Zotero How-To


Zotero is a free, open-source citation management tool that allows users to track and manage citations.

Installation
3 steps to fully install Zotero:
  1. Register Zotero Online
    • Register for an account
    • Sync and backup your references and documents online
  2. Download Zotero Desktop
    • ​Download to your personal computer
    • Allows Zotero to integrate into your existing word processing applications
  3. Install Zotero Connector
    • Automatically senses content on the web to be saved to Zotero
Linking Zotero Account
1. Open Zotero desktop application

2. Go to: Edit (in Windows) > Preferences 


3. Go to Syn Menu and enter your Zotero username and password 


4. If you already have resources saved to your Zotero account, they should begin to appear 
Tips
• Use the green refresh arrow () in the upper right corner to force sync
You can easily migrate your existing collection of references into Zotero.
Import References by File
1. Open Zotero desktop application

2. Go to: File (in Windows) > Import


3. Select the "A File" option and click Next


4. Find your file and click Open

5. Select your prefered options (defaults are usually fine)


6. Once items finish importing, click Finish
Tips
• Zotero supportes the following files types: 
Introduction
When adding references there are various options:
  • Manually
  • Unique Object Identifier
  • Connector
Manually Entering Items
1. Click the green plus icon () in Zotero desktop and select the type of item you want to add


2. Fill in the required fields with the item pane on the right
Unique Object Identifier (ISBN. DOI, PMID, arXiv ID)
1. Click the wand icon () in Zotero desktop


2. Enter the unique identification number (ISBN. DOI, PMID, arXiv ID)


3. Item will appear in you Zotero Desktop application
Zotero Connector
1. Find an online resource you want to cite

2. Click on the Zotero Connector icon in your browser (this icon will change depending on the type of resource - article , video , website , etc.)


3. If you get the following error message you need to open the Zotero Desktop application (or select the "Enable Saving to Online Library" option  which will open another window/tab and require you to log in to your Zotero account) 


4. Select the collection folder in Zotero where you would like to save the reference


5. Item will appear in you Zotero Desktop application

 
Introduction
​Once you have a list of references, you can easily add them to your documents in the form of citations and bibliographies.
Below are some examples of how to do this.
Using Copy & Paste
To create a simple bibliography or citation:
1. Select all item you want to include within Zotero

2. Right-click anywhere on the item and select "Create Bibliography from Items..."

3. Select your citation style (e.g. APA), your mode (e.g. Bibliography or in-text Citation), and method (e.g. Copy to Clipboard)

4. Open your word processor of choice and press Ctrl+V

 
Using Microsoft Word Plugin
When Zotero is first installed, it automatically creates a Microsoft Word plugin. This plugin should appear in the menu bar.

This plugin adds a number of tools to the ribbon.


 
Configure Zotero with the UM Catalog
To configure Zotero:
  1. Open Zotero  
  2. Click on edit
  3. Clcik Preferences.
  4. Click the Advanced tab.
  5. In the Resolver field under OpenURL
  6. Enter the following URL: http://miami-primo.hosted.exlibrisgroup.com/openurl/01UOML/01UOML_SERVICES
  7. Under Version, select 1.0.
  8. Click OK
You are now configured!

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