Referencing using Zotero

[Link]
ICMR-National Institute of Epidemiology
Features of reference management tools
• Collecting and organising the references

• Generating citations and bibliographies

• Converting referencing styles to suit publication

requirements
Reference Management tools
• EndNote is a standard reference management software

• Mendeley is popular among researchers and has additional

features such as the ability to collaborate with other
researchers.

• Zotero is a free and open-source reference management

software to manage bibliographic data and related research
materials.
Outline
Zotero and its key functions

Download and Install Zotero

Components and functions of Zotero

Creating and managing a library

Import and export

In text citations –MS Word

Reference list or bibliography

Group library
Zotero and its key functions
Zotero and its key functions
•
Free, open-source and easy- to
use reference management
software to
– Manage bibliographic data
– Web browser integration
– Online syncing
– Generation of in-text citations
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Key functions

Collect

Organize

Cite in style

Stay in sync

Collaborate
Download and Install Zotero
Download Zotero
Go to
[Link]/download

Login-online Zotero

Install Zotero
Click on the Connector to
Download button automatically save
web sources
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Installed- Zotero
Components and functions of Zotero
 To see the software interface
Zotero interface click this button

LIBRARIES RESOURCES
METADATA
Panel- contains panel –contains all books, web
panel contains
folders for your pages, other items you have
information about
research topics) stored in your Zotero folder
your resources
Create an account
Click “Edit” option to see the
preferences

Click “Sync” option to create

an account
Click “Preferences” option to
create an account
 Zotero- Bar and its options

File Edit View Tools Help

New item Cut Layout Create time line Support and

New Note Copy Font size RTF scan documentation
New collection Paste Note font size Install browse Troubleshooting
Close Search Show items from sub connector Discussion forums
Import Preferences collection Add – ons Report errors
Import from the library Developer Debug
Export library Updates
Exit About “Z”
Creating and managing library
Creating your Zotero Library
Click the folder with a
+ sign

Name the folder with your

preferred research topic and
hit “OK”

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Import and export
“Save to Zotero” from the sources

• Databases
– PubMed/ Google Scholar/ Scopus/Web of Science
• Research articles
• Web portals
• News papers/ Articles
• Blogs
• PDFs
• Etc.,
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Zotero connector
When the Zotero software is open, the
Zotero Connector icon “Z” will appear
at the right hand corner of Google
Web page

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0
 From Google Scholar
Go to scholar. [Link]
& key in your search term
Or use “Z” icon to
Save

Click on your desired

citation style
Select the citation icon

Click on “RefMan”
(Note: ‘RefMan’ is short for
reference management)
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From the Web

Go to the web page you STEP 6.

want to save and click on the
Go to the web page you
Zotero Connector icon want to save and click on
the Zotero Connector icon
(which turns into this icon
if you want to save web
pages)
(From STEP 6.) A pop-up
message will automatically
appear

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From the news papers
Go to the blog you want
to save and click on the
Zotero Connector icon
Entries in Zotero Library

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Import and Export

Select the “Import” and

Select the file to import
Select the “Export” to
import the files
My library
In-Text Citations in MS word

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 Install Microsoft- word Add-in

Select the “Edit” and

“Preferences”
Select the “Cite” and “Install
MS Word Add-in”
Zotero add-in in MS Word

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 How to create in-text citations
Open MS Word. Keep the populated
Zotero library open. (A Zotero tab is
automatically added in the menu
bar)
Click on “Document
Preferences” and select your
desired citation style

Click on “OK”

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How to create in-text citations

Click on
“Add/Edit Citation” place the cursor where you
want to insert the citation

A Zotero pull down bar will

appear. Type the title and
hit ‘ENTER’

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How to create in-text citations

The details of paper

appears here. Select the
relevant paper The in-text citation will be
automatically added

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How to create in-text citations

Click on
“Add/Edit Citation”

click the drop down and

select the classic view to
select the articles from the
Zotero folder
Classic view

Selected files will appear here

Select Single or multiple files

Reference list or bibliography
How to create in-text citations
“Refresh” to update the
types of references

To “Unlink” the citation to edit

or submission (use it before
Click on “Add/Edit final submission)
Bibliography”

The record(s) used in-text will

automatically appear

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How to create a Reference List (alternative approach)

Alternatively, you can right away

create a Reference List from Zotero
without doing in- text citations.
Highlight the items you want to
include in the Reference List from
the Zotero interface Right click and choose
“Create Bibliography from
Items”
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 How to create a Reference List (alternative approach)

Choose your preferred

citation style

Click on “Bibliography” radio

button The reference list will be
automatically saved in
your preferred location
Click on “Save as RTF” radio
button

Click “OK”
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Group Library
Creating a group library
Create using “New
library” button

Your Group library

folder and its
documents
Online Zotero
Thank you