Registering for an Account. Go to. In the upper right hand corner, click Register.
Provide a username, email address, & password. Type in the “Captcha” phrase and select Register. Follow the instructions provided in the resulting confirmation e-mail. Downloading Zotero Zotero can be used in one of two different configurations:. Users can download the Zotero Firefox Plugin and the Microsoft Word Plugin, or. Users can download the Zotero Standalone Client (pre–loaded with a Word plugin) with a browser specific “connector.” Once you have decided which configuration you want to use, complete the following steps. Click on the big red Download Now button.
Select your desired products and follow Zotero’s prompts. Remember to download everything you need for your chosen configuration! You must download both the Zotero Firefox Plugin AND the Word Plugin. Or, you must download both the Zotero Standalone Client AND a browser connector. Setting up Sync Syncing allows your Zotero client to communicate with the Zotero cloud.
This allows you to back up your citations! To set up Sync:.
Open your Zotero client. In your Zotero client, select the grey cog icon (the actions icon). Choose Preferences. Select Sync in the top toolbar.
Nov 18, 2018 3. Make sure your Mac has a working internet connection. Go to the Help menu and choose Check for Updates. Let AutoUpdate check for and install updates. Restart your Mac. If Word is up to date, install the latest version of Zotero. Word and Zotero work fine together, as long as you're up to date with both products. If you use Word for Mac, the Zotero Toolbar is located in different places depending on your operating system: If you’re using MS Word 2016 for Mac, the Zotero Toolbar is found in the Add Ons tab. If you’re using MS Word 2011 for Mac, you’ll need to make your Zotero toolbar visible by enabling it through the “View” menu.
Input your Zotero username and password (what you created on ). IMPORTANT: Some Zotero Standalone users may not have an OK button. If you do not have a button on your client, just close out of the Preferences screen. Your changes will be saved automatically.
For Chrome Connector Users In some instances you may want your Chrome connector to sync directly to the Zotero Server–for example, if your client is not working properly. To save to Zotero’s Server via Chrome, you must alter Chrome’s preferences. First, follow this path: Open Chrome → → More Tools → Extensions. Then, under the Zotero Connector entry, select Options. Authorize Zotero Connector to Save via Server. Enter your Zotero username and password into a popup to authenticate this access. For Safari Connector Users In some instances you may want your Safari connector to sync directly to the Zotero Server–for example, if your client is not working properly.
To save to Zotero’s Server via Safari, you must alter Safari’s preferences. Simultaneously press Control & click anywhere on the Safari screen. A dropdown menu should appear. Select Zotero Preferences. Under Save via Server, select Authorize. You must sign in with your Zotero username/email and password.
Accept defaults. Integrating Zotero with Word Only users of Zotero’s Firefox plugin need to install a secondary word processor plug-in. Zotero Standalone Client users DO NOT need to install a secondary word processor plugin. Installing a Word Processor Plugin.
After installing Zotero’s Firefox plugin, return to. Make sure you have quit your word processing program.
Click on the red Download Now button. Under Zotero for Firefox, click plugin for Word or LibreOffice. On the resulting page, select the appropriate plugin for your word processor of choice (Word for Windows/Mac or LibreOffice).
Follow the resulting installation pop-ups. After you have dowloaded and installed all of the required elements, you can use Zotero to include properly formatted citations within Word documents. Mac Office 2011 users will see a floating Zotero toolbar (a toolbar not integrated within a top horizontal menu) when opening Word. PC users will see a Zotero toolbar under Zotero on the top horizontal toolbar. A labeled image of Zotero’s toolbar in Word on a PC appears below: Downloading Additional Citation Styles The Zotero client comes with several popular citation styles pre-installed, such as APA, Chicago, and MLA. But, sometimes you need to use a different style. For example, many academic journals require the use of highly specialized styles.
If you need to use a style that does not come pre-loaded in Zotero, just. Go to. Search for your desired style in the provided search field (at the top of the webpage). Select the style you want. On a PC, you will simply click on a hyperlinked style and select Install from the resulting pop-up box. On a Mac.
