---
# System prepended metadata

title: Zotero guide
tags: [about-us, process, tools]

---

# 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

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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).

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## 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.
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## List of IOI approved tags

See: https://hackmd.io/@investinopen/tags. :round_pushpin:

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## 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

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## 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

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This page first published: 2022-06-03

###### tags: `about-us` `tools` `under-construction` `process`

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