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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In Zotero software, researchers find a powerful and versatile research manager, a trouble-free citation tool, go-anywhere access to research, a framing structure for writing, and the ability to collaborate with other researchers. Developed originally by George Mason University, owned by the Corporation for Digital Scholarship, and used by scholars worldwide, this robust product is a must-have companion for seasoned scholars, writers, and students—anyone with a research project.
An avid Zotero user since graduate school, author Donna Cox Baker demonstrates Zotero’s ease and power for research and information gathering of many kinds. Not only does it eliminate file cabinets, binders, and stacks of unfiled papers, it brings your voluminous research anywhere you have Internet access. The Zotero Solution 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 with rapid setup.
What Zotero does for scholarly researchers:
- Eliminates paper and physical filing, replacing every notecard, file cabinet, notebook, binder, box, and paper stack that could weigh you down.
- Eliminates thousands of keystrokes as Zotero gathers reference records for citations with the click of a button.
- Creates your citations and bibliographies for you in Microsoft Word, LibreDocs, or Google Docs with dynamic connections to your Zotero data.
- Accesses your citations and notes virtually anywhere you have Wi-Fi and a computing device.
- Extracts the comments you have made and the passages you have highlighted in a text-editable PDF, drawing them into Zotero without retyping.
- Finds anything you have stored, with lightning-fast smart searching—even things you stored years ago and remember only vaguely if at all.
- Allows you to plan your research and keep up with what you have done and what you intend to do.
- Builds a smart research to-do list that eliminates repetitive data entry and is there whenever you need it.
- Allows a group of scholars to collaborate on research.
- Facilitates the reuse of research for multiple projects without duplicating effort or records.
See Table of Contents below.
Donna Cox Baker has a Ph.D. in history. She spent her first career in computer communications and her second in historical publishing. She is author of Views of the Future State: Afterlife Beliefs in the Deep South, 1820–1865 and Zotero for Genealogy: Harnessing the Power of Your Research, and coeditor of Alabama from Territory to Statehood: An Alabama Heritage Bicentennial Collection.
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192 pp. / 149 B&W images
978-0-9996899-3-6
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Acknowledgments
Preface
1: Introduction
What is Zotero?
How does Zotero serve scholars?
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
Zotero’s data storage
Zotero security
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
Identifying related records
Merging duplicate items
Summary
4: Organizing Research Collections
Using Zotero Collections
Research records inside collection folders
Moving and copying subcollections
Deleting collections and subcollections
Summary
5: Managing Your Attachments
Before you start attaching
Creating file attachments
Dragging and dropping attachments
Restoring broken attachment links
Freestanding files
Summary
6: Searching, sorting and finding your research
Basic sorting
Choosing and controlling columns
Basic searching
Advanced searching
Tags
Searching and replacing within a note
Locate menu—lookup engines
Summary
7: Importing, Exporting and Reporting
Importing and exporting from other reference management tools
Creating reports
Summary
PART II: ZOTERO ADD-ONS
8: Zotero Connectors & Instant Data Entry
Installing Zotero connector
Using the Zotero connector
Summary
9: ZotFile & Advanced PDF Management
Installing ZotFile
Creating a ZotFile reading stack
Extracting annotations from PDFs
Summary
10: 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
Subsequent Mentions
Editing a citation
Creating a bibliography
Summary
PART III: APPLYING ZOTERO IN YOUR ENVIRONMENT
11: Organizing Your Filing System
The main thing: one system for all
Designing your filing system
Two-pronged research filing
Getting specific with your topical research
More on the Breadcrumb Trail
Creating a separate Zotero profile
Summary
12: One Source Record or Many: A Choice
A source record with many notes
A case study
Testing your bibliographic data—style preview
Summary
13: Research Planning
Logging your research
Research-related to-do lists
Summary
14: Zotero Online & on the Road
Collaborating and sharing
Zotero on tablets and smartphones
Zotero on the road
Summary
15: More Zotero Topics
Edit in a separate window
ZoteroBib
Retraction Watch
RSS Feeds
Summary
16: Conclusion
Index
About the Author
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