ZoteroSessions 1.Introduction to ZOTERO: managing …€¦ · tool that helps you gather, organize, and analyze sources (citations, full texts, web pages, images, and other objects),

Zotero Sessions 1.Introduction to ZOTERO:

managing documentation in the digital era

Serge Noiret

(History Information Specialist, EUI Library)

Twitter @sergenoiret

Information Literacy & Research Skills Sessions

Wednesday September 25, 2019, 1.30-3.30 p.m.

Theater, Badia Fiesolana

25/09/2019 Introduction to ZOTERO

Today: Introduction to

Zotero

1: What is Zotero?

2: Installing Zotero

3: Zotero Syncing

4: Getting Stuff into Zotero

5: ZoteroBib

Advanced Zotero Course

30 October 2019

6: Organizing Knowledge

7: Bibliographical Records

8: Zotero APPs

9: Questions & Answers


Introduction to Zotero (1-5)

Advanced Course (6-9)


Chapter 1

What is Zotero ?

[zoh-TAIR-oh]

Zotero won the best Computer

Instructional Software Award

already in 2007 and 2008 !


Zotero is an easy-to-use yet powerful research

tool that helps you gather, organize, and

analyze sources (citations, full texts, web

pages, images, and other objects), and lets you

share the results of your research in a variety

of ways


• Starting July 2017, Zotero became only a standalone software

• Zotero 5 is coupled with the browsers Safari, Google Chrome & Mozilla/Firefox.

• Zotero 5 is available for MacOS, Windows, and Linux 32 & 64 bits

• Zotero is available in many languages• Zotero is Open Source and serves a worldwide user’s

community and is freely available through an Educational Community License

Zotero v.5.0.74

(September 2019)

http://www.zotero.org/

• Zotero Documentation and

quick start guide

• Zotero5 available video

tutorials

• Zotero’s Forums

• Zotero’s FAQ

• Zotero blog

• Getting Involved with

Zotero

• Follow Zotero on Twitter

• Find Zotero on Facebook

• In Instagram #zotero

Zotero at the EUI:

• Blog blogs.eui.eu/zotero/

• Zotero EUI Library Info Page


Documentation

• Browser extensions for Chrome, Firefox, and Safari to help you save items

with one click

• Bibliographical citations + Word processor plugins to help you quickly

insert citations and automatically generate a bibliography;

• Automatic downloading of PDFs

• Archiving web pages

• Organization and tagging of items in Zotero;

• Note-taking;

• Advanced sorting and searching;

• Group libraries for easy collaboration and sharing;

• Automatic syncing across your devices;

• Web access to your data, notes, and files in the cloud;

What you can do with Zotero?

25/09/2019 825/09/2019 Introduction to ZOTERO

Chapter 2

Installing Zotero

How to install Zotero 5.0 ?

First of all, download the installation file of Zotero for your operating system here.

Then, double click on the installation file and follow the wizard installation procedure.

Do verify first where you want Zotero to be installed on you computer!

Once you have installed Zotero, go to Zotero>Preferences>Sync + install EUI Link resolver.

Insert an account name and password you created earlier

Close the Preferences window and go back to Zotero.

After some seconds, Zotero will be synced with the cloud and you will be able to start to work populating Zotero



Installing

Zotero

&

browser

extensions

for Chrome,

Safari,

Firefox &

Opera

ZoteroBrowser’sConnectors


Copying and Pasting the EUI Library Link Resolver for accessingcontents atthe EUI



Chapter 3:

Zotero Syncing & EUI-

RRCHNM agreement

RRCHNM – Fairfax, Virginia, USA

– https://rrchnm.org/


EUI members have unlimited

institutional storage in the cloud!

Access to the Zotero Institutional

Storage from the EUI is restricted

to current members of the EUI

(Faculty, Fellows, Researchers and

Staff [*]), for the purposes of

research, teaching, and private

study.

Please Note: once your affiliation

to the EUI ceases, your Zotero

storage quota will revert to the

free 300 MB plan without prior

notice. No data will be lost but in

case you exceed 300 MB you will

be prompted by Zotero to

purchase a storage plan

accordingly (check the FAQ for

further details).


Register for a Zotero EUI institutional account

1. First step in setting up Zotero Institutional Storage

is to register a personal Zotero

Account at https://www.zotero.org/user/register/

2. Fill in the online form making sure you use

your EUI email address in the Email field. As

username you can use any meaningful name (i.e.

your EUI username)

3. Shortly you will receive an email (sender Zotero

[email protected], subject Welcome to

Zotero) containing a validation link to be used to

activate your newly created account.

4. As EUI user you now have unlimited space in the

cloud at GMU and you can sync your library within

all your devices, create and/or participate in

groups, or post to the support forums, etc..

