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getting_stuff_into_your_library [2018/07/17 08:14]
bwiernik [Editing Items]
getting_stuff_into_your_library [2019/03/07 06:52] (current)
dstillman
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 =====Via your web browser===== =====Via your web browser=====
  
-//This feature is available if you have installed a Zotero Connector for Chrome, Firefox, or Safari, in addition to the Zotero desktop ​client ​app. See [[/​download|Downloads]] and [[Installation]].//+//To use Zotero properly, ​you need to install the Zotero Connector for Chrome, Firefox, or Safari, in addition to the Zotero desktop app. See [[/​download|Downloads]].//​
  
-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 Journal Article (circled in red):+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. As you browse the web, Zotero will automatically find bibliographic information on webpages ​you visit and allow you to add it to Zotero with single click.
  
-{{:connector_firefox.png?​nolink&​600}}+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):
  
-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 in your browser, the Zotero save button will appear in the toolbar on the right, next to your other toolbar buttons: 
- 
-**Firefox:​** \\ 
 {{:​connector_firefox.png?​nolink&​600}} {{:​connector_firefox.png?​nolink&​600}}
  
-**Safari:** \\ +On a library catalog entry for a book, the save button will show a book icon:
-{{:​connector_safari.png?​nolink&​600}}+
  
-\\ 
-Many users find it more convenient and easier to find the Zotero save button as they browse if they move it next to the address bar using the browser'​s "​Customize Toolbar"​ command: 
- 
-{{:​connector_address_bar.png?​nolink&​500}} 
- 
-\\ 
-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:​**\\ 
-{{:​connector_journal.png?​nolink&​125}} 
- 
-**Book:**\\ 
 {{:​connector_book.png?​nolink&​125}} {{:​connector_book.png?​nolink&​125}}
  
-\\ +Clicking ​the save button ​will create an item in Zotero with the information ​that Zotero ​has identified.
-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}} +
- +
-{{:​zotero-item-selector.png?​nolink&​|}}+
  
-\\ +==== Generic Webpages ==== 
-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.+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 [[#​saving_webpages|Saving Webpages]] below.
  
 **Firefox:​**\\ **Firefox:​**\\
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 {{:​connector_webpage_safari.png?​nolink&​}} ​ {{:​connector_webpage_safari.png?​nolink&​}} ​
  
-\\ +==== PDFs ==== 
-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.+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'​s catalog entry or abstract page.
  
 {{:​connector_pdf.png?​nolink&​150}} {{:​connector_pdf.png?​nolink&​150}}
  
-==== Saving to a Specific Collection or Library ​====+==== 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: ​
  
-After you click the Zotero Connector ​save button, a dialog will appear indicating which Zotero collection the saved item will go into. If you want to save the Zotero ​item somewhere else, you can select ​a different ​Zotero ​collection ​here.+{{:​connector_folder.png?​nolink&​125}} 
 + 
 +{{:​zotero-item-selector.png?​nolink&​|}} 
 + 
 + 
 +==== 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 ==== ==== 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 recognizes almost all library catalogs, most news sites, research 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.+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 "​translators"​ to obtain the best quality metadata. Zotero recognizes almost all library catalogs, most news sites, research 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 webpage ​URL.
  
 ===== Add Item by Identifier ===== ===== Add Item by Identifier =====
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 Zotero uses the following databases for looking up item metadata: Library of Congress and [[http://​www.worldcat.org/​|WorldCat]] for ISBNs, [[http://​www.crossref.org/​|CrossRef]] for DOIs, and [[http://​www.ncbi.nlm.nih.gov/​pubmed/​|NCBI PubMed]] for PubMed IDs. Zotero uses the following databases for looking up item metadata: Library of Congress and [[http://​www.worldcat.org/​|WorldCat]] for ISBNs, [[http://​www.crossref.org/​|CrossRef]] for DOIs, and [[http://​www.ncbi.nlm.nih.gov/​pubmed/​|NCBI PubMed]] for PubMed IDs.
 +
 +===== 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"​ 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…"​.
 +
  
 =====Saving Webpages===== =====Saving Webpages=====
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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 ===== 
-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…"​. 
 ===== Manually Adding Items ===== ===== Manually Adding Items =====
  
getting_stuff_into_your_library.1531829651.txt.gz · Last modified: 2018/07/17 08:14 by bwiernik