Zotero is a citation management software that makes it easy to save your references and then include them in your paper.
Speaker: In this video I'm going to teach you how to install Zotero. Zotero is a personal research assistant that helps you organize your references.
So the first thing you're going to do is go to zotero.org. You can see it up here [the cursor points to the URL at the top of the browser], and then click on download [the cursor moves to the Zotero page to a red ‘Download’ button and clicks on it].
[The new page shows two options for downloading Zotero: Zotero 5.0 for Mac and Zotero Connector for your Chrome browser.]
Because it knows that I have a Mac, it all automatically comes up with ‘Zotero for Mac ’ [the cursor points to the Mac download option], and it also asks me if I want to install the Zotero connector [the cursor points to the Chrome Zotero connector download option]. Because I'm using Chrome, that's what I want to install, as well.
So what I'm going to do is I'm going to click on ‘Download’ [the cursor selects the ‘Download’ button for “Zotero 5.0 for Mac”], and I already have this installed, so I'm not going to install it again, but it downloads [the cursor points to the file that downloaded in the bottom left of her browser] and then I can install it for my platform.
The next thing you're going to do also is install the connector. So if I click on ‘Install Chrome Connector’ [the cursor selects that button, and the page goes to the Chrome Web Store to the Zotero Connector Extension page], you can see right here it already says ‘Remove from Chrome [the cursor points to this button]. That means I already have it installed.
[The cursor clicks the back arrow in the top left of the browser to go to the previous page.]
Now also there's other connectors for browsers [the cursor selects a link under the Zotero Connector option that says “Zotero Connectors for other browsers”, which brings up other browser icons] so you can also install it on Firefox, Safari, or Edge. So I would suggest using one of those browsers if you're going to use Zotero.
And now after you have it installed, if you can look up here in this corner [the cursor points to the extensions menu at the top right of the browser] you see there's this little paper here, and if I hover over that she does this], it says “Save to Zotero”. So after you get that installed, come back and watch the next video.
[One Speaker]
[Zotero.org’s download page is shown open in a browser.]
Speaker: Now that you've downloaded Zotero and the Zotero Connector, we can start using Zotero. The first thing you want to do is go back to Zotero.org and click on the register button [the cursor points to the URL, then selects “Register” in the top right corner]. So you're going to register a username. You can choose whatever username that you want, put your email, confirm your email, a password, and register the cursor points to each field as she says them]. The reason that you want to do this is that means you can sync your Zotero account across multiple computers. It's nice to be able to use it in other computers, as well.
So when you're, after you're done doing that, you want to open up Zotero. And this is what Zotero looks like. [The cursor drags the Zotero application onto the screen from off the recording. There is a list of many different articles and resources.] So you can see I have a lot of different references saved. [She clicks through many folders that appear in the left menu of Zotero.] These are the folders. So these are the folders that I've made that I save my articles in. This is my current PhD thesis that I'm working on [she clicks on this folder]. You can see I have a lot of different articles about air pollution. And you can also make sub folders.
So the first thing that you want to do is this is your library here [the cursor points to the “Library” folder at the top of the left menu], maybe create what is called a ‘New Collection’, and that is a folder [she selects the “New Collection” folder icon at the top left]. So I'm going to call this BYU-Idaho so you have an idea of what I'm doing. [A small window appears with the title “New Collection” and a field to type a name for the collection. She types “BYU-Idaho”, then clicks “OK”.] And there's my new folder, and I don't have any articles in it whatsoever [she points to the BYU-Idaho folder now in the left menu, then the empty “Title” section showing there are no articles].
Now here's the easy way to do it. [She goes back to the browser and has the BYU-Idaho Mckay Library open. It is open to the PUBH 391 resources.] At BYU-Idaho you have an access to the Mckay Library, and this is where you can find articles to use. So one of the things that I'm going to do is I'm going to search PubMed [she clicks on the PubMed link and it opens to a search page] and I'm now I'm able to search the PubMed. So maybe one of the things that I want to search on is “sugary drinks and obesity” [she types this in the search bar on the PubMed page]. And I’ll do a search on that [she clicks on “SEARCH”]. And here's one they have on “Sugary drink consumption and risk of cancer.” [The cursor points to this article title.] Maybe I'm not looking really for risk of cancer. [She continues scrolling down the page.] Here we go: “Intake of sugary sweetened beverages and weight gain.” This looks like a great article. I'm going to click on that article and it's going to bring it up here. [She clicks on the article and the article opens.]
Now the first thing you're going to do is you're going to click on this little paper icon [the cursor points to the paper icon that appears in the extensions menu in the top right of the browser], sometimes it's a z depending on what browser you're using, and I'm going to save it to BYU-Idaho. [She selects the paper icon and a menu appears to choose where to save the article. The automatically listed item is the folder “BYU-Idaho”.] Now I can choose different libraries [she clicks on the drop-down menu to show the other library options], but I do want it to be BYU-Idaho. And I'm just going to hit ‘return’ [she hits this button on her keyboard] and I'm going to go back again [she clicks the back arrow on the browser in the top left] and I'm going to see– oh, here's another one: “Dietary patterns and childhood obesity risk.” [She scrolls down the page a little, then the cursor hovers over that article.] That one looks pretty good [she clicks on and opens that article], so I'm also going to save that, as well. [The cursor clicks on the Zotero extension (the paper icon), checks that it is the right library (BYU-Idaho), then hits ‘return’ on her keyboard.]
Now, while you're in here, one of the things that you could also do is for like for this one [she navigates to and reopens the first article she clicked on], I could automatically go to this link, the free article link she clicks on this button that appeared to the right of the article], and then download that article to read later and print it or download it to my computer because there's a pdf right here [the cursor points to the Format link “PDF (350K)”].
