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Transcript - Citation Management Software: What it can do for you! - Nov 28 2018

Video Link: https://youtu.be/KNlH-33WkhYhttps://youtu.be/KNlH-33WkhY

 

 

Begin Transcript

 

Narration:

 

>>    TRISH PIERSON:  

Welcome to Citation Management Software: What It Can Do for You.  I am Trish Pearson and Lynn VanLeer and I are both reference and instruction librarians.  Every once in a while I will check with Lynn to see if there are questions we need to address from you or if she has something I need to address she will interrupt me and we will answer your questions one way or another.

 

We are going to be really taking a look at what citation management software is, what it does and how it can be helpful to you.  We will look at different criteria that you will want to think about when choosing a software.  There are a lot of varieties out there that can do different things.  You're trying to make your life easier so you want something that will work for you and do what you needed to do.  Then I will demo a couple of different free software so you can see some of the different features that software will offer.  There are a lot of similarities between citation management software but then there are also differences.

 

This is not a how-to webinar so we will not delve exactly into how you use either of these software is, we do have more information for those, so you can get into it and see how things work.

 

but we really want to just give you an overview tonight of what is citation management software, what does it do, how does it work and why would you want to use it?

 

Citation management software, you can also see that referred to as a referent management software or a bibliographic management software, I one of the keywords that you will see there is management, and that is really what citation management software is helping you to do, it helps you to manage your citations or references.  That can be really helpful and can save quite a bit of time most citations.

 

There are a lot of different varieties of citation management software.  A lot of different things out there.  I normally will not advocate that everyone should check out Wikipedia, it does have a lovely comparison of different citation management software that is out there, which they are referring to as reference management software.  We will take a quick look at that Sue could see the kind of information it has available.  This is the page and the link is on the slide if you grab that slide for later Prickett has this giant table and it starts alphabetically with the name of the software.  It will tell you who developed it and give you information that can be useful like the first public release date, and the last stable release date.  If you see something that's been around for quite a long time and they still have stable releases coming out, then you know that software has stood the test of time.  If you see something really new, sometimes those are interesting and maybe they will stand the test of time, but we do not know that yet.

 

If you see things here where you are not seeing anything current for stable release date, that could be assigned they are not supporting that software anymore.  That be someplace that is a red flag for you.  You may not want to download software where it is really not being supported, and your neck went to get any help with that.  And it is just out there.  Maybe it will work and maybe it will not.  Especially if you are using it for a huge project or for a doctoral capstone, because you don't want to have yourself in their part way and have something just not work so have to transfer it all into another software.

 

You can do that, it is just -- it can be a little messy.  Seek and scroll down, we will scroll down through and you can see quite a big list.  EndNote is a possible certain purchase software and the first release date there was 1988 and the last stable was this year, and it's been around old really long time.  They are very well known.  A little pricey but these are the kinds of things you want to look for in this chart.

 

it'll show you what operating systems these different citation management software's work with, Export and import file formats in case you need to get things in and out of them. Citation styles, almost everybody is good with APA, which is what we use here.  Reference list, file formats, which word processors things work with. You can see this quite a lot of things you need to think about when you choose a software.   Depending on what it is you want and what it is that will work best for you.

 

We will pop back to the slides and take a look at some of the different things you'd want to be thinking about when you choose a software.

 

I mentioned the EndNote, the price, thinking about, do you want to pay money for a software or are you good with the free software?  Free is always nice.  If you have a physical University  the bookstore will sell those, our does not but you can find a student version to purchase and that will save you a little money.  It is a little over $100 for a student version.  And $300 for the standard version.  Even if you are thinking that you would rather purchase something, see if they have something like that, a student version available.  You are a student and you should take advantage of that if you can.

 

Another thing to think about is tech-support, if you purchase a software you are typically purchasing tech support, the software will be proprietary and will have people developing things, they will have tech support people you can contact and have them walk-through different things or answer questions.

 

With things that are free, those are going to be falling on you to do your own tech support.  Often they are going to have information out there about technical issues and such.  But they are just not going to have people that you can call up and ask the questions for.  So you'll have to do some of that work yourself.

 

If you're comfortable with that and comfortable technology and you can figure it out -- then free may work great for you.  But those are definitely things to keep in mind and those are really going to come down to your own personal preferences and your own personal comfort level with things.

