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Importing Works to Activity Insight

Data entry tips for completing the faculty annual review.

What is Zotero?

Zotero is a free and open source reference management system. You can download Zotero for Windows, Mac, and Linux operating systems. You will need to install the desktop program and the plugin for your preferred browser. Plugins are available for Mozilla Firefox, Google Chrome, and Safari.

What is this page?

This page will show you how to export your publications from Zotero as a BibTeX file and import them into Digital Measures Activity Insight

Why should I do this?

You may find that this saves you time importing your publications into Digital Measures Activity Insight, especially if you already using Zotero. This is not the only way to batch import your citations into Activity Insight using a BibTeX file, there are a variety of other ways documented on the Digital Measures web site.

How do I do this?


Step 1: Export References from Zotero

In Zotero, select the publications you wish to export, right-click and choose Export Items...:

Export references from Zotero

Set the export to BibTeX and uncheck the translator options:

Select BibTeX export

Save the .bib file to a location on your computer.


Step 2: Upload BibTeX file to Activity Insight

Log in to and open Digital Measures -- Activity Insight. In the Research/Creative Activity Section, select Publications/Scholarship of Discovery:

Select Publications/Scholarship of Discovery

Click on the Import Items button at the top of the screen:

Click Import Items button

Select Option A: Import a file exported from another system and choose the .bib file you exported from Zotero:

Select Option A: Import a file exported from another system

After selecting the file, click Continue at the top of the screen.


Step 3: Matching Collaborators in the IU System

Now, you are asked to match co-authors from your publications to people in IU's system:

Match co-authors from your publications

Finally, review your publications to make sure they metadata is correct:

Review your publications

If you notice any errors in the metadata, you will need to fix them in Zotero and export a new BibTeX file to upload. When you are satisfied, click Finish Import at the top of the screen.

If you have any questions about this process or need help importing your references to Activity Insight, please contact the Center for Digital Scholarship: