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03_Referencing Using Zotero — Transcript

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0:00hello all i am dr sandel kumar working
0:03as a scientist c at icmr national
0:05institute of epidemiology
0:07in this session we are going to cover
0:09referencing using zotero
0:12zotero is one of the reference
0:14management tool
0:15so we need to know what are the key
0:17functions or uses of any reference
0:19management tools before entering into
0:21zotero
0:22so reference management tools are used
0:24to collect and organize your references
0:27generating the citations and the
0:29bibliographics from the collected
0:30references
0:32and you can convert or change your
0:34referencing styles based on your
0:36journal requirements
0:39those who are working in the research
0:41field
0:42know that already available reference
0:45management tools like in note man daily
0:48and zotero these are the widely used
0:50reference management tools in the
0:52research field
0:54in this session we are going to cover
0:55only zotero
0:58in the coming slides we will see what is
1:00zotero and its its key functions
1:03how to download and install zotero
1:06compound under key functions of zotero
1:09create and managing a library how to
1:12import the data from other sources and
1:14export the data to some other websites
1:17or applications
1:19how to create a in-text citations in ms
1:22office or ms word
1:24how to create a reference list or
1:26bibliographics
1:28how to create a group library
1:31to work with your colleagues or
1:33co-researchers
1:36so what is zotero
1:38zotero is a free and open source
1:40application
1:42it's a reference management tool
1:44and it's used to manage your all
1:46bibliographic data and you you can
1:49integrate with the web browser
1:51you can do the online syncing also you
1:54can generate in-text citations
1:56using zotero
1:58the zotero's following key functions
2:02like any other reference management
2:04tools
2:05you can collect your relevant research
2:07documents from various sources
2:10you can organize it by creating a
2:12separate folders for each projects
2:16you can cite it
2:18you can sync with your online you can
2:21collaborate with your core researchers
2:24the first and foremost important thing
2:26is we need to download and install
2:27zotero to use all its features
2:30how to do that
2:31like any other softwares
2:34go to google search type sotiro.org
2:38download
2:40now you see that there are two options
2:42one is zotero 5.0 for windows another
2:45one is zotero connector
2:48the zotero for windows is application
2:50that's a software just click the
2:52download button the application will be
2:54downloaded
2:56like any other software you install it
2:58by clicking next next under finisher it
3:01will be stored in your c drive and you
3:04can see the icon in your desktop
3:07now another one is zotero connector
3:09that's extension
3:11once you install you can see in your
3:13bookmarks it will appear on right upper
3:15corner of
3:16your web
3:17there is one more option called
3:20login
3:22in the previous slides we say that
3:25we can do syncing with your online so to
3:28do that we need to create an account
3:32give your basic details you can create
3:34an account
3:36once you install your zotero just click
3:38that button the page the application
3:41will be open
3:42this is how it will like there is no
3:44folder as of now because we not yet
3:46created anything here it says welcome to
3:49zotero
3:50you can see that left one the middle one
3:52and right one we'll see one by one what
3:54is that
3:55so what we see the component and
3:57functions of zotero so the left panel is
4:00called libraries it has all your folders
4:03each folder has your research project
4:07documents or dissertation documents
4:09thesis documents
4:11or your working things
4:13the middle one is called resources it
4:15has all the relevant documents which you
4:18stored in your folder the right side
4:20panel called metadata it is the
4:22information of your articles it has
4:25information like
4:26a title of your article author's details
4:30the publication here like it has all the
4:33information of any relevant
4:35research documents
4:37so
4:38if you are not created your account as
4:40we discussed in the previous slides
4:42you can create your account here
4:45or you can log in so that is useful to
4:48sync your all the relevant works with
4:50online
4:51so to do that just to go to edit you see
4:54the lift
4:55panel you can see the edit option
4:57select preference option then a box will
5:00be appeared you can use a sync option
5:03then write your username and password
5:06then click ok