 

Another thing with tech support is the library is not able to offer technical support for citation management software you saw the giant list, we don't have the staff to keep on top of all the different software out there, and just all the new updates and things like that going on.

 

We can answer basic questions, but if you have like the Technical Support questions, were going to have you go and check out information on the website for whatever software it is that you have or contact the tech support people if it is a purchased version.

 

Another place I found a really great helpful tutorials, like video tutorials is YouTube, which is another thing is kind of surprising. Wikipedia and YouTube.  Didn't think you would have librarian telling you to check these things out, but YouTube has some really fabulous tutorials, video tutorials for all kinds of citation management software, so it can be a good place to check. The best place is to go to the website of the company that has put out that software.

 

Learning curve is another thing to think about.  Some software will just make more sense to you than others. Coming down to that personal preference.  And like any software, may be it is just a little more difficult, a little less user-friendly.  What I suggest to students when they are trying to figure out what they want to do and what they want to use, find a couple of versions that you think sound pretty good and download two or three, and check them out.

 

Before you put everything in their for your project or your capstone, just  play around a little, but because you will find that sometimes one of the software will make more sense to.  It is just working better for you and that maybe what you need to go with them.

 

A lot of the software will be compatible with the main operating systems but some are more mobile friendly than others.  Some will work with different Internet browsers than others.  what it is, like what your computer is and what your preferences are as far as the Internet browsers etc., you'll have to do that research and figure out what is going to work the best for you.

 

A lot of them will also offer some form of online storage or syncing.  Highly recommend taking advantage of that.  if you have a lot of things that you want to put in, some will allow you to keep PDFs and your keeping PDFs for hundreds and hundreds and hundreds of references, then -- you know, you may need more storage than someone who is not going to do that, coming down to that individual preference.

 

It is always great to find a software that will allow some sort of online storage or syncing because it does give you that added backup -- computer crashes are never something that we like to see personally happen, it is not good at all.  So if you have some place like this sync to the cloud that will give you a place where you can retrieve that information later in case of a catastrophic failure.

 

You want to make sure whatever software you choose will work with whatever word processor that you are using.  A lot of them are pretty typically going to work with your main word-processing software that is out there like Word.  I know Office 365 is becoming a big thing at Walden.  Sometimes you end up having to pull the document out on your computer work with it there, and then put it back in to Office 365.   It seems they are too many things trying to go on with the software itself and then the document itself if you are editing online.  But that would be something to check into a check in to some of the forms to make sure it will work in the way that you want it to work.

 

Let me stop and see if it has any questions we need to address before we go on.

 

>>   LYNN VANLEER:  No, we are looking good.

 

>>    TRISH PIERSON:  Wonderful.  I'm going to torture you by having to take a short quiz to get across this idea.  What is the best source for Technical Support for citation management software?  Let me launch this little quiz.  And it is going to give you some options to choose from.  I will give you a few seconds to answer.

 

It looks like most people have voted, okay.

 

So, I had a few people who said the Walden library.  No.  No.  They're not the best people to contact for support with citation management software.  Most people picked the software support pages, that really is the best place begin a few people picked YouTube that's a good place to find information, but probably the software support pages would be the best place, just because they will have the most current information.

 

Never going to do the fun part.  We are actually going to take a look at both Zotero and Mendeley so we can compare and contrast some of the features that they have. There are some great similarities but there are definitely differences going on there.

 

You should be able to see my Zotero.  This is the desktop version. The way that things are laid out, this is typical of citation management software.  There are three different sections or some software called them panes or panels.  On the left you will see  more of the navigation kind of stuff so you will see folders and things.

 

In the middle section, you will see the entire list of everything that is in my library.  And so this is going to be just a whole bunch of titles and authors names.  You will not see anything on the right until you actually click on one of these.  I will. one randomly.  And then on that right panel or pane you will see more detailed information for that particular article.  And it will tell you the item type, the title, the authors names, if there's an abstract available to be pulled over, it will grab that for you.  The volume, you will see all kinds of information for that particular article.  And you can put a variety of different things in here, not just article types.

