1. Chloe Riley | Research Commons Librarian | car11@sfu.ca

2. Need help with Zotero after today?
Contact the citation management experts list for remote support:
Contact us by , or set up a phone or in-person appointment.
Chloe Riley | |

3. How are you managing your references right now?

4. Why should I use Zotero? A free, open source citation management tool.
Helps you import, organize, share, and manage your citations and documents.
Helps you create correctly formatted in-text citations and bibliographies in almost any style.
Easily finds & formats relevant citation information from almost any website.

5. Today’s agenda Register for a Zotero account
Download & install Zotero install Zotero Connector
Add citations (3 different ways)
Organize your sources (folders, tags, de-duplication)
Create a bibliography (3 different ways)
Explore additional features (groups, adding citation styles)

6. Close and quit Microsoft Word!

7. Register for a Zotero account (it’s free!)
zotero.org
The first step to get started is registering for a Zotero account. It’s completely free to register, and you don’t need to use your SFU credentials. This is because Zotero is a free, open source tool that you will have access to long after you leave SFU.
I usually get to this page by Googling “Zotero,” but you can also type “zotero.org” into the search bar and click on “register” at the top right hand corner of the page.

8. Download + install Zotero
Go to zotero.org/download
Download + install Zotero 5.0
Install Zotero Connector
Zotero Connector doesn’t work with .Internet Explorer or Microsoft Edge or Safari If one of these is your preferred browser, ask me about your options!
The next step, once we’ve created an account, is to download the two different pieces of software that we need to run Zotero. From the zotero.org page, we’ll click on “download now”.
Zotero is pretty smart - it knows what type of OS (Mac, PC, or Linux) you are running, and which browser you are using to access its website.
What you can see in this screen shot is that I was accessing Zotero from a Windows computer, and using Chrome.
Your download screen might look different - if you’re on a PC, it will say ‘Zotero 5.0 for Windows’’; if you’re using Safari or Firefox, then it will have the icons for those browsers.
Make sure you download and install both of these parts: first, Zotero 5.0, and then the Zotero Connector for your browser.
Zotero does not work with Microsoft Explorer or Microsoft Edge, and is being discontinued for Safari 12. If you are using one of those browsers, please put up your hand and we can discuss your options.
Options:
Use the Zotero bookmarklet for any browser:
Info and options for Safari 12:
Finally: Mendeley works with IE.

9. Orientation to Zotero 5.0

10. Log in to Zotero Go to Preferences. Go to the Sync tab + login.
Windows: Mac:
Go to the Sync tab + login.
Ok, now that we have all created a Zotero account and downloaded and installed Zotero.
>Set up syncing will link your online & desktop version regularly.

11. The 3 Fastest Ways to Add Sources to Zotero
From your Web Browser (using Zotero Connector)
Drag and drop PDFs
By identifier (e.g., ISBN, DOI)

12. 1. Add sources from your browser using Zotero Connector
Find the Zotero icon in your browser.

13. 1. Add sources from your browser using Zotero Connector

14. 1. Add sources from your browser using Zotero Connector
Click on the Zotero icon to add a source to your library.
Your new source will show up in your Zotero library.
(If it doesn’t show up immediately, click “Sync.”)

15. 2. Add sources by drag & drop
Drag + drop a PDF from your computer into Zotero
To get the full citation information: Right click + select “Retrieve Metadata for PDF”

16. 3. Add an item by identifier (ISBN or DOI)
Zotero’s “Magic Wand” tool
Enter a unique identifier for your source (ISBN or DOI) and Zotero will search for it

17. Organize your sources
Save sources to folders (called Collections in Zotero)
Add or browse tags
De-duplicate your library

18. 1. Save Sources to Folders
Click on the folder icon to create a collection.
Drag sources into the created collection.

19. 2. Create Tags for your sources
Add tags to a source
Browse your tag cluster

20. 3. De-duplicate your Library

21. 3 ways to create references in Zotero
By drag and drop (references only)
Right-click to create a bibliography from items in Zotero (references only)
Using the Word or Google Docs plug-in (in-text citations and references)

22. Select citation style in Zotero
Go to Preferences.
Windows: Mac:
Go to the Cite tab to select a citation style.

23. Add References by Drag & Drop
Open a word document (e.g. MS Word, Google Docs).
Drag source(s) from your Zotero library into the document.
Click SHIFT and drag a source to create in-text citations.
Not appearing in the right style? Change your default export style:
Preferences – Export – Default Format

24. Export References by Right-Clicking in Zotero
Control-click to select items for your bibliography.
Right-click and select “Create Bibliography from Items.”

25. Export References by Right-Clicking in Zotero
Choose citation style
Output Mode: select “Bibliography”
Output Method: select “Copy to Clipboard” to copy the bibliography
Click OK
Paste into a word document (MS Word, GoogleDocs, etc.)

26. Finding the Zotero Word Add-In
For older versions of Mac (e.g. Word 2011), look for the script icon

27. Insert In-Text Citations in Word from Zotero
Add/Edit Citation inserts in-text citations.
Add/Edit Bibliography creates a list of references.

28. Insert In-Text Citations in Word from Zotero
Place your cursor where you wish to insert your citation.
Click on the Add/Edit Citation button.
Search for the source via author name or keyword.
Push enter to insert the citation.

29. Insert a Bibliography from Zotero
Place cursor where you wish to insert your list of references.
Click on the Add/Edit Bibliography button.

30. Changing the citation style with Zotero in Word
Click on the Document Preferences button.
Select the citation style you wish to use.
Click OK.
(If the style does not change, click the Refresh button in the Zotero toolbar.)

31. Add additional citation styles to Zotero
Go to Preferences and then Cite.
Click on the Get additional styles link.
Search for the style you wish to add.
Click on the style, then click OK.

32. Create a group

33. Invite your colleagues

34. Share sources with your group

35. Search for people or groups on Zotero
Go to zotero.org and log in.
Select Groups tab.
Click on Search for Groups.
Note: You can also select the People tab, and search for or follow colleagues or researchers in your field.

36. Need help with Zotero after today?
Contact the citation management experts list for remote support:
Contact us by , or set up a phone or in-person appointment.
Chloe Riley | |