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Workshop - Advanced Zotero

Zotero is citation manager that allows you to manage research. It collects and organizes different kinds of sources including scholarly articles, websites, and PDFs. It is an open source tool and available online or for download at https://www.zotero.org/.

It includes plugins to automatically import citations from the web and library resources, and it will automatically build your bibliography for you in the citation style of your choice (APA, MLA, Chicago, IEEE, and more). 

Intended Audiences

This workshop is for: 

  • Faculty
  • General Public
  • Graduate Students
  • Undergraduate Students
  • UVic Staff

This workshop is for a general audience; basic familiarity with Zotero is required (if you have taken our introductory workshop, Citations Made Easy: Introduction to Zotero, you’re all set!). It is applicable to those working with or managing research, including scholarly articles, websites, PDFs, and more.

Learning Outcomes

By the end of this workshop, participants will be able to:

  • Create and manage groups for collaborative writing

  • Learn how to highlight, tag, and link articles

  • Highlight and extract notes from PDFs

  • Generate reports

  • Merge duplicate items

  • Intstall new Zotero styles

  • Get the most of Zotero by exploring plugins

Outline or Agenda

Introduction (10 minutes)

Activities (45 minutes)

Pre-class videos, readings and exercises

If you have never used Zotero, please review our Intro to Zotero workshop activities, or spend some time familiarizing yourself with the software before attending this session.

In-class activities and instruction

Introduction & Video demonstration (10 minutes)

Presenter slides: https://tinyurl.com/advzslides

Activities (60 minutes)

Start here: Advanced Zotero

Activity 1 - Create a Zotero Group

Activity 2 - PDF management

Activity 3 - Organize Zotero using "Tags" and "Related Items"

Activity 4 - Create an "Item" and "Note" by highlighting text on a webpage

Activity 5 - Generate a "Report" of your notes and sources

Activity 6 - Merge duplicate items

Activity 7 - Install new Zotero styles

Activity 8 - Install plugins

Creative Commons License
This work by The University of Victoria Libraries is licensed under a Creative Commons Attribution 4.0 International License unless otherwise indicated when material has been used from other sources.