Zotero - A Reference Management and Research Tool

Transcription

1 LATTE RESOURCES - VERSION UPDATED Zotero - A Reference Management and Research Tool CENTRE FOR LEARNING AND TEACHING - AUCKLAND UNIVERSITY OF TECHNOLOGY

2 Preface This document is part of a set of resources created by the Learning and Teaching Technology Enablers (LATTEs) at Auckland University of Technology. The LATTEs are part of the strategies of the Centre for Learning and Teaching to raise the technical literacy of staff and integrate new and emerging technologies successfully within an academic context. These issues are becoming more critical for learning and teaching practice in a digital age. The purpose of these resources are to support the day-to-day tasks you can expect to be completing with your ipad and are based off the most frequent queries and topics we have been providing support for, both in our drop in sessions and workshops. It is our hope that by providing this documentation, you will be able to continue on business as usual with your ipad and feel more confident in using it in more aspects of your work, research and teaching. Even though there is extensive documentation already around the use of the ipad and Apps, the purpose of these documents is to provide the information specific to using your ipad at AUT, and more broadly, in an educational context. In some cases, the document may mention a specific app but please note that for more comprehensive documentation on how to use the app itself, it is more appropriate to refer to the third party documentation, which will be linked as appropriate. In many instances we have referenced products, terms and images which are registered trademarks and copyrighted by third parties. We are in no way claiming ownership of any copyrighted material. It can feel daunting trying to find the best or most appropriate apps for the task you are trying to accomplish, and with increasingly more apps becoming available, it is important to note that the recommendations made in this document are only one of possibly many ways of accomplishing the specific task. What we are providing are suggested workflows, techniques and apps which we have found to be effective. If you are already using something else that works well for you and you feel confident with, by all means continue to do this. Even with the broad range of topics we have aimed to cover, both through the documentation and the FAQ, there is a certain amount of overlap. Further reading and other relevant documents will be linked where appropriate. Please let us know if there are any other topics you wish to see covered. There are many more exciting things you can do with your ipad once you feel confident with these tasks. It is our hope that beyond business as usual, you will be able to find more uses for it in creating engaging classroom activities and enhancing your academic practices. Every care has gone into ensuring this document is cohesive and correct. Apps are frequently updated so every effort will be made to update them as appropriate. If you suspect any errors have been made, please do not hesitate to contact us. For further support, please contact the LATTE team.

3 CHAPTER 1 Basic Start Up Guide Zotero is a cutting edge research and reference management tool that helps collect, organize, cite, and share research. This chapter will allow you to get started with Zotero, starting from the Install and move to a tour of what everything does. The further chapters show you how to use Zotero from the view of what type of work you are doing.

4 SECTION 1 Why do you need Zotero? KEY REASONS ON WHY YOU NEED ZOTERO 1. Zotero brings together all your research into one location, including your research notes. 2. It saves time on referencing when writing papers by essentially doing it for you. 3. It is easily accessed and mobile. 4. It allows for collaboration for easy work on group projects or connecting. 5. It is integrated into online research making it easy to add items to the library for future reference. 6. It is constantly being updated by a team of developers keeping it cutting edge and innovative, adding to the streamline process it develops for research 3

5 SECTION 2 Installation of Zotero 1.Download Zotero: 2.Firefox will ask you to allow the Zotero website to download the extension onto your computer, accept the download. 3.Once downloaded a warning message will show, when the option Install now becomes available, click it. How you install Zotero is dependent on which internet browser/s you use. If you only use Firefox, Zotero can be installed using an add on to Firefox. If you use Google Chrome, Safari or Firefox and either of those browsers. Zotero must be installed as a separate application known as Zotero Standalone. If you use none of these browsers please install one of them with the links provided. If you are working on a Mac, Safari should have come with the computer, as it is a first party app. Chrome Firefox In order to get the most out of Zotero Standalone it is essential you install the Zotero extensions to your browser as well as the standalone application. 4.Once it has completed install it will ask you to restart Firefox. Click Restart Firefox 5.When Firefox reopens you should be directed to the Zotero start page where you will sign up for your free Zotero account otherwise you can click on this link: 6.Once your account is set up, click on the Zotero logo at the bottom of your browser window: 7.Click on the Action... button and to Preferences and to the Sync tab. 8.Enter the username and password you have created for Zotero. You can now start using Zotero. 4

