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Martha S. Grafton Library

Citation Help: Zotero

Information on properly citing research.

What is Zotero?

Zotero* is free citation management software that you can download to your device! Citation managers are programs that help you cite your sources and organize those citations. Often, citation managers will also have some features to help you organize the information you gather from your sources. Citation managers aren't perfect, so you will still want to look over any citations they help you write for errors before submitting your papers.

Zotero not only helps you cite your sources, but it makes organizing your sources easy too. Check out the short instructions below to get started and link to expanded documentation if you are interested. 

*Fully using Zotero involves a download program and a browser extension.

Setting up your account

Step #1Create a Zotero account

Go to Zotero.org and create a free account. This will be your online account, which allows you to check your sources on any computer, regardless of whether the Zotero add-on is installed.

 

Step #2:  Download Zotero and the Browser add-on

For full functionality, download the Zotero program and install the add-on for your preferred browser. You'll use the add-on to add sources from library databases and websites, and the program to organize your sources. 

*NOTE* For iMacs, the extension is built into the app. You will need to go to Safari settings to enable it.  

Step #3: Sync your Zotero account.

This will sync your online Zotero account and the add-on you've installed in your personal browser. That way, no matter what computer you're using, you can see the documents you've saved in your account. To sync. go to the settings icon, select "Preferences" from the drop-down menu, and then go to the "Sync" button.

Manage PreferencesSync

 

Step #4: Creating a collection

You'll want to create a collection to group all the sources you find for one project together. To create a collection, go to the Zotero window,  and click on the folder in the top left-hand corner. If you already have items in your main library, you can drag and drop those into the collection folder.

Add new collection

 

Step #5- Set-up your default citation style

To select a specific citation style for all your citations, go to gear button (or edit in the menu), then Preferences--> Export--> Default Output Format, and select the style you wish to use. If you don't see your preferred citation style, click on the Cite folder icon and click the Get Additional Styles link at the bottom of the citation style window. Also under the Cite folder icon, you can install the Zotero add-on to Word or LibreOffice, which makes inserting your bibliographies into your papers even easier. 

Choose your citation style

Adding items to your collections

The easiest way to add items to your collection is when you are searching article databases and the internet. When you see an item that you want to save, look for an icon on the right-hand side of the URL box.


The "note paper" icon

The icon looks like a little piece of paper. You'll get this icon when you're on the record of a specific article. Clicking on this will add the bibliographic information, full-text if it's available, and any keywords or tags associated with the article to your collection. If all you have now is the abstract, you can always add the full text later.

Save article

Once you've saved the article in your library, you can click on the triangle next to the article to get a saved copy of the full text, if it is available. You can also see keywords associated with all the articles in your collection.

Get full text


The "folder" icon

When you see this icon, it usually means you're on a page with a list of documents. If you click on the folder icon, you'll get a pop-up list of all the documents on the page, and then you can select the ones you want to save. You'll want to use the folder icon when you click on the document and it goes straight to the pdf. If you try to save the document when it is in PDF format, Zotero won't pick up any of the bibliographic information, but if you save the item through the folder icon, you'll get that bibliographic information.

Save a list of articles


The "webpage" icon

You'll often get this icon when you are browsing on web pages with no documents attached. If you click on this icon, Zotero will save the information from the webpage you're currently visiting.

Save a webpage


Create a new item from an identifier.

You can also add an item by typing in an identifier, such as an ISBN  (usually associated with books) or a DOI (usually associated with articles). Other, less common identifiers—such as PMIDs, arXiv IDs, and ADS Bibcodes—can also be used.


Create a new item (manually create items)

Or you can manually input an item and add all the bibliographic information in yourself.

Creating a bibliography

Before you create your citations, remember to set up your default citation style. Go to Edit-->Preferences--> Export--> Default Output Format.

To create a single bibliographic citation, just drag the record from the middle column of your Zotero window into whatever new location you'd like it to go. It can be a Word document, blog, e-mail, etc.

To create bibliography of all documents in a collection, right-click on the collection folder, and select "Create Bibliography from Citation...". Then, if you select "copy to clipboard", you can just paste the citations into your Word document.

To create in-text citations, you'll need to install a word processor plug-in. More information on that here.

More in-depth directions on Zotero's website

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