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Using Zotero: Step 1. Download & Set Preferences

This document provides a 6 step guide to using the citation management software Zotero. Step 1 explains how to download and set up Zotero preferences. Step 2 describes how to add references to your Zotero library from websites, library databases, or by manually entering them. Step 3 covers organizing your library using collections, tags, and notes. Step 4 reviews how to cite references and create bibliographies in Word using the Zotero plugin. Step 5 discusses syncing your library to the Zotero server and sharing references through group libraries. Step 6 provides help resources for using Zotero.

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Jorge Sousa
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112 views3 pages

Using Zotero: Step 1. Download & Set Preferences

This document provides a 6 step guide to using the citation management software Zotero. Step 1 explains how to download and set up Zotero preferences. Step 2 describes how to add references to your Zotero library from websites, library databases, or by manually entering them. Step 3 covers organizing your library using collections, tags, and notes. Step 4 reviews how to cite references and create bibliographies in Word using the Zotero plugin. Step 5 discusses syncing your library to the Zotero server and sharing references through group libraries. Step 6 provides help resources for using Zotero.

Uploaded by

Jorge Sousa
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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USING ZOTERO

Step 1. Download & Set preferences


a. Download Zotero using Firefox from the zotero.org web site. b. Download the plugin for Word OR for Open Office from: http://www.zotero.org/support/word_processor_plugin_installation NOTE: Mac users need to install PythonExt in addition to the Word for Mac plugin. c. Set preferences. Open the Zotero window in your browser. Click on the gear icon and select preferences. d. On the GENERAL tab, click the box automatically attach associated PDFs if you want that option. e. On the SYNC tab, you can create an account at zotero.org if you want to sync your library to the zotero server. f. On the SEARCH tab, under PDF indexing, click the bar to install the pdf indexers. g. On the ADVANCED tab, under Open URL, change the RESOLVER url to:
http://sfxhosted.exlibrisgroup.com/emu

Step 2. Add stuff to create your Zotero library


a. Automatically. From a library catalog, or a library database, or sites like the New York Times and Amazon, Zotero detects the info on the page. Click on the icon (folder, book, page, etc) that displays in the address bar of your browser to add the item to your library. b. No auto detection? You can from many library databases export items in a RIS/Reference Manager/EndNote format and then import them into Zotero (using the gear button). c. To save a web site as an item, click on the blue page icon in Zotero (Create New Item from Current Page). This will save an image of the page that you can annotate and highlight. The text on the page is searchable in your Zotero library (if its indexed). To see if its indexed, click on the attached page image (its an icon with a camera on it). In the far right column in your Zotero library, youll see the file information. If it says Indexed: NO, right click the highlighted item (in the center column) and choose reindex item. If the information on the right changes to Indexed: Yes then the text on that saved page is now searchable in your library. d. To add a reference by hand, click on the green plus button in Zotero. Choose the type of item and add the data in the column on the right. e. You can attach files to the items in your library. To do so, either choose the paper clip icon at the top of the library OR right click on the item in your library and choose attach file. f. YOU CAN ALSO DRAG AND DROP A PDF into Zotero. Some pdfs will become searchable in your library. They must be capable of being indexed however. To see if they are indexed, click on the pdf in your library. In the far right column in your Zotero library, youll see the file information. If it says Indexed: NO, right click the highlighted item (in the center column) and choose reindex item. If the

information on the right changes to Indexed: Yes then the text of the pdf is now searchable in your library.

Step 3. Organize and Annotate your library


a. Create Collections a collection is a group of references by clicking the folder icon at the top

left of the Zotero window. Drag and drop items from whole library into collection (an item can appear in more than one collection). OR import an item into Zotero while this collection is open/highlighted. b. Add tags. Select an item, and in the right column, select the tags tab. Your tags display in the left column of your library. You can hide or show the tag display. If you click on a tag in the left column, it will show you only the items in your library with that tag. Deselect the tag by clicking on it again. c. Take notes. Select an item, right click and choose add note. You can also add standalone notes. Notes are searchable in your library. d. Search your library. Use the search box at the top, or click the magnifying glass to get to advanced search.
e.

Step 4. Write with Zotero


a. The Word plugin adds a toolbar to Word. On Word 2007, its under Add-Ins. On mac word 2008 its under the scroll icon after the HELP in the top menu bar. b. To insert a citation, click the first toolbar button, Zotero Insert Citation. Zotero will prompt you to choose a bibliographic style. Then select the citation you want and click OK to insert it into the document. c. Once youve added all your references, place your cursor at the end of the document and press the third toolbar button to insert the bibliography. ALWAYS CHECK THAT THE BIBLIOGRAPHY IS CORRECT!! d. You can also drag & drop Zotero references in to a Google Document or Word (or any text field in a web page) to create a formatted bibliography entry. e. You can also select references, right click to save as RTF, HTML file, Save to clipboard to paste into any text field, or to print.

Step 5. Syncing to the Zotero Server / Group libraries / Collaboration

a. If you sync your library to the Zotero server, you can access it from multiple computers. The Zotero server provides synchronization, group collaboration, and web access services for Zotero library metadata (bibliographic information), notes, and tags. Zotero server accounts are free. Zotero File Storage is an optional service that adds support for attached files like PDFs, images, and web snapshots to the Zotero server services. To sync, you need to create an
account at zotero.org.

Open your library. Click on the gear icon and select preferences. Click on the SYNC tab. Click on the Create Account link. Create your account and then add the username and password information to the SYNC tab. You can sync up to 100 MB of attached files to the Zotero server free. After that you have to pay for storage. b. If you want to share items from your library with others, you can create a Group Library. You need to have a zotero account to do this. At the top left of your Zotero library, there is an icon with two people, new group. Click on that to create a group library. You can invite others to join your library and group members can share references and attached files.

Step 6. Get help.


Zotero: http://www.zotero.org/support/ Research Guide: http://guides.main.library.emory.edu/zotero Brian Croxall, [email protected] Erin Mooney, [email protected]
Heather Williams, [email protected]

April 13, 2012

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