This document provides an overview of reference management tools and their effective use in research. It discusses the need for properly citing sources and managing references, and introduces some popular reference management software like Zotero and Mendeley. Step-by-step guides are given for downloading, setting up, and using the key features of Zotero and Mendeley, such as adding references, inserting citations, changing styles, and creating bibliographies. The document emphasizes the importance of reference management in research.
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Use of reference management tools in Reserch : Zotero and Mendeley
1. Effective Use of Reference
Management Tools in
Research
By
Dr. Shalini R. Lihitkar
(Former Professor and Head)
Shivaji University, Kolhapur, Maharashtra
Department of Library and Information
Science,
Rashrasanrt Tukadoji Maharaj Nagpur
University, Nagpur
09823886717
shalinilihitkar2015@gmail.com
2. Research IDs
https://orcid.org/0000-0002-4150-5174
Scopus Author ID : 41961406800
Web of Science ResearcherID is AAN-6596-2020
PublonsID: 3623907
https://scholar.google.com/citations?user=0dJJRRMAAAAJ&hl=en
https://www.researchgate.net/profile/Dr_Shalini_Lihitkar
https://vidwan.inflibnet.ac.in//profile/42016
https://profiles.impactstory.org/u/0000-0002-4150-5174
Zotero ID https://www.zotero.org/shalinilihitkar/library
Mendeley IDhttps://www.mendeley.com/profiles/shalini-lihitkar2/
Many more………
6. To fulfil Our academic requirements we are
writing a research papers, project reports and
thesis etc
For writing any paper, number of sources
on the same subject is consulted and help
is taken from many of them.
When any information is used in the process of
writing, it becomes important to mention from
where the information has been taken.
Providing citations and bibliography
14. Purpose of References
To furnish
complete
information of a
document
To provide
ordered
arrangement
of complete
bibliographical
details
To support any
statement made in
the work which adds
to the authenticity of
the work.
15. Why to provide Bibliographical
References
Credit to
earlier work Showing
awareness of
work already
done
Validate a point,
Explain
supplement
Provide cross
references
Acknowledge a
direct quotation
Paying tributes
to earlier
pioneers
Providing
background
reading
Identifying
original
publication
A new explanation
to an old
phenomenon.
16. What is RMS ?
• Citation of any research work is an integral part.
• Collecting, reading, managing and inserting citation is time
consuming task.
• We come across lot of publication which are relevant to our
research area.
• However, it is bit difficult for us to remember which research
work we had refered for our ongoing research.
• Reference Management System allows researchers to
collect, organize and insert citations while writng research
report.
17. Need of Reference Management
Software
Enhance the Presentation and citation of Research
To give due credit to authors
Avoid plagiarism
Time saving tool for writing research paper
18.
19.
20.
21. Some Style Manuals
Chicago Style Manual
MLA Style Manual and Guide to scholarly Publishing
ACS Style Guide: Effective Communication of scientific
information
AIP Style Manual. (American Institute of Physics)
American Political Science Association Committee on
Publications . Style Manual for Political Science .
American Psychological Association. (APA)
American Sociological Association ASA Style Guide
Council of Science Editors Style Manual committee: 2006.
IS:2381-1978 Indian Standard.
There are many more…….
22. Use of
Reference
Management
Tools
Use many
time in
generating
bibliographie
s Keep track of
the scientific
literature
It will saves
our time
Process can
be
automated
Retrieval of
reference
information
Link to easier
access to
full-text
content
Automated
management
of PDF files
DOIs and
other
persistent
identifiers
23. Functions of Reference Management
Software
Store
•Articles, e-books, audio recordings, artwork, and computer
program etc. in the software.
Import
•
•All metadata from various databases e.g google scholar,
science direct , pubMed etc.
Expor
t
•Personal database with colleagues.
Writing
notes
• It gives us function of on saved articles
Searc
h
• Duplicate items in the software.
24. Link
•file from the computer folder.
Create
•personal database of research in
various styles that can be carry forward
to next generation.
Collect , store
organize
•references and also insert citation in
body of text.
25. Other functions of Reference Management
Software's:
Import citations from bibliographic databases
and websites
Gather metadata from PDF files
Allow organization of citations within the RM
database
Allow annotation of citations
Allow sharing of the RM database or portions
thereof with colleagues
Allow data interchange with other RM products
through standard metadata formats (e.g., RIS,
BibTeX)
Produce formatted citations in a variety of styles
Work with word processing software to facilitate
in-text citation.
28. About Zotero
• Zotero is the open source citation manager tool.
• Developed by Center for History and New
Media at George Mason University.
• The tool offers users a variety of ways to store,
manage, and cite bibliographic references, such as
books, journal articles, and websites with a single
click and then easily store related PDF’s, images, links
,whole web pages and any other files.
• It works as an add-on for chrome/firefox and safari.
31. I. Downloading Zotero and Zotero connector.
II. Integrating Zotero to word.
III. Creation of folders/collections.
IV. Putting references into library:
a) From websites
b) PDF
c) By identifier
d) Manual entry
IV. Insert referencing in the documents:
a) Insert references
b) Insert bibliography
47. Go to desired website if that page contains Zotero icon in
extension box of your browser turns to yellow
#Putting references in library: a) From
Websites
48.
49.
50.
51. Click on yellow box and select the particular references
you have to add >select collection>ok
52. Drag and drop your pdf to Zotero tool in specified
collection and Zotero will retrieve all the metadata
automatically.
