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google_docs [2017/11/19 10:00] – Remove Zotero 5 warning and dead link bwiernik | google_docs [2018/10/18 18:07] – dstillman | ||
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- | ====== Zotero | + | ====== |
- | Zotero | + | Zotero's powerful |
- | * To add a bibliography, | + | You can quickly search for items in your Zotero |
- | * To add a citation, | + | |
- | To use a different style, change your Quick Copy settings in the Export pane of the Zotero | + | Google Docs support is part of the Zotero |
- | At the moment there is no way to get an automatically updating bibliography in a Google Docs document. (There are several | + | Using another word processor? Zotero also integrates with [[word_processor_plugin_usage|Word]] and [[libreoffice_writer_plugin_usage|LibreOffice]]. |
+ | ===== Citation Interface ===== | ||
+ | {{ :: | ||
- | One possible workaround | + | The Zotero Connector adds a Zotero menu option and an " |
+ | |||
+ | \\ | ||
+ | \\ | ||
+ | \\ | ||
+ | The Zotero menu contains these items: | ||
+ | |< 100% 27% >| | ||
+ | ^ Add/Edit Citation | Add a new citation or edit an existing citation in your document at the cursor location. | | ||
+ | ^ Add/Edit Bibliography | Insert a bibliography at the cursor location or edit an existing bibliography. | | ||
+ | ^ Preferences | Open the Document Preferences window, e.g. to change the citation style. | | ||
+ | ^ Refresh | Refresh all citations and the bibliography, | ||
+ | ^ Unlink Citations | Unlink Zotero citations in the document by removing the field codes. This prevents any further automatic updates of the citations and bibliographies.\\ Note that removing field codes is **irreversible** and should usually only be done in a final copy of your document. | | ||
+ | |||
+ | =====Authentication===== | ||
+ | |||
+ | Interacting with the Zotero functionality for the first time in a document will prompt you to authenticate the plugin with your Google account. Once authenticated you can begin inserting | ||
+ | |||
+ | =====Citing===== | ||
+ | |||
+ | You can begin citing with Zotero by clicking the " | ||
+ | |||
+ | The citation dialog is used to select items from your Zotero library, and create a citation. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Start typing part of a title, the last names of one or more authors, and/or a year in the dialog box. Matching items will instantly appear below the dialog box. | ||
+ | |||
+ | Matching items will be shown for each library in your Zotero database (My Library and any groups you are part of). Items you have already cited in the document will be shown at the top of the list under "Cited" | ||
+ | |||
+ | Select an item by clicking on it or by pressing Enter/ | ||
+ | |||
+ | In the Add Citation dialog box, you can click on the bubble for a cited item, then click "Open in My Library (or the Group Library' | ||
+ | |||
+ | |||
+ | =====Bibliography===== | ||
+ | |||
+ | Clicking the “Add/Edit Bibliography” menu option inserts a bibliography at the cursor location. | ||
+ | |||
+ | You can edit which items appear in the bibliography by clicking the “Add/Edit Bibliography” button again, which will open the bibliography editor. See [[# | ||
+ | |||
+ | =====Collaboration====== | ||
+ | |||
+ | Google Docs is designed | ||
+ | |||
+ | However, if you plan a big collaborative writing project we recommend using a group library, which will allow all collaborator to change cited item metadata | ||
+ | =====Document Preferences===== | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The " | ||
+ | |||
+ | - The [[styles|citation style]]. | ||
+ | - The language to use to format citations | ||
+ | - For styles that abbreviate journal titles (e.g., " | ||
+ | * If this option is selected (the default), the contents of the " | ||
+ | - Whether Zotero should automatically update citations for disambiguations, | ||
+ | |||
+ | < | ||
+ | |||
+ | =====Saving for Publication===== | ||
+ | |||
+ | When you're ready to submit your document, use File → "Make a copy…" | ||
+ | |||
+ | =====Customizing Cites===== | ||
+ | |||
+ | Cites can be customized in various ways. To start, click the shaded cite in the Add Citation box to open the cite options window. | ||
+ | |||
+ | ==Page and Other Locators== | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In some cases you want to cite a certain part of an item, e.g. a certain page, page range or volume. This additional cite-specific information (e.g. "pp. 4-7" in the cite "Doe et al. 2001, p. 4-7") is called the " | ||
