Slides zotero wokshop_2016

Workshop 3 : Managing bibliographicreferences with Zotero

Information Literacy Seminar– January 2016SCD de l'Université de Rennes 1 - INSA de Rennes - URF IST

Form@doct : about the training sessions

PLAN

Bibliographic management softwares: introduction

1. First steps with Zotero : installation and collectingreferences

2. Organizing your citation library

3. Creating a Zotero account

4. Creating bibliographies with a word processor

5. Sharing references : creating groups

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Biblioghraphic management tools

A free, easy-to-use tool to help you collect, organize, cite, and shareyour research sources

• Collect automatically references from ejournals, databases and web pages

• Store and enhance your references

• Manage easily massive reference corpus

• Save and store all your search material: PDFs, images, audio or video files…

• Cite and generate a bibliography and insert the citations in a word processor (MS Word, Open Office)

• Synchronize and share: store your library online and access it from anywhere

• Collaborate: for collaborative work

• Avoid wasting time to copy and paste into your final document

1. What is Zotero for ?

Easy to use :

2 versions available online :

• A Browser add-on : Zotero for Firefox

OR

• A separate application : Zoterostandalone

=> Which can work with Firefox, Chrome or Safari browsers thanks to an additionnalextension

NB : it is better not to run both Zoterofor firefox and standalone on the same computer

Easy to download :

• Free and open source

• Created in 2006 by the Centre for History and New Media of the George Mason University(USA)

http://www.zotero.org

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What can be done with Zotero ?

… Etc.

Bibliography

1__________2__

________3_____

_____4________

__5__________

Article with

inserted citations

and complete

bibliography

Webpages

Zotero database

(containing

references and

articles

Online and shared

bibliographies

1.1 Installing Zotero

Which version to choose?If you use Firefox browser:

Choose Firefox add-on

1- Download Zotero 4.0 from this page:

http://www.zotero.org

2- Once you have installed Zotero : restart Firefox

=> Open Zotero dashboard by clicking on the z icon

OR

If you use another browser:

• Choose Zotero Standalone

1- Select the version adapted to your OS (Windows, Mac,

Linux)

2- Install the extension linked to your browser (Firefox,

Chrome or Safari)


By default, you will download a version in the language set up in your browser. To set up another language :1. Type about:config in the address bar2. Then, click « I know what I am doing »3. Select general.useragent.locale4. Choose « en » instead of « fr » for an English version of Zotero.



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1.2 Importing and adding references

1. Importing referencesautomatically

2. Extracting references from a PDF

3. Importing references from an identifier (DOI, ISBN)

4. Making a reference from a web page (bookmarking)

5. Adding references manually

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1.2 Importing references

Savingautomatically

bundles of references

Firefox 38.3


Select the documents &

referencesto save in the

list


References have to be checkedand completed if necessary

List of savedreferences

PDF documents may be attachedto the references


These websites are Zotero-compliant :

• ScienceDirect, SpringerLink, Wiley online Library, Google Scholarand G Books, PubMed, Amazon, ACS, Cairn, Europress, Sudoc, library catalog or discovery tool of Rennes 1 and INSA Rennes

• Non comprehensive list can be found here : http://www.zotero.org/translators

• Every page displayed on a browser (article from a website for whichno translator exists for instance) can at least be saved as a webpage with some metadata (type, title, Url, date of access). Thesemetadata need to be completed manually so that the referencecould be valid.



Let us import an article from ScienceDirect

You can either:

save a bundle of references

or a single reference

Or use the export citations button on the results page



Drag and drop the

PDF file under the

reference


More solutions to get citation information into Zotero :

1. Retrieve metadata from a PDF

2. Use ISBN of a book, or DOI of an article

3. Add reference manually

4. Create a reference from a web page

Retrieve metadata from a PDF

1- Drag and dropthe pdf into

your Zotero library

2- Right clic on the file3- Retrieve metadatafrom PDF

Retrieve metadata from a PDF

All the metadata areautomaticallyretrieved

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1.2 Importing references using an identifier

1- Copy the DOI

2- Add a document using an identifier

Don’t forget to attachthe associated pdf


Web pages

• Automatic import

Complete the information

if necessary


If no automatic import is possible

(even as a webpage or if no metadata can be extracted fromthe PDF)

Then create a new item

Choose the item type to add

Fill in the fields manuallyin the right column


1. 2 Retrieve and create references

Importing records from other reference manager softwares

EndNote for instance

• Ex : RIS, bibteX formats

Once you have downloaded the file containing the references onto your PC

• In the toolbar, use the Actions button ( )

