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Zotero User Guide - 2018

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Zotero Installation / User Guide

All supported (Chrome, Firefox, Safari) browsers now use only the Standalone Unified
version

Zotero is a free research manager which helps you collect, organize, and manage your
sources. This application works with Google Chrome, Firefox, & Safari web browsers, and
integrates with word processing programs such as MS Word & Google Docs. Zotero facilitates
quick in‐text citing, and one‐click generation of references according to a multitude of styles
including APA, MLA, Chicago, Turabian, & journal‐specific.
 Minimum operating system requirements for Zotero verison 5.x:
o macOS 10.9 or later
o Windows XP SP2 or later
o Linux
 Note that this guide will focus on Firefox & Google Chrome.
 First, save documents & close all programs other than web browser before proceeding
o Rationale: In order to finish installation, Zotero may need to reboot your
computer.
 Second, Check Version of Web Browser ‐‐‐
o Rationale: The Zotero Connector which allows downloading information from the
browser into
 Zotero only works with these versions of the browser:
o Chrome: Version 55 or higher
o Firefox: Version 52 or higher
Firefox

Once you have opened Firefox, you need to check that it is version 52 or higher. To do this,
go to the menu heading Help, and select "About Firefox" (see screen shot below). If it says
you have a lower‐numbered version, Mozilla will automatically download & install the latest
version of Firefox.

Google Chrome

Once you have opened Chrome, you need to check that it is version 55 or higher. To do this,
go to the upper‐right corner and click on three dots (see screen shot below), highlight Help,
and select "About Google Chrome". If it says you have a lower‐numbered version, Google will
automatically download & install the latest version of Chrome.
Download and Install Zotero
Once you have the latest version of your browser, open it, download Zotero and install the
program. The download interface automatically recognizes your specific browser and
operating system, and provides the appropriate choice.

If you receive a message preventing this site (www.zotero.org) from installing software on
your computer, click on the Allow button.

Proceed through the Setup Wizard. When asked about Setup Type (screen below), we
recommend choosing Standard. You will be able to customize it later.

Once installed you will be prompted to Reboot your computer (see below).
After you click on Finish, your computer will reboot.

Install Zotero Connector for your specific browser


Open your browser & go to the Download page to install the Connector. The download interface
automatically recognizes your specific browser and operating system, and provides the
appropriate choice.
Word Processing Plug‐in
This plug‐in allows you to create a bibliography, in‐text citations, and footnotes or end notes from within
word processing software.

Note that Zotero version 5.x automatically installs the plug‐in for Microsoft Word.

Open Microsoft Word, and click on the Zotero tab to display tools:

Register to create a Zotero account (optional)


You do not need to register your Zotero account but you may want to do this at a later date as there are a
number of advantages including the ability to sync your citations to the Zotero site, allowing you to access
them from any computer at any time.

Customize Zotero
There are over 6,000 citation styles available for Zotero including many styles based on individual journal
titles. Zotero only comes configured with the more popular 15‐20 styles. You may add other styles through
either the Zotero Style Repository , or from within Zotero (Edit ‐‐> Preferences ‐‐> Cite menu choice).

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References
Lydia M. Olson Library. (2018, March). Zotero installation: User guide. Retrieved from:
https://library.nmu.edu/guides/userguides/zotero.htm.

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