#Putting references in library: b) From pdf’s
53. Click identifier mark and enter ISBN,DOI,PMID and hit
enter to automatically retrieve metadata of specific
document.
#Putting references in library: c) by identifier click
54. Click New item and fill the particulars of the documents.
#Putting references in library: d) Manual Entry Click
here
55.
56.
57.
58.
59.
60.
61.
62.
63.
64. Click where you wants to insert citation in word>click
zotero @ upper pan in word>add/edit citation,
#Inserting References in documents: a)Insert
references
Click
here
65. Insert keywords of reference you wants to add in
box it will show related references in library>hit
66. We can change styles of reference in document
preferences menu as per our choice
Click here
67. We can add and manage styles by clicking manage
Click here
69. New window will come up with Zotero style repository>
double click preferred style and it will be added to
directory
70. Click where you have to add bibliography in
word>Zotero>add/edit bibliography>bibliography will be
added in prior specified style.
#Inserting References in documents: a)Insert bibliography Click here
71. Zotero Web Account
• On www.zotero.org you can create a Zotero account.
• You need a Zotero account to synchronize your library,
participate in groups, or post to the support forums.
• Data synchronization transfers library items, notes, links, tags,
etc.—everything except attachment files—between your local
computer and the Zotero servers, allowing you to work with your
data from any computer with the Zotero extension.
• It also allows you to view your library online on www.zotero.org.
• To synchronize your data with the Zotero web server, open
Zotero's Sync preferences tab and enter your login information in
the Zotero Sync Server section.
92. Go to the top right-hand corner of your browser and click on the download
button. This opens a list of applications that you have downloaded from
the internet. Click on the “Mendeley-Desktop-1.17.11-win32.exe”.
93. A pop-up appears on the monitor. Click “yes” which will
lead to a Wizard Setup to also come up. If you follow the
instructions, it’ll eventually allow you to install the
application.
95. The “literature search” allows you to find some pieces of
literature and gives you the relevant pieces of information
about the piece – an example if you enter the
term“lysosome”:
This allows you to see where the article/chapters are from, their year of
publication, volume number, abstract and name of authors (as well as other
details).
96. How to reference/Cite on Mendeley
1. Click on “tools” on the top left-hand corner of the
application and select the option “install WS word Plugin”
97. Open your document on Word. I will use a blank
document as an example – on the toolbar, Select
“reference” – directly beneath it, you’ll see “insert citation”
98. When you want to cite, select “insert citation”
and a pop up will appear. Click on “Go to
Mendeley”:
99. This will open your “library” of saved references on your
Mendeley application. Click on the relevant document and
select “Cite” – this will transfer the citation directly onto
your word document.
100. Once you have completed your work on the document,
you can insert a bibliography simply
by clicking on “insert bibliography” under “references” on
the toolbar.
101. This will insert a list of all the
references you have used when
writing the document.
103. This will open the Mendeley application and a window called “citation styles”.
You can choose from the installed styles. If your style is not there, you can
check “get more styles”. Once you select your preferred style, select “done”
and that will automatically change the type of style on your word document.
104. How to merge citation
Sometimes when writing, more than one citation is
used. These citations can be merged using Mendeley.
The principle is similar to citing as mentioned above
but there is an addition to the process.
1. Cite both sources as illustrated
2. Highlight the citations and click on the “merge” option
in the reference toolbar
3. The citations merge together. This can be done with as many
citations present.
105. How to add more literature
pieces to Mendeley
Although Mendeley is a great application which contains
many literature pieces, it is limited, and you may not find the
literature piece that you want on it.
If that is the case, no need to worry as Mendeley
accommodates for the situation in two ways and
you are able to use whichever way is more convenient for
you to cite the literature piece that you want.
1. Drag and drop
2. Web importer
Drag and drop
This works exactly the same way that it sounds. You need to
download the document that you want and drop it into
Mendeley as illustrated below:
106. 1. Let us assume that this document isn’t found on
Mendeley’s “Literature search”
108. Open the Mendeley folder that you want the literature
piece to be a part of and drag the downloaded document
into it as seen below
109. The literature piece gets uploaded onto Mendeley and is
ready to get used for citation as shown earlier. This is the
first way of citing a document which isn’t found in the
literature search.
110. Web importer is an application located on
browsers toolbar.
It allows the user to import
documents/literature pieces directly from the
search engine to the Mendeley application
reference library.
Web Importer
111. To install the web-importer, click on “tools” at the
top of the page and select “Install Web Importer”.
112. A webpage opens up. Scroll down and select
which browser you would like to add the web
importer extension to. Complete the process by
“downloading the browser extension”
113. Once you have signed in using the same email used in the
desktop Mendeley application you are able to import any
documents directly from the webpage to any folder in your
account. You also have the option of downloading the PDF if it
is available for free on the webpage.
114. Once you have saved it, you can
access it in the library of the
desktop application.
All the documents that are saved on
your library on the Mendeley desktop
application can also be accessed on
the Mendeley webpage if you sign into
your account and click on “library”.
125. To Sum-up
Each cited BR carries a message to the
scholars.
Hence references ought to be
sufficiently complete.
For authentication of one’s research
output and to avoid plagiarism which
can cause adverse consequences , use
the RMT .
You should create your profiles for
boosting research visibility .
