{"id":8020,"date":"2020-04-20T13:21:26","date_gmt":"2020-04-20T13:21:26","guid":{"rendered":"https:\/\/fhug.org.uk\/kb\/?post_type=kb_article&#038;p=8020"},"modified":"2021-04-01T07:37:53","modified_gmt":"2021-04-01T07:37:53","slug":"zotero","status":"publish","type":"kb_article","link":"https:\/\/www.fhug.org.uk\/kb\/kb-article\/zotero\/","title":{"rendered":"Zotero"},"content":{"rendered":"\r\n<h2 class=\"wp-block-heading\" id=\"introduction\">Introduction<\/h2>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/www.zotero.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zotero<\/a>\u00a0was developed primarily to assist in writing academic papers &#8211; where the quality of the references is one of the major contributors to &#8220;Indications of Esteem&#8221;.<\/p>\r\n\r\n\r\n\r\n<p>For use in genealogy it can take a much more rigorous approach to sources than most of us do in <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span>, both in terms of accurate citations etc. but also in terms of managing our use of sources.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"specific_features\">Specific Features<\/h2>\r\n\r\n\r\n\r\n<p>Zotero\u00a0can be very useful if your research is source driven. So for instance if much of your work is triggered by:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>New Sources detailed on the &#8220;Find My Past Friday&#8221; blog<\/li>\r\n<li>Comments on your personal blog<\/li>\r\n<li>Finding and obtaining a new source such as a book<\/li>\r\n<li>Articles in Academic Journals<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>Zotero can help.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"800\" height=\"440\" class=\"wp-image-8021 lazyload\" data-src=\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/04\/zotero.jpg\" alt=\"\" data-srcset=\"https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/04\/zotero.jpg 800w, https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/04\/zotero-300x165.jpg 300w, https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/04\/zotero-768x422.jpg 768w\" data-sizes=\"(max-width: 800px) 100vw, 800px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/440;\" \/>\r\n<figcaption>Zotero screen<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<p>The above screen shot shows some of the useful features:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Left Pane, Top: &#8220;My Library&#8221; &#8211; a collection of Bibliographic references in typical &#8220;file manager&#8221; format. There is a huge variety of possible entries: books, articles, DVDs, Maps, Podcasts etc.<\/li>\r\n<li>Left Pane, Centre: The list of RSS Feeds &#8211; you can configure Zotero to monitor specific genealogical feeds; when you find one where you need to follow up, you can add it to your library.<\/li>\r\n<li>Centre Pane: in this example you can seethe results of a saved search on the Library:\r\n<ul>\r\n<li>Second entry down &amp; Highlighted: An RSS Feed from Find My Past alerting me to new sources &#8211; summarised in the Right hand Pane.<\/li>\r\n<li>Bottom two entries: Books &#8211; the bibliographic information will appear in the right hand pane. The two books each have attached sub-notes.<\/li>\r\n<li>Top entry: A Comment received by my blog and added to the Library from the RSS Feed.<\/li>\r\n<li>Third Entry down: a plain note (reminding me to do this!).<\/li>\r\n<\/ul>\r\n<\/li>\r\n<li>Within entries in the pane there can be sub entries such as sub-notes or snapshots of webpages<\/li>\r\n<li>In the screen shot shown a subset of the Library is being shown based on a saved search for the Phrase &#8220;TASK&#8221; in notes or subnotes &#8211; this is the key to\u00a0Zotero&#8217;s\u00a0&#8220;to-do&#8221; functionality<\/li>\r\n<li>Left Pane, Bottom: Tags &#8211; to enable you to search by Tag &#8211; which could be a genealogical project.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>If you then wish to document your research to &#8220;academic standards&#8221;, there are\u00a0Zotero\u00a0add-ins for the major word-processors (MS Office, Libre Office, etc) to help create the citations and bibliography.<\/p>\r\n\r\n\r\n\r\n<p>If you enter details of all books etc that you acquired into Zotero, it can help you keep track of what you have bought and avoid buying duplicates! By adding a subnote you can record why you bought the book and what research is planned.