6 1.Download Zotero Standalone: 2. Follow the install instructions as they are slightly different on each system. 3.Then go to page and sign up for your free Zotero account. 4.When it is installed, open the application and fill in your username and password, it will either prompt you for it or go to Preferences under the Actions menu and fill it in the Sync section. 5.Now install the extensions for Google Chrome or Safari: links to all of them are found on this page: 6. It may prompt you to restart your browser, if this is the case restart your browser. 7.The install will now be complete and should be linked to your standalone application. You can now start using Zotero. 5

7 SECTION 3 What does it do? New Collection... Adds a new collection to your library. It brings up a dialogue box, in which you enter the name of your new collection. Actions Gives the options to Import, Import from Clipboard Export Library, Create Timeline, Preferences, Report Errors, Support and Documentation and About Zotero. Add Item by Identifier Gives you a drop down box in which you can type a DOI/ISBN number of an item you wish to add to the library, press enter and it will be added to the library. Add Attachment... Gives the options to Attach Snapshot of current page so that it can be viewed offline and attach link to current page as a child item to the selected item in the library. New Group... Takes you to the Zotero website to set up a group library. You will have to login to the website to create a group. Add Item... Allows you to add items, giving you a menu with a list of the different items you can add, this is how you start a manual entry. New Note Gives you the options to add a Standalone note to the library and add a Childnote to the item you have currently selected. Advanced Search This opens the advanced search panel which allows you to search all of Zotero. Saved Searches can be made here. 6

8 Locate Allows you options to find the pdf or locate an item online. Quick Search This searches the library, by title and author, by all fields or by everything. Sync Syncs your library with your storage choice, either to the Zotero storage or WebDAV. Tag Selector Search Bar This searches for a specific tag rather than the whole list that is above in the tag selector. Actions It includes: deselecting all tags and showing all tags while one is selected. Duplicate Items Shows multiples of items and has the ability to merge them together. Unfiled Items This shows you the items that haven t been placed in a collection.

9 CHAPTER 2 Zotero for the Researcher This chapter shows you the way a researcher can use Zotero to improve or create their workflow. It covers how to get existing research items into Zotero and how to add new items as you are researching, both from online and traditional resources. It will also cover tools that can assist in your research such as notes, timelines and searching within Zotero.

10 SECTION 1 Existing Research They may take a while to appear in the library as Zotero downloads them into its database. When they have appeared, right-click on the selection of PDFs or one single PDF and select Retrieve Metadata. Getting your PDFs into Zotero In order to get your current PDFs of articles into Zotero you simply drag them from the finder window and drop them into the main Zotero library as shown in the image below. NB: If it is your first time retrieving Metadata, Zotero may prompt you to download their PDF plugins, when it give you the option click install. This will then, if there are no errors, give each PDF a parent item which will contain all of the citation information. Common Errors With PDF importation Missing Metadata or Lacking OCR Text 9

11 If there is not Metadata available from the PDF, which occasionally happens, especially with older documents, you will see a cross in the processing box with the reason next to it. The options available to you if this happens are manual entry or attempting to find a reference to it online and retrieving it through the extensions on your web browser. Retrieving online will be covered in the next section New Research. Manual entry requires you to: 1) Right-click on the PDF and choose the option Create a parent item 2) Then fill in the information you have into the Info tab Mistakes in the Referencing Information Occasionally the Retrieving of the Metadata can give a completely different reference to a PDF. It is important to check all of the references to check they are correct. The DOI or ISBN is a number that identifies a document and is found on a book on the publishing information page or on the back of the book (the barcode) and on a hard copy either at the end of the document or in the citation information on the front. They can also be found via Google Scholar and entered using the extensions on your web browser as is explained in the next section New Research. If they are incorrect, manually enter the correct information. Getting Books and Hard Copies into Zotero Books and hard copies are easily found by entering the DOI/ ISBN via the Add Item by Identifier button. 10

