Hi everyone, in this section of citation management tutorial we're going to be
Hi everyone, in this section of citation management tutorial we're going to be

talking about how to manage your citations in Zotero. This is meant to be
talking about how to manage your citations in Zotero. This is meant to be

a crash course or an overview it's not meant to get into all of the features
a crash course or an overview it's not meant to get into all of the features

and functions of the program. The best way to see if this is something that's
and functions of the program. The best way to see if this is something that's

going to work for you is to really sit for about an hour or so play around with
going to work for you is to really sit for about an hour or so play around with

it and get comfortable with it. Zotero is a program that lets you manage
it and get comfortable with it. Zotero is a program that lets you manage

all of the citations that you have for your research materials and it's
all of the citations that you have for your research materials and it's

available in two different versions. To get the full functionality I recommend
available in two different versions. To get the full functionality I recommend

that you use both of those versions so that you can store your collections both
that you use both of those versions so that you can store your collections both

online and then on your own computer or in fact as many computers as you use.
online and then on your own computer or in fact as many computers as you use.

Zotero is a program that allows you to collect the information that you need
Zotero is a program that allows you to collect the information that you need

about each of the resources you use, to organize those resources into
about each of the resources you use, to organize those resources into

collections that make sense to you, to format citations and create
collections that make sense to you, to format citations and create

bibliographies, and then to sync everything between your online account
bibliographies, and then to sync everything between your online account

and any of the computers that you have it installed on. The first thing you
and any of the computers that you have it installed on. The first thing you

want to do to get started on Zotero is to go to zotero.org and register for
want to do to get started on Zotero is to go to zotero.org and register for

your free account by clicking on register in the upper right hand corner
your free account by clicking on register in the upper right hand corner

In order to get the full functionality like I said you want to have your online
In order to get the full functionality like I said you want to have your online

account which lets you access your collections of citations from anywhere
account which lets you access your collections of citations from anywhere

that you have the Internet but you also want to have the piece that lives on
that you have the Internet but you also want to have the piece that lives on

your computer and so to do that after you've registered for your free account
your computer and so to do that after you've registered for your free account

you want to click on download now and you have two different options. You have
you want to click on download now and you have two different options. You have

Zotero for Firefox which is an add-on that lives in your Firefox browser and
Zotero for Firefox which is an add-on that lives in your Firefox browser and

then you have Zotero standalone and this works with Firefox, Chrome, and Safari but
then you have Zotero standalone and this works with Firefox, Chrome, and Safari but

it looks a little bit different and it opens up in a separate application than
it looks a little bit different and it opens up in a separate application than

your browser. I'm going to be working with Zotero for Firefox so it'll look
your browser. I'm going to be working with Zotero for Firefox so it'll look

just a little bit different for any of you who uses the standalone version. Once
just a little bit different for any of you who uses the standalone version. Once

you've downloaded and installed this version either version of Firefox on
you've downloaded and installed this version either version of Firefox on

your computer you're going to see this Zotero logo down in the bottom
your computer you're going to see this Zotero logo down in the bottom

right hand corner of your browser pane. When you click on this logo it opens the
right hand corner of your browser pane. When you click on this logo it opens the

Zotero pane and this is the pane that lets you see all of the items in your
Zotero pane and this is the pane that lets you see all of the items in your

collection. You can add organize and edit citations from both your online account
collection. You can add organize and edit citations from both your online account

and from your Zotero browser version but you can only create bibliographies and
and from your Zotero browser version but you can only create bibliographies and

format citations from this browser version but we're going to talk more
format citations from this browser version but we're going to talk more

about that in just a little bit. Before you start adding citations to your new
about that in just a little bit. Before you start adding citations to your new

