There are three parts to setting up Zotero.
Applications, then run Zotero from Spotlight, Launchpad, or the Applications folder
Go to Zotero and register for an account online
Note that the folder organization appears on the left, while the folder contents appear in the middle. The metadata for the selected item will appear on the right.
Zotero will allow you to create collections and sub-collections from the folder organization pane. A single item is allowed to be in multiple collections at once. Click the folder icon in the task bar to create and name a new collection.
Add tags to your citations with a keyword of your choosing to make them more easily findable. Creating tags allows you to search your library with the keyword.
To add a tag to an item, select the
Tags tab in the metadata pane. You must have an item selected in the folder contents pane. Click
Add to add a tag.
To search tags, use the search box in the task bar.
Zotero cannot detect duplicates within a selected folder. Instead, it will identify duplicates within your entire library. If you have multiple projects, the duplicates will reflect them all.
We recommend creating a separate Zotero library for a dedicated project which will need accurate duplication numbers. Contact your informationist for further information, or transfer your citations to another citation manager to perform duplication.
Find options for duplicates in the folder navigation pane of the homescreen. Select
You can create Groups in Zotero in order to collaborate with others. It is important to note that the amount of storage available for a group account is dependent on the group owner's individual storage limit in their Zotero library. There is no limit to the number of users in a group.
New Group. This will prompt you to log in to Zotero online.
Once you have synced your Zotero desktop to your online account, you will see your group(s) folders under
Groups on the Zotero desktop window.
You can manually add an item by clicking on the green plus icon in the task bar of your Zotero desktop software. Select the appropriate item type and then fill out the fields.
You can also add PDFs to your Zotero account. Zotero will look for their metadata from the internet.
Store Copy of Fileunder the green plus icon
Retrieve Metadata for PDF
Use the browser connector that you installed from Zotero to capture an item from the web and add it to your library
Zotero can import a variety of formats. The most commonly used are RIS, PubMed XML, and EndNote XML. Imports will automatically create a new folder which you can rename. Zotero can also import a library from another citation manager when a correct format is chosen. It is recommended to use the RIS file format for this purpose.
To import, from the Zotero desktop software, go to
Import. Select the file you'd like to import and follow the prompts.
Create a bibliography by exporting a bibliography from a selected item or folder. Right click on the selected item and choose
Create Bibliography from Items.... Then choose your desired citation style and output.
Downloading the Zotero desktop software will automatically install Zotero into your word processing program. Select the Zotero tab from your word processing program to display your options.