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Use Zotero Effectively: a Self-Paced Tutorial

UNDER CONSTRUCTION

About Zotero

Zotero:

  • collects and organizes citations and PDFs
  • interfaces with word processors to insert footnotes/in-text citations into a document and create a bibliography of the sources used in a variety of citation styles

Get Started with Zotero (1:44) from McGill University Library

What to know about Zotero:

  • Freemium
  • Not-for-profit
  • Open source with many volunteer-built plugins
  • Does not mine personal research data
  • Web-based version is accessible for visually impaired
  • Created at the Roy Rosenzweig Center for History and New Media at George Mason University with initial funding from the Andrew W. Mellon Foundation, the United States Institute of Museum and Library Services, and the Alfred P. Sloan Foundation

What to install

Install Zotero 7 & Browser Connectors:

  • Before you begin the installation, close Microsoft Word or Open Office, if they are open. Download and install the desktop program Zotero 7.
  • Install the Zotero web browser connector(s). If you use Firefox and Chrome then open Firefox and install the Firefox Zotero connector, then open Chrome and install the connector. Safari is sometimes problematic with Zotero. Download and install Firefox or Chrome.
  • Register for an account with Zotero in order to sync your account.

Adjust Settings

To maximize storage space and efficiency, change these Zotero settings:

  1. Uncheck “Automatically take snapshots” (which fills up your Zotero account with unnecessary copies of web pages)
  2. Cite -->Word Processors –check the box for “Use classic Add Citation dialog” (which makes it easier to navigate large Zotero accounts)
  3. Sign in (link the account that you created at Zotero.org) and leave all the boxes checked to use Zotero for cloud storage of attachments

Get Started

Watch the video (Coming Soon)