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Zotero

This guide shows how to use Zotero, a reference management tool.

Before setting up

Zotero is available for Windows, Mac, and Linux. It works on Chrome, Firefox, Safari, and Microsoft Edge. Set it up on whatever internet browser you prefer to use. It will not appear on another browser unless it is set up again. We recommend using Google, as that is most compatible with the Library website and its resources.

Make sure you do not have any Microsoft word documents open when setting up Zotero.

There are 6 steps to be followed in order to set up Zotero correctly. You only need to do these once.

The example in this guide demonstrates setup with Google Chrome

 

Step 1. Download Zotero package

Put Zotero download into your search engine – you will see www.zotero.org

You will be asked to allow the app to make changes to your device – select ‘Yes’
 

Sometimes it will ask you to fill out the email address and password in the lines above the ‘Yes’ option, but once you press the ‘Yes’ button,  the wizard will start installing it on your device. Just Press next, next, Finish on the installation Wizard.

Once installed it will appear on your desktop. Pin to your taskbar for handiness.
 

Step 2. Install Browser Connector (Chrome)

Open Zotero

Go to ‘Tools’ in the menu bar and select ‘Install Browser Connector’ from the dropdown.

Select ‘Add to Chrome’ 

Select ‘Add extension’.


The Zotero ‘jigsaw piece’ is now visible in your Chrome toolbar. Pin the Zotero connector to the toolbar.


Step 3. Register your Zotero account

Registering your account means you can access your Zotero library on any machine where the software has been insalled; information is stored in the cloud. All the PC’s on the second floor of the library at ATU Donegal Letterkenny campus have Zotero installed on them.

 A (free) Zotero.org account allows 300MB of cloud storage.

Go back to the browser page where you got Zotero and click on ‘Log In’ in the top right hand corner.  ‘Register for a Free Account’ – enter your details. You will get an email to verify your account – check your junk mail. 

Step 4. Sync your registration

Open Zotero. Go to ‘Edit’ in the toolbar and from the dropdown options select ‘Settings’. Then press the ‘Sync’ option

Put in your username and password that you registered your Zotero account with.

 

Step 5: Select citation style

There are many different referencing styles available in Zotero. The Harvard style is one of countless styles available and is the most commonly used one in ATU. There is a LibGuide available called 'Referencing' that will give you advice and guidance on citation and referencing. Some schools recommend specific systems or have guides of their own. In this case, use your department's guide in preference to the library guide. If in doubt, check with your department.

Go to ‘Edit’ in the toolbar and from the dropdown options select ‘Settings’.

Select 'Cite'. You will see a list of the different citation styles. Simply click on the style you wish to use.

If the referencing style you wish to use does not appear in the reference styles list, go to ‘Get additional styles’ at the bottom of the page. 

Type the style you are looking for into the Style Search box.  For example type 'OSCALA' , 'Harvard',  ‘University of Limerick’, 'APA' etc.

This process is the same for any reference style you wish to add

 

Step 6. Add Microsoft Add-In

This is the last step of the installation process. ****Make sure you have no Word documents open when installing the Add-On tool.****  The Add-On will appear on every blank Word document you open, so it enables you to insert citations as you work on your research. 

Go to 'Edit' in the Zotero toolbar, and select 'Settings'. Select the’ Sync’ option again.

Scroll down the page to ‘Word Processors’ and press ‘Install Microsoft Word Add-In’. 

The Sync process you did earlier may have installed it already but double check that it is installed, otherwise Zotero won’t work with MS Word.

The image above already has the add-in installed, but you can press Reinstall Microsoft Word Add-in again.

When you open a new Microsoft Word document, you will see Zotero is available as one of its tabs. Installation is complete!

 


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