 

With Zotero this right panel, there are some tabs  across the top that you will see, there's one for notes, and this is where you can add a note for that particular reference citation. Often Zotero will pull across keywords that are being used in the database, and it will put them in as tags.   So these may or may not be something useful for you, that you want to use as a tag.  If you have something in your like Maryland and you really do not care, I don't care where this is, I don't care it is in Maryland -- next to, on the right of Maryland you will see a little "-", and if you click that minus sign it will take out that particular tag, and you can add your tags to.

 

On the far left panel, these are folders I have added.  To add a folder to your library, it is pretty easy.  You can go up on the top of that  pain or panel where you see it in my library and you can either right-click, and if you do that a little box pops up.  And new collection is an option.  If you click on, new collection, you will see a floating box, and it will tell you to enter a name for the collection.  You type in the name and we will type in "test".  Hit, okay, and you can now see that folder is there and it has opened that folder.  We are seeing the test folder so were not even seeing any titles, there's nothing in there.

 

You can then add things to that test folder or drag them from "my library"  to the test folder if you want to.  One thing to know about folders is if you put things in there, you’re really only using a folder as a way to organize the information and find it more easily.  Everything that is in my library will stay in my library.  You always have this big list of every single thing you have put into Zotero and a lot of the citation management software works in the same way.

 

So when you put something in a folder it is not taking out of my library, it is also just putting it into this folder so you can organize and find things more easily.  I way easier to look at a folder that it is to scroll down through a giant list of things.

 

On the far left in that middle pane, were all the information is, you can see a tiny arrow pointing to the right.  If you click on that, it will show you if there is a PDF.  Sometimes you will just see these EBSCO records, and that is showing you that in a particular database there was not a PDF that Zotero. Came across.  You see the PDF icon here, Zotero was able to. that up and start there.

 

At the top of the Zotero menu, you will see edit will have preferences and that is where you will be able to get in there and put in a whole lot of different information just to make Zotero look better for you.  You can set it up to sing to an online version of Zotero, you can use that for your backup.  There are other different features you can look at under, preferences.  How things work with Zotero.

 

Now I will jump into the library databases and do a quick search and show how you can do things into your Zotero library.  Any questions Lindqvist

 

>>   LYNN VANLEER:  No questions, Trish.

 

>>    TRISH PIERSON:  Unfortunately databases will time you out after this long, so let me do a superfast little search here.

 

I am just going to jump in a database and do a quick search.  The search is not the important part of this.  It is the search results that we want.

 

Let's say you are in the library databases and you are searching and you have downloaded Zotero if you downloaded the desktop version, it you will be prompted to choose a Zotero connector.  What that does, it will allow you to use that connector with your Internet browser to go ahead and save things into your Zotero library. The little connector is found on the top right of the search bar, if you look to the right of the address bar, you will see, it looks like a little folder.  The icon for Zotero will change depending on the item you are able to save.

 

Here we are looking at the entire search page, the first 20 search results.  So if we click on the little folder up here in the upper right-hand corner, that will open up this box that is going to show us all the 20 items on the first page of the search.  You select all of the items by clicking on, select all, on the lower left of this box that pops up.  Or you can cite, all you I want this article and that article, and you can go through the list and choose a few articles that sound interesting that you would like to save into the Zotero library.  Once you select the ones that you want, you would go down to the lower right corner of this box that pops up and click, okay.

 

What happens then is you will see a little saving to -- and it will show you the folder it is saving to.  You can actually click on, more, and. another folder until it is saved there.  That is a newer feature actually. It used to save to whatever folder you were using last.  So that's kind of nice.  It is a little bit grayed out  for the ones it is still working on saving and then after it saved the little box here will go away.

 

There are some PDFs that it is able to pull over, and one where there is not a PDF available.  There will just be that record information there.

 

That is how easy it is once you install Zotero and install the connector.  And you can install, if you are using a couple different browsers, like you would like to use Firefox for something send Chrome for some things you can install a connector for both of those. You can have connectors on whichever Internet browsers you are using.

 

What we will now do is save individual items so you can see how that works.  It is similar.  It will change what the icon looks like, though.  Say, we want to save this first article in our search for I will click on the article title.  What that will do is put us on a page that has detailed information, it is the detailed record page, it has a variety of info about the particular item.  If you go back to the upper right corner where we saw the Zotero icon before that was a folder, now you will see it looks like a piece of paper, and that is because it knows there's only one thing here that it can save.  So it is not giving you the folder option where you can choose different things.

