USING ZOTERO FOR CITATION MANAGEMENT W IN T ER 2020 R ESEA R C H C OM M ON S.L IB R A R Y.U B C .C A /
AGENDA FOR TODAY’S WORKSHOP 1. Introduction 2. Citation Management Using Zotero 3. Common problems and some tips 4. Questions 5. Exercise for you: Master Zotero In 20 Challenge 6. Wrap-up 2
TELL US ABOUT YOURSELF 1. About the Co-Instructors 2. What is your name and area of study? 3. What do you know about citation management? 4. What are your main concerns about Zotero? 5. Other concerns about citation management? 3
SERVICES AT THE RESEARCH COMMONS WORKSHOP o Citation Management (Mendeley, Zotero, and RefWorks) o Thesis Formatting o Data analysis software support (NVivo, SPSS) o Digital Core Skills & GIS ONE-ON-ONE CONSULTATION (in person, over Zoom, or by e-mail) 4
WHAT IS THE PROBLEM? 5
ZOTERO AS A SOLUTION 6
WHAT YOU CAN DO? – 4 IMPORTANT FEATURES Collect references from different sources Organize your database (annotate, rate, tag) Cite and generate bibliographies. Share references and collaborate with colleagues 7
CITATION MANAGEMENT TOOLS Zotero Mendeley Endnote RefWorks $299 ($100 student $100 (Free to UBC Price Free Free version) student ) 2 GB ($4.99 300 mb (2 GB /month ~ 2GB) Free space 1 GB 100 MB ~$1.67/month) (costs for private groups) PDF annotation and No (plug ins) Yes Yes No reader Snapshot Yes No Yes No Retrieve PDF Yes Yes Yes No citation data Full Text PDF Yes (should be Yes Yes No search activated) 3 rd party iPhones and iPads and 3 rd party provider for mobile-optimized mobile-optimized Mobile Android and providers for sites sites 8 iPhone Android
CITATION MANAGEMENT TOOLS COMPARISION Zotero Mendeley EndNote Desktop RefWorks Personal Profile Yes Yes Yes No Private group Unlimited Only one group Unlimited group No private group (just (groups & with a maximum of using EndNote Web sharing via RefShare) members) 3 members. (a 5 member group plan is $ 49 /month) Public group Unlimited Unlimited No No (but the URLs are sharable) Social network Yes Yes (has a like No No (follower & button) following lists) Collaboration Yes Yes No No newsfeed Group page and Yes Yes No No discussion forum 9
INSTALLATION AND SET-UP Download and install Zotero: q Download and install MS Word plugin q Add the browser extension (for standalone version) Set up your Zotero account: q Set your Zotero account with Zotero on your computer 10
STEP 1 – COLLECT AND ADD REFERENCES To capture and add references, import: q Directly from Google Scholar q From the Library search / Summon q From online article databases Some citations may need to be manually added q PDFs can also be added (manually) 11
STEP 2 – ORGANIZE YOUR LIBRARY q Create folders and subfolders q Add notes, tags, and comments q Add an attachment (PDF or Image) 12
STEP 3 – CITING AND GENERATING BIBLIOGRAPHIES q Add in-text citations and bibliography in MS Word q Add in-text citations and bibliography in Google Doc q Citation in an email and presentation q Select preferred citation style 13
STEP 4 – SHARE REFERENCES AND COLLABORATION To share and collaborate: q Create a Group folder and share your documents 14
COMMON PROBLEMS THAT COME UP WITH ZOTERO q Incompatible plugin q Zotero toolbar doesn't appear q Debugging broken documents q Communication error or non-responsive plugin buttons 15
REMINDER: ZOTERO IS NOT PERFECT • Remember, Zotero is a helpful tool but not perfect. Ultimately it is up to you to make sure all of your citations are formatted correctly. • Double check your bibliography! Make sure all relevant and correct information about each source has been added and entered properly. 16
SOME PRACTICE -- MASTERING ZOTERO IN 20 STEPS • An activity for you to master Zotero • Please contact us for the answer key 17
THANK YOU! 18
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