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Finding & Managing 
Information 
Including an introduction to 
Zotero 
James Bisset james.bisset@durham.ac.uk 
Academic Liaison Librarian (Research Support) 
Dr David Heading david.heading@durham.ac.uk 
IT Specialist (Postgraduate training)
Session outline 
- Finding information (Basic Skills) 
Synonyms, Wildcards, Truncation tools, Proximity connectors 
- Introduction to Zotero 
Exporting references from catalogues and databases 
Break (15 minutes)
Session outline 
- Zotero and word 
Generating a bibliography/reference list in Word 
- Finding information (Additional Tools) 
Citation searching 
- Zotero – organising your references 
Groups and smart groups 
- Finding information – brick walls 
Access rights, document supply, Sconul Access,
Part 1 
Finding Information (Basic Skills)
Intelligent Searching 
- Define your information need 
- Broaden your search 
- Narrow your search 
- Evaluate your results 
- Make your results work for you
Re-search
Broaden your search 
(1) Alternative terms
Broaden your search 
Synonyms: 
zebra OR Equus quagga
Broaden your search 
zebra OR Equus quagga 
zebra 
Equus 
quagga
Broaden your search 
Changes in terminology : 
Mental retardation OR 
Intellectual disability OR 
Cognitive disability
Broaden your search 
(2) Alternative spelling
Broaden your search 
Donut 
- 49,699 results in Discover (as at 14th Oct 2014) 
Doughnut 
- 51,192 results in Discover (as at 14th Oct 2014) 
- Either / Or = 52,486 results in Discover 
Via Flickr Creative Commons, by Pink Sherbert Photography. Original 
available at http://www.flickr.com/photos/70873497@N02/6935006104/
Broaden your Search 
Think about Americanised and 
Francophone word spellings: 
• colour or color 
• centre or center 
• licence or license 
• organised or organized
Broaden your search 
Style guides: 
Guardian : al-Qaida 
Sunday Times : al-Qaeda
Broaden your search 
• Broadening your search 
– Alternative spellings (wildcard searching) 
– organi?ation will find: organisation and 
alternative letters organization 
– labo?r will find: labor and 
missing letters labour 
– d?nut will find: donut and 
multiple missing letters doughnut
Broaden your search 
(3) Word stems
Broaden your search 
• Broadening your search 
– Word stems (truncation searching) 
– negligen* will find: 
“PwC were accused of negligence” 
“PwC were accused of acting negligently” 
“PwC were accused of being negligent”
Broaden your search 
• Broadening your search - Summary 
– Alternative terms butterfly OR lepidoptera 
– Alternative spellings organi?ation 
labo?r 
– Word stems negligen* 
Terminology and symbols vary, depending on which 
database or catalogue you are using
Narrow your search 
(1) Focussing your search
Narrow your search 
Focussing: copyright AND photograph 
AND 
“copyright” photograph
Narrow your search 
(2) Proximity Connectors
Narrow your search 
Adding context… 
truth 
within # 
reconciliation 
Via Flickr Creative Commons, by the waving cat. Original available at 
http://www.flickr.com/photos/thewavingcat/138657496/sizes/m/in/photostream/
Narrow your search 
• Narrowing your search 
– Proximity Truth within 3 reconciliation
Narrow your search 
(3) Phrase searching
Narrow your search 
• Narrowing your search 
– Phrase searching “Truth and Reconciliation 
Commission”
Narrow your search 
(4) Excluding terms
Narrow your search 
• Narrowing your search 
– Excluding irrelevant results NOT South Africa
Narrow your search 
• Narrowing your search - Summary 
– Focussing copyright AND photographs 
– Proximity searching negligen* w/5 PwC 
– Phrase searching “duty of care” 
– Excluding terms property NOT intellectual 
Terminology and symbols vary, depending on which 
database or catalogue you are using
No standard language 
Truth within 5 
words reconciliation 
Truth w/5 
reconciliation 
Truth /5 
reconciliation 
Truth N5 
reconciliation 
Truth adj5 
reconciliation
Example 
Examining the impact 
of crime enacted by 
teenagers in the 
inner city
teen* 
youth 
juvenile 
adolescen* 
crim* 
shoplift* 
“Anti-social 
behavio?r” 
theft 
“inner 
city” 
urban 
cities 
London
Example 
(teen* OR youth OR juvenile OR adolescen*) 
AND 
(crim* OR shoplift* OR “anti-social behavio?r” OR 
theft) 
AND 
(“inner city” OR urban OR cities OR London)
(teen* OR youth 
OR juvenile OR 
adolescen*) 
(“inner city”OR 
urban OR 
cities OR 
London) 
(crim* OR 
shoplift* OR 
“anti-social 
behavio?r” OR 
theft)
Exercise 1 
• The third page of your hand-out has an 
example search grid. Think about your 
research topic and what search terms you 
might need to think about incorporating into a 
broader search strategy. 