12 SECTION 2 New Research Library and Other Databases and Google Scholar When using online research tools such as library databases, article databases and Google Scholar you have the ability to download journal articles to your Zotero with one click of your mouse. For Firefox and Google Chrome users: If the plugin has been installed correctly when on pages that an article, book or other document that can be saved into Zotero icons such as these will appear: The symbol with a page of writing is the symbol for a single journal article, there are different symbols for books, book chapters, newspaper articles, videos, music, etc. but they will all appear in the same location. Clicking this will automatically download the citation of the item and sometimes, if available, the pdf and usually a snapshot of the page from which you got the item. For Safari users: It is the same process but the Zotero icons are found in a different place as shown below. Webpages The folder icon gives you a list of all the items on the page that can be downloaded into your Zotero library, as shown below. To save web pages to Zotero, in order to have access to the information offline, click on the following icon, which is available on some webpages and it saves the page. 11

13 If you are using Zotero for Firefox and the icon is not available. Open the Zotero Panel and click on the Create New Item from Current Page button: Google Chrome and Safari users, at the moment, have only the option to download with the web page icon. Books Books are easily entered into Zotero by two methods: DOI/ ISBN as shown in the Existing Research section and through the browser extensions when found online on a store such as Amazon or in a library database. If you find the book that you wish to have a reference for on Amazon ( a book icon will come up allowing you to download the citation information. The same is true with the AUT Library Website. Other Files Microsoft Documents, Videos, audio and many others can be added as items in your Zotero library. Simply drag and drop them or click Import under the Actions... button. 12

14 SECTION 3 Management tag just click on it again. The Actions button, at the bottom of the tag selector, gives you the option of Deselect all also. Collections There are two different parts of managing your Zotero library: tags and collections. The suggested workflow would be to use tags for the subjects or keywords and use collections to group items in terms of what project they are being used for. Tags Tags are words or subjects associated with a particular item, they are occasionally imported with items when taken from a database. To add a tag, go to the Tags tab in the right hand column of a particular item and click the + to add a new tag and type in an associated word. To use tags, open the tags browser in the bottom left hand corner, it may already be open, if not, click the bottom of the left hand column and it will pop up. Click on tags to see the items with that tag. You can also click on multiple tags. To deselect a Collections are a cross between a traditional filing of your documents and a playlist, items can be in more than one collection and if you change the record in one collection it is changed in all of them. To create a collection, click on the New Collection button in the left hand corner of Zotero. In the dialogue box, name your collection. Drag and Drop items to the collection in the left hand column. You can have multiple collections and items can be in more than one collection. You can also have a sub-collection like a folder within a folder, right-click on the collection you wish the sub collection to be under and choose the option New sub collection. NB: Removing a Collection by right-clicking on the collection and selecting Remove Collection doesn t delete the items, items will still be found in the main library. 13

15 SECTION 4 Notes and Annotation Child Notes A child note is a note that is attached to a specific item in the Zotero Library. It allows you to keep your notes on a specific article in one place with the original article. To add one, select the article you wish to write a note on, look at the right-hand column in the tabs bar for Notes Click on the Notes tab and click the Add button to add a new note to that item. Begin writing your note. Notes Notes allow a researcher to integrate all of their research into one place. Notes can be associated with specific items or as a standalone item. Standalone Notes A standalone note is a note that is not attached to a specific Zotero item but it can be in specific collections. It allows for general notes on a topic/project to be kept with all the files on the topic. This keeps all your research together in one place and allows for streamlining the research process. To add a standalone note click this button. Select Add New Standalone Note This creates the note and you can type format it, etc. Using Notes Adding Images To add an image to your note, add the image as an attachment to an item. Then double-click the item to show the image in your browser window. Open the note to which you would like to add the image. Click and drag the image into the note at the appropriate point. Report Zotero allows you create and print report of a selected item or selection of items which allows you to have the notes and citation information printed out together. To create a report, select item/s you wish to create a report for and right click. Select Generate Report of Selected 14

