[LTER-im] zotero for lter sites

Mon Nov 5 06:44:33 PST 2018

Dear IMs,

The best practices document on using Zotero as a reference manager for LTER site bibliographies is now complete and posted on EDI's external data management resources page.
https://environmentaldatainitiative.org/resources/external-dm-resources/

Thank you John Porter, Stace Beaulieu, and Elizabeth Dobbins for your contributions to the text and to everyone else who contributed to the discussion!

Tim Whiteaker
Research Scientist
The University of Texas at Austin

From: Whiteaker, Timothy L
Sent: Thursday, August 09, 2018 12:50 PM
Cc: IM committee <im at lternet.edu>
Subject: RE: [LTER-im] zotero for lter sites

Dear IMs,

I started a Zotero Best Practices document at
https://docs.google.com/document/d/1aaM2htz4rJLGo5XFuk88AWxO_sWmZl2TY0EEA7q7LMY/edit?usp=sharing

Stace, John P., Jonathan W., Marty, and Elizabeth are editors for it, and we'll carry on with this ad hoc and zero commitment working group outside of this email thread. If you want to join the discussion, check out our Slack channel or send me an email.
https://lter.slack.com/messages/CC55VUFA4/

Happy Thursdaying,

Tim Whiteaker
Research Scientist
The University of Texas at Austin

From: im <im-bounces at lists.lternet.edu<mailto:im-bounces at lists.lternet.edu>> On Behalf Of Jonathan Walsh
Sent: Monday, August 06, 2018 9:31 PM
To: John Porter <jhp7e at virginia.edu<mailto:jhp7e at virginia.edu>>
Cc: IM committee <im at lternet.edu<mailto:im at lternet.edu>>
Subject: Re: [LTER-im] zotero for lter sites

I'm very interested in it and I think it's would be very useful.

I'd vote for using Google Docs as the medium for the document.  I don't know if there is already a Zotero Best Practices for LTER doc.

I'd be interested in an informal working group.  I can't take on much right around now ;-)

I'd like to work on that API some more too.

On Mon, Aug 6, 2018 at 7:31 PM, John Porter <jhp7e at virginia.edu<mailto:jhp7e at virginia.edu>> wrote:

Tim,

We use Zotero (through ZotPress) for publishing to our WordPress site, but use EndNote as the backend database, periodically updating Zotero from it... (Liz, let me know if you want a copy of my instructions for updating Zotero from EndNote). I had considered using Zotero so PI's could enter their own publications, but soon realized that dealing with the duplicates, misspellings and other problems meant as much editing time as my data entry time if I do it myself (my latest ploy, use Google Scholar to find the pub, then download the Endnote Citation record for import).

For Research.gov we've used a modified output filter in EndNote.... It requires customization because Research.gov is very picky about text (ask Margaret for details). Let me know if you want to see the EndNote filter.....

At the network level, I'd need to get an idea from the PI's and students as to how they would like to use a network-wide bibliography. I think a major use tends to be for counts of publications in different categories for reports, but I don't know that too many people would actually just be browsing the bibliography.

Given the good web services API for Zotero we might be able to create composite bibliographies relatively automatically - just by sharing the API Key for site bibliographies with the LTER Biblioczar..... But that assumes everyone is OK with Zotero and we can actually find a Biblioczar! :)

-John Porter

On 8/6/2018 2:46 PM, Elizabeth Dobbins wrote:
Hi;

I'm interested in this.  I've got a zotero account (under my own name) that includes a lot of publications from legacy projects and background info. I've also got it wired into our WordPress site. We don't do anything fancy. No subset collections etc.  Our main goal is just to have a comprehensive list that can be searched.

I guess I'm most interested in how to divvy those up for official LTER stuff. And I hadn't thought of how to use it with research.gov<http://research.gov>.  Our PIs use EndNote completely separately from my efforts, and it would be nice to merge them somehow.

Am willing to serve on a working group if only to answer these questions.

Liz

On Mon, Aug 6, 2018 at 9:55 AM, Whiteaker, Timothy L <whiteaker at utexas.edu<mailto:whiteaker at utexas.edu>> wrote:
Dear IMs,

tl;dr Ignore if you aren't interested in Zotero.
Let's establish Zotero best practices for LTER sites. Who's in?

----------------

I'm getting started with Zotero as a reference manager for BLE LTER.  I'd like to identify best practices for using Zotero to catalog an LTER's publications.

1.       Does a "Zotero for LTER Sites" best practices document exist?  If not, then I want to start one, so…

2.       Would it be reasonable to create such a document?  Or would each site's implementation likely be too different to warrant an attempt at standardization?

3.       What's the best medium for the document?  Google Docs?

4.       Should we set up a working group or do this informally?

5.       Who's interested?  Stace, Marty Downs, John Porter, J. Walsh?

Some things I'd like answered in a best practice doc:

1.       How best to fill out metadata to support research.gov<http://research.gov> reporting? For example, for non-peer-reviewed conference presentations, the Item Type must be Conference Paper and you should use Proceedings Title instead of Conference Name since Conference Name doesn't import into research.gov<http://research.gov>.  There are also character limits in research.gov<http://research.gov>, apparently.

2.       What collections do sites find most useful, if any?  NES<https://www.zotero.org/groups/2124507/nes-lter/items/collectionKey/KMQGQ2SW> has "NES-LTER Conference Presentations" and "NES-LTER Journal Articles" collections under a broader "NES-LTER Product" collection, while BLE<https://www.zotero.org/groups/2211939/ble-lter/items/> currently has everything under the default Library.

3.       How should we name our collections or organize our work to facilitate sharing our items with the LTER NCO group<https://www.zotero.org/groups/2055673/lter_network>?  For example, should our three letter acronym be included in the collection name?

4.       Should we make an IM Zotero account or use personal accounts to manage the group?  NES (user lter-nes-info) and BLE (user ble-im) independently decided to make generic accounts for their site IMs.

5.       Should we prefix our group name with "LTER". Group searches<https://www.zotero.org/search/type/group> start from the beginning of the group name, so you won't find the BLE-LTER group if you search for "LTER", but you will find the LTER Network group.  If I named my group LTER-BLE then you could find my group by searching for LTER (but not if you searched for BLE!).

6.       How should we describe our items to support applications that our website end users will see such as ZotPress<https://wordpress.org/plugins/zotpress/> for WordPress sites and this JavaScript solution<https://github.com/twhiteaker/Zotero-JavaScript-Search-Client> for other sites?

OK, the answer to #5 is probably "whatever you want".  But dammit I don't want to have to think about any of this. I just want a best practices doc to show the way!

Tim Whiteaker
Research Scientist
The University of Texas at Austin

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