 my recording. There is a URL on the screen. I decided not to do any slides today. So thank you for coming. This is the Zotero workshop that I'm doing for the human resource management graduate students. I also should note, I don't know if anybody here is from, but my colleague Stephanie was teaching undergrads an APA citation workshop this evening and I said, hey, if they're desperate for more Zoom time, just give them the link and then they can drop in. So we may have some undergraduate students as well. And today we're going to be talking about Zotero, which on one level is called citation manager and that's how most people use it is to track their articles and put their citations in papers. I tend to think of Zotero more as a research assistant because it can be used to do much more advanced things. Now today, my goal is to get through the basics with you, which has to do with making sure that you can install and set it up and configure it so that it works with the York Library collection. We're going to talk about different ways that you can get your articles and information into Zotero and then the basics of how to actually use Zotero to create a citation in the software, in a paper story. And then at the end, we will talk a little bit more about where you can go from there if you want to learn more. So my assumption is that if you are using Zotero, that it's probably new to you and you're probably new to putting things in and so you may not have a lot of content. The larger your library gets, the more you're going to want to keep it organized. And some of the more advanced material will talk about that. My focus today is just going to be on the basics and then I'll point you at other places that you can go to learn more about the advanced stuff. This worksheet here, if you go, this is available online, if you go to library.yorku.ca, I created a bitly link for you, but if you go to Library branches, Bronfman, hopefully you folks are getting used to this right now, under business research guides and go to the human resource management guide. There is, there is a Zotero beginner workshop PDF file there and you can grab that. I already have it open another window. You could print this off to work through it or if you just have the PDF, the nice thing is that it will give you the links that you can actually use to jump and get to things that I'm talking about today. Move this down here, there we go. So that is what I'm going to be working through and that is posted there. So the first thing we're going to talk about is how to get the software. So if you go to Zotero.org, that's org, this is where you're going to get the download and it is available for Macintosh Windows and Linux. I don't think anybody here is using Linux, if you are. Yay, I'm a fan. I'm on a Mac today. I also have access to Windows. Zotero is very much the same across Mac and Windows, just a couple of minor differences. So it's pretty much going to work the same for you. And all you're going to do to get the software up and running is click this download link and we'll come back to this part of the Zotero connector on the right a little bit later. But the Zotero for Mac software, it should detect whether or not you're on Windows or Mac and then offer you the correct one. If it doesn't detect it properly, there are links underneath for the Windows version. You just download the installer, save it and then come into your downloads folder and double click the file to install it and that's going to get Zotero up and running. And this is what, I lost it. No, I didn't actually, I didn't start Zotero. So this is what Zotero actually looks like. So this is a library of things in here and I will walk through this interface, but before we want to do that, there are a couple of other things that we want to do to make sure that Zotero is ready to use for your work. So Zotero is a standalone piece of software that you can use to put your information into and do your citations, but to really make it effective, we want to do two things. Number one is we want to connect Zotero to your word processor and to your web browser so that you can import things online and also more importantly, put things into Microsoft Word. And then the other thing that we can do, which you don't have to do, but is a really nice bonus, is there's a way to hook up Zotero so that you can actually use it to run a search directly in the York Library catalog. So if you are following along and I encourage you to do so as much as possible, you can run the Zotero software and I'll give you a tour of the interface in a moment, but we want to set up the other pieces before we move any further. So in the Zotero menu, under preferences, or if you are in Windows, it'll be under the edit menu, there will be preferences. There's a bunch of options in here, which I have to move this window. Come here. There we go. There is an option in here that we want to use to get the word processor and the other things hooked up. I'm actually, realize I'm skipping, so I'll leave that for now because I'm doing things in the wrong order. The first thing we want to do is the browser connector. So if you go to the tools menu under install browser connector, it'll take you back to this webpage where you'll say install the Zotero connector for Firefox. And I don't have it installed right now. The connector works for Firefox, but it also works for Google Chrome for Safari and Microsoft Edge. Safari is the Macintosh browser and Edge is the Microsoft, the current Microsoft browser. To install this on Firefox, all you have to do is click the button and most web browsers will work similar. It'll say, do you want to add this thing to your web browser? You say yes, you say add. And then the connector is installed up in the corner. So what you will see if Zotero is not running or if it's PrimeMesh is this little Zed icon, which means Zotero is there. A thing that confuses a lot of folks when they're using Zotero is that this icon will change depending on what web page you're on, but I'll show you that a little bit more when we actually get to work with it. So that's all you need to do for the web browser. So now that's available there in the web browser. The second part, the part that I skipped ahead to, is in the preferences folder underneath site, because we need to be able to set this up so we can do our citations, there's a button here called word processors. And there's a button here for installing the add-in into Microsoft Word. And all you have to do is click that button and it will install Microsoft Word Zotero in it, the little add-on for it. And the way that you won't, yes? So in the preferences, when we go to site, what do we do next? You click on the word processors button, just underneath site. Can you see