advanced zotero

8/13/2019 Advanced Zotero

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Advanced ZoteroIn this tutorial you will learn more advanced features of this free web-based citation management tool. We will cover how to store PDFs in Zotero, how to import and export from EndNote, how to add in more citation styles, how to take notesand annotate in Zotero, how to sync Zotero with multiple computers, and how touse Zotero Groups.

Adding Citation StylesThis module will show you how to add more citation styles to Zotero's basic suite of styles. This will help you expand the styles you are able to use while writing with Zotero. Either watch the screencast or view the step-by-step screenshots below. For a text-based version of the directions, view the video transcript: Advanced_citation_styles_transcript.pdfvideo Adding Citation Styleshttp://www.youtube.com/watch?v=WXpJhCMKjr0http://www.youtube.com/watch?feature=player_embedded&v=WXpJhCMKjr0

transcription: http://ica.library.oregonstate.edu/uploads/transcripts/original/Advanced_citation_styles_transcript.pdf?1317169447

1. To add more citation styles to the basic 16 styles that come pre-loaded withZotero, go to the Actions button on your Zotero toolbar.

2. Choose "Preferences" from the menu:

3. Next, choose the Citetab. Within the Cite tab, choose the stylestab.

4. The primary way to get more styles is to click on the get additional styleslink. This link opens a website listing the more than 6400 styles Zotero has available.

5. You can now search for the style you like in a variety of ways by directly searching for the name of a style you want; by searching for the format the styleis written in, for example, author-date format; or by disciplinary field.

6. Before installing the style you choose, you can doublecheck to see if this is

the style you had in mind by hovering over the title to see examples of books,articles and more cited in this style.

7. To install a style, simply click the link for the name of the style.**

8. Open up a Word document and choose set doc prefs.You will now see that this style is available for you to write with.

9. To learn more about finding styles, particularly when the title of the styleyou want is not in the list, visit the Hard-to-find citation stylesmodule.http://ica.library.oregonstate.edu/tutorials/lesson/631--Advanced-Zotero?mid=25766&type=MiscellaneousResource&uid=1256

**Note Unless you are using Chrome. If you are using Chrome, clicking on the link for the style takes you to the code for the style. Copy this code to a Notepad document (if using a PC) or TextEdit (if on a Mac). When saving the file, change the file type to .csl. Then use the Manual Add button (see below) to loadthe CSL file.

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Adding Hard-to-Find Styles


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This module will show you how to add more citation styles to Zotero's basic suite of styles when you can't easily locate them in the Zotero style repository. This will help you expand the number of styles you are able to use while writingwith Zotero. Either watch the screencast or view the step-by-step screenshots below. For a text-based version of the directions, view the video transcript: Hard-to-find_citation_styles_transcript.pdfVideo Adding Hard-to-find citation styles http://www.youtube.com/watch?v=NhxEHRLdnVw

This module will show you how to add more citation styles to Zotero's basic suite of styles when you can't easily locate them in the Zotero style repository. This will help you expand the number of styles you are able to use while writingwith Zotero. Either watch the screencast or view the step-by-step screenshots below. For a text-based version of the directions, view the video transcript: Hard-to-find_citation_styles_transcript.pdfTranscription: http://ica.library.oregonstate.edu/uploads/transcripts/original/Hard-to-find_styles_transcript.pdf?1319585432

1. First, if you cant find the exact citation style you are looking for in Zoteros Style Repository using the basic search box functionality, try looking at similar styles in your field or in a related field, by using the fieldsand formatlimiing facets.

2. Using these facets will show you the styles available in your field, and you

may find that there is a match to your style that simply goes by another name.

3. Hover over the style title to see examples of what the citation style lookslike:

4. A second method for finding a matching style is to search in the Zotero forums for your style.

5. Here you can see if anyone else has requested that your style be developed,or occasionally you will find that your style has been developed and posted to the forum.

6. A third method is to upload a style yourself. If you or someone you know is

able to do some coding using XML, you can follow the directions Zotero providesfor creating styles in the Citation Style Language. Then you can upload the style you have created to your styles list.

