Zotero How-To

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

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Subject Specialist
To utilize Zotero to its fullest, it is best to set up Zotero's three main components in the following order:

1) Personal Zotero Account  2) Desktop Application  3) Browser Extension or Bookmarklet

1) Personal Zotero Account
2) Desktop Application
3) Browser Extension / Bookmarklet
In order to properly sync and manage all of your items and references, it is necessary to set up a Zotero account.
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 
• 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
• Zotero supportes the following files types: 
There are a variety of ways to add references and items to Zotero. Below are just a few examples.
With Zotero Connector
In order to use Zotero Connector, must do one of the following have Zotero Desktop application open before making your selection.

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

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
By Unique Object Identifier
If your. item has a unique object Identifier (ISBN. DOI, PMID, arXiv ID) you can add the reference automatically.
1. Click the wand icon () in Zotero desktop

2. Enter the unique identification number

3. Item will appear in you Zotero Desktop application
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.

Below is a list of Frequently Asked Question regarding Zotero


Frequently Asked Questions
Video Resources

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