• You can use this during the rest of the session 
when finding & exporting journal articles to 
Endnote
Part 2 
Introduction to 
Zotero
Exercise 2 
• Set up an Zotero account if you have not 
already done so 
• Try to export some records from the Library 
Catalogue in to your Zotero Library
Exercise 3 
• Try to export some records from Web of 
Science, or you could try another online 
database. Examples might include: 
 Science Direct 
 Jstor 
 Business Source Complete 
 Lexis®Library or Nexis UK 
 COPAC
15 minute Break
Part 3 
Zotero and 
Word
Exercise 4 
• Try creating a bibliography from the 
references you have already exported to your 
Zotero Library.
Part 4 
Finding 
information 
(Advanced 
Tools)
Making your results 
work for you
Citation searching & 
References 
• Connection in academic debate both backwards 
(references) and forwards (citations) in time 
• May be a positive or negative connection to other 
literature 
• Give you a quality controlled list of material to 
consult if you establish the context in which it 
has been cited
Paper 
A 
Article 
B 
Article 
C 
2008 2009 2010 2011 2012 2013 2014 
Book1 
Article 
D 
Book 2 
Article 
G 
Article 
E 
Book4 
Article 
F 
Book 3
Exercise 5 
• Compare the number of citing articles for the 
paper below on both Web of Science and 
Google Scholar (or any other database you are 
familiar with): 
Zong, Y. and Tooley, M. J. (2003) 'A historical record of 
coastal floods in Britain : frequencies and associated 
storm tracks.', Natural hazards, 29 (1). pp. 13-36. 
• Or, explore citing articles for a paper you have 
already discovered / read.
Part 5 
Zotero: 
Organising 
your 
references
Part 6 
Finding 
Information: 
Brick Walls
Finding the right tool for the job 
• Overview of what available: Google Scholar 
• Manageable number of results: subject specific 
database such as IBSS, Westlaw UK, Econlit, 
PsycINFO, Embase 
• Full text journal articles: Jstor 
• Multi-disciplinary, up-to-date: Science Direct 
• Primary material: EEBO 
• Popular and Trade commentary: Nexis UK 
• Conference Proceedings: WoS Proceedings, 
Proceedings first
Durham University Library: Subject Support
Accessing Electronic Resources 
• Connexions links works to where 
you might find electronic or print 
full-text copies.
If we don’t have a copy… 
…. make use of Document Delivery Service or 
SCONUL Access if we don’t have what you need.
Accessing Resources 
• Borrow 40 books for up to 6 months 
• Renewals and recalls 
• Copy service and postal loans for p-t students 
• For resources not in stock 
– Ask if the library can purchase it 
– Use Document Delivery Service and check to see if 
your department covers costs 
– SCONUL Access allows you to visit and borrow 
from other institutions
Library Discover New
Library Discover New
Additional Image Credits 
[Slide 4] Via Flickr Creative Commons, by Stefan. Original available at 
http://www.flickr.com/photos/49462908@N00/3951143570 
[Slide 13] Via Flickr Creative Commons, by Pink Sherbert Photography. 
