====== Reference Management ====== This page is about reference management using Zotero. A shortcut to this page: [[http://palabas.org/ref|palabas.org/ref]] ===== Collection ===== {{ ::zoterologo.jpg?50|}} For your desktop or laptop, install Zotero to build your collection as well as manage your references and digital resources. Steps: * Download [[https://www.zotero.org/download/ |Zotero Standalone]] * Install the appropriate **browser connector** (see bottom of the Zotero download page). Zotero enables you to automatically populate a bibliographic entry by searching external databases (or by entering an ISBN, PMID, or DOI), thus avoiding the tedious job of manually typing or cutting-and-pasting information. Here's where you'll put in the ISBN, PMID or DOI info: \\ \\ {{ ::isbn_doi_pmid.png?200 |}} \\ \\ Zotero also parses the metadata from a pdf file by simply dragging a file to the Title column of your collection. \\ \\ Another particularly nifty functionality of Zotero is the integration of [[https://unpaywall.org/|Unpaywall]]. Everytime you save a journal entry from a site with paid subscription, Zotero can look for a legally free version of the same article using the Unpaywall database. Or, if you already have a journal entry with no attached pdf copy, you may right click on it and "Find Available PDF" will present itself as one of the options. \\ \\ Recommended: If you're only starting with Zotero, test it well using entries for diverse source or media types. \\ **Tip**: organize collection by "libraries" for easy export to other repositories or for back-up or sharing with other researchers. ---- ===== Sync===== Once Zotero is installed in your desktop or laptop and you've familiarized yourself with it well, consider syncing your data or files with a remote repository like your own WebDAV server. You can configure this under Preferences. {{ ::zotero_sync.png?nolink&300 |}} If you've installed Zotero on different computers, this setup enables you to harmonize your collection. Make sure pressing "Verify Server" gets you a positive response. Another option for syncing resources is via [[https://zotero.org|zotero.org]], especially if you don't have sizable data or files. [[https://zotero.org|zotero.org]] also allows you to form groups for sharing, editing references, and maintaining **group libraries**. Consider setting your group as private if you're concerned about privacy. ===== Backup and Export===== Syncing already provides you with automatic backup. Manual backup can also be done by exporting your collection or library to some other storage media. "Export Library" (click File | Export Library) provides options to tranform your collection into different reference formats and schemas. ===== Publishing Entries on Eprints===== Once a collection is exported, it can be imported and published via Eprints (or any other repository for that matter). The recommended format in this case is BibTeX. Here's a sample screencast: \\ {{youtube>wDvHGAVv1R4?large|uploading Zotero group collection to Eprints }} \\ See more uses: [[Zotero User Tips]] \\ ---- ===== See Also===== * [[Zotero User Tips]] * [[http://libguides.mit.edu/zotero|Zotero at MIT]] * [[http://guides.libraries.psu.edu/zotero|Zotero @Penn State U]] * [[Tips for eLib Contributors]]