1. Jacynthe Touchette, MSI JGH Health Sciences Library
Zotero Basics
Jacynthe Touchette, MSI
JGH Health Sciences Library

2. At the end of this course you will
Be able to create a Zotero library
Be able to enter, import and manage records
Be able to search your library and generate lists of references.

3. Agenda What is Zotero? Download Zotero Create a new library
Create a record manually
Import citations
PubMed
EBSCO databases (ex. CINAHL)
Ovid SP databases (ex. Medline)
Google Scholar
EndNote
Access full-text from each record
Attach file
Create groups
Search your citations
Delete duplicates
Choose your output style
Export your references
What is CWYW?
Use CWYW with Zotero
Support with Zotero
Get even more with Zotero

4. What is Zotero?
Zotero is a bibliographic, citation or bookmark manager software
Create a searchable customized database
Keep track of the articles, Web sites, books you are reading
Keep track of other formats (images, tables, etc.)
Import citations directly from databases or e-journals
Connect full-text to your records
Archive a PDF version of Web pages you save
Allows to store your library in the “clouds” and access it anywhere
OPEN SOURCE = FREE!

5. Download Zotero Zotero is available at www.zotero.org (free)
To get a full access to the features
Download the stand alone version along with an add-on to your favorite browser
Sign up to create an account and to be able to sync your library “in the clouds”

6. Create a new library
Go to File > New Collection > Name you collection > Done!

7. Create a record manually
Click on the green icon and choose the right format (click on more to see the whole list)

8. Create a record manually
Fill the fields in the “info” tab.
Minimum info for an article: Title, author, publication, volume, issue, pages, date.

9. Create a record manually – Additional options
You can also add a note to a record, click on the “note” tab and write your text (thoughts, important quotes, etc.)
You can also add tags to a record with the “tag” tab.

10. Create a record manually – Additional options
Related tab: Create links between different records by selecting “related records” for each record.

11. Import citations
For any type of database, locate the folder icon in the URL field of your browser, or next to it, click on it and select the references you want to add to your library. Ex. PubMed

12. Import Citations

13. Import Citations
Same process with databases from EBSCO.

14. Import Citations
Same process with OVID SP databases.

15. Import Citations
Works also with Google Scholar (one list for each page of results).

16. Import Citations
TIP: Use your personal account in each database to save relevant results, then click on the Zotero folder icon, click to select everything, save.

17. Import Citations
TIP: You can also import citations in Zotero in RIS format, when available in the “Export” options of a database.
Select results > Export > RIS > Save > Zotero > Import > Select file

18. Import Citations -RIS Pubmed-
Run search
Select articles
Click “send to” > Citation Manager > Create File

19. Import citations – RIS EBSCO
Open EndNote Library
Run search > Add selected articles to folder
Open folder (top right corner)
Select articles > click export
Open with export helper

20. Import Citations -RIS OVID-
Medline
Run a search > Select articles
Click export > Choose desired options

21. Import Citations -RIS Google Scholar -
On homepage, set your settings to show links to import citations into EndNote
Return to search

22. Import Citations -RIS Google Scholar -

23. Import Citations - Other Software -
If you have collections of citations stored in EndNote or another reference management software, please go to this page and follow the instructions (spaces are underscores):

24. Access Full-text
OPEN SOURCE + OPEN ACCESS = <3 When you click on a record in your library, it will search the article with the DOI number and bring you to the full-text, if available in open access.

25. Import Citations
Got full-text PDF with CINAHL? PDF will open when you click on the reference in your library.

26. Access Full-text
OVID SP: BEWARE! Clicking on a record will bring you to the page of the database, NOT the publisher, even if published in a open access journal.

27. Access Full-text
If the article is not available for free, you will be redirected to a page from the publisher so you can buy it (you can try to find it via Google Scholar, please see our subject guide “Get full-text with JGH access” for other tips at > Subject Guides

28. Access Full-text - Attach PDF-
If you have the PDF stored in your computer, select a record, click on the grey icon and “Attached Stored Copy of File…”. When you double-click on the citation, it will open the PDF file.

29. Access Full-text - Archive Web pages -
When using the Zotero browser add-on, click on “Create item from Current page” to save a Web page in your library.
Click on the record to see the archived version of the page attached with your record.

30. Create Groups
Go to File > New Collection > Give a name > Save
Groups allows to file and manage citations (by date, topic, database, included/excluded, etc.)

31. Search Citations
Click on the magnifier icon and use the various options to limit your search.

32. Search Citations
Good to know: you can limit your search to “tag”, if you used the “tags” tab when adding references.

33. Delete Duplicates
If you have the same document twice, you may want to clean one out of your library.
Go to the left-side menu and click on “Duplicate Items”, duplicates will be shown, if you have any.
BEWARE! It has to be the exact same document, from the same source! The same article found in two databases won’t be considered as duplicates.

34. Delete Duplicates
You can either delete the duplicates or merge the documents

35. Choose Output Styles
Go to the grey icon “actions” and select “preferences”.
Then, go to “cite”, select “style” tab and select the output style.
Don’t see your output style? Click on “Get additional styles…” (over 6 000)

36. Choose Output Styles

37. Choose Output Styles

38. Export Your Citations 3 ways:
Export your citations in a file
Drag and drop to where you want them.
Quick Copy
Go to “actions” icon, then “preferences” and “export”. Select the appropriate output style

39. Export Your Citations - File -
Go to File > Export library > Choose format > Save

40. Export Your Citations - Drag & Drop -
Open the document in which you want to add your citations (ex. Microsoft Word)
Select the citations you need, then bring them to the other software with your mouse.
Bring the cursor to the software icon and maintain it a few seconds until the software opens, “drop” the citations.

41. Export Your Citations - Quick Copy-
Go to “actions” icon, then “preferences” and “export”. Select the appropriate output style.

42. Export Your Citations - Quick Copy-
Select the citations you need, right-click, “create bibliography from items”, then “save to clipboard” to copy and paste or other option, as needed.
“Save to clipboard” = ctrl+C Then, you just need to paste the citations.

43. What is CWYW? CWYW stands for Cite While You Write
Use this feature to insert citations as you write your paper and to generate a bibliography when you are done.
You must have Word installed on your desktop for this feature to work- CITRIX interferes with EndNote’s ability to communicate with Word.
CSIT can install Word on your desktop for approx. $70.
Or download an open source text editor like Open Office
One-on-one tutorials are available.

44. CWYW With Zotero
You can download a plug in with Firefox to use CWYW features with Word processor software. Visit this page to find the right plug in for your software and computer:
Open in Firefox
See it in Word processor software under “add ins”

45. CWYW With Zotero

46. Support with Zotero
The support material to help you to use Zotero at its full potential is extensive. Just search Google and you should find an answer. Many textual and visual tutorials are available.
You can also ask you librarian! Jacynthe Touchette, x2453 Francesca Frati, x2438

47. Get Even More With Zotero
Open source means collaborative development. Follow this link to see a list of known plugins:

48. Thank you!