Introduction to Zotero: A Free, Open-Source Tool to Manage and Share Citations and Documents
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Join me for a quick tour of Zotero, a full-featured bibliographic management tool comparable to EndNote or RefWorks – but free and open source. I’ll talk about why you might want to use Zotero instead of commercial tools, show a few commonly-used features, and give you an overview of some additional features. At the end, you should know enough about Zotero to decide whether it could be useful for you and/or the users you assist.
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Introduction to Zotero: A Free, Open-Source Tool to Manage and Share Citations and Documents
- 1. INTRODUCTION TO ZOTERO: A FREE, OPEN-SOURCE TOOL TO MANAGE AND SHARE CITATIONS AND DOCUMENTS Presented by Janet Crum RAD, February 17, 2016
- 2. WHAT WE’LL COVER • What is Zotero? And why should you care? • Introduction to Zotero and demo of most commonly-used features • Summary of selected other features • Q&A 2
- 3. ZOTERO: WHAT AND WHY • What: Free, open-source reference management software to manage bibliographic data and associated materials, e.g. PDFs (thank you, Wikipedia) • Why Zotero? – Free and open source – Non-commercial – produced by the Center for History and New Media, George Mason University – Because it’s free, anyone can get it – great for collaboration – Full-featured – supports many document formats and citation styles, lots of other helpful features – Mature product; has been around since 2006 3
- 4. OK, I’M SOLD. HOW DO I GET IT? • Firefox extension – Usually works with most current version of Firefox – May be incompatible with certain older versions • Standalone client – For Windows, Mac, Linux – Browser connectors for Chrome, Safari, Opera, Firefox 4
- 5. ZOTERO.ORG • Installers • Documentation • Shared storage • Groups 5
- 6. SAVING CITATIONS • Import from search results via browser plugin and web translator – Many library databases – Library catalogs – Worldcat.org – Amazon – Google Scholar – Publisher sites – And more • Capture web pages 6
- 7. IMPORTING CITATIONS FROM SEARCH RESULTS 7 • When viewing search results, click the folder icon in upper right to choose citations to import. • Check the ones you want to import and click OK.
- 8. IMPORTING CITATIONS FROM SEARCH RESULTS – GOOGLE SCHOLAR 8 Process is the same for Google Scholar.
- 9. IMPORT A SINGLE CITATION 9 When viewing a single citation, click paper icon in upper right to save it.
- 10. SAVE A WEB PAGE 10 While viewing any web page, click the paper icon in the upper right to save it. Zotero will save the title and link, as well as a snapshot of the page.
- 11. ORGANIZING CITATIONS • Collections and sub-collections • Tags – automatic and user-assigned • Related citations • Searching • Identifying duplicates 11
- 12. WRITING PAPERS • Plugins for Word and LibreOffice/OpenOffice/NeoOffice – Similar to Write-N-Cite for RefWorks – See screencast at https://youtu.be/RuRF8zxkxIo for demo • Many, many output styles – Basic installation includes several popular styles (APA, MLA, etc.) – Over 6750 additional ones in the Zotero Style Repository 12
- 13. COLLABORATING WITH ZOTERO • Groups • Zotero.org and shared libraries 13
- 14. MORE WAYS TO GET CITATIONS INTO ZOTERO • Import files of citations – e.g. from another program like RefWorks • Add a citation manually • Add via identifier – ISBN, DOI, PubMed ID • Drag and drop PDF – and import metadata (if available) 14
- 15. A HIGHLY SELECTIVE GUIDE TO ZOTERO PREFERENCES • Connect to your zotero.org account (Sync) – Sync your personal library – Sync group libraries • Citation styles (Cite -> Styles) – View styles currently installed – Add more styles • Automatically recognize proxy (Proxies) • Add library link resolver (Advanced -> General) • Change location of data directory (Advanced -> Files and Folders) • Keyboard shortcuts (Advanced -> Shortcuts) 15 Click the gear icon, then click Preferences
- 16. TIPS • Check imported metadata – it can be messy • Move your data directory • Extremely large databases can make Zotero run slowly. 16
- 17. FOR MORE INFORMATION • Zotero documentation, Getting Started • Georgia State LibGuide by Jason Puckett (who wrote a book on Zotero) • Series of video lessons from Muntz Library, University of Texas at Tyler • Importing from RefWorks to Zotero (video) – Ohio University Libraries • Mastering Zotero: A User Guide for the Zotero Reference Manager (free e-book on GitHub; simple, clear introduction with screenshots from the Mac version of Zotero) 17
- 18. FRITZ SAYS… ANY QUESTIONS?
