Managing Your Literature Search Using Zotero: Deb Werner
Managing Your Literature Search Using Zotero: Deb Werner
Managing Your Literature Search Using Zotero: Deb Werner
Deb Werner
Director of Library Research in Medical Education
dwerner@uchicago.edu
Outline
• Overview of Zotero
• Install Zotero Standalone + Connector
• Set up Online Sync
• Save Citations
• Use Zotero with Microsoft Word
What is Zotero?
• A reference manager that facilitates collecting
and organizing references.
Your literature review
• Have you begun your lit review?
• Yes
• No
• Are you using a reference manager to save your
references?
• Yes
• No
Which reference manager do you use?
• Zotero
• EndNote
• Mendeley
• Papers
• RefWorks
• Other
Zotero for Firefox
Zotero Standalone
Zotero Library
Browser extension (Connector)
• Connects your browser
to Zotero Standalone
Install Zotero
1. Exit Microsoft Word
2. Go to Zotero.org
3. Click
4. Install the Standalone
5. Install the extension
Set Up Online Sync
1. Go to Zotero.org
2. Click Register in upper right
3. Create your account
4. Verify your account
Set Up Online Sync (continued)
5. Open Zotero Standalone
6. Go to Actions > Preferences > Sync and enter
your account information
Set Up PDF Indexing
• Go to Actions > Preferences > Search
• Click Check for Installer
Save Citations
• Zotero icon appears in browser location bar
• Click icon to save citations to Zotero
Firefox
Chrome
Safari
Save Citations
• Right-click anywhere on page
• Click Zotero
Save Citations from PubMed
Save Multiple Pages from PubMed
• Select “Send to”
• Select “File”
• Under Format, select “XML”
• Click “Create File” button
• In Zotero, Import file
Drag & Drop PDFs
Zotero with Word – Windows
• Found in Add-Ins ribbon
Zotero with Word – Mac
• Floating toolbar
Zotero with Word – Mac
• View > Toolbars > Zotero
Use Zotero with Word
• Set citation style
• Add citations
• Update citations & refresh the document
• Insert bibliography
Do More with Zotero
• Folders – organize your library
• Duplicates – find & reconcile duplicate citations
• Add by Identifier – save citations by DOI, PMID,
etc.
• Notes – take research notes in Zotero
• Groups – share citations with collaborators
Learn More & Get Help
• Zotero Guide: guides.lib.uchicago.edu/zotero
• Email your questions or
schedule a consultation
• Zotero.org
• Quick Start Guide
• Screencast tutorials
• Discussion forums
Questions?
Transfer Citations
• Import RIS files:
• Go to Actions > Import
• Select the RIS file