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Zotero Workshop

Zotero Workshop. Zotero [ zoh -TAIR-oh] is a free, easy-to-use Firefox extension to help you collect, manage, and cite your research sources . No more excuses! Please watch this PowerPoint as as a full screen presentation. Open the Zotero Interface in Firefox.

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Zotero Workshop

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  1. Zotero Workshop Zotero [zoh-TAIR-oh] is a free, easy-to-useFirefox extension to help you collect, manage, and citeyour research sources. No more excuses! Please watch this PowerPoint as as a full screen presentation.

  2. Open the Zotero Interface in Firefox If you installed correctly, just click here on Zotero to see the interface. Click on it again to minimize it.

  3. How to Spot Citation Information to Download – Via URL • Recognize URL Icons: Zotero will try to recognize the item in your current page. Newspaper Icon

  4. How to Spot Citation Information to Download – Via URL • Recognize URL Icons: Zotero will try to recognize the item in your current page. Click on any of these icons to download the citation information. • Book Icon • For book information. • Newspaper Icon • For newspaper articles such as the New York Times. • Article Icon • This is for journal articles—you can see this in PROQUEST, ABI Inform. • Folder Icon • This will show up when you have multiple items on your screen. Click and choose the items you want to save.

  5. How to Spot Citation Information to Download – Via Export • Some databases have no URL icon, but will have an “Export Citation”. • Zotero also accepts the export type for ENDNOTE.

  6. Try It Out! • Find a book and download the bibliographical information at Amazon (make sure it’s not the Kindle edition): • www.amazon.com • Find an article and download the bibliographical information at JSTOR. • http://library.uwest.edu/IntPaProxyJ.asp • Search in Worldcat and download the bibliographical information for several items from worldcat all at once. • http://www.worldcat.org/ • Find a book (not an ejournal, link, etc) and download the bibliographical information for a book at the UWest library. Search for the book, and then it would be under Worldcat Resources : Endnote at the top right corner. • http://lib.uwest.edu/

  7. How to Enter Data Manually • I want to cite webpage I am looking at right now! Click and done!

  8. How to Enter Data Manually • I want to cite webpage I am looking at right now AND add a NOTE to it at the same time. 2. Right click on your selection and select Zotero Create Zotero Item and Note from Selection. 1. Highlight the words you want to note.

  9. How to Enter Data Manually You end up with : (1*) The citation information for the website. (2) A note attached to it. (3*) A snapshot of the webpage to use offline which you can later put stickie notes and highlight. * These are also automatically added if you click to add the website (see slide 7)

  10. How to Enter Data Manually • Magic Wand • Will add via ISBN, PubMed ID and DOI:

  11. How to Enter Data Manually – For All Types of Items 2. What type of resource is it? 3. Fill in the necessary fields for citing. 1. Manual add

  12. How to Clean Up Data 1) Double click inside any field to clean up /correct / edit the text. 2) You can right-click on the title text to get TRANSFORM  to change the text to Title Case or Sentence case, depending on your citation style.

  13. Try It Out! • Go to: http://googleblog.blogspot.com/2012/09/getting-americas-businesses-online.html • Add the bibliographical information AND a note by highlighting the following italic words at the beginning of the page and adding it to Zotero(right click). Clean up the fields: • Change the ITEM TYPE to ‘blog post’, and move ‘Official Google Blog’ from the TITLE to the BLOG TITLE. • Make the TITLE in ‘Title Case’. • Add the bibliographical information by ISBN: • Brand Management 101: 101 Lessons from Real-World Marketing • 0470822295

  14. Cite While You Write • Inserting citation as you are writing. • Open Microsoft Word (or which ever Word Processor you installed the plugin for) • Firefox needs to be ON! • If you installed correctly, there’s a toolbar‘Add-Ins’ for Zotero. Select your Citation Style here. APA = American Psychological Association. MLA = Modern Language Association

  15. Cite While You Write Start typing the title of the item you want to cite. (or click on Classic View) • Inserting citation as you are writing. • As you are writing… To start citing a sentence, click on the first icon. Pick the place where you placed the item. Then pick the item. Insert any details that you will need based on your citation style.

