Transcript Citation Management Software: Zotero Online guide: http://www.lib.ncsu.edu/guides/zotero Josh Wilson Physical and Mathematical Sciences Reference Librarian North Carolina State University Libraries.

Citation Management Software:
Zotero
Online guide: http://www.lib.ncsu.edu/guides/zotero
Josh Wilson
Physical and Mathematical Sciences Reference Librarian
North Carolina State University Libraries
Keeping track of all of your research
► How
do you save all your research work?
► Bookmarking webpages is unstable, no easy
way to organize
► Large Word or Excel files
► Notecards are great until one day you leave
them on the bus…
► “Citation management software”
 Saves all references from most databases
in ONE place
How Citation Managers Work
Agricola
Web of Science
Books from
catalog
Other websites
and sources
Saved citations
Saved citations
Saved citations
Export:
Zotero
-Access from anywhere
- Links back to articles, saved PDFs
-Organize citations into multiple folders
-Create bibliographies
Different products
► Zotero
 Free, browser-based, works with Firefox
 Library support available!
► RefWorks
 Free for NCSU students, internet-based,
available through Libraries’ site
 Library support available!
► EndNote
 Costs $100+, standalone software installed on
your computer
► No
choice is permanent! Easy to export
between them if your needs change
Different products
► We’ll
talk about Zotero today
 Easy to use and demonstrate
 Stable
 Free
 Recommended for Firefox users
► If
you think another product suits your work
better later on, it’s easy to change
Zotero setup
► Let’s
take a few minutes now to install
Zotero and talk about setting up an
account…
► Firefox is requried (sort of). Zotero is a
browser plugin: a piece of software that
extends the functionality of your browser.
► Setting up an account is required for
syncing between computers, using Groups,
and backing up references
Zotero setup
► Start
Firefox
► Go to http://www.zotero.org/
► Download latest version
 May need to Allow pop-ups/install
 Will require restart of Firefox
► Now
use the Zotero
button to open the
pane
Getting citations into Zotero
► All
citation managers work mostly the same:
 Export from database, catalog, webpage, etc.
 Import into citation manager
►Most
modern citation managers work with nearly all
databases
► Zotero
has a one-click function that makes
this even easier for most databases
Saving a book
Saving a website
Save several
citations
Save an
individual citation
Organize using
collections and
subcollections (they
look like folders)
Drag and drop imported
citations – easy!
Zotero also saves
snapshots and/or
attachments, which you
can annotate
Add notes and tags to citations to better
organize them.
Sometimes Zotero will capture subject terms as
tags.
Not all is happy rainbows…
► Some
databases do not support Zotero
► You may be able to export/import manually
 Export as an RIS or BibTeX file (or an EndNote
format?)
 Import into Zotero
► Last
resort:
 Create a New Item in Zotero
 Fill in fields you need
Citations imported – now what?
► Organize
 Add to appropriate collections/groups
► Add
notes
 Expand citation to see these
► Add
tags
 Sometimes Zotero captures subject terms
► Add
attachments
 Expand citation to see these
 NOT BACKED UP!
Creating a bibliography
► Eventually
you’ll write something and need
to cite all the references you’ve collected
► Zotero automatically creates bibliographies
for you
 Hundreds of styles available
►A
few different ways to do this…
Drag and drop from Zotero/Firefox into Word…
Or right-click selected citations to create a bibliography.
Or install the MS Word plugin to create a
bibliography while you write.
Extra stuff you can do
► Configure




preferences
Enables you to locate full text online
Simplifies saving items
Create a Zotero account
Turn on syncing
► Use
Groups to share references
 Work with others on a research project
► Everyone
can save to the same account, create a shared
literature database
► Annotate
screenshots, manage PDFs
Group libraries work
just like collections
They appear along the
left
You can drag and drop
items from them
Requires a Zotero
account, and syncing