16 Item/s... It will immediately create and show the report which you can directly print or save as a file. Search Notes can be searched using the Advanced Search. Advanced Search can be found under the search icon: In the Advanced Search panel choose either Notes for Standalone Notes or Childnotes to search within them. Mac computer or Adobe Reader which can be downloaded free. Annotate the PDF and make sure when you are finished press Save. This should mean the PDF in Zotero is annotated now. It would be best to trial it and if the annotations don t show up try syncing your zotero library, otherwise go to the Zotero support pages: Webpages For Firefox users there is the option to create a note out of a selection of text and item for that webpage while working with a webpage. 1.Simply select the section of text on the webpage that you would like to incorporate into your note and right click. Under Zotero > choose Create Zotero Item and Note from Current Selection. 2.This will automatically create an item for the webpage with your note underneath. 3.You can add other selections to the same note by right clicking on a selection and choosing Add New Selection to Zotero Note Annotation To annotate PDFs in Zotero you will have to open the PDF from Zotero in another application, for example Preview on a 15

17 SECTION 5 Timeline and Searching Search and Locate Quick Search Quick Search is the field that is found on the top bar of Zotero. Simply type in a search term and press enter to search.you can change what it is searched within by clicking on the magnifying glass. Advanced Search Timeline Timeline is a Zotero tool that puts all of your items or a collection that you have chosen into a timeline according to date published. It allows you to highlight specific terms related to articles on that time line to give a visual representation of your research. This would be useful for historiographies, progression of ideologies and literature reviews. Select the collection you wish to have on the timeline. Click the Actions... button and on the drop down menu click Create Timeline. This will bring up the timeline and allow you the option of highlighting specific terms, changing the date range and then printing or saving the document. This is a more specific search and gives more options of what you wish to search within. It can be found under the search icon: It brings up the Advanced Search panel: Saved Search Saved Searches can be created in the Advanced Search panel and they appear like a collection with a magnifying glass ( ) in the left hand column. 16

18 CHAPTER 3 Zotero for the Writer Zotero is an essential tool for academic writing as well as research. This chapter will take you through using Zotero to insert citations, footnotes and bibliographies in Microsoft Word and other word processing products while writing and ensuring that all of them are in the correct referencing style.

19 SECTION 1 Referencing Styles You can also add styles that are from other sources, such as those that you may have used with Endnote or found online. Endnote creates ENS files that are found in the Endnote application folder in a folder called Styles to add these files, click the + button circled below. Zotero has many options to ensure that you have the correct referencing style for your academic papers. A variety of the most popular styles are preloaded into Zotero, allowing for the immediate usage of Zotero. It also gives access to download a number of referencing styles that are specific to journals. Adding referencing styles to your Zotero styles list is fairly straight forward. The large selection of other styles can be accessed through the Preferences panel under Cite. Click on Get additional styles which will take you to the Zotero Style Depository where you can download the specific style which you would like. 18

20 SECTION 2 Microsoft Word 5.Press Enter OR follow the instructions to insert multiple citation or a page number below. Inserting page numbers After you have found the correct citation and it is sitting in a blue bubble, type p. then your page number OR type pp. the page range eg p.70 or pp Then press enter Multiple Citations at one point If you are using Microsoft Word to write your academic papers, install the plugin from this link: MS Word. Inserting Citations 1.To insert a citation find the Zotero toolbar, that looks like this, click the circled button. 2.When you first insert a citation it will prompt you to choose a style and whether you want footnotes or endnotes. 3.This search bar will then appear: In order to get multiple citations for one point in your writing follow the same process before you press enter. Then type in the next citations author or title and select it in the drop down menu. Add page numbers in exactly the same way, if necessary. Press enter when all the citations are included. Changing Referencing style To change the referencing style of a document after having cited in another style click on this button: Editing citation 4.Type in the title or authors name and it will appear in drop down menu. Select it and it will appear in a blue bubble as shown in the following image. To edit a citation click this button: citation. OR Manually edit the 19

