Using Zotero to Collect and Organize Sources

This is part three of a four-part video series on Zotero. The focus is on using Zotero to collect and organize sources during the research process.

Creating Collections: Organizing Resources
- Creating a New Collection
  - Click the folder icon with a plus symbol (top left).
  - Enter a name and click OK.
- Creating Sub-Collections
  - Select parent collection -> Right-click -> New Sub-Collection.
  - Enter name and click OK.
Adding Items to Zotero
- Ensure Zotero application is running.
- Using the Zotero Connector
  - Zotero connector icon changes based on source type (e.g., white page for journal articles).
  - Click the connector icon to add items.
    - Captures and saves snapshots of web pages.
  - Recognizes lists of items on a page.
    - Folder icon -> Select items to add.
- Manually Adding Items
  - Click the plus icon -> Select item type -> Fill in fields.
- Using Identifiers
  - Click the wand icon -> Enter DOI, ISBN, or PubMed ID -> Search.
- Dragging PDFs
  - Drag and drop PDFs into Zotero.
  - Works for digital PDFs, not scans.
Managing PDFs and Tags
- Finding PDFs
  - Right-click item -> Find Available PDF.
- Using Tags
  - Found on the right-hand side under item details.
  - Add/Remove tags -> Use the tag search box to find tagged items.
Using ZotFile for Annotations
- Extracting Annotations
  - Opens PDF from Zotero -> Make annotations -> Save and close.
  - Right-click PDF -> Manage Attachments -> Extract Annotations.
  - Annotations become searchable and hyperlinked.

Using Zotero during the writing process for in-text citations and creating bibliographies.

New College Library: New College Library at Utah note.ca for additional support or information.