Installing and Configuring Zotero

1. Go to https://www.zotero.org and install Zotero and the Zotero Connector for the browser you use

2. When prompted, set up a free Zotero account

3. In Zotero, go to the  edit menu then preferences. Select the citation tab, and choose Chicago Manual of Style, 17th edition, full note.

Combine using Zotero

1. Delete any works in Zotero from sets that have been already exported for loading.

2. Load all sets to be combined into zotero.

3. Go to file, and export Library.

4. Select EndNoteXML.

5. Check all the boxes.

6. Click ok.

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

8. Go to file, and export Library.

9. Select EndNoteXML.

10. Check all the boxes.

11. Click ok.

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

Move From XML into Spreadsheet

1. Use Notepad to open the XML file in the directory exported from Zotero

2. Find and replaced all instances of </author> with ||</author>

3. Find and replaced all instances of </keyword> with ||</keyword>

4. Use EditX to transform the xml using this XSLT file:

   1. Download the current version of the xslt to your computer if you don’t already have it.

   2. Open EditX

   3. Go to file and open document

   4. Use the drop down next to file type to select xslt 2.0 documents

   5. Select the current version of the xslt:

   6. Go to XSLT/Xquery and select Transform using XSLT

   7. The top box should have the name of the XSLT file already filled in. If not, find and select it.

   8. In the middle box, find and fill in the file that you need to transform.

   9. In the last box, select where you want the file to go to, and type in a file name that ends in .xml.

   10. Click Ok

5. Open the resulting file in Notepad do the following

   1. Find all instances of &#xD; and replace with nothing

   2. Find all instances of &nbsp and replace with nothing

   3. Find all instances of &amp;amp; and replace with &

   4. Find all instances of &amp;nbsp; and replace with (1 blank space)

   5. Find all instances of ||< and replace with <

6. Open a blank Excel spreadsheet. If you don’t see the developer tab, go to file, options, customize ribbon, and under main tabs, select the developer tab. Go to Developer, import, and select your XML file. Click ok. Ensure the next box say $A$A, then click ok.

7. Add the headers:

8. Check for any missing URLs in the dc.description.uri column and fill in any that are missing with publisher’s URL. If unpublished, give the URL where the work is available..

Troubleshooting:

• If there’s an error in an EXML document, you can open it in Microsoft Edge and it will identify the element with the error. You can then open the xml in Notepad and find that element.

• If importing into Excel goes wrong, there is likely a duplicate element in the XML.

Old XSLT:

Processing--Filling in each line should take approximately 15 minutes

Note that any element that needs be repeated should have the values separated by ||

The person processing is responsible for column A-0

• dc.rights should be changed to the appropriate rights note or CC lic

• dc.rights.uri should be the link to a cc lic when applicable

• dc.contributor.author should contain a complete list of authors

• dcterms.creator should include UMBC authors ORCIDS and authors should be corrected to match them

• dc.description.abstract All loaded keywords should remain. Any link only items without keywords need to have them added.

• dc.relation.isAvailableAt The full names of additional collections should be added separated by ||

• dc.genre numbers (find additional genre numbers by opening the Endnot XML downloaded from Zotero and find the number followed by </ref for example: “5</ref”) don’t necessarily match to our formats, but when they do you set the formats by finding and replacing and then adding preprints or postprints as appropriate

  • 47 is conference paper

  • 21 is film or broadcast

  • 19 is magazine article

  • 17 is journal articles

  • 12 is web page

  • 10 is conference proceedings

  • 6 is book

The person doing inputting tasks is responsible for columns P-

• dc.type should be changed when the work isn’t text.

• dc.language.iso should be changed when the work isn’t United States English

• dc.description.abstract Missing abstracts should be added.

• Note that all dates need to be in the YEAR-MO-DA format. Do NOT NOT NOT attempt to achieve this by changing the cell’s format to date. If you do this, all dates will have to manually corrected in Notepad and it will be a horrible, tedious task.

Steps when adding

1. Find all instances of </notes> and replace with </dc.identifier.citation>

2. Find all instances of ### and replace with </notes><dc.identifier.citation>