 

If we click on the piece of paper icon  it will tell a saving to the folder that we chose and it will go ahead and pop it in there. That is how easy it is to use Zotero with the database big you can use Google scholar and those other things, Zotero works with those as well.

 

It's pretty easy once you get going.

 

>>   LYNN VANLEER:  I have a question.  I think it might be relevant now.  Or it might be coming up.  The student wants to know, when she uses the connector in EBSCO article, it will fail to save.  It may seem silly when you're writing a lit review because it is extremely time-consuming.  Have you encountered that?

 

>>    TRISH PIERSON:  Have run into that occasionally but it is not usually a problem.  These are all the items we pulled across in that test folder.  You'll see the full text, the PDF.  If I click on that it pops open a PDF.  Not sure why it would be doing that.  It's probably something where I would suggest maybe going into the forums that Zotero has and seeing if searching through there you find any other people who are having issues with it.

 

A lot of times you can get some  pretty good suggestions for things to try that way because there might be other people having that issue for whatever reason.  May just be something with settings or with the operating system -- it is just really hard to know without senior computer, which is another reason we do not do tech support.  Unless you want to go to everybody's house and look through your computer and let's see what Zotero is doing.  But that is what I would suggest.  I've not had issues with it lately, it has actually been pretty lovely for a while for me.  Again, that is good to vary from person to person.  Kind of an answer that is not really an answer, I guess.

 

>>   LYNN VANLEER:  Thank you.

 

>>    TRISH PIERSON:  And I will be showing you guys where you find the forums for Zotero so we can take a quick look there too.

 

I will take a quick look at Mendeley so you can see how things look and how things work.

 

>>   LYNN VANLEER:  One student wants to know what browser you are using.

 

>>    TRISH PIERSON:  I'm using Firefox.  I've had better luck with Firefox and Zotero. Zotero was originally developed as -- almost like an app within the browser.  They did not have the desktop version of person so it was set up to work with Firefox and I think sometimes it works better with Firefox than some of the other browsers just because of that.  So if you're using a different browser, that might be a super easy way to fix that and it might be worth trying, install the connector for Firefox and see if that works.

 

This is the Mendeley citation management software.  As you will see it is very similar to use Zotero.  there's that three-panel thing going on.  On the left side you will see more navigation kind of stuff, it is showing up as “all documents" instead of " my library".   You will see folders, a variety of things and that whole big section that has a list of everything that you have put into your Mendeley  library.  And if you go ahead and you will see that detailed information about that particular item on the right.

 

There is a tab for notes on that right panel, the same it was with Zotero, and you can add a note there if you want.  It does not have a tab for tags, that is actually a field if you scroll down a little bit through the detailed information.  You will see a field for tags.

 

Mendeley doesn't really often pull over egg some of those tagging information that Zotero does from the databases.  So often you have to create your own tags, which sometimes I think most works better, and you just click on it and you type something in that you wanted to use for a tag.

 

You will notice on the left side, filtering for tags, and you can do this in Zotero, but it is just not as easy and out there as this is.  You can see there is a filter by my tags.  You can filter by authors, publications, etc.  But if you are using tags, it's a nice way to go ahead and click on one of these and then you'll see everything that you have tagged with that particular word.  Curriculum or whatever will pop up.  In this case there's only one thing.  But if you had a variety of things, like if you were working on your capstone and you want to tag things as far as like your conceptual theoretical framework name, you could put that down and click on this and you will see all the authors that would be tagged with that name of theoretical or conceptual framework. Can be pretty handy to use the tagging.  Is one of the nicer things Mendeley. that I like about

 

 The other thing with Mendeley people really like is the fact that when you have a PDF, and Mendeley is not able to pull PDFs from across the databases -- so if you've ever tried fighting with Mendeley to see, why the hell is it not showing me the PDFs, is because it can't.  Anything with subscriptions, it is considered behind a pay wall and it is not able to pull things across the way that Zotero can.

 

If that is something that is really annoying to you, Mendeley may not be something that will work for you.  It depends on what you need and what you're willing to deal with as far as quirks of software.  But if you are able to get PDFs in here, if you click on the PDF, it will open.  And you will see a little tab at the top that will give you the title of the article.  This is the tab that is open is the PDF.  And you are able to highlight and add notes and all kinds of crazy things.  It will save it in the PDF.

