INSTALLING ZOTERO. If you already have Zotero, you may upgrade to the latest version.

Transcription

1 INSTALLING ZOTERO 1. Open the Firefox browser. (These instructions are geared toward the Firefox browser, however, beta versions of Zotero exist for Safari and Chrome. Go to the Zotero website for moe details.) If you don t already have Firefox, go to to download the most recent version of the browser for free. If you already have Firefox, check to make sure you have at least version Go to the Zotero website ( Choose Download Now. Please note that there may be an updated version of Zotero since the making of this worksheet. Feel free to install the newest version. These instillation directions should still apply. If you already have Zotero, you may upgrade to the latest version.

2 3. A software installation screen will pop up. Confirm that your download comes from Choose Allow. 4. A second installation screen will appear. Choose Install Now. If the Software Installation box does not open, see Troubleshooting (below). 5. Choose Restart Now to complete the installation. 6. You should see the Zotero logo in the bottom right corner of your Firefox window.

3 Troubleshooting When trying to download Zotero (at step 2, above), you may receive the following message in a yellow strip at the top of your screen: Firefox prevented this site from asking you to install software on your computer. If so, choose the Allow button to begin the download process. If so, choose the Allow button to begin the download process. Newer versions of Firefox will display a message bubble with the same information.

4 BUILDING YOUR ZOTERO COLLECTION ADDING AN ITEM and UNDERSTANDING YOUR ZOTERO SCREEN To capture an item and add it to your Zotero library, click on the zotero icon (often a blue or white book) in your address bar. The item is now in your Zotero library. To open your library & edit the entry, click the Zotero icon in the lower right corner of the browser.

5 Your Zotero screen has three panes: The left pane displays your full library ( My Library ) and collections you create. 2. The middle pane displays individual items in the highlighted collection. (A single item can exist in multiple collections. Move items by clicking and dragging to folders.) 3. The right pane displays information about the selected item. Click in any field or on any tab to add/edit information. (More about tabs below.) The top toolbar allows you to create new folders, access advanced preferences, create items from scratch, save links, take snapshots of websites, search your collections, toggle to fullscreen mode, and more. Roll over/click each icon to see available options. For each item, the right pane allows you to view/edit bibliographic information; add unlimited notecards ; add attachments (Word/PDF); create/edit tags, or keywords you define (subject headings are automatically imported as tags, when available); and make connections to related items in your library. You may edit all of these fields.

6 ADDING MULTIPLE ITEMS In addition to adding items to your Zotero library one-by-one, you can add multiple items simultaneously. From a search results screen, you may see a folder icon in the browser s address bar. The icon indicates the option to add multiple items to your Zotero library. Click the icon. A pop-up window allows you to select which of the available items you would like to add to your library. Pre-select the collection to which you want to add the items (in the left pane). Otherwise, import items to the general My Library collection and organize them later.

7 ADDING ITEMS MANUALLY Zotero may not be able to load citations from some sources or it may not load them correctly. In these situations, you can add items to your Zotero library manually. The Zotero document icon is not available in the browser s address bar. Instead, add a new item by clicking the green plus sign from your Zotero screen. Choose the appropriate document type from the drop-down menu. Add information describing the item. Edit each field by clicking to its right.

8 ADDING LINKS To add a link to a web page to your Zotero library, visit the web page in your browser. Open the Zotero screen and choose the link icon in the toolbar. Note that the information you can add about the link (in the right pane) is not as detailed as that of regular citations. ADDING WEB PAGES To create an item for a web page in your library, visit the web page in your browser. Open the Zotero screen and choose the Create New Item from Current Page icon. This gives you the standard fields for bibliographic information, as well as the tabs for more information (in the right pane). ZOTERO LIBRARY OUTPUT OPTIONS CREATING A BIBLIOGRAPHY Select the items you wish to include in your bibliography. To select multiple items, use CTRL + click. To select all items in a folder, right click on the folder in the left pane.

9 Right click and choose Create Bibliography from Selected Items. From the pop-up window, choose a citation format and output format. If you choose to Save as RTF or HTML, choose a location and name for the file. If you choose to Copy to Clipboard, your bibliography will immediately be ready to paste. If you choose to Print, a print dialog box will open. BUILDING A REPORT A report will include all bibliographic information about selected items, as well as any notes, tags, etc. you have added. To build a report about items in your collection, select the items you wish to include. (To select multiple items, use CTRL + click. To select all items in a folder, right click on the folder in the left pane.) Right click and choose Generate Report.

10 This entry illustrates the kind of information that can be included about an item in a report. IMPORTING INTO / EXPORTING YOUR ZOTERO LIBRARY To export your Zotero collection, open the Zotero screen. Click on the gear icon and choose Export Library. A pop-up screen will ask you to select a format type. Choose a name and location for the output file. To import files into your Zotero library, click on the gear icon and choose Import. Browse to the appropriate location and open the file.