So now I've saved two articles. So, if I bring back up Zotero [she brings the Zotero application onto the screen again], there are the two articles that I've saved. [The two articles appear in the “Title” list in the BYU-Idaho folder.] Here's the first one, it even gives me the abstract [she clicks on it, then scrolls down the info/abstract that appears on the right]. Here's the second one, there's the abstract [she does the same thing with the second article].
One of the things you should do is go into module 3 and look at the assignment for the literature review grid. [She brings an Excel spreadsheet onto the screen of the Literature Review Grid assignment in the “Example and Instructions” section.] This gives you an idea of what you can write in your notes.
[She also brings Zotero back onto the screen.]
So let's say I have “Dietary Patterns and Childhood Obesity.” So if I want to add a note [she clicks on the first article, clicks the “Notes” tab on the right, then clicks “Add”], what is the argument or main finding? [She types the things she says.] So I could put “Argument: Sugar sweetened beverages contribute…” and “Evidence Used:” and I haven't read this article yet, so I am just going to put in evidence say, “daily intake of beverages compared to weight.” Let's say that's the evidence they used. And then “Other Notes.”
All right, just some of the things that you can put in here that might be good. And you can do the same for each of these [she points to the other article]. When you are done doing that, this automatically saves to Zotero so there's nothing that you have to do to save anything and it automatically saves to your Zotero account. [She closes out of the assignment spreadsheet.]
The other thing that we could do is add tags. So if I look at this article on the intake of sugar sweetened beverages, I can go to tags. [She selects this article, then clicks on the “Tags” tab.] These are the tags that are already associated with the article. It automatically gives you tags. So if you want to add a new tag, you can do that, as well. But a lot of these are pretty good. There's Adult, Adolescent, Beverages, Carbonated Beverages, Dietary Sucrose.
This also gives you some ideas looking at these tags. What you might do a search in PubMed or another database to get more articles. Remember also that you can look at the references of these articles to find more articles as well.
In the next video I will show you how to use Zotero to use it inside your paper.
[End of video.]
[One Speaker]
[The Zotero application is open on the screen.]
Speaker: This video is going to teach you how to use Zotero in your paper. Now that you have saved articles, so I have these two articles saved in Zotero and Zotero is up and running [the cursor points to the two articles in the BYU-Idaho folder], you always have to make sure it's up and running, I can open up my paper. [She brings a Word document onto the screen with a typed paper.]
So here is my paper, part of a paper that I've written, so I want to add the references, so here's one where I need to add a reference. So I'm going to put my cursor at the end of the sentence before the period where I want to add the reference [she does this], and then I'm going to click here on Zotero. [She clicks on the “Zotero” menu item at the top of the Word document.] And I'm going to say, “Add/Edit Citation. [She clicks on this menu Item that appears in the Zotero menu, and a window appears with Citation setting and information.]
Now the first thing that Zotero is going to ask you it's going to say what document preferences do you have? How do you want to cite this? So what you're going to choose is the APA style right here, American Psychological Association, and just say “OK” [the cursor points to this option, selects it, then selects “OK”]. Then the next thing it brings up is this red box here [she drags a narrow red window with the Zotero symbol onto the screen] and it wants to know what citation you want.
So that's why it's a good idea sometimes to have Zotero open so I can see this is my article that I want. [She brings the Zotero application back on the screen and selects an article and it’s information to double-check.] And it's by Malik. So, I'm just going to type in “Malik” here [she navigates back to the Zotero red window and types it in the search], and it finds my reference for me right away [a drop-down appears with the article name]. I click on that reference, and then I just hit ‘return’ [she does this]. And now it has automatically put that reference in my paper for me [the cursor points to the appropriate citation automatically placed in the text].
Now let's say I need another reference that goes here [the cursor clicks to the end of another sentence]. So again, I'm going to click on “Add/Edit Citation” [she does this and the red citation window appears] and this time, I'm going to use my second article here, you remember, here's my second one [she drags the Zotero application on the screen for a moment to show the article, then pulls it away again] and this time I'm not going to put in the author name, I'll put in “dietary” and I'll see what comes up. [She types “dietary” into the search, and many articles appear in a drop-down menu.] You can see I have other articles that I saved on “dietary”, but I know this is the one that I want, the dietary patterns, and I'm going to click ‘return’. [She clicks on the appropriate article title then clicks ‘return’ on her keyboard.] And that is all automatically put in for me.
Let's say, however, what happens if I didn't do this right and this reference actually needs to be up here, as well. [She scrolls further up the document and clicks at the end of another sentence.] All you have to do is put your cursor where it needs to be, find the reference again, and Zotero doesn't have any problem putting that in there for you. [She clicks on “Add/Edit Citation”, types in “dietary” to find the right article, then hits ‘return’. The citation is placed in the document.]
Now when I'm all finished, I can start a separate page, and this will be my references page. [She goes to the bottom of the document and types “References”.] At this point I'm going to click on “Add/Edit Bibliography”. [She does this.] When I click on that, the references are automatically added for me. [The full citation is automatically placed for all cited materials in the document]. So here you can see it puts it in alphabetical order like it's supposed to be, it does the formatting correctly, and it has the full reference. This is just a much easier way of citing your paper.
Now let's say I had another one that I have to add after I've already done this. So let's put in one that I’ve had already, a different one, I'll do it in “dietary” again and I’ll do this one instead. I'll put that in there. [She adds another citation within the paper following the steps she had taught. She scrolls back down to the References list.] Now you can see that it's automatically updated for me. If it doesn't automatically update, then you can refresh. [She clicks the “Refresh” button found in the Zotero menu.] When you refresh it, it looks through all the paper again to see if there's another reference that needs to be included.
I hope you'll find that this is an easier way for you to manage your references. Please reach out to me if you have any questions.
[End of video.]