Zotero library we need to do a little housekeeping first so with the pane open
Zotero library we need to do a little housekeeping first so with the pane open

click on the gear icon and then select preferences. Under general you want to
click on the gear icon and then select preferences. Under general you want to

make sure that all of the miscellaneous and group boxes are checked and under
make sure that all of the miscellaneous and group boxes are checked and under

sync you want to add your username and password that you've just created with
sync you want to add your username and password that you've just created with

your online account and you want to make sure that this box sync automatically is
your online account and you want to make sure that this box sync automatically is

checked. This makes sure that all of your accounts sync when you add new resources
checked. This makes sure that all of your accounts sync when you add new resources

to any of your Zotero accounts. There are a number of different ways to import
to any of your Zotero accounts. There are a number of different ways to import

your citations into your Zotero library and many times you can do it right from
your citations into your Zotero library and many times you can do it right from

your browser. When Zotero recognizes something that it can import you'll see
your browser. When Zotero recognizes something that it can import you'll see

an icon in the address bar. Just a note for those of you who are using the
an icon in the address bar. Just a note for those of you who are using the

standalone version it's going to be an icon that's to the left of your address
standalone version it's going to be an icon that's to the left of your address

bar. So for this New York Times article you can see a newspaper icon here and
bar. So for this New York Times article you can see a newspaper icon here and

all you have to do is click on the icon to import the citation. If you look down
all you have to do is click on the icon to import the citation. If you look down

at the right-hand side you can see a little box that pops up that tells you
at the right-hand side you can see a little box that pops up that tells you

that it's saving to your Zotero account and to check on that click on the Zotero
that it's saving to your Zotero account and to check on that click on the Zotero

icon down here which opens your Zotero pane and you can see this is the
icon down here which opens your Zotero pane and you can see this is the

information that it imported. It has it listed by title but over here on the
information that it imported. It has it listed by title but over here on the

right you can see all of the information that it picked up so you have all of the
right you can see all of the information that it picked up so you have all of the

bibliographic data that you need to ultimately create a citation. You also
bibliographic data that you need to ultimately create a citation. You also

have the URL if you ever need to get back to this article
have the URL if you ever need to get back to this article

In this section you can also add notes, you can add tags sometimes tags are
In this section you can also add notes, you can add tags sometimes tags are

imported and you can either keep them or delete them, or you can link this article
imported and you can either keep them or delete them, or you can link this article

to another related article in your Zotero library and when the arrow is
to another related article in your Zotero library and when the arrow is

spinning you can see that it's syncing
spinning you can see that it's syncing

You can also import items to Zotero right from the UNC library catalog. If
You can also import items to Zotero right from the UNC library catalog. If

you click on the record for a book that you want to import the information
you click on the record for a book that you want to import the information

you'll see up here in the address bar that the icon is changed and now it's a
you'll see up here in the address bar that the icon is changed and now it's a

book Zotero is recognizing that this is bibliographic data from a book and so
book Zotero is recognizing that this is bibliographic data from a book and so

if you click on that again it saves the item lets you know down in the
if you click on that again it saves the item lets you know down in the

right-hand corner and to check you can open your Zotero account and there it is
right-hand corner and to check you can open your Zotero account and there it is

all of the data that you need to create a citation and you can do the same
all of the data that you need to create a citation and you can do the same

additions over here. You can also import Zotero items from a lot of the library
additions over here. You can also import Zotero items from a lot of the library

databases that you're going to be using to do your research so we're in
databases that you're going to be using to do your research so we're in

communication and mass media complete. I see an article that I want to save and
communication and mass media complete. I see an article that I want to save and

create a citation for and we learned that one way you can do it over here is
create a citation for and we learned that one way you can do it over here is

to click on cite and you can copy and paste but if you want to import it
to click on cite and you can copy and paste but if you want to import it

directly into Zotero click on the icon up here it looks like a sheet of paper
directly into Zotero click on the icon up here it looks like a sheet of paper

and it saves it right to your Zotero account so now we have three items in
and it saves it right to your Zotero account so now we have three items in

our Zotero library. There are a few other ways that you can add items to your
our Zotero library. There are a few other ways that you can add items to your

Zotero library and let's open this up a little bit so we can see the whole thing
Zotero library and let's open this up a little bit so we can see the whole thing

If you look up here at this toolbar and you click on the green button you can
If you look up here at this toolbar and you click on the green button you can

add an item manually so it gives you some initial options as to what kind of
add an item manually so it gives you some initial options as to what kind of

resource it is but if the resource that you're importing isn't any of these
resource it is but if the resource that you're importing isn't any of these

look down at more and you have all of these options
look down at more and you have all of these options

