Introduction to ZOTERO Zotero Sessions 1.Introduction to ZOTERO: managing documentation in the digital era  Serge Noiret (History Information Specialist, EUI Library) Twitter @sergenoiret Information Literacy & Research Skills Sessions Wednesday February 20, 2019, 1.30-3.30 p.m. Sala Capitolo, Badia Fiesolana  19/05/2019 Introduction to ZOTERO

Introduction to Zotero (1-4) Advanced Course (5-7) 19/05/2019 Introduction to Zotero (1-4) Advanced Course (5-7) Today: Introduction to Zotero 1: What is Zotero? 2: Installing Zotero 3: Zotero Syncing 4: Getting Stuff into Zotero 5: ZoteroBib Advanced Zotero Course 6 March 2019 6: Organizing Knowledge 7: Bibliographical Records 8: Zotero APPs 9: Questions & Answers 19/05/2019 Introduction to ZOTERO

Introduction to ZOTERO 19/05/2019 Chapter 1 What is Zotero ? [zoh-TAIR-oh] 19/05/2019 Introduction to ZOTERO 3

Introduction to ZOTERO 19/05/2019 Zotero is an easy-to-use yet powerful research tool that helps you gather, organize, and analyze sources (citations, full texts, web pages, images, and other objects), and lets you share the results of your research in a variety of ways Zotero won the best Computer Instructional Software Award already in 2007 and 2008 ! 19/05/2019 Introduction to ZOTERO

Zotero v.5.0.56 (October 2018) http://www.zotero.org/ 19/05/2019 Zotero v.5.0.56 (October 2018) http://www.zotero.org/ Starting July 2017, Zotero became only a standalone software Zotero 5 is coupled with the browsers Safari, Google Chrome, Opera & Mozilla/Firefox. Zotero 5 is available for MacOS, Windows, and Linux 32 & 64 bits Zotero is available in many languages Zotero is Open Source and serves a worldwide user’s community and is freely available through an Educational Community License 19/05/2019 Introduction to ZOTERO

Introduction to ZOTERO 19/05/2019 Documentation Zotero Documentation and quick start guide Zotero5 available video tutorials Zotero’s Forums Zotero’s FAQ Zotero blog Getting Involved with Zotero Zotero at the EUI: Blog blogs.eui.eu/zotero/ Zotero EUI Library Info Page  Follow Zotero on Twitter  Find Zotero on Facebook In Instagram #zotero 19/05/2019 Introduction to ZOTERO

What you can do with Zotero? Browser extensions for Chrome, Firefox, and Safari to help you save items with one click Automatic downloading of PDFs and webpage snapshots, Word processor plugins to help you quickly insert citations and automatically generate a bibliography from the citations in your document, with support for subsequent citations, given name disambiguation, ordered numeric styles, and other advanced features; Organization and tagging; Note-taking; Advanced sorting and searching; Group libraries for easy collaboration and sharing; Automatic syncing across your devices; Web access to your data, notes, and files;

Introduction to ZOTERO 19/05/2019 Chapter 2 Installing Zotero 19/05/2019 8 19/05/2019 Introduction to ZOTERO 8

Introduction to ZOTERO How to install Zotero 5.0 ? 1) First of all, download the installation file of Zotero for your operating system here. 2) Then, double click on the installation file and follow the wizard installation procedure. 3) Once you have installed Zotero, go to Zotero>Preferences>Sync. 4) Insert an account name and password you created earlier 5) Close the Preferences window and go back to Zotero. 6) After some seconds, Zotero will be synced with the cloud and you will be able to start to work with it 7) Do verify where you want Zotero to be installed on you computer! 19/05/2019 Introduction to ZOTERO

Introduction to ZOTERO Installing Zotero & browser extensions for Chrome, Safari, Firefox & Opera 19/05/2019 Introduction to ZOTERO

Zotero Browser’s Connectors 19/05/2019 Introduction to ZOTERO

Introduction to ZOTERO Copying and Pasting the EUI Library Link Resolver for accessing contents at the EUI 19/05/2019 Introduction to ZOTERO

Introduction to ZOTERO 19/05/2019 Chapter 3: Zotero Syncing & EUI-RRCHNM agreement 19/05/2019 Introduction to ZOTERO 13

EUI members have unlimited institutional storage in the cloud! RRCHNM – Fairfax, Virginia, USA – https://rrchnm.org/ Access to the Zotero Institutional Storage from the EUI is restricted to current members of the EUI (Faculty, Fellows, Researchers and Staff [*]), for the purposes of research, teaching, and private study. Please Note: once your affilitation to the EUI ceases, your Zotero storage quota will revert to the free 300 MB plan without prior notice. No data will be lost but in case you exceed 300 MB you will be prompted by Zotero to purchase a storage plan accordingly (check the FAQ for further details). 19/05/2019 Introduction to ZOTERO

Register for a Zotero EUI institutional account First step in setting up Zotero Institutional Storage is to register a personal Zotero Account at https://www.zotero.org/user/register/ Fill in the online form making sure you use your EUI email address in the Email field. As username you can use any meaningful name (i.e. your EUI username) Shortly you will receive an email (sender Zotero do_not_reply@zotero.org, subject Welcome to Zotero) containing a validation link to be used to activate your newly created account. As EUI user you now have unlimited space in the cloud at GMU and you can sync your library within all your devices, create and/or participate in groups, or post to the support forums, etc.. 19/05/2019 Introduction to ZOTERO

