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getting_stuff_into_your_library [2018/05/15 04:01]
dstillman [Manually Adding and Editing Items]
getting_stuff_into_your_library [2018/07/17 08:14] (current)
bwiernik [Editing Items]
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-======Adding Items to your Zotero ​Library======+======Adding Items to Zotero======
  
-This page describes the various ways by which you can store bibliographic information ​(e.g., ​of books, journal articles, ​and web pages) as items in Zotero. To learn more about storing ​files (such as PDFs or images), ​and attaching files to items, ​see the [[attaching files|files]] page.+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.
  
-=====Web Translators=====+=====Via your web browser=====
  
-//This feature is available if you have installed Zotero ​Connectors ​for Firefox, ​Chrome, or Safari, in addition to the Zotero desktop client app. See [[/​download|Downloads]] and [[Installation]].//​+//This feature is available if you have installed ​Zotero ​Connector ​for Chrome, Firefox, or Safari, in addition to the Zotero desktop client app. See [[/​download|Downloads]] and [[Installation]].//​
  
-If you have the Zotero Connector ​extension ​installed in your browser, Zotero will automatically find bibliographic information on the web pages you visit. For example, if you are looking at the record for a journal article ​on a publisher'​s web site, Zotero'​s save button will change to the icon of a Journal Article (circled in red):+If you have the Zotero Connector installed in your browser, Zotero will automatically find bibliographic information on web pages you visit. For example, if you are reading ​a journal article ​online, Zotero'​s save button will change to the icon of a Journal Article (circled in red):
  
 {{:​connector_firefox.png?​nolink&​600}} {{:​connector_firefox.png?​nolink&​600}}
  
-Zotero'​s save button is the most convenient and reliable way to add items with high-quality bibliographic metadata to your Zotero library. ​+The Zotero ​Connector's save button is the most convenient and reliable way to add items with high-quality bibliographic metadata to your Zotero library. ​
  
 \\ \\
-When you install the Zotero Connector ​extension ​in your browser, the Zotero save button will appear in the toolbar on the right, next to your other toolbar buttons:+When you install the Zotero Connector in your browser, the Zotero save button will appear in the toolbar on the right, next to your other toolbar buttons:
  
 **Firefox:​** \\ **Firefox:​** \\
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-When you click this Zotero save button, Zotero will save all of the available bibliographic information about that item to your library. For example, if you click on the journal article icon below, Zotero will create a new "​Journal Article"​ item with the item's bibliographic information (authors, title, date, journal title, etc.). The icon on the Zotero save button will change based on the type of item on the page. For example, on a library catalog page for a book, the Zotero save button will show a Book icon.+Whenever ​you click the Zotero ​Connector ​save button, Zotero will save all of the available bibliographic information about that item to your library. For example, if you click on the journal article icon below, Zotero will create a new "​Journal Article"​ item with the item's bibliographic information (authors, title, date, journal title, etc.). The icon on the Zotero save button will change based on the type of item on the page. For example, on a library catalog page for a book, the Zotero save button will show a Book icon.
  
 **Journal Article:​**\\ **Journal Article:​**\\
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-On some web pages that list information about multiple items (e.g., a list of Google Scholar search results), Zotero will show a folder icon. Clicking this folder icon will open a window ​in which you can select the items that you want to save to your library+On some web pages that contain ​information about multiple items (e.g., a list of Google Scholar search results), Zotero 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
  
 {{:​connector_folder.png?​nolink&​125}} {{:​connector_folder.png?​nolink&​125}}
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-Some webpages don't provide any metadata ​that Zotero can recognize. On these pages, the Zotero save button will show a gray webpage icon. If you click the Zotero save button on these pages, Zotero will import the page as a "Web Page" item. See [[#​saving_webpages|Saving Webpages]] below.+Some webpages don't provide any information ​that Zotero can recognize. On these pages, the Zotero save button will show a gray webpage icon. If you click the Zotero save button on these pages, Zotero will import the page as a "Web Page" item. See [[#​saving_webpages|Saving Webpages]] below.
  
