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+ | ======Adding Items to Zotero====== | ||
+ | This page describes the various ways to add items (e.g., books, journal articles, web pages, etc.) as items in Zotero. To learn more about adding files (such as PDFs or images), please see the [[attaching files|files]] page. | ||
+ | |||
+ | =====Via your web browser===== | ||
+ | |||
+ | //To use Zotero properly, you need to install the Zotero Connector for Chrome, Firefox, or Safari, in addition to the Zotero desktop app. See [[/ | ||
+ | |||
+ | The Zotero Connector' | ||
+ | |||
+ | For example, if you are reading a journal article online, Zotero' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | On a library catalog entry for a book, the save button will show a book icon: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Clicking the save button will create an item in Zotero with the information that Zotero has identified. | ||
+ | |||
+ | ==== Generic Webpages ==== | ||
+ | Some webpages don't provide any information that Zotero can recognize. On these pages, the save button will show a gray webpage icon. If you click the save button on these pages, Zotero will import the page as a "Web Page" item with a title, URL, and access date. See [[# | ||
+ | |||
+ | **Firefox: | ||
+ | {{: | ||
+ | |||
+ | **Safari: | ||
+ | {{: | ||
+ | |||
+ | ==== PDFs ==== | ||
+ | If you are viewing a PDF file in your browser, the save button will show a PDF icon. Clicking this button will import the PDF file alone into your library and then automatically attempt to retrieve information about it it. While this will often produce good results, it is usually better to use the Zotero Connector save button when visiting the publication' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ==== Multiple Results ==== | ||
+ | On some web pages that contain information about multiple items (e.g., a list of Google Scholar search results), the save button will show a folder icon. Clicking this folder icon will open a window where you can select the items that you want to save to Zotero: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | ==== Saving to a Specific Collection or Library==== | ||
+ | |||
+ | After you click the save button, a dialog will appear indicating which Zotero collection the saved item will go into. If you want to save the item to a different collection or library, you can change the selection there, as well as enter tags to assign to the new item. | ||
+ | |||
+ | ==== Data Quality and Choosing a Translator ==== | ||
+ | |||
+ | The quality of the data Zotero imports is determined by the information supplied on the webpage. Some websites provide very high quality data using a standard way to provide Zotero with data (via embedded metadata). Other websites provide only limited metadata (e.g., only the title of a blog post) or no metadata at all. For many sites, Zotero has website-specific " | ||
+ | |||
+ | Zotero will generally choose the best translator available for each site automatically. You can choose an alternative translator by right-clicking on the Zotero save button (click-and-hold in Safari) and choosing one of the supplied options. If a website isn't importing properly, please report it on the [[/ | ||
+ | |||
+ | ===== Add Item by Identifier ===== | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | You can quickly add items to your library if you already know their ISBN, Digital Object Identifier (DOI), or PubMed ID. To add an item via one of these identifiers, | ||
+ | |||
+ | Zotero uses the following databases for looking up item metadata: Library of Congress and [[http:// | ||
+ | |||
+ | ===== Adding PDFs and Other Files ===== | ||
+ | |||
+ | To add a PDF or any other file from your computer, simply drag it to Zotero — you can drag to an existing item to attach the file or drag between items to store as an independent item. Zotero will automatically attempt to [[retrieve_pdf_metadata|retrieve bibliographic metadata for PDFs]], though in some cases this may yield lower quality metadata than importing using the Save to Zotero button from your browser. If Zotero isn't able to retrieve high-quality metadata for a PDF, you can save the item another way — using Save to Zotero or Add Item by Identifier — and drag the PDF onto the new item (if a PDF wasn't already attached automatically). | ||
+ | |||
+ | You can also add add files as attachments to existing Zotero items by right-clicking on the Zotero item and choosing "Add Attachment" | ||
+ | |||
+ | |||
+ | =====Saving Webpages===== | ||
+ | |||
+ | With Zotero, you can create an item from any webpage by clicking the save button in the browser toolbar. If the page isn't recognized by a [[# | ||
+ | |||
+ | **Firefox: | ||
+ | {{: | ||
+ | |||
+ | **Safari: | ||
+ | {{: | ||
+ | |||
+ | If " | ||
+ | |||
+ | {{annotation/ | ||
+ | |||
+ | Double-clicking a Web Page item without a snapshot in your library will take you to the original webpage. Double-clicking a Web Page item with a snapshot will display the snapshot instead. You can also visit the original webpage by clicking the ”URL:” label to the left of the '' | ||
+ | |||
+ | |||
+ | =====Importing from Other Tools===== | ||
+ | |||