11 INTEGRATING ZOTERO WITH MICROSOFT WORD Zotero offers a plug-in for Microsoft Word, allowing you to use your Zotero collection directly in Word. (Integration options are also available for OpenOffice and NeoOffice.) Visit to download the installer. Follow the steps of the download wizard to complete installation. Open Microsoft Word. You should see the Zotero toolbar. In Office 2007, the Zotero tool bar is found under the add-ins tab. If you are working with another version of Word, or on a Mac/Apple computer, the toolbar may appear in another place. Look for the icons, they should be the similar no matter where they appear. Insert Citation Edit Citation Insert Bibliography Edit Bibliography Refresh Set Document Preferences Remove Codes When you are ready to insert a citation into your document, choose the appropriate icon on the Zotero toolbar. Choose your citation style. A box will appear on the screen. Type part of the citation into the box. Once your citation appears on the list click on it. You can add multiple citations by repeating these steps before hitting enter. Zotero has inserted a formatted citation, according to the style you chose. (If you prefer the old format of Zotero, you can click the Z and select Classic View.) When you are ready to create your bibliography, choose the insert bibliography icon from the Zotero toolbar.

12 Zotero automatically inserts a bibliography of all the items you have cited. To add additional items to the bibliography (beyond those that you have cited in the text of the document), choose the edit bibliography icon. Choose the citation you wish to add from your Zotero library. Select the right arrow button to move the item to the bibliography list. Deselect an item from the bibliography by choosing it and clicking the left arrow. Once you have made your selections, choose OK. Your bibliography will automatically reflect the changes you made. Remember to always verify your citations! Zotero s citations are only as good as the data in the Zotero record. Often there are mistakes in the imported data, such as a title in all capital letters.

13 ACCESS YOUR ZOTERO LIBRARY FROM ANY COMPUTER To sync your library with the Zotero server, and therefore access your library from any computer, you must first register at You will receive an at the address you provide when registering. You must click the link in the to activate your account. After registering, click on the gear icon and choose Preferences... A box entitled Zotero Preferences will appear. Click on the Sync icon in the top left.

14 Type in the username and password you created when you registered and click OK. You are now synched with the Zotero server. Once you have set up one computer to work with Zotero, you can access your library from any computer with Zotero installed. To access from another computer, install Zotero and add your zotero.org username and password. Click the Zotero sync icon to initiate automatic synchronization of this computer with your Zotero server account. As you make changes to your library (add, edit, and delete items), those changes will be automatically synchronized with the Zotero server.

15 USEFUL LINKS Download Tools Firefox Web Browser: Zotero: Microsoft Word Plug-in: Zotero Tutorials & Documentation Basics, FAQ, Troubleshooting, & More: Compatible Sites: This is a listing of known sites/databases already compatible with Zotero. The list will continue to grow. Other sites may automatically work, as well. If Zotero does not recognize information on a site, you can always build a citation from scratch. MORE INFORMATION McLemee, S. (2007). Mark of Zotero. Inside Higher Ed. Retrieved February 11, 2008 from Young, J.R. (2007). New effort encourages professors to share the research materials on their hard drives. Chronicle of Higher Education. Retrieved February 11, 2008 from Portions adapted from 12/10

16 ZOTERO GROUPS CREATING A ZOTERO GROUP All group members: From the Zotero website ( click the Login link in the upper right corner. Enter your username and password. If you don t have a Zotero account, create one via the Register for a free account link. One group member: Once logged in, go to the Groups tab (or go directly to Choose the Create a new group button on the right side. Enter a unique name for your group. Choose what type of group you would like to create. (It s probably best to choose Public closed membership or Private.) Choose the appropriate settings for your group. (Note: Not required.) From within the group page, choose the Members tab. Choose the Send more invitations link to invite members into the group. Enter the usernames of your group members (separated by commas). Click the Invite members button. From within the group page, choose the Library tab. Under the Library Editing section, select the button for Any group member to allow all group members to add, edit, and remove items from the library. Click the Save settings button. All group members: Once one of your group members has created a group and invited members into it, either check your or refresh your groups page to view the invitation. Accept the invitation to join the group.

17 USING ZOTERO GROUPS Enable data syncing: For groups to work, you must have data syncing enabled. To enable syncing, open Zotero in your browser. Choose the gear icon in the Zotero toolbar. Choose the Preferences option. Choose the Sync section. Enter your Zotero username and password. Check the box for Sync automatically, as well as the boxes for in the File Syncing section (Sync attachment files in My Library and Sync attachment files in group libraries ). Click Ok. Add items to group library: Items can be added directly to the group library or directly to My Library, but not both at the same time. To add an item to both the group library and My Library, add it first to one of the libraries. Next, highlight the just added item in Zotero and drag-and-drop it to the second library. Note that the items are now separate copies. Changes to the item in My Library will not display in the group library and vice versa. Last update: 8/16/12