Zotero

Getting Started

1) Get a Zotero account

Register for a free account. This will allow you to sync your library between multiple computers.

2) Get Zotero for Firefox

To install, go to http://www.zotero.org/ and click the red "Download" button. Follow the instructions for Zotero for Firefox.

If you see the message “Firefox prevented this site from asking you to install software on your computer," click "Allow".

Be sure to set your account to sync (see "Configure Zotero" below) if you are working on a Carleton Lab Computer (otherwise you'll lose your work when you log out of the computer).

3) Configure Zotero

Sync to your Zotero Account
  1. Click the Gear icon and then "Preferences."

  2. Click "Sync"

  3. Enter your Zotero username and password.

  4. If you decide that you would like to have Zotero sync your PDFs, and if you anticipate saving quite a few PDFs, consider setting up a WebDAV account to get around Zotero's upload limits. Easy instructions are here.

Get Word/LibreOffice Plugins
  1. Click the Gear icon and the "Preferences."

  2. Click "Cite."

  3. Click the button for either "Install Microsoft Word Add-in" or "Install LibreOffice/OpenOffice.org/NeoOffice Add-in."

Making the "Library Lookup" option work like the library's "Find It" button.
  1. In the Zotero pane, click the Gear icon and then "Preferences."

  2. Click "Advanced."

  3. In the "OpenURL" section, replace the URL in the "Resolver" box with the URL http://carleton-primo.hosted.exlibrisgroup.com/openurl/01BRC_CCO/01BRC_CCO_SERVICES?

Choosing your Default Citation Style
  1. In the Zotero pane, click the Gear icon and then "Preferences."

  2. Click "Export."

  3. Use the "Default Output Format" menu to select your preferred style.

Keeping Zotero from Getting in EndNote's Way (Important if you also use EndNote)
  1. In the Zotero pane, click the Gear icon and then "Preferences."

  2. Uncheck the box that says "Use Zotero for downloaded RIS/Refer files"

1) Get a Zotero account

Register for a free account. This will allow you to sync your library between multiple computers.

2) Get Zotero Stand-Alone and "Connectors"

Download and install the Zotero Stand-Alone application. Then install the appropriate "connectors" for either Chrome or Safari, both of which are available on the downloads page.

Be sure to set your account to sync (see "Configure Zotero" below) if you are working on a Carleton Lab Computer (otherwise you'll lose your work when you log out of the computer).

4) Configure Zotero

Sync to your Zotero Account
  1. In Zotero, click the Gear icon and then "Preferences."

  2. Click "Sync"

  3. Enter your Zotero username and password.

  4. If you decide that you would like to have Zotero sync your PDFs, and if you anticipate saving quite a few PDFs, consider setting up a WebDAV account to get around Zotero's upload limits. Easy instructions are here.

Get Word/LibreOffice Plugins
  1. In Zotero, click the Gear icon and the "Preferences."

  2. Click "Cite."

  3. Click the button for either "Install Microsoft Word Add-in" or "Install LibreOffice/OpenOffice.org/NeoOffice Add-in."

Making the "Library Lookup" option work like the library's "Find It" button.
  1. In Zotero, click the Gear icon and then "Preferences."

  2. Click "Advanced."

  3. In the "OpenURL" section, replace the URL in the "Resolver" box with the URL http://carleton-primo.hosted.exlibrisgroup.com/openurl/01BRC_CCO/01BRC_CCO_SERVICES?

Choosing your Default Citation Style
  1. In Zotero, click the Gear icon and then "Preferences."

  2. Click "Export."

  3. Use the "Default Output Format" menu to select your preferred style.

Keeping Zotero from Getting in EndNote's Way (important if you also use EndNote)
  1. In Zotero, click the Gear icon and then "Preferences."

  2. Uncheck the box that says "Use Zotero for downloaded RIS/Refer files"

Zotero takes its cues about things like which words are articles (and therefore blocked from alphabetization) from your browser settings.

To change these browser settings in Firefox

  1. In the URL box, type "about:config" and dismiss the warrantee warning.
  2. Find "general.useragent.locale"
  3. Change "default" to your preferred language code (for American English: en-US full code list below).

To change these settings in Chrome

  1. Click the "Chrome" menu and then "Settings"
  2. Scroll to the bottom and click "Show Advanced Settings"
  3. Click the "Languages and input settings" button.
  4. Add your desired language and move it to the top of the list.
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Saving your work

By default, Zotero stores all of your information within the browser on your computer. This means that if you log out of a lab computer, or if you switch from one computer to another, you will lose your work.

Currently, there are two good options available:

  1. Sync your library with an online account. (Instructions)
    This method allows you to sync up to 300MB's worth of screenshots or PDFs (which is not a lot!).

  2. Direct Zotero to save your information somewhere other than its default storage space in the Firefox browser. (instructions)
    This is the best method for people who use their own computer exclusively, or who will have libraries with many PDFs and screenshots.

Librarian

Research/IT Desk

When Carleton librarians are not available, librarians from other institutions will be available to help you 24/7.

Contact:
507-222-4264
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Gould Library Research Guides are licensed under a Creative Commons Attribution-NonCommercial 4.0 International License unless otherwise noted.