 

It is not something that you do and go away and come back and it is config you can actually see the last time I talked this we had quite a bit of fun with the highlighting and the notes, etc.

 

To do that, you are going to see a little toolbar at the top, above the PDF.  There will be note, highlight, color, so you can change the color of your highlighting.  Anyway just do that the way you would pretty much highlight anything, just select what you want, and you would go ahead, you can either click on highlight in the toolbar or there's a floating toolbar that pops up.  If you click on, highlight, it would go ahead and highlight it.  You can change that color if you like.  If you want to add a note, you can go ahead and click where you would want to put it and you will see a note box that pops up here.

 

If you click that, you can type in whatever note he would want to do.  We will just type "note".

 

And we click out of that, and you will see it is showing up here as a note.  And the note will also show up in that note to above that far right more detailed information. so you can click on the note and putting things in or you can click it here as you're going through.  Some people really like this feature of Mendeley and it is not something Zotero has.

 

>>   LYNN VANLEER:  Student asked if the highlighting and note features are in Zotero.

 

>>    TRISH PIERSON:  Somebody told me there's a third party app out there that you can download that will work with it but I have not had time to explore that. Some are really cool and are interesting and can work well but you just have to be careful to know who is the developer of this thing, where is it coming from.  Is it going to be something that is going to cause problems with the software at some point?  Or is it something that will be pretty stable. there is some place in Zotero where they have some of the third-party apps listed.  it's one of those things that you use at your own discretion, I guess we would say.

 

If we want to get out of the PDF we just click the X to close out of that tab and it pops us right back into the library.

 

We do not have any more questions about this, I'm going to go ahead and show you guys how the in text citations and the reference list part of things work.

 

>>   LYNN VANLEER:  I have one question about Zotero. The student wanted to know in Zotero there are dots after the creator column.  Do you know what those are?  I don't have it open online so I don't know, I am unable to see the dots.

 

>>    TRISH PIERSON:  I always forget what this is for.

 

It is just another way to sort.

 

>>   LYNN VANLEER:  Doesn't have a mail server?  That is weird.

 

>>    TRISH PIERSON:  Yeah.  I'm not -- oh, hang on.  Is it attachment?  Maybe it is.  I cannot decide if that might be like a paperclip so it might just mean there is attachment which would mean --

 

>>   LYNN VANLEER:  Click on the bottom one.  The building bridges does not have one.

 

>>    TRISH PIERSON:  There you go.  That is probably what it is.  There you go.

 

>>   LYNN VANLEER:  Thank you, Student, we learn something new every day.

 

>>    TRISH PIERSON:  Okay.  We’re going to quickly open a word document here.  And we are going to look at what people love about citation management software.  Which is that you can actually have it take the stuff from your library and add it as intext and reference list citations.

 

To do that, I have just a Word document with some random paragraph I have pulled out of an article.  And you are going to want to make sure you have got the plug-in installed for whatever citation management software you are using.  I've already installed the Word plug-in for Zotero and for the one for Mendeley too. We should have time to take a look at both of them.

 

With Zotero, you will see the top of the Word document that there is a tab -- it is in option for add/edit bibliography, you can unlink citations.  Refresh will just refresh things.  Document preference -- that is just information about citation styles and such.

 

We will find the end of a sentence.  And we can put in a citation.  Okay, so I have my cursor there and I am going to go back up to the toolbar and click on, add/edit citation.  It usually, if you are using this for the first time in a document, it will make you choose your citation style.  You can see by the highlighting APA, sixth edition.  So we will go and click on, okay.  That is what we want to use.

 

Then you're going to have a floating toolbar thing open.  It has the Z for Zotero. And if you know the title of the article you want to use or the author's name, you can start typing that information in here.  It will pull up anything that has the letters you are typing.  That is a perfectly lovely way to do it.

 

I actually think it is a bit easier if you click the teensy weensy little down arrow, to the Z in this box.  You have keep source assorted or classic view.  If you click, classic view, you get a tiny mini library. and it opens a box for add/edit citation and you can choose a folder and choose the items that you want.

 

If you just want one item, you would click on the item, and go down to the bottom right of the box and click, okay.  And we see-- boom -- it has put that intext citation in there.

