Zotero Basics

1.Linking Zotero to Microsoft Word

The latest versons of Zotero allow you automatically connect to Microsoft Word, making it easier to cite information or make a bibliography. However, in some versions of Zotero you cannot connect to word, so you may need to download the Word plugin for Zotero.

  1. First check to see if Zotero is already connected to Word before proceeding.

  2. With Word open look for this icon that looks like a paper scroll at the top of your screen, usually located between Window and Help.

  3. Click the icon and scroll down to Zotero. If you do not see an option for Zotero you will need to download the plugin.

  4. From this menu you can automatically add citations to your Word Document from Zotero.

Installing Word Plugin

  1. After successfully downloading Zotero go here to find the Word plugin.

  2. Choose the plugin for either Windows or Mac 15657827021_7022b1952b_b.jpg

  3. If you receive a message Zotero is already connected to Word and there is no need for the plugin.

  4. Once the plugin is successfully installed follow the steps above this section in Connecting Zotero to Word.

2.Zotero Standalone

Zotero Standalone runs as a separate application and plugs into your choice of browser. It works with Chrome, Safari, and Firefox.

Installing the Standalone

  1. Go to https://www.zotero.org/ and select Download Now 15416359487_80a72c3c45_b.jpg

  2. Choose Zotero Standalone and select your preferred browser.

  3. When downloading the Zotero Standalone you will be asked to give permission for it to run. Select Open.

  4. You have successfully downloaded Zotero! Now register your account! 14982283553_fd69c884b5_b.jpg

3.Zotero for FireFox

Zotero is a research tool that automatically senses content in your web browser and then allows you to add it to your personal library with a single click. Zotero allows you to organize research material and generate citations in both a note and bibliography form. To get Zotero go tohttps://www.zotero.org/. There are two ways to add Zotero.

  1. Zotero for Firefox
  2. Zotero Standalone

Zotero for Firefox

Zotero for Firefox lets you capture and organize all your research without ever leaving the browser.

  1. To add Zotero directly to Firefox, go to https://www.zotero.org/download/ using the Firefox Browser and click on the Zotero 4.0 for Firefox button.15578338376_d9636d2172_c.jpg
  2. Click Allow when Firefox prompts you with a security pop-up.
  3. Click Install in the following pop-up.
  4. Click Restart for Zotero to be on Firefox.
  5. Zotero has now been added to Firefox! You can register to be able to access your library on any computer with Firefox. 15415904508_a02c40c015_c.jpg

To learn how to use Zotero, go here. To learn more about Zotero, you can go tohttps://www.zotero.org/support/quick_start_guide.


Chrome App

If you are using Chrome as your web browser you will need to also download the Zotero App for Chrome.

1. Log into your Google Chrome Account

2. Navigate to https://chrome.google.com/webstore/category/apps

3. Search for Zotero

4. Install the App 15578963416_454109ab30_b.jpg

5. Now when on an article or other web source you will see a new icon in your browsers URL

You will now have the ability to sync your Zotero application with the Chrome web browser.

4.Zotero for Chrome

If you are using Chrome as your web browser you will need to also download the Zotero App for Chrome.

  1. Log into your Google Chrome Account

  2. Navigate to https://chrome.google.com/webstore/category/apps

  3. Search for Zotero

  4. Install the App15578963416_454109ab30_b.jpg

  5. Now when on an article or other web source you will see a new icon in your browsers URL, located in the upper right-hand corner. 

You will now have the ability to sync your Zotero application with the Chrome web browser.

5.Using Zotero

Adding Stuff to Your Library

Adding items to your Zotero library is very simple. All you have to do is click the icon that appears in far right side of the URL address bar. The icons differ based on what kind of material it is you are saving to your library. Once you click the icon, that item is automatically saved to your Zotero library on the browser.

15578338326_d71668782c_c.jpg15416805409_3c760bb876_c.jpg

To view your library all you have to do is click on the “Z” in upper right hand corner of the browser. 14982694304_348127a0a1_c.jpg

This is your library. 15579758826_a3080b97ce_c.jpg

You can also add items manually by going to your library and clicking on the little green and white + button. You will be prompted to enter the information about that material on the right side of your library. 15417839220_779d0dce9d_c.jpg

You can also add items through the different tool buttons Zotero provides in the library such as. You can create web page item from the current page, use the identifier tool to create items from codes such as ISBNs, and you can create notes that are either stuck to an item (Child Note) or are by themselves in your library (Standalone Note).

Organizing Your Library

Your Zotero library can be organized using several different features including collections, tags, and groups.

Collections

Zotero Library Your Zotero library is the place where all of saved items will be stored. However, it your library will not divide up your items for you. In order to divide up your items based on subject, the course, project, etc. you need to make collections.

To make a collection, all you need to do is click on the New Collection button in the very upper left hand corner of your library.

You will be able to save directly to your new collection and add items from your library to your new collection by dragging the items to your new collection.

Tags

You can organize your library or a collection by tags.

You can add new tags to items and then see all of the items with that tag.

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Groups

You can also organize your items by group.

To add a group, click the Add Group button. You will be prompted to sign in and then add your group.

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Generating Bibliographies, Citations and Reports

Generating bibliographies is probably the most helpful task that Zotero can perform.

To generate a bibliography, select all for the items you want to include in it (hold down Shift and click on the items you want cited) and then right click on the selected items and click on Create Bibliography from Items…16795993879_f91872b597_z.jpg

You can then select which citation style you want your bibliography to be created with. 16774800437_e4419d5986.jpg

Your bibliography will then be copied to your clipboard and ready for you to paste into your document.

For more complex features on Zotero, please refer to this page:https://www.zotero.org/support/start.

Zotero Standalone

The Zotero Standalone is not much different than the one for Firefox. The main difference when using the Standalone is that the application runs on its own does not use your web browser to access your library.

  1. Find Zotero on your computer and open the application (you may receive a message asking permission to run the program since it’s from the internet, so click ‘ok’ or ‘yes’).

  2. When the program is running you should get a window that looks like this:15474586648_1ae4b00859_b.jpg

  3. When searching for articles, newspaper, etc. on your browser you will now have the option of saving that information to your Zotero Library.

  4. When you are on a webpage that you want to save to your library, see if you have this icon in your url bar:

  5. From here you can follow the steps above under Zotero Firefox and Adding Stuff to Your Library.

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