Post on 21-Aug-2020
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ZoteroSelf-PacedWorkbook
2017-18v7
DrBethanMorganwith
DrSaraHennessy,DrBjoernHassler&FacultyLibraryTeam
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©FacultyofEducation,UniversityofCambridge2018.ThisworkislicensedunderaCreativeCommonsAttribution-NonCommercialLicense,https://creativecommons.org/licenses/by-nc/4.0.
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Contents
WhyuseZotero?.....................................................................................................7
Section1:Installingthesoftware/BasicFeatures....................................................8
STEP1:Download&installZotero...................................................................................................9
STEP2:InstalltheZoteroConnectorforyourBrowser..................................................................11
STEP3:ChecktheWordplug-in.....................................................................................................11
STEP4:TakeaquicktourofZotero................................................................................................13
STEP5:SetZotero’sPreferences....................................................................................................15
STEP6:Left-handcolumn:createacollection...............................................................................19
STEP7:MiddleColumn:Find&storereferences...........................................................................20
STEP8:RightColumn:Check/EditIndividualReferenceInformation............................................23
Section2:Searching,Sorting,CreatingBibliographies&Reports...........................26
STEP9:SearchDatabasesforArticles.............................................................................................27
STEP10:Sortyourreferences........................................................................................................29
STEP11:CreateaQuickBibliography.............................................................................................30
STEP12:Generateareport............................................................................................................31
Section3:Zotero&Word-Citations&ReferenceLists..........................................32
STEP13:UseZoterotoinsertcitationsintoaWorddocument.....................................................33
STEP14.1:Author/sinsentence–dateinbrackets(SuppressAuthor).........................................37
STEP14.2:Twoormorecitations(multiple)..................................................................................38
STEP14.3:Suffixadded–pagenumber.........................................................................................39
STEP14.4:Prefixandsuffixadded..................................................................................................41
STEP15:Createareferencelistfromyourcitations......................................................................42
Section4:Backingup,Syncing&Importing/Exporting...........................................44
STEP16:BackupyourZoterolibrary..............................................................................................45
STEP17:Syncyourlibraryonline....................................................................................................47
STEP18:Import&ExportReferences............................................................................................48
Section5:FurtherFeatures&Functions.................................................................49
STEP19:CreateaReferenceItemManually..................................................................................50
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STEP20:AddingCitationStyleAPA6thSingleSpace......................................................................52
STEP21:Attachapdffiletoareference........................................................................................54
STEP22:ViewScreencastTutorials................................................................................................55
STEP23:ZOTEROFAQ.....................................................................................................................56
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Howtousethisself-pacedworkbook
Workthroughthestepsintheordertheyarepresented.Workatyourownpace.TutorswillbeavailabletooffersupportasneededduringFacultyworkshops.Youarenotexpectedtocompleteallthestepsintheworkshop.TheaimoftheworkshopistogetyouupandrunningwithZotero.Youcanthencontinuetoworkthroughthestepsinyourowntime.
FurtherSupport
TheFacultyofEducationLibraryteamareabletooffer1-to-1helpandadvicefortheuseofZoteroonbothWindowsandMacoperatingsystems.Justpopintothelibrary,call(01223767700)oremaillibrary@educ.cam.ac.uktoarrangeatime.
Note
ThisisabasicintroductiontoZotero.Forfullguidance,supportforums,uptodateinformationandscreencastsofhowtousekeyfeatures,includinglinkstoZoteroonTwitterandFacebook,westronglyrecommendyouconsultthedevelopers’pages:
http://www.Zotero.org/http://www.Zotero.org/support/quick_start_guide
TheKnowledgeBaseisalsoanexcellentresource:
http://www.Zotero.org/support/kbZoteroisconstantlybeingimprovedandupdatedsocertaininformation/screengrabsetc.inthisworkbookcouldgooutofdate.AlwaysconsulttheZoterowebsiteforthemostup-to-dateandauthoritativeinformation.ThisworkbookisalsobasedonusingZoterowithFirefoxonWindowsPCcomputersusingMicrosoftWord2010.Whilemostofthefeatures/instructionsaresimilaronAppleMacintoshsystems,forfullguidancepleaseconsulttheZoterowebsite.ToaccesscontextualmenusonaMac(right-clickonaPCmouse):holddownCTRLkey+thenclickwithmouse:http://www.wikihow.com/Right-Click-on-a-Mac
Acknowledgments
FullacknowledgementsgototheZoterodevelopersandtheirexcellentonlineguides.ManythankstoHazelAlexander(LibraryTeam).Also,LaurenKendrick,RosemaryDeaneyandZsoltLaviczaforconstructivefeedback/inputonpreviousversionsofthisworkbook.ThanksalsotoRosemaryRuddoftheUniversityComputingServiceforsharingtheUCSself-pacedguidewhichprovedhelpful.
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Why use Zotero?
Zoteroisafreetoolwhichyoucanuse:
• torecordreferencesmanuallyandfromonlinesearches;
• to build up a library as you search online, store references on your computer ANDsynchronisethemonlinewithafreeZoteroaccount;
• tocreatebibliographiesquicklyandeasily;
• totagandsearchreferences,storeabstractsandnotesonyourreadings;
• to compile reference lists for your course essays and thesis automatically - Zotero isdesignedtoworkinconjunctionwithWordandwithOpenOffice.
Zoterowillsaveyouhoursoftypingoutreferences!
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Section 1: Installing the software/Basic Features
Steps1–8
Completed
1.DownloadandinstallZotero !
2.DownloadandinstallZoteroBrowserConnector !
3.DownloadandinstalltheWordplug-in !
4.TakeaquicktourofZotero !
5.SetZotero’sPreferences !
6.Left-handColumn:Createacollection !
7.MiddleColumn:Findandstorereferences !
8.RightColumn:Check&editindividualreferences !
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STEP1:Download&installZotero
1. NB: If you are using a Faculty computer please follow these instructions (thanks to theLibraryteam!)&anyotherinstructionsgivenintheworkshop.Pleaseensureyouhaveanyotherprogrammese.g.WordCLOSED
" Apop-upwindowmayask ifyouwantto install theWordplug in forLibreOffice– ignorethis.
2. If you are working on your personal computer, open either Firefox, Chrome or SafaribrowserandgototheZoterohomepage:
http://www.Zotero.org/
NBZoterodoesNOTworkwithMicrosoftEdgeorInternetExplorer!