Hinweis der Redaktion
- Welcome! Thank ___ for the treats/donuts. This morning we’re going to talk about Zotero, an open source alternative to bibliographic management programs like RefWorks and EndNote. Who’s heard of Zotero? Who’s used it?
- I’ll give you a quick introduction and demo a few basic features, then briefly tell you about some more features worth trying. There isn’t time to do much more than that in 30 minutes, but I’m happy to do 1:1 or group training if you’re interested. Plus, the documentation is pretty good, and some libraries have tutorials.
- I use Zotero frequently when collaborating with people outside NAU. They may not have RefWorks, but b/c Zotero is freely available to anyone, we can all use the same tool. Not a “freemium” model where the basic version is free, but you have to pay for the powerful features. All features are free. The only thing they charge for is extra storage for group.
- Whichever route you take, installation is pretty straightforward. The biggest issue is usually compatibility with Firefox if you’re installing the extension. Try upgrading to the most current version of Firefox or just install the standalone version. I’m going to demo the Firefox extension version, because I normally use the standalone, and my database is big and runs a bit slowly. Interface is very similar for both, so just go with personal preference.
- Start demo Note the big red Download Now button. Also lots of other useful information here, including good documentation. This is also where you can create an account and groups. Recommend exploring the site – tons of helpful information. Set up an account (it’s free) and experiment.
- More options listed near end of presentation.
- Search for “zotero” in Academic Search Complete Show folder icon on search results page. Click it. Save a few, including at least one that has full text. Point out the metadata. Show them that the PDF has been captured. Doesn’t work in all systems.
- Search “zotero” in Google Scholar.
- Search Zotero in Amazon and choose an item. Note other options for books: library catalogs, worldcat
- Go to Zotero.org and click on FAQ. Save. Note that if you plan to cite that page, you’ll need to clean up—and add—metadata. Show briefly how to click into metadata field and edit. Snapshot is great for pages that change frequently. Can capture what it was like at a specific point in time.
- Can create collections and subcollections for specific projects or topics. Tags – automatically populated with subject headings from databases so can be messy. Point out tag list on left – keeps tags even when you delete associated items. But can add your own if you wish. Are searchable. Can relate citations to each other. I’ve never used this. Searching works well. Show briefly. Show duplicate check Now back to PPT
- Many of the styles in the repository are journal-specific, so you can help someone find the exact style for whatever publication they’re writing for. Won’t demo this but happy to help you get started if you need me.
- As noted earlier – the fact that Zotero is free makes it a good choice for collaboration, because anyone can get it. Groups get a shared library that will sync to each member’s Zotero database so everyone has access to all items in the group’s library.
- These are some additional options for getting things into Zotero – ones I didn’t have time to demo. Import – can import citations from another program like RefWorks, though you may lose a bit of information.
- Just calling your attention to the fact that these exist. Not a complete list but the ones you’re most likely to want.
- Check metadata – often comes in messy. If using Zotero to cite stuff in papers, will want to check the metadata for the items you’re citing and clean it up before generating bibliography. Data directory is in your profile directory, buried about 10 layers deep on c: drive, which is typically not backed up. I store mine in Dropbox so I have access to my data from any computer. Just be sure to put it somewhere where it will be backed up. I have a database with > 10,000 records – painfully slow.
- Zotero is widely-used, so there are tons of LibGuides, video tutorials, help pages, and other information to help you use it, as well as excellent documentation on zotero.org. The links here are just a sampling.