Managing Your Literature Search Using Zotero Deb Werner Biomedical Reference Librarian [email protected]

Outline Overview of Zotero Install Zotero Standalone + Connector Set up Online Sync Save Citations Use Zotero with Microsoft Word

What is Zotero?

A reference manager that facilitates collecting and organizing references.

Have you begun your lit review?

Yes No

Are you using a reference manager to save references found in your lit review?

Yes No

Which reference manager do you use?

1.

EndNote 2.

Mendeley 3.

Papers 4.

RefWorks 5.

Zotero 6.

Other

Add-on or Standalone?

Add-on

  Runs in Firefox Compatible with Firefox only

Add-on or Standalone?

Standalone

 Runs as a separate application  Compatible with Firefox, Chrome, and Safari

Zotero Library

Browser extension Connects your browser to the Standalone

Install Zotero 1. Exit Microsoft Word 2. Go to Zotero.org

3. Click 4. Install the Standalone 5. Install the extension

Set Up Online Sync 1. Go to Zotero.org

2. Click to register (upper right) 3. Create your account 4. Verify your account 5. Launch Zotero Standalone 6. Go to Actions > Preferences > Sync and enter your account information

Set Up PDF Indexing 1.

Go to Actions > Preferences > Search 2.

Click Check for Installer

Save Citations From sites with Zotero translators:

• • Icon appears in the location bar of your browser Click to save citations to Zotero

Save Citations

• •

From websites without Zotero translators: Right-click anywhere on the page Click to save to Zotero

Drag & Drop PDFs

Save Citations from PubMed

• • • • •

Save Citations from PubMed – Multiple Pages Select “Send to” Select “File” Under Format, select “XML” Click “Create File” button In Zotero, Import file

Zotero with Word – Windows Found in Add-Ins ribbon

Zotero with Word – Mac View > Toolbars > Zotero

Use Zotero with Word

• • • • •

Set citation style Add citations: in-text or footnotes Add multiple citations Update citations & refresh the document Insert bibliography

Learn More & Get Help Zotero Guide: guides.lib.uchicago.edu/zotero

• Email your questions or schedule a consultation

Zotero.org

• • • Quick Start Guide Screencast tutorials Discussion forums

Do More with Zotero

• • • • • •

Add by Identifier

– save citations by DOI, ISBN, etc.

Duplicates

– find & reconcile duplicate citations

Folders

– organize your library

Groups

– share citations with collaborators

Notes

– take research notes in Zotero

Proxies

– configure automatic proxy access

Questions?

Thank you!

Transfer Citations

• •

Import RIS files: Go to Actions > Import Select the RIS file