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Click on your desired style. The style file will then appear in your computer’s Downloads folder. Within the Downloads folder, select the appropriate file. A pop up box may appear that reads, Install Style. Select Install. Creating an Annotated Bibliography To create an annotated bibliography using Zotero, you must download a citation style that supports annotations.
The following are available through Zotero’s Style Repository: American Psychological Association 6th edition (annotated bibliography with abstract) and Chicago Manual of Style 16th edition (note, annotated bibliography). To download one of these styles. Go to. Search for “annotated” in the provided search field (at the top of the webpage). Select the style you want. On a PC, you will simply click on a hyperlinked style and select Install from the resulting pop-up box.
On a Mac. Click on your desired style. The style file will then appear in your computer’s Downloads folder. Within the Downloads folder, select the appropriate file. A pop up box may appear that reads, Install Style. Select Install.
Important: If using Chicago Manual of Style 16th edition (note, annotated bibliography), insert annotations into Zotero’s Extra field. If using American Psychological Association 6th edition (annotated bibliography with abstract), insert annotations into Zotero’s Abstract field. Understanding the Zotero Interface Below is an example of the Zotero pane client that appears within Firefox. For Standalone client users, your interface will still be segmented into three separate areas—as seen below. Zotero Pane (Firefox browser ) Checking W&L Library’s Holdings with Zotero You’ve set up your Zotero client of choice and collected a flurry of references. You can see if the resources you collected are available through the Washington & Lee University Library! Just follow the instructions provided below.
Open your Zotero client. Click on the Actions icon (the small gray gear) in the top center portion of your Zotero pane. From the resulting drop-down menu, choose Preferences. In the Preferences dialog box, ensure the Advanced tab is selected. While in the Advanced tab, to the right of Resolver, enter the following: To see if W&L Library owns or subscribes to an item, select a specific item (book or article) in the central segment of your Zotero Pane. Then, select the Locate icon (the right pointing green arrow). From the dropdown menu, choose Library Lookup.
You should now be able to search the library’s catalog, input an interlibrary loan request, or see the full text of your desired document! Capturing Online Data There are several distinct ways to capture information from your browser using Zotero’s Firefox plugin or Safari/Chrome connectors. Firefox, Safari, or Chrome users can capture information by clicking a type specific icon. If Zotero recognizes the “type” of item displayed on the screen, an item specific icon will appear. A folder icon represents a bibliographic list, a book icon represents information about a specific book, a document icon represents a specific article, a webcam icon represents a video.
In Safari, this icon appears to the left of the address bar (where usually goes). In Chrome, this icon appears just outside the address bar to the right.
In Firefox, this icon also appears outside of the address bar to the right among the tool and feature icons. Clicking on a type specific icon provides more complete citation information than the two methods discussed later. If an item specific icon does not appear. Firefox plugin users can capture information by selecting the Create New Item from Current Page icon that appears on the top of Zotero’s in-set browser pane. This function allows you to take a “snapshot” of your current webpage. Zotero gleans information (metadata) from webpages.
This information provides the bibliographic data required for citations. When using the Create New Item from Current Page tool, Zotero only collects information provided by the site (often what is coded into the HTML), so some data fields may remain blank.
Or, to simply capture data from a webpage, in Firefox or Chrome right click anywhere on the page and select Zotero followed by Create Web Page Item from Current Page. If using the Safari plugin, you must press Command and simultaneously click anywhere on the webpage to access the Zotero menu.
Importing Citations References can be imported into Zotero that were exported from databases or other reference managers. If exporting from another reference manager, make sure to first export your references by folder. This will allow you to preserve your original organizational structure. Zotero easily imports the following file formats (Getting Stuff into Your Library. Retrieved from ):.
Zotero RDF. MODS. BibTeX. RIS. Refer/BibIX. Unqualified Dublin Core RDF To import citations saved in one of the above formats, open your Zotero client.
