CSD 549 Zotero Guide: Home

1. Download and install Zotero: www.zotero.com

• The computer will ask you:  Do you want to allow this app to make changes to your device?  Answer NO (it will install anyway). 
• Also download and install the Zotero connector for Chrome
• Create an account (at zotero.com > login > register) if you wish to sync or share files

Zotero should launch automatically when you install it.  If it doesn’t, open it from the desktop.   

• Tip: Go under Edit > Preferences and uncheck “Automatically tag items with keywords”
   

2. Add references

• Zotero works with databases of all sorts.  

Go to PubMed (pubmed.gov) in Chrome

Sample search: stroke dysphagia and electrical stimulation

• Click on the Zotero icon to add the page to your resources
• Note the differences in folders vs. individual items (Zotero icon changes)

Go to Google (google.com) in Chrome  

Sample search: stroke dysphagia

• Note the differences between articles vs. webpages vs. videos (icon changes)
   

3. Add information to your references within Zotero

• When you go into Zotero and click on a citation, you get the full info to the right

Click the drop-down arrow to see if full text is available

• Add notes
• Add tags
   

4. Add a reference manually

• Dysphagia following stroke, by Stephanie K. Daniels (San Diego: Plural, 2014)
• Wand icon + DOI or ISBN adds it manually: Try 9781597565448
• You can also attach a file to a reference (note: the free version has a size limit)
   

5. Create folders (collections) to organize information

• My Library is the master list. 
• Create a folder, then select and move references over from My Library.

6. Cite your sources automatically in Word

• Look for the Zotero tab in Microsoft Word
• When you need to insert a citation, click that tab!
• Click Add/Edit Citation > Classic View … and select the citation to insert
• This works in Google Docs too!
   

7. Generate a bibliography

• In Microsoft Word, select the Zotero tab and click Add/Edit Bibliography
• In Zotero, select references, right click, and select Create Bibliography from Items
   

8. Collaborate and sync files

• To create a group or sync files, you need to create a Zotero account and log in
• In Zotero, sync collections using the green arrow in the top right corner
  • The first time you do this, you’ll be asked to open sync preferences and sign in.
• At Zotero.org, create a group if you wish:
  • Groups > [Name it] > Create Group
  • To invite members, look under “Member Settings”