Available at http://www.flickr.com/photos/70873497@N02/6935006104/ 
[Slide 12] Via Flickr Creative Commons, by Didi. Original available at 
http://www.flickr.com/photos/11356857@N08/4500234472 
[Slide 22] Via Flickr Creative Commons, by the waving cat. Available at 
http://www.flickr.com/photos/thewavingcat/138657496/in/photostream/ 
[Slide 35] Endnote Logo © Thomson Reuters, 2013. 65739 
[Slide 39] Via Flickr Creative Commons, by Kirsty Andrews. Original 
available at http://www.flickr.com/photos/47745961@N08/5169765739
Additional Image Credits 
[Slide 41] Via Flickr Creative Commons by JulyYu. Original available at 
http://www.flickr.com/photos/53953811@N00/311846814 
[Slide 46] Via Flickr Creative Commons by Stephanie Booth. Available at 
http://www.flickr.com/photos/36521983709@N01/203863198/ 
[Slide 47] Via Flickr Creative Commons, by viZZZual.com. Original available 
at http://www.flickr.com/photos/22394551@N03/2226095398 
[Slides 57-59] Vitae®, © 2010 Careers Research and Advisory Centre 
(CRAC) Limited‘ Available at www.vitae.ac.uk/rdf 
[Slides 55-57]
Measuring 
Researcher 
Development
Measuring 
Researcher 
Development
Measuring 
Researcher 
Development

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Finding and managing information (including endnote OR zotero)

  • 1. Finding & Managing Information Including an introduction to Zotero James Bisset james.bisset@durham.ac.uk Academic Liaison Librarian (Research Support) Dr David Heading david.heading@durham.ac.uk IT Specialist (Postgraduate training)
  • 2. Session outline - Finding information (Basic Skills) Synonyms, Wildcards, Truncation tools, Proximity connectors - Introduction to Zotero Exporting references from catalogues and databases Break (15 minutes)
  • 3. Session outline - Zotero and word Generating a bibliography/reference list in Word - Finding information (Additional Tools) Citation searching - Zotero – organising your references Groups and smart groups - Finding information – brick walls Access rights, document supply, Sconul Access,
  • 4. Part 1 Finding Information (Basic Skills)
  • 5. Intelligent Searching - Define your information need - Broaden your search - Narrow your search - Evaluate your results - Make your results work for you
  • 7. Broaden your search (1) Alternative terms
  • 8. Broaden your search Synonyms: zebra OR Equus quagga
  • 9. Broaden your search zebra OR Equus quagga zebra Equus quagga
  • 10. Broaden your search Changes in terminology : Mental retardation OR Intellectual disability OR Cognitive disability
  • 11. Broaden your search (2) Alternative spelling
  • 12. Broaden your search Donut - 49,699 results in Discover (as at 14th Oct 2014) Doughnut - 51,192 results in Discover (as at 14th Oct 2014) - Either / Or = 52,486 results in Discover Via Flickr Creative Commons, by Pink Sherbert Photography. Original available at http://www.flickr.com/photos/70873497@N02/6935006104/
  • 13. Broaden your Search Think about Americanised and Francophone word spellings: • colour or color • centre or center • licence or license • organised or organized
  • 14. Broaden your search Style guides: Guardian : al-Qaida Sunday Times : al-Qaeda
  • 15. Broaden your search • Broadening your search – Alternative spellings (wildcard searching) – organi?ation will find: organisation and alternative letters organization – labo?r will find: labor and missing letters labour – d?nut will find: donut and multiple missing letters doughnut
  • 16. Broaden your search (3) Word stems
  • 17. Broaden your search • Broadening your search – Word stems (truncation searching) – negligen* will find: “PwC were accused of negligence” “PwC were accused of acting negligently” “PwC were accused of being negligent”
  • 18. Broaden your search • Broadening your search - Summary – Alternative terms butterfly OR lepidoptera – Alternative spellings organi?ation labo?r – Word stems negligen* Terminology and symbols vary, depending on which database or catalogue you are using
  • 19. Narrow your search (1) Focussing your search
  • 20. Narrow your search Focussing: copyright AND photograph AND “copyright” photograph
  • 21. Narrow your search (2) Proximity Connectors