5:08so now you created a contour you sync
5:11with your online one
5:13in this slides we are going to see some
5:14of the basic functions available in the
5:17zotero you see that
5:19file edit view under tools help options
5:22the file it is the following key
5:24functions you can add new item it may be
5:27articles or books
5:29you can write small notes about that
5:32articles
5:33you can create a new folder by clicking
5:36new collection
5:37you can input the data from
5:40other sources you can export the library
5:42also
5:44basic functions like cut copy paste
5:48search are the preference
5:49can be done using that edit option
5:53you can change the layouts and font size
5:56using that view
5:58and you can install
6:00browsing connectors addons under the
6:02tool section
6:05zotero's
6:06discussion forum also if you any queries
6:09you need doubts you can
6:11discuss with other people's using the
6:13discussion forums
6:15and you can then download on the
6:16relevant documents from the help option
6:19so far we know that how to download
6:21zotero and install the zotero we know
6:23the basic components and the functions
6:25of zotero so once you downloaded the
6:28next step is
6:30creating a library for your own project
6:32our own research how to do that
6:35just to go
6:37you see that a folder with a plus sign
6:39just click that button a box will be
6:41appeared
6:43like any other box
6:44if you're using the system you know that
6:47to create a folder you see the symbol
6:49just to click that folder you need to
6:50enter the
6:51title of the project or the citation
6:54like this you can do it here
6:56if you enter your title then click ok
6:59you can see the left side the panel
7:02library finally you can see your folder
7:04name
7:06so once you created your folder the next
7:09step is you need to input the data
7:12related to your research topics or
7:15dissertations
7:17from where we can get the relevant
7:19documents you can get
7:21data published articles from the
7:23databases
7:25like your pubmed google scholar scopus
7:27web of sciences
7:29published research articles
7:32web portals websites newspapers news
7:35articles blogs pdf etc
7:38these are the common sources for your
7:40research studies you can get the
7:42relevant articles from here
7:45how to import the selected articles from
7:49here from this databases or research
7:51articles we will see now
7:54so as all of you over that we already
7:56installed zotero connector
8:00that extension once you install that
8:01extension you can see that bookmarks
8:04option right side upper corner you can
8:06see that
8:08symbol
8:09that is zotero connector so if you want
8:12to collect some relevant articles or
8:14information from the google scholar
8:16say example
8:17you want to collect some kovi 19
8:20relevant articles
8:22entering kovi 19 you see the list of
8:23articles available
8:26in the google scholar
8:28import the first article
8:30you see the citation icon below that
8:33article the double
8:34comma mark
8:36you see click that one a box will appear
8:38with different citation styles
8:41like apa vine cover and anything
8:43now below that you can see the ref
8:45manage
8:47the driftman is a reference management
8:49it indicates the reference management if
8:52you click that one it will be saved in
8:53the reference management tool zotero
8:55there is one more option
8:57that's using zotero connector
9:00you see there is a zotero connected icon
9:03in the right upper corner of your page
9:06just click that icon it will ask what
9:09are the articles you need to include
9:10here
9:11in the box you select the article
9:15by clicking the box
9:17and say okay then it will be stored in
9:19your folder
9:21so that is from
9:23databases if it is from website say
9:26example of who website you want to
9:29include in your references you can see
9:31that
9:32again the zotero icon just if you just
9:36open that your website
9:38click that button
9:39and it will be stored in the zotero
9:41folder
9:42maybe if it is from newspapers you can
9:45do the same by just clicking the zotero
9:47folder it will be stored
9:49in your zotero so sometimes
9:53which you downloaded from databases or
9:57news articles or blogs
10:00may have some incomplete information
10:02you can edit in the metadata
10:05panel see
10:06in the previous slides we have seen that
10:08in this zotero it has three panels the
10:10left side is called library the middle
10:13one is called resources the right one is
10:16called metadata
10:19the left side it has all your research
10:21folders
10:23based on your dissertation or theses
10:25the middle one is resources it has all
10:27the relevant articles related to your
10:30research projects
