RML Rendezvous - Zotero
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Zotero is a free, open-source reference management software that allows users to organize research, cite sources, and share references. It works as a plugin with browsers to automatically capture citation data from websites. Users can tag, annotate, and attach files like PDFs to references. Zotero also has a web-based component that allows for syncing references across devices and collaborating in groups. While useful for managing citations, it has some limitations, such as an inability to search inside attached file contents other than PDFs.
![Zotero for Medical Professionals: An Introduction Lorena O’English Washington State University Libraries [email_address] * Twitter: wsulorena RML Rendezvous , April 14 th , 2010 http://www.zotero.org/blog/introducing-zoterosquare/](https://image.slidesharecdn.com/zoteropresentation-100423095429-phpapp02/85/RML-Rendezvous-Zotero-1-320.jpg)
RML Rendezvous - Zotero
- 1. Zotero for Medical Professionals: An Introduction Lorena O’English Washington State University Libraries [email_address] * Twitter: wsulorena RML Rendezvous , April 14 th , 2010 http://www.zotero.org/blog/introducing-zoterosquare/
- 2. The Problem… Keeping track of websites, articles, gray literature, and books for scholarly (and practitioner) research can be difficult and require complex and/or multiple systems Reference manager software = $-$$$ Research is often collaborative – but most reference management solutions are not (or at least not very…) Value: building up a library of references and papers to have on hand for use (including after degree(s) earned and library access no longer guaranteed) Value: archiving not just articles & bibliographic data, but also document meaning and significance – and making it all easily findable and accessible
- 3. What is Zotero?* A reference manager Works with open webpages and article databases (many automatically through Zotero Site translators) and more Interoperable: Can import and export citations to EndNote and other reference manager formats (via RIS standard) using multiple citation styles Web-based collaboration and discovery/recommender tools includes Microsoft Word 2003/7 plug-in for attaching citations (in “correct” style) to documents; also works with OpenOffice Added value beyond citation: Allows tags, notes, and screenshots to be associated with articles & other resources Can attach (and search) associated PDFs, and attach other items From the Center for History and New Media, at George Mason University – open source
- 5. Adding Items to Your Zotero Library A word about preferences…
- 6. Open URL and Site Translators Link Resolver (provides access to an appropriate copy for your users, if available, when it recognizes embedded COinS metadata)
- 7. Adding a PubMed record – Open URL-compatible w/ site translator
- 8. Zotero Item Record from browser-bar automatic capture (Open URL) Does not capture everything that you might want…
- 9. Adding from a PMID, DOI, ISBN 11
- 10. Zotero Item Record from DOI capture Notice this one did not capture all important data – this will have to be filled in manually ( why? )
- 11. Options for Adding Items to Your Zotero Library In a Zotero-compatible database (Open URL and has Zotero SiteTranslator) Look for the icon in browser URL box From a Zotero-compatible publisher Look for the icon in your browser URL box Generally will also download fulltext article PDF if available and appropriate Zotero setting preference has been set From a PMID, DOI or ISBN Paste in the number using Add Item by Identifier From a database that allows you to export reference files (via EndNote/.ris format) Email the .RIS file to yourself then open or import it into your Z library; Does Not Always Work, so have a backup! From the export as .RIS option in your link resolver Email the .RIS file to yourself then open or import it into your Z library; Does Not Always Work so have a backup! Manually – email yourself all the info or write it down; add later From a website (some websites have their own Zotero translators, e.g. Flickr, YouTube, The New York Times) -
- 12. Beyond the Article… Available item formats
- 13. Writing and Citing: Citation Styles Many citation styles available
- 14. Writing and Citing: Formatting Using Zotero in Word Insert citation Edit citation Insert bibliography Edit bibliography Zotero refresh Set doc preferences Remove Zotero codes
- 15. Added Value… Saving webpages Webpage screenshots that can be highlighted and annotated Collections, subcollections, and group collections Tags and the tag selector box Notes Related – associate related items Locate and View Searching: The Database of Me PDF, txt, and RTF basic and advanced Saved searches
- 16. Tags: Organize and Connect Filter by one or more tags Add or edit tags – note autosuggest for consistency; tags can be content or process
- 17. Notes: The Workhorse Tool Why did you add this article, anyway?
- 18. Search: The Database of You Bibliographical info, tags, and notes Attached files that are PDF, txt, or RTF (!!!!) If a file isn’t a PDF you can convert it then upload and attach it If you scan a document it will be an image file – you can attach it to a Zotero item record and then view it, read it, or print it in your Zotero library, but you can’t search inside its contents – you’ll need to convert it to PDF (Adobe Acrobat Professional, etc.) Saved seaches – another way to filter
- 19. Zotero in the Cloud (2.x) Requires creating a Zotero account Can sync your own sources between different computers (and even save documents online with freemium storage options) Warning: It’s all or nothing at this time… Can create groups and share citations with others (publicly or privately) Can find and follow others with similar interests and use their public Zotero libraries as databases to find good resources – and add them to your library Profile and group search is pretty wretched at this time… Can back your resources up on the Web (NOT a substitute for other methods of backing up!)
- 20. A Zotero Profile
- 21. A Zotero Online Library
- 22. A Zotero Online Library Item Zotero site translator icon
- 25. Further Reading… Thomas E. Vanhecke, “ Electronic Resources Reviews: Zotero ,” J Med Libr Assoc 96(3) July 2008 pp. 275-276 Zotero Documentation Support Forums Library Guides Here’s some And another one Migrating from EndNote to Zotero Comparison of reference management software - Wikipedia