***************************************************Make Zotero Talk to Your PDFsThis module will show you how to configure Zotero to work with PDFs you have already saved to your computer. This will help you easily bring PDF files into Zotero and will make it possible to easily cite these papers in your writing. Either watch the screencast or view the step-by-step screenshots below. For a text-based version of the directions, view the video transcript: PDF_Indexing_Extensions_transcript.pdfvideo: Adding PDF indexing utilities to zotero

transcription: http://ica.library.oregonstate.edu/uploads/transcripts/original/PDF_Indexing_Extensions_transcript.pdf?1320253781

1. To configure your zotero library to import and identify PDFs, go to the Actions button on your Zotero toolbar.2. Choose "Preferences" from the menu:3. Next, choose the "search" tab, then check if the pdftotext and the pdfinfo utilities have been installed. If they are not installed, click the "check for installer" button.4. Install the two PDF indexing utilities. Now you are ready to import existing


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PDFs on your computer into your Zotero library. Go to the Retrieve PDF Metadata module to learn how to do this. Video: Retrieve PDF MetaData http://ica.library.oregonstate.edu/tutorials/lesson/631--Advanced-Zotero?mid=24261&type=MiscellaneousResource&uid=1261

1. Once you have downloaded the PDF indexing utilities, simply find the PDFs that you want to bring into your Zotero library on your computer. Then drag and drop these PDFs into a folder in your Zotero library.2. Next, right-click (or command click on a Mac) on the PDFs (either one at a time or all at once) and choose "retrieve metadata for PDFs."3. Zotero will talk to Google Scholar to gather as much information about thesePDFs as possible (author, title, date, etc...). Sometimes, as with one of theexample PDFs shown here, Zotero can't find any information for the PDF. There are several reasons why this happens - the PDF may be too old, the PDF's publisher may not have included this behind-the-scenes metadata or they kept it hidden,or the PDF may have been scanned in such a way that this metadata was lost. Note: you can still manually add the citation information or do a database searchfor the citation yourself, then drag and drop the PDF onto that citation information to keep the PDF together with its citation information.4. Note: to see where your PDF went, click on the expand box to the left of thecitation. You can now see that the PDF is associated with the citation information and is kept below it.5. Now you can incorporate these citations into a word processing document justas you would any other citations. (In the example below, this was done simply b

y dragging and dropping the citations into Word).**********************************************************

Working with PDFs and Taking Notes & Annotating in ZoteroTaking Notes in ZoteroThis module will walk you through how to take notes in your Zotero library thatare automatically saved and easy to search. Either watch the screencast or viewthe step-by-step screenshots below. For a text-based version of the directions,click here. Note: this screencast opens in a new window.Video Ussing Notes Effectivly: http://www.zotero.org/support/screencast_tutorials/notes

1. To begin taking notes in Zotero, choose the item within your library that youwant a note associated with by clicking on it in the center pane. Next, go tothe right-hand pane and click the "notes" tab, then click "add."2. Simply begin typing in the text editor that opens up. Your note will be automatically saved as an attachment beneath the item (article, book, etc...) as you are typing. Note: you can edit the note in a separate window. Doing so provides you with more flexibility while taking notes.3. If you want to copy text from a website, such as the page on which a journalarticle is displayed, just select the text you want to copy on the website thenright click (or on a Mac, control click) and select "Add Selection to Zotero Note" from the menu. The selected text will automatically be copied into your current Zotero note.4. You can add as many notes as you like to an item. You can also search for n

otes by using the search box on the Zotero toolbar. Sometimes it can be helpfulto see all of the notes in a collection at once. To see all of your notes, place your cursor in the center pane then hold the shift and + keys down. All of your items will be expanded so that you can see the attachments beneath each item.

*************************************************************Importing & ExportingImporting Into ZoteroThis module will show you how to import files from citation management tools lik


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e EndNote or Mendeley to Zotero. This will help you to collaborate with peoplewho use other citation management tools or to transfer your own library from oneof these other tools. Either watch the screencast or view the step-by-step screenshots below. For a text-based version of the directions, view the video transcript: Importing TranscriptVideo Importing files to zotero: http://www.youtube.com/watch?v=KuUeX9qG45w

1. To begin you will need to export the file or library from another citation management tool (this example shows exporting from Mendeley). Save the file to aplace where you can easily find it (for example, the desktop). Next, choose thefile type to save the file as. Typically, the best file type to use to share with Zotero is the RIS file format. Other file types will work, but this is oneof the most common file types. Note - If you are getting a library from someoneelse, just ask them to send it to you as an RIS file, and then skip to step 2.2. Next, go to the Actions button on the Zotero toolbar and choose Import fromthe pull-down menu.3. Navigate to where you saved the file you exported and open it.4. A new collection will now be created in your Zotero library with the same name as the file that you imported. The citation information should all be completely loaded into your Zotero library. If you wish, drag and drop the items fromZotero's center pane into the appropriate folders in the left pane.5. For more advanced help with importing PDFs from an EndNote library, see these directions: http://www.zotero.org/support/kb/importing_records_from_endnote.link http://www.zotero.org/support/kb/importing_records_from_endnote

