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1 ZOTERO BASICS Register an Account in Zotero 1. Open Mozilla FireFox or download at: 2. Using FireFox go to Zotero: 3. Click Register Fill out the form and click the Register button to create your account Go to the you entered in the above form and click the Zotero link to verify your registration. 10/14/2013 1

2 Download Zotero for FireFox 1. Using the FireFox browser go to Zotero: 2. Click the Download Now button In the resulting page click Zotero 4.0 for Firefox. 4. If you see this installation prevention pop-up window, click Allow /14/2013 2

3 5. In the Software Installation pop-up window click Install Now Another pop-up window will indicate Zotero will be installed after you restart Firefox. 7. Click Restart Now. 8. After you restart Firefox, you will see zotero in the bottom right corner of your Firefox browser window /14/2013 3

4 Collecting Individual References with Zotero 1. Open FireFox. 2. Click the zotero icon in the bottom right corner of the FireFox window. 3. Zotero will open and display three panes: a. My Library contains the empty folders automatically provided by Zotero and any new folders you create. b. The list of references within a folder (you haven t added any yet). c. The details of a specific reference in a folder. 4. NOTE: if you click the zotero icon again, the three panes will disappear. 5. Click the folder icon in the first zotero pane. 6. The New Collection window will pop up. Enter a name for your collection (for example, paper topic, course name and number, etc.) 7. Select the Search@XU tab. 8. Type your search topic in the search box. 9. Click the Search button a 8 3b 3c 2 10/14/2013 4

5 10. At your search results click the title of a reference you want You will be taken to the full record for this reference. 12. Click the small zotero paper icon within the FireFox location box. 13. Your reference will appear in zotero s second pane. 14. Detailed information about this reference will appear in the third pane /14/2013 5

6 Collecting Multiple References with Zotero 1. Go back to your list of search results (multiple references on a page) 2. Click the small zotero folder icon within the FireFox location box. 3. All of the references on this page of search results will appear in the Select Items pop-up window. 4. Check those you want to add to zotero. 5. Click the OK button. 6. The checked references will then appear in the second zotero pane /14/2013 6

7 Download the Plugin (Add on) for Microsoft Word for Windows or Mac 1. Go to Zotero: 2. Log into your Zotero account. 3. Click one of the links for Windows, Mac, or Libre Office. 4. In the pop-up window, click Allow NOTE: The following screen shots will be for Word for Windows only. 10/14/2013 7

8 6. A download progress window will display briefly. 7. In the Software Installation window, click Install Now Click Restart Now. 8 10/14/2013 8

9 9. Open Microsoft Word. 10. In the ribbon, click Add-Ins The Add-Ins for Zotero include from left to right: a. Insert a citation b. Edit a citation c. Insert a bibliography d. Edit a bibliography e. Refresh f. Set document preferences g. Remove codes 11 10/14/2013 9

10 12. When you insert a citation or create a bibliography, Zotero will ask you to select a citation style. 13. Click the OK button. 14. Available citation styles include: a. American Anthropological Association b. American Psychological Association 6 th edition (Psychology, Nursing, Occupational Therapy, and Social Work departments) c. Cell (Biology Department & Vertebrate Physiology) d. Chicago Manual of Style 16 th edition (author-date) e. Chicago Manual of Style 16 th editions (full note) f. Chicago Manual of Style 16 th edition (note) g. Elsevier Harvard (with titles) h. IEEE i. Modern Humanities Research Association 3 rd edition (note with bibliography) j. Modern Language Association 7 th edition (English Department) k. Nature (Nursing epidemiology class) l. Transactions of the American Philological Association m. Vancouver (similar to Nature) 10/14/

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