Difference between revisions of "Terroir - WordPress + Zotero"

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The WordPress plugin ZotPress allows you to connect your Zotero.org account and library to your WordPress site. Once connected you can use shortcode to dynamically create bibliographies or in-text citations using entries directly from your Zotero library.
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===Getting Started===
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This tutorial requires that you already have an account at Zotero.org and understand the basics of working with Zotero. The following steps work best if you have 2 tabs open in your browser - one open to your WordPress site and another to Zotero.org.
 
[[File:Zotero-create-api-key.png|thumb|right|300px|Create Zotero API Key]]
 
[[File:Zotero-create-api-key.png|thumb|right|300px|Create Zotero API Key]]
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===Setting up Zotero with an API/Feed===
 
===Setting up Zotero with an API/Feed===
 
#In another browser tab login into zotero.org and go to the [https://www.zotero.org/settings/keys Settings > Feeds/API page]
 
#In another browser tab login into zotero.org and go to the [https://www.zotero.org/settings/keys Settings > Feeds/API page]
 
# Click '''Create new private key'''
 
# Click '''Create new private key'''
 
#Give it a description (like ZotPress) so you know what it's being used for
 
#Give it a description (like ZotPress) so you know what it's being used for
#Accept the defaults and click '''Save Key'''
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#Set '''Default Group Permissions" to Read Only
[[File:Zotero-save-key.png| thumb|right|300px|Enter a description and save your key]]
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#Accept the remainder defaults and click '''Save Key'''
===Setting up ZotPress===
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[[File:Zotero-save-key.png| thumb|right|200px|Enter a description and save your key]]
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===Setting up ZotPress in WordPress===
 
#Login into your WordPress site
 
#Login into your WordPress site
 
#Activate the ZotPress plugin from your Dashboard
 
#Activate the ZotPress plugin from your Dashboard
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#ZotPress needs to connect to your Zotero account and is going to need to know your:
 
#ZotPress needs to connect to your Zotero account and is going to need to know your:
 
#* Account Type = Group
 
#* Account Type = Group
#* API User ID ''(from zotero.org - go to your '''group settings''' to view group ID in URL)''
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#* API User ID (in our case use your Group's User ID [[File:Group-id.png|thumb|right|300px|Find your Group's user ID]]
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#* ''from zotero.org - go to your '''group settings''' to view group ID in URL''
 
#* A private key ''(the one you created at zotero.org)''
 
#* A private key ''(the one you created at zotero.org)''
 
#* A nickname for the account to make it easy to reference i.e., Group7
 
#* A nickname for the account to make it easy to reference i.e., Group7
 
#Click the '''Validate''' button when you're set
 
#Click the '''Validate''' button when you're set
 
#Choose your default options and click next
 
#Choose your default options and click next
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===Adding citations to site's posts/pages===
 
===Adding citations to site's posts/pages===
 
ZotPress uses a set of shortcodes with parameters to call the plugin and pull filtered content from your Zotero account. To learn how to use these shortcodes:
 
ZotPress uses a set of shortcodes with parameters to call the plugin and pull filtered content from your Zotero account. To learn how to use these shortcodes:
 
#Navigate to ZotPress in your Dashboard and go to the '''Help''' section and review the shortcodes
 
#Navigate to ZotPress in your Dashboard and go to the '''Help''' section and review the shortcodes
====Create a bibliography of a collection====
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[[File:Collection-ID.png|thumb|right|300px|Locate the Collection ID]]
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====Create a bibliography of a collection in WordPress====
 
#Navigate to and Edit your Bibliography page
 
#Navigate to and Edit your Bibliography page
 
#Add the shortcode that will display the Zotero references for a site-wide bibliography this could be organized by "Collection", "Tag" or perhaps your entire Zotero account (userid or nickname)
 
#Add the shortcode that will display the Zotero references for a site-wide bibliography this could be organized by "Collection", "Tag" or perhaps your entire Zotero account (userid or nickname)
#*To create a bibliography by collection use <nowiki>[zotpress collection=""]</nowiki> and enter the Collection ID
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#*To create a bibliography by collection use <nowiki>[zotpress collection=""]</nowiki> and enter the Collection ID between the quotes
#* To find the Collection ID navigate to the Collection in Zotero.org and note the ID in the URL
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#* To find the Collection ID, in Zotero.org navigate to your Group's Library and select the Collection/folder
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#* Copy the ID from the URL bar in your browser
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[[Category:2015-2016]]
 
[[Category:2015-2016]]

Latest revision as of 16:08, 7 March 2016

The WordPress plugin ZotPress allows you to connect your Zotero.org account and library to your WordPress site. Once connected you can use shortcode to dynamically create bibliographies or in-text citations using entries directly from your Zotero library.

Getting Started

This tutorial requires that you already have an account at Zotero.org and understand the basics of working with Zotero. The following steps work best if you have 2 tabs open in your browser - one open to your WordPress site and another to Zotero.org.

Create Zotero API Key


Setting up Zotero with an API/Feed

  1. In another browser tab login into zotero.org and go to the Settings > Feeds/API page
  2. Click Create new private key
  3. Give it a description (like ZotPress) so you know what it's being used for
  4. Set Default Group Permissions" to Read Only
  5. Accept the remainder defaults and click Save Key
Enter a description and save your key



Setting up ZotPress in WordPress

  1. Login into your WordPress site
  2. Activate the ZotPress plugin from your Dashboard
  3. Navigate to your ZotPress settings in your Dashboard and click Next to connect your Zotero Account to your WordPress site
  4. ZotPress needs to connect to your Zotero account and is going to need to know your:
    • Account Type = Group
    • API User ID (in our case use your Group's User ID
      Find your Group's user ID
    • from zotero.org - go to your group settings to view group ID in URL
    • A private key (the one you created at zotero.org)
    • A nickname for the account to make it easy to reference i.e., Group7
  5. Click the Validate button when you're set
  6. Choose your default options and click next




Adding citations to site's posts/pages

ZotPress uses a set of shortcodes with parameters to call the plugin and pull filtered content from your Zotero account. To learn how to use these shortcodes:

  1. Navigate to ZotPress in your Dashboard and go to the Help section and review the shortcodes


Locate the Collection ID

Create a bibliography of a collection in WordPress

  1. Navigate to and Edit your Bibliography page
  2. Add the shortcode that will display the Zotero references for a site-wide bibliography this could be organized by "Collection", "Tag" or perhaps your entire Zotero account (userid or nickname)
    • To create a bibliography by collection use [zotpress collection=""] and enter the Collection ID between the quotes
    • To find the Collection ID, in Zotero.org navigate to your Group's Library and select the Collection/folder
    • Copy the ID from the URL bar in your browser