Saunders would all be considered different authors by Zotero which can be annoying in some cases. So Thomas Edward Saunders, T Saunders and T.

This helps with ‘ given name disambiguation‘ which is the idea that reference managers need to differentiate between different authors. Check authors conform to a preferred format.This is simple – just place at the start of the name, and just after the name. Add HTML code to ensure species names are italicised when printed in the bibliography.

This ensures any in-text or bibliographic styles which require title case will be accurately implemented, as its impossible for Zotero to reliably do it the other way round. Then capitalise any words after colons and any proper nouns. Right click the title field and change the text to sentence case.I like to make a few quick tweaks to items when I add them: Here I’m adding a DOI to the ‘magic wand’ box – Zotero will add the citation, and because this paper is open access, it will automatically add the final full-text. You can change the collection on the fly with the dropdown menu. Simply click the Zotero icon in the browser and the item will be saved. Whether I’m searching a database or checking Google Scholar alerts, I usually end up on the publisher page if the abstract seems relevant. The most common way I add items to Zotero is from the publisher page. You may also be interested in the Zotero DOI Manager which can automatically validate, clean, and swap original long DOIs for official shortened versions. I recommend Zutilo to help with tagging your collections. Now you can install other addons for Zotero if desired.

If you haven’t done so already, I recommended skimming the documentation to get up to speed with how Zotero works.įirst up, install Zotero and Zotfile as outlined in my post on using Zotero with cloud storage providers (please note the update in that post – I no longer use Zotfile to move pdfs outside the default /Zotero/Storage directory, I just use it to rename files). In this guide I outline the way I set up and use Zotero for my PhD work. Zotero is my preferred option, because it is free, open source, actively developed, and solves many of the problems I’ve encountered during my work. Students, researchers, and volunteers who work with references should all be using one. A good reference manager will save you countless hours of tedium and frustration.

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