It creates the item and you simply have to fill in the information. You can also
It creates the item and you simply have to fill in the information. You can also

add an item based on the web page that you're on. Basically what this does is it
add an item based on the web page that you're on. Basically what this does is it

saves the URL for you it pulls out some other information like maybe the title
saves the URL for you it pulls out some other information like maybe the title

sometimes it'll give you the date or the author's name if there is one and it'll
sometimes it'll give you the date or the author's name if there is one and it'll

tell you that it's a web page and you simply have to fill in the rest of the
tell you that it's a web page and you simply have to fill in the rest of the

information yourself. If you click on the wand icon you can add an item by the
information yourself. If you click on the wand icon you can add an item by the

ISBN, the DOI, the ISSN, or the PubMed ID. That's a really fast and easy way to do
ISBN, the DOI, the ISSN, or the PubMed ID. That's a really fast and easy way to do

it. Another really quick and easy way that you can add resources to your
it. Another really quick and easy way that you can add resources to your

Zotero library is if you have them saved as PDFs on your desktop. All you need to
Zotero library is if you have them saved as PDFs on your desktop. All you need to

do is click on the PDF and drag it into the Zotero pane and drop it there and it
do is click on the PDF and drag it into the Zotero pane and drop it there and it

will import the PDF file and we can do that with a few of these. These are all
will import the PDF file and we can do that with a few of these. These are all

PDFs that I've downloaded from communication and mass media complete
PDFs that I've downloaded from communication and mass media complete

and so now we have the PDFs and we can open them right from Zotero. They are
and so now we have the PDFs and we can open them right from Zotero. They are

saved as files in your account but you can see if you look over here that we
saved as files in your account but you can see if you look over here that we

don't have any bibliographic data for any of them
don't have any bibliographic data for any of them

so no title no author any of that and there are a couple of different ways
so no title no author any of that and there are a couple of different ways

that you can handle this. The easiest although it doesn't work all the time
that you can handle this. The easiest although it doesn't work all the time

it's always worth trying is to right-click on the PDF title and come
it's always worth trying is to right-click on the PDF title and come

down here to retrieve metadata for PDF and what this is going to do is it tells
down here to retrieve metadata for PDF and what this is going to do is it tells

Zotero to try to look up what that information is so click on retrieve
Zotero to try to look up what that information is so click on retrieve

metadata it usually takes no more than a few seconds and unfortunately for this
metadata it usually takes no more than a few seconds and unfortunately for this

PDF which is a SWOT analysis we couldn't find Zotero couldn't find any matching
PDF which is a SWOT analysis we couldn't find Zotero couldn't find any matching

references so we're going to have to import that one manually and to do that
references so we're going to have to import that one manually and to do that

again you right click on it and come down here to create parent item
again you right click on it and come down here to create parent item

for the document and so what that does you see this arrow
for the document and so what that does you see this arrow

that's been created over here if you click on that here's the original PDF
that's been created over here if you click on that here's the original PDF

that we imported and here's a section now where we can type in the information
that we imported and here's a section now where we can type in the information

that we need to save it and to format a citation later. So let's try one of these
that we need to save it and to format a citation later. So let's try one of these

other PDFs. I'm going to right click on this one and come down to retrieve
other PDFs. I'm going to right click on this one and come down to retrieve

metadata for PDF and it searched and it found so if you look over here it
metadata for PDF and it searched and it found so if you look over here it

found all of the information title author's everything that you need to be
found all of the information title author's everything that you need to be

able to create a citation for it so once you have all of these resources in your
able to create a citation for it so once you have all of these resources in your

Zotero library there are a number of different ways to organize them. As I
Zotero library there are a number of different ways to organize them. As I

mentioned before you can tag them and the tags will usually show up down here
mentioned before you can tag them and the tags will usually show up down here

on the bottom left hand side of your Zotero pane. If you look up here on the
on the bottom left hand side of your Zotero pane. If you look up here on the

left hand side and click on my library this shows everything that you've
left hand side and click on my library this shows everything that you've

imported but you can also create subfolders and organize different
imported but you can also create subfolders and organize different

sections of resources and to do that all you need to do is right click on my
sections of resources and to do that all you need to do is right click on my

library, click on new collection, and it lets you name the folder. You can rename
library, click on new collection, and it lets you name the folder. You can rename

the folder if you want to later and so all you need to do is drag items from
the folder if you want to later and so all you need to do is drag items from