my screen? Yes. And then yes, and then install it there. So now if I install, if I run Microsoft Word on this computer, I set up a very basic account here with like almost nothing running on it so that things could look nice and fresh and not too cluttered up. So I'm actually running Word for the first time on this computer. That's too funny. But I will show you in just a moment that now that I have installed the Microsoft Word add-in, that it's going to add a menu inside Microsoft Word. I just need to wait for Word to open. Can I ask a question? It's Arlene. Yes, go ahead. Yes, so I went ahead and I installed it before the session. Good. Is that okay? So can I just go to it and open it? Yep. Okay, and I should be okay? Yes. Okay, thanks. So what I want to show you now is that if I open Microsoft Word and just create a blank document, you'll see that in Microsoft Word, I have a menu item here now called Zotero. So if you have that, then that means that Zotero is now connected to Microsoft Word. Zotero will also work with Google Docs. I don't use it there very much. Most people use Word. There's also a free office software package called Libre Office, Libre Meeting Free, and if you have that installed, there's also an add-in for that. One of the points that I make in the worksheet, the PDF, is that you may not know that as a student enrolled at York, you actually have access to Microsoft Office for free. And there's a link in the PDF that you can use to get it. You just have to register with your York account and you can get access to it there. So that basically gives us Zotero completely set up. So we've got software installed. We've got the word processor added and installed, and we have the browser connector installed. So now let me show you what we're looking at here. So this is the main Zotero window, and it's divided into three broad sections from the left to the right. And I have a selection of items that I've just installed here that are part of our Zotero training course. So on the left, what you are seeing here is... Let's see if I can do... On the left, this is the area where you actually organize your information. We're not going to talk about this very much today, but it's in two parts. The top part is where you can create folders called collections to store your content and organize it any way you would like. And on the bottom is what's called the tag selector. So you can add tags to things and then you can use this tag selector to help filter and find your content. Like I said, most of you won't have many articles, at least at the beginning, in your Zotero collections. And so this is probably not going to be very helpful to you to do the organizing thing, but you should know about it. The thing is at the top, this box folder here called my library, this basically will show you by default everything that you have added into Zotero. And then if you actually have things organized, you can click into the folders and actually see things in whatever folder that you've put them in. So we're just going to be looking at my library today. The center section basically gives you a list of the items that you have in your library. So if I have my library highlighted, I'm seeing everything that I have in Zotero. I'm glad I'm using this account because my account I have I think 2,700 items in Zotero. It's a lot, but I've been using Zotero for many years. This is much smaller and much more manageable. And the icons here will give you some idea of what these items are. So this little blue book icon means that this is a book. And the little open book means it's a section of a book. There are icons here. This one looks like a little webcam. It's for a video. This one here is for an online blog post. This one here that looks like a page is for a journal article. And you'll see the same icons in the web browser as well when you're using Zotero. So this will give you that. And as I can see on the left hand side, if I'm clicking around inside my Zotero folders and avoiding to different areas, that the contents of the center section are updated to reflect whatever I've got in there. So in this case, I don't think I have... There we go. So up in this Merriam-Tave sub directory, intermediate coverage, you can see I've got some things in there. And so the whatever is shown in the center will be limited by what you've got picked on the left hand side. So I'm just going to use my library today. And then on the right hand side of the window is your information pane. So this is if I have this Terra Terra Terrorism article selected. And you can see the author's name here as well as it is not. This is the title that on the right hand side, you've got the information panel. So by default, it's going to show you this. So you can see here in this right hand side, a lot of the information that you would use when you were actually citing this article in a paper. So I've got the fact that it's a journal article. And if I click on type, I can actually edit any one of these. So if I have the wrong thing, if this turns out that it's not a journal article, it's actually a blog post, I could change that. Underneath that, I've got title, I've got author, I've got abstract, the publication, the volume issue, page range, the date, anything that I would need to basically create a citation. And you could fill out as much or as little this as possible, the more you fill out, the better. There are also other things here that you can do. So you can add tags to items in Zotero. I'm not talking about tags very much today, but for example, I usually use this to either keep track of the topic or keywords for an article, or sometimes in this case, if this all caps one, I'll use it to keep track of something that I want to do. So it's an action. This is an article I haven't read yet. So I want to keep that note so that I can do that. You can also add notes to articles. So you can actually add a text file that I can just type stuff into. So if I were making notes in this article, for example, I can add this little note. And then it gets stored. If I go back to the center section, you can see that I have the article here. And then I have as an attachment to the article, I've got this note of gibberish that I just typed. But you'll see that I also have a PDF file, I actually have two for serving. I also have a PDF file, which is attached to this article. So not only do I have in the center section this item that has all of the information on it, but if I were to double click this attachment, I could open the PDF and look at it. And I have this note, which is attached to the item that I can use to keep track. I can copy and paste quotes from the article that I like, write down my thoughts, observations, questions, anything at all basically that I'm interested