Reference management workshop
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Reference Management Tools
Jack G. ZhengAssistant Professor, IT Department
Nov 7, 2012
Professional Development Workshop
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Agenda
• Reference management overview
• Tools survey and comparison
• Try Zotero
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Reference Management
• Reference management software, citation management software or personal bibliographic management software – for scholars and authors to use for managing
and creating bibliographic citations (references).
• Why use a software program?– Organizing hundreds and thousands of papers– Dealing with different format requirements from
different journals and conferences– Automatic sorting
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Desired Features
• Must have features– Citation organization (search, sort, filtering, categorization, tag,
etc.)– Editor integration– Easy and flexible formatting/styling– Auto identification and import– Citation export/backup
• Nice to have features– Centralized storage or synchronized– Offline paper copies– Annotation– Collaboration– Literature search
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Tools
• Commercial– EndNote: http://endnote.com/– Mendley: http://www.mendeley.com/– Papers: http://www.mekentosj.com/papers/
• Open source– Zotero: http://www.zotero.org/
• Comparison– http://www.istl.org/11-summer/refereed2.html– http://www.library.wisc.edu/citation-managers/comparison.h
tml– http://www.mendeley.com/compare-mendeley/– http://blogs.plos.org/mfenner/reference-manager-overview/
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A Short Tutorial on Zotero
• Download and install• Search and save from browsers• Organize papers• Insert citation and reference• Style and format• Custom style• Use a web storage service
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Zotero Installation
• Download from http://www.zotero.org/– Current version 3.0
• Downloading and installation Options– Using Firefox?
• Firefox plugin for Firefox (Firefox connector included)• Word processor plugins (Word, LibreOffice)
– Not using Firefox?• Zotero Standalone (editor plugin included)• Zotero Standalone Connectors (for Chrome and Safari)
– Install all of them• Firefox plugin (Firefox connector included)• Zotero Standalone (editor plugins included)
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Basic UI in Firefox
Start Zotero
Auto detection and import icon
Library, collections and tags
References with offline paper copies
Reference details, editable
Tools
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Add Articles
• Manual insertion
• Save from the web– Reference– PDF files– Web page snapshots– Links
New item button
Reference detection and auto import
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Organize References
Instant searching
Searching and filtering
by tags
Add and delete tags for each
item
Use collection and
subcollection for hierarchical categorization You can drag and
drop items to collections. Items can be in multiple
collections.
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Insert into Word
Open the Zotero addin tool bar
Insert a new citations
Start typing - auto completion is on.
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Insert Bibiliography
Insert a bibliography at the end of the
paperA citation is inserted in the body of the paper.
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Choose a Style
• Use the Style Manager to manage styles– Tools Options
• Download style files and add them here.– http://www.zotero
.org/styles/
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Storage
• The database and download files are stored in a local directory
• Working on multiple computers?– Use the Sync function provided by Zotero server.– Use a cloud storage service from DropBox, Google, or
SkyDrive
Use Google Drive (5GB free) for web storage
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Resource
• Quick start guide– http://www.zotero.org/support/quick_start_guide– http://www.zotero.org/support/screencast_tutorials
• Editing citations styles– http://www.zotero.org/support/dev/citation_styles
• Citation Style Language– http://citationstyles.org/styles/
• Citeproc-js CSL processor– https://bitbucket.org/fbennett/citeproc-js/wiki/Home