Managing Your Literature Search Using Zotero Deb Werner Biomedical Reference Librarian dwerner@uchicago.edu Outline Overview of Zotero Install Zotero Standalone + Connector Set up Online Sync Save Citations Use Zotero with Microsoft Word What is Zotero? A reference manager that facilitates collecting and organizing references. Have you begun your lit review? Yes No Are you using a reference manager to save references found in your lit review? Yes No Which reference manager do you use? 1. EndNote 2. Mendeley 3. Papers 4. RefWorks 5. Zotero 6. Other Add-on or Standalone? Add-on Runs in Firefox Compatible with Firefox only Add-on or Standalone? Standalone Runs as a separate application Compatible with Firefox, Chrome, and Safari Zotero Library Browser extension Connects your browser to the Standalone Install Zotero 1. Exit Microsoft Word 2. Go to Zotero.org 3. Click 4. Install the Standalone 5. Install the extension Set Up Online Sync 1. Go to Zotero.org 2. Click to register (upper right) 3. Create your account 4. Verify your account 5. Launch Zotero Standalone 6. Go to Actions > Preferences > Sync and enter your account information Set Up PDF Indexing 1. Go to Actions > Preferences > Search 2. Click Check for Installer Save Citations From sites with Zotero translators: • Icon appears in the location bar of your browser • Click to save citations to Zotero Save Citations From websites without Zotero translators: • Right-click anywhere on the page • Click to save to Zotero Drag & Drop PDFs Save Citations from PubMed Save Citations from PubMed – Multiple Pages • Select “Send to” • Select “File” • Under Format, select “XML” • Click “Create File” button • In Zotero, Import file Zotero with Word – Windows Found in Add-Ins ribbon Zotero with Word – Mac View > Toolbars > Zotero Use Zotero with Word • Set citation style • Add citations: in-text or footnotes • Add multiple citations • Update citations & refresh the document • Insert bibliography Learn More & Get Help Zotero Guide: guides.lib.uchicago.edu/zotero • Email your questions or schedule a consultation Zotero.org • Quick Start Guide • Screencast tutorials • Discussion forums Do More with Zotero • Add by Identifier – save citations by DOI, ISBN, etc. • Duplicates – find & reconcile duplicate citations • Folders – organize your library • Groups – share citations with collaborators • Notes – take research notes in Zotero • Proxies – configure automatic proxy access Questions? Thank you! Transfer Citations Import RIS files: • Go to Actions > Import • Select the RIS file