Zotero (pronounced "zoh-TAIR-oh") is an open-access, easy-to-use reference management tool that serves as your personal research assistant and helps you collect, organize, cite, and share your research sources.
Zotero is available for Windows, Mac, and Linux.
This guide will assist you with:
1. Go to https://www.zotero.org/download/
2. Download Zotero 6.0 - Available for Mac, Windows, and Linux
3. Follow the install directions
4. Install the browser connector (add-on/extension)
Zotero is laid out in three panels or columns:
Preferences & Syncing
Most settings can be adjusted in Zotero's Preferences:
Recommended Settings to Review:
Zotero not working properly?
1. Make sure Zotero is open on your computer
2. Make sure the browser extension is downloaded to the current one being used
3. Restart your browser after installing
Visit http://www.zotero.org/support/installation#troubleshooting_installation_issues for additional troubleshooting installation help.
The great feature of the connector is that you can be on any webpage, search engine, or library database and save any source to your Zotero library.
1. Depending on the online source you are looking at, the Zotero plug-in will display differently:
2. A save box will pop up at the top right and ask what Zotero folder the article should be saved to. If there is only one folder available, the source will save to that folder.
3. Open Zotero and access the source information as well as the source itself.
Adding sources from library course readings or other Canvas modules is possible by manually uploading said articles/sources.
What are Collections?
Collections are folders in your Zotero library. By default, any source that you save will display in the "My Library" section.
What are Tags?
Tags are descriptors you can apply to individual sources in your Zotero library.
Tags are useful for:
To use tags:
What are Notes?
You can take notes directly on individual items in your Zotero library. This can make it easier to keep track of the source of quotes, notes, and summaries. Notes are also searchable and there is no limit to how many notes you have on an individual item.
"Save as HTML" will allow you to save the bibliography as an HTML file for viewing in a web browser. This format will also embed metadata allowing other Zotero users viewing the document to capture bibliographic information.
"Save to Clipboard" will allow you to save the bibliography to your clipboard to paste into any text field.
Zotero can also help you create annotated bibliographies in multiple citation styles. Be sure to have your desktop application open to install the appropriate citation versions.
1. Go to "edit" in your top menu options and select "advanced search".
2. Select "cite" from the top options. Once there, click on "get additional styles" and choose the appropriate style for annotated bibliographies. Examples:
- Chicago Manual of Style, 17th edition, Note, with Annotated Bibliography
- American Psychological Association, 7th Edition, Annotated Bibliography
- American Psychological Association, 7th Edition, with Abstract
Once you have downloaded the intended annotated bibliography style, creating a references list is very similar to a standard bibliography with a few added steps.
In the "info" section of the Zotero metadata field, you will add the reference description before creating a reference list.
PLEASE NOTE: Copying the list to your clipboard will sometimes cause an error in the indentations of the list. To bypass this issue, save the bibliography as an RTF document and then open it in your word processing software.
This video will walk you through how to add citations to a Microsoft Word document, using the Zotero Plugin.
Set a default citation style:
Zotero has 12 default citation styles, but you may download others (over 8300 styles available). To set your default style:
Download other citation styles
Check out the Zotero Support Page for more tips & tricks as well as advanced users options: https://www.zotero.org/support/