your library into that folder and to see what's in the folder click on it and it
your library into that folder and to see what's in the folder click on it and it

shows you the items that you have. That doesn't remove items from this section
shows you the items that you have. That doesn't remove items from this section

from this folder you can have items in as many folders or subfolders as you
from this folder you can have items in as many folders or subfolders as you

want to. To create a subfolder you right-click on your folder, click on new
want to. To create a subfolder you right-click on your folder, click on new

sub collection
sub collection

and you can create as many sub collections as you want to as well. The
and you can create as many sub collections as you want to as well. The

last feature I want to go over with Zotero is how to format citations and
last feature I want to go over with Zotero is how to format citations and

create bibliographies. Remember you can only do this from the browser-based
create bibliographies. Remember you can only do this from the browser-based

version the version that you downloaded you can't do this from your online
version the version that you downloaded you can't do this from your online

version. To create a single citation from an item in your Zotero library all you
version. To create a single citation from an item in your Zotero library all you

have to do is right-click on that item and come down to create bibliography
have to do is right-click on that item and come down to create bibliography

from selected item. You can choose the citation style that you prefer to use
from selected item. You can choose the citation style that you prefer to use

have this as set as bibliography and what I usually do is copy to clipboard
have this as set as bibliography and what I usually do is copy to clipboard

and that allows me to simply paste the citation into a document that I'm using
and that allows me to simply paste the citation into a document that I'm using

and click OK so from here we can open a document and
and click OK so from here we can open a document and

paste our citation. To create a bibliography using multiple resources in
paste our citation. To create a bibliography using multiple resources in

your Zotero library all you need to do is choose which folder that you want to
your Zotero library all you need to do is choose which folder that you want to

create a bibliography of, right-click on it, come down to create bibliography from
create a bibliography of, right-click on it, come down to create bibliography from

collection, go through the same steps, choose your citation style, make sure
collection, go through the same steps, choose your citation style, make sure

that this is set to bibliography and copy to clipboard click OK and you can
that this is set to bibliography and copy to clipboard click OK and you can

open a document and paste it in. Always make sure that you go over your
open a document and paste it in. Always make sure that you go over your

bibliography or your citation after it's been created and double check to make
bibliography or your citation after it's been created and double check to make

sure that it's formatted correctly and that there's not information missing. If
sure that it's formatted correctly and that there's not information missing. If

there is missing information or if you notice that it doesn't quite look right
there is missing information or if you notice that it doesn't quite look right

chances are that it comes from how the information was entered and interpreted
chances are that it comes from how the information was entered and interpreted

by Zotero so for a citation that doesn't look right go back and find the item and
by Zotero so for a citation that doesn't look right go back and find the item and

go over and see that all of the information here looks correct
go over and see that all of the information here looks correct

This was a quick overview of some of the main features of Zotero. If you have any
This was a quick overview of some of the main features of Zotero. If you have any

questions you can always check these Zotero documentation online it does a
questions you can always check these Zotero documentation online it does a

really great job of breaking down all of the features of Zotero and the steps
really great job of breaking down all of the features of Zotero and the steps

that you need to take to use them. They also have a really robust support forum
that you need to take to use them. They also have a really robust support forum

if you ever need to troubleshoot. At UNC libraries we also have an online guide
if you ever need to troubleshoot. At UNC libraries we also have an online guide

to help you use Zotero. If you go to the UNC library homepage click on writing
to help you use Zotero. If you go to the UNC library homepage click on writing

and citing and then Zotero. This is a librarian created guide that walks you
and citing and then Zotero. This is a librarian created guide that walks you

through some of the basic and more advanced features that Zotero has to
through some of the basic and more advanced features that Zotero has to

offer. Also available through UNC libraries is a book that actually I
offer. Also available through UNC libraries is a book that actually I

found very helpful called Zotero a guide for librarians researchers and educators
found very helpful called Zotero a guide for librarians researchers and educators

and finally you can always get in touch with us at the Park Library if you have
and finally you can always get in touch with us at the Park Library if you have

any questions about formatting citations or about using Zotero. You can email us
any questions about formatting citations or about using Zotero. You can email us

or chat us give us a call or drop by
or chat us give us a call or drop by