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#How to set up zotero for chrome install
#How to set up zotero for chrome update
#How to set up zotero for chrome code

Title, Year, Creator – matches against just these three fields.

By clicking the small arrow on the left of the search bar, you can choose to search either: Probably the simplest way to find an item in your library is to enter terms in the search bar. You can also copy all of an items tags to another item by right clicking on the item, selecting ‘Zutilo,’ then selecting copy or paste tags.įirst I want sentence case, then I want species names such as ‘ Halyomorpha halys‘ to be italicised. Once tags are added to items, you can drag and drop groups of items onto a tag in the left hand panel. Tags can be added on the tag tab in the right hand panel. Another group of tags are types of pest management – is this paper talking about pesticides, trapping, biological control, etc. For example, one group of tags are species – what species does this paper relate to? It could be one or several.

Content tags: These tell me about the content of the paper and are split into 5 groups relevant for my PhD topic.

I assign a colour to these tags so I can see this information when scrolling through my Zotero library.

Status tags: These tell me important things about the reference, for example ‘to read’, if it is something important I need to cite, if it is not in English, or if it is an advance copy without a DOI, volume number, or pagination.

I have two different types of tags I use:

Make sure the URL field is correct and does not contain a proxy in the address (see tips below for more proxy stuff).

To avoid this choose a preferred format and change all incoming citations to this format. Saunders would all be considered different authors by Zotero which can be annoying in some cases. So Thomas Edward Saunders, T Saunders and T. This helps with ‘ given name disambiguation‘ which is the idea that reference managers need to differentiate between different authors.

Check authors conform to a preferred format.

This is simple – just place at the start of the name, and just after the name.

#How to set up zotero for chrome code

Add HTML code to ensure species names are italicised when printed in the bibliography.This ensures any in-text or bibliographic styles which require title case will be accurately implemented, as its impossible for Zotero to reliably do it the other way round. Then capitalise any words after colons and any proper nouns. Right click the title field and change the text to sentence case.I like to make a few quick tweaks to items when I add them: Here I’m adding a DOI to the ‘magic wand’ box – Zotero will add the citation, and because this paper is open access, it will automatically add the final full-text. You can change the collection on the fly with the dropdown menu. Simply click the Zotero icon in the browser and the item will be saved. Whether I’m searching a database or checking Google Scholar alerts, I usually end up on the publisher page if the abstract seems relevant. The most common way I add items to Zotero is from the publisher page. You may also be interested in the Zotero DOI Manager which can automatically validate, clean, and swap original long DOIs for official shortened versions. I recommend Zutilo to help with tagging your collections.

#How to set up zotero for chrome install

Now you can install other addons for Zotero if desired.

#How to set up zotero for chrome update

If you haven’t done so already, I recommended skimming the documentation to get up to speed with how Zotero works.įirst up, install Zotero and Zotfile as outlined in my post on using Zotero with cloud storage providers (please note the update in that post – I no longer use Zotfile to move pdfs outside the default /Zotero/Storage directory, I just use it to rename files). In this guide I outline the way I set up and use Zotero for my PhD work. Zotero is my preferred option, because it is free, open source, actively developed, and solves many of the problems I’ve encountered during my work. Students, researchers, and volunteers who work with references should all be using one. A good reference manager will save you countless hours of tedium and frustration.