 **Firefox:​**\\ **Firefox:​**\\
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-If you are viewing a PDF file in your browser, the Zotero save button will show a PDF icon. Clicking ​the button ​in this case will import the PDF file alone into your library and then automatically attempt to retrieve ​metadata for it. While this will often produce good results, ​saving from an item details or abstract page is usually ​the best way to save both high-quality metadata and the associated PDF.+If you are viewing a PDF file in your browser, the Zotero 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'​s catalog entry or abstract page.
  
 {{:​connector_pdf.png?​nolink&​150}} {{:​connector_pdf.png?​nolink&​150}}
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 ==== Saving to a Specific Collection or Library ==== ==== Saving to a Specific Collection or Library ====
  
-To save imported items to specific ​collection ​or library, select that collection or library in the left pane of the Zotero app (not in your browser) before clicking the Zoter save buttonAn option ​to select collections directly from the Zotero ​save button will be added in future version.+After you click the Zotero Connector ​save button, ​dialog will appear indicating which Zotero ​collection the saved item will go intoIf you want to save the Zotero ​item somewhere else, you can select ​different Zotero collection here.
  
-==== Metadata ​Quality and Choosing a Translator ====+==== Data Quality and Choosing a Translator ====
  
-The quality of the data Zotero imports is determined by the information supplied on the web page. 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 translators to obtain the best quality metadata. Zotero ​works with most library catalogs, ​several popular websites such as Amazon.com and NYTimes.comand many (gated) ​databases and websites of scientific publishers (for more information,​ see our [[translators|compatible websites list]]). By default, translator updates are automatically installed, independent of Zotero updates. Metadata for the same item may vary in quality across sites providing it. For example, importing an item from the publisher website will generally yield much better data than importing from Google Scholar.+The quality of the data Zotero imports is determined by the information supplied on the web page. 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 ​"translators" ​to obtain the best quality metadata. Zotero ​recognizes almost all library catalogs, ​most news sitesresearch ​databases and scientific publishers (for more information,​ see our [[translators|compatible websites list]]). By default, translator updates are automatically installed, independent of Zotero updates. Metadata for the same item may vary in quality across sites providing it. For example, importing an item from the publisher website will generally yield much better data than importing from Google Scholar.
  
 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 [[/​forum|Zotero forums]] and provide the web page URL. 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 [[/​forum|Zotero forums]] and provide the web page URL.
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 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 ''​URL''​ field in Zotero'​s right-hand pane. 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 ''​URL''​ field in Zotero'​s right-hand pane.
  
-==== Annotations ==== 
- 
-Older versions of Zotero supported annotating webpages and you may still see references to that in a forum thread. Unfortunately,​ webpage annotations are not currently supported. 
  
 =====Importing from Other Tools===== =====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 "​Import…"​ option from the File menu. Browse to your exported file, select it, and click the "​Open"​ button. This should import the exported items into your Zotero library in a date-stamped collection. 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 "​Import…"​ option from the File menu. Browse to your exported file, select it, and click the "​Open"​ button. This should import the exported items into your Zotero library in a date-stamped collection.
 +
 +For detailed instructions on how to make the switch from Mendeley to Zotero, see [[kb/​mendeley_import|Importing Records From Mendeley]].
  
 For detailed instructions on how to make the switch from Endnote to Zotero, see [[kb/​importing_records_from_endnote|Importing Records From EndNote]]. For detailed instructions on how to make the switch from Endnote to Zotero, see [[kb/​importing_records_from_endnote|Importing Records From EndNote]].
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 For detailed instructions on how to make the switch from Citavi to Zotero, see [[kb/​import-from-citavi|Importing Records From Citavi]]. For detailed instructions on how to make the switch from Citavi to Zotero, see [[kb/​import-from-citavi|Importing Records From Citavi]].
  
-For detailed instructions on how to make the switch from Mendeley to Zotero, see [[https://​github.com/​rdiaz02/​Adios_Mendeley|Importing Records From Mendeley]]. Mendeley does not export all item data using standard methods; the linked page provides tools and detailed instructions for moving a Mendeley database to Zotero. 
  
 Importing from other tools follows similar steps, so long as they can export a standardized format. Importing from other tools follows similar steps, so long as they can export a standardized format.
  