in. It's totally free form. You can put whatever text you want in there. And then you also have the ability in Zotero to relate items together. And I'm not going to talk about that today. It's not terribly helpful. The key thing we're going to be looking at today is the information panel, because that's the thing that's the most important for making sure that your information is correct in your item information and so that you get correct citations. Just briefly going to talk about some of the things up across the top here. So starting on the left, you've got the new collection button. So you use this to create folders. I don't use that very much. The next one is for creating other things called groups and feeds. Groups you can actually use for collaborating online. You can create a free account at Zotero.org and you can create a shared group. So if you're working on a group project, you can actually create a group library that you can all contribute to. Again, we're not talking about that too much today, but there's information on that available. Some of the most important buttons that you will be using for your work are the ones in the center section here right above the center panel. So this plus button here is for adding an article manually. There's a little magic wand button where you can enter an ISBN for a book or something called a DOI, which is a digital object identifier, which is more and more common from journal articles. Zotero will try to look up those identifiers and try to pull the information from the article that you've entered for you automatically if it can find it. This next button here is for adding notes. So you can use the note button that I showed you on the right, or you can actually create a note that stands all by itself as a separate little document that you can use for various things, or you can create a child note, which is what this one is down here. So I've got the Terra Terra Terrorism and this is a child note because it is attached to the item. You can also attach files. So you could theoretically store a Word document in here if you were writing some things. You most often are going to be storing PDF files, but depending on your discipline sometimes people will store images, any of that kind of stuff you can store in Zotero as well. Then there is an advanced search bar. So this will give you the ability to search through your library and you can search for almost any field. So you can see here I can search by title, page numbers, conference name, country, DOI, almost anything you can possibly imagine basically from that menu. This is expanded and it's going to make a mess. So I'm just going to do that. There we go. And then there's another search bar over on the right where you can just do a quick little search. So if I just have a keyword, for example, a little search, all of the text that it is aware of in the article, all of the fields and information and try to show you search results based on that. And then on the right here there is a library lookup feature and you will see that you have the ability to connect Zotero to Crossref and to Google Scholar, which is great. The other thing that you can do and this is the other part that I want to show you which is a nice to have but not mandatory and this is on the worksheet is that if you go into the Zotero preferences there is under advanced this thing here called open URL. And what this basically does is it gives you a way to connect Zotero directly to the library. So if I go to my web browser and if I go to Zotero.org there is the URL is actually in the document but if I search for open resolver. I'm going to search for open URL. There we go. This is the open resolvers page. This link is in the PDF file and you can scroll down here under North America under York University here there is a very ugly looking link that you can copy. There's also you can just copy and paste it directly out of the PDF file but if I copy this and I go back to Zotero and I paste it into that field then it's basically ready to go and I can close this window and here's what that does. So in this case let's go to this Terra Terra terrorism article. You'll see that now that I have an item selected if I go to this little right arrow that I have a bunch of options I can take a look at the PDF which is fine I can also do that with a double click. I have the ability to look up this article in Google Scholar but then there's another link here that says Library Lookup. So if I click this link it's going to open my web browser and go directly to the York University Libraries Catalog and try to find this article for me. So this is a great trick if you have a citation that you get from somewhere else and you haven't found the article in the library yet to actually connect Zotero directly to the library so now I can actually go directly to this article. It's just a nice little tool. Pause really briefly to see if there are any questions and then we're going to talk about actually how to get journal articles and things into Zotero. How's everybody doing? This is Arlenia. Yes. I am just happy on this first session to follow along with you but I know I'll have to revisit this after and really work through this. It's a lot I find but I'm excited to see what's available. So in terms of expectations I'm just following along with you this first round. That's perfectly fine. What I recommend you do is when I post this, this worksheet that I put together is basically going to walk you through all of the steps that we do. So yeah I printed it. Perfect. So I would say yeah just follow along. If you can actually do it alongside me that's great if not keep this handy and then you can come back to this later and then it should be you'll be like oh yeah I remember we did this and I'm hoping that the steps will be simple and you could just follow along. Yeah. So it's all good. Good. Good thank you. Right. Chris just sorry one question on my end. Sure. It might be because I'm using in my my corporate laptop right now but I think IT has blocked it for me so is there a web-based Zotero I can use or do we have to download the software? It works much better if you can download it and install it. I would recommend that you talk to your IT friends to see if they can hook that up for you. If you don't have access to that what you can do is on Zotero.org you can create an account. I already have one here. It's free. It doesn't cost anything so I can just fill in this thing here and what you get is a web-based version of Zotero so you can see that this is the web-based version it looks the layout is the same it looks a little bit different so you can see the libraries on the left you can see the tags you can see the items in the center and then the item pane on the right so it