  • 22. Narrow your search Adding context… truth within # reconciliation Via Flickr Creative Commons, by the waving cat. Original available at http://www.flickr.com/photos/thewavingcat/138657496/sizes/m/in/photostream/
  • 23. Narrow your search • Narrowing your search – Proximity Truth within 3 reconciliation
  • 24. Narrow your search (3) Phrase searching
  • 25. Narrow your search • Narrowing your search – Phrase searching “Truth and Reconciliation Commission”
  • 26. Narrow your search (4) Excluding terms
  • 27. Narrow your search • Narrowing your search – Excluding irrelevant results NOT South Africa
  • 28. Narrow your search • Narrowing your search - Summary – Focussing copyright AND photographs – Proximity searching negligen* w/5 PwC – Phrase searching “duty of care” – Excluding terms property NOT intellectual Terminology and symbols vary, depending on which database or catalogue you are using
  • 29. No standard language Truth within 5 words reconciliation Truth w/5 reconciliation Truth /5 reconciliation Truth N5 reconciliation Truth adj5 reconciliation
  • 30. Example Examining the impact of crime enacted by teenagers in the inner city
  • 31. teen* youth juvenile adolescen* crim* shoplift* “Anti-social behavio?r” theft “inner city” urban cities London
  • 32. Example (teen* OR youth OR juvenile OR adolescen*) AND (crim* OR shoplift* OR “anti-social behavio?r” OR theft) AND (“inner city” OR urban OR cities OR London)
  • 33. (teen* OR youth OR juvenile OR adolescen*) (“inner city”OR urban OR cities OR London) (crim* OR shoplift* OR “anti-social behavio?r” OR theft)
  • 34. Exercise 1 • The third page of your hand-out has an example search grid. Think about your research topic and what search terms you might need to think about incorporating into a broader search strategy. • You can use this during the rest of the session when finding & exporting journal articles to Endnote
  • 35. Part 2 Introduction to Zotero
  • 36. Exercise 2 • Set up an Zotero account if you have not already done so • Try to export some records from the Library Catalogue in to your Zotero Library
  • 37. Exercise 3 • Try to export some records from Web of Science, or you could try another online database. Examples might include:  Science Direct  Jstor  Business Source Complete  Lexis®Library or Nexis UK  COPAC
  • 39. Part 3 Zotero and Word
  • 40. Exercise 4 • Try creating a bibliography from the references you have already exported to your Zotero Library.
  • 41. Part 4 Finding information (Advanced Tools)
  • 42. Making your results work for you
  • 43. Citation searching & References • Connection in academic debate both backwards (references) and forwards (citations) in time • May be a positive or negative connection to other literature • Give you a quality controlled list of material to consult if you establish the context in which it has been cited
  • 44. Paper A Article B Article C 2008 2009 2010 2011 2012 2013 2014 Book1 Article D Book 2 Article G Article E Book4 Article F Book 3
  • 45. Exercise 5 • Compare the number of citing articles for the paper below on both Web of Science and Google Scholar (or any other database you are familiar with): Zong, Y. and Tooley, M. J. (2003) 'A historical record of coastal floods in Britain : frequencies and associated storm tracks.', Natural hazards, 29 (1). pp. 13-36. • Or, explore citing articles for a paper you have already discovered / read.
  • 46. Part 5 Zotero: Organising your references
  • 47. Part 6 Finding Information: Brick Walls
  • 48. Finding the right tool for the job • Overview of what available: Google Scholar • Manageable number of results: subject specific database such as IBSS, Westlaw UK, Econlit, PsycINFO, Embase • Full text journal articles: Jstor • Multi-disciplinary, up-to-date: Science Direct • Primary material: EEBO • Popular and Trade commentary: Nexis UK • Conference Proceedings: WoS Proceedings, Proceedings first
  • 49. Durham University Library: Subject Support
  • 50. Accessing Electronic Resources • Connexions links works to where you might find electronic or print full-text copies.
  • 51. If we don’t have a copy… …. make use of Document Delivery Service or SCONUL Access if we don’t have what you need.
