Hege Library & Learning Technologies

Digital Citation Management with Zotero

A guide to digitally managing citations using Zotero, an open-source, free, & easy-to-use tool that helps you collect, organize, cite, and share research.

Creating an Account

You'll want to create a Zotero account so you can get as much out of the tool as possible. Follow these instructions to do so:

  1. Go to https://www.zotero.org/user/register.
  2. Input your information: you'll need to create a username and password, and associate your account with an active email address. (As well as confirm that you are not a robot.)
  3. Once you have registered for a new account, look for the activation email in your email inbox (check your spam if you do not see it), and activate your account by clicking the link provided.
  4. From here, you can now move on to downloading Zotero on your machine, or using Zotero on a campus computer: instructions for both options are available below.

Installing Zotero on Your Machine

Once you've created your account, you can download the Zotero application to your machine, and sync it with your account:

  1. Download Zotero and the browser connector of your choice at https://www.zotero.org/download/. The connector will add a Zotero button to your browser toolbar - make sure this appears.
    • Note: for Zotero to work correctly, you will need to use Firefox, Chrome, or Safari (Mac) as your browser. If you do not already have one of these installed, please install Firefox (https://www.mozilla.org/firefox) or Chrome (https://www.google.com/chrome/browser/) beforehand. There is no connector available for Edge.
    • If you are running Safari 13, there is a known incompatibility issue, and the Zotero connector will not work for you at this time. Zotero is working on a fix. Download another browser and its connector instead.
  2. Open Zotero on your computer.
  3. Go to the Zotero application preferences page.
    • On a PC: click “Edit” then “Preferences”
    • On a Mac: click “Zotero” (in your top computer menu bar) then “Preferences”
  4. Go to the “Sync” tab and log yourself in using the account information you have just created. Then click the sync button (green arrow on the top right-hand side Green Zotero sync arrow).
     

Using Zotero on a Campus Computer

Zotero is installed on open-access campus computers in the library and in classroom computer labs.

  1. First, before you open the Zotero application, please open Microsoft Word. There is currently an issue that prevents the Zotero plug-in from loading correctly when Word is opened after Zotero. IT&S is working on a fix. You will need to do this again, and follow the rest of these steps, any time log in to a campus computer for the first time.
  2. Once you have opened Microsoft Word, open the Zotero application on the computer.
  3. Go to the Zotero application preferences page.
    • On a PC: click “Edit” then “Preferences”
    • On a Mac: click “Zotero” (in your top computer menu bar) then “Preferences”
  4. Go to the “Sync” tab and log yourself in using the account information you have just created. Then click the sync button (green arrow on the top right-hand side Green Zotero sync arrow‚Äč).
  5. Finally, go to https://www.zotero.org/download/ and download the browser connector for Firefox or Chrome, so you can start saving your sources.