Introduction to Zotero (1-4) Advanced Course (5-7)

1. Zotero Sessions 1.Introduction to ZOTERO: managing documentation in the digital eraSerge Noiret(History Information Specialist, EUI Library) Twitter @sergenoiretInformation Literacy & ResearchSkills Sessions Wednesday February 20, 2019, 1.30-3.30 p.m.Sala Capitolo, Badia Fiesolana Introduction to ZOTERO

2. Introduction to Zotero (1-4) Advanced Course (5-7) Today: Introduction to Zotero 1: WhatisZotero? 2: InstallingZotero 3: ZoteroSyncing 4: GettingStuffintoZotero 5: ZoteroBib Advanced Zotero Course 6 March 2019 6: OrganizingKnowledge 7: BibliographicalRecords 8: ZoteroAPPs 9: Questions & Answers Introduction to ZOTERO

3. Chapter 1WhatisZotero? [zoh-TAIR-oh] Introduction to ZOTERO

4. Zoterowon the best Computer Instructional Software Awardalready in 2007 and 2008 ! Zotero is an easy-to-use yet powerful research tool that helps you gather, organize, and analyze sources (citations, full texts, web pages, images, and other objects), and lets you share the results of your research in a variety of ways Introduction to ZOTERO

5. Zotero v.5.0.56 (October 2018) http://www.zotero.org/ • Starting July 2017, Zotero became only a standalone software • Zotero5is coupled with the browsers Safari, Google Chrome, Opera & Mozilla/Firefox. • Zotero 5 is available for MacOS, Windows, and Linux 32 & 64 bits • Zoteroisavailable in manylanguages • Zoterois Open Source and serves a worldwideuser’scommunity and isfreelyavailablethroughan Educational Community License Introduction to ZOTERO

6. Documentation • ZoteroDocumentation and quick start guide • Zotero5 availablevideo tutorials • Zotero’sForums • Zotero’sFAQ • Zotero blog • Getting Involved with Zotero • Follow Zotero on Twitter • Find Zotero on Facebook • In Instagram #zotero Zoteroat the EUI: • Blog blogs.eui.eu/zotero/ • Zotero EUI Library Info Page Introduction to ZOTERO

7. What you can do with Zotero? • Browser extensions for Chrome, Firefox, and Safari to help you save items with one click • Automatic downloading of PDFs and webpage snapshots, • Word processor plugins to help you quickly insert citations and automatically generate a bibliography from the citations in your document, with support for subsequent citations, given name disambiguation, ordered numeric styles, and other advanced features; • Organization and tagging; • Note-taking; • Advanced sorting and searching; • Group libraries for easy collaboration and sharing; • Automatic syncing across your devices; • Web access to your data, notes, and files;

8. Chapter2InstallingZotero 20/02/2019 8 Introduction to ZOTERO

9. How to install Zotero 5.0 ? 1) First of all, download the installation file of Zoterofor your operating system here. 2) Then, double click on the installation file and follow the wizard installation procedure. 3) Once you have installed Zotero, go to Zotero>Preferences>Sync. 4) Insert an account name and password you created earlier 5) Close the Preferences window and go back to Zotero. 6) After some seconds, Zotero will be synced with the cloud and you will be able to start to work with it 7) Do verify where you want Zotero to be installed on you computer! Introduction to ZOTERO

10. InstallingZotero & browser extensions for Chrome, Safari, Firefox & Opera Introduction to ZOTERO

11. ZoteroBrowser’sConnectors Introduction to ZOTERO

12. Copying and Pasting the EUI Library Link Resolver for accessingcontentsat the EUI Introduction to ZOTERO

13. Chapter3: ZoteroSyncing& EUI-RRCHNM agreement Introduction to ZOTERO

14. EUI membershaveunlimitedinstitutionalstorage in the cloud! RRCHNM – Fairfax, Virginia, USA – https://rrchnm.org/ Access to the Zotero Institutional Storage from the EUI is restricted to current members of the EUI (Faculty, Fellows, Researchers and Staff [*]), for the purposes of research, teaching, and private study. Please Note: once your affilitation to the EUI ceases, your Zotero storage quota will revert to the free 300 MB plan without prior notice. No data will be lost but in case you exceed 300 MB you will be prompted by Zotero to purchase a storage plan accordingly (check the FAQ for further details). Introduction to ZOTERO

15. Register for a Zotero EUI institutional account • First step in setting up Zotero Institutional Storage is to register a personal Zotero Account athttps://www.zotero.org/user/register/ • Fill in the online form making sure you use your EUI email address in the Email field. As username you can use any meaningful name (i.e. your EUI username) • Shortly you will receive an email (sender Zotero do_not_reply@zotero.org, subject Welcome to Zotero) containing a validation link to be used to activate your newly created account. • As EUI user you now have unlimited space in the cloud at GMU and you can sync your library within all your devices, create and/or participate in groups, or post to the support forums, etc.. Introduction to ZOTERO