3. Clickthe'DownloadNow'button:
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4. FindandclickthedownloadlinkforZoterodependingonyourcomputerplatform:
5. Click‘yes’or‘allow’foranyboxesthatpopupduringtheinstallation.
6. When Zotero is installed, you'll see it in your computer start menu/on your computerdesktop.Youcan‘pin’ittoyourstartmenuand‘taskbar’(bottomofthescreen)toaccessitquicklyinfuture.
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STEP2:InstalltheZoteroConnectorforyourBrowser
" On the Faculty computer or your own laptop: from either the Firefox, Chrome or Safaribrowser,gototheZoterodownloadpage:
http://www.Zotero.org/
NBMakesureyouareNOTusingtheEdge/InternetExplorerBrowser!
" Installtheconnectorforwhicheverbrowseryouareusing.NBthereisnoconnectorforInternetExplorer.Click‘yes’or‘allow’foranyboxesthatpopupduringtheinstallation.
o Theconnectorwillappearasatinyiconinyourbrowsertoolbaratthetopofthescreen
o TheconnectorwillallowyourbrowsertosavecitationstoyourZoterolibrary
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STEP3:ChecktheWordplug-in
1. ForZotero5.0,thewordprocessorpluginsarebundledwithZoteroandshouldhavebeen
installedautomaticallywhenyoufirststartedZotero.
2. OpenZoterothenOpenWord.Ifyouseethisrowoficons(orsimilar)inyourtoolbarthe
plug-inisinstalledcorrectly:
Olderversionsmaylookasfollows:
o TheseiconsallowyoutomanageZoteroreferencesinyourMicrosoftWorddocuments.
o IfyoudonotseetheZoterotoolbar:
# ensureyouhaveclicked‘enablecontent’ifthisappearsinthebanneratthetop
ofyourWorddocument
# trycheckingthe“TemplatesandAdd-ins”windowinWord:
• clickonthe‘insert’tabintheWordtoolbar
• clickonthedownarrownextto‘MyAdd-ins’thenselect‘ManageOther
Add-ins’tocheckthatZoteroislisted.
3. Ifyoustillcan’tseetheplug-inchecktheZoterowordprocessorplugintroubleshooting
page:https://www.zotero.org/support/word_processor_plugin_troubleshooting
MakesureyoudonothaveWordopenifyouareinstallingthepluginmanually.
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STEP4:TakeaquicktourofZotero
TheZoteroColumns&Icons
" FamiliariseyourselfwithZotero’s3maincolumns.NByourlibrarywillbeblanksinceatthemomentyoudonothaveanyreferencesinit.Thisisascreenshotfromalibrarywhichcontainsreferences.
" Moveyourmouseoverthevariousiconstofindoutwhattheydo.
Collectionsofreferencesinyourlibrary
Listofyourreferences
Detailedrecordforeachreference
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" Clickingonsomeiconswillrevealdrop-downmenus
" Youdon’tneedtoknowallofthefeaturesandfunctionsindicatedbytheseiconstostartusingZotero.
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STEP5:SetZotero’sPreferences
Beforeyoustartgatheringreferences,setZotero’sPreferences.5minutesspentonthiswillsaveyoutimelater...
1. Clickon‘Edit’inthemenu(orZoteroforMac)andselectPreferencesfromthedrop-downmenu:
ThiswillopenupthePreferencesBoxandMenu:
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2. Therearetabsforsettingvariouspreferences:
• General• Sync• Search• Export• Cite• Advanced
SomeoftheseareforuserswithadvancedknowledgeandexperienceofZotero.Werecommendyoudonotmakeanychangeshereunlessyoufullyunderstandwhatyouaredoing(e.g.baseduponadvicefromtheZoterowebsiteorforums).ForthisintroductiontoZotero,werecommendyouapplythefollowingsettings:
• User-Interface:yourchoiceforhowyouwishZoterotoappear.Youwillneedtocloseandre-startZoteroforanychangestomakeeffect.
• Miscellaneous:$tickallboxesandmakesureyouclickUpdateNow
• Groups:$tickallboxes
• Leavethisalonefornow–returntoitwhenyouhavereadmoreaboutcreatingafreeZoteroaccountsothatyoucansynchroniseyourlibraryonline.NBSyncisoptional–youdonotneedtosynctouseZotero.
• Lateryoucanclickon‘aboutsyncing’and‘aboutfilesyncing’toreadmoreontheZoterowebsite(anewwindowinyourbrowserwillopenup).
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Click‘Checkforinstaller’
Onceinstalled,thissectionwillsay‘isinstalled’
Thiswillenableyoutosearchforthecontentof
savedPDFs.
Defaultoutputformat:
Select:AmericanPsychologicalAssociation6thEdition
(APA6thEd.)ThisistheFacultyrecommended
referencingstyle.
ClickOKtosave(Macs:noOK–saveisautomatic)
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• Leavethisfornow–youwillreturntothislaterwhenusingZoterowithWord.
• Leaveallsettingsalone.
• OntheFilesandFolderstab,clickontheShowDataDirectorybutton
o ThisopensupyourZoterosystemfilesstoredwithinyourFirefoxprogramfilesontheHardDriveofyourcomputer.
o Donotattempttoopenanyofthesefiles–ifyoudoyoucouldcorruptyourZoterodatabase!
o ThisbuttonwillcomeinusefullaterinStep16whenyoulearnhowtobackupyourZoterolibrary.
o ClosethewindowthatopenedupandclosetheZoteroPreferenceswindow.
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STEP6:Left-handcolumn:createacollection
Theleft-handcolumn
" Allreferencesarecontainedwithin‘MyLibrary’
" Youcanalsocreatefolders–called‘collections’–foryourreferences
" Createanewcollectionnow
o GotoFileandselectNewCollection
o OrRight-clickonMyLibraryandselectNewCollectionfromthepop-upmenu
o Nameyourcollectione.g.TryingoutZotero
# Itwillappearintheleft-handcolumn.It’semptyfornowbutinalaterstepyouwillstoresomereferenceshere.
o UnfiledItemscontainsitemsyouhavenotyetallocatedtoacollection.
o DuplicateItems=itemsyou’vegot2ormoreduplicaterecordsfor.Veryusefultokeepyourlibraryundercontrol!
o Trash=anyitemsyoudeletegoherebeforeyoufinallydecideto‘emptyTrash’(right-click)
Moreinformationoncollections:
o Newitemsareaddedtothecollectionyouhaveselected.
o Youcanadditemstomultiplecollections.
o Youcancreatesub-collectionswithinafolder.Youcandothisby
o Right-clickinganexistingcollection
o Dragginganddroppingacollectionontoanothercollection
o Re-nameacollection:rightclickonthecollectionandselectre-name.
o Youcandeleteacollection.NBthisdoesnotdeletetheitemsfromZotero:theywillstillbeheldinyourLibraryandothercollections.
