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Managing Your Literature Search Using Zotero

Managing Your Literature Search Using Zotero. Outline. Overview of Zotero Set up Online Sync Save citations Use Zotero with Microsoft Word Review. What is Zotero?. A citation management tool that facilitates collecting and organizing references from databases, websites, catalogs, etc. .

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Managing Your Literature Search Using Zotero

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  1. Managing Your Literature Search UsingZotero

  2. Outline • Overview of Zotero • Set up Online Sync • Save citations • Use Zotero with Microsoft Word • Review

  3. What is Zotero? • A citation management tool that facilitates collecting and organizing references from databases, websites, catalogs, etc.

  4. Do you use a citation management tool? Which do you use: • EndNote • Mendeley • Papers • RefWorks • Zotero • Something else

  5. Are you a Mac or a PC? Mac PC

  6. Have you begun your lit review?

  7. Zotero Overview Add-on • Runs in Firefox • Compatible with Firefox only

  8. Zotero Overview Standalone • Runs as a separate application • Compatible with Firefox, Chrome & Safari

  9. Zotero Overview Online Sync

  10. Zotero Overview Translator • Detects, interprets & imports data from a specific website

  11. Zotero Overview Capture icon • Click to save citations to Zotero • Appears in the address bar of your browser • Indicates that a translator exists for the page

  12. Review • Add-on • Standalone • Online sync • Translator • Capture icon

  13. Install Zotero • Go to Zotero.org • Click Download Now • Under Zotero Standalone, click Zotero 4.0 [for Windows or Mac] • Click preferred browser extension to install

  14. Set Up Account • Go to Zotero.org • Click to register (upper right) • Create an account • Verify account

  15. Set Up Online Sync • Launch Zotero Standalone • Go to Actions > Preferences > Sync and enter your account information

  16. Set Up PDF Indexing • Go to Actions > Preferences > Search • Click Check for Installer

  17. Save Citations From PubMed

  18. Save Citations Multiple pages from PubMed • Select “Send to” • Select “File” • Under Format, select “XML” • Click “Create File” button • In Zotero, Import file

  19. Save Citations From websites with Zotero translators: • Google Scholar • New York Times • CDC.gov • YouTube • Others?

  20. Save Citations From websites without Zotero translators: • Factiva • Congressional Budget Office • UChicago News Site • Others?

  21. Drag & Drop PDFs

  22. Review • Drag & drop • Location bar / URL bar • Online sync • PDF indexing • Right-click save snapshot

  23. Use Zotero with Word Word for Windows: • View the Add-ins ribbon

  24. Use Zotero with Word Word for Mac: • Click the scripts icon to view the Zotero menu

  25. Use Zotero with Word Word for Mac: • Display the Zotero toolbar

  26. Use Zotero with Word • Import additional citation styles • Set citation style • Add citations: in-text or footnotes • Add multiple citations • Edit citations - add page numbers • Update citations and refresh the document • Insert bibliography

  27. Review • Add-ins ribbon • Document preferences • Refresh • Scripts icon • Word processor plugin / add-in • Zotero toolbar

  28. Learn More & Get Help • Zotero Guide: guides.lib.uchicago.edu/zotero • Email your questions or schedule a consultation • Zotero.org • Quick Start Guide • Screencast tutorials • Discussion forums

  29. Do More with Zotero • Add by Identifier – save citations by DOI, ISBN, etc. • Duplicates – find & reconcile duplicate citations • Folders – organize your library • Groups – share citations with collaborators • Notes – take research notes in Zotero • Proxies – configure automatic proxy access

  30. Questions?Thank you!

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