IMPORTANT NOTE: This book was completed in 2019, when Zotero was in Release 5. While many of its applications to research remain valuable, Zotero 7’s user interface is substantially altered and some plugins have been discontinued. This book is now priced for the application portions that remain useful. If you want a quick-start introduction to Zotero 7, please see my 2024 book A Quick Guide to Zotero 7: Knowledge Management in Genealogy, History, and Other Fields.
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Zotero offers genealogists a powerful and versatile citation manager, an endless file cabinet, go-anywhere access to research, a flexible organizational structure, and the ability to file one thing in many places. Developed by George Mason University and used by scholars worldwide, this robust product serves research in phenomenal ways. Best of all, for all its value, Zotero is free to download.
An avid Zotero user since graduate school, author Donna Cox Baker proves it to be the perfect complement to genealogical research. Not only does it eliminate file cabinets, binders, and stacks of unfiled papers, it brings your voluminous research anywhere you have Internet access. Zotero for Genealogy teaches Zotero from installation to advanced add-ons, using exercises and illustrations to enhance the learning experience. Baker teaches readers how to get the most out of Zotero and shares the various methods she has developed to maximize its value to genealogy.
What Zotero can do for a genealogist
◆ Eliminate paper and physical filing, replacing every file cabinet, box, and paper stack you used to think you had to have.
◆ Eliminate thousands of keystrokes as Zotero creates citations for you with the click of a button.
◆ Access your citations and notes virtually anywhere you have Wi-Fi and a computing device.
◆ Extract the comments you have made and the passages you have highlighted in a PDF, drawing them into Zotero without retyping.
◆ Find anything you have stored, with lightning-fast smart searching—even things you stored away years ago and remember only vaguely if at all.
◆ Replace the standard genealogy research log with something much better and more powerful.
◆ Build a smart to-do list that eliminates repetitive data entry and is there whenever you need it.
PRAISE FOR ZOTERO FOR GENEALOGY
“I’m really enjoying using Zotero, and it’s a great fit for what I do, which involves a lot of essay- and book-length biographical and historical narrative. Figuring out the hacks for the more complex EE-level citations is cumbersome, but once I have a template I’m good to go. I wanted to say again that your book, Zotero for Genealogy, and its accompanying exercises were invaluable learning tools for me. I was able to begin using Zotero confidently and correctly right after completing them. Thank you!”
—-Margaret Hodges, PLCGS, Portsmouth, New Hampshire
“I’ve tried most of the organizing software for researchers and I must say after only a few hours of playing around with Zotero and Zotero for Genealogy I am already quite impressed. I’m starting 2 new projects this morning and I see almost a beautifully seamless transition to collecting evidence this way. ‘Z for G’ even addresses our need to create the perfect EE citation.”
—-M. Kathryn Kelly, Genealogist, Beach Swans Genealogy (http://www.mkathrynkelly.com/)
See Table of Contents below.
Hear an interview with author Donna Cox Baker about the ways Zotero serves genealogy: Interview on The Genealogy Happy Hour.
Donna Cox Baker has a Ph.D. in history, teaches and writes about genealogy and history, and owns the Golden Channel Publishing, home of Genohistory.com. She is author of Views of the Future State: Afterlife Beliefs in the Deep South, 1820–1865 and The Zotero Solution: Knowledge Management for the Scholarly Researcher.
Paperback
159 pp. / 118 B&W images
978-0-9996899-1-2
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Please visit our Zotero for Genealogy discussion forum.
TABLE OF CONTENTS
Acknowledgments
Preface
1: Introduction to Zotero for genealogy
What is Zotero?
How does Zotero serve genealogists?
How should I use this book?
PART I: ZOTERO GENERAL OVERVIEW
2: Getting started with Zotero
Installing Zotero
The Zotero workspace
Choosing your preferences
Setting up your free Zotero account
Retrieving sample data for Zotero for Genealogy
Getting help
Summary
3: Documenting your research
Choosing your citation style
Viewing the Research List
Creating a research citation
Quick data entry options
Adding notes
Deleting and restoring research items
Adjusting panes and font sizes
Creating tags
Identifying related records
Summary
4: Organizing research collections
Using Zotero collections
Research records inside collection folders
Moving subcollections
Deleting collections and subcollections
Summary
5: Managing your attachments
Before you start attaching
Creating file attachments
Restoring broken attachment links
Summary
6: Searching, sorting and finding your research
Basic sorting
Choosing and controlling columns
Basic searching
Advanced searching
Tags
Summary
PART II: ZOTERO ADD-ONS
7: Zotero Connectors & instant data entry
Installing Zotero Connector
Using the Zotero Connector
Summary
8: ZotFile & advanced PDF management
Installing ZotFile
Creating a ZotFile reading stack
Extracting annotations from PDFs
Summary
9: Word processing & painless citations
Installing the word processing add-on
Zotero tools in your word processor
Creating citations in your document
Adding multiple Zotero citations
Editing a citation
Creating a bibliography
Summary
PART III: APPLYING ZOTERO TO GENEALOGY
10: Organizing your filing system
The main thing: one system for all
My very simple filing system
Summary
11: One source record or many: a choice
A source record with many notes
A case study
Testing your bibliographic data—style preview
Summary
12: Working with Evidence Explained
Evidence Explained and the mission of citations
Zotero and EE in cooperation
Maximizing EE-to-Zotero conversions
Using what Zotero offers
Working around the challenges
Handling derivatives
Summary
13: Research logs & to-do lists
Research logs
To-do lists
Summary
14: More of Zotero for genealogy
Zotero on the road
Edit in a separate window
Collaborating and sharing
Other bibliographic software—imports and exports
Wrapping up
Index
About the Author
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