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STEP7:MiddleColumn:Find&storereferences
FollowthestepsbelowforaquickdemonstrationofhowZoterocangatherreferencesforyoufromtheUniversityofCambridgeLibrarycatalogues.
" GotoiDiscover:http://idiscover.lib.cam.ac.uk/
" ChooseEducationFacultyLibraryfromthedropdownmenu‘AllLibraries’:
" In Searchour collections type: JeanRudduck (the Faculty’s lateProfessorRudduckwasaworld-leadingscholar–mostnotably inthefieldofpupilvoice).ThissearchwillproducealistofJean’spublicationsheldinourFacultyLibrary:
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" ClickonthefirsttitleImprovinglearningthroughconsultingpupilso Thiswillreveal2results–clickonthefirst(forthebook)
" Fromthefullrecord,copytheISBNwhichislocatedinthe‘Details’section:
" InZotero,selecttheWandOptionandpasteortypeintheISBN:
" Press return/enteron your keyboard. Thiswill bring thedetails of thebook into your Zotero
Library:
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" Nowrepeatand search for the following4publicationsbyProfessorRudduck.Tip: you canaddawordfromthetitleto‘JeanRudduck’inthesearchboxe.g.
o ThechallengeofYear8:sustainingpupils’engagemento ConsultingPupils:what’sinitforschools?o Transferandtransitionsinthemiddleyearsofschoolingo Developingagenderpolicyinsecondaryschools
" TheitemswillnowappearinyourZoterolibrary!
" NBFacultycomputers:ifforsomereasontheISBNidentifierdoesnotworkandwillnotload
someofthesereferencesintoyourlibrary,donotworry(thisseemstobeaniDiscoverbug):o Trysearchingforbooksinyourtopicarea–seeiftheISBNidentifierworkso Moveontothenextstepinthisworkbook
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STEP8:RightColumn:Check/EditIndividualReferenceInformation
" IntheZoterolibrarymiddlecolumn,clickononereferenceyouhavedownloaded.
" In the Zotero right-hand column you will see all of the information required to produce acitationandadditionalinformation.
" Check through this information to ensure all details are correct and there is no informationomittedoradditionalpunctuatione.g.
" Youcanalsoeditnamesordeleteinformationwhichisnotessential.
YoucanchecktheinformationagainsttheLibrarySearchrecordtoensurethatthecorrectinformationhasbeensavedtoZotero.
Clickonalabelwithanarrowtochangetherelationship. Clickontexttoedit.
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" Toeditatitle(ifnecessary)clickonthetitletextandatextboxwillappear:
o Make your changes. In this example, we delete the forward slash (/) and theauthors’names.
o Toclosethetextbox,clickanywhereinthereferenceentryintherighthandcolumn(anywhereotherthanthetitle).Youreditissaved.
" Take amoment to look through the information you can store about each reference in theright-handcolumn:
o Item Type: click on this to reveal a drop downmenu (handy for when youmanuallycreateareference)
o Author:clickheretorevealadropdownmenu(handyforwhenyouneedtouse‘editor’etc.)
o Abstract:youcantypeorcopyandpastetextintothissection
o NotesTab:Youcantypeorpastetexthere.Goodforkeepingtrackofyourthoughts,keyquotesetc.
# Click on Notes then Add and type in some text. It will be attached to yourreference–seetheyellow‘post-it’icon.
o TagsTab:Youcantagreferenceswithkeywords.Goodforsearchingquicklythroughalargelibrary.
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o RelatedTab:Youcanusethistolinkrelateditemsfromyourlibrarye.g.abookreviewandabook.
# Youcanonlylinkitemsfromthesamelibrary.
# ClickonRelated andAdd and linkanother reference inyour list to ‘ConsultingPupils’. This is a goodway to remind you of links youwant tomake betweenitems.
KeyPrinciple
CheckingandmanualeditingofdownloadedreferencesisessentialsothatwhenyouuseZoterotomanagecitationsinyouressays/thesisyourreferenceswillappear
correctly.
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Section 2: Searching, Sorting, Creating Bibliographies & Reports
STEPS9–11
Completed
9.SearchaDatabase !
10.Sortyourreferences !
11.Createabibliography !
12.Generateareport !
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STEP9:SearchDatabasesforArticles
Forthemostefficientwaytosearchthedatabasespleaseusethe‘LiteratureSearching’guideontheLibraryMoodleandlookatthe‘Search’tab.Alternatively,youcanbooka1-2-1searchingsessionwithamemberoftheLibraryTeam.
" GotoMoodlewww.vle.cam.ac.uk" Loginandclickon‘FacultyofEducationLibrary’" Clickon‘Articles’inthe‘Lookingfor...’sectionintheleft
column." Selectyourpreferreddatabasetosearch.Forthisexample
wewillbeusingBEI(BritishEducationIndex);thissharesfunctionalitywithPsycINFO.
" Therearetwowaysofaddingitemsfromadatabase.o WiththeZoteroConnectorforyourBrowserinstalled,youcanaddmultipleitemsfrom
apageofsearchresults:
" Addingarticlesthiswaywilladdthemtothedatabaserecord.ItwillalsooftenaddtheabstracttoyourZoterorecord.
" TrysearchingtheBEIdatabasenowusingkeywordsforatopicyouareinterestedin.SavesomearticlestoyourZoterolibrary.
2.Selecttheitemsyouwishtoaddtoyourcollection.
1.Clickontheyellowfoldertobringupthelistofitemsonthispage.
3.ClickOKtoadd.
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o ZoteroAddingasinglearticleincludingthePDF
" Whenyouhavefoundanarticleinadatabasethatyouwanttoreadoraddtoyourreferencelist,clickon
...toseewhethertheUniversityhasaccesstothearticle.