• You have to successfully

validate your account in Zotero

Preferences Settings SYNC

because Zotero supports

online syncing

• Entering username and

password you will be allowed

to access your Zotero library

from all your devices


Register to the Zotero Syncing Server

File Syncing in Zotero: no limit at EUI

• Data syncing syncs library items, but

doesn't sync attached files (PDFs, audio

and video files, images, etc.). To sync

these files, you can set up file syncing to

accompany data syncing, using either

Zotero File Storage or WebDAV.

• Zotero File Storage is the recommended

file sync option including syncing of files

in group libraries, web-based access to

PDFs and other attachments, easier

setup, guaranteed compatibility, and

improved upload performance for certain

files. Each Zotero user is given unlimited

syncing space at the EUI for attached


• Create your own Zotero profile

to access the EUI-RRCHNM

storage agreement and help

other researchers discover you

and your work.

• Discover researchers working

on similar projects.

• Browse through other

researchers’ CVs and shared

libraries.


Zotero People & Zotero EUI Community

25/09/201925/09/2019 Introduction to ZOTERO

Chapter 4

Getting Stuff Into Zotero


Click on the

image to

follow the

Video Tutorial:

Geting Stuff

Into Zotero

Zotero 3 Pins working area


Getting Stuff Into Zotero

Look at the Location Bar Icons: when you visit library websites,

journal databases, blogs, and many other Zotero enabled sites you

can click on the icons that appear in the location bar to grab

citation information and full contents of files.

Create New Item from Current Web Page button

Adding PDFs and Retrieving Metadata’s

Looking ad Items by Unique Identifier, ISBN, DOI, etc.

Manually Adding Items

Importing Records from Other Reference Tools like EndNote,

Citavi, Refworks, Mendeley, etc., using compatible import formats

like BibTeX, RIS, Refer/BibIX, Unqualified Dublin Core RDF, etc..


Capturing the web with Zotero

• The web is not stable by definition: zotero captures today

what you will need to view tomorrow.

• Zotero creates new primary sources directly from web pages

and sites viewed in your browser.

• Web sources need to be contextualized with zotero tags,

notes, meta-data’s and folders.

• Using the web as a «primary source database» obliges to

find web sites not anymore available online and previous

versions of websites. Zotero keeps as many versions you

need inside your folders.

• Zotero offers a correct way to cite and re-use captured web

contents


EUI www.iue.it website historical

versions: from archive.org to Zotero


Searching my

Zotero Library

(& save advanced

recurrent search)

Managing my Zotero data library

• Info: formats of data

• Notes + Tags and subject keywords

• Related items – you can link a document to

others in your Library

• Locating Documents: in which folder are my

data/documents? See location of documents

using CONTROL in Windows and ALT for

Mac.


Downloading or Adding PDF documents


Useful Suggestions & Precautions

• Create library folders according to your thesis chapters, your

research project etc. ?

• Create folders linked to paragraphs in essays, because of a lesson,

a blog post, etc..

• Whenever your drag and drop a file from a folder to another one

you do a copy-paste

• Clean duplicates eventually or create duplicates because needed

in another chapter

• Holding ALT in MAC or CTRL in Zotero you will know where is a

document in your Library

• Insert ALL your PDF within your Zotero Library

• Remember that you will keep an unlimited space in Fairfax

RRCHNM thanks to your @eui.eu email25/09/2019 Introduction to ZOTERO

Introduction to ZOTERO

Chapter 5

ZoteroBib https://zbib.org/

Instant bibliographies without

creating a Zotero account

25/09/2019


Need to create a quick full citation or bibliography?

Try ZoteroBib

ZoteroBib helps you build a

bibliography instantly from any

computer or device, without

creating an account or installing

any software. ….

And the bibliography stays in the

browser

If you need to reuse sources

across multiple projects or build a

shared research library, we

recommend using Zotero instead.

Zoterobib is available for Mac,

Windows, & Linux


My ZoteroBibBibliographyready to be exported

• If you need to create a one-off bibliography for a paper, ZoteroBib is the

quickest and easiest way to do it.

• If you’re working on a longer-term project, want to build up a research

library to use across multiple projects, or need to collaborate with others,

Zotero offers many more features.

• ZoteroBib supports over 9,000 CSL styles, including popular styles such as

APA, MLA, and Chicago/Turabian. These are the same styles used in

Zotero. Citations are generated by the same sophisticated citation

engine used in Zotero.

• Your bibliography is stored in your browser’s local storage by default until

you delete them or clear your browser’s cache. You can close the page and

return to it later, and your bibliography will still be there — no need to

worry about saving your data or logging in.

Should I use ZoteroBib or Zotero ? See FAQ