16. Register to the ZoteroSyncing Server • You have to successfully validate your account in Zotero Preferences Settings SYNC because Zotero supports online syncing • Entering username and password you will be allowed to access your Zotero library from all your devices Introduction to ZOTERO

17. File Syncing in Zotero: no limitat EUI • Data syncing syncs library items, but doesn't sync attached files (PDFs, audio and video files, images, etc.). To sync these files, you can set up file syncing to accompany data syncing, using either Zotero File Storage or WebDAV. • ZoteroFile Storage is the recommended file sync option including syncing of files in group libraries, web-based access to PDFs and other attachments, easier setup, guaranteed compatibility, and improved upload performance for certain files. Each Zotero user is given unlimited syncing space at the EUI for attached Introduction to ZOTERO

18. Zotero People & ZoteroEUI Community • Create your own Zotero profile to access the EUI-RRCHNM storage agreement and help other researchers discover you and your work. • Discoverresearchers working on similar projects. • Browse through other researchers’ CVs and shared libraries. Introduction to ZOTERO

19. Chapter4GettingStuffIntoZotero 20/02/2019 19 Introduction to ZOTERO

20. Zotero 3 Pinsworking area Click on the image to follow the Video Tutorial: Geting Stuff Into Zotero Introduction to ZOTERO

21. GettingStuffIntoZotero 1. Look at the Location Bar Icons: when you visit library websites, journal databases, blogs, and many other Zotero enabled sites you can click the icons that appear in the location bar to grab citation information and full contents of files. 2. Create New Item from Current Web Page button 3. Adding PDFs and Retrieving Metadata’s 4. Looking ad Items by Unique Identifier, ISBN, DOI, etc. 5. Manually Adding Items 6. Importing Records from Other Reference Tools like EndNote, Citavi, Refworks, Mendeley, etc., using compatible import formats like BibTeX, RIS, Refer/BibIX, Unqualified Dublin Core RDF, etc.. Introduction to ZOTERO

22. Capturingthe web with Zotero • The web isnotstable by definition: zoterocapturestodaywhatyouwillneed to viewtomorrow. • Zoterocreates new primarysourcesdirectly from web pages and sitesviewed in your browser. • Web sourcesneed to be contextualized with zoterotags, notes, meta-data’s and folders. • Using the web asa «primary source database» obliges to find web sitesnotanymoreavailable online and previousversions of websites. Zoterokeepsasmanyversionsyouneed inside your folders. • Zoterooffers a correct way to cite and re-use captured web contents Introduction to ZOTERO

23. EUI www.iue.it website historicalversions: from archive.org to Zotero Introduction to ZOTERO

24. Search my Zotero Library (& save advanced recurrent search) Introduction to ZOTERO

25. Managing my Zotero data library • Info: formats of data • Notes + Tags and subject keywords • Related items – you can link a document to others in your Library • In which folder are my data/documents? Select a document in Introduction to ZOTERO

26. Downloading or Adding PDF documents Introduction to ZOTERO

27. Useful Suggestions • Create library folders according to your thesis chapters, paragraphs etc. ? • Create folders linked to paragraphs in essays, because of a lesson, a blog post, etc.. • Whenever your drag and drop a file from a folder to another one you do a copy-paste • Clean duplicates eventually or create duplicates because needed in another chapter • Holding ALT in MAC or CTRL in Zotero you will know where is a document in your Library • Insert ALL your PDF within your Zotero Library • Remember that you will keep an unlimited space in Fairfax RRCHNM only thanks to your @eui.eu email Introduction to ZOTERO

28. Chapter5ZoteroBibhttps://zbib.org/ Instant bibliographies without creating a Zotero account Introduction to ZOTERO

29. Need to create a quick bibliography? Try ZoteroBib ZoteroBib helps you build a bibliography instantly from any computer or device, without creating an account or installing any software. …. And the bibliography stays in the browser If you need to reuse sources across multiple projects or build a shared research library, we recommend using Zotero instead. (Zoterobib is available for Mac, Windows, & Linux) Introduction to ZOTERO

30. My ZoteroBibBibliography ready to be exported Introduction to ZOTERO

31. Should I use ZoteroBib or Zotero ? See FAQ • If you need to create a one-off bibliography for a paper, ZoteroBib is the quickest and easiest way to do it. • If you’re working on a longer-term project, want to build up a research library to use across multiple projects, or need to collaborate with others, Zotero offers many more features • ZoteroBib supports over 9,000 CSL styles, including popular styles such as APA, MLA, and Chicago/Turabian. These are the same styles used in Zotero. Citations are generated by the same sophisticated citation engine used in Zotero. • Your bibliography is stored in your browser’s local storage by default. You can close the page and return to it later, and your bibliography will still be there — no need to worry about saving your data or logging in. • Bibliographies are stored in your local browser storage until you delete them or clear your browser’s cache.