Zotero

This guide will give you an overview of the citation manager Zotero

Install Desktop Application

  1. On the front page of the