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| word_processor_plugin_usage_classic [2017/11/12 19:53] – external edit 127.0.0.1 | word_processor_plugin_usage_classic [2017/12/01 12:00] (current) – bwiernik |
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| <html><p id="zotero-5-update-warning" style="color: red; font-weight: bold">We’re | ====== Using The Zotero Word Plugin ====== |
| in the process of updating the documentation for | **Note:** The instructions below refer to the "classic" (original) Add Citation interface for Zotero's word processor plugins. In current versions of Zotero, a newer interface that is faster, more flexible, and easier to use is enabled by default. The newer interface is also currently receiving development for new features and improved performance. In general, using the newer (default) interface is recommended. Instructions for the default interface are available for [[word_processor_plugin_usage|Word]] and [[libreoffice_writer_plugin_usage|LibreOffice]]. |
| <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| may be outdated in the meantime.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> | |
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| | **Browsing:** The one feature of the Classic citation interface that is not yet implemented in the default interface is the ability to browse through the list of items and collections in one's libraries. If you need to browse for an item, you can access the Classic citation interface from the default interface by clicking on the "Z" icon on the left size of the Add Citation box and choosing "Classic View". |
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| ====== Using The Zotero Word Plugin ====== | ===== Using the Classic View Citation Window ===== |
| **Note:** The instructions below refer to the "classic" (original) word processor plugin. The plugin has since been updated with a new interface (classic version can still be used). Instructions for the new version are available [[word_processor_plugin_usage|here]]. | |
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| **Note:** Although the following instructions have been written for the Zotero plugin for Microsoft Word, usage of the LibreOffice/OpenOffice/NeoOffice plugin is very similar. | |
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| ====== The Plugin Layout ====== | The Classic View citation window is divided into divided into two panes. The left pane lists the libraries and collections in your Zotero database. The right pane lists the items in the currently selected library/collection. You can browse, search, and sort in the Classic View citation dialog in the same way as in the main Zotero app. Select the item you want to cite and click "OK" or type Enter/Return to insert the citation. |
| After [[/support/word_processor_plugin_installation_for_zotero_2.1|installation]] of the plugin you should see this row of icons ({{word_integration/word_plug-in_2-1.png?150&nocache&nolink}}) in your Microsoft Word toolbar (or [[kb/no_toolbar_in_word_2008_plugin|these items]] in your script menu, for Word for Mac 2008 and 2010 users). These seven buttons allow you to manage references in your Microsoft Word documents. From left to right they allow you to insert citations, edit citations, insert bibliography, edit bibliography, set document preferences, and remove field codes. | |
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| If you do not see the plugin in your word processor check the [[/support/word_processor_plugin_troubleshooting|troubleshooting]] instruction. | {{ :classic_addcitation.png?nolink&800 |}} |
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| ====== Inserting and Editing Citations ====== | === Customizing Cites === |
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| When you would like to cite something from your collection click the first button, "Zotero Insert Citation" ({{word_integration/zotero_insert_citation.gif?nocache&nolink}}). If this is the first citation you have added to the document the [[/support/word_processor_plugin_usage_classic#document_preferences |Document Preferences]] window will open. Chose the bibliographic format you would like to use from the list and click OK. | At the bottom of the Classic View citation window are options to customize the appearance of citations. |
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| Once you have chosen a format, the “Add Citation” window will pop up. Sort through your collection in this window and select the item you would like to cite. You can add the specific page number in the text box at the bottom of the window. You can return to this window at a later time by placing your cursor into the citation and clicking the edit citation button ({{word_integration/edit_citation.gif?nocache&nolink}}). | {{ :classic_customizing_cites.png?nolink&500 |}} |
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| {{word_integration/add_citation.gif?nocache&nolink}} | \\ |
| | == Pages and Other Locators == |
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| ====Entering Page and Other Locators==== | {{classic_locators.png?nocache&nolink&115 }} |
| To add a page number to a citation, as in (Schumpeter 1962, 32), put the page number in the locator field on the bottom right of the add citation window: {{ :word_integration:zotero_word_plugin_pages.png?160&nocache&nolink}} | |
| \\ Of course you can also enter page ranges (32-35 or 32f.).\\ \\ | |
| {{ :zotero_word_locator_selection.png?75&nocache&nolink}} You can add other locators, such as chapter, paragraph, verse etc. by selecting the appropriate locator from the dropdown menu. Zotero will add the appropriate label in the citation, e.g. (Schumpeter 1962, ch. 1). Locator labels may not be supported in all citation styles, please [[http://forums.zotero.org/11/|post to the Zotero forums]] if you encounter problems. | |