" Ifyouhaveaccess,youwillberedirectedtothearticlepage.
" ClickonthePDFdownloadsymbolonthepage.Thearticlewillbeviewableinyourbrowser." YourZoteroConnectormightalsodisplayaPDFicon–clickonthisandyoucansavethePDF
toyourZoterolibrary.
" Tolinkittothearticlereferenceinyourlibrary,draganddropontothearticle(middlepane).
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STEP10:Sortyourreferences
NowthatyouhavesomereferencesinyournewZoterolibrary,learnhowtosortthem.Zoterohasanumberoffeatureswhichhelpyoutoquicklysortandorganiseyourreferences.FollowtheinstructionsbelowtocustomisethemiddlecolumnofyourZoterolibrarybeyondthedefaultsettingsoftitleandauthor/creator.
1.Clickthesmallgrid-likemenuonthetoprightofthemiddlecolumn:
2.Fromthedrop-downmenuchoosetheadditionalcolumnheadingsyou’dliketosetup(Tip:‘dateadded’isveryusefulforhelpingyoutofindrecentadditionstoyourlibrary).
3.Youcannowsortyourlibraryusingthenewheadingsyou’veselected:clickonanyheadinginthemiddlecolumntosorte.g.byyear,author/titlealphabetically(A-Z,Z-A),dateaddedetc.
4.Youcanalsocreatefurthercollectionsandsub-collectionstosort/organiseyourreferencesfurtherifyouwish.
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STEP11:CreateaQuickBibliography1.OpenupyourZoterolibrary.
2.Inthemiddlepane:
" selectalltheitemsyouwanttoincludeinyourlist(KeyboardCTRL-A)
" orfornon-contiguous(individual)itemsholddownCTRL(CMDonMac)whileyouclickyourselection.
3.Right-Clickyourmouse(CTRL-ClickonMac)anywhereinyourhighlightedselection
4.Selectthecommand:‘CreateBibliographyfromItems’
5.Selectthecitationstyle,outputmodeandoutputmethodfromthenextdialogbox:
" CitationStyle:selectAPA6th
" OutputMode:selectBibliography
" OutputMethod:selectCopytoClipboardandclickOK
6.OpenWordandcreateanewdocument:
" Paste(KeyboardCTRl+VonPC,CMD+VonMac/)yourZoteroitemsintoit
" Younowhaveabibliographycreatedinseconds.
" Ifanyreferencesaredisplayedincorrectly,rememberyouneedtoeditthembackinZotero(seeSTEP8)thenrepeatthestepsaboveto‘createbibliography’.AnychangesyoumakeinyourZoterorecordswillnowbedisplayed.
" Youcanusethisfeaturetoprintyourbibliography.Tip:printouthardcopiesofyourZoterobibliographyperiodicallyasanextraback-up(usefulifyourcomputerbreaksdown,harddrivefailsetc).
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STEP12:Generateareport
The‘GenerateReport’commandisveryuseful:Zoterowillgenerateareportofallselecteditemsinyourlibrary,includinganynotesyouhaveattachedtoindividualreferences(seeSTEP8).Thereportcanbesavedasawebpageand/orprintedout.Thiscanbeveryusefultosupportwritingupliteraturereviewsorsharingreferenceswitharesearchteametc.
1.OpenyourZoterolibrary.
2.Inthemiddlepane:" selectalltheitemsyouwanttoincludeinyourlist(Keyboard:CTRL-A)" orfornon-contiguousitemsholddownCTRL(CMDonMac)whileyouclickyour
selection.
3.Right-Clickyourmouseanywhereinyourhighlightedselectiontorevealthedrop-downmenu.
4.Selectthecommand:‘GenerateReportfromItems’
5.Zoterowillnow‘generate’areportforyouinanewwindow.Eachitemyouhaveselectedwillbedisplayed,alongwithanynotesortagsyouhaveattachedtotheitems.Youcansavethisreportasawebpageortext:
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Section 3: Zotero & Word - Citations & Reference Lists
STEPS13-15
Completed
13.UseZoterotoinsertafullcitationintoadocument !
14.OtherCitationTypes:
1. Author/sinsentence–dateinbrackets(SuppressAuthor)!
2. Twoormorecitations(multiple) !
3. Suffixadded–pagenumber !
4. Prefixandsuffixadded !
15.Createareferencelistfromyourcitations !
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STEP13:UseZoterotoinsertcitationsintoaWorddocument
Youwillbeexpectedtocitetextsyoureadandcompileareferencelistofthesecitationsinyourcourseassignments(essaysandthesis).InthissectionyouwilllearnhowtheZoteroWordplug-incanhelpyouwiththistask.Youwilllearnhowto:
• insertdifferentkindsofcitationsintoapreparedWorddocumentforyoutopractiseusingyourZoterolibrary;
• createareferencelistfollowingthereferencestyleAPA6th(asrecommendedbytheFaculty)fromthecitationsatoneclickofabutton(savingyouhoursoftyping!)
Beforestartingmakesure:
• youhaveinstalledtheWordplug-in(Step3)andyourZoterolibraryisopen
• youhavetypedsomesentencesorashortparagraphonyourresearchtopic–ashortpieceofwritingyoucanputsomecitationsinto.
1.Beforeyoustart:SortedandClassicdialogs
" Zoterogivesyou2waystoinsertcitationsfromyourZoterolibraryintoaWordDocument.You
canchoosebetween:SorteddialogORClassicdialog.Thedefaultmodeis‘sorteddialog’.
" ThisguidewillinstructyouonhowtousetheSorteddialog.YoucantrytheClassicdialogby
yourselflateranddecidewhichyouprefer.
" YoucansetyourpreferencetotheclassicbyaccessingtheCitetabinZotero’sPreferences–
seeSTEP5–andcheckingthebox:
" TIP:ifyouexperienceproblemswiththedefault‘sorted’dialog,switchtotheClassicdialog.
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2.InsertingCitationswiththeSortedDialog(theBubble)
" MakesureyouhaveinstalledtheWordplug-in(seeSTEP3).OpenZotero.
