zotero: hands-on basics€¦ · 39 canada. department of justice. (n.d.). table of private acts,...

A Kwantlen Polytechnic University Library Workshop Chris Burns & Ulrike Kestler June 2012

Zotero Keep track of your citations in a wink

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Workshop goal

To introduce you to some of the features of Zotero so that you can decide whether to use it to organize your bibliographic references

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By the end of the workshop

You will each have a personal Zotero

account and will be able to:

Download and install Zotero

Create folders to store bibliographic info

Add several common types of references to

your folders, both manually and by

downloading info

Generate an APA-formatted bibliography

Sync your account so you can work from any

computer

Advanced topics not covered today

Sorting & searching citations

Transferring citations from EndNote, etc.

Retrieving metadata from PDF‟s

Creating shared accounts

If there‟s time, we will show you how to integrate Zotero into Word

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Citation software

A tool to help you keep track of information

sources and easily generate bibliographies

Allows you to integrate the software with

Word so that you can pull in footnotes and

references from your list of sources

EndNote and RefWorks are best-known;

Kwantlen does not subscribe to these

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Who uses Zotero?

UBC (even though they also offer EndNote and RefWorks)

SFU (even though they also offer RefWorks)

Harvard

Yale

MIT

UCLA

longer list available at: http://www.zotero.org/support/institutions_recommending_zotero

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How does it compare?

See charts comparing features of Endnote,

Refworks, Mendeley and Zotero from:

U Wisconsin-Madison ▪ http://www.library.wisc.edu/citation-managers/comparison.html

MIT ▪ http://libguides.mit.edu/content.php?pid=55486&sid=427307

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Strengths of Zotero

Free

web-based, so available from anywhere

supports group collaboration

integrates with Word

stores (and indexes) PDF‟s and other files

strong user community; lots of help

open source

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Weaknesses of Zotero

Does not work in Internet Explorer (yet)

Works best in Firefox; versions are available

for Safari and Chrome browsers

„Standalone‟ versions available for Mac OS X,

Windows and Linux

data stored on Zotero‟s US servers

doesn‟t work with as many databases

fewer output citation styles

may have more citation errors

Essentials

Works best in Firefox

You only need to create your Zotero

account once

You must install Zotero (once) on each

computer you use

Citations can be stored on local computer

or synced to Zotero server (recommended)

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Installing Zotero: 4 steps

1. Create personal Zotero account

2. Download and install Firefox browser

3. Download and install Zotero software

4. Set up Zotero Preferences to

automatically sync your account (if you wish)

Harvard Video: http://www.zotero.org/support/installation#default_installation_video

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Installation Step 1:

Create a personal Zotero account

Go to www.zotero.org

Click on Register

Complete the form ▪ create a username and password

▪ Zotero will send you a confirmation email

Open email and click on link in confirmation

message ▪ Kwantlen webmail: https://webmail.kwantlen.ca/

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Installation Step 2:

Download latest version of Firefox

http://www.mozilla.org/en-US/firefox/new/

We won‟t be doing this on your computers here

today because it is already installed, plus only

IET can install software on lab computers

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Installation Step 3:

Download Zotero

Open Firefox browser

Go to Zotero home page www.zotero.org

Click on

Allow Firefox to install Zotero

it will be installed as an Add-on program to your

Firefox browser

Restart Firefox

you should see a icon at the bottom-right of

screen

You can also download Word Plugin now -optional

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Installation Step 4:

Set preferences in Zotero Set up Zotero Preferences to “sync”

automatically:

Open Firefox browser

Open Zotero window

▪ click the icon at bottom-right of screen

▪ OR, click on Tools in menu bar, then Zotero

Open Preferences window from gear icon

only more thing to do ...

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Set up Zotero Preferences

Enter your username

and password

Match these settings if

not already set by

default

Click on Sync icon

What am I syncing?

1. Data all of the descriptive information in your

folders including the citation, tags and notes

It does not include any attachments

Unlimited storage

2. Files the attachments in your folders including

PDF‟s and other files in your personal and

group libraries

100 MB free storage; single file max is 4 GB ▪ costs for additional storage

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Why sync?

By syncing to the Zotero server you: can access your folders from any computer

with internet access

automatically save changes ▪ no need to transfer “latest version” between computers

Downside to syncing Zotero server could crash and lose your info

▪ very unlikely, but possible; always back up your work

your account is subject to the US Patriot Act,

which is a potential privacy concern

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Do I have to sync to Zotero’s

server?

No. You can instead:

Use WebDAV storage

Use Portable Firefox on your local computer

Sync with another network folder or

synchronization service like Dropbox

▪ There are mixed messages on the Zotero help forum

about using Dropbox; some people have

encountered problems http://www.zotero.org/support/sync#alternative_syncing_solutions

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10-minute break!

