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I NTRODUCTION TO B IBLIOGRAPHIC
M ANAGERS
O VERVIEW OF THIS S ESSION


   Identify common problems with managing references
   Identify solutions to managing references:
       MS Word Bibliography features
       EndNote
       Zotero and Mendeley
   In-depth look at Zotero
   Workshopping with Zotero
   Conclusions & last words
W HY ? ( PROBLEMS           WITH CITATIONS )




   Why do we cite/attribute information in research
    papers?

   What happens when we don’t cite, or when the
    citations are incorrect?

   So, why don’t we always cite, and always cite
    correctly?
H OW ? (G ETTING               HELP THROUGH
                                     TECHNOLOGY )



   Bibliographic managers (sometimes known as
    reference managers) are here to help!
       Organize your research all in one place

       Easily create in-text citations

       Easily format bibliographies

       Avoid plagiarism and other unpleasant
        consequences of incorrect (or no) citations
MS W ORD B IBLIOGRAPHY


   Built into Word 2007, 2010

   Easy to use

   Slightly limited in its functionalities

   A great option for short papers/when you don’t
    want to learn a whole new program!
A   LOOK AT             MS W ORD



    Use the References tab to
    access the MS Word
    Bibliography functions
A DDING R EFERNECES


Click Manage
Sources then
New to add a
reference to
your
collection of
research
I NSERTING C ITATIONS




Click Insert Citation, and select your
Style to start creating in-text citations
L AST       WORD ON              MS W ORD

   Beware: downloading EndNote (coming up next)
    or the Zotero Word plugin will overwrite the MS
    Word bibliography function.

   For more help and information, visit the MS
    Word help site. The link below will take you
    directly to the part about bibliographic
    management:
       http://office.microsoft.com/en-us/word-
        help/create-a-bibliography-HA010067492.aspx
E ND N OTE

   Often called the Cadillac of bibliographic managers
   Expensive, but free to you as a VT student (through
    network software distribution)
   Link and support available:
    http://www.lib.vt.edu/endnote/index.html
   Available cross-platform (Mac or PC)
   Software has a steep learning curve
   Software has the most functionality of all managers
    (i.e., the best for large papers like a thesis or
    dissertation)
A N E ND N OTE L IBRARY




•   3 ways to import references
•   Over 4500 reference styles to choose from
•   Can remotely search databases to pull in references
•   Can create unlimited number of libraries
•   Can use the “group” function to organize references
C ITE W HILE Y OU W RITE



Use Cite While You Write to
automatically create in-text citations
and bibliographies


When you install EndNote, the
program will install an MS Word
plug-in
F REE & E ASY O PTIONS

   Zotero: http://www.zotero.org/

        Open source and open access (free)

        Only compatible with Mozilla Firefox

        Offers a web-based component

        Collaborative

   Mendeley: http://www.mendeley.com/

        Open access (free)

        Also offers a “social network” for researchers

        Offers a web-based component

        Collaborative
M ENDELEY




This is a screenshot of the “server” side—the online account that syncs
with a desktop account. Science/research/academic oriented. Includes
social networking functions.
Z OTERO




This is the “online account” side of Zotero—we’ll look at the
“downloaded” side in a moment.
S TARTING            WITH        Z OTERO

   When you download Zotero, it will live inside
    your browser (Firefox)

   You will also have space on a Zotero server, so
    that you can access your research no matter
    what computer you may be working at

   The program you’ve downloaded on your
    computer will ensure that you have a local copy
    of all of your information
I N - CLASS D EMONSTRATION

    Downloading Zotero

    Importing references into Zotero (several different ways)

    Editing references

    Sharing Zotero libraries/collections

    Using the Zotero “cite while you write” feature with MS
     Word (will NOT overwrite the MS Word bibliography
     features)

    Generating bibliographies

    Questions?
IN      THE   B ROWSER

When
downloaded,
Zotero will live
at the bottom
of your
browser
(Mozilla
Firefox)
                       Three main elements show up
                       here…




