Introduction to Zotero Diaporama en anglais

1. Workshop 3 : Managing bibliographic
references with Zotero
Information Literacy Seminar– January 2016
SCD de l'Université de Rennes 1 - INSA de Rennes - URFIST

2. Form@doct : about the training sessions

3. PLAN
Bibliographic management softwares: introduction
1. First steps with Zotero : installation and collecting
references
2. Organizing your citation library
3. Creating a Zotero account
4. Creating bibliographies with a word processor
5. Sharing references : creating groups
2

4. Biblioghraphic management tools
A free, easy-to-use tool to help you collect, organize, cite, and share
your research sources
• Collect automatically references from ejournals, databases and
web pages
• Store and enhance your references
• Manage easily massive reference corpus
• Save and store all your search material: PDFs, images, audio or
video files…
• Cite and generate a bibliography and insert the citations in a word
processor (MS Word, Open Office)
• Synchronize and share: store your library online and access it
from anywhere
• Collaborate: for collaborative work
• Avoid wasting time to copy and paste into your final document

5. 1. What is Zotero for ?
Easy to use :
2 versions available online :
• A Browser add-on : Zotero for
Firefox
OR
• A separate application : Zotero
standalone
=> Which can work with Firefox,
Chrome or Safari browsers
thanks to an additionnal
extension
NB : it is better not to run both Zotero
for firefox and standalone on the
same computer
Easy to download :
• Free and open source
• Created in 2006 by the Centre
for History and New Media of
the George Mason University
(USA)
http://www.zotero.org

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6
What can be done with Zotero ?
… Etc.
Bibliography
1__________2__
________3_____
_____4________
__5__________
Article with
inserted citations
and complete
bibliography
Webpages
Zotero database
(containing
references and
articles
Online and shared
bibliographies

7. 1.1 Installing Zotero
Which version to choose?
If you use Firefox browser:
Choose Firefox add-on
1- Download Zotero 4.0 from this page:
http://www.zotero.org
2- Once you have installed Zotero : restart Firefox
=> Open Zotero dashboard by clicking on the z icon
OR
If you use another browser:
• Choose Zotero Standalone
1- Select the version adapted to your OS (Windows, Mac,
Linux)
2- Install the extension linked to your browser (Firefox,
Chrome or Safari)

8. 1.1 Installing Zotero
By default, you will download a version in the language set up
in your browser.
To set up another language :
1. Type about:config in the address bar
2. Then, click « I know what I am doing »
3. Select general.useragent.locale
4. Choose « en » instead of « fr » for an English version of Zotero.

9. 1.1 Installing Zotero

10. 1.1 Installing Zotero
10

11. 1.2 Importing and adding references
1. Importing references
automatically
2. Extracting references from a
PDF
3. Importing references from an
identifier (DOI, ISBN)
4. Making a reference from a
web page (bookmarking)
5. Adding references manually
URFIST - SCD U.Rennes 1 11

12. 1.2 Importing references
Saving
automatically
bundles
of references
Firefox 38.3

13. 1.2 Importing references
Select the
documents &
references
to save in the
list

14. 1.2 Importing references
References have to be checked
and completed if necessary
List of saved
references
PDF documents
may be attached
to the references

15. 1.2 Importing references
These websites are Zotero-compliant :
• ScienceDirect, SpringerLink, Wiley online Library, Google Scholar
and G Books, PubMed, Amazon, ACS, Cairn, Europress, Sudoc,
library catalog or discovery tool of Rennes 1 and INSA Rennes
• Non comprehensive list can be found here :
http://www.zotero.org/translators
• Every page displayed on a browser (article from a website for which
no translator exists for instance) can at least be saved as a
webpage with some metadata (type, title, Url, date of access). These
metadata need to be completed manually so that the reference
could be valid.

16. 1.2 Importing references
URFIST - SCD U.Rennes 1 16
Let us import an article from ScienceDirect
You can either:
save a bundle of
references
or a single reference
Or use the export citations
button on the results page

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1.2 Importing references
Drag and drop the
PDF file under the
reference

18. 1.2 Importing references
More solutions to get citation information into Zotero :
1. Retrieve metadata from a PDF
2. Use ISBN of a book, or DOI of an article
3. Add reference manually
4. Create a reference from a web page

19. Retrieve metadata from a PDF
1- Drag and drop
the pdf into
your Zotero library
2- Right clic on the file
3- Retrieve metadata
from PDF

20. Retrieve metadata from a PDF
All the metadata are
automatically
retrieved

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1.2 Importing references using an identifier
1- Copy the DOI
2- Add a document
using an identifier
Don’t forget to attach
the associated pdf

22. 1.2 Importing references
Web pages
• Automatic import
Complete the
information
if necessary

23. 1.2 Importing references
If no automatic import is possible
(even as a webpage or if no metadata can be extracted from
the PDF)
Then create a new item
Choose the item type
to add
Fill in the fields manually
in the right column

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1. 2 Retrieve and create references
Importing records from other reference manager softwares
EndNote for instance
• Ex : RIS, bibteX formats
Once you have downloaded the file containing the references
onto your PC
• In the toolbar, use the Actions button ( )
• Choose Import