+ | You might want to migrate to Zotero but already have an extensive library stored in other reference management software (e.g., Endnote, Reference Manager, Citavi, RefWorks, Mendeley, Papers). To import such libraries into Zotero, start by exporting the bibliographic data from your other software program. Then, in Zotero, choose the " | ||
+ | |||
+ | For detailed instructions on how to make the switch from Mendeley to Zotero, see [[kb/ | ||
+ | |||
+ | For detailed instructions on how to make the switch from Endnote to Zotero, see [[kb/ | ||
+ | |||
+ | For detailed instructions on how to make the switch from Citavi to Zotero, see [[kb/ | ||
+ | |||
+ | |||
+ | Importing from other tools follows similar steps, so long as they can export a standardized format. | ||
+ | |||
+ | Zotero can import [[kb/ | ||
+ | * Zotero RDF | ||
+ | * CSL JSON | ||
+ | * MODS (Metadata Object Description Schema) | ||
+ | * BibTeX | ||
+ | * RIS | ||
+ | * Refer/BibIX | ||
+ | * Unqualified Dublin Core RDF | ||
+ | * Endnote XML | ||
+ | * XML ContextObject | ||
+ | * Web of Science Tagged | ||
+ | * MEDLINE/ | ||
+ | |||
+ | Note that import/ | ||
+ | |||
+ | Bibliographic data stored directly in Word documents using Word's bibliography feature cannot be directly imported by Zotero or other reference management tools. However, it is possible to import Word bibliographies by first formatting them as BibTeX, then using Zotero to import the BibTeX data. See [[kb/ | ||
+ | |||
+ | If you have Word documents with embedded Zotero or Mendeley citations, you can extract these and import them into your Zotero library using the [[http:// | ||
+ | |||
+ | ===== Large-Scale Imports from Databases ===== | ||
+ | If you are importing a large of items from scholarly databases (e.g., if you are conducting a systematic review), databases such as Google Scholar, ProQuest, Web of Science, and others, may lock you out if you use the Zotero save button too frequently or with too many items at once. In such cases, it is better to export the items as a batch in one of the standardized formats listed [[# | ||
+ | |||
+ | ===== Manually Adding Items ===== | ||
+ | |||
+ | To manually add an item to your Zotero library, click the green "New Item" ({{: | ||
+ | |||
+ | **Note:** When you want to create an item for a webpage, it is usually easiest to visit the page in your browser and then save it to Zotero (see [[#Saving Webpages]]). Because of this, the Web Page item type is not included in the "New Item" menu. However, if you really want to create a webpage item by hand, you create an empty item of another type and switch the item type to Web Page in the right-hand pane. | ||
+ | ===== Editing Items ===== | ||
+ | |||
+ | When you have selected an item in the center pane, you can view and edit its bibliographic information via the Info tab of the right-hand pane. Most fields can be clicked and edited. Changes are saved automatically as they are made. Some fields have special features, which are discussed below. | ||
+ | |||
+ | === Names === | ||
+ | |||
+ | Each item can have zero or more creators, of different types, such as authors, editors, etc. To change the creator type, click the creator field label (e.g., '' | ||
+ | |||
+ | Each name field can be toggled between single and two field mode by clicking the " | ||
+ | |||
+ | To quickly enter additional creators, type Shift-Enter/ | ||
+ | |||
+ | === Journal Abbreviations === | ||
+ | |||
+ | Journal articles are often cited with the abbreviated journal title. Zotero stores the journal title and journal title abbreviation in separate fields (" | ||
+ | |||
+ | === Titles === | ||
+ | |||
+ | In English, titles are typically either Title Cased or Sentence cased (for the distinction, | ||
+ | |||
+ | To help with changing the case of titles, the title fields (e.g., " | ||
+ | |||
+ | If you need APA-style Sentence case, with the first letter after a colon also capitalized, | ||
+ | |||
+ | === Links === | ||
+ | |||
+ | Clicking the label of the URL (" | ||
+ | |||
+ | === Extra === | ||
+ | |||
+ | The Extra field can be used for storing custom item metadata or data that doesn' | ||
+ | '' | ||
+ | |||
+ | |||
+ | =====Verify and Edit Your Records===== | ||
+ | ===Zotero will accurately import the metadata on a Web page, but the supplied metadata may not be fully accurate=== | ||
+ | |||
+ | Zotero will accurately import metadata supplied by most bibliographic databases, library catalogs, publisher sites, and webpages. It will even make adjustments to the metadata to compensate for known quirks (author names in all upper case, etc.) in what the supplier provides. That said, sometimes the metadata that Zotero receives is incomplete or incorrect. For example, one major academic search site often provides the wrong serial name with otherwise correct metadata. Another scholarly research site's metadata can omit some of the authors' | ||
+ | |||
+ | Some metadata is provided with only author last names and one or two initials when the authors' | ||
+ | |||
+ | Publishers have different conventions for the casing of titles. No software can accurately and reliably convert title case to sentence case. If titles are entered in (or converted to) sentence case, Zotero can accurately convert them to title case if the style requires that format. | ||
+ | |||
+ | Zotero users should be aware of these issues and verify that the records in their library are accurate and in the correct format so that Zotero can produce well-formed citations in the text and the bibliography of your manuscript. |