looks just a little bit different. The problem with this one is that you wouldn't be able to use the web connector to import items necessarily but you will be able to do the manual add-in or the little magic wizard. There is if I go to the Zotero connector under no no no this one there's my I'm pushing the long thing there's a preferences where the heck is it so they click I keep installing this thing improperly. It's not showing up for me but you should be a preferences menu in here and you can actually set up your Zotero.org credentials inside the preferences for the browser connector and then theoretically you should be able to use the browser connector with the online version as well so that's your your best alternative until you can get the software installed. Okay thanks all right okay sorry just one thing I did I'm trying to follow along as you were explaining in my case when I went to preferences to install the word document it says the word is already installed however when I look at my word I don't see any I don't see Zotero in the menu. Do you want to see the Zotero menu? I don't see the Zotero on the menu I just read the word all over again but I still don't see it. I don't know if it's hidden somewhere in there and second in terms of the Zotero connector in Chrome I don't see the logo in Chrome but I do have a message that has popped up on one of my searches which is the Zotero detected that you're accessing search from a proxy would you like to automatically redirect you to request to search except for a proxy set in this case? Does it need to be installed and it's working? That means yeah it's installed and it's working I'm not quite sure what's up with your word connector we might have to revisit that try if you go back the if you go back into the preferences and the word pressers you'll see there's a button that says reinstall Microsoft Word add in give that a shot as well okay yeah it's also possible that the menu item is just hidden for you but I don't know what the easy fix for that one is all right now I'm going to go through the hardest way to add something to Zotero first and the hardest way to do it is manually so if I go to my Zotero worksheet under adding items what I've got here is an example of a PDF file that I may have been given in Moodle for example and this is an article actually from one of the HRM courses for this fall and I want to be able to add this to Zotero so that I can cite this paper if I'd like to and this is very often what will happen if you're given a reading is that I just rely on the information that's here and you can see that I've got most of the information that I need for the citation in this little chunk of text that was up at the top sometimes I have to actually look at information in that article to be able to do that but if I want to add this to Zotero manually all I do is click this little plus and you'll see that I have a whole list of different types of documents so you see there's artwork audio recording book book section it's like a chapter a conference paper journal article magazine article report thesis all these kinds of different types it's very important that you pick the correct type because if you know anything about APA citation you may know that different citations for different kinds of things look a little bit differently so first thing you want to do is you want to add journal article pick the correct type and what you'll get is a blank entry in Zotero with a blank list on the right and all of these blank fields and if I add the journal article by mistake and I need to change the type I can do that and in fact if I come in here and I just say document you can see that there are the fields that are available for document change I have less available there it's just it's more basic whereas journal article I've got the ISSN which is the serial the serial for the pure article number I've got um library catalog call number all kinds of other crazy stuff in here a lot of which I don't really necessarily need and then what you have to do if you want to do this manually is examining sources of influence on why did I pick an article with such a long title uh turnover and part time work context and put in the title I'm just going to put Dr. McBae in here and you'll see that it split a field into first name and last name I can add multiple authors with these little plus signs so in this case there's two authors so I've got Dr. Karakowski as well and sometimes if it's a book you may have an editor so you can see you'll if you use this little drop down here you can actually put in editor reviewed author translator if that's important to you as well all of those information can go in there the publication in this case is leadership and organization development journal and I can tell from the top here it's going back to this that this is volume 21 issue three from the year 2000 and it says the page is 136 so I can come back in here and put you do volume 21 issue three page 136 and I know it's the year 2000 and the rest of this stuff series series title series text are probably not applicable in this case most of the time you don't this field here called DOI I'll talk about in the next little bit about another way to add articles but this is the primary information that you would need to cite a journal article this part here I put in a question in the form or in the worksheet I said is there anything missing from the information does anybody can anybody say what they think might be missing here so in in this case for a journal article usually the page range is actually what is listed so I would and this happens a lot if things are automatically imported into satara where instead of putting say pages 136 to 144 it'll just say 136 or sometimes it'll just say eight which means that the article is eight pages long so you always have to check that one and make sure that you've got the full page range in this case I know it's 136 to 144 worst case scenario check the pdf file because they're usually a page number in the footer and then you'll know some online only articles digital articles don't have pages in which case you would just leave this blank so this basically will give you now if I look at this it's outlisted alphabetically in here so now in my satara library I've got the article listed by title you see I've got the creator name and I have all of the information here that I need to be able to do this and you can see down at the bottom it says that I added it tonight and if I edit this it'll tell me when I modify it as well so that's basically the easiest way to get an article in now the most important thing you need to remember about using satara if you remember anything else this evening is that garbage in equals garbage out satara can automate a