Zotero document manager and its use posture (updated from time to time)

First, let's talk about why we recommend zotero Well

Zotero Support a variety of literature import methods , It mainly includes Internet automatic identification 、 Manual input 、 File import 、 Add through the identifier （DOI, ISBN, PMID）、 adopt PDF Metadata identification 、 Recognize from web pages . It is hard to imagine Zotero It can recognize Douban , When you see a good book in Douban , Click on the plug-in icon , All information related to the book is imported into Zotero in . It has the following characteristics ：

• Open source ！ Completely free ！
• Portable version available , Can be Firefox and Zotero Put it in U pan , Use on any computer
• You can extract the bibliographic information of documents in the web page with one click , Especially Chinese Literature （ The support for Chinese literature is rarely so good ）
• Documents can be exported quickly , Including the inscription 、 note 、 The attachment
• The software supports Chinese version ~
• Support mobile version （Android & iOS Both have mobile terminals ）
  ZotPad：iPad Version of Zotero
  zandy： Android version of Zotero
  bibup：iphone Version of Zotero

The above is mainly and endnote Comparison of , Many people also combine the two （ such as zotero The bibliographic titles in can be imported endnote Use in ）, In short, I like it . The installation process will not be introduced here , Search directly zotero Just download it from the official website . It is worth noting that when registering an account , The page that jumps out may have blank verification information , Firefox users can try downloading decentraleyes Open the plug-in again , Or use IE browser （ you 're right , yes IE, The magic opens in seconds ）, Otherwise set username It will directly generate personalized domain names , Don't take things randomly, haha .

word Use in zotero Import references

Properly installed zotero after ,word The corresponding plug-in or icon will appear in .（ The operating system is different , The presentation is also slightly different , The following is a windows In the system zotero）
The functions realized from left to right are ：
Insert or modify references at the cursor ; Generate or edit the generated reference directory at the cursor ; Modify reference format ; Refresh the reference directory ; Delete all zotero Field code and from zotero Library disconnected .

step

1. Stop the cursor at the document to be inserted , Click on add citation, Pop-up window , Select the citation format of references according to the invested journals .

2. Find the style you need , Click on ok, Enter an entry in the pop-up box to search for relevant literature , Click on the target document （ Repeatable search ）, After pressing the Enter key, something similar appears 【1】 Citation format .

Of course! , If you are not very familiar with the literature , Unable to recall the journal name accurately ,zotero It also provides another classic search form , Click on the left side of the search box Z The subscript of can be switched .

3. Click on add bibliography Then you can generate a bibliography

4. Some can't find word Plug-ins in , It is recommended to check first zetero Plug in , Is there the second item in the figure below , Next check word Add INS for , See if it is forbidden to start ; Or in word Manually load the expansion package , The plug-in extension is .xpi（ With plug-ins ）

Import citation style & Modify reference format

If the default citation format is not what you want , There are several ways to import citation styles ：
（1） stay zotero Client found preferences , Click to quote - Get more styles , Then a web page will pop up , You can enter the format you need in the search box as needed , Finally, download to local .
Such as commonly used in China ：chinese std GB/T 7714-2005（numeric,chinese)
（2） The suffix of the citation file is .csl style, We can go through SCL search by name Website search , After downloading, you can import through the plus sign in the lower right corner of the figure below .

Although you have chosen the required format , However, there is no guarantee that the final reference will be free from errors , However, compared with other similar software such as endnote and papers,zotero The journal name can be automatically abbreviated as required , This helps a lot , As for other mistakes , Some format parameters still need to be changed manually .
The format and usage of literature reference can be used for reference This article .
There are also some techniques that can improve the efficiency of use Click here .

In addition, I have to recommend a plug-in ——zotfile

Can enter the zotfile Official website download , restart zotero After that, you will find that there is one more under the tool zotfile preferences term .

1.zotfile preferences Item parameter settings （ to update ）

 Some parameter settings in this part were not introduced in detail before , Here, the settings of several parts commonly used by the author are posted for reference , After you know it in detail, you can modify it according to your habits .

general setting in , Two location Corresponding to the monitoring folder , That is, the existing literature address , Usually the download address （ It is recommended to choose the default download location of the browser , Equivalent to a temporary address ） And data storage directory , That is, the address where the document is stored , It is the actual document storage warehouse , It is also the general directory of all attachments （ Less changes ）.

renamimg rules in y、a、t Indicate year respectively 、 Author name and article title , The function of this setting will be explained later .

The above settings also facilitate the management of documents , for example , Find a random document , an , In the corresponding PDF Right click on the file , Select the location to open the file .

You can find , Name of subfolder （UI898V4L） It's not easy to understand , The naming of documents is not what you want , However, due to the setting of the above parameters , We are once again in the corresponding PDF Right click on the file , choice management attachments, choice rename attachments, There are the following changes ：

2. What is the use of this plug-in ？

1. Automatically add attachments
First, you need to customize the path （ It's just one of the above genneral setting), Then click Edit —— Preferences —— senior —— Documents and folders , Set the root directory of the connection attachment as in the previous figure custom location The same path . When it's done Zotfile New files can be monitored .

2. Automatically extract annotation text
Annotation extraction supports a variety of mainstream PDF reader , Let's say adobe For example , Demonstrate the annotation extraction function . Start by opening PDF file , Highlight a sentence , then , stay Zotero On the corresponding entry in the software interface , Right click , In the pop-up dialog box, select “Extract Annotations”, After that, a new one named “ Extracted Annotations ” Note file .

While extracting comments ,Zotfile Hyperlinks are also created under each comment ( See the figure on the right below ), Click the blue hyperlink after the comment text , You can successfully locate your notes . Reading a review of hundreds of pages , Such as Chemical Review And books , You can make highlighted notes first , Export comments , Then when you want to check , Click the hyperlink directly , Go directly to the destination page , Very convenient ！

notes ： at present Zotfile The supported annotation format is highlighted , Underline and corresponding pop-up comments . If there are text boxes or wavy lines, it seems that they are not supported for the time being .

At present, the exploration is not complete , If you have experience to share, please leave a message ~