library. • Advanced search Search function with more options

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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 Actions, then Preferences and finally the tab Search ( ) and install the plugins

• Click Rebuild index to index your library (this will make future seaches quicker)

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The toolbar

• On the toolbar there are a number of useful tools:

• New item ( ) – creates a blank reference which you fill out yourself.

• Create new item from current page ( ) – creates a new reference from the web page you’re currently on. Useful if you want to refer to a web site.

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The toolbar cont.

• Add item by identifier ( ) – Enter ISBN, DOI or PMID to find the document directly.

• New note ( ) – Add a note to the selected reference.

• New child attachment ( ) – Associate a file or link to the selected reference.

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Some important settings 1

• Click the Actions – icon.

• Choose Preferences in the menu• You should now see this menu:

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Settings 2

• To be able to access your references from any device, create an account under Sync ( )

• Then check the box Sync automatically

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Settings 3

• Under the tab Cite ( ) you can see the installed reference styles. You can also get additional styles.

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Settings 4

• Under Advanced ( ) you should choose where you want Zotero to save the files

• N.B.! When using campus computers, make sure that you save the files where you can access them later and not on the computer

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Settings 5

• Under General ( ) you should make sure that the automatic attachment of pdf-files is not marked. Instead you can download the files separately.

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Settings 6

• A link server helps you find the full text version of documents

• You can get the address to the link server from your library.

• Under Advanced you can set if you want to use a link server, in the box OpenURL

• Enter the address in the box Resolver

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Groups• Groups can be useful in project work and other situations

where you need to see and use each others references. • New groups are created using the icon at the top left

corner.

• The icon links to zotero.org where you login with your account. Then you select which properties the group should have and who should be members.

• If you add copyrighted material, make sure that your group is marked Private

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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.

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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

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Word processor plugins

• With a plug-in, you can insert references directly in a Word, LibreOffice or OpenOffice document

• In Word, click Zotero to open the Zotero toolbar

• Both in-text citations and bibliography can be inserted

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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)

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Insert bibliography

• Place the marker where you want the bibliography (e.g. after your text) and then click Insert Bibliography

• You only need to do this once – if you insert more references they automatically go into the bibliography

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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

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zotero.org

• Many more functions are available, visit http://www.zotero.org/ to find out more about how you can use Zotero!

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An introduction to Zotero made by the Library at BTH for the Writingguide.se

E-mail: redaktionen@skrivguiden.se