21 SECTION 3 Other Word Processing Products To change the referencing style click to the Actions... button and open the Preferences panel, under the Export tab you can change all the Quick Copy settings. NB: This will only change future copies not ones that have already been dragged into files. To create citations drag and drop an item while holding down the shift key and it will only paste the citation version of the item in your document. Create Bibliography There are a few options if you use a different word processing application. Some have plugins available and others have to use the options within Zotero. LibreOffice, OpenOffice.org and NeoOffice LibreOffice, OpenOffice.org and NeoOffice have their own plugins, similar to MS Word, found at this address: Plugins Within Zotero Select the items in Zotero that you wish to be in the bibliography and right click. Select Create Bibliography and choose the style and format you wish the bibliography to be produced as. It can be produced as RTF or HTML files, copied to the clipboard so it can be simply pasted into a document or printed directly from Zotero. Within Zotero there are two options to produce a bibliography. Quick Copy This is a drag and drop method to quickly add a bibliography to any text document. Simply select the items that you wish to be in the bibliography and drag the them to the text document. 20

22 CHAPTER 4 Zotero for Collaboration This chapter is about using Zotero to share resources, notes and documents with colleagues to collaborate on projects or to connect with large global groups.

23 SECTION 1 Group Libraries Public, Open: Anyone can view it and join the group instantly. This enables global networks with those in similar fields 2.You will then be directed to a page where you can add more information to the group such as changing the name and adding a description. Once this is complete it is set up. Ensure you sync your Zotero library after you have completed these steps. Adding Members to a Group Library Why You Need a Group Library A group library allows for collaboration with colleagues on shared projects and also allows for networking across the academic world, sharing notes, working documents and resources. How to set up a Group Library 1.Click on the New Group button. This will direct you to the webpage to create a group to fit your needs.there are three different types of group: Private: Only members can view your group online and must be invited to join. This would be the recommend type of group as it gives you the most control over who can access it. When adding members to a group library first ensure you have the that they used to create their Zotero library. Go to the Zotero page for your group which is found at: Go to either Manage Members or Member Settings. Under the heading Member Invitations click on the Send More Invitations link. Add them by their Zotero . Groups through the Zotero Panel or Standalone Groups are in a separate section in the left hand column under your individual library. You can not make any changes to the group settings here, this all must be done online. Public, Closed: Anyone can view it online, members must approved. 22

24 You can edit, add and delete items in the Zotero panel. To add items simply drag them from the main library into the group library. Groups Online Online is where you can edit the group settings and view the group library as you can view your individual library through the online access. The storage of the Zotero library online is stored in the owner s storage. Thus the owner must have enough Zotero File Storage to hold the library. Regular Members Regular Members can be restricted to viewing only or can be able to add, edit and remove items. This is changed in the Member s Settings by an administrator. This access, along with the Group settings can be found at: Advanced Settings With Groups you can edit the settings in regards to what members can add, edit or delete from the group libraries and also who can view the items in the library. There are two types users in groups: regular members and administrators. Administrators These include the group s owner and they can edit the group's public/private status, members' abilities and group library settings. Administrators can also decide who can see the items in the library as it can be visible to anyone on the internet, any group member, or only group admins. 23

25 CHAPTER 5 Zotero on the go This chapter explains how to access Zotero while you are away from your desktop machine. It includes online access, Apple ios and Android devices.

26 SECTION 1 Apple ios Mobile Devices: iphone and ipad Items in the Zotero Library on ZotPad ZotPad ZotPad is the third party app that allows you access to the Zotero library. It can be downloaded onto your ipad, iphone or itouch, for a cost, tap on this link to download it on your ios device: ZotPad for ios Devices. It allows you to view collections and items, search within the library, display items by navigating a hierarchy of libraries and collections, search and sort items, view files in various formats, files, and open files with other applications. Select specific items, collections, libraries or the entire library for the PDFs to be downloaded to your computer in order to be accessed while offline. Its interface is being upgraded consistently and is expected to include annotation and support of tags and notes in further releases. BibUp BibUp is a free third party app that allows you to add books to Zotero by scanning ISBN barcodes or manually entering them. It gives you the ability to add two photographs with a reference of pages of the book as well as uploading the reference. For more information and where to download it, tap on this link: BibUP for ios Devices 25