" OpenWord.Checkthetoolbar:YoushouldseearowofZoteroicons.InWord2007,2010and
latertheyappearinAdd-Ins:
ThesebuttonsallowyoutomanageZoterocitationsinyourWorddocuments.
o Ifyoudonotseethem,trycheckingthe“TemplatesandAdd-ins”window.# Select“Tools”fromthedropdownmenuatthetopofyourscreen,pulldownto
“TemplatesandAdd-ins,”andmakesurethattheboxforZotero.dotischecked.o Ifyouseeawarningmessage(upperleftbelowthemainmenu)thatmacroshavebeendisabled,
clickOptionsandenablethesetopermittheZoteroadd-intowork.
" ToinsertareferencefromyourZoterolibrary,ClickthefirstbuttonontheZoterotoolbar:“ZoteroAdd/EditCitation”
" TheDocumentPreferenceswindowwillopen.ChooseAPA6thEditionCitationStylefromthelistandclickOK.
o Ifyouwouldliketouseasingle-spacedstyleseeStep20tolearnhowtoinstallit.
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" TheZoteroBubbleappears:
" SearchforyourreferencebytypinginthisBubble.Youcansearchyourlibrarybyauthoranddateortypeinwordsfromthetitlee.g.Rudduck1994
" or‘developingagenderpolicy’:
" Chooseareferencefromyourlibrary.Clickonceonthetitleandthecorrectreferencewillappearinthebubble:
" Pressreturnonyourkeyboardtoinsertthecitationintoyourdocument.Itshouldappearasfollowsinyourtext:
" Youcantellyourcitationis‘live’(linkedtoZotero)byplacingthecursorwithinit–itwillthenappear‘greyedout’asintheaboveexample.
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" MovetoSTEPS14.1–14.4topractiseinsertingandeditingcitationsinyourdocument,repeatingtheabovebasicstepswithreferencesofyourchoicethatyouhavedownloaded.Youwilllearnhowtoinsertandedit4moretypesofcitations:
o Author/sinsentence–dateinbracketse.g.Rudduck&McIntyre(2007)
o Twoormorecitationse.g.(Rudduck,1976;Rudduck&Flutter,2004)
o Suffixadded–pagenumbere.g.(Rudduck,1976,p.23)
o Prefixandsuffixaddede.g.(seeFlutter&Rudduck,2004,fordetails)
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STEP14.1:Author/sinsentence–dateinbrackets(SuppressAuthor)
" ForSTEP12youusedZoterotoinsertafullcitationwithinbracketsi.e.acitationcontainingAuthor+Datee.g.
...pupils’progressbetweentheagesof7and14(Rudduck,1994).
" Ifyounametheauthor/sinyoursentencethenyouneedtosuppresstheauthor/sname/sinyourcitatione.g.
Villarreal(2008)callsthistransitiontheshiftfrom...
RuthvenandHennessy(2002)offeredamodelof...
ZoteromakesthiseasytodoviatheeditbuttonontheZoterotoolbarwithinWord.
" InsertacitationfollowingthesamestepsyoutookinSTEP12soitfirstlookslikethis:
AsmentionedbyRudduck&McIntyre(Rudduck&McIntyre2007)...
" Placeyourcursorwithinthebracketsofthiscitationtoeditit.
" ClicktheeditbuttonontheZoterotoolbarwithinWord
" ClickonthecitationwhenitappearsintheBubbledialog.Thiswillopenaboxwhereyoucanedityourcitation.Forthisstep,checktheboxSuppressAuthor:
" Pressreturntwiceandyourcitationwillnowappearasdateonlye.g.(2007).
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STEP14.2:Twoormorecitations(multiple)
" Sometimesyouwillwanttosupportorillustrateapointwithtwoormorecitationsi.e.multiplecitationse.g.
...andthepost-transferperiod(Galtonetal,2003;Rudduck&Flutter,2004).
" ReturntoyourWordDocument.FollowthestepsyoulearntinSTEP12toinsertacitation.
However,donotpressRETURNonyourkeyboarduntilyouhaveselectedthetwocitationsyouneed.
" Clickon‘insertcitation’ontheZoterotoolbar.
" SearchforacitationintheZoterobubbleandclickonceinthedrop-downlisttoselectit:
" Afterselectingthefirstitem,don’tpressreturn.Typetheauthor,title,oryearofthesecondcitationyouwanttoselect.
" NowpressRETURNtwiceonyourkeyboardtoinsertyourmultiplecitationsinyourdocument.Yourcitationswillnowappearwithinbracketsandcorrectlyseparatedbysemi-colons:
(Galton,Gray&Rudduck,2003;Rudduck&Flutter,2004)
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STEP14.3:Suffixadded–pagenumber
" Ifyouquotefromasource,youmustprovidethepagenumberasasuffixalongwithauthor+dateinyourcitatione.g.
...betweenyearswithinthesameschool(Galton,Gray&Rudduck,2003,p.23).
" ReturntoyourWorddocumentandinsertacitation(followstepsforSTEP13).Onceinserted,placethecursorwithinthecitation.Thecitationwillappearhighlightedingrey:
" ClickontheEditbuttonontheWordZoterotool-bartorevealtheZoteroBubble:
" Clickonthecitationwithinthebubbletorevealtheeditingbox:
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" Typeapagenumberintothefirstbox.YouwillseethenumberappearinthecitationintheBubble:
" PressReturntwiceonyourkeyboard.
" Yourcitationwillnowappearinyourdocumentwithpagenumberaddede.g.
(Galton,Gray&Rudduck,2003,p.23)
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STEP14.4:Prefixandsuffixadded
" YoucanusetheEditfunctiontoaddfurtherdetailstoyourcitationsasappropriatee.g.prefixesandsuffixes:
(seeCooper&McIntyre,1996fordetails)
" ReturntoyourWordDocument.
" UseZoterotoaddanothercitationtoyourparagraphe.g.
Practiceinmorethan50schoolsisdescribedandanalysed(seeFlutter&Rudduck,2004,fordetails).
" Onceinserted,placethecursorwithinthecitation.
" ClickontheEditbuttonontheWordZoterotool-bartorevealtheZoterobubble.
" Clickonthecitationtorevealtheeditdialogbox.Addprefixandsuffixdetails(copythisexample):
" PressReturntwiceonthekeyboard.
" Youwillnowseeyourcitationwithprefixandsuffixdetailsaddede.g.
(seeFlutter&Rudduck,2004fordetails)
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STEP15:Createareferencelistfromyourcitations
" Younowhaveanumberofcitationsinyourdocument.Zoterocanquicklycreateareferencelistattheendofyourdocumentcompiledfromthesecitations.