lot of things for you and make your citation easier but if you have bad information in satara you're going to get bad citations when you put them into microsoft word so be very careful and make sure that every time you add something whether you do it manually or automatically you always take a moment after you finish to double check to make sure that the information is listed correctly sometimes things like the title might come in all caps or the the names might be incorrect or you'll just have an abbreviation and you want the full name all kinds of like the page number thing I mentioned before or there might be a full date for the a month and a day and you just want the year so always always double check otherwise you're going to get bad citations when you actually create them okay so that's the manual way to do it it's the slowest it's the ugliest way like I say in the worksheet though it is the most thorough because you're entering the information manually so it's probably going to be correct because you are a fully functioning person and you will use your brain when you're doing it now the other thing that you can do is the way that I like to my favorite way to do this is to add an item using something called a doi which is a digital object identifier so this is a citation for an article that you might see in a course syllabus or even online somewhere and you'll see that a lot of them now are ending with this thing called doi and so you see this doi.org and then you'll see this pattern that's usually 10 with some numbers and a slash and then a bunch of code afterwards sometimes it's all numbers sometimes it's not but the pattern you'll get to you'll start to recognize it really quickly and what a doi is basically is a permanent link to this article so that means for example if I have an online journal and I was independently published and then Elsevier comes along and buys my journal and so all my website gets moved that kind of thing this doi will always point to the home of the actual article and the nice thing about these digital object identifiers is that they're issued by a centralized authority that makes sure that every single one is unique so this is the link for doi.org for this article and this is unique to this article and it will only work for this article and when you have a doi what you can do is click the little magic wand button here and paste the doi in now a doi might come to you in two different forms a lot of times you'll see just the last part so you'll just see a code like this so you can paste it in just like that and it should work the other way you can paste it in is with that full URL with the httpsdoi.org that kind of thing the last part is the most critical part here and all you do is paste that into the little magic wand box and hit return and you will see in this case that it looked up cultural values and definitions of a career success it created the item it highlighted it for me on the right you can see that it says it's a journal article there's the title I have four authors I've got the journal publication volume issue page range so here's an example of a proper page range 392 to 421 this is july 2020 so it's a brand new journal and then you'll see a bunch of other stuff in here so this is actually an abbreviated name for the journal that it came from the language the international serial number for the for the for the journal and the doi itself will be in here as well and in this case there's actually a link to the article too and if you go back to this web page you can say oh there's my four authors my year the journal uh volume 30 issue 3 that everything matches so in this case the doi is almost always going to be perfect every time it's a great way to get information into and it's probably one of the fastest and easiest ways to do this and then now of course that I've got this in here I can use the green arrow and use the library lookup and then I could get a pdf version of the of the file in fact I'm going to do that in this case so I can show you how this works too so in this case it's going to go to the library catalog it tells me that the article is available online at the wiley library I have to log in with my passport york I agree not to steal things and I will get there you go this is the article on the journal and then here there's a link to a pdf so I'm going to take that pdf and it's open in my browser so I'm going to save it to my downloads folder and then if I come back to zotero I'm going to minimize this so I can show you this properly if I come back to zotero and I open my um file explorer you can see that I have the downloaded file here by preview what you can see this is the article and all I have to do if I want to attach this to my zotero item is go and drag and drop and you'll see that now I have an attached article here um and usually by default it will try to rename the article for you to match the metadata so this weird file name that it came from will get remapped if you want to do it manually you can right click on the pdf and say rename file from parent metadata and it will do that rename the file for you this is a great thing if you have a pdf with like a really strange file name and it doesn't make sense this renaming thing uses a standard scheme of going author year title it's just a nice clean way to keep your files organized you don't have to do it but it helps so now I've got the citation for the article I have all the information on the right and I even have the pdf of the article all ready to go in zotero so that's the the second way that you can do it okay now the third way that you can add an article is directly from the library catalog so let's see what did I pick here in the worksheet for this uh so I showed you the library look up there and here's the zotero connector so uh this is just a link to an article that I found again this one is a doi article but if I click this link it's going to open up this article for me in my web browser and this link should also redirect you so that uh if you need to log in it will log in for you under passport you work so I would now have another article on emotions linking abuse of supervision to employee intention and if I look up in the web browser you'll see that that zotero icon is now in the shape of a page which means that zotero has detected that this is a journal article and if I click this little icon it'll say where do you want to save this too and I can pick a folder or most likely if you don't have folders or collections you're just going to say my library you can add tags right here so I could do hrm example uh you don't have to do any of this but if you just say my library and done then uh just remember this title is discrete emotions so then if I come back to zotero you can see that