Select the grey cog icon. Then choose Import. Browse to find your file.
Using Zotero in the Sciences Zotero easily integrates with your word processor of choice (Word, LibreOffice, & OpenOffice); but, some additional steps are required to ensure citations comply with scientific convention. For example, some scientific words must be italicized—such as Latin names of species. If a title in your Zotero library contains a word/phrase that requires a particular style when included in a bibliography (when outputted from Zotero into your word processor), you must insert pre-designated HTML codes in Zotero. CITATION EXAMPLE: Article Title: Silk gene transcripts in the developing tubuliform glands of the Western black widow, Latrodectus hesperus By: Merri L. Casem, Matthew A. Collin, Nadia A.
Ayoub, and Cheryl Y. Hayashi In the above example, to ensure that Latrodectus hesperus remains italicized when included as a citation or bibliographic entry, the title must be written as Latrodectus hesperus in your Zotero library.
Here is a list of useful codes provided on Zotero’s website at. Surround text with and to achieve italics. Surround text with and to achieve bolded text.
Surround text with and to achieve subscripts. Surround text with and to achieve superscripts. Surround text with and to achieve SMALLCAPS Troubleshooting Zotero Having a problem setting up or using Zotero? One of these troubleshooting tips may solve your problem! If not, feel free to contact for help! PROBLEM: My Word plug-in didn’t install after I downloaded it! SOLUTION: Microsoft Word may have been open during installation of the Zotero Word plugin.
Save your documents and quit Word. Now, reopen Word. Your Zotero toolbar should appear. If not, try reinstalling the Zotero Word plugin with Microsoft Word closed–then reopen.
PROBLEM: My Zotero toolbar disappeared in WordI’m using my Mac. SOLUTION: On Macs, Zotero’s Word toolbar is a floating toolbar. To reopen the Zotero toolbar, select View from the top horizontal toolbar in Word. Then, choose Toolbars → Zotero Bibliographic Management. You should once again see your Zotero floating toolbar.
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PROBLEM: I cannot grab data from JStor using Zotero’s Safari connector on my Mac. SOLUTION: Zotero’s Safari connector is currently having problems grabbing data from JStor.
As a temporary solution, you can download and use Zotero’s Chrome connector. Or, instead of grabbing your JStor citations using the Safari connector, you can simply download your citation in an RIS file and upload them via the Zotero Standalone Client. To download an RIS file from JStor. Select a article you are interested in from your list of search results.
The individual article record should look something like this:. Click Citation Tools → Export Citation. Select RIS File. The RIS file should automatically go to your Downloads folder. Open the downloaded RIS file from your Downloads folder. You should now see a prompt which asks whether or not you want to import the file. Your desired citation should now appear in Zotero For questions/help, contact.
W&L Zotero User Group Sign up to be a part of the W&L Zotero User Group. Receive e-mails about Zotero updates and received notifications about advanced Zotero user sessions/meetings. About the University Library The University Library supports Washington and Lee’s central mission of teaching, learning and research in the liberal arts by providing a wide range of materials in all formats for use in the classroom, in student learning, and in faculty research and preparation for teaching, and by offering a highly skilled staff to assist faculty, students, and other users in their knowledge inquiries. The Special Collections Department includes rare books and manuscripts and the University archives, with a collection emphasis on the history of the University and Rockbridge County, Generals Lee and Washington, and the Shenandoah Valley. The University Library’s two buildings, the James Graham Leyburn Library and the Robert Lee Telford Science Library serve as the University’s primary venue for study, research, and work with multimedia resources. Hours & Contact Leyburn and Telford Libraries are open 24x7 to W&L students, faculty, and staff when classes are in session.
University ID cards are needed to access the buildings between 10:00pm and 6:00am. The general public is welcome between 6:00am and 10:00pm throughout the week. Special Collections and Archives is open to the public Monday through Friday from 9:00am until 4:30pm except when Leyburn Library is closed for holidays.
For more details, please reference our. 204 West Washington Street Lexington, VA 24450 540-458-8643.