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Overview of the dashboard

See legal-sized handout in your package.

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Adding items to your library

Let‟s add some items to your collection!

First up: a book citation

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Book citations

Downloading from a compatible library catalogue

Click on blue book

icon

Exports citation

information, tags,

URL to record

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Book citations

Add notes, tags, a snapshot or a link

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Book chapter

Manually entering citation info

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Click on item

type to change

to “book

section”, then

add chapter title;

change

contributors to

editors and add

chapter author

Journal article

Many Kwantlen databases allow for direct

exporting to Zotero (handout)

Main ways of exporting an article

Click on Article icon in URL box

Click on Export function; export to RefWorks

most of the times works

Can add notes, tags, attachments

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Journal article

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If PDF does not automatically

attach

Save the pdf on your desktop

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Attach PDF to entry

Click on Attachment icon

Choose „Attach Saved Copy of File‟ and

select your pdf from the desktop

Article from Google Scholar

article

Google Scholar creates a folder with all articles on this screen; click folder

icon to choose which one(s) you want to download into Zotero.

Automatically includes a snapshot of the article 30

Websites

Create new item from current page (if no icon beside URL)

You can

save PDF to

desktop and

attach to

entry

Click icon

to capture

info about

this

webpage

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Website – how to annotate it

Double-click on the snapshot entry

New annotating and highlighting icons are now available

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Create a new folder

Click on New Collection icon

Give folder a title (e.g. PDSS)

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Create subfolders

Right-click on the folder you created

Select New Subcollection

Give subfolder a title

Now you can move any items to any folder

you want 34

Creating a bibliography

Right click on folder to show output options

Click on Create Bibliography from

Collection

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Choose output style

All basic citation

styles included;

many more

available for

download

RTF = for word processor

HTML = to save as web page

Clipboard = to paste into another application

Print = to print immediately

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Save bibliography

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Rough bibliography

The uncorrected bibliography is full of errors. This is mostly

because the information in the entries was not checked and

corrected before creating the bibliography.

Garbage In = Garbage Out

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Canada. Department of Justice. (n.d.). Table of Private Acts, 1867 to December

31, 2008. Justice Laws Web Site. Retrieved December 13, 2010, from

http://laws-lois.justice.gc.ca/eng/TablePrivateActs/index.html

Justice Education Society of BC. (n.d.). Justice Education Society. Retrieved

December 13, 2010, from http://www.justiceeducation.ca/

Law Library of Congress . (2010a, August 20). Legal research guide: China. Law

Library of Congress. Retrieved December 13, 2010, from

http://www.loc.gov/law/help/china.php

Law Library of Congress . (2010b August 20). Foreign and international law. Law

Library of Congress. Retrieved December 13, 2010, from

http://www.loc.gov/law/help/foreign.php

Cleaned up bibliography

Using Zotero with Word if time permits

We downloaded the Zotero Word plugin

earlier. To use it, you need to:

Open Word

Click on „Add-Ins‟ in the menu bar to display

the Zotero custom toolbar

See the Zotero Icons handout for info on each

option, and links to further help

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Using Zotero with Word if time permits

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Backing up your files

Always back-up your Zotero Library!

Although the Library is saved on the Zotero

server (if you sync to the server), you should

keep a back-up copy in case the server

crashes, or some other disaster strikes

Instructions: http://www.zotero.org/support/zotero_data#how_do_i_back_up_my_zoter

o_library

A Word about Copyright

Under the AUCC-Access Copyright Model

Licence signed by Kwantlen, you can save

a digital copy (e.g. PDF) of documents

covered by the Licence on Kwantlen‟s

servers

You can also post these documents on

your course website (a „secure network‟)

It is unclear whether you can save these

documents on a server outside of

Kwantlen, however. Stay tuned! 43

Objectives Met?

You now have a personal Zotero account

and are able to:

Download and install Zotero

Create folders to store bibliographic info

Add several common types of references to

folders, both manually and by downloading info

Generate an APA-formatted bibliography

Sync Zotero account so you can work from any

computer

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Future training

If there is enough interest, the library will

offer a more advanced-level training

session covering:

Integrating Zotero into Word

Sorting and searching collections

Transferring collections from EndNote or

RefWorks

Creating group libraries

Indexing PDF documents 45

Additional resources

Zotero Support http://www.zotero.org/support/

Kwantlen Library Zotero Guide http://www.kwantlen.ca/library/services/Workshops_by_Librarians/

Zotero.html

SFU Library Zotero Guide http://www.lib.sfu.ca/my-library/zotero

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Questions?

Please contact either of us after the

workshop:

Chris Burns

▪ chris.burns@kwantlen.ca

▪ 604-599-3198

Ulrike Kestler

▪ ulrike.kestler@kwantlen.ca

▪ 604-599-3199 (voicemail 9153)