Zotero guide - HackMD

# Zotero guide Last updated: 2023-07-06 URL for this page: https://hackmd.io/@investinopen/zotero URL for this site: https://hackmd.io/@investinopen/how-we-work --- IOI maintains a dynamic [Zotero collection (bibliography) of works related to sustainable open infrastructure](https://www.zotero.org/groups/4377072/invest_in_open). [Zotero](https://hackmd.io/@investinopen/tools-we-use#Zotero) is an open-source bibliographic citation management tool. It has a vibrant user and development community. :earth_americas: ## Getting started To get started as an IOI contributor to Zotero, see [Zotero's extensive documention](https://www.zotero.org/support/start), including its Quick Start Guide (with details on local installation of software). To join the IOI Zotero group, you need to have a Zotero account (register for a free account [at this link](https://www.zotero.org/user/register)). When you are logged into your Zotero account, go to the [IOI group page](https://www.zotero.org/groups/4377072/invest_in_open) and click "Join". Wait for a group admin to accept your request. ### Plugins We recommend you use [Zotero plugins](https://www.zotero.org/support/plugins) to automate the creation and management of items in IOI's collection. Among the most useful plugins: -- [Zotero Connector for Chrome](https://chrome.google.com/webstore/detail/zotero-connector/ekhagklcjbdpajgpjgmbionohlpdbjgc), an extension for saving citations from your web browser. -- [Zutilo](https://github.com/wshanks/Zutilo) for tag management. -- [Cita](https://www.wikidata.org/wiki/Wikidata:Zotero/Cita) facilitates integration of Zotero and Wikidata. For a quick demonstration of how to add an IOI publication to IOI's Zotero collection using the Connector for Chrome plugin, see [this video](https://drive.google.com/file/d/1cD2_2L74fcUs8FMSNeQpgs33imMXaelh/view?usp=drive_link) (internal access only). --- ## Checklist of IOI required elements When you add a new citation to IOI's Zotero collection, please perform the following actions. ### Folders :heavy_check_mark: Store each citation in a **topic folder**. Example: "[Community cultivation](https://www.zotero.org/groups/4377072/invest_in_open/collections/X3VTG9TI/items/97N8YDK6/item-list)" is stored in [IOI's Community subfolder](https://www.zotero.org/groups/4377072/invest_in_open/collections/X3VTG9TI). ### Tags :heavy_check_mark: Tag each citation with the name of the topic folder. Example: "Community cultivation," stored in IOI's Community subfolder, has been assigned a "[community" tag](https://www.zotero.org/groups/4377072/invest_in_open/collections/X3VTG9TI/tags/community/collection). :heavy_check_mark: Assign **additional tags** to each citation in order to make it easier to discover and retrieve in the future. Please use IOI's approved tags whenever possible: https://hackmd.io/@investinopen/tags. :round_pushpin: ### Capitalization :heavy_check_mark: In the title field, capitalize the first letter of the title and subtitle. Use lowercase for other words in the title. Capitalize proper names. More info: [APA citation style](https://hackmd.io/@investinopen/standards#Citation-style). ### Abstracts :heavy_check_mark: Please include an abstract whenever possible. Copy the abstract or summary written by the work's author or publisher. ### Notes :heavy_check_mark: Please **write a brief sentence** or two explaining how each work relates to IOI's mission. See Zotero's [instructional documentation](https://www.zotero.org/support/notes) as well as [examples of notes in IOI's "Training" folder](https://www.zotero.org/groups/4377072/invest_in_open/collections/9X2QSFXR). Aim to include in each note: - Description of the work. - Description of the work's importance to the topic. - Any notable issues/concerns/strengths/deficiencies in the work. - Context about the author(s) or the place the work has in the "canon" of literature. --- ## List of IOI approved tags See: https://hackmd.io/@investinopen/tags. :round_pushpin: --- ## List of folders Last updated: 2023-06-26 * Adjacent "infra" issues * Assessing nonprofits * Financial assessment * Capacity-building * Code of conduct examples * Countries * Framework * Community * Non-profit theory * On infrastructure * Water infrastructure * Funding models * Governance * Community governance * Nonprofit governance * [Incentive structure](https://www.zotero.org/groups/4377072/invest_in_open/collections/6PBPKSG7) * IOI in the news * IOI publications * IOI strategic support * Labour * Miscellaneous * [Open scholarship](https://www.zotero.org/groups/4377072/invest_in_open/collections/6NAT3AS5) * Open source software * Philanthropy * Effective altruism * Policies * [National science strategies](https://www.zotero.org/groups/4377072/invest_in_open/collections/ZDLBD8DG) * Preprints * [Publishing landscape](https://www.zotero.org/groups/4377072/invest_in_open/collections/PHWS8V87) * [Research data infrastructure](https://www.zotero.org/groups/4377072/invest_in_open/collections/ID49I57H) * [Strategic financial management](https://www.zotero.org/groups/4377072/invest_in_open/collections/9DGAL8PU) * Surveys * Sustainability * [Terminology](https://www.zotero.org/groups/4377072/invest_in_open/collections/7CY2B25Q) * [Training](https://www.zotero.org/groups/4377072/invest_in_open/collections/9X2QSFXR) * Uncategorized * Values and principles --- ## See also - IOI's [research reporting guide](https://hackmd.io/@investinopen/research-reporting) for authors - [Description of IOI's research output genres](https://hackmd.io/@investinopen/research-products) - [IOI publications catalog](https://hackmd.io/@investinopen/publications), 2019-current - Archived copy of this page (via the Internet Archive's Wayback Machine): https://web.archive.org/web/*/https://hackmd.io/@investinopen/zotero --- This page first published: 2022-06-03 ###### tags: `about-us` `tools` `under-construction` `process` --- <a rel="license" href="http://creativecommons.org/licenses/by/4.0/"><img alt="Creative Commons License" style="border-width:0" src="https://i.creativecommons.org/l/by/4.0/88x31.png" /></a><br />This work is made available under a <a rel="license" href="http://creativecommons.org/licenses/by/4.0/">Creative Commons Attribution 4.0 International License</a>. Users are free to share, remix, and adapt this work. (Please attribute [Invest in Open Infrastructure](https://investinopen.org/) in any derivative work).