 

A back up to the toolbar, click, add/edit citation.  Click the tiny down arrow and click the classic view to get the mini library.   Here, there's an option for multiple sources, down on the lower left side.  So if we click that button, what happens is you will see another little box to the right.  And you will see a variety of arrows between the items that we are looking at from the test folder in that box.

 

What you would do is choose an item, and then you would click the arrow pointing towards that little box.  So you see that it pulls it over.  Like another item, click the arrow, click another item, and click the arrow pointing towards that box.  And you will see the box now has three from things in there.  Those are the ones we want to use.

 

We go back down to the lower right corner and click, okay.  And you can see it is put all of those items in there.

 

Typically, you're going to be doing this as you are going, not going back and adding things and hopefully.  Should be doing this as you are going.  You would know what you have used as a citation so in that case you might want to type in like an author name.  And then -- you're going to be more familiar things, you're going to be able to pop in somebody's name or part of a title and go, oh yeah, that is what I want.  So you would go ahead and click on, enter, and it will pop it into place here.

 

Once you've got everything home put into your document you can create the reference list or bibliography because it is just a paragraph, going to hit enter a few times to get away from that paragraph, go back to the toolbar.  Click on, add/edit bibliography.  And it will pull out all of the citation information from the paragraph or your entire document.  And put it in alphabetical order.

 

There's no way to absolutely guarantee that these will be perfectly correctly formatted as far as APA.  So sometimes you have to go in and tweak things.  So just because you are using citation management software, it does not mean you never have to think about APA formatting again.  No, wrong answer.  Still have to know how to do that.  You are still responsible for it.  It is not that the dog ate my homework, citation management software told me to do it this way.  That is not going to fly with any of your professors or anybody else along the way.

 

Say do still have to go through and look and go, okay, fine.  And you can just click on these and make any changes that you need to make.  I honestly think it is easier if you have the titles that you need to change from the title case two sentence case, to do that in the software itself.  That way it is going to be formatted the way needed to be, and you do not have to worry about fixing it later in a document.

 

Just want to double check and make sure everything else looks good and looks like it is properly formatted.  If it is able to find a DOI number from the database, it is typically, like we saw with Zotero, it pulled things across but not always guaranteed so you still might end up having to track that kind of stuff down too.

 

Definitely it will save you time, it gives you the beginnings of citations, but you still have to go through and double check things and make small tweaks and corrections here and there.  But it is easier than going through and typing out every single part of a citation yourself.  Here, you will see it is pulled across somebody's email address for whatever reason.  That would be something that you would want to go in and take out.

 

Definitely cannot depend on citation management software to do all the work for you, but it saves time.

 

Do we have any questions about that?   I can show you the Mendeley version really fast.

 

>>   LYNN VANLEER:  No questions.

 

>>    TRISH PIERSON:  More demos! With Mendeley, we do not see a little Mendeley  tab, we just use Zotero. You have to click references.  The references tab will be where you will find a lot of other things.  There is a connector for EndNote, and there's a connector for Mendeley, etc.

 

We will see that Things are pretty similar.  I put my cursor where I wanted to be and I will go up to the Mendeley section on this stat. there's no good way to get Mendeley  to open up the mini library version.  So here you really do have to know more about the author name or whatever, and I just want to randomly start typing things because I don't know all the names of our authors that we have grabbed.  I will click on that.

 

Here you see it allows you to keep adding things to that same box.  You do not have to do the multiple sources think like we did with Zotero.

 

I will pick something else and I will pick something else as well.  When we are done adding the things you want to add, we will click, okay.

 

And you will see that it has popped it in the same way Zotero does. We will do a couple more of these.  Backup to the reference tab, click, insert citation, for Mendeley. Randomly type stuff in here. We will do another set and then we will do the bibliography.

 

References tab, click on, insert citation, find some more things to add. and then click, okay.

 

Again, what I will do since we have a paragraph is enter a few times to get away from the paragraph, go back up to the references tab or we have the Mendeley section and click on, insert bibliography.as with Zotero, it will grab the information from your Mendeley library and it will drop it in here.

 

Again, it is not perfect so you do have to still go through and make sure that things are properly in that APA format.  And that is how that works.

