Citation Management: Using Zotero Brought to you by: Research Commons [Dana C., Mehdi P., Sarah E.]...
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Citation Management: Using Zotero
Brought to you by: Research Commons[Dana C., Mehdi P., Sarah E.]
September 26, 2012
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Learning Objectives
Come away with a basic understanding of how to use Zotero:
Including features such as:
Grab your research with a single click.Collect
It has never been easier to sort your research
You’re never more than a click away from a bibliography
Your data is always where you need it
Work together and share with the world.
Organize
Cite
Sync
Collaborate
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The Most Common Tools
Zotero (Free)
Mendeley (Free)
EndNote (Paid)
RefWorks (Free while you are a UBC student)
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Overview
Zotero functionality
Creating your Zotero library
Adding references to your Zotero library
Managing your documents and references
Creating bibliographies
Using Zotero with MS Word
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Typical Researcher Writing a Paper…
Source: flickr/toennessen
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Zotero Works with
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Zotero Structure
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Folders (My Library) Reference List
(In selected folder) Reference Inforamtion (in selected reference)
Firefox Addons
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Toolbar in the Word Processor
1. Insert Citation
2. Edit Citation
3. Insert Bibliography
4. Edit Bibliography
5. Refresh
6. Set Doc Preferences
7. Remove Codes
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Citation Windows
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Zotero Online Library
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Incompatible plugin
Zotero toolbar doesn't appear
Debugging broken documents
Communication error or non-responsive plugin buttons
Four Commons Problems in Zotero
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If you try to use an incompatible version of the plugin, you will receive an error message similar to:
“This version of the Zotero Word Plugin is incompatible with the currently installed version of the Zotero Firefox extension. Please ensure that you are using the latest versions of both components.”
After upgrading Zotero you will also need to upgrade your plugin.
The Zotero word processor plugin will only work if you install the correct version.
Incompatible plugin
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If the Zotero toolbar does not appear, follow these steps:
1.Close Word or LibreOffice.
2.In Firefox or Zotero Standalone, go to Tools→Add-ons→Extensions.
3.Click the “Preferences”/“Options” button next to “Zotero Word for Windows Integration,” depending on your operating system and word processor.
4.Click “Reinstall Extension” and then restart your word processor.
Zotero toolbar doesn't appear
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1.Make sure the Track Changes feature in Word is disabled, as it is known to cause problems with Zotero integration.
2.Check for citations in image captions. Zotero won't let you insert them, but if you copied a citation to a caption that's most likely the source of the problem. Delete it.
3.Try copying and pasting the document content into a new document to see if the problem goes away.
If you can insert citations into new documents but receive an error in an existing document, follow these steps:
Debugging broken documents
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4.Make a copy of your document—by duplicating the file itself, not by copying and pasting the content—to use for debugging.
5.Open the copied file and check if you get the error after switching to a different bibliography style.
6. If the document has a bibliography, delete it and check if you still get the error.
7. Check if “Report Errors…” in the Zotero Actions menu is active and if new errors appear after attempting to insert a citation. If so, send in an error report and post the provided Report ID to the forums.
Debugging broken documents
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Citations and bibliographies generated by the word processor plugins might appear in a different style (font, font-size, etc) than the surrounding text. The appearance of the generated text can be changed by changing the default style.
Bibliography formatting is controlled in the style file, and should conform to the requirements of the style in use. The formatting of the bibliography can be modified by editing the “Bibliography” (Word)
Formatting issues
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Remember, Zotero is helpful but not perfect, so ultimately it's up to you to make sure your citations are formatted correctly!
Double check your bibliography! Make sure relevant and correct information about the sources have been entered properly.
Zotero Is NOT Perfect
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Make sure you have already added to Zotero all the sources that you’re going to use for your paper (Keep open Zotero window while you are adding a reference)
Make sure you have filled in all the relevant information for each of your sources (double-check)
Remember
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Zotero Support
• On the Support page on the Zotero website (http://www.zotero.org/support/), which is available in several languages, you can find documentation on additional features of Zotero as well as FAQ and a number of screencast tutorials.
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• The Firefox web browser can be downloaded for free at: http://www.mozilla.com/en-US/firefox/
• To download and install Zotero go to: http://www.zotero.org
• A Beginner’s Guide to Using Zotero - UBC Biomedical Branch Library. Available at: http://www.slideshare.net/giustinid/beginners-guide-to-zotero.
• Zotero Quick Start Guide. Available at: http://www.zotero.org/support/quick_start_guide.
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References
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