• Choose Import

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2. Organizing references

• Organizing your citation library

• Updating references

• Looking up the full text

• Sorting references

• Adding notes

• Marking up with tags

• Exports

• Linking 2 citations


Single referenceReference listLibraryand its

collections


• Toolbar

- Create a collection- Create a group- Actions : import, exportpreferences- New item : add a new itemmanually- Retrieve a reference using an identifier- Add a note

- Attach a screenshot, link to thecurrent webpage, attach a copy of a fileor make a link to a file on your PC

- Advanced search- Search into your Z library- Run the synchronizationof your library with the Zotero.orgserver


• Preferences


• Complete a reference

Add more entries

To complete a fieldclick in


• Add notes and keywords

Type the noteinto the text editor

Click on the « Tag » tab

Add and type the keyword

Use the « Related » tab tocreate a connection (link) with

another reference


Add a tagAssign a color

• Characterizing your tags


• Sort and organize references

My LibraryContains all the

references

Organize :Create a collection(folder) andsub collection

Drag and drop thereferences

Rename ordelete (right click)

• Deduplicating and merging references

Show duplicatesIn your Zotero library

Select theduplicates

View the contentMerge 2 items



2 - Organizing references

Search into your Zotero library

Advanced search

available from the

toolbar


2 - Organizing references

Performing a search in your library by using tags

Display the tag

window in the left

column

It is possible to

filter the references

by selecting the

keywords (tags)

3. Saving your Zotero library on line

Synchronize your references with the Zotero.org server

It allows you to :

• Save your library on the distant server

→ free until 300 Mo

• Create backups of your references

→ save also on a 3e media (usb key)

• Access your Zotero library wherever you are

→ create a personal account

3. Save your Zotero library

1. Create an account on Zotero.org server

2. Enter your identifier and passwordClick in the toolbar the Actions buttonPreferences and Sync tab

3. Run the synchronization

4. Creating bibliographies

• Choosing a bibliographic style

• Creating bibliographies from a collection

• Using Zotero with a word processor Word or Libre Office

• Citing while you write instead of rewriting yourreferences

4- Creating bibliographies

• Choosing a citation style : Zotero Style Repository

Go to Zotero Preferences menu /Cite tabSee the 12 default styles

To find other stylesClick on the buttonGet additional styles

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Search among the 16 000 styles the Zotero repository contains


1- Select a collectionor the references of your choiceRight-click to displaythe contextual menu

2- Choose "Create a bibliography from collection or selected references"

3- Or simply drag and drop your Zotero library references into an open document in a word processor

4- Creating bibliographies

1 - Choose the bibliographic style to use to generate your bibliography

2 - Specify the documentformat required

Or Print

Or Copy in the Clipboard

4- Citing references from your library

• Using Zotero in a word processorTo insert references in your text as you are

writing.

You first need to install a new plugin.

Standalone Versionplugins are « pre-installed »

Go to Preferences

Cite tab

Word processor tab

And finish the installation

4- Citing references from your library

• Using Zotero in a word processor

FirefoxGo to Preferences

Cite tab

Word processors tab

Click on the link

Obtain extensions for word processor“

Check the compatibility with your

word processor

(Word, OpenOffice or LibreOffice)

Install the corresponding plugin.

4- Citing with Zotero

• Zotero toolbar in Word ou Libre Office

Insert a citation

Create the bibliography

Edit the inserted citation

Edit the bibliography

Show preferences(to change the style)

Refresh the citationsand the bibliography

4- Citing with Zotero

1- Place the cursor at the location in your document where you want to insert a citation

2- Click on the insert button

3- Define the preferences (style) and the type of citation

4- Tape a word or a name to findthe required citation

5- Enter

6- At the end of the document, click on the « Insert bibliography » button

5- Sharing references

• You can share your reference library

• Zotero is also a collaborative tool : you can createa group

• And manage collaborative bibliographies

Set the group as- Public or private

Describe your group by- Name and goal- Status- Subject- etc.

Set rights- owner, editor

Resources

• Tutorial Form@doct

http://guides-formadoct.ueb.eu/zotero

=> Link to the satisfaction survey

• Blog

http://zotero.hypotheses.org/

• Need more help ?

http://www.ubib.fr

Contacts

Campus [email protected]

[email protected]

Campus Sciences – [email protected]

[email protected]

Campus Santé[email protected]

[email protected]

[email protected]

[email protected]

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…Thank you

Slides zotero wokshop_2016

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