6. For more advanced help with exporting in the RIS file format if your versionof EndNote does not have RIS automatically set as an output style, see these directions: http://www.refman.com/support/faqs/import/faq3.asp.link http://www.refman.com/support/faqs/import/faq3.asp*************************************************************Exporting files from Zotero

This module will cover how to export your Zotero collections or citations to another citation management tool, such as EndNote. Either watch the screencast orview the step-by-step screenshots below. For a text-based version of the directions, view the video transcript: Exporting_transcript.pdfVideo: Exporting files from zotero http://www.youtube.com/watch?v=hPj5cDTGhawtranscription: http://ica.library.oregonstate.edu/uploads/transcripts/original/E

xporting_transcript.pdf?1331675016video: Exporting files from Zotero http://www.youtube.com/watch?feature=player_embedded&v=hPj5cDTGhaw

1. To export a collection, first select the collection you would like to export,then go to the Zotero toolbar, select the Actions icon and choose Export Library.2. Next, choose the appropriate file type to use for your exporting needs. Thedefault format is Zotero RDF, this format primarily works for sharing your library with other Zotero users. However, to share your library with people using other citation management tools, such as EndNote or Mendeley, the RIS file type is typically the best choice. The RIS file type allows your citation informationand any notes you have made about the item to be exported.

3. Navigate to the place you would like to save the file, for example, your desktop. Name the file something that makes sense for your project. Now you may email the file to your collaborator, share it on a flash drive, or whatever othermethod of file sharing works for you.Note- if you wish to export files, such as PDFs, to share with someone else, youwill need to choose a file format that supports exporting files. These file formats include BibTeX and Zotero RDF. The BibTeX format should work well with both Mendeley and EndNote.************************************************************Syncing & Groups


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Create a Zotero AccountThis module will show you how to set up an account in Zotero. This will allow you to access or sync your Zotero library from different computers. Either watchthe screencast or view the step-by-step screenshots below. For a text-based version of the directions, view the video transcript: Account_Set_Up_Transcript.pdfvideo: Create a zotero Account http://www.youtube.com/watch?v=7FW5c1-8Dm0link transcription: http://ica.library.oregonstate.edu/uploads/transcripts/original/Account_Set_Up_Transcript.pdf?1331676874video Create a Zotero Account http://www.youtube.com/watch?feature=player_embedded&v=7FW5c1-8Dm0

1. There are several ways to set up an account in Zotero. If you have not already set up an account, one way to do this is by going to the Zotero tool bar, clicking the Actions icon, then choosing preferences.2. Go to the sync tab and click the create account link.3. This link takes you to a Zotero account registration page. Choose whateverusername and email address you want to start an account.4. You will receive a confirmation email once your account is set up.5. Click on the link in the email to confirm your account set up.

***************************************************************Sync Your Zotero LibraryThis module will show you how to sync or access your Zotero library from more th

an one computer. We will also discuss some of the storage implications of syncing your Zotero library. Either watch the screencast or view the step-by-step screenshots below. For a text-based version of the directions, view the video transcript: Syncing_Zotero_Libraries_Transcript.pdfvideo Sync your Zotero library http://www.youtube.com/watch?v=3lFqEvNMXuMlink transcription http://ica.library.oregonstate.edu/uploads/transcripts/original/Syncing_Zotero_Libraries_Transcript.pdf?1331682429video Sync your Zotero http://www.youtube.com/watch?feature=player_embedded&v=3lFqEvNMXuM

1. Now that you have a Zotero account set up, you can access your Zotero data from more than one computer, as long as the other computer has Zotero installed. To sync your Zotero account, go to the Zotero tool bar, click the Actions icon, t

hen choose preferences.2. Go to the sync tab and enter the username and password for your account.3. Before we go further, it is important to think about how Zotero keeps trackof your librarys data across multiple computers, because you may need to think strategically about how you will store your data. Zotero is able to sync your library across multiple computers because they are storing your data on their servers. There are two kinds of data that Zotero can store. The first is just-plaindata, or the metadata associated with all of the citations you have the titles,authors, journal titles, tags and notes you have for those citations. The just-plain data is synced on Zoteros servers and there is no limit to how much of this kind of data you can store on Zoteros servers and therefore sync across multiple computers.4. The other type of data are files the attachments that your citations may hav

e such as PDFs or screenshots. These files can quickly take up a lot of space,so Zotero only gives users 300 MB free server space for this type of data. To give you a picture of how much 300 MB is, a general rule of thumb is that one PDFaverages 1 MB.5. The bottom half of the Zotero Sync dialogue box asks how you would like to sync files that you have in your Zotero library. One option is to pay for additional storage space via Zotero. http://www.zotero.org/support/storage6. Another option is to use WebDAV storage space. There are some free WebDAV storage options. Google free WebDAV to see a current list of what is free and re