" ReturntoyourWordDocument.
" Attheendofyourdocument,typeintheheadingReferences
" Placethecursorbelowthisheading(onthenextline).
" ClicktheAdd/EditorInsertBibliographyiconontheZoterotool-barinWord:
" WatchasZoteroquicklycreatesalist(inalphabeticalorder)compiledfromallthecitationsinyourdocument.Imaginethisisoneofyourcourseessaysoryourthesis!
" Zoterowillupdatethislistasyouaddmorecitationstoyourdocument.Tryaddingsomemorecitationsnow.ClicktherefreshiconintheZoterotoolbartoupdateyourlist.
" NB:Ifanyofthereferencesinthelistappearincorrect,havemissingorunwantedextrapunctuation/informationorstrangesymbols,youwillneedtoreturntoeditthemwithinyourZoterolibrary(seeSTEP8).
o Anychangesyoumaketotheoriginalreferenceshere(intheright-handcolumnofZotero)willappearwhenyourefreshyourreferencelistbackinyourWorddocument.
o A!symbolinyourWordreferenceslistisduetoanextra/unwantedspacebackintheoriginalreferenceentrywithinZotero:deletethespacetogetridofthesymbol.
o NB:whenyougenerateabibliographyinWordusingAPA6thasyouroutputstyle,displayedreferencesautomaticallyincludeaDOInumber(ifavailable).Youdonotneedtodeletethisinformation.
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" Torefreshyourreferencelistinordertoupdatechangesyou’vemadeinyourZoterolibrary,clickontherefreshbuttonontheZoterotool-barinWord:
" Yourreferencelistinyourdocumentwillnowreflectyourchanges.
RememberwhenworkinginWordtoperiodically
saveyourwork!Alsocheckyourpunctuationafter
inserting/editingcitations!
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Section 4: Backing up, Syncing & Importing/Exporting
STEPS15–17
Completed
16.BackupyourZoteroLibrary !
17.Syncyourlibraryonline !
18.Import&ExportReferences !
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STEP16:BackupyourZoterolibrary
WestronglyadviseyoutolearnhowtobackupyourZoteroLibrary.Ifyourcomputerbreaksdownyouwillloseallyourworkifyouhaven’tgotaback-upplan.UsethefollowinginformationtobackupyourZoterolibrarytoanexternalharddrive/USBmemorystick.
" First,locateyourZoteroLibrary,i.e.thedatadirectoryonyourcomputer’sharddiskwhereZoterostoresallyourreferences:gotoZoteroPreferences–AdvancedTab(seeSTEP5).
" ClickonthetabFilesandFolders,thenthebutton‘ShowDataDirectory’
" NowyoucanseetheDataDirectory.NB:donotattempttoopenanyofthesefiles/folders!They
arenotmeanttobeopened.
" BeforeyouproceedtocopyfromtheDataDirectory,closeyourbrowser.Thisisessentialtoavoiderrors/corruptingfiles.ButkeepthewindowdisplayingyourDataDirectoryopen.
" Pluginanexternalstoragedevicetoyourcomputere.g.aUSBthumbdrive/memorystick.
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" Createanewfolderonyourstoragedevicee.g.‘MyZoteroBackupOctober2017’." CopythefilesinyourZoteroDataDirectorytothenewfolderonyourstoragedevice." Younowhaveabackupofyourlibrary.IfsomethinggoeswrongyoucanrestoreyourZotero
libraryfromthisbackup." ForamoredetailedstepbystepillustratedguidetobackingupZoterosee
http://libguides.northwestern.edu/content.php?pid=68444&sid=676064
Forthefullguideonbackingupandrestoringyourlibraryvisit:
http://www.Zotero.org/support/Zotero_data#backing_up_your_Zotero_library
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STEP17:Syncyourlibraryonline
• Zoteroallowsyouto‘sync’i.e.synchroniseyourlibraryonyourcomputerwithstoragespaceprovidedbyZoteroonline.
o ThismeansyoucanaccessyourZoterolibraryfromanycomputer.o Zoterohastwokindsofsyncing:
# DataSyncing(free,nostoragelimit)• Libraryitems,notes,links,tags–everythingexceptattachmentfiles
# FileSyncing(300mbfreewithlargerstorageplansavailableforpurchase)• Syncsattachedfiles(PDFs,audioandvideofiles,imagesetc).
• Youcanalsoshareyourlibrary–greatforcollaborativeresearchgroups!
• NB–youdonotneedtosyncyourlibraryonlinetouseZoteroonyourcomputer.
• Forfullupdateddetailsonhowto‘sync’:http://www.Zotero.org/support/sync
• ImportantadvicefromtheZoterodevelopers(ouremphasis)
o “WestronglyrecommendthatyouregularlybackupyourZoterolibrary.Syncingisnotagoodsubstituteforbackingup:theZoteroserveronlystoresthemostrecentversionofyourlibrary,andittakesjustasingle(possiblyautomatic)synctochangetheservercopy.”
https://www.zotero.org/support/zotero_data
o Ifyouaccidentallydeletesomethingyoudidn’tmeanto,orcorruptyourdatainsomeway,theproblematicchangeswilloverwritetheremotecopy.
WethereforestronglyadviseyoutokeepbackupsonmemorysticksorCDsinadditiontousingsync,orarrangeasystemtobackupyourentireharddiskautomatically.
• Consultthefollowingforadviceontroubleshootingsync:
http://www.Zotero.org/support/kb/sync_reset_options
Makesureyouunderstandwhichwayyourfileswillbecopiedsothatthereisnodangerofover-writingyourlatestversion.
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STEP18:Import&ExportReferencesYoucantransferyourZoterolibraryorasub-collectionwithinyourmainlibraryusingthe‘export’and‘import’functions.
" Right-click(CTRL-clickonMac)onthecollectionyouwanttoexport.InthedialogboxyoucanselecteitherRISorZoteroRDFFormat.
" Savetoyourcomputer.
" Copytheexportedfile/stoaUSBdriveandthencopytoanothercomputer.
" FromZoteroonthe2ndcomputer,clickonFileinthemainmenuandselect‘Import’.
" Selectthefileyouhavejustcopiedoverandopenit.