10:32if you click any one article you can see
10:34the information about that article in
10:36the right panel metadata panel is
10:39article type article title
10:41author details publications years
10:44volumes issues and other relevant data
10:48here you can edit it if you think that
10:50the article is wrong or there is some
10:53errors in that article title you can
10:55edit here just to click that place you
10:57can edit you see that that blue color
11:00just you can edit it if you want to
11:02change the author details also you can
11:03edit it if something wrong in the
11:05publication year you can edit it
11:08apart from
11:09importing data from the databases
11:13websites
11:14or any
11:16uh
11:16magazines or any other sources there is
11:19other way also
11:20say example if you are working in a
11:22systematic review you are finalizing
11:24your keywords under search strategy
11:27after that you are downloading around
11:29150 articles from the pubmed
11:31and you want to import that 150 articles
11:34into zotero you can do that
11:36just go to file
11:37and select
11:39import options
11:41locate if you click that input option
11:44you can identify your
11:46file where you stored your all the
11:48articles
11:49then click that one that all article
11:52will be uploaded here
11:54the same time if you want to export your
11:56collection
11:58the same example if you're doing the
11:59systematic review
12:01you want to export all your collection
12:02to the another application may be rayon
12:04you can do that one let's say select
12:06that folder you can do the right click
12:08you can see the export collection option
12:10just click that one
12:12and it will be stored in where you want
12:19after sometimes
12:21if you are working in zotero you created
12:23many files many folders uploaded
12:26hundreds of articles
12:28this is how
12:30the library would look like
12:32you can see the left side all your
12:34research folders
12:36if you click any folder it will show all
12:38the relevant related articles in your
12:41resource panel
12:42if you click any article in that you can
12:44see the data of
12:46that
12:47articles in the right side panel
12:49metadata panel
12:53here the interesting things comes
12:55so far we know
12:57what are the basic functions
12:59how to create a library how to input the
13:02data
13:03in the zotero
13:04now
13:05we do that how to do in-text citations
13:08in ms word in the coming slides
13:12the next important part of zotero is
13:15doing in-text citations in ms word first
13:19we need to add word adding to do in-text
13:22citation in a bar surface just to go to
13:24edit
13:26select the preference
13:28a box will appear
13:30select the site
13:31and install ms office wording
13:35once installed open your ms office
13:38word
13:40you can see that
13:41zotero tab here
13:44there are some key functions in that if
13:46you click that zotero like add and edit
13:49citation
13:50add and edit bibliography
13:53document preferences
13:55refresh button
13:56and unlink citations these all functions
14:00you can see under zotero tab
14:04the first thing is that you need to
14:05select your citation style to do that
14:08just click the document preference
14:12after zotero clicking
14:14once you click the document preference a
14:17box will appear with lot of
14:19citation styles
14:21select which citation style you want
14:23maybe it's a one cover
14:26american psychological association
14:28elsewhere natural select any citation
14:31styles for your research purpose
14:34then
14:35click
14:36ok
14:37here your document citation style will
14:40be stored here so the next step is
14:43if you are working in the manuscript
14:45research papers or dissertations or
14:48thesis anything
14:50if you want to add your citations here
14:53just go under select to add citation in
14:56your manuscript or research paper or a
14:58thesis or dissertation just click add
15:01and citation button once you
15:04click that button a red color box will
15:06appear
15:08you can type your
15:10research article title
15:12say example if you are working on the
15:13kovid you already created a folder you
15:15uploaded all
15:17upload or imported all your relevant
15:19documents in that folder
15:20select that folder open your zotero on
15:22the selected folder come to ms office
15:25here just type that
15:27your title of the article the articles
15:29will be appeared here you can select any
15:31articles
15:32that citation will be appear in your
15:35document
15:36there is one more way the same like just
15:39to go to
15:40click add and edit citations
15:43you see the red color box will appear
15:46you can see the small drop down box
15:49button just next to zotero icon select
15:52the classic view