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2. Organizing references
• Organizing your citation library
• Updating references
• Looking up the full text
• Sorting references
• Adding notes
• Marking up with tags
• Exports
• Linking 2 citations

26. 2. Organizing references
Single referenceReference listLibrary
and its
collections

27. 2. Organizing references
• Toolbar
- Create a collection
- Create a group
- Actions : import, export
preferences
- New item : add a new item
manually
- Retrieve a reference using an
identifier
- Add a note
- Attach a screenshot, link to the
current webpage, attach a copy of a file
or make a link to a file on your PC
- Advanced search
- Search into your Z library
- Run the synchronization
of your library with the Zotero.org
server

28. 2. Organizing references
• Preferences

29. 2. Organizing references
• Complete a reference
Add more entries
To complete a field
click in

30. 2. Organizing references
• Add notes and keywords
Type the note
into the text editor
Click on the « Tag » tab
Add and type the keyword
Use the « Related » tab to
create a connection (link) with
another reference

31. 2. Organizing references
Add a tag
Assign a color
• Characterizing your tags

32. 2. Organizing references
• Sort and organize references
My Library
Contains all the
references
Organize :
Create a collection
(folder) and
sub collection
Drag and drop the
references
Rename or
delete (right click)

33. • Deduplicating and merging references
Show duplicates
In your Zotero library
Select the
duplicates
View the content
Merge 2 items
2. Organizing references

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2 - Organizing references
Search into your Zotero library
Advanced search
available from the
toolbar

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2 - Organizing references
Performing a search in your library by using tags
Display the tag
window in the left
column
It is possible to
filter the references
by selecting the
keywords (tags)

36. 3. Saving your Zotero library on line
Synchronize your references with the Zotero.org server
It allows you to :
• Save your library on the distant server
→ free until 300 Mo
• Create backups of your references
→ save also on a 3e media (usb key)
• Access your Zotero library wherever you are
→ create a personal account

37. 3. Save your Zotero library
1. Create an account on Zotero.org server
2. Enter your identifier and
password
Click in the toolbar the Actions button
Preferences and Sync tab
3. Run the synchronization

38. 4. Creating bibliographies
• Choosing a bibliographic style
• Creating bibliographies from a collection
• Using Zotero with a word processor Word or Libre Office
• Citing while you write instead of rewriting your
references

39. 4- Creating bibliographies
• Choosing a citation style : Zotero Style Repository
Go to Zotero Preferences menu /
Cite tab
See the 12 default styles
To find other styles
Click on the button
Get additional styles

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4. Creating bibliographies
40
Search among the 16 000 styles the Zotero repository contains

41. 4. Creating bibliographies
1- Select a collection
or the references of
your choice
Right-click to display
the contextual menu
2- Choose "Create a bibliography from collection or
selected references"
3- Or simply drag and drop your Zotero library
references into an open document in a word
processor

42. 4- Creating bibliographies
1 - Choose the bibliographic style to use to generate your bibliography
2 - Specify the document
format required
Or Print
Or Copy in the Clipboard

43. 4- Citing references from your library
• Using Zotero in a word processor
To insert references in your text as you are
writing.
You first need to install a new plugin.
Standalone Version
plugins are « pre-installed »
Go to Preferences
Cite tab
Word processor tab
And finish the installation

44. 4- Citing references from your library
• Using Zotero in a word processor
Firefox
Go to Preferences
Cite tab
Word processors tab
Click on the link
Obtain extensions for word processor“
Check the compatibility with your
word processor
(Word, OpenOffice or LibreOffice)
Install the corresponding plugin.

45. 4- Citing with Zotero
• Zotero toolbar in Word ou Libre Office
Insert a
citation
Create the bibliography
Edit the inserted citation
Edit the bibliography
Show preferences
(to change the style)
Refresh the citations
and the bibliography

46. 4- Citing with Zotero
1- Place the cursor at the
location in your document
where you want to insert a
citation
2- Click on the insert button
3- Define the preferences (style)
and the type of citation
4- Tape a word or a name to find
the required citation
5- Enter
6- At the end of the document,
click on the « Insert
bibliography » button

47. 5- Sharing references
• You can share your reference library
• Zotero is also a collaborative tool : you can create
a group
• And manage collaborative bibliographies
Set the group as
- Public or private
Describe your group by
- Name and goal
- Status
- Subject
- etc.
Set rights
- owner, editor

48. Resources
• Tutorial Form@doct
http://guides-formadoct.ueb.eu/zotero
=> Link to the satisfaction survey
• Blog
http://zotero.hypotheses.org/
• Need more help ?
http://www.ubib.fr

49. Contacts
Campus Centre
cristina.pereira@univ-rennes1.fr
marie-laure.malingre@uhb.fr
Campus Sciences – INSA
agnes.colnot@univ-rennes1.fr
marc.lemarchand@univ-rennes1.fr
Campus Santé
marie.didier@univ-rennes1.fr
clemence.martin@univ-rennes1.fr
INSA
damien.belveze@insa-rennes.fr
emilie.marie@insa-rennes.fr

50. Please, rate this session !
…Thank you