Organizing Research
with Zotero and Endnote
Andrea Baruzzi
Science Librarian
Roberto Vargas
Research Librarian for Humanities & Interdisciplinary Studies
Sarah Elichko
Social Sciences & Data Librarian
Presenters
Andrea Baruzzi Science Librarian
Roberto Vargas Librarian for Humanities & Interdisciplinary Studies
Sarah Elichko Social Sciences & Data Librarian
Today's Workshop
Learn how Zotero and Endnote can help you organize research and facilitate collaboration
Brief demonstrations of how to install Zotero and save items
What could you ask? Some ideas...
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New Users
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Talk about your research organization needs with one of our presenters and get suggestions for tools and strategies.
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Follow these Zotero set-up instructions. If you get stuck, we'll be here to help.
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Experienced Zoteros & Endnoters
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Questions about maintenance, troubleshooting, workflow, etc.
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I wish Zotero/Endnote... - We can help you figure out whether a feature already exists, and if not, help brainstorm alternatives.
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Introduction to Zotero (~2-2:15pm)
Ask Us Anything (~2:15-3pm)
Roberto, Andrea, and Sarah will answer questions and help you figure out research management strategies that work for you. We'll use breakout rooms as needed.
What can Zotero help you do?
Keep your research materials together
Organize by project, course, purpose, etc.
Easily find what you've already found
Format citations and bibliographies
Group items into folders and sub-folders, add tags and notes
Search and browse your collected research materials
Sync full-text files to read anywhere (limited free storage)
Cite in 9,000+ styles; use Groups to share items
Store your references and full-text files; take and attach notes
Endnote Web
Saving Items to Zotero
Zotero for Collaboration:
Lib/Lab Fellows
How to Setup Zotero
Ask Us Anything
What could you ask? Some ideas...
New Users
-
Talk about your research organization needs with one of our presenters and get suggestions for tools and strategies.
-
Follow the instructions to set up Zotero. If you get stuck, we'll be here to help.
>> Zotero Set-Up Instructions: bit.ly/zotero-setup
Experienced Zoteros & Endnoters
-
Questions about maintenance, troubleshooting, workflow, etc.
-
I wish Zotero/Endnote... - We can help you figure out whether a feature already exists, and if not, help brainstorm alternatives.
Roberto, Andrea, and Sarah will answer your questions and help you figure out research management strategies.
We can use breakout rooms as needed.
Choosing a tool
What is fixed about your research habits and preferences?
- Device / OS / platform - e.g. must run on Mac or PC
- Workflow - e.g. frequently adding new sources from browser
Are you working with collaborators who already have an established research management platform?
How important is long-term consistency?
- Business models and stability
- Check how easy or hard it would be to export your data
What does using a reference management tool require from you?
Some initial set-up time
Some time spent figuring out your workflow
Consistency - it only works if you actually add your research materials to your Zotero library
Some time correcting metadata and fixing citations
Organizing Research with Zotero and Endnote
By Swarthmore Reference
Organizing Research with Zotero and Endnote
Faculty workshop on using Zotero and Endnote to organize research materials and collaborate on projects. (Part of Library Workshops series, Summer 2020.)
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