 

Any questions, Lynn.

 

>>   LYNN VANLEER:  We do not.

 

>>    TRISH PIERSON:  Great, what I will do since we talked about working at the forums and things for information -- so, this is Zotero website, it is really easy to find the help information they have in the forums.  At the top of the page, you do not even have to be signed in, there's a section for documentation.  There's a tab. if we click, documentation, that opens up all their help information.  You will see the quick version, quick start guide and frequently asked questions, etc.  If you need fast quick information that is pretty basic.  It is probably going to be there.  And then it will be broken out but they are pretty direct, getting stuff into your library.

 

It will tell you how to add things, there are a lot of things that citation management software can do that we did not even take a look at tonight because we do not have the time.  You will see there's quite a bit of information here about the syncing and your preferences and setting things up and getting the most out of Zotero, and the plug-ins and the third-party documentation.  There's a lot of information you can find just here in the help section.

 

If you have more specific tech-support type questions, if you click on, forums, here  is where, people will post questions and answers to lots of different tech issues.  There's just a little search box in the upper right, and you can type in a few words that will match up, so maybe maybe PDF or you could try that and that might be too big, so you could do something like -- saving PDFs or -- something along those lines if you're trying to find out information about white is the PDF -- pulling PDFs across seem not to be working.

 

You can see this quite a lot of questions and answers here.  So you can sometimes just look through that first page and see if you see something that matches up   And if not, search through, and if you cannot find an answer to your question, you can always post your own question for you do need to have an account with Zotero which is totally free, you have to register.  It is a good idea to register with them, you create an account and that is how you can sink things and back up Zotero as well, just in case anything happens to your computer.  Then you can always re-download the Zotero desktop and sync that stuff to it so you're pulling it back out of the cloud and it is not just lost forever because your computer crashed.

 

This is what we really, we tell people this is  where to come to get to those sorts of answers because, as you can see, there's all kinds of questions that people posted in all kinds of things going on here.  We just don't have somebody just to be tech-support for this kind of software.  Unfortunately. It falls off on people to come here and get answers to your questions. 

 

And so we will take a quick look at Mendeley. This is actually the -- this is what your library would look like in Mendeley. It's a little harder sometimes to find information that you would need for the help pages and such.  You used to be able to just go to the bottom of the feed page, but now they have changed that around.  So what I end up doing is just picking up one of these other items, like I think data sets would work.  If you're looking for data sets, this is a newer thing they are doing, they are finding free stuff online.  It is a little bit like the Google data set type thing that they are doing as well.

 

It can be quite interesting to check this out but if you scroll all the way down -- not on that page -- this is why really wish, they stop this bottom part on every page and now it is only on some see have to go across the tabs looking for a page that's going to let you scroll down and see the support section.  Silly, I'm not sure why  they changed that.  I don't think far the better.  So under support you are going to see help guides, that will be guides, tutorials, etc.  Soul videos and tutorials.  The support page will be a little different, so let's take a look at the help guides.

 

You see here it is breaking in out like citation plug-in, web version, iOS, you look for the information you need, video tutorials, etc.  If you click on, support, that will put you on a page where you can get what is new, the top 10 FAQs and also has contact information so if you have questions you can contact them to try to get more information about whatever your issue is.

 

I have not used them so much for support so I'm not really sure how good they are at that.  The Zotero people, considering most armed volunteers, you can actually get pretty quick responses, which is a little bit crazy.

 

Just one quick last thing we will take a look at.

 

>>   LYNN VANLEER:  I have one question for follow-up when you are done with this.

 

>>    TRISH PIERSON:  Okay.  I just want to, these are links to some of the different guides that we have.  And I will show you where you can find those in the library webpage.  If you are on the Leper homepage, you want to look for this big button that says, library skills.  It is a little bit down on the page on the right.  You click on that, and on the left side of the page there's a box that says, build a library skills, and you will see "library skills guides"  is the first link.  Once you click on that you will see research help, and so you will see citation management software. That is our guide that has a lot of different information about just general things about citation management software.

