SlideShare ist ein Scribd-Unternehmen logo
„Von der Literaturverwaltung zum
kollaborativen Datenmanagement –
ZOTERO für Einsteiger und
Fortgeschrittene“
MONIKA BARGET, IEG MAINZ, 23RD SEPTEMBER 2019
1) Why bibliographical databases?
 Cite as you write.
 Easily fix incomplete data or spelling
mistakes in all footnotes/endnotes at
once.
 Export bibliographical references in any
citation style required by your publisher.
 Handle sources and secondary works in
multiple languages.
 Create customised publication styles if
you are a book or journal editor.
 Make co-authoring more efficient.
2) Why use ZOTERO?
 Do not worry about licence fees
and institutional limitations.
 Join an active community of users
and developers.
 Collaboratively use and edit
bibliographical data with other
researchers.
 Feature requests can be shared
with the developers at any time.
3) How do I get started?
Create account and access ZOTERO via FIREFOX Download stand-alone version
4) How can I import references to ZOTERO?
 Many digital library
catalogues offer export
functions for single or
multiple references to
different formats.
 Get the ZOTERO
browser add-on to grab
data directly from
websites.
 Import your libraries
from other software as
BibTex, XML or other.
5) How can I sort and tag my data?
 Create folders and
subfolders.
 Move files via
„drag&drop“.
 Get rid of duplicates and
find „orphaned“ data.
 Use the „tag selector“ to
rename, delete or add
new tags.
 Use the colour scheme to
highlight tagged items.
 Check archive-defined
and user-defined tags in
the „tag“ tab.
6) How can I share data or edit data
collaboratively?
 Export individual items or whole folders as
a reading list that can be copied into
WORD.
 Create or join a ZOTERO group and invite
new members.
7) How can I adjust my references to
various (international) citation styles?
 Update your „Document
Preferences“ in the WORD plug-in.
 Different citation styles (also for
individual publishing houses or
journals) can be chosen from the
standard menu or added later.
 Chose the right language settings for
each document (source language
must be added for each item
beforehand).
 Post a „style request“ in the forums.
8) Create and share your own style!
 Follow the instructions on
https://www.zotero.org/support/dev/
citation_styles/style_editing_step-by-
step.
 Do not hesitate to ask for assistance
in one of the forums. 
 Notify your collaborators and the
ZOTERO community that a new style
is available.
9) How can I use ZOTERO for data analysis?
 Export ZOTERO libraries as structured data
in various formats,
many of which include tags and user
notes.
THANKS FOR COMING …
 … and have fun with ZOTERO, your new partner in research data
management!
 We are looking forward to your questions.
 To install ZOTERO, please go to https://www.zotero.org/download/.
 Also check out the increasing number of third-party plug-ins:
https://www.zotero.org/support/plugins

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Bibliographic data management and data analysis with ZOTERO

  • 1. „Von der Literaturverwaltung zum kollaborativen Datenmanagement – ZOTERO für Einsteiger und Fortgeschrittene“ MONIKA BARGET, IEG MAINZ, 23RD SEPTEMBER 2019
  • 2. 1) Why bibliographical databases?  Cite as you write.  Easily fix incomplete data or spelling mistakes in all footnotes/endnotes at once.  Export bibliographical references in any citation style required by your publisher.  Handle sources and secondary works in multiple languages.  Create customised publication styles if you are a book or journal editor.  Make co-authoring more efficient.
  • 3. 2) Why use ZOTERO?  Do not worry about licence fees and institutional limitations.  Join an active community of users and developers.  Collaboratively use and edit bibliographical data with other researchers.  Feature requests can be shared with the developers at any time.
  • 4. 3) How do I get started? Create account and access ZOTERO via FIREFOX Download stand-alone version
  • 5. 4) How can I import references to ZOTERO?  Many digital library catalogues offer export functions for single or multiple references to different formats.  Get the ZOTERO browser add-on to grab data directly from websites.  Import your libraries from other software as BibTex, XML or other.
  • 6. 5) How can I sort and tag my data?  Create folders and subfolders.  Move files via „drag&drop“.  Get rid of duplicates and find „orphaned“ data.  Use the „tag selector“ to rename, delete or add new tags.  Use the colour scheme to highlight tagged items.  Check archive-defined and user-defined tags in the „tag“ tab.
  • 7. 6) How can I share data or edit data collaboratively?  Export individual items or whole folders as a reading list that can be copied into WORD.  Create or join a ZOTERO group and invite new members.
  • 8. 7) How can I adjust my references to various (international) citation styles?  Update your „Document Preferences“ in the WORD plug-in.  Different citation styles (also for individual publishing houses or journals) can be chosen from the standard menu or added later.  Chose the right language settings for each document (source language must be added for each item beforehand).  Post a „style request“ in the forums.
  • 9. 8) Create and share your own style!  Follow the instructions on https://www.zotero.org/support/dev/ citation_styles/style_editing_step-by- step.  Do not hesitate to ask for assistance in one of the forums.   Notify your collaborators and the ZOTERO community that a new style is available.
  • 10. 9) How can I use ZOTERO for data analysis?  Export ZOTERO libraries as structured data in various formats, many of which include tags and user notes.
  • 11. THANKS FOR COMING …  … and have fun with ZOTERO, your new partner in research data management!  We are looking forward to your questions.  To install ZOTERO, please go to https://www.zotero.org/download/.  Also check out the increasing number of third-party plug-ins: https://www.zotero.org/support/plugins