About Zotero

Zotero is a free downloadable citation manager that easily grabs information from the web. Zotero allows users to save, organize and share references. You can also insert properly formatted citations directly into documents using Zotero’s Word add-in.

Basic Zotero Setup

To get started with Zotero, complete the following 3 steps:

  1. Register for a free Zotero account.
  2. Download Zotero 5.0 AND a Zotero browser connector. This short tutorial shows how to download Zotero 5.0 and the Zotero Connector.
  3. Set up Sync.
    • Open your Zotero client.
    • If using a PC, select Edit on the top horizontal menu, then choose Preferences.
      If using a Mac, select Zotero on the top application menu, then choose Preferences.
    • Select Sync in the top horizontal toolbar.
    • Input your Zotero username and password (what you created on www.zotero.org).

Integrating Zotero with Word Processors

Zotero is capable of integrating with Word, LibreOffice and Google Docs. Zotero’s Word Plugin should install automatically when you download Zotero 5.0. Once the the Zotero client is installed, a Zotero tab should appear within Word.

Downloading Additional Citation Styles

The Zotero client comes with several popular citation styles pre-installed, such as APA, Chicago and MLA.

If you need to use a style that does not come pre-loaded in Zotero, just…

  • Navitage to www.zotero.org/styles on the computer on which Zotero is installed.
  • Search for your desired style.
  • Select the style you want.
    • On a PC, click on a hyperlinked style and select Install from the resulting popup box.
    • On a Mac,
      • Click on your desired style. The style file will then appear in your computer’s Downloads folder.
      • Within the Downloads folder, select the appropriate file.
      • A popup box may appear that reads, Install Style. Select Install.

Capturing Online Data

Firefox, Safari, or Chrome users can easily capture online references and import them into Zotero by clicking Zotero’s browser icon, located near the address bar. If Zotero recognizes the “type” of item displayed on the screen, an item specific icon appears. For example, a folder icon represents a bibliographic list, a book icon represents information about a specific book, a document icon represents a specific article and a webcam icon represents a video.

Zotero icon in Safari and Chrome

Zotero icon location in Safari and Chrome

Connecting Zotero to W&L’s Holdings

To take advantage of Zotero’s Library Lookup function, you must add an openURL resolving link to your Zotero 5.0 client. Follow the below procedure:

  • Open Zotero 5.0.
  • If using a PC, select Edit on the top horizontal menu, then choose Preferences.
    If using a Mac, select Zotero on the top application menu, then choose Preferences.
  • On the resulting popup box, click the Advanced tab.
  • Under the OpenURL section, copy and paste the following address into the Resolver field: https://wlu.primo.exlibrisgroup.com/discovery/openurl?institution=01WLU_INST&vid=01WLU_INST:01WLU&
  • Choose OK. If you do not have an OK button, simply close out of the Preferences window.

Using Zotero in the Sciences

Zotero easily integrates with your word processor of choice ; but, some additional steps are required to ensure citations comply with scientific convention. For example, some scientific words must be italicized—such as Latin names of species.

If a title in your Zotero library contains a word/phrase that requires a particular style when included in a bibliography (when outputted from Zotero into your word processor), you must insert pre-designated HTML codes in Zotero.

Article Title:
Silk gene transcripts in the developing tubuliform glands of the Western black widow, Latrodectus hesperus
Merri L. Casem, Matthew A. Collin, Nadia A. Ayoub, and Cheryl Y. Hayashi

In the above example, to ensure that Latrodectus hesperus remains italicized when included as a citation or bibliographic entry, the title must be written as <i>Latrodectus hesperus</i> in your Zotero library.

See the full list of rich text formatting tags at www.zotero.org/support/kb/rich_text_bibliography.

Troubleshooting Zotero

Having a problem setting up or using Zotero? One of these troubleshooting tips may solve your problem! If not, feel free to contact Emily Cook for help!

PROBLEM: My Word plug-in didn’t install after I downloaded it!

SOLUTION: Microsoft Word may have been open during installation of the Zotero Word plugin. Save your documents and quit Word. Now, reopen Word. Your Zotero toolbar should appear. If not, try reinstalling the Zotero Word plugin with Microsoft Word closed–then reopen.

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