 

And then we do have another separate guide for Mendeley and one for Zotero. That will have a little bit more information about how to use those.  So if you're interested in learning more about those, definitely check out stuff on the website but also we do have the guides that we have created as well.  We have a lot of links back to their website.  But we do have some other information on their too is a bit more specific, like under the citation management software guide is a list of different things to think about.  And one thing we did not really talk about because it gets too complicated is open URL resolver.  This is something that can be quite important.  and there's a quick answer here that will take you to the library's open URL resolver link, if you are using some different features like Zotero will let you use that and that is why it can get the full text and things more .EndNote something you can also use the open URL resolver with. A little bit like you can tell Google scholar that you are a student at Walden what the open URL resolver does become a student at Walden, I have access to that library and that open URL resolver will let it grab some things that some of the other software like the Mendeley does not dup because it doesn't have a place for that open URL result for information.

 

If you ever see something like, hey, I need an open URL resolver-- we have that in that library skills.  If you put open URL resolver in the search box, you will get a list of all the information on that topic.  This is always the good place to go if you can member anything else.  I have a link for the writing center for their APA page.  And that's another thing to check out a few questions about the formatting.  They are the experts we always point people in their direction because they are the ones are going to give you the correct answers in how to put things together correctly.

 

Question?

 

>>   LYNN VANLEER:  Final question which I think is perfect to end this, somebody wants to know is it okay to download two citation software's, and if so, it could it be done on one or two different computers?

 

>>    TRISH PIERSON:  I have both and I had EndNote for a while too, but I didn't want to pay for that after the free trial.  I wanted three different citation management software programs on my computer.  The only issue I have had is it if you have all the different connectors going in one Internet browser, sometimes I've had them get a little cranky. 

 

I ended up getting the corrector for the connector for Firefox and when we were looking at the Mendeley information, I was using Chrome. So it is installed in Chrome. So that's how I got that separate and working a bit better.  But you can have both.  I use both Zotero and Mendeley and I use them for different things. Mendeley as more networky sort of stuff that it will do.  If you are signed into the online site...

 

You will see things like it will suggest articles depending on what you have put in your library.  It will actually suggest people that are using Mendeley that are in whatever area you are in that you might be interested in.  If you've got publications of your own, you can put your own publications in there, and it will suggest things depending on what you published.

 

It is trying to kind of do a lot of matchmaking kind of academic matchmaking in a way.  It is saying, hey, you're interested in this article so maybe you would like this article.  And maybe this person would be interesting.  And you can follow people on Mendeley. So it's like academic social network stuff going on there. It can be useful for that.  And I found them interesting things because Mendeley is a bit like Google, it is searching all over the place.  Not just in the Walden library. You can find all sorts of information that we do not have you may end up having to track that down or use document delivery service to get it, but at least you know it is out there and exists.  And there's some interesting people who publish things that you would not affect maybe you would run into them eventually but it is just kind of an interesting thing that they are trying to do their with that kind of social networking stuff for academics.  So that is what I use Mendeley for a lot.  And then Zotero mostly for managing citations stuff.  So definitely you can you could use more than one citation management software at a time.

 

>>   LYNN VANLEER:  It is a good point, Trish, we had students the last two residencies reporting to us they're having problems running them both and I think using different browsers for the connectors is the way to go.  So that might be something we need to add as a quick answer or something because that has become kind of a repeat problem that if you are trying to run too much in one browser it will not work.

 

>>    TRISH PIERSON:  Yes, and I usually will sign out of Mendeley too, and only sign back into it when I'm using it. Zotero tends to run in the background and it is hard to log out of it.  So that is how I also deal with that.  It is just open Mendeley when I'm using it and the rest of the time keep it closed see don't have all that competition of too many things that are similar turned to run at the same time and get all crazy.

 

>>   LYNN VANLEER:  Good point.  We are a little bit over.

 

>>    TRISH PIERSON:  We are way over [Laughter].  Thank you all for being so patient and sticking around for all of this craziness.  Addition management is cool. I love talking about it as you can tell.  Sometimes it is hard to get me to shut up [Laughter].  But we are, we will wrap things up now.  And let you all go for the rest of the evening.

 

If you have any questions, feel free to contact us, you can always contact us through "ask a librarian" and we are happy to answer things began and if it's going to be like too much specific tech support stuff, we will when you towards those forums and place where you can get help from the software itself. So I hope you guys have a great rest of your evening and we will let you go.  Thank you for coming.

 

 

End Transcript

 

Created June 2018 by Walden University Library