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commended. Some university departments will provide WebDAV space for their constituents. If you have WebDAV space available to you, enter the site address foryour WebDAV space so that Zotero knows where to store your files. For questions about setting up WebDAV space, search the Zotero forums for suggestions from other Zotero users.7. Once you have set up an account and have navigated through the storage options available to you, you are ready to sync your Zotero library. Click okand Zotero will start to sync your library with its servers. You can also click the green arrow in the upper right hand corner of the Zotero toolbar to manually beginthe syncing process.**************************************************************Syncing & GroupsZotero Group Libraries1. To set up shared group libraries in Zotero, you must be connected to the internet, also you and the other members of your group must have a Zotero account, and you need to have enough Zotero storage space for all of the items in the group library you set up. If you need a refresher on how to set up a Zotero account, you can review the create accounttutorial. If you need a refresher on how Zotero storage space works, take a look at the sync librarytutorial.

2. To set up a group library, go to the upper left-hand corner of the Zotero tool bar and select the New Groupicon next to the New Collectionicon.3. Clicking the new groupicon will take you to the Zotero website for new groups. If you are not already logged into your Zotero account, you will be prompted

to login at this time. On the create a new group page, first, select a group name. Next, choose the group type. For group projects such as those with a lab group or cohort where you only want to invite people that you know, choose privatemembership. If you want your group library to be publicly viewable on the web by anyone, then choose public, open membership. Last, click create group.4. The following page gives you the option to provide more information about your group. Providing more detailed information would be particularly helpful ifyou have created a public group and want people to be able to find your group via a web search, but it is not required. The group settings page also allows youto change the group type or delete the group if you want to. To specifically invite other members to your group, click on the member settings link.5. Invite new members to your group by choosing the send more invitationslink.I recommend sending an additional email from your personal email account to let

the people you have invited to your group know that they will be receiving an email from Zotero. The email from Zotero can sometimes end up in the spam folder.6. Your collaborators just need to click on the link in the email they receivefrom Zotero, and then they will be added to the group.7. Once you have other members in your group, from the member settings page, you can also change the roles of the members to turn over the Admin role or deletemembers.8. To add items to your group library, return to your Zotero library. Becauseyour group library is stored on Zotero storage space so that multiple group members can access the group from whatever computer they are on, your Zotero accountwill need to be synced before you will see your group folder. Group folders are always listed below your personal folders in the left-hand pane. You can add

items to your group library the same way that you added them to your personal collections. Click on a group folder, then do a search to add some new citationsusing the Zotero icon in the URL bar. Alternatively, you can drag and drop items from other folders into your group folders. Note: just because you may have apersonal folder with the same name as a group folder does not mean that those two folders are connected. One final suggestion, it may be helpful to implementa tagging system so that you can identify who added which items to the group library.***************************************************************Your Zotero Library on the Zotero Website


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This module will demonstrate how to use the Zotero website associated with yourZotero account. This will allow you to access your Zotero library either from computers where Zotero is not installed or from a mobile device. Either watch the screencast or view the step-by-step screenshots below. For a text-based version of the directions, view the video transcript: Zotero_website_transcript.pdfvideo: zotero library via the zotero Website http://www.youtube.com/watch?v=96smcB8Or-Avideo: zotero library via the zotero website http://www.youtube.com/watch?feature=player_embedded&v=96smcB8Or-A

1. Once you create an account in Zotero, you can also access your Zotero library via the Zotero website. This can be handy if you dont want to download Zoteroonto a computer you are temporarily using, just want to quickly check on something in your library, or want to use Zotero from a mobile device. To access yourlibrary on Zoteros website, go to zotero.org and click on log in in the upper right hand corner.2. Enter your username and password. Then choose the My Library tab. Here youcan see your library, your folders, and the items in those folders.3. If you click on a particular item, you can see all of the citation information for that item, as well as any attachments that might be connected to that item.4. You can also manually add new items to your library via the website versionof Zotero by using the green "create new item" icon.