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| Citation styles that use "ibid." automatically recognize whether two subsequent citations to the same work cite the same page or locator (resulting in "ibid.") or a different page (resulting in "ibid., 32"). | To add a page number to a citation, as in "(Schumpeter, 1962, p. 32)", enter the page numbers in the locator field on the bottom right of the Classic View citation window add citation window. |
| ====Prefix and Suffix Field==== | |
| On occasion you may want to add free text to a citation, e.g. (see Smith 1776 for the classic example). {{ :word_integration:zotero_word_plugin_affixes.png?135&nocache&nolink}} | |
| The prefix and suffix fields in the add citation window allow you to create such citations as shown in the example to the right. | |
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| It is possible to format all or part of the prefix and suffix fields using html tags: <i> for italics, <b> for bold, <sup> for superscript. For instance, writing "<i>Cf</i>. the classic example" will be displayed as "//Cf//. the classic example". | You can add other locators, such as chapter, paragraph, verse, etc. by selecting the label from the dropdown menu. Zotero will add the appropriate label in the citation—e.g., "(Schumpeter, 1962, ch. 1)". To add a locator that is not available from the dropdown menu, use the Suffix field. |
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| | == Prefix and Suffix == |
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| ====Suppress Authors: Using Authors in the Text==== | The “Prefix” and “Suffix” fields in the lower-left corner of the Classic View citation window allow you to specify text to respectively precede and follow the automatically generated cite. For example, instead of “Tribe 1999”, you might want “cf. Tribe 1999, see also…”. |
| Especially in author-date styles, it is common to use authors in the text and omit them from the following parenthetical citations, e.g.: "...according to Smith (1776) the division of labor is crucial..." Checking the "suppress author" button on the bottom right you can create a citation like this. You will write the author's name ("Smith") as part of the regular text with your word processor and then insert the citation with "suppress author" checked to get the year in parentheses (1776). | |
| ====Using Multiple Sources in a Citation==== | |
| To include multiple sources in a citation, (e.g. [2,4,7] for numerical citations, (Smith 1776, Schumpeter 1962) for author-date citations, or multiple works in a single footnote for note-based citation styles) use the "Multiple Sources" boutton: {{:word_integration:zotero_word_plugin_multiple_source_button.png?90&nocache&nolink}}. Add an item to a citation by selecting it in the middle panel and clicking the arrow pointing towards the right and remove an item from a citation by selecting it in the right panel and clicking the arrow pointing towards the left. | |
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| {{:word_integration:zotero_word_plugin_multiple_sort.png?nocache&nolink}} | Any text in the prefix and suffix fields can be formatted with the HTML tags <i> (for italics), <b> (bold), <sub> (subscript), and <sup> (superscript). For example, typing ”<i>cf</i>. the classic example“ will be displayed as ”cf. the classic example“. |
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| ===Sorting Items in Multiple Sources=== | Modifying citations by entering text into the Prefix and Suffix fields is always preferable to directly typing in the citation fields in your document or using the "Show Editor" button (see below). Manual modifications will prevent Zotero from automatically updating the citation. |
| You can change the order in which items appear in a citation by selecting an item and using the up and down arrows. Some citation styles specify the order of items in a citation (e.g. chronologically, alphabetically). You can enforce that order by checking ths "Keep Sources Sorted" checkbox above the right hand panel. //The checkbox only appears for citation styles that specify a sort order for citations.// | |
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| ===Using Affixes in Multiple Source Citations=== | == Suppress Authors: Using Authors in the Text == |
| Prefixes and suffixes can be applied to each item of a multiple citation. This allows you to create a citation such as "(see Smith 1776 for the classic example; Marx 1867 presents and alternate view)": You include both items in a multiple citation, then select the Smith citation in the right hand panel and put "see" in the prefix field and "for the classic example" in the suffix field, then select the Marx citation in the right hand panel and put "presents the alternate view" in the suffix field. This way, even long and complicated footnotes can be created using only the suffix and prefix fields. | |
| ====The Show Editor Button==== | |
| If you would like to preview the citation click on the {{:word_integration:show_editor.gif?nocache&nolink|}} button. You will then see the edit citation box at the bottom of the add citation window. While it is possible to edit your citation here, note the warning displayed below: Once edited in the "show editor" field, a citation will no longer update to reflect changes in the Zotero database or the citation style. | |
| //Never use your word processor to edit citations.// Anything you type into (or delete from) a citation using Word will be automatically reverted the next time Zotero updates your document. In the worst case, especially when using Bookmarks, you may break the citation. | |