" Zoterowillnowimportthesereferencesintoyourlibraryonyour2ndPC.Thelibraryfoldernamewillbe‘Imported’plusthedate.Youcanrenamethisasyouwish(right-clickonfolderand‘renamecollection’).
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Section 5: Further Features & Functions
Steps19–23
Completed
19.Createareferencemanually !
20.AddingCitationStyleAPA6thSingleSpace !
21.AttachaPDFfiletoareference !
22.Viewscreencasttutorials !
23.ZOTEROFAQ !
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STEP19:CreateaReferenceItemManually " Theeasiestwaytocollectreferencesistoimportthemfromonlinesources.Forsomekindsof
materialthismaynotbepossible.InsuchcasesZoteroallowsyoutocreatenewreferencesmanually.
" Zoterowillformatyournewitemcorrectlyifyoupicktherighttypeofdocumente.g.book,booksection[chapter],orjournalarticleasdifferentkindsofdocumenthavetobesetoutdifferentlyinyourbibliography.
" InthisstepyouwillcreateareferenceforColinRobson’sbookRealWorldResearchpublishedin2006inOxfordbyBlackwell.
" ClickthegreenplusiconintheZoteromenubar.Adropdownalistofpossibletypesofreferencewillappear.RealWorldResearchisaBook,soselectthat.
" Nowlookintheright-handpane.Youwillseeacorrespondingblankiteminthelibrarylisting.
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" ClicktheTitlefieldandtypein:RealWorldResearch.
" PressTab(onyourkeyboard)toskiptothenextfield:Author
" EntertheAuthor’sname.Presstabtogetfromthelastnameslottofirstname:
" Continuefillingintheslotsforwhichyouhaveinformation:PlaceandPublisherandDate.
" Don’tworryifsomehavetobeleftblank:Zoteroprovidesfieldsformosteventualitiesandnoteveryreferencewillusethemall.
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STEP20:AddingCitationStyleAPA6thSingleSpaceIfyouprefertohaveyourreferencelistattheendofyouressays/thesissingleratherthandouble-spaced,youcaninstalltheAPA6thSingleSpacecitationstyle.
" OpenZoteroandgotoCiteinthePreferences.SelectthetabStyles:
" ClickonGetadditionalstyles...
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" Thiswillopenupanewwindow.
" Put‘apa’intheStyleSearchboxandclickonAPA6th(single-spacedbibliography)
" APAsingle-spacedwillnowbeavailableinCite–Styles–StyleManagerinyourZoteroPreferences.
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STEP21:Attachapdffiletoareference
Zoteroallowsyoutoattachadownloadedfiletoareferenceinyourlibrary.TocompletethisyouwillneedtohavesomePDFfilesonyourcomputer.Ifyoudon’thaveany,gotoanonlinejournalanddownloadaPDFfileofanarticleyouareinterestedinreading.
" LookatthemenubaratthetopoftheZoteropane.Roughlyatthecentre,you'llseeapaperclipicon.
" Clickonareferenceinyourlibrary(middlepane)andthenthepaperclip:fromthepopdownmenuselect“attachstoredcopyoffile”.
" BrowsetoyourdocumentsfolderandselectaPDFthatyouhavesavede.g.apaperdownloadedfromajournal.
" ClickOpen.
" ClickthesmallplussignorarrowbesidethereferenceinZotero:youwillseeapdficonattachedtothereferencedata.
" YourdownloadedPDFhasbeencopiedtoyourZoteroDatadirectory.
" Right-click(CTRL-clickonMac)thePDFlinkinZoteroandchoose“RenameFilefromParentMetadata”togivethePDFamoremeaningfulname.
" TolearnhowtoretrievePDFmetadatafromPDFsyouhavedownloadedfromjournals,seethescreencastfromtheZoterowebsite:http://www.Zotero.org/support/screencast_tutorials
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STEP22:ViewScreencastTutorialsZoterohasmanymoreusefulfeatures.Forexample:
• HighlightingandAnnotation
• Creatingitemsfromwebpages
• Notes
• Timeline
• RetrievemetadatafromPDF
" LearnmoreabouthowtousethesefeaturesbywatchingtheseexcellentscreencastsontheZoterowebsite:
" Accessthescreencastshere:
http://www.Zotero.org/support/screencast_tutorials
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STEP23:ZOTEROFAQ ForfullFAQgotothedevelopers’siteat:
http://www.Zotero.org/support/frequently_asked_questionsAllkeyquestionswiththelatestinformationareansweredonthissite.
1.Transferring/copyingreferencesusingtheExportandImportfunctions
YoucantransferyourZoterolibraryorasub-collectionwithinyourmainlibraryusingthe‘Export’and‘Import’functions.
" Right-click(CTRL-clickonMac)onthecollectionyouwanttoexport.InthedialogboxyoucanselecteitherRISorZoteroRDFFormat.
" Savetoyourcomputer." Copytheexportedfile/stoaUSBdriveandthencopytoanothercomputer." FromZoteroonthe2ndcomputer,clickonthegearwheelinthetoolbarandselect‘Import’." Selectthefileyouhavejustcopiedoverandopenit." Zoterowillnowimportthesereferencesintoyourlibraryonyour2ndPC.Thelibraryfolder
namewillbe‘Imported’plusthedate.Youcanrenamethisasyouwish(right-clickonfolderand‘renamecollection’).
3.MyschoolITDept/workaregoingtoupgrademyschool/worklaptopsystem.WhatshouldIdo?
%ReinstallingyoursystemsoftwareorupgradingtonewsoftwarewillWIPEYOUR
ZOTEROLIBRARYFROMYOURHARDDRIVE.&
o Makesureyouhavebackedupyourlibrary(seeSTEP15)ontoaUSBpendrive/anothercomputerbeforeyourlaptopisserviced.Youcanthenreinstallit.
o Alsogenerateareport(STEP12)ando Printyourbibliography(STEP11)toensureyouhaveapaper/hardcopybackupofyour
libraryandattachednotes.Ifdisasterstrikes,youcanscanthisbackintoaPCusingscanning/opticalcharacterrecognition(OCR)software.
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4.Whywon’tZoterodownloadreferencesfromsomedatabasescorrectly?Whatistheproblem?