5. To edit an item in the website verison of your Zotero library, click on the"Edit" icon. The editable citation fields will then appear.6. The manually add or edit options can be particularly useful if you are usingZotero from a mobile device. You don't need any apps to work with the websiteversion of Zotero on your mobile device - simply go to your Zotero website via your mobile browser. However, there are Zotero apps available that might help you with your mobile workflow. Here are some of the most popular Zotero apps: Zandy is an Android app that allows you to view, add, and edit items online, as well as work with your Zotero library offline; ZotPad is an iPad/iPhone app that allows you to integrate Zotero with your file storage server space (such as Dropbox) and connect to third-party PDF annotating software; Zotfile Reader is a plug-in that works with iPads and Android tablets to pull annotations from PDF files.

link zandy app: https://play.google.com/store/apps/details?id=com.gimranov.zandy.app link http://www.zotpad.com/*****************************************************Add Another Email AccountThis module will show you how to add an additional email address to your existing Zotero account. This will be particularly helpful if you signed up for Zoterowith a non-Oregon State University email address and now want to take advantageof OSU's Zotero Institutional Storage plan (500 MB per OSU user). To join OSU's Institutional Storage plan, you must have an OSU email address associated withyour Zotero account (for example, @oregonstate.edu or @onid.orst.edu). View the step-by-step screenshots below to learn how to add an email address to your existing Zotero account.

1. Go to the Zotero website and log in to your existing account with your current email address or user name.2. Choose "Settings" from the upper right-hand corner of the window.3. Within your Zotero Settings, choose the "Account" tab. Next, add an additional email to your existing Zotero account (for example, an @oregonstate.edu email). Finish by choosing "Update Emails." You should receive a confirmation email in your OSU email account verifying your new email account. Click on the confirmation link in that email.4. Once you have added an Oregon State University email address to your Zotero a


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ccount, your storage settings should automatically be updated to reflect the additional 500 MB you receive as a member of the OSU Zotero Institutional Storage plan.

The OSU Zotero Institutional Storage plan is provided thanks to money from the Technology Resources Fund (TRF). For questions about the details of OSU's ZoteroInstitutional Storage plan, contact Hannah Gascho Rempel at [email protected].*******************************************************Zotero Mobile Apps

You don't need any apps to work with the website version of Zotero on your mobile device - simply go to your Zotero website via your mobile browser. However, there are Zotero apps available that might help you with your mobile workflow. Here are some of the most popular Zotero apps: Zandy is an Android app that allows you to view, add, and edit items online, as well as work with your Zotero library offline; ZotPad is an iPad/iPhone app that allows you to integrate Zotero with your file storage server space (such as Dropbox) and connect to third-partyPDF annotating software; Zotfile Reader is a plug-in that works with iPads and Android tablets to pull annotations from PDF files.

Zotero BookmarkletThis module will demonstrate how to add items to your Zotero library on a mobiledevice, such as an iPad or iPhone, using the Zotero Bookmarklet tool. View the

step-by-step screenshots below to learn how to add install and use the Zotero Bookmarklet.

1. Go to the Zotero Bookmarklet site. https://www.zotero.org/bookmarklet/bookmarklet.html

2. Save the bookmarklet to your device's bookmarks.

3. After you have saved the bookmarklet (you can choose to rename the bookmarkif you choose), return to the Zotero bookmarklet page and copy the code provided(see below).

4. Return to the list of bookmarks on your device and choose edit.

5. Paste the code that you copied earlier into the URL space.

6. Next, open up the web version of your Zotero library in another tab (make sure to login to your account). Then do a database (or catalog, etc...) search inanother tab. Finally, click on the Zotero bookmarklet bookmark to select sources from your database search to add to your Zotero library.

7. Select the sources you would like to add to your Zotero library.

8. The sources from your search will be saved in your main My Library collection. To move them to another collection, first click on the "date modified" header to sort the items by date added or modified.

9. Next, select the items that you would like to move to a different collection. Then click on the add to a collection button to copy these items to a new collection.

10. From here, you can look at the metadata for any of the items you have placed in your collection, as well as open PDFs if any were available for saving.

Note: Zotero bookmarklet is in alpha testing right now, so don't be surprised if it doesn't always work. For example, it doesn't currently work with all datab


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ases. Also, the Zotero bookmarklet can be added to other browsers (Chrome, Internet Explorer, Opera, etc...) and can be used from a desktop computer as well.

*********************************************Get HelpZotero provides several types of support if you run into questions or problems.

Documentation that includes screenshots and screencasts http://www.zotero.org/support/

Forums that allow you to search to see if anyone is experiencing your same problem or ask questions of other Zotero users and developers. Responses are often given the same day.https://forums.zotero.org/categories/

************************************************OSU Libraries Help

If you have questions or run into problems using Zotero, there are several options for getting help at the OSU Libraries.

View the OSU Libraries Zotero Research Guide http://guides.library.oregonstate.

edu/homeAttend an in-person workshop Read the attached Zotero workshop handoutsRefer back to the relevant sections in either the Intro to Zotero or Advanced Zotero tutorials.Contact the Zotero librarian, Hannah Gascho Rempel,

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advanced zotero

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