Overview

• Reference management software in general
• Zotero: Background
• Download and installation
• Saving references
• Citations in text
• The bibliography
• Synchronising

Reference management software

• Supports writing scholarly texts by automating citations and bibliographies
• Two components
  • A database that stores bibliographic records (references, citations)
  • A plug-in to a word processor
• Products: EndNote, Reference Manager, RefWorks, BibTeX, Zotero

Zotero

• Developed by Roy Rosenzweig Center for History and New Media at George Mason University
• Sponsors: United States Institute of Museum and Library Services, The Andrew W. Mellon Foundation and Alfred P. Sloan Foundation
• Free software developed for the Firefox browser
• Word processor support: Microsoft Word and OpenOffice.org Writer
• Website: http://www.zotero.org/

Download and installation

1. Download and install Firefox: http://www.mozilla.com/
2. Download and install Zotero as a Firefox extension: The Download Now button at http://www.zotero.org/
3. Download and install the Firefox extension that adds a Zotero toolbar in the word processor: http://www.zotero.org/support/word_processor_plugin_installation

Exercise

To learn how to use Zotero we will be working on a project description from the Faculty of Education. The project title is Gender Equality, Education and Poverty (GEEP), and concerns women's rights and opportunities in Sudan and South Africa.

The project description contains lots of references to different kinds of literature, like books, chapters in anthologies, articles in scholarly journals, United Nations (UN) reports, web resources etc. The references are entered manually, and the task in this exercise is to replace them with references saved in Zotero.

• Project description for GEEP (Microsoft Word format)

Saving references: Technically

If a website has Zotero support you will see an icon in the Firefox address bar. When you click on this icon, the reference will be saved in your local Zotero database.

Saving references: Web resources

• Books
  • WorldCat
  • Amazon
• Scholarly articles: Google Scholar
• Other web resources with Zotero support: Bibsys Ask, subscription databases, YouTube, Wikipedia etc.

Getting stuff into Zotero

Getting Stuff Into Zotero on Vimeo.

Cite while you write

The Zotero toolbar has seven button:

	Insert citation
	Edit citation
	Insert bibliography
	Edit bibliography
	Refresh
	Set document preferences (among them the citation style used in the bibliography)
	Remove field codes

The bibliography: Citation styles

• Zotero has many built-in citation styles, among them APA (American Psychological Association), Chicago and Harvard
• You choose the citation style for the document when you insert the first citation in the document
• You can change the citation style any time by clicking the Set document preferences button on the toolbar

The bibliography: Language

• Zotero chooses the language set in Firefox for the bibliography
• To change language
  1. Enter about:config i the Firefox address bar
  2. Find the parameter called extensions.zotero.export.bibliographyLocale
  3. Change the value for the parameter to the language code you will use
     • Examples of language codes: : nb-NO (Norwegian bokmål) en-US (US English)
  4. Restart Firefox

Synchronising

• Your Zotero database can automatically synchronise (sync) its content against a master copy on the Internet
  • Both references and full text documents can sync
  • Ensures safe backups and helps you share data between different computers
  • Zotero offers for free 100 MB storage space for syncing
    • Zotero is a social networking website where you can share your synced library with others
  • Zotero can sync against any server supporting the WebDAV protocol

Configuring synchronisation

• Register an account at the Zotero website: https://www.zotero.org/user/register/
• Configure synchronising in the Zotero preferences tab when you receive the confirmation e-mail message

Troubleshooting

Problem: «I cannot see the Zotero toolbar in Microsoft Word»

1. Close Microsoft Word
2. In Firefox: Choose Tools → Add-ons in the Firefox menu. There should be two Zotero add-ons in the list. One should be Zotero, and the second one should be Zotero WinWord Integration. If the Microsoft Word integration is there, you should click on it, choose Options, Reinstall Word Components and click OK. Close the Add-ons window and open Microsoft Word. The Add-on toolbar should be there.
3. If you cannot find the Zotero WinWord Integration in the Firefox add-on list, you must reinstall it from the Zotero website.

If you have Microsoft Word 2010, ant the steps above don't help, try this:

1. Close Microsoft Word
2. Copy the file Zotero.dot in the folder C:\Users\username\Firefox\firefox\extensions\zoteroWinWordIntegration@zotero.org\install (replace username with your username at HiOA)
3. Paste the file into the Microsoft Word startup folder, which is Libraries\Documents at HiOA
4. Restart Microsoft Word