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SURI

UROC Summer Undergraduate Research Institute Library Guide

Why Zotero?

Zotero Your Personal Research Assistant

Zotero = your personal research assistant. "Zotero is a free, easy-to-use tool to help you collect, organize, annotate, cite, and share research."

About Zotero

  • an open source citation management tool
  • free accounts include 300 MG of storage
  • over 9,000 citation styles are supported!
  • citations will sync between the cloud and client components
  • available for Mac, Windows, and Linux
  • a project of the Corporation for Digital Scholarship & the Roy Rosenweig Center for History and New Media
  • community supported; see documentation https://www.zotero.org/support/

Getting Started

1. Register for an account. https://www.zotero.org/user/register/

2. Install Zotero. Click Download. Also install the Connector for your browser.

To Do: Ensure that you have a Zotero account and that the download and connector are installed on your device.

Cloud vs. Client

Web Account (Cloud)

  • Settings
  • Web Library (Create or Join)
  • Documentation & Forums

Client (Desktop)

  • Left pane - Collections (folders)
  • Middle pane - Resources in Collections
  • Right pane - Resource specifics

Populate Zotero with Citations

Favorite Method

  • Save to Zotero (Zotero Connector) in upper right of browser. PREFERRED
    • The icon changes based on the source type.

Additional Methods

  • Green circle + > link to file. Browse for a file on your device.
  • Drag PDFs onto the pane.
  • Magic Stick -- paste in DOI or PMID https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4147437/
  • Export from databases.
  • Import a citation in an accepted style (BibTeX or RIS) for exchanging data.
To Do: Add the following items to a Collection in your Zotero account.

 

Edit Citations in Zotero

Click on the source in the middle pane.

Make edits at right pane.

  • Change item type.
  • Add Author.
  • Add page numbers.
  • Ensure there is a DOI.

Notes & Tags

  • available to you

Additional Functionality

Right click on source in center pane for various options.

  • Add Note
  • Add Attachment
  • Add to Collection (makes another copy in a folder BUT will delete it here if deleted elsewhere!); may wish to Duplicate.
  • Create Bibliography from Item (paste into document)
To Do: Create a bibliography from the sources you have in a single Collection.

Use Zotero to Cite in Word

Open Word. Look for Zotero in the upper ribbon of Word. Select it.

Step 1: Document Preferences

  • Which citation style do you want?

Step 2: Start Adding Citations to Your Document

Zotero Quick Bar

  • Type in author name.
  • Select author.
  • Click on bar to insert page number.
  • Repeat as needed.
  • Hit enter when done.

Zotero Classic View (may be preferred if you want to see the authors & titles)

  • Search for author (upper right).
  • Select author.
  • Add page number.
  • Select Multiple Source. This will initially move the citation to the right panel.
  • Select another source. Hit the green arrow to move it to the right panel.
  • Enter page number.
  • Click OK or Enter when you have select all desired sources.

Step 3: Create Bibliography

Once you have added one or more citations to the document, you can created bibliography.

  • Click. Add/Edit Bibliography.
To Do:
  1. Start a Word document.
  2. Locate the Zotero "tab".
  3. Select the citation style you wish to use.
  4. Add a minimum of one citation to the document using the Quick Bar.
  5. Add a minimum of one citation to the document using the Classic View.
  6. Create the bibliography in your Word document.

Zotero Guide

zotero logo

Our Zotero guide provides instructions for using this citation management tool.