this article is now in my library discrete emotions like in abuse of supervision and on the right you can see that zotero has correctly identified it as an article uh the title is here authors there's actually a full abstract as well the journal volume issue page year all of this information looks correct but again I would just double check to make sure that it's right and then it's good sometimes when you use the zotero connector in a web browser by default if it cannot detect what kind of thing it is that you are trying to import it will detect it as a web page so that's the biggest thing that you'll have to use to remind yourself of if you're using the web connector is that make sure that the item type does not get incorrectly imported so if it comes in as a web page by default you'll see that if I change this to a web page it'll say hey if you change this item type you're going to lose the catalog the volume the pages the doi because those are not information fields that exist for a web page but for a journal article I need them and like I said if I pick the wrong type I'm going to get a bad citation so always make sure that the item type is correct the zotero connector will not always automatically do it for you so those are three ways that you can get information into zotero oh and by the way in this case because zotero was able to detect that there was a pdf available it automatically pulled that pdf and you can see that it just called it full text pdf so in this case because I know all of the information here is correct I can highlight that pdf and just click this rename file from parent metadata on the right click and you can see that now it is renamed the pdf file to match the author the year and the title just nice and neat and clean I'm I'm former engineer I like things to be tidy keeps all my files nice and organized so there you go I could double click that and read that article and I have my full citation information there's others of three ways you can get stuff in any questions about getting things into zotero it takes a little bit of practice you can add stuff but that's those are the basics of it there's three different ways you can do it I'm assuming that the point where we click on add new that's it will automatically put it right when we're pulling things in yeah yeah if you want to do it manually you would do add new there I I love it when a citation includes a DOI because if I have that DOI number this magic this magic wand will basically 100% of the time get it right sometimes the DOI has a typo in it or something but if the DOI is valid this will find it for you guaranteed you also may know that books have ISBN numbers so if you go to amazon.com for example for a textbook you will often find an ISBN number for a book you can type that in and it will actually give you a book so here's a Miriam Tav's book just to show you this is all my puny sorrows it's one of her fiction books and you'll see that in the information there's an ISBN number so you can get a number like this paste the ISBN in there with or without the dashes and you can look up a book that way as well we're okay with getting in getting information into Zotero okay then we get to do the fun part which is how do you actually create a citation from this so we are now going to go into Microsoft Word where did I put word I'm just going to open this blank document here and in this case I also for this example in the worksheet I created just a sentence so that we have something to work with here that we can create our citation from so I'm pretending like here's my term paper is awesome and I paste this in here and I make this bold and here's a sentence and I want to add a citation for this okay so I have said here that a recent study connected abusive behaviors and cruisers to employees feelings of fear shame and anger that clearly because I said a recent study indicates that I should be citing what study I'm talking about in order to not get in trouble and so I would insert a citation here I will say by the way that Zotero can help you a lot with citations but you still should know the basics of APA citation and APA style so there's a link in the worksheet to some guides for APA to help you understand how a parenthetical citation should look so you should be at least a little bit familiar with that but this will take care of all the little niggly details so I've added a space because I want to add a citation and because this is a brand new document the first thing I should do is set up my preferences so under the word menu if I go to Zotero you'll see a button here called document preferences this only has to happen once and I have to set up my security stuff so what you'll get is this little pop-up thing saying what are your document preferences and you'll see that at the top there's a list of citation styles and you can pick whichever one you want in fact there's a whole bunch of other ones online you can search and install other ones but APA and Chicago are here APA was recently updated to the seventh edition so you're just going to pick the seventh edition there you can choose your language which should be English by default and I generally don't mess with these settings you can but I don't so only thing you need to know is pick the citation style that you're using which is APA and click okay all right then you're ready to go if I want to add a citation for this paper I click add edit citation and you'll see that I get this little thing in curly brackets here that's just a placeholder and you can see that because this is the first time I'm using this Zotero is trying to be helpful it's basically saying type a title or an author to search for a reference and I know that I want to cite the paper that we just input which was the paper on abusive behavior from supervisors so I know the word supervisor is in the title so I'm just going to type that there we go supervision and you'll see that as I'm typing it will try to find me things that match my search results so in this case it could match a word in the author's name so you can type the author's name you can type a word in the title that sort of thing so if I type the part of supervision because I know that's the article you'll see here it's found the entry from my Zotero library that I want to cite this is the paper that I like and when I select that what you'll see here is what the in-text citation is going to look like and if I were to hit return right now it would put in that citation just like that so now I've got pang et al 2019 that's my api citation it's done um if there are instances where oops I want to edit this for example if I want to add more than one paper for example if I put my cursor in that field anywhere and click the add edit citation button again