Step-by-Step Guide: Adding Entries to Zotero#

For Online (Web) and Desktop Target: Add entries to the Exhibition and Performance Documentation public group, tag them, check duplicates, and validate.

ONLINE (Web) Workflow#

No installation required. Works in any browser.

Step 1: Log In to Zotero Web#

  1. Go to zotero.org → Click Log In (top-right).
  2. Enter your Zotero account credentials.
  3. (Optional) Bookmark the group page for quick access.

Step 2: Join the Group (If Not Already a Member)#

  1. Visit the group link.
  2. Click Join Group (if public)

Step 3: Add Entries (Online)#

Verify first that your entry is not already in the library.

Option A: Manual Entry#

  1. Navigate to the “To Sort” collection.
  2. Click on the magic wand and enter the doi or ISBN
  3. If it doesn’t work Click on New Item (green ”+” button). Select the item type (e.g., Book, Journal Article, Web Page).
  4. Fill in metadata (title, author, year, etc.).
  5. Click Save.

Option B: Import from Web (Browser Connector)#

  1. Install the Zotero Connector for your browser.
  2. Navigate to the source (e.g., Google Scholar, journal page).
  3. Click the Zotero connector icon in your browser toolbar.
  4. Select the group library (“Exhibition and Performance Documentation”) and the “To Sort” collection.
  5. Click Save.

Step 4: Add Tags (Online)#

  1. Select the entry(ies) in “To Sort”.
  2. In the Tags field (right sidebar), type:
    • exhibition
    • performance
    • documentation
  3. Press Enter after each tag.
  4. (Bulk Tagging) :
    • Select multiple entries → Click Add Tag (tag icon) → Enter all 3 tags (separated by commas).

Step 5: Validate Entries (Online)#

  1. Check metadata :
    • Ensure title, author, year, publisher are complete.
    • Add DOI/ISBN/URL in the Identifier or URL field.
  2. Manually review :
    • Look for red error indicators or missing fields.
  3. (Limitation) Online lacks “Clean Up Metadata.” Edit manually for consistency.

Step 6: Move to Final Collection (Online)#

  1. Select entries in “To Sort” → Click Move To (folder icon) → Choose the final collection.

💻 DESKTOP Workflow#

Full-featured. Requires Zotero desktop app.

Step 1: Log In to Zotero Desktop#

  1. Open the Zotero desktop app.
  2. Click Edit → Preferences → Sync.
  3. Enter your Zotero account credentials.
  4. Enable Automatic sync (recommended).
  5. Click Sync Now to verify connection.

Step 2: Join the Group (Desktop)#

  1. Click File → Join Group.
  2. Enter the group ID (6441975) or search for “Exhibition and Performance Documentation”.
  3. Click Join (or Request to Join if private).
  4. The group will appear under Group Libraries in the left sidebar.

Step 3: Add Entries (Desktop)#

Verify first that your entry is not already in the library.

Option A: Manual Entry#

  1. Navigate to the “To Sort” collection.
  2. Click on the magic wand and enter the doi or ISBN
  3. If it doesn’t work Click on New Item (green ”+” button). Select the item type (e.g., Book, Journal Article, Web Page).
  4. Fill in metadata (title, author, year, etc.).
  5. Click Save.

Option B: Import from Web (Browser Connector)#

  1. Install the Zotero Connector if not already installed.
  2. Navigate to the source (e.g., Google Scholar, PDF).
  3. Click the Zotero connector icon in your browser.
  4. In the popup, select:
    • Library: “Exhibition and Performance Documentation” (group).
    • Collection: “To Sort”.
  5. Click Save.

Step 5: Check for Duplicates (Desktop)#

  1. Select the “To Sort” collection.
  2. Click Tools → Find Duplicates.
  3. Zotero will list potential duplicates. For each:
    • Compare titles/authors/years.
    • Right-click → Merge Items (if duplicate) or Dismiss (if unique).
  4. (Optional) Run Tools → Duplicate Items in Library for a full group scan.

Step 6: Add Tags (Desktop)#

  1. Select the entry(ies) in “To Sort”.
  2. In the Tags field (right sidebar), type:
    • exhibition
    • performance
    • documentation
  3. Press Enter after each tag.
  4. (Bulk Tagging):
    • Select multiple entries → Right-click → Add Tag → Enter all 3 tags (separated by commas).

Step 7: Validate Entries (Desktop)#

  1. Check metadata :
    • Ensure title, author, year, publisher are filled.
    • Add DOI/ISBN/URL in the Identifier or URL field.
  2. Use “Clean Up Metadata”:
    • Select entry → Right-click → Clean Up Metadata (fixes formatting, abbreviations, etc.).
  3. Check for errors :
    • Red exclamation marks indicate issues. Hover for details.

Step 8: Move to Final Collection (Desktop)#

  1. Drag validated entries from “To Sort” to the final collection.

Auteur: zrenaudie