27 SECTION 2 Android Scanner for Zotero The scanner for Zotero allows you to add books to your Zotero library by scanning ISBN barcodes with your Android phone. It allows for scanning of a book s barcode with an Android phone camera or its manual entry. Its features include: Bibliographic searches through Google Books and Worldcat, adding to user and group libraries, editing items before they are added, note taking and tagging. There are two apps, at this point in time, that are Zotero related for Android devices: Zandy and Scanner for Zotero. Like the ipad and iphone apps they are also third party and they both have a cost attached. For more information on its use, reviews and where to download it, tap on this link: Scanner for Zotero. Zandy Zandy is an app that allows you to view, modify, add references, view and modify notes, view attachments and search within your Zotero library from an Android platform that is Android 2.2 or later. For more information on its use, reviews and where to download it, tap on this link: Zandy for Android. 26

28 CHAPTER 6 Shortcuts, Tips and Tricks This section explains all the keyboard short cuts and little tricks that make Zotero even quicker and easier to use. It also explains how to change some of them to suit your work flow.

29 SECTION 1 Keyboard Shortcuts - Key: When pressed while a collection or the main library is selected, it will hide all collections and subcollections. When pressed while an item is selected in the library all the items within each parent items in the library are hidden Option/alt Key: When you have selected an item in the middle column, you can highlight all collections that contain this item by holding down this key. Changeable Shortcuts There are a few set keyboard shortcuts in Zotero and there are a set that can be changed under the Preferences panel. These are all the changeable shortcuts for Zotero, try not to make them the same as other shortcuts that your computer has otherwise they will try and override each other. Set Shortcuts Shift Key: Hold this down while dragging items into a word processing document and it will give only the citation. + Key: When pressed while a collection or the main library is selected in the left hand column, it will reveal all collections and subcollections. When pressed while an item is selected in the library all the items within each parent items in the library are as shown below: 28

30 SECTION 2 Tricks If you have a collection or subcollection open rather than the main library while using the online research download function the item will automatically be filed into that collection. In some databases that have a link to the PDF dragging the link into Zotero will usually download the pdf directly into Zotero. This works really well if you are not getting an icon in the address bar. When searching the % sign substitutes for other characters. For Example: elearn% could turn out results that are elearning and elearn. It can also be used for authors names that could have been put in with initials or the full names. For example P% Gregory will find records with the initial (P. Gregory) and the full name (Philippa Gregory.) When manually adding authors to a Zotero item press Shift+Enter after typing each name. The icon next to the authors name in the Info panel, on the right hand column, toggles whether the authors name is shown in full name or last name, first name format. If you paste a name manually in the full name format then toggle to last name, first name, it will automatically put it in that order even if it wasn t entered that way. NB It does have issues with names that are double barreled or O Something. For further tips and tricks go to this link: Zotero Tips and Tricks. When merging duplicate items ensure they are the same type of item (i.e. both listed as journal articles) otherwise they will not be able to merge. A merged duplicate item will have all the PDFs, notes and other child items from all the merged items. The other parent items (without their PDFs, notes, etc.) can be found in the trash. 29

31 CHAPTER 7 Advanced This chapter gives a guide to the more advanced side of Zotero including Moving from Endnote, Storage options and Back Up.

32 SECTION 1 Moving from Endnote 3.On the right side of the window, click the Reference Types > button and select Journal Article. 4.Insert the following line, right after KW and before L4: L1 - `File Attachments ` 5.Now go to the File menu and select Save. Close the Style Editor window and go back to your library. Exporting EndNote Records Many will currently be using Endnote for referencing, this is how to transfer all your old Endnote references into Zotero. 1. Ensure you have the latest version of the RIS style format, download the latest from this link: Endnote RIS Style 2.Install the style into Endnote. If there are PDF files in Endnote that you wish to transfer follow these directions provided below from Zotero. If not skip to the Exporting Endnote Records Modify the RIS Output Style 1.In EndNote, go to the Edit menu > Output Styles. 2.Select Open Style Manager, find the RefMan (RIS) Export style in the list, and click Edit. On the left side of the window, select Templates under Bibliography. 1.Select all of the records in EndNote and go to the File menu and select the option Export. 2.Save it to the EndNote directory (My Documents/endnote.Data). 3.Select Text File (*.txt) in the Save as type drop down menu. Select RefMan (RIS) Export in the Output style drop down menu. If you wanted to export only selected items, check the Export Selected References box. Click Save and close EndNote. Import into Zotero In Zotero, go to the Actions button and select Import Select the file to import by selecting the RIS file (it may have a.txt extension rather than.ris.) and Click Open. NB: Zotero may not recognize some information from End- Note, this information will be stored in a note. If you need more information use this link: Endnote Support 31

