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--- kb:importing_formatted_bibliographies [2017/11/12 19:53] – external edit 127.0.0.1
+++ kb:importing_formatted_bibliographies [2023/03/23 22:35] – [Citations inserted using Microsoft Word's built-in citation feature] dstillman
@@ Line 1: / Line 1: @@
-<html><p id="zotero-5-update-warning" style="color: red; font-weight: bold">We’re
+===== I have bibliographies in Microsoft Word documents, PDFs, and other text files. Can I import them into my Zotero library? =====
-in the process of updating the documentation for
-<a href="https://www.zotero.org/blog/zotero-5-0">Zotero 5.0</a>. Some documentation
-may be outdated in the meantime. Thanks for your understanding.</p></html>
+==== Citations inserted using a reference manager ====
-===I have bibliographies in Microsoft Word documents, PDFs, and other text files. Can I import them into my Zotero library?===
+Zotero can read existing citations created by the Zotero and Mendeley Desktop word processor plugins, allowing you to continue using those citations in the same document even if the items don't exist in your Zotero library. Simply click Add/Edit Citation, search for an existing citation, and select it from the Cited section of the search results. (This applies to the default citation dialog only, not the "classic" dialog.)
-For Microsoft Word ".docx" documents with Zotero or Mendeley citation fields that were inserted with the Word plugins from these reference managers, you can use [[http://rintze.zelle.me/ref-extractor/|Reference Extractor]].
+If a document contains Zotero or Mendeley Desktop citations not in your library and you need to make changes to the metadata or include them in other documents, you'll need to extract the citations into your library. For Word .docx documents, you can use [[https://rintze.zelle.me/ref-extractor/|Reference Extractor]]. Note that to continue using the same document, you'll want to replace all instances of the original citation with the new item from your library, being sure to select from the library section of the citation dialog's search results rather than the Cited section.
-If you still have the references in a reference manager, you can export them from this program to a file format for exchanging bibliographic metadata, such as RIS or BibTeX, and then [[getting_stuff_into_your_library:#Importing_Records_from_Other_Reference_Tools|import this file]] into Zotero.
+If you still have the references in a reference manager, you can export them from that program in a format such as RIS or BibTeX and then [[adding_items_to_zotero:#Importing_Records_from_Other_Reference_Tools|import that file]] into Zotero. You'll need to replace all existing citations in any document for which you want Zotero to generate a correct bibliography.
-If the references have ISBNs, DOIs, or PubMed IDs, you can also use the [[:getting_stuff_into_your_library#add_item_by_identifier|Add Item by Identifier]] function in Zotero to quickly add these items to your Zotero library.
+==== Citations inserted using Microsoft Word’s built-in citation feature ====
-For cases where you only have access to the plain-text citations and bibliography, you can use third party tools to extract bibliographic data from the formatted bibliographies. Perhaps the best and easiest option is [[http://anystyle.io|AnyStyle]], an online bibliography parser that can be trained for improved results. Alternative options include:
+If you used Word's built-in citation feature, you can follow these steps to format the bibliography as BibTeX, which Zotero can import:
+  - Download this [[https://gist.githubusercontent.com/JaimeChavarriaga/40166befb14f2fe5dac390688d9eaf03/raw/faf4aa3f72e553095f81f1440c3dce744c2755a2/bibtex.xsl|Word bibliography stylesheet]].
+  - Save the stylesheet to Word's bibliography styles folder:
+    * //Word 2016/2019/Office 365 for Windows:// <code>C:\Users\<currentusername>\AppData\Roaming\Microsoft\Bibliography\Style</code>
+    * //Word 2010 for Windows:// <code>C:\Program Files\Microsoft Office\<Office version>\Bibliography\Style</code> or <code>C:\Program Files (x86)\Microsoft Office\<Office version>\Bibliography\Style</code>
+    * //Mac:// Go to the Applications folder. Right-click on Microsoft Word and choose "Show Package Contents". Navigate to: <code>Content/Resources/Style</code>
+  - In Word, change your bibliography style to "BibTeX export" and copy the bibliography to the clipboard.
+  - Use Zotero's [[kb:import_from_clipboard|Import from Clipboard]] function.
-  - [[http://www.molspaces.com/d_cb2bib-overview.php|cb2Bib]] is a tool that will take formatted references copied to the clipboard and attempt to parse the individual bibliography fields into the BibTeX format, which you can then import into Zotero. See the [[http://forums.zotero.org/search/?PostBackAction=Search&Keywords=cb2bib&Type=Comments&btnSubmit=Search|related forum threads]] for discussion of the difficulty of the problem as well as some success stories with cb2Bib.
+To continue using the same document, you'll want to replace all instances of the original citations so that Zotero can generate a correct bibliography.
-  - [[http://text2bib.economics.utoronto.ca/|text2bib]] Web-based service by the economics department at the University of Toronto similar to cb2bib. Converts references to BibTeX, which Zotero can import. Users report good results.
-  - [[http://freecite.library.brown.edu/welcome|FreeCite]] is an open-source tool hosted by Brown University that converts formatted bibliographies to an XML representation of ContextObjects. Detected citations can be imported to Zotero by simply clicking the capture icon in the address bar.
+==== Plain-text citations and bibliographies ====
-  - [[http://www.crossref.org/SimpleTextQuery/|Simple Text Query]], a tool by CrossRef, tries to find the Digital Object Identifiers (DOIs) of the journal articles, books or chapters cited in a bibliography. The work flow here would be to paste the bibliography in the text box on this website, check out the resulting DOIs to see if the references have been correctly identified and then import these references from the publisher's websites into Zotero.
-  - [[http://www.wizfolio.com/|Wizfolio]], an online reference management service. It works similar to cb2Bib and Simple Text Query tool from CrossRef, in that it tries to parse the bibliographic fields and searches for Digital Object Identifiers (DOIs). The workflow would be: Via [[http://help.wizfolio.com/Contents/AddMenu.aspx?clipboard=1/|Wizfolio's Import from Clipboard]], it is possible to copy citations from an article, create a categorised reference list (looked up e.g. in Pubmed), export the list and import this list into Zotero. It's not perfect (e.g.: worked for 1/3 of the references on a set of citations without titles). However, it combines multi-citation import with database lookup of the bibliographic fields. The free signup has a limit of 50 citations per month. When using the clipboard function in Wizfolio, the references have to be split by a blank line. See also this [[http://forums.zotero.org/discussion/5053/autoimport-of-references-from-an-article/|related forum thread]].
+If the references have ISBNs, DOIs, or PubMed IDs, you can use the [[:adding_items_to_zotero#add_item_by_identifier|Add Item by Identifier]] function in Zotero to quickly add these items to your Zotero library.
+If you have many references, you can use [[http://anystyle.io|AnyStyle]], an online bibliography parser written by a Zotero developer. Export parsed citations as BibTeX or CSL-JSON and import them into Zotero.
 Otherwise, your best option is to find the items online in a repository that Zotero supports, or, as a last resort, manually enter the references.
-{{tag>kb entry}}
+In all cases, you'll need to replace all existing citations in any document for which you want Zotero to generate a correct bibliography.
+{{tag>kb entry}}