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  1. If it’s not a federal government document or on cc license, skip it until you’ve been trained to do more.

  2. Use the publisher’s record to add to Zotero. If unpublished, use the record where the work appears. When on the correct record, go to extension, and Zotero, and a pop up will appear that you can use to download the work and it’s metadata to Zotero. 

  3. On the Word document, record fed gov doc or cc lic as appropriate, and zot to indicate that you’ve added it to zotero.

  4. If the info loaded into Zotero seems minimal, check that the title, authors and URL have been added to Zotero. If not, add them manually, or add the work using a regular spreadsheet that will be input manually.

  5. Copy the citation going to “edit” and then “copy bibliography”

  6. On the info tab, change the format to journal articles.

  7. On the info tab, paste the citation into Journal Abbr

  8. On the info tab, If the work is a fed gov doc, copy and paste this rights note into the ISSN: “This work was written as part of one of the author's official duties as an Employee of the United States Government and is therefore a work of the United States Government. In accordance with 17 U.S.C. 105, no copyright protection is available for such works under U.S. Law.”

  9. On the info tab, If the work is on a CC License, copy and paste the name of the CC license into the ISSN

  10. On the info tab, If the URL is the DOI, change it to the URL

  11. On the notes tab, and any necessary notes and Delete any extra notes that Zotero created when adding the record

When A Set is Completed

  1. Go to file, and export Library.

  2. Select EndNoteXML.

  3. Check all the boxes.

  4. Click ok.

  5. Give the download directory a name that matches the set that you’re working on.

  6. Go to file, and export Library.

  7. Select EndNoteXML.

  8. Check all the boxes.

  9. Click ok.

  10. Give the download directory a name that matches the set that you’re working on.

  11. Attach the Word document and the directory you downloaded from zotero to a check work task.

Arxiv

  • If items in arxiv have been published, handle them as published works.

  • If the work isn’t published, process it using Zotero but do not add a citation if

  • Otherwise, note “arxiv” under it in the Word document

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