15:53once you select the classic view it will
15:56go to your zotero application there is
15:59another way to add citations in your
16:02manuscript same like go to add and edit
16:06citation the red color box will appear
16:09you can see the small drop down button
16:12next to that icon just click that one
16:15you can see the classic view here
16:18if you click that classic view
16:21it will go to your zotero application
16:24you can see the
16:25folders your selected articles
16:28you can say hall here just to select
16:30your folder research folder you can see
16:33all your research articles here
16:35select you can select single articles or
16:38multiple articles once you select the
16:40articles multiple articles you can see
16:44that articles in the right side
16:46boxes
16:48then select ok that citation will be
16:51added in your
16:53manuscript
16:54so once you added your all your
16:56citations we need to create a reference
16:59list
17:00how to do that
17:02again go to ms office
17:04there is a one more option we can see
17:06that
17:08add and edit bibliographic
17:11right you can see it right
17:12add an edit bibliographic
17:15just to put cursor where you want to
17:17include your reference list then select
17:20add and edit bibliography
17:23all reference list will be appear here
17:27if you added under articles in your
17:29manuscript you can see the hundred
17:30articles here
17:33see that's yellow color also we added
17:35that reference
17:37which we already cited in our manuscript
17:40apart from that there are few more
17:42options like refresh and unlinked
17:45citations
17:46the reference options say example if
17:48you're working in the manuscript you're
17:50rearranging the
17:52articles
17:53you entered wrongly you cited wrongly so
17:56you want to rearrange your
17:58all order
17:59so if you're rearranging the order just
18:01click the refresh button it will be
18:03ordered again
18:06once you've finalized your manuscript or
18:08dissertation if it is a manuscript you
18:10want to submit the journal if it is a
18:12dissertation you want to submit to the
18:13college
18:14or universities there is option called
18:16unlink here
18:18that unlink used
18:21if you are submitting your manuscript to
18:23the journal
18:24or you are submitting your completed
18:27dissertation to the university or
18:28college you can do the unlink you can
18:30unlink your citation
18:32from the references once you did the
18:34unlink you no longer able to edit it so
18:37make the decision very carefully
18:40so there is other way also to create a
18:42reference list
18:43so example if you are working in the
18:45kovi 19 you created a folder you
18:47collected all your reference materials
18:49or documents books and that for keep
18:51saved all your documents in that folder
18:54just by doing a right click
18:58or
18:59selecting the all articles you can say
19:01option is
19:02create bibliographic
19:04from that items select that items
19:07check and you select your citation style
19:11and your bibliography and select the
19:12bibliographic button
19:14select the format which format you want
19:16to maybe we select rt format then click
19:19ok
19:20that folder will be saved in your
19:23location
19:24so one more thing we discussed in the
19:26previous slides group library so example
19:29your colleagues you your teammates are
19:32your colleagues co-researchers working
19:34in the collaborative project you want to
19:36share with your zotero library with your
19:38colleagues you can share with them so
19:40all of you can edit and work on the same
19:42manuscript or dissertations
19:44to do that first we need to create a
19:46folder in the previous slides we have
19:48seen that how to create a folder
19:51here we can say that how to create a new
19:53library
19:54the group library you see the next
19:56button the next two
19:58folder button just to click that button
20:00a box will appear you can create a name
20:04then all your group full group library
20:06folders will appear below the folders
20:11see that we already created a folder and
20:14you can upload all your relevant
20:15articles in that folder you can share
20:18with your colleagues
20:20how to do that one
20:22as all of you are aware that we already
20:25created a
20:27account in zotero
20:29go to online
20:31use your username and password enter
20:33into the online zotero you can see the
20:36online like this you can that online
20:38zotero will appear like this the left
20:40again panel it has all your folders
20:43the middle folder it has all your
20:44resources the right panel it has
20:46information about the articles here you
20:48can see the collaboration
20:50you can collaborate with your colleagues