                   The grouping(s) of          The documents   The citation
                   documents                   themselves      information
A DDING R EFERENCES




Use these icons to manually add or import citations with the click
of a button. Alternatively, you can use the images that show up in
the browser bar…
U SING          THE         Z OTERO               ICONS




Look for these icons in the browser bar when you
are searching online, in databases, or in the library
catalog. Click them to add them to your library.
MS W ORD P LUGIN

   To use the “cite while you write” feature in Zotero, you
    must download the MS Word plugin:
       http://www.zotero.org/support/word_processor_inte
        gration
       When you do, you should see “Add-Ins” appear at the
        top of your Word document
I N - TEXT CITATIONS &
     F ORMATTING BIBLIOGRAPHIES




The first icon is to insert a
citation, which you’ll choose
from Zotero.

The second to last icon is to
format a bibliography from the
citations you’ve added
E XAMPLE C ITATION &
                            B IBLIOGRAPHY




First, insert the in-text citation.
Then, insert the bibliography.
Done!
Z OTERO T UTORIALS /H ELP

   The Zotero website offers lots of helpful tutorials
    and guides for getting started with and using
    Zotero:
       Quick start guide:
        http://www.zotero.org/support/
       Zotero support: http://www.zotero.org/support/
       Screencasts: http://www.zotero.org/support/
       Zotero mobile apps:
        http://www.zotero.org/blog/zotero-apps-go-
        mobile/
IN    CONCLUSION …


   There are a lot of tools available for managing
    your research

   It’s up to you to figure out the tool and workflow
    that works best for you

   Librarians are always available to help you with
    all aspects of research, including bibliographic
    management!
O NE      LAST WORD …


   Remember, these citation management tools are
    just pieces of software

   It’s possible that they could be wrong

   You will still need to be familiar with the style
    you are using, to make sure that your citations ar
    correct

   Use our citations & style manuals page for more
    help:
    http://www.lib.vt.edu/find/citation/index.html
Q UESTIONS ?

   Contact me!


                      Rebecca Miller

                   College Librarian for

          Science, Life Sciences, and Engineering

                     millerrk@vt.edu

                      Newman 5004

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Introduction to Bibliographic Managers: Why, When, and How to Manage Your Research