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| {{:word_integration:edit_citation.png?nocache&nolink|}} | With author-date styles, authors are often moved into the text and omitted from the following parentheses-enclosed citation. For example: ”…according to Smith (1776) the division of labor is crucial…“. To omit the authors from the cite, check the “Suppress Author” box (this will result in a cite like ”(1776)“ instead of ”(Smith, 1776)“) and write the author's name (“Smith”) as part of the regular text in your document. |
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| When you click “OK,” you should now see a properly formatted citation in your document. | === Using Multiple Sources in a Citation === |
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| | To include multiple sources in a citation, (e.g., [2,4,7] for numerical citations; (Smith 1776, Schumpeter 1962) for author-date citations; or multiple works in a single footnote for note-based citation styles) click the "Multiple Sources…" button. |
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| | {{ classic_multiple_sources.png?nocache&nolink700 }} |
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| ===== Inserting and Editing the Bibliography ==== | In the multiple sources view, add an item to a citation by selecting it in the middle pane and clicking the arrow pointing toward the right-right hand pane. To remove an item from the citation, select it in the right-hand pane and click the arrow pointing left toward the center pane. |
| To generate a bibliography from all the items you have referenced, click the “Zotero Insert Bibliography” button ({{word_integration/zotero_insert_bib.gif?nocache&nolink}}). | |
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| The edit bibliography ({{word_integration/edit_bib.gif?nocache&nolink}}) button allows you to edit a bibliography you have already inserted into your documents. You can add items that you have not cited to the bibliography, or you can remove items that you have cited from the bibliography. You can revert these edits using the "Revert All" button on the bottom left. | == Sorting for Multiple Sources == |
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| =====Document Preferences ===== | Change the order items appear in a citation by selecting an item in the right-hand pane and clicking the up or down arrow. Some citation styles specify the order of items in a citation (e.g., chronologically, alphabetically). You can disable automatic sorting by moving items using the arrow buttons or by unchecking the "Keep Sources Sorted" box above the right-hand pane. //The checkbox only appears for citation styles that specify a sort order for citations.// To restore automatic sorting, re-check the "Keep Sources Sorted" box. |
| The Document Preferences Dialogue comes up when you insert the first citation in a document. You can return to the dialogue any time later by clicking the "Set Document Preferences Button" ({{:word_integration:zotero_set_doc_prefs.gif}}). | |
| At the top of the window you can select or change the citation style. Below that, you can chose between footnotes and endnotes. This option is only available for note-based styles such as Chicago Manual of Style (Note with Bibliograph). The Footnote/Endnote style as well as your preferences for Footnotes in non-note styles can be adjusted in your word processor. | |
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| At the bottom of the window you can chose the format Zotero uses to embed citations in your document. You can chose between "Field" and "Bookmarks" in Word and between "Reference Marks" and "Bookmarks" in OpenOffice type software. You will need to use Bookmarks if you plan to insert and edit citation in both Word and OpenOffice. //In all other cases it is strongly recommended to use the default, i.e. Fields or Reference Marks.// | == Prefix and Suffix for Multiple Sources == |
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| {{word_integration/doc_pref.gif?nocache&nolink}} | Prefixes and suffixes can be applied to each individual item in a multiple citation. This allows you to create complex citations. For example: ”(see Smith 1776 for the classic example; Marx 1867 presents and alternate view)“. |
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| ===== Other Plugin Buttons ===== | Modifying citations by entering text into the Prefix and Suffix fields is always preferable to directly typing in the citation fields in your document or using the "Show Editor" button (see below). Manual modifications will prevent Zotero from automatically updating the citation. |
| "Zotero Refresh" ({{word_integration/zotero_refresh.gif?nocache&nolink}}) updates your references to any changes in your Zotero collection. ({{word_integration/zotero_set_doc_prefs.gif?nocache&nolink}}) will open the Document Preferences window again, allowing you to change your bibliographic style on the fly.\\ | |
| Remove Zotero Fieldcodes ({{:word_integration:zotero_remove_field_codes.png?nocache&nolink&25}}) removes //all// connections between Zotero and the document. This may be useful right before sending the document to a publisher/journal. It is strongly recommended that you perform this on a copy of the document, in case you want to make Zotero edits later. | |
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| | === Show Editor Button === |
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| ====== Troubleshooting ====== | You can preview the citation by clicking on the "Show Editor" button. |
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| If you run into problems while trying to use the word processor plugins, make sure to check out the [[word processor plugin troubleshooting]] page. | While it is possible to edit the citation text here (including adding/deleting text or applying/removing bold, italics, or underlining), doing so is strongly discouraged. Modifying the text in the Show Editor field will prevent Zotero from automatically updating the citation and may also cause the items to not appear correctly in the Bibliography. |
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