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Reference Management For The Course

The document discusses using Zotero for managing references for a course. It describes Zotero as free software that allows users to save references from websites and generate citations and bibliographies in documents. The steps for setting up and using a Zotero account and library for the course are outlined.

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Adrian Brown
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20 views

Reference Management For The Course

The document discusses using Zotero for managing references for a course. It describes Zotero as free software that allows users to save references from websites and generate citations and bibliographies in documents. The steps for setting up and using a Zotero account and library for the course are outlined.

Uploaded by

Adrian Brown
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Reference Management for the course

Multiple reference management systems exist. (For example, Endnote, Mendeley, Zotero etc.). Each
piece of software is different along multiple parameters. Cost, ease of use, storage available, citations
that can be generated in text and the bibliography generated automatically, using word plug-ins, the
ability to capture information and references from webpages with browser plug-ins, and other variables.

An informative comparison is available here


https://en.wikipedia.org/wiki/Comparison_of_reference_management_software

For this course we will be using Zotero. It is free, easy to use, works both online and can be downloaded
to a local laptop or similar. Zotero works in multiple operating systems.

The steps for using the software in the course, and additional tips for optimizing its use are listed below,
further details are included below this list as necessary. Please read to the end of the document before
proceeding.

1. Create a Zotero account using your University of Calgary official email.


(https://www.zotero.org/)
2. Join the group Env_Beh_W2023 (an email limitation has been sent to everyone in the class).
3. Create a folder using your name (first then last). This folder will be used for the papers for your
individual literature review.
4. I highly recommend that you download Zotero software to your laptop or similar. If you do not
have access because of the nature of your technology, this is not a barrier to doing well within
the course. However, for the later the group research I suggest that you collaborate with a class
colleague in your group that does have full access to downloaded software.
5. You are able to keep your local references, i.e., those stored on your laptop up to date with your
Zotero online system by using the synchronization facility.
6. Install the web browser plug-in. This will let you capture references from the website where you
are reading the paper/book or other online material. Note, the reference information will be
downloaded into the folder that is selected or chosen in your local version of the software, or
the selected folder in the online version.
7. Install the plug-in inside word. This will let you write a paper, insert an in-text citation, and then
compile a bibliography the end of your written work. Try a test of this.
8. When you are collaborating on your group research projects, please a group reference library.

Zotero has a very thorough documentation on its website, and with additional web browsing you will be
able to navigate any software related issues.

Course specific information is included below, as well as some tips.

You will receive an email invitation from the Zotero system to join the class group (step 2 above). Use
this to join the collaborative workspace for the class.
1. The Zotero login and registration page.

2.
a. A screen capture of my online Zotero library.
b. Join the online class library (email sent for you to join)

group details are here (three people from the class have joined, I am the owner)

3. create a folder with your name.

Click the plus button and name your folder (first name last name)
4. Download a local version of the software, if possible. (https://www.zotero.org/download/)

5. Enable the synchronization functionality to keep your online and local libraries the same.

https://www.zotero.org/support/

https://www.zotero.org/support/sync

6. Install the web browser plug-in.


https://www.zotero.org/download/
The plug-in will allow you to save a reference to your online or local Zotero library.
An example below.
Navigate to the University of Calgary Library to view an academic paper.
Search for a topic or theme from the main library search window. Apply the filters, full text
online, peer-reviewed and articles.

This is a paper from another research of project of mine. “The Nature of Uncertainty in
Historical Geographic Information”.
Using the installed web plug-in, in my browser toolbar, I can clip the citation information to
Zotero.

You may see this warning message. Here you will either need to enable saving to your online
library, or make sure that you have Zotero running on the computer that you are using.
Below the paper has been saved to my online library.
In the screen capture below the paper has been saved to my local version of the software which
synchronizes with the online version.

The URL button can be clicked to provide a direct link back to the online paper.
The advantages of using a local version of the software include being able to make additional
notes and annotations in a stored copy of the PDF file.

7. Using Zotero to format references when writing a paper. This example uses the Windows
operating system and Microsoft Word 2016.

I have already installed the word plug-in as per the instructions at Zotero’s website.
Information is available here:
https://www.zotero.org/support/creating_bibliographies
https://www.zotero.org/support/word_processor_integration

Detailed instructions are here https://www.zotero.org/support/word_processor_plugin_usage


Cognitive maps were first discovered by (Tolman, 1948). [In-text citation]

References: [Compiled bibliography in chosen format – APA 7th Edition]

Tolman, E. C. (1948). Cognitive maps in rats and men. Psychological Review, 55(4), 189–208.

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