ZoteroTutorial

IntroductiontoZotero
Zotero(pronouncedzohTAIRoh)isafreeweb2.0citationmanagementtoolthatisan extensionforyourFirefoxwebbrowser.ThismeansthatyouneedtofirsthaveFirefox.If youdont,youcandownloaditforfreeatwww.firefox.com.Howeveryourcitationsare storedonyourcomputersoyoucanaccessZoterowhenyourresearchtakesyoutoplaces farremovedfromWiFi. SimilartothepopularcitationmanagementtoolEndNote,Zoterostorescitationsfrom librarycatalogues,proprietarydatabaseslikeATLAandJSTOR,websites,blogs,evenvideos andstorestheminaneasytouseformatsimilartoiTunes.Youcanalsoimportandexport citations,createbibliographies,andinsertcitationsintoyourwordprocessor. [email protected].

DownloadZotero

Togetstarted,downloadZoteroatzotero.org. Clickonthedownloadoption. Firefoxwillgiveyouawarning.ClickAllow. Zoteroisatrustedaddonsowhenthiswindowpopsup,clickInstallNow.

YouwillneedtorestartFirefoxonceinstallationiscomplete.Youwillknowthat ZoterohasbeeninstalledsuccessfullywhenyouseeeitheroftheseZoteroiconsin thebottomrightcornerofFirefox. or

NowmakeZoterocompatiblewithyourwordprocessor. NoteforMacintoshWord2008users:aZoteropluginisnotyetavailableforWord2008 meaningthatyoucannotintegrateZoterowithWord2008. GotothewordprocessorintegrationpageandselecttheoptionforeitherMSWord orOpenOffice(allexamplesonthistutorialwilluseMSWord). SavetheWordPluginInstaller

RuntheInstallerbydoubleclickingontheInstallericon Followtheinstructions. Onceinstallationiscomplete,youshouldhaveaZoterotoolbarinWord. WhiletheZoterotoolbaritselfisthesameacrosswordprocessors,itslocationinthe actualprogrammaydifferfromwhatyouseebelow.ThisscreenshotisfromWord 2007.

AndfromaMac

InstructionsonhowtouseZoterowithyourwordprocessorarefurtherbelow.

GettingstartedwithZotero

NavigatingZotero

Zoterossimpleinterfaceiscomposedofthreecolumnsmovinglefttorightfromgeneralto specific.Theleftcolumndisplaysyourlibraryandvariouscollectionsandsubcollections alongwithtags.Thecentercolumndisplaysthereferencesinthespecificcollectionyou havehighlightedintheleftcolumn.Therightcolumnprovidesthespecificdetailsabout thereferencehighlightedinthecentercolumnincludingbibliographicinformation,notes, andanyattachments.

LeftColumn

CenterColumn

RightColumn

Buildingyourlibrary Booksandarticles
Zoterocanautomaticallyaddbothindividualrecordsandliststoyourlibrary. IndividualRecords Performasearchandselecttherecordyouwanttoaddtoyourlibrary. Noticethebluebookiconthatnowappearsintheaddressbar.Thisisanindication thatZoterohasrecognizedthiswebpageascontainingpotentiallyusefulcitation information.Ifyoursearchtakesplaceinasubscriptiondatabase(ATLAorJSTOR), anarticleiconwillbepresent. BookrecordfromPTSOPAC

 ArticlerecordfromATLA

 Clicktheaddressbaricon,eitherbookorarticle,andZoterowilladdtherecordto yourlibrary. Anotificationwillappearinthelowerrightcornerofyourbrowser.

CollectionsorLists Performyoursearchagainbutthistimedonotselectanindividualrecord.Notice thefoldericonthatnowappearsintheaddressbar. Clickonthefolderandapopupwindowwillappearaskingyouwhichrecordsyou wouldliketoimport.

ChecktheboxesnexttotherecordsyouwishtoaddtoyourlibraryandclickOK. AnotificationwillagainappearinthelowerrightcornerofFirefox.

Zoterokeyforpopularreferencetypes Book JournalArticle Collection

Newspaper Film File 5

Createreferencesfromwebsites

Sometimesyoumaywanttoaddanitemtoyourlibrarybutareferenceicondoesnot appearintheaddressbar. OpenZoteroandselecttheCreateNewItemfromCurrentPageicon. Zoterowillfillinasmuchinformationasitcan,butyoumayneedtoaddsome additionaldetails.

Zoterowilltrytoguesswhattypeofsourcethepageis(webpage,blog,artwork), butyoucancorrectitifnecessarybychoosingthedropdownarrows. YoucanarchivethesitebyclickingontheTakeSnapshotofCurrentPageicon .