  • 1. I NTRODUCTION TO B IBLIOGRAPHIC M ANAGERS
  • 2. O VERVIEW OF THIS S ESSION  Identify common problems with managing references  Identify solutions to managing references:  MS Word Bibliography features  EndNote  Zotero and Mendeley  In-depth look at Zotero  Workshopping with Zotero  Conclusions & last words
  • 3. W HY ? ( PROBLEMS WITH CITATIONS )  Why do we cite/attribute information in research papers?  What happens when we don’t cite, or when the citations are incorrect?  So, why don’t we always cite, and always cite correctly?
  • 4. H OW ? (G ETTING HELP THROUGH TECHNOLOGY )  Bibliographic managers (sometimes known as reference managers) are here to help!  Organize your research all in one place  Easily create in-text citations  Easily format bibliographies  Avoid plagiarism and other unpleasant consequences of incorrect (or no) citations
  • 5. MS W ORD B IBLIOGRAPHY  Built into Word 2007, 2010  Easy to use  Slightly limited in its functionalities  A great option for short papers/when you don’t want to learn a whole new program!
  • 6. A LOOK AT MS W ORD Use the References tab to access the MS Word Bibliography functions
  • 7. A DDING R EFERNECES Click Manage Sources then New to add a reference to your collection of research
  • 8. I NSERTING C ITATIONS Click Insert Citation, and select your Style to start creating in-text citations
  • 9. L AST WORD ON MS W ORD  Beware: downloading EndNote (coming up next) or the Zotero Word plugin will overwrite the MS Word bibliography function.  For more help and information, visit the MS Word help site. The link below will take you directly to the part about bibliographic management:  http://office.microsoft.com/en-us/word- help/create-a-bibliography-HA010067492.aspx
  • 10. E ND N OTE  Often called the Cadillac of bibliographic managers  Expensive, but free to you as a VT student (through network software distribution)  Link and support available: http://www.lib.vt.edu/endnote/index.html  Available cross-platform (Mac or PC)  Software has a steep learning curve  Software has the most functionality of all managers (i.e., the best for large papers like a thesis or dissertation)
  • 11. A N E ND N OTE L IBRARY • 3 ways to import references • Over 4500 reference styles to choose from • Can remotely search databases to pull in references • Can create unlimited number of libraries • Can use the “group” function to organize references
  • 12. C ITE W HILE Y OU W RITE Use Cite While You Write to automatically create in-text citations and bibliographies When you install EndNote, the program will install an MS Word plug-in
  • 13. F REE & E ASY O PTIONS  Zotero: http://www.zotero.org/  Open source and open access (free)  Only compatible with Mozilla Firefox  Offers a web-based component  Collaborative  Mendeley: http://www.mendeley.com/  Open access (free)  Also offers a “social network” for researchers  Offers a web-based component  Collaborative
  • 14. M ENDELEY This is a screenshot of the “server” side—the online account that syncs with a desktop account. Science/research/academic oriented. Includes social networking functions.
  • 15. Z OTERO This is the “online account” side of Zotero—we’ll look at the “downloaded” side in a moment.
  • 16. S TARTING WITH Z OTERO  When you download Zotero, it will live inside your browser (Firefox)  You will also have space on a Zotero server, so that you can access your research no matter what computer you may be working at  The program you’ve downloaded on your computer will ensure that you have a local copy of all of your information
  • 17. I N - CLASS D EMONSTRATION  Downloading Zotero  Importing references into Zotero (several different ways)  Editing references  Sharing Zotero libraries/collections  Using the Zotero “cite while you write” feature with MS Word (will NOT overwrite the MS Word bibliography features)  Generating bibliographies  Questions?
  • 18. IN THE B ROWSER When downloaded, Zotero will live at the bottom of your browser (Mozilla Firefox) Three main elements show up here… The grouping(s) of The documents The citation documents themselves information
  • 19. A DDING R EFERENCES Use these icons to manually add or import citations with the click of a button. Alternatively, you can use the images that show up in the browser bar…
  • 20. U SING THE Z OTERO ICONS Look for these icons in the browser bar when you are searching online, in databases, or in the library catalog. Click them to add them to your library.
  • 21. MS W ORD P LUGIN  To use the “cite while you write” feature in Zotero, you must download the MS Word plugin:  http://www.zotero.org/support/word_processor_inte gration  When you do, you should see “Add-Ins” appear at the top of your Word document
  • 22. I N - TEXT CITATIONS & F ORMATTING BIBLIOGRAPHIES The first icon is to insert a citation, which you’ll choose from Zotero. The second to last icon is to format a bibliography from the citations you’ve added
  • 23. E XAMPLE C ITATION & B IBLIOGRAPHY First, insert the in-text citation. Then, insert the bibliography. Done!
  • 24. Z OTERO T UTORIALS /H ELP  The Zotero website offers lots of helpful tutorials and guides for getting started with and using Zotero:  Quick start guide: http://www.zotero.org/support/  Zotero support: http://www.zotero.org/support/  Screencasts: http://www.zotero.org/support/  Zotero mobile apps: http://www.zotero.org/blog/zotero-apps-go- mobile/
  • 25. IN CONCLUSION …  There are a lot of tools available for managing your research  It’s up to you to figure out the tool and workflow that works best for you  Librarians are always available to help you with all aspects of research, including bibliographic management!
  • 26. O NE LAST WORD …  Remember, these citation management tools are just pieces of software  It’s possible that they could be wrong  You will still need to be familiar with the style you are using, to make sure that your citations ar correct  Use our citations & style manuals page for more help: http://www.lib.vt.edu/find/citation/index.html
  • 27. Q UESTIONS ?  Contact me! Rebecca Miller College Librarian for Science, Life Sciences, and Engineering millerrk@vt.edu Newman 5004