you'll see that the search bar comes up and it's got the existing citation prefilled so I could add for example this is just at random I could add another paper to the list if I wanted to cite more than one thing and I can delete that one because I don't want it the other thing that you can do if you click on this is if I were citing a quotation for example and I need to put a page number in I could put in a specific page number and you'll see that this gets updated to show that page citation there the other thing that you can do if you are doing other certain formats is say suppress author if I say suppress author then I only get is the year so that would be in a case where I say pang et al 2019 stated that that would be that that style right but by default the basic style is going to include just your basic citation which is the author and the year just like that so that's basically how you insert a citation that's all you have to know as long as you have good animation in Zotero you will be able to get good citations out of Zotero so you can do this to your heart's content you can add you can delete them you can remove them you can edit them you can do all kinds of great stuff eventually you're going to get to a point at the end of your paper on your proper APA style where you're going to have to put in your bibliography this is the part that everybody hates so because APA style papers we put references usually at the top of a separate page so I'm going to insert a page break so I have a separate page for my references I can hit return and here's where my bibliography is going to go so if you've ever written academic papers before and you had to do this by hand you probably are probably having an anxiety attack right now well in Zotero when all of your citations are set up here's what you do you put your cursor underneath the references and then you hit add bibliography add bibliography what you make me a liar there we go that's why they needed a person permission and there you go right off the bat what it does sometimes it takes if you have a long paper with a bunch of citations it can take a moment or two because it goes through your paper it collects all of these things it creates one entry for every paper and I got a complete citation here formatted in APA style so it's indented properly it has the hanging indent I've got the even the font is correct because APA style usually uses Times New Roman so I've got the authors the year there's the title there's the journal title and it's an italics which is proper the volume number 72 which is also an italics the issue the page range and I've even got a link to it and that's all I have to do if I come back and edit my paper and I add more citations all I have to do is hit the refresh button and it will add any new ones remove any ones I've taken out update them let's say for example that I discover that I have like a typo in the title of a paper I can fix it in Zotero as long as you fix it here in Zotero then you come back to Microsoft Word and hit refresh it will update everything in Microsoft Word to reflect the information that is in Zotero so if you find a typo or something in all caps or some garbage like sometimes I see the biggest one that I'll see is on page numbers for example sometimes you'll see it'll say pages three or anything like that so that ends up showing up in your citation because it literally just takes the text directly from here and puts it in your citation so any errors here are going to show up that's again with a garbage and garbage tone and that's basically all you need to know at this point your citations are done your bibliography is done and you could print this paper and send it to your professor and then you get an A plus that's that's it that's Zotero so that's how you get citations into a paper and how you create a bibliography it's the easiest part because once you do all the grunt work of making sure your data is correct and your information is in here properly this part is like trivial so we talked about Zotero we talked about how to install it we talked about setting up the web connector we talked about setting up the microsoft word add-in and then we talked about how to get information into Zotero three different ways manually which is slow but accurate all the way up to the DIY which is really fast and accurate and then the Zotero connector in the web browser which is fast but sometimes needs to be checked and then we talked about using Zotero with microsoft word so that you can actually insert citations the only other little tidbit that I want to tell you is that if you are working with microsoft word in Zotero Zotero should be up and running if you try to start Zotero from the Zotero menu and it's not running sometimes it'll give you an error sometimes it will start Zotero for you it's been a little bit inconsistent for me but Zotero has to be running for it to work same thing with the web browser keep Zotero up and running and that way you're always going to be connected to it so that is the basics of using Zotero now if you are interested in learning more about the fancier stuff in Zotero like how to do this cool stuff with collections and tags and things like that we have under the Bronfen Business Library Guide there is under citing resources which is underneath the human resource management there is I don't want my browser won't let me scroll why why there we go this will let me scroll it's mad at me weird our fox is angry there is believe me a link under citation and writing resources for Zotero Zotero citation so if I click that link I get the Zotero guide so in addition to the worksheet you've got this guide here and you go across the top you'll see that there's a tab for how to install Zotero a tab for the information in the interface a tab for how to get items into Zotero and then there's some stuff here and how to share and organize stuff and on the last tab I have a bunch of interactive video tutorials so I'm actually in the process of building a whole course for Zotero with a bunch more of advanced stuff so there is an introduction to collections tags and related items and then there's separate modules here for how to work with collections work with tags related items and how to manage them with an add-on so those are in-depth videos that describe all the cool ways that you can organize your library and manage it so that as your Zotero collection gets bigger and if you're doing an MRP or a dissertation it will get bigger I guarantee you to help you keep things organized so that you can actually find things when you're digging around and doing your work okay all right so that basically covers the basics of Zotero I guess we can pause now to find out if there are any questions and see where people are at Aliens