  • 52. Accessing Resources • Borrow 40 books for up to 6 months • Renewals and recalls • Copy service and postal loans for p-t students • For resources not in stock – Ask if the library can purchase it – Use Document Delivery Service and check to see if your department covers costs – SCONUL Access allows you to visit and borrow from other institutions
  • 55. Additional Image Credits [Slide 4] Via Flickr Creative Commons, by Stefan. Original available at http://www.flickr.com/photos/49462908@N00/3951143570 [Slide 13] Via Flickr Creative Commons, by Pink Sherbert Photography. Available at http://www.flickr.com/photos/70873497@N02/6935006104/ [Slide 12] Via Flickr Creative Commons, by Didi. Original available at http://www.flickr.com/photos/11356857@N08/4500234472 [Slide 22] Via Flickr Creative Commons, by the waving cat. Available at http://www.flickr.com/photos/thewavingcat/138657496/in/photostream/ [Slide 35] Endnote Logo © Thomson Reuters, 2013. 65739 [Slide 39] Via Flickr Creative Commons, by Kirsty Andrews. Original available at http://www.flickr.com/photos/47745961@N08/5169765739
  • 56. Additional Image Credits [Slide 41] Via Flickr Creative Commons by JulyYu. Original available at http://www.flickr.com/photos/53953811@N00/311846814 [Slide 46] Via Flickr Creative Commons by Stephanie Booth. Available at http://www.flickr.com/photos/36521983709@N01/203863198/ [Slide 47] Via Flickr Creative Commons, by viZZZual.com. Original available at http://www.flickr.com/photos/22394551@N03/2226095398 [Slides 57-59] Vitae®, © 2010 Careers Research and Advisory Centre (CRAC) Limited‘ Available at www.vitae.ac.uk/rdf [Slides 55-57]

Editor's Notes

  • #5: Example in image: if you get the reference, it is far more likely that the little storm troopers will got lots of information telling them about what droids they are not looking for. Google does cope better with typing in a sentence or question than many academic databases, but as professional researchers it is not the best way of searching and you should be trying more appropriate techniques, and many of the databases you may need to, or should be using, will not work very well or at all if you search in this way.
  • #6: Finally, this is about using those key sources you locate to work for you:- - providing you with a rich source of pre-selected earlier research from their own list of references - citation searching to see how the ideas and research in the key sources you have identified have been taken and developed further
  • #11: - started to be commonly used in mid-20th century, replacing earlier terminology no longer perceived as acceptable. - Now itself perceived as not politically acceptable and being replaced by terms including “intellectual disability”. - Still in use in the United States and by the WHO sometime after the phrase became less commonly used in United Kingdom. - Changes in terminology and spelling especially important when searching historic sources such as newspapers, official publication and pamphlet collections.
  • #13: So, if you only searched for “Donut” you are only missing 5.6% of results. But might these be some key articles? And how does this scale if you happened to be searching for “donut” AND “zebra” - (243 results on 14th October 2014) neuropsychology, ornithology, domestic abuse, how our brains work when translating as we read,
  • #15: - Many publications have their own terminology and spelling style guide. I can only imagine the panic in newspaper offices around the globe as ISIS/ISIL/IS kept changing their name. Will return to alternative spellings in a minute…
  • #30: You do need to check for each database what search tools are available and how to use them… these are just five examples used by some of our key databases which work in roughly the same way.
  • #31: At this point, you also need to recognise that each of these ‘concepts’ could be described in multiple ways, be phrased in different ways or cover a broad range of more focussed topics or areas of interest…
  • #32: Using various tools we have just mentioned:- Truncation tool Wildcard Phrase searching
  • #35: chain growth, condensation reaction, copolymerisation, plastics, synthetics Polymerisation “polymer chains” Polymers
  • #36: http://www.flickr.com/photos/26296445@N05/5917135851
  • #37: chain growth, condensation reaction, copolymerisation, plastics, synthetics Polymerisation “polymer chains” Polymers
  • #38: (Cranial OR head) NEAR/5 (trauma OR injury) AND medieval OR "middle ages"
  • #39: You do need to check for each database what search tools are available and how to use them… these are just five examples used by some of our key databases which work in roughly the same way.
  • #40: http://www.flickr.com/photos/26296445@N05/5917135851
  • #41: chain growth, condensation reaction, copolymerisation, plastics, synthetics Polymerisation “polymer chains” Polymers
  • #42: http://www.flickr.com/photos/26296445@N05/5917135851
  • #44: You do need to check for each database what search tools are available and how to use them… these are just five examples used by some of our key databases which work in roughly the same way.
  • #46: Follow up with mention of access / download statistics from DRO as comparison (and plug for DRO/Open Access sessions).
  • #47: http://www.flickr.com/photos/26296445@N05/5917135851
  • #49: Plug ‘Historical Collections’ and ‘Beyond Academic Literature’ sessions
  • #50: Additional assistance on subject specific databases from a team of Liaison Librarians
  • #51: Check: Show how ConneXions works: use Library Catalogue to look for ‘Catholic Historical review’ Show how doesn’t work with ‘Catholic Biblical Quarterly’
  • #53: Re sconul how do know what is elsewhere – COPAC and Worldcat