• IT Skills for Students

    Using Zotero

    Zotero is an electronic manager for all of your academic references.

    One of the challenges of academic writing is keeping track of all your reference sources and creating bibliographies. Zotero helps this process by storing bibliographic information for you so you can refer back to it when you need it. It also helps by formatting your references into the style your tutor may require, e.g. APA.

    • Activity 1

      Introduction to Zotero

      Allow 60 minutes

      The tasks in this activity will get you started with Zotero.


      Task 1: An Overview

      Work through these resources to get an overview of Zotero, then have a go at the challenge.

      Link: Tour of Zotero videos - choose one or two of the videos to watch from the list provided

      Link: Zotero quick start guide

      If you are having trouble playing these videos, check out this course's 'Frequently Asked Questions' tab for more information.

      Challenge:

      • Reflect on the question: What potential do you see Zotero having for your study?
      • Refer to any of your course handbooks and/or assessment instructions. What referencing requirements are there?

      Task 2: Let's install Zotero

      Before installing Zotero work through the resources on this website, then have a go at the challenge.

      Link: Installation instructions

      Challenge:

      • Create a Zotero account
      • Decide on which option you will use
      • Download and install the version required (see below for another option)
      • Add a browser extension
      • Add a plugin for Word

      if you are not using your own device, your options may be limited. Try the following instead:

      • Create an account
      • Try installing a Bookmarklet instead of an extension
      • Check out the options available on the 'My Library' tab
    • Activity 2

      Becoming Productive With Zotero

      Allow 120 minutes

      This activity is where the fun begins. During the next tasks we will be adding content to your Zotero library for use in your written work.


      Task 1: Let's Start Collecting

      Work through the resources below and then have a go at the challenge.

      Link: Adding Items to your Zotero Library

      Link: Adding Files to your Zotero Library

      Link: Retrieving PDF Metadata

      Link: Manually creating items - choose one or two videos to watch

      Link: Creating an item from a webpage - choose one or two videos to watch

      Note:

      • If adding items by their identifier, check that the bibliography data is actually correct
      • Right -click on the item information (in the middle window) to see what other options are available, e.g. adding attachments like a file saved on your computer

      Challenge:

      Add a variety of items.

      • Select one of your current courses and add items from the required and recommended reading lists
      • Add a book using its ISBN
      • Add the Zotero homepage
      • Manually add a book, a webpage and an article
      • Add a snapshot of a webpage
      • Add a collection from Google Scholar
      • Add an existing pdf by dragging it into Zotero and retrieving the metadata, if it is available, by right-clicking the item name in the library and selecting the appropriate option

      Task 2: Citing

      Work through the resources below and then have a go at the challenge.

      Link: Using the Zotero Word Processor Plugins

      Link: Zotero and Microsoft Word - choose one or two videos to watch

      Link: Zotero and Google Products - choose one or two videos to watch

      Challenge:

      • Open a Word document
      • Add in citations for the items added to Zotero in Task 1
      • Experiment with adding page numbers to a citation
      • Experiment with adding multiple references for a piece of text
    • Activity 3

      Staying organised with Zotero

      Allow 90 minutes

      Like most other applications, some good 'housekeeping' principles will help to make your workflow smoother and save you time in the long run. The next tasks will help make your Zotero endeavours more productive.


      Task 1: Sorting and Searching

      Work through the following resources and then have a go at the challenge.

      Link: Sorting

      Link: Searching

      Link: Organising your references - choose one or two videos to watch

      Challenge:

      • Experiment with sorting and searching items in your library

      Remember to use the 'Restore Column Order' action in the dropdown menu, if you get stuck.


      Task 2: Collections, Tags and Notes

      Work through the resources below and then have a go at the challenge.

      Link: Collections and Tags

      Link: Notes

      Link: Using Tags - choose one or two videos to watch

      Link Using Collections - choose one to two videos to watch

      Link: Using Notes - choose one or two videos to watch

      Challenge:

      • Create a collection called 'Practise'
      • Create a collection for each of your current courses
      • File the library content into the collections
      • Create a tag called 'practise'
      • Add the 'practise' tag to each item added for the purposes of this activity
      • Create other suitable tabs

      Task 3: Other Functionality

      This is an optional task. You may wish to browse through these resources to find out what else Zotero can do.

      Link: Screencasts for a variety of topics

      Link: Relating Items

      Link: Duplicate Detection

      Link: Adding files to your Zotero Library

      Link: Timelines

      Link: Contents of  Documentation resource

    • Checkpoint

      Zotero Self-Assessment

      Now that you've completed the activities in this module, take the time to complete this self-assessment of how competent you think you are in using Zotero.

      Follow the instructions by clicking the link below.

    • Discussion

      Zotero Forum

      Using the forum below, click the 'Add a new discussion topic' button and perform the following tasks.

      1. Using a PNI format (Positive, Negative and Interesting) post something that you found useful, something that you found difficult or confusing, and something that you would like to find out more about relating  to the activities in this part of the module.
      2. Share at least one additional resource (web link, video etc.) that you think would help any other students working through this module.