says that's great so I'm just struggling to put that Zotero tab into my Word document I think I'll just check that later okay so you still don't have the Zotero menu in Microsoft Word? No not yet I've been installed as well and I've restarted Word as well I don't know maybe very separate computer that might work I don't know but yeah yeah let me let me check into that Zainab I pardon this problem before but I think I might have to do a bit of a bit of a search and I might send you a little note there's a trick for resetting that I think sort of work properly there is by the way another way that in a pinch let's say let's say for example you wanted to put a citation into an email or just copy and paste you can do it kind of manually so if you have Zotero up and running and I say here's that examining sources of influence one thing is if you right click you can say create bibliography from item and you get this menu that pops up and it'll have APA picked by default and you say do you want the citation which is just the in text piece or the bibliography piece and you say copy to clipboard and I say okay so what it's done is it's basically copied up to my clipboard and then if I come into my document anywhere I just paste it it'll paste that citation in and this is actually really handy because let's say for example I don't have an email client that I can open but oh I can show you in just a just a here's a just a Macintosh notes that if I just take an item from Zotero and just drag it that if I just drag and drop it it copies and pastes the citation and creates it for me so I do this sometimes when I'm emailing one of you if I'm sending you a link to something or a resource I will just I'll just literally just drag drag and drop drag and drop and it just creates it just creates the text so that's a manual way of doing it those if you do it that way in Microsoft Word it's not going to dynamically update them for you but it is an easy way to just get a citation so that you can take copy and paste it for Professor says hey give me a look and it works there you go now that that won't use that won't work properly with the updating part but at least it will get you the text of the citation in there yeah all right uh any other questions basic questions about Zotero so because it is so automatic so if you select APS style and next let's say after sometime we decide to change the style from the back yeah we will do the update and when we refresh our word document I'm assuming that also with another one magic wand everything will change automatically yeah so this actually happened to me one time where I was working on a paper with a professor and then we decided to submit it to a journal and then the journal said well we use Chicago we don't use APA and I was like he was like oh that's going to take you forever so here's here's what you have so this it's not quite as simple as this because Chicago has Chicago style has some different rules but I had still to go and check but in theory let's say I wanted to change this to Chicago I go to preferences I would change the Chicago manual style click okay and um yeah this in text is still the same well it looks almost the same but you see there's no comma so that's a Chicago style in text citation and then you'll see that the citation at the end it's single spaced the year is in a different place the punctuation is in a different place but that is an actual shook style citation so you can just with one click or I can even go to document preferences and pick like I don't know Vancouver which is actually a format that's used by lawyers in Canada a lot um there you go so in this case it's a footnote so there's a number in brackets and then now it's put it as a number of the bump because that's how that citation style works but that's how easy it is but you can see that the one that I just dragged and dropped in here the one that I just dragged and dropping is not connected to Zatero in that way so that one won't work because it's just it's just plain text it's the ones that you add with with this Zatero menu that that it will do this for any other questions awesome I hope that this is very helpful sometimes when I am talking about citation management with with students I say that if you're not using a citation manager you're probably doing yourself a lot of harm for me the the analogy that I like to use is that uh using a site using a citation doing citations by hand would be like you know how everybody makes bookmarks in the web browser you find a web page you like you bookmark it it would be like instead of using the bookmarks in your web browser that every time you found a web page you liked you you pulled out a sticky note and then you wrote it down and then put it in a pile and did it all by hand um it's it's not it's not efficient and the thing about Zatero is that it takes care of all the little details for you it's not magic it's not going to make your citations perfect because you still have to understand how citation works you have to know a little bit about APA style but um I have met with a lot of students who I'm just going to take this back to the APA again um we have a lot of anxiety about things like well what what part goes in italics and where do the commas go and where do the periods go and that sort of thing it can be a source of a lot of stress Zatero takes care of all of that for you the other thing that I saw and actually saw this in a paper that I was reviewing for an undergraduate journal is that let's say for example I have a bibliography with 20 entries in it and then I edit my paper and I have to keep going back to go well I didn't use this citation so I can delete this one for my bibliography or I added a citation and then you have to put it into your bibliography and make sure everything's in the alphabetical order it's up to you about Zatero will do that for you automatically when I was in library school the professors didn't know that all of the students were using Zatero and they said don't worry you guys are all getting great marks but when it comes down to it it's the citations the citations are going to separate the wheat from the chaff and use students and we were all using Zatero and then the professors were so upset because everybody was getting perfect citations all the time so they couldn't differentiate the quality of the students by their ability to figure out where periods go so it's a big thing all right I am going to stop the recording after I say that the worksheet is a link to PDF and tomorrow I will have this recording up on YouTube and I will send a link to Alberta and she will send it out I'll send the link to the YouTube video and the PDF worksheet so that you can work through it on your own and get used to the basics of Zatero