Createreferencesmanually

Youcanstilladdreferencestoyourlibraryevenifyoucannotlocatethemonline. . OpenZotero,selecttheNewItemicon,andchoosetheappropriatereferencetype.

Fillinthenecessarybibliographicdetails.

ZoteroandEndNote
ItisrelativelysimpletogobetweenEndNoteandZotero.Whetheryouwanttoimportan existingEndNotelibraryintoZoteroorwanttotakeadvantageofEndNotesmanyoutput styles,youcaneasilyimport/exportbetweenthetwoprograms. EndNotetoZotero InEndNote,chooseRefMan(RIS)ExportasyourOutputStyle.

GotoFileandchooseExport. Namethefile,saveitasaTextfile(.txt),andmakesuretheOutputstyleisRefMan (RIS)Export.ClickSave.

OpenZotero FromtheActionsmenuicon selectImport.

LocatetheTextfileyousavedaboveandclickOpen. YourreferenceshavenowbeenimportedintoyourZoterolibrary.

ZoterotoEndNote OpenZotero FromtheActionsmenuicon

selectExportLibrary

SelectRISastheFormat

NamethefileandclickSave. OpenEndNoteandchooseImportfromtheFilemenu. Choosethefileyoujustsaved.SelectReferenceManager(RIS)astheImportOption. ClickImport.

YourreferenceshavenowbeenimportedtoyourEndNotelibrary.

UsingZoterowithyourwordprocessor
Afteryouhaveinstalledthewordprocessorintegrationaddin,youhavethecapabilityto integrateZoteroandMSWord.

Addingcitations
Inyourwordprocessor,placeyourcursorwherethecitationshouldbeadded. UnlikeEndNote,thereisnoneedtofirstaddafootnotepriortoinsertingthe citation.

 ClickontheZoteroInsertCitationicon.

AwindowdisplayingyourZoterolibrarywillappear.Choosetheappropriate citation,addanydetailsnecessarysuchaspagenumber(s),prefixes,andsuffixes. ClickingonShowEditorwillgiveyouapreview.ClickOK.

Afootnoteisnowinsertedintoyourpaper.

Ifyouareenteringasinglefootnote,youwillnoticethatthefinalperiodofthe footnoteismissing.SimplyhittingtheZoteroRefreshbutton willaddtheperiod. ItisabugwithZoteroandworkisbeingdonetocorrectit. Toeditcitationsalreadyinyourdocument,placeyourcursorwithinthecitationyou wishtoedit(youmyhavetohighlighttheentirecitation)andclicktheZoteroEdit Citationicon .

Bibliographies

Ifyouareenteringcitationsintoyourpaper,youcancompleteyourbibliographyby selectingtheZoteroInsertBibliographyicon.

Yourbibliographyshouldnowappearattheendofyourpaper.Youcanthenadd yourownheading,suchasBibliographyorWorksCited,ifyouwish. 9

 YoucanedityourbibliographybyclickingtheZoteroEditBibliographyicon Creatingindependentbibliographies ChoosetheitemsinyourZoterolibrarythataretomakeupthebibliography. RightclickandselectCreateBibliographyfromSelectedItems.

SelecttheappropriateCitationStyleandselecttheOutputFormatasSaveasRTF. ClickOK.

Namethefileandchoosealocationforthefile.

Youcanalsocreatebibliographiesofanentirecollection. Intheleftcolumn,rightclickonthecollectionyouwishtocreateabibliographyfor.

SelecttheappropriateCitationStyleandselecttheOutputFormatasSaveasRTF. ClickOK. Namethefileandchoosealocationforthefile. 10

 AfewthingstobeawareofwithZotero Zoteroisprettygreatbutitsnotwithoutitsflaws.Intimethesetherewillprobablybe solutions,butasitstands,herearethedownsidestoZotero. Duplicates Zoteroisunabletopreventandremoveduplicates.Tokeepyourlibraryuptodate,you willhavetomanuallydeleteallduplicaterecords. Citationstyles ZoterocoversmostbasiccitationstylessuchasChicagoManualofStyle,APA,andMLA butithasalongwaytogotomatchtheoutputstylesavailablethroughEndNote,which hasover2,900. Backup Zoteromayliveinyourwebbrowser,butyourinformationisstoredinyourcomputer. Thepositivesideofthisisthatyoucanaccessyourlibraryfromanywhereandneednot beonline.Thenegativeisthatitispossibletolooseyourlibraryshouldyourcomputer crashorgetstolen.Forinformationonhowtobackupyourinformationortorun Zoterofromaportabledevice(removableUSBdriveoriPod)visitZoterosfrequently askedquestions. Wanttoknowmore [email protected]. VisitZoterosupportformoretutorials,faqs,andtheuserforum. VisitJacobGlenssiteattheUniversityofMichigan.

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