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Workshop 3 : Managing bibliographicreferences with Zotero
Information Literacy Seminar– January 2016SCD de l'Université de Rennes 1 - INSA de Rennes - URF IST
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
2
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
URFIST - SCD U.Rennes 16
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)
1.1 Installing Zotero
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.
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
URFIST - SCD U.Rennes 1 11
1.2 Importing references
References have to be checkedand completed if necessary
List of savedreferences
PDF documents may be attachedto the references
1.2 Importing 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.
1.2 Importing references
URFIST - SCD U.Rennes 1 16
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
1.2 Importing references
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
Janvier 2011 URFIST - SCD U.Rennes 1 21
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
1.2 Importing references
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
URFIST - SCD U.Rennes 1 24
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
URFIST - SCD U.Rennes 1URFIST - SCD U.Rennes 1 25
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
2. Organizing references
• 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
2. Organizing references
• 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
2. Organizing references
• 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
URFIST - SCD U.Rennes 1URFIST - SCD U.Rennes 1 34
2 - Organizing references
Search into your Zotero library
Advanced search
available from the
toolbar
URFIST - SCD U.Rennes 1URFIST - SCD U.Rennes 1 35
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
URFIST - SCD U.Rennes 1URFIST - SCD U.Rennes 1
4. Creating bibliographies
40
Search among the 16 000 styles the Zotero repository contains
4. Creating bibliographies
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