20:53now we see that
20:54practical sessions
20:56how the zotero look like
20:58and how to do in-text citation in ms
21:00office uh as we discussed during all the
21:03sessions uh
21:04we will see that how that zotero
21:06application the offline application will
21:08look like in your system so once you
21:11downloaded they installed your
21:12application in the system once you open
21:15that you can see that
21:17three panels as we discussed in the
21:18slides the left side panel is called
21:20library the middle one is called
21:22resources on the right side panel is
21:24called metadata
21:26so i already synchronized using my
21:29username and password so this all are my
21:32folders and my documents
21:34so before that we will see the what are
21:36the options available
21:38in the zotero
21:39so you can see that file option here you
21:42can add new item
21:44it can be the journal article our book
21:47or any other document like a map or
21:50presentation we can any we can add
21:52anything in that
21:53and we can write a small lot of that
21:55articles also
21:57by clicking new collection we can create
21:59a new folder
22:01and we can import and export the
22:03articles also
22:04under under the edit option we can use
22:07the basic options like a cut copy paste
22:10now apart from that we can use
22:13these two options uh one is advanced
22:16search and another one is preference in
22:18advance such if you select that one you
22:21can see that title and the contents and
22:23you can check your
22:25articles
22:27if you type any unlike any google if you
22:29click if you write something on that
22:31you'll find your article
22:34now another option is called preferences
22:36the preference we have discussed during
22:38auto sessions also there are two
22:40important things in the preference one
22:42is sync another one is citation style
22:45the thing is that we can
22:47uh using our username and password we
22:49can sync with our online so whatever we
22:52are working on that from the application
22:54it will automatically update in the
22:56online also
22:57so another one is citing your site is uh
23:01references citation these styles
23:04so you i used a vancouver model so based
23:07on your needs or based on your journals
23:09or pieces or dissertation you can select
23:12any styles so i select one color for my
23:15style
23:18another option is video you can change
23:21your layout on font size using this
23:23option
23:24and another option is tools uh in this
23:27tool we can create a timeline on the
23:29install browser connector and the
23:30add-ons
23:33there are help option also here if
23:35you're facing any issues we can get
23:38expert opinion using the discussion
23:40forums they will reply you
23:42and we can report some error also
23:45because these are the basic options of
23:47superior apart from that there are some
23:48shortcuts like uh the file we have seen
23:52that a new collection option so but
23:54there is a shortcut also just clicking
23:56the new collection you can create a new
23:57folder like if you just click that
23:59another uh box will open uh it will ask
24:03that your
24:04name
24:05give name for this folder just if i give
24:07that in like a kovi
24:14now folder will be created in the left
24:16panel that's called a library panel
24:19so you can bring all the relevant
24:21article in the
24:22folder so you can see all the folder
24:24articles in the resource panel and you
24:27can see the data about that articles in
24:29the metadata panel so already created an
24:32account
24:34if this is my folder i have so many
24:37articles under this folder you can see
24:39all my articles and that if you click
24:42any one article you can see the data
24:44about that articles
24:47in the right side meta data panel
24:51you can see the article uh john is a
24:53journal article you can see the item
24:55type
24:56type and you can see the title of that
24:59article you can see the author list
25:01objects and the remaining
25:03data like volume issues iss and you can
25:06see all the relevant data about that
25:09articles
25:11so you can see left side you can see the
25:13folders the middle resource penalty you
25:15can see the all the relevant articles in
25:18the folders and you can see the
25:20data are each article information in the
25:23right cell panel metadata panel
25:26and you can the uh left side below the
25:29lower corner you can see that keywords
25:32you can select
25:33it's automatically will select the
25:35keywords will be selected automatically
25:37you
25:38just clicking that keyword related to
25:40that article will be selected in your
25:42resources folder thank you

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