Alsoseeinformationaboutmanuallycorrectingrecords.Anexampleofthisproblemiswhenanauthorisassignedasa‘contributor’etc.Thisisanissuewithsomethingcalled‘translators’.Zoteroissetupto‘scrape’alltheinformationitcanfromalibraryrecord.ThewaythelibraryrecordsaresetupinthedatabasedeterminehowZoterowillrecordthedetails.Annoyingasthisissueis,itisstillquickertodosomeeditinginZoterothanmanuallyenteringallyourreferencesfromscratch.Forfurtherinformationortoaskthedevelopersquestions,checkouttheextensiveZoterosupportForums!
https://forums.zotero.org/
5.IsZoterocompatiblewithEndNote?
ZoterolibrariescanbeexportedandimportedintoEndnote.SimilarlyEndnotelibrariescanbeexportedandimportedintoZotero.Forinstructions,goto:
http://www.Zotero.org/support/kb/importing_records_from_endnote
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6.Youdidn’tanswermyquestion!
TheZoteroforumhttp://forums.zotero.org/isareallyfriendlyplace,andmorethanlikelysomebodywillansweryourquestion!
Also,theFacultyLibraryTeamofferssupportwithZotero,referencingandliteratures earching.
TheFacultyLibraryTeamoffersupport
withZotero,Referencingand
LiteratureSearching.
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Section 6: What else you can do
STEPS24–31.
Completed
24.Areflection !
25.ZotFile !
26.Tagging !
27.Smartsearches !
28.Mypublications !
29.Sharedlibraries !
30.Zutilo !
31.Closingreflection !
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STEP24:Areflection
TheFacultyteachesZoterotoallstudentsonresearch-relatedprogrammes.However,somestudentsdonottakeitup.Thismaybetodowiththefactthat“referencingdoesn’tseemlikeabigdeal”anditisjustaseasytodo“bykeepingthepapersinfolders,andmaintainingthebibliographybyhand”.
PartofthismaybetodowiththemisconceptionthatusingusingZoterojustmeans“havingtotypereferencesintoZotero”ratherthan“typingthemstraightintothethesis”.Ofcourse,ifthatwasit,thenthat’sright:therewouldnotbemuchdifference.However,aboveyoulearnedaboutthebrowserconnector,whichmeansyoudonothavetotypereferencesintoZotero—mostofthetimetheyarrive.Moreover,whileyouknowthereferenceformatforyourthesis,youshouldbethinkingaboutpublishingyourwork,andthismayrequiredifferentformats.Buteventhen,maybeyoujustwanttogetthethesisoutofthewayandthenthinkabouttherestofyouracademiclifethen!
Now,perhapsitwillsurpriseyouthatoneofthepresentauthorsusesZoteroalmosteveryday,andthatthisuseisnotatallaboutreferencesandcitations,butaboutdevelopingandorganisingideas,andgrowingthoseideasintofeasibleresearchprojects.
Asyourownreflection,makealistofpositives,negatives,andinterestingpointsaboutusingZotero.You’llrevisitthislistattheendofthissection.
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STEP25–30
We’lltakeaslightdifferentapproachforthesesteps.You’vealreadyencounteredmanyfeaturesofZotero,andknowyourwayaround.Sowe’llgivefewerinstructions,butneverthelessexpectyoutofollowtheinstructionsinthesteps.
25.ZotFile.VisitandreadtheZotFilesite(http://zotfile.com/).WhatisZotFile?WhatdoesZotFiledo?InstallZotFileintoyourZotero;pickaniteminZoterothathasaPDF,annotatethatPDF,andextracttheannotationswithZotFile.Thisisareallypowerfulfeature,thatyoumustlearn.Ifyouwanttoreadpapersonyourtablet,youcanalsoexplorethe‘sendtotablet’function.
26.Tagging.AnotherpowerfulfeatureofZoteroistheabilitytoaddtags,andthereforeorganisationyouritemsacrossZoterocollections.Locatethe‘tags’tabinZotero(topright).Addatagtoapaper.Wheredoyouseeexistingtags?(Answer:bottomright.)Nowassignakeyboardshortcuttoyourtag,anduseittotagseveralpapers.Doyouseethelittlecolourssquareappear?Helpful,right?
27.Savedsearches.Savedsearchesallowyouto,well,saveasearch.Createanewsavedsearch.Youcansearchformanydifferentattributesofyouritems,butoneofthemostinterestingwaystouseasavedsearchforaspecifictag.Setupasavedsearchforthetagyoucreatedearlier.Observehowitemsappear/disappearfromthesavedsearchasyoutag/untagitems.
28.Mypublications.Followtheinstructionsherehttps://www.zotero.org/support/my_publicationstosetupa‘mypublications’page.Addafewpublications,andsharethepagewithafellowstudent.
29.SharedlibrariesareoneofthemostpowerfulfeaturesofZotero.TheyallowyoutodoeverythingyouhavebeendoingwithZoterosofar,buttodothisinateam.Theyallowyoutocollaborateonliteratureresearch.Theyallowyoutoshareinterestingpapers.Theyallowyoutoshareprogresswithyoursupervisor.Teamup,witheachteamhavingatleastonepersonwhoisalreadyexperiencedinZotero.ThatpersoncreatesanewsharedlibraryontheZoterowebsite(seeinstructionshere:https://www.zotero.org/support/groups),andtheninvitestheotherstothatgroup.Decideonatopicyou’llresearch,andadditemstothesharedlibrary.Itemsshouldsynchroniseautomatically,butsynchronisationcanbespedupbyusingthe‘syncbutton’.
30.Zutilo(https://github.com/willsALMANJ/Zutilo)isanotherreallyhelpfulplugin—ifyoulikekeyboardshortcuts.Installthepluginandexploresomeofthenewkeyboardshortcutstomakeyourlifeeasier.
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STEP31:Closingreflection
Earlieryoumadealistofpositives,negatives,andinterestingpointsaboutusingZotero.It’snowtimetorevisitthislist.Howdoesthelistcomparetowhatyoulearnedintheprevioussteps?Didyoudiscovernewthingsintheprevioussteps?Wasthereanythingthatsurprisedyou?
Seewhetheryouwanttoamendafewpointsonyourlistorwhethercanaddtoyourlist.Thenmeetwithanotherstudentorasmallgroupofstudentstocompareyourlists.Makeanoteofanyquestionsandthenputthosequestionstoourlibrarystaff(ortoanotherpersonknowledgeableaboutZotero).