  16. Cite While You Write • Inserting citation as you are writing. • As you are writing… Click on the 1st icon. And there will be a pop-up confirming you want to replace the existing citation. To change the citation to another item, just place your mouse and click inside the gray box.

  17. Cite While You Write • Inserting citation as you are writing. • When you are done writing, you need a bibliography or a reference list. Place your mouse cursor at the end of your document and click there. Then click on the 3rd icon. Your bibliography should be set. It will only show items you have directly cited in your text.

  18. Cite While You Write • Making Manual Corrections: Do not do this unless you really must. These two icons are for making edits in the citations Zotero inserted into your document. You can edit any text Zoteroinserts in your document, but it’s not considered permanent where Zotero is concerned. Use these two icons to make edits that will be permanent. Use this sparingly. If it is something you can correct in Zotero itself—like a typo, do it in the Zotero interface in Firefox—so when you reuse the item, you won’t run into the same mistake. Hit Refresh to fix the typo in your document.

  19. Cite While You Write • Making Manual Corrections Place your mouse and click inside the citation you want to edit. Click here to open the editor

  20. Cite While You Write • Making Manual Corrections Click on Show Editor Edit inside the box. Note the warning. Click OK.

  21. Cite While You Write Choose an item to edit bibliography entry in the box below. Note the warning. Click OK. • Making Manual Corrections (You can add an item that you didn’t directly cite in your text. Just select it and click on the green arrow pointing right.) Click here to open the editor for the bibliography.

  22. Cite While You Write • Making Manual Corrections This icon will break your document’s connection to Zotero. It will just be a normal document, refresh will not work, one-click bibliography will not work. You do not have to break the connection if you are sending out the paper to someone else, they will see it normally—use only if you have to (the other person has non-standard word processor) and use Save As so your original document still has the Zotero connection.

  23. Try It Out! • Write a three sentences and insert 3 different citations for each. • Generate the bibliography. • Edit one of the in text citation. • Edit one of the bibliography entries. • Add an bibliographical entry for a different item that you didn’t directly cite. • Change the publishing date of one of the items you cited—in Zotero. Go back to the Word document and hit ‘Refresh’.

  24. Too Many Documents!How to Organize Your Documents in Zotero • (Sub) Collections • Put some items in folders. (All items are in the ‘MY LIBRARY’) You can add more SUBCOLLECTIONS under each collection. Right click and select NEW COLLECTION.

  25. How to Organize Your Documents • Tags • Labels you attach to the items in Zotero. • You can drag and drop items to existing tags on the left side.

  26. How to Organize Your Documents • Related • Items you want to link to each other (no labels, no folders, free linked)

  27. How to Organize Your Documents • Search Your Items (and save as a collection) • If you want to search your PDF files at the same time, you have to manually install the PDF indexer.

  28. How to Organize Your Documents • Search Your Items (and save as a collection) Advanced Search: Search ANY field, publisher, author, etc. and save your search. Simple Search, results in the middle column.

  29. How to Organize Your Documents • Search Your Items (and save as a collection) • Advanced Search Search multiple criteria at the same time (+). Save your search query, so all your future items will fall into the search if it matches your search.

  30. REMOVING ITEMS! • MY LIBRARY • When you hit the delete button on your keyboard while you are in MY LIBRARY, it will permanently remove your item. • (Sub) Collections • When you hit the delete button on your keyboard while you are in a (sub) collection, it will remove the item from your collection. However, you can still find it in ‘MY LIBRARY’ (and under ‘Unfiled’) • If you want to permanently remove it, right-click and select DELETE SELECTED ITEM FROM LIBRARY.

  31. Try It Out! • Create 2 Subcollections under MY LIBRARY • Name it “Paper 1” & “Paper 2” • Search for an item in MY LIBRARY • Put it into “Paper 2” • Tag it “Test” • Drag another item from MY LIBRARY to the “Test” tag. • Click on the “Test” tag while you are in MY LIBRARY, you should see two items. If you are in the “Paper 2” collection, there should be only one article.