-Zotero can import [[import_formats|amongst ​others]] the following bibliographic file formats: ​+Zotero can import [[kb/​importing_standardized_formats|among others]] the following bibliographic file formats: ​
   * Zotero RDF   * Zotero RDF
   * CSL JSON   * CSL JSON
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 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 [[#​importing_from_other_tools|above]] (e.g., BibTeX and RIS are common choices) and import this file into Zotero. Web of Science and ProQuest offer the ability to select multiple items from a search results list and export as a batch to various formats. In Google Scholar, you need to first save the items to your Google Scholar library (using the ☆ icon in the search results), then select and export them from the Google Scholar "My Library"​ page. 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 [[#​importing_from_other_tools|above]] (e.g., BibTeX and RIS are common choices) and import this file into Zotero. Web of Science and ProQuest offer the ability to select multiple items from a search results list and export as a batch to various formats. In Google Scholar, you need to first save the items to your Google Scholar library (using the ☆ icon in the search results), then select and export them from the Google Scholar "My Library"​ page.
  
-===== Adding PDFs and other Files ===== +===== Adding PDFs and Other Files ===== 
-To include a PDF or any other file from your computer in Zotero, 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. +To include a PDF or any other file from your computer in Zotero, 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 [[retrieve_pdf_metadata|retrieve bibliographic metadata for the PDFs]]. Note that this method will often yield lower quality metadata than importing using the Save to Zotero button from your internet browser
  
 You can also add add files as attachments to existing Zotero items by right-clicking on the Zotero item and choosing "Add Attachment"​ or clicking the paperclip icon in the Zotero toolbar. You can also add independent file items by clicking the green plus sign ({{:​add.png?​nolink&​|}}) in the Zotero toolbar and choosing "Store Copy of File…"​ or "Link to File…"​. You can also add add files as attachments to existing Zotero items by right-clicking on the Zotero item and choosing "Add Attachment"​ or clicking the paperclip icon in the Zotero toolbar. You can also add independent file items by clicking the green plus sign ({{:​add.png?​nolink&​|}}) in the Zotero toolbar and choosing "Store Copy of File…"​ or "Link to File…"​.
- +===== Manually Adding Items =====
-For PDFs that you have added as independent items, you can try to automatically download bibliographic data from the internet by right-clicking them and selecting [[retrieve_pdf_metadata|Retrieve Metadata for PDF]]. Note that this function will typically yield lower quality metadata than importing using a Web translator. +
- +
-===== Manually Adding ​and Editing ​Items ===== +
- +
-==== Adding Items by Hand ====+
  
 To manually add an item to your Zotero library, click the green "New Item" ({{:​add.png?​nolink&​|}}) button at the top of the center pane, and select the desired item type from the drop-down menu (the top level of the menu shows recently created item types; the complete list of item types, minus Web Page, can be found under "​More"​). An empty item of the selected item type will now appear in the center column. You can then manually enter the item's bibliographic information via the right-hand pane. To manually add an item to your Zotero library, click the green "New Item" ({{:​add.png?​nolink&​|}}) button at the top of the center pane, and select the desired item type from the drop-down menu (the top level of the menu shows recently created item types; the complete list of item types, minus Web Page, can be found under "​More"​). An empty item of the selected item type will now appear in the center column. You can then manually enter the item's bibliographic information via the right-hand pane.
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 === Extra === === Extra ===
  
-The Extra field can be used for storing custom item metadata or data that doesn'​t have a dedicated field in Zotero. If you need to cite an item using a field not supplied by Zotero, you can also store such data in Extra. ​To cite these fields, place the data at the top of the Extra labeled with its [[http://docs.citationstyles.org/en/​stable/​specification.html#appendix-iv-variables|CSL (Citation Style Language) variable name]]. For example, to add a DOI to a Book Section item, add this to the top of Extra:+The Extra field can be used for storing custom item metadata or data that doesn'​t have a dedicated field in Zotero. If you need to cite an item using a field not supplied by Zotero, you can also store such data in Extra. ​See [[/support/kb/item_types_and_fields#citing_fields_from_extra|Citing Fields from Extra]] for more details on how to cite these fields. For example, to add a DOI to a Book Section item, add this to the top of Extra:
 ''​DOI:​ 10.1234/​567890''​ ''​DOI:​ 10.1234/​567890''​
  
getting_stuff_into_your_library.1526371299.txt.gz · Last modified: 2018/05/15 04:01 by dstillman