Spiral Galaxies NGC 2207 and IC 2163 colliding. Debra M. Elmegreen & the Hubble Heritage Team, NASA/courtesy of Nasaimages.org

Zotero


Introduction

Zotero is web based software that helps you manage your research, format citations and create a bibliography.  Zotero is:


Loading Firefox & Zotero

To download Firefox:  http://www.mozilla.com/en-US/firefox/

Once Firefox is loaded:

To download the Zotero extension:  http://www.zotero.org/

Zotero help: 


Set-up 

When you load Zotero, you will automatically get the button in the lower right corner.

If you'd like to add a button in the task bar.  You can also add a button to the top if you choose.

 

 

You need to make changes in preferences to automatically capture images.  To do this:

 

You will get the menu below.  

 

Click on the Export tab to highlight it.  

 

 

Proxy tab

If you're having problems using Zotero with library databases, you need to enable the proxy.

  If you have problems accessing library databases after setting up the proxy, you may need to add or change a specific proxy address.  Contact the Reference Desk at 801-626-6415, refdesk@weber.edu or by chat (see icons on most library pages:  http://library.weber.edu )  You can also fix the problem by unchecking the Automatically remember proxied resources, by may have problems accessing the databases.

 

 


Saving Sources

The Zotero window does not have to be open to work to capture information from library databases or Google Scholar (and some other scholarly search engines).  It does have to be open to capture information from a web page.

Zotero saves information from the page that shows on the screen.  If you can't see the page, Zotero can't save the information.  To save another page go to that page. 

On library databases, you can use the database software to collect sources from different pages into one file/page and then save the information on that single page to Zotero.


from  library databases

To save one item:

Example from the Stewart Library catalog:

 

to save items on one page

  Zotero will not save articles you have to link to using Article Link (the Find Fulltext link or button) or access indirectly. 

  There are problems saving from ScienceDirect (now SciVerse) and IEEE Xplore (ASPP).   They are exploring ways to work to work around this, but right now the best way is to take a web snapshot (see below), attach the article manually and fill in any missing information.  

Example from a library database:  Academic Search Premier.

 

to save items on more than one page

You can:

This examples uses Academic Search Premier.  Most library databases allow you to save multiple items to a file, but the exact way you do so differs by database.

  The menu on the right in the image below is now on the left (with the exception of the folder view.)  This image shows an older version of the Ebsco interface.

 

Once you are on Folder View, follow the normal directions for saving items on a page.


from Google Scholar

Saving items from Google Scholar and other scholarly search engines works just like saving items from one page of a library database (you do not need to open Zotero first.)

The only way to save more than one page is to go to each page separately.  There is no way to combine pages from Google Scholar and other scholarly search engines.


from a web page

  Having a screenshot is a good idea in case the web page disappears.  If a web page disappears, the screenshot will prove it did exist.

To save information from a webpage AND to save a screenshot of a webpage: 

Remember, you can only save the information you can see or scroll to on the screen.  If you have to click and go to another page, you need to add that page separately.

  You will need to type in information such as the name of the web page or the title and/or author of the page as well as the date into the Info box on the right side for the system to generate an accurate citation.


Other nifty things you can do on Zotero

Add notes:  to help you remember the content, where you found it, why you liked it, etc.

Add tags: to make it easier to search your citations for a specific subject.

  For additional nifty features, such as highlighting web pages you've captured, see:  http://www.zotero.org/documentation/start.


Making a bibliography or reference list

There are several ways to do a bibliography.

 

Go to your word processor and open the file just as you would any other.  You'll see: 

Make any necessary corrections and you're ready to go.


Using the Word plugin for Zotero

There are also  plugins for OpenOffice and NeoOffice.

  Zotero updates styles much more quickly than Word.  Even Word 2010 is incorrect for electronic resources for both MLA and APA.

Using the plug-in is a good way to use Word AND get the latest citation styles.   This is also the easiest way to generate footnotes/endnotes/parenthetical references.

Go to:   http://www.zotero.org/documentation/microsoft_word_integration.  Scroll down to:  Download Windows Installer (119KB, English only)

NOTE:  you can download other language versions, but must do so manually.

Install the plug-in.  You may have to open and close Word for this to work

When the plugin has installed, you will see a new toolbar: 

You can:

Once you've set the format preference, you will get a screen that will let you choose what citation to add. It will be added as a note (or footnote) format - we'll look at doing bibliographies or reference lists below.

To preview the note, click on the Show Editor button on the bottom left.

To credit more than one source, click on the Multiple Sources button at the bottom left.

Click OK and you'll get the following information inserted in your Word document (make sure the mouse is pointing where you want the note to go.) 

NOTE:  appearance will vary depending on format selected.  This is the Chicago/Turabian author/date format.

  Notes and references are only as accurate as the information in Zotero.  It is pretty accurate for materials taken from library databases.  For other information, you will need to check and be sure all necessary information is listed in the record and added it manually if it is not.

 

To create a bibliography from your notes, click on the Create Bibliography icon.  NOTE:  to add other citations to the bibliography that are not in  your notes, drag and drop them from Zotero.  To create a bibliography when there are no notes, follow the directions in Creating Bibliographies and Reference lists, above.

    You need to have Firefox and Zotero open to use the Word plugin.

This works with Mac Word X and 2004.  Zotero 2.0+ will work with 2008, but there won't be a toolbar.   Check the Zotero documentation for recent updates.


Saving your information

There are several ways you can save files and attachments of articles and web pages.

Portable Firefox/Zotero:


Zotero Reports

Zotero reports give you information about the sources in note card format.    It is a useful way to scan the information you've collected and figure out what additional information you need. 

   Not all websites and sources provide all the information you need for a citation.  Zotero gives you the basic information, enough to find the source again, but does not always pick up all the information you need to do a citation and notes.   Check and add missing information manually if necessary.

To create a Zotero report:

 

When you open the report in Word, it will look more like: 

  For the extra credit assignment, please space between items before you save it and turn it in.

 

Zotero report in Word