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google_docs [2018/12/01 14:54] – [Using Zotero with Google Docs] dstillman | google_docs [2024/04/02 00:03] (current) – [Menu doesn't appear] dstillman | ||
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Zotero' | Zotero' | ||
- | You can quickly search for items in your Zotero library, add page numbers and other details, and insert citations. When you're done, a single click inserts a formatted bibliography based on the citations in your document. Zotero supports complex style requirements such as //Ibid.// and name disambiguation, | + | You can quickly search for items in your Zotero library, add page numbers and other details, and insert citations. When you're done, a single click inserts a formatted bibliography based on the citations in your document. Zotero supports complex style requirements such as //Ibid.// and name disambiguation, |
- | Google Docs support is part of the Zotero Connector for Chrome | + | Google Docs support is provided by the [[/ |
Using another word processor? Zotero also integrates with [[word_processor_plugin_usage|Word]] and [[libreoffice_writer_plugin_usage|LibreOffice]]. | Using another word processor? Zotero also integrates with [[word_processor_plugin_usage|Word]] and [[libreoffice_writer_plugin_usage|LibreOffice]]. | ||
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=====Authentication===== | =====Authentication===== | ||
- | Interacting with the Zotero functionality for the first time in a document will prompt you to authenticate the plugin with your Google account. | + | 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, | ||
=====Citing===== | =====Citing===== | ||
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Google Docs is designed to let you collaborate on documents, and Zotero’s integration is no different. You and your coauthors can all insert and edit citations in a shared document, and you don't even need to be in a Zotero group. If you're planning a large collaborative project, though, we recommend using a group library, which not only makes it easy to collect and manage materials but will also allow all collaborators to change cited item metadata (authors, title, date of publication, | Google Docs is designed to let you collaborate on documents, and Zotero’s integration is no different. You and your coauthors can all insert and edit citations in a shared document, and you don't even need to be in a Zotero group. If you're planning a large collaborative project, though, we recommend using a group library, which not only makes it easy to collect and manage materials but will also allow all collaborators to change cited item metadata (authors, title, date of publication, | ||
- | When working collaboratively on a document, you and your coauthors should avoid inserting or editing citations | + | We recommend that anyone making changes to the document |
- | It's not necessary for everyone | + | When working collaboratively on a document, you and your coauthors should avoid inserting or editing |
=====Document Preferences===== | =====Document Preferences===== | ||
- | {{ :word_integration: | + | {{ :gdocs_document_preferences.png? |
The " | The " | ||
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=====Customizing Cites===== | =====Customizing Cites===== | ||
- | Cites can be customized in various ways. To start, click the shaded cite in the Add Citation | + | Citations |
+ | |||
+ | If a citation is simply incorrect or missing data, start by making sure that the item metadata in Zotero is correct and complete, and then click Refresh | ||
+ | |||
+ | Other customizations can be made via the citation dialog. Click an existing citation in your document and click Add/Edit Citation | ||
==Page and Other Locators== | ==Page and Other Locators== | ||
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The cite options windows has a drop-down list of the different locator types (" | The cite options windows has a drop-down list of the different locator types (" | ||
+ | |||
+ | You can also add page numbers from the keyboard as you insert citations. Search for an item, press Enter once to add to the citing dialog, and then, before pressing Enter again to insert it into the document, simply type " | ||
==Prefix and Suffix== | ==Prefix and Suffix== | ||
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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)" | 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 | + | ==Omitting |
- | With author-date styles, authors are often moved into the text and omitted from the following parentheses-enclosed citation, e.g.: " | + | 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=== | ===Citations with Multiple Cited Items=== | ||
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You can use keyboard shortcuts for improved accessibility and faster citing. | You can use keyboard shortcuts for improved accessibility and faster citing. | ||
- | * Press Ctrl-Command-C (Mac) or Ctrl-Alt-C (Windows/ | + | * Press Ctrl-Command-C (Mac) or Ctrl-Alt-C (Windows/ |
* In the citation dialog | * In the citation dialog | ||
* Use the up and down arrow keys to move between search results. Press Enter to select an item. | * Use the up and down arrow keys to move between search results. Press Enter to select an item. | ||
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While we've tried to create the same experience available in Word and LibreOffice, | While we've tried to create the same experience available in Word and LibreOffice, | ||
+ | * As noted [[# | ||
+ | * Dragging citations within the document will cause the citations to become unlinked. Cutting and pasting is fine as long as the Zotero Connector is installed. | ||
+ | * If someone views the document without having the Zotero Connector installed, or if you download the document instead of first making a copy and unlinking citations, active citations in the document will show up as links leading to URLs such as https:// | ||
* 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'll want to disable automatic citation updates in the Zotero document preferences. | * 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'll want to disable automatic citation updates in the Zotero document preferences. | ||
- | * It's not possible to copy active Zotero citations between documents and keep them functional. Copying citations within a document should work without problems. | ||
* 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 " | * 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 someone views the document without having the Zotero Connector installed, or if you download the document instead of first making a copy and unlinking citations, active citations in the document will show up as links leading to URLs such as https:// | ||
- | * It's not currently possible to transfer active citations between Google Docs and Word or LibreOffice, | ||
- | |||
=====Troubleshooting===== | =====Troubleshooting===== | ||
- | If you have any trouble | + | ==== Menu doesn' |
+ | |||
+ | If nothing appears when you click the Zotero menu, or you see a thin gray line, try restarting Zotero and your browser. | ||
+ | |||
+ | If that doesn' | ||
+ | |||
+ | In some browsers, you may need to give the Zotero Connector permission to run. While Google Docs support only requires access to '' | ||
+ | |||
+ | If it's still not working, try in a new browser profile (e.g., a new Chrome profile) or in a different browser. | ||
+ | |||
+ | ==== Citation dialog doesn' | ||
+ | |||
+ | If you can open the Zotero menu but the citation dialog doesn' | ||
+ | |||
+ | ==== Unlinked Citations ==== | ||
+ | |||
+ | See [[kb: | ||
+ | Why isn’t Zotero detecting my existing Google Docs citations? | ||
+ | |||
+ | ==== “The Google account you selected does not have permission to edit this document” ==== | ||
+ | |||
+ | You likely selected the wrong Google account. See [[# | ||
+ | |||
+ | ==== Other problems ==== | ||
+ | |||
+ | If you encounter other problems | ||
- | You should always troubleshoot with a copy of the original document, using File → "Make a copy…" | + | You should always troubleshoot |