+ | |||
+ | The cite options windows has a drop-down list of the different locator types (" | ||
+ | |||
+ | ==Prefix and Suffix== | ||
+ | |||
+ | The " | ||
+ | |||
+ | Any text in the prefix and suffix fields can be formatted with the HTML tags <i> (for italics), <b> (bold), <sub> (subscript), | ||
+ | |||
+ | Prefixes and suffixes can be applied to each item in a citation to create complex citations. For example: "(see Smith 1776 for the classic example; Marx 1867 presents and alternate view)" | ||
+ | |||
+ | ==Suppress Authors: Using Authors in the Text== | ||
+ | |||
+ | With author-date styles, authors are often moved into the text and omitted from the following parentheses-enclosed citation, e.g.: " | ||
+ | |||
+ | ===Citations with Multiple Cited Items=== | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | To create a citation containing multiple cites (e.g., "[2, | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Some citation styles require that items within one in-text citations are ordered either alphabetically (e.g., "(Doe 2000, Grey 1994, Smith 2008)" | ||
+ | * To disable automatic sorting of the cites in the citation, drag the citations to rearrange them in the Add Citation box. You can also click the " | ||
+ | |||
+ | ===Switching to the " | ||
+ | |||
+ | You can switch to the [[/ | ||
+ | |||
+ | =====Editing the Bibliography=== | ||
+ | |||
+ | After you've inserted the bibliography using the “Add/Edit Bibliography” ({{: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In this window, you can add uncited sources to your bibliography (e.g., items included in a review but not cited in the paper) or remove items that are cited in text but which should not be included in the bibliography (e.g., personal communications). | ||
+ | |||
+ | While it is also possible to edit the text or formatting of bibliography references in this window, doing so is discouraged. References edited here will not be automatically updated by Zotero if you change the data in your library. | ||
+ | |||
+ | If you need to edit items in your bibliography, | ||
+ | |||
+ | This process can be used for a variety of minor modifications to the bibliography, | ||
+ | * Adding asterisks * before references included in a review or meta-analysis | ||
+ | * Setting the names of particular authors in bold, italics, or all caps | ||
+ | * Adding annotations or comments about an item | ||
+ | * Adding headings for bibliography subsections (e.g., primary versus secondary sources) | ||
+ | |||
+ | **Note:** General corrections to style formatting should be made in the [[styles|CSL citation style]], not in this window. Corrections to item data should be made in your Zotero library. | ||
+ | |||
+ | =====Keyboard Commands===== | ||
+ | |||
+ | The Zotero Google Docs plugin can be used with just the keyboard for improved accessibility and faster use. | ||
+ | |||
+ | * In the Citation dialog | ||
+ | * Use the up and down arrow keys to move between search results. Press Enter to select an item. | ||
+ | * Type " | ||
+ | * Type " | ||
+ | * Press Ctrl/ | ||
+ | |||
+ | =====Limitations===== | ||
+ | |||
+ | While we've tried to create the same experience available in Word and LibreOffice, | ||
+ | |||
+ | * Citation inserts and edits slow down significantly as the number of citations increases. With 100+ citations, a single citation update can take up to 10 seconds, so for longer documents you' | ||
+ | * It's not possible to copy active Zotero citations between documents and keep them functional. Copying citations within a document should work without problems. | ||
+ | * When working collaboratively on a document, you and your coauthors should avoid inserting or editing citations at the same time. The Zotero Connector has mechanisms in place to prevent document and citation corruption from concurrent citation editing, but due to technical limitations they do not provide perfect safety. | ||
+ | * Google Docs provides limited facilities for text formatting. Styles that use small caps fonts will not use a true small caps formatting style in Google Docs and will instead fall back to the " | ||
+ | * If a coauthor doesn' | ||
+ | * It's not currently possible to transfer active citations between Google Docs and Word or LibreOffice, | ||
+ | |||
+ | =====Troubleshooting===== | ||
+ | If you have any trouble citing in Google Docs, let us know in the [[https:// | ||
- | As a more convenient and reliable alternative to the built-in RTF Scan feature, the [[http:// |