[LTER-im] bibliography update

[Marty Downs]

Hi all,
*This is primarily addressed to the LTER information managers, but I am
copying PIs and admins to keep them in the loop.*

Thanks for the useful discussion yesterday. It's spurred a few updates to
the process for the LTER Network bibliographies.

1) *Joining the LTER Network Zotero group. *Those who use Zotero for
reference management are welcome to join the LTER Network Zotero group.
While you are logged in to the *account that you want to connect* with the
Network, search for the LTER Network group -- or go directly to this page:
https://www.zotero.org/groups/2055673/lter_network and request to join at
the lower right.

Zotero group members with write privileges can simply drag references from
your collection of "network" items to the corresponding LTER Network
collection.

2) *Identifying LTER site. **Do not add the field ltersite.* I had thought
I would adapt a translator to handle it, but that now seems unwise.
Instead, please add a keyword (LTER-ABC) to identify your site. Be sure to
export keywords to your BibTeX file. (also DOIs and URL's if you have
them). You are welcome to continue including accession numbers if you have
maintained them. If included, they will be used as the unique identifier,
but they are not required. If they are not included, Zotero will create a
unique identifier based on the author-title-year and entry type combination.

3) *Theses.* Zotero exports only phdthesis and mastersthesis and those are
the only two entry types that are recognized as standard BibTex (and the
only ones that NSF accepts in reports). Much as we would like to track
Bachelors theses, I think it will screw up your NSF exports to do so. It's
also clear that many sites have not tracked that information consistently
and recreating it is an unreasonable amount of work.

For the purposes of the 40 year review, *do not include* undergraduate
theses in your export. If you are tracking undergraduate theses currently,
please let me know how you are handling them and we'll try to come to some
consensus.

4) *Serial updates. *
We expect to request annual updates. Zotero has a good system for merging
duplicates that relies on a combination of author-title-year and
entry-type, but it still requires some manual attention.

In Zotero, the date-modified field will allow you to export only the
references that have changed after a given date. I believe that EndNote and
most other databases have a similar field. After this initial update,
please send only the references that have changed or been added since your
last update.

Thanks for your patience as I work through the kinks,

Marty

-- 
Marty Downs (she/her/hers)
Deputy Director, LTER Network Communications Office



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National Center for Ecological Analysis and Synthesis (NCEAS)
University of California, Santa Barbara
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