Zotero Keep track of your citations in a wink. A Kwantlen Polytechnic University Library Workshop Chris Burns & Ulrike Kestler June 2012

Transcription

1 Zotero Keep track of your citations in a wink A Kwantlen Polytechnic University Library Workshop Chris Burns & Ulrike Kestler June

2 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 2

3 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 3

4 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 4

5 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 5

6 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: 6

7 How does it compare? See charts comparing features of Endnote, Refworks, Mendeley and Zotero from: U Wisconsin-Madison MIT 7

8 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 8

9 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 9

10 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) 10

11 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: 11

12 Installation Step 1: Create a personal Zotero account Go to Click on Register Complete the form create a username and password Zotero will send you a confirmation Open and click on link in confirmation message Kwantlen webmail: 12

13 Installation Step 2: Download latest version of Firefox 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 13

14 Installation Step 3: Download Zotero Open Firefox browser Go to Zotero home page 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 screen icon at the bottom-right of You can also download Word Plugin now -optional 14

15 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... 15

16 Set up Zotero Preferences Click on Sync icon Enter your username and password Match these settings if not already set by default 16

17 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 17

18 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 18

19 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 19

20 10-minute break! 20

21 Overview of the dashboard See legal-sized handout in your package. 21

22 Adding items to your library Let s add some items to your collection! First up: a book citation 22

23 Book citations Downloading from a compatible library catalogue Click on blue book icon Exports citation information, tags, URL to record 23

24 Book citations Add notes, tags, a snapshot or a link 24

25 Book chapter Manually entering citation info Click on item type to change to book section, then add chapter title; change contributors to editors and add chapter author 25

26 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 26

27 Journal article 27

28 If PDF does not automatically attach Save the pdf on your desktop 28

29 Attach PDF to entry Click on Attachment icon Choose Attach Saved Copy of File and select your pdf from the desktop 29

30 Article from Google Scholar 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. article Automatically includes a snapshot of the article 30

31 Websites Create new item from current page (if no icon beside URL) Click icon to capture info about this webpage You can save PDF to desktop and attach to entry 31

32 Website how to annotate it Double-click on the snapshot entry New annotating and highlighting icons are now available 32

33 Create a new folder Click on New Collection icon Give folder a title (e.g. PDSS) 33

34 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

35 Creating a bibliography Right click on folder to show output options Click on Create Bibliography from Collection 35

36 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 36

37 Save bibliography 37

38 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 38

39 Cleaned up bibliography Canada. Department of Justice. (n.d.). Table of Private Acts, 1867 to December 31, Justice Laws Web Site. Retrieved December 13, 2010, from Justice Education Society of BC. (n.d.). Justice Education Society. Retrieved December 13, 2010, from Law Library of Congress. (2010a, August 20). Legal research guide: China. Law Library of Congress. Retrieved December 13, 2010, from Law Library of Congress. (2010b August 20). Foreign and international law. Law Library of Congress. Retrieved December 13, 2010, from 39

40 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 40

41 Using Zotero with Word if time permits 41

42 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: o_library 42

43 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

44 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 44

45 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

46 Additional resources Zotero Support Kwantlen Library Zotero Guide Zotero.html SFU Library Zotero Guide 46

47 Questions? Please contact either of us after the workshop: Chris Burns Ulrike Kestler (voic 9153) 47