PH 3800: Public Health Interventions: Zotero for Citation Management

Before the class, do these 3 things:

1.  Go to Zotero.org and click Download.  Install the application Zotero 7.0 on your laptop. 

2.  Install the Zotero Connector for either Chrome, Firefox, Safari or Edge.  This allows your browser to connect to the Zotero application.

• In this example, I am using Windows and the Chrome browser.

                         Step 1                                                                                                    Step 2

3.  Register for a Free Zotero Account.  You will be prompted to do this as part of the installation.

Please note:  Consider updating your laptop's core software (operating system, browser, word processor) on your laptop.

Groups allow you to collaborate with team members by creating a shared library.

To create new group

1. Log into your Zotero account online. 

2. Click on the Groups tab at the top of your screen

3. Click Create a New Group

4. Choose a name for your group and select group type.  Click Create Group.

5. Select and save the settings for your group

To add group members:

1. Click on Member Settings.

2. Click on Send More Invitations

3. Add group members by email or Zotero username.  Click Invite Members.

• Group members will receive an email invitation to join the group. 
• Follow the same directions as you would to add items to your personal collections.

To delete a group

Go to https://www.zotero.org/groups then click "Manage Profile" under that group. If you are the owner of the group, you will see option to "transfer Ownership" and "Delete Group". If they are not there, you are likely not the owner. Check under "Manage members"

1. Check your Zotero pane when you are starting to gather stuff.  What collection is open (which one is highlighted)?  That is the collection into which the information is going. In this example they are going into:  "Bk, Article, Webpg, PDF"
   
   
   
    
2. Think about how you will manage the new items you put in Zotero.  A couple of options are:
   1. Create a "New" or "Read" Collection.  Get in the habit of dropping new, un-read/un-reviewed items in there rather than dropping them in the master Library file.  Periodically review the New or Read items and delete or refile them into a specific collection. 
   2. Alternatively, you can add Date Added to your Zotero display and sort by that to review what you've added recently.
      
       
3. Sometimes the bibliographic data (part of the metadata) isn't readily available in the source you are using.  You may want to do a quick search in another source to see if you can find more complete data.  Or you may want to input the data yourself using Zotero tools.
   1. For books, check WorldCat or Amazon.
   2. For articles and reports, check Google Scholar or Google.
   3. If you are creating the item's citation data yourself (using the  +  icon) be sure to select the correct item type, e.g. book, article, blog, podcast, and more.   Items' citation elements vary.  

4.  Backing up is different than Syncing.  Back up your data!  Step by step instructions.