  32. Sharing Your Resources • Create a Bibliography to send elsewhere. Select the items (hold the SHIFT key to select multiple items) OR the collection you want to create a bibliography for. Right-click and select Create a Bibliography… It will ask you to choose a style. You can then create a RTF (word document), HTML (web document), your clipboard, or print the bibliography.

  33. Sharing Your Resources • Copy out your data with Export* You can also export just a certain collection. Export your entire library. *This will only copy out your data, if you export to another computer and try to work on your document there, the Zotero connection from your document breaks as it expects the original data, not the copy. For restorable backup, check: http://www.zotero.org/support/zotero_data#backing_up_your_zotero_library to see alternatives more suited for your situation. Check the later slides for ‘Syncing’ across computers. After you export, to put it back into another Zotero application, use import. It will not override your existing documents—it will be imported as its own collection.

  34. Sharing Your Resources • Generate a single page report from a collection. You will get a report of all the citation fields, notes, tags, attachments, etc. Select a collection or subcollection. Click on Generate Report.

  35. Sharing Your Resources • Sync with Your Zotero Account • Working with multiple computers or use periodically as backup. You will need to create an account at Zotero.org if you do not have one. For storage of citation information, it’s free. Click on Preferences. Files such as PDF, Snapshots, and other attachments are free up to 100MB.

  36. Sharing Your Resources • Using Zotero based only on the data from your USB drive. Go to Preferences. Go to Advanced. Use CUSTOM and point to your USB drive. Firefox will need to restart.

  37. Try It Out! • Generate a bibliography from all the items in MY LIBRARY. • Use APA Style, Copy to Clipboard, and paste it to a MS Word document. • Use MLA Style, Copy to Clipboard, and paste it to a MSWord document. • Generate a report from your “Paper 2” subcollection. • Export MY LIBRARY to the desktop. • Import it, name it as “My Other Collection”.

  38. How to Add Additional Information to Your Citation • Notes, Snapshot, Link, File • Make sure you have selected the item that you want to attach a note, snapshot, link, or file first. Snapshot: Saves a picture of the current web page, viewable offline, can put a stickie note or highlight the text. Attach Link: Attaches a link to the current webpage. Attach Stored: Physically attach any type of file, Excel, PDF, etc. to Zotero. Attach Link to File: Point to a file’s location on your computer. Note: You can write an note to attach to an item or a standalone one (not associated with an item). Select the item The (+) sign indicates there are notes, snapshots, links, or files attached to the item. Click on it to see them.

  39. Annotating Snapshots You should see an extra toolbar come up and the URL says it’s from Zotero’s program. Click on a snapshop. Go to VIEW SNAPSHOT.

  40. Annotating Snapshots Click on the first icon to add a yellow stickie note inside your snapshot. The 2nd icon will minimize and maximize all notes. Click inside the yellow box and start typing. The square will delete the note. The arrow will move the note, the quote box will minimize the note. 3rd icon will turn on the highlighter. Click on it and start highlighting any text in the page. 4th icon will un-highlight—select any text you highlighted to un-highlight.

  41. How to Create a Timline • Create a Timeline of your resources. This visually tells you how recent the items in your collection was published. Cogwheel  Create Time Line You can click on a spot and scroll to see left and right of the timeline. A small | on the timeline indicates an entry from your collection. Select the collection you wish to create a timeline for.

  42. Zotero: Not Perfect! • Do not throw your style books away! Zotero is NOT perfect, always review and double check your citation and bibliography. • UWest Library: Citation Style Guide Books: • APA: • http://library.uwest.edu/booksub.asp?OCLCNo=46642003 • MLA: http://library.uwest.edu/booksub.asp?OCLCNo=276228865 • CHICAGO: http://library.uwest.edu/booksub.asp?OCLCNo=51553085 • Citation Reference Links for APA, MLA, CHICAGO, etc.: http://library.uwest.edu/subCategory.asp?sub=Citation

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