Zotero

Install and Set Up

1) Get a (free) Zotero account

 

2) Install BOTH the Zotero program and the Browser "Connector."

 

4) Configure Zotero's Preferences

Sync to your Zotero Account
  1. In Preferences, click "Sync"

  2. Enter your Zotero username and password.

  3. 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.

Choosing your Default Citation Style
  1. In Preferences, click "Export."

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

Get Word/LibreOffice Plugins
  1. In Preferences, click "Cite."

  2. 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 Preferences, click "Advanced."

  2. In the "OpenURL" section, replace the URL in the "Resolver" box with the URL
Keeping Zotero from interfering with EndNote

(only necessary if you use both and want EndNote to be your default for database exports)

  1. In your web browser, find the Zotero extension preferences
    1. In Chrome: click "Window > Extensions > Zotero Options
    2. In Firefox: click Tools > Add-ons > Zotero Preferences
    3. In Safari: Safari does not offer extension preferences that you can configure
  2. Under "Automatic File Importing," uncheck the box next to "Import BibTeX/RIS/Refer files into Zotero."
Keeping Zotero from blocking access to your Catalyst account

Sometimes (but not always) the Zotero connector in your browser will need some configuring. This is especially true if you click "accept" when Zotero asks you whether to configure proxy information. While configuring a proxy can make your saved URLs work from off campus, they also seem to interfere with some Catalyst functionality. If you find yourself running into difficulties logging into your library account through Catalyst, here's how to fix that.

  1. In your web browser, find the Zotero extension preferences
    1. In Chrome: click "Window > Extensions > Zotero Options
    2. In Firefox: click Tools > Add-ons > Zotero Preferences
    3. In Safari: Safari does not offer extension preferences that you can configure
  2. Open the extension click "Proxies"
  3. Under "Configured Proxies" delete default proxy. That box should be blank.

Zotero has good documentation online

If you want more details and often even videos, check out their online documentation.

On a Lab Computer?

On a lab computer, using Chrome on the Mac interface, you will have to enable the Zotero Connector.

Click Window > Extensions and then check the box to enable the Zotero Connector.

Librarian

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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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