<\/p>\r\n\r\n\r\n\r\n<p>If you use the Browser add-ins for\u00a0Zotero\u00a0you can highlight an ISBN (say on an Amazon listing), right click and select &#8220;Save to Zotero&#8221; and the full details of the book are looked up and added to\u00a0Zotero. Alternatively there is an icon to allow ISBNs to be directly entered into\u00a0Zotero\u00a0&#8211; which then looks up all the details. There is also an add-on available (from an\u00a0<a href=\"https:\/\/www.zotero.org\/support\/plugins\" target=\"_blank\" rel=\"noreferrer noopener\">extensive list<\/a>) that enables you to use an iPhone to scan a book&#8217;s barcode in order to add it to the Zotero Library.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"evelyn_wilcock_s_experience_of_using_zotero\">Evelyn Wilcock&#8217;s experience of using Zotero<\/h2>\r\n\r\n\r\n\r\n<p>This is based on a\u00a0<a href=\"https:\/\/www.fhug.org.uk\/forum\/viewtopic.php?f=32&amp;t=16814#p92287\" target=\"_blank\" rel=\"noreferrer noopener\">FHUG post<\/a>.<\/p>\r\n\r\n\r\n\r\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\r\n<p>(I use Evernote for anything I need to remember to do. House, garden, clothes etc. Evernote free is now limited for use on only two devices.<\/p>\r\n<p>In the days when Evernote was free for many devices, there was a detailed blog or lecture from USA on how it could be used for genealogy. I switched to One note and then back again &#8211; the actual program doesn&#8217;t matter that much. So long as it is cloud based and on my phone.)<\/p>\r\n<p>For documents in archives I use Zotero. Zotero is a free bibliography program. Bibliography software used to be massively expensive for anyone who did not have university membership and Zotero is the first class solution.<\/p>\r\n<p>I keep a separate folder in Zotero called Archive list in which I list documents. There are fields for the Archive and the file number. Users sometimes complain that Zotero is not well designed to list archive files. But it works for me.<\/p>\r\n<p>If I need to read a file I add a note &#8220;To read&#8221; followed by my own abbreviation for the archive. Zotero has an ultra efficient search across all fields, so I type in &#8220;To read Kew&#8221; and that produces a list of all the files and file numbers I plan to read at the National Archive and then, if one has a reader&#8217;s ticket, one can order them up in advance.<\/p>\r\n<p>Similarly in my Zotero Bibliography folder, I list books or publications with the name of the Library and the shelf number and I can use a text search to call up anything I have marked to read in the British Library or elsewhere.<\/p>\r\n<p>Zotero is designed for citing references, so it is easy to copy and paste sources into <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span>.<\/p>\r\n<p>Zotero can be used to make full notes on books and it will hold long text documents and pdf&#8217;s. But I don&#8217;t use it that way. Because notes can get buried. Whereas with <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/zim\/\">Zim<\/a>, one can see the hierarchy of notes.<\/p>\r\n<\/blockquote>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"availability\">Availability<\/h2>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/www.zotero.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zotero<\/a> is freeware available on Mac, Windows and Linux.<\/p>\r\n","protected":false},"template":"","fh_version":[13,14,15,739],"skill_level":[18,17],"topic":[673,83],"class_list":["post-8020","kb_article","type-kb_article","status-publish","hentry","fh_version-v4","fh_version-v5","fh_version-v6","fh_version-v7","skill_level-advanced","skill_level-intermediate","topic-other-programmes-for-planning-and-tracking-research","topic-sources-and-citations"],"_links":{"self":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/8020","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article"}],"about":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/types\/kb_article"}],"wp:attachment":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/media?parent=8020"}],"wp:term":[{"taxonomy":"fh_version","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/fh_version?post=8020"},{"taxonomy":"skill_level","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/skill_level?post=8020"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/topic?post=8020"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}