33 SECTION 2 Storage and Back Up Storage is essential for the sharing ability and mobility of your Zotero library. It allows for syncing to a cloud, this lets you access your library online from any computer or mobile device. There are two options for storage of Zotero data in the cloud beyond the free limit. They are WebDAV and Zotero File Storage. Zotero File Storage This is the most recommended storage option by Zotero and it allows for all of its sharing features, online and mobile access. It is cloud-based syncing and storage for your entire Zotero library. Users have 300 MB free storage allowance using these services but beyond that free limit it costs depending on the amount you wish to store. For more information and pricing tap on this link: Zotero Storage WebDAV AUT is provides WebDAV storage. Once you have your WebDAV account info, enter the URL provided by the service, your username and password in the Sync preferences tab. Specify whether or not you are using secure WebDAV (https). If you don't know, try both options. After entering the information, click Verify Server. If Zotero successfully verifies the WebDAV account, you're all set to use file syncing via WebDAV. This can restrict your access to creating groups and some access through Zotero but, as it is a service provided by AUT, it is free. Back Up Syncing is not a replacement for back up, thus is it is essential to do a back up. Syncing only creates one copy of the database at that particular time and you could easily delete your entire library and then do a sync by accident loosing all of your data. If you don t do a full back up of your computer normally, you can back up the Zotero folder. The location of these are detailed on this webpage: Back Up. 32

34 CHAPTER 8 FAQ This section contains frequently asked questions and trouble shooting tips.

35 SECTION 1 Common Issues and Questions Some item pages only download the citation information due to issues with the web translators. To get around this download the PDF separately then drag and drop it into the item that was added by Zotero. You can post about the issue in this forum in order for developers fix it: forums.zotero.org/6/ Do the Word Processing extensions work with both Zotero for Firefox and Zotero Standalone? Yes. Click on the link for the extension under Zotero for Firefox on the download page and install them as instructed. If you have issues with your Zotero account which are not covered in this document, go to the Zotero documentation However, here are some common issues and questions: Does Zotero work with Internet Explorer? No, there are no supported add ons with Internet Explorer. It is easy to download and use Firefox/Google Chrome instead. Does Zotero work with Google Docs? Zotero does not have a plugin for Google Docs, you will have to use bibliography creation within Zotero, as explained in the Other Word Processing Products section Why doesn t the PDF download when I download an item? What is Metadata? A set of data that describes and gives information about a document, in this case it gives bibliographic information. Where do I find a DOI or ISBN number? ISBNs are generally found on books on the back cover or in the publishing information. DOI numbers can be found in a variety of places on an article or document. Look at Headers and Footers, the beginning of the document and the very end and anywhere there is citation information given. What is the difference between Tags and Collections? 34

36 Collections are similar to folders that you can place items in, possibly specific to a project. Tags are subjects, keywords, etc. that you deem related to a document, some databases provide tags. The recommended work flow would be to tag items with the subject they are on and to have collections for different projects and papers for which you are working on. If I drag items to a group library will it be removed from my library? No, it will only be copied into the group library. You need to empty the trash. Right-click on the trash in the left hand column and select empty trash. Now sync, it should no longer have syncing issues. If you still don t have enough space look into storage options. How do I get help if something goes wrong? Refer to this Zotero help page which shows you the steps to finding the answers to your issues, it can be found at this link: Zotero Support. How much free space do I get for syncing my Zotero library? At the moment every user gets 300 MB of free Zotero File Storage with Zotero before having to pay for Zotero File Storage or setting up a WebDAV link. How do I find out how many items I have in my library or collection? Open the collection or go the main library item list and do the shortcut for select all (Cmd+A, Ctrl+A.) The number of items will now be shown in the right hand column. I have deleted items to make more space available. I still don t have enough file syncing space and it says the same number of items. What do I do? 35

37 If for any reason you still are having trouble, feel free to contact one of your friendly LATTEs. Judit Klein: Christine Probert: xxxvi