Register to the Zotero Syncing Server You have to successfully validate your account in Zotero Preferences Settings SYNC because Zotero supports online syncing Entering username and password you will be allowed to access your Zotero library from all your devices 19/05/2019 Introduction to ZOTERO

File Syncing in Zotero: no limit at EUI Data syncing syncs library items, but doesn't sync attached files (PDFs, audio and video files, images, etc.). To sync these files, you can set up file syncing to accompany data syncing, using either Zotero File Storage or WebDAV. Zotero File Storage is the recommended file sync option including syncing of files in group libraries, web-based access to PDFs and other attachments, easier setup, guaranteed compatibility, and improved upload performance for certain files. Each Zotero user is given unlimited syncing space at the EUI for attached 19/05/2019 Introduction to ZOTERO

Zotero People & Zotero EUI Community Create your own Zotero profile to access the EUI-RRCHNM storage agreement and help other researchers discover you and your work. Discover researchers working on similar projects. Browse through other researchers’ CVs and shared libraries. 19/05/2019 Introduction to ZOTERO

Introduction to ZOTERO 19/05/2019 Chapter 4 Getting Stuff Into Zotero 19/05/2019 19 19/05/2019 Introduction to ZOTERO 19

Zotero 3 Pins working area 19/05/2019 Zotero 3 Pins working area Click on the image to follow the Video Tutorial: Geting Stuff Into Zotero 19/05/2019 Introduction to ZOTERO

Getting Stuff Into Zotero 19/05/2019 Getting Stuff Into Zotero 1. Look at the Location Bar Icons: when you visit library websites, journal databases, blogs, and many other Zotero enabled sites you can click the icons that appear in the location bar to grab citation information and full contents of files. 2. Create New Item from Current Web Page button 3. Adding PDFs and Retrieving Metadata’s 4. Looking ad Items by Unique Identifier, ISBN, DOI, etc. 5. Manually Adding Items 6. Importing Records from Other Reference Tools like EndNote, Citavi, Refworks, Mendeley, etc., using compatible import formats like BibTeX, RIS, Refer/BibIX, Unqualified Dublin Core RDF, etc.. 19/05/2019 Introduction to ZOTERO

Capturing the web with Zotero 19/05/2019 Capturing the web with Zotero The web is not stable by definition: zotero captures today what you will need to view tomorrow. Zotero creates new primary sources directly from web pages and sites viewed in your browser. Web sources need to be contextualized with zotero tags, notes, meta-data’s and folders. Using the web as a «primary source database» obliges to find web sites not anymore available online and previous versions of websites. Zotero keeps as many versions you need inside your folders. Zotero offers a correct way to cite and re-use captured web contents 19/05/2019 Introduction to ZOTERO

EUI www.iue.it website historical versions: from archive.org to Zotero 19/05/2019 EUI www.iue.it website historical versions: from archive.org to Zotero 19/05/2019 Introduction to ZOTERO

Search my Zotero Library (& save advanced recurrent search) 19/05/2019 Introduction to ZOTERO

Managing my Zotero data library Info: formats of data Notes + Tags and subject keywords Related items – you can link a document to others in your Library In which folder are my data/documents? Select a document in 19/05/2019 Introduction to ZOTERO

Downloading or Adding PDF documents 19/05/2019 Introduction to ZOTERO

Introduction to ZOTERO Useful Suggestions Create library folders according to your thesis chapters, paragraphs etc. ? Create folders linked to paragraphs in essays, because of a lesson, a blog post, etc.. Whenever your drag and drop a file from a folder to another one you do a copy-paste Clean duplicates eventually or create duplicates because needed in another chapter Holding ALT in MAC or CTRL in Zotero you will know where is a document in your Library Insert ALL your PDF within your Zotero Library Remember that you will keep an unlimited space in Fairfax RRCHNM only thanks to your @eui.eu email 19/05/2019 Introduction to ZOTERO

Introduction to ZOTERO 19/05/2019 Chapter 5 ZoteroBib https://zbib.org/ Instant bibliographies without creating a Zotero account 19/05/2019 Introduction to ZOTERO 28

Need to create a quick bibliography? Try ZoteroBib ZoteroBib helps you build a bibliography instantly from any computer or device, without creating an account or installing any software. …. And the bibliography stays in the browser If you need to reuse sources across multiple projects or build a shared research library, we recommend using Zotero instead. (Zoterobib is available for Mac, Windows, & Linux) 19/05/2019 Introduction to ZOTERO

My ZoteroBib Bibliography ready to be exported 19/05/2019 Introduction to ZOTERO

Should I use ZoteroBib or Zotero ? See FAQ If you need to create a one-off bibliography for a paper, ZoteroBib is the quickest and easiest way to do it. If you’re working on a longer-term project, want to build up a research library to use across multiple projects, or need to collaborate with others, Zotero offers many more features ZoteroBib supports over 9,000 CSL styles, including popular styles such as APA, MLA, and Chicago/Turabian. These are the same styles used in Zotero. Citations are generated by the same sophisticated citation engine used in Zotero. Your bibliography is stored in your browser’s local storage by default. You can close the page and return to it later, and your bibliography will still be there — no need to worry about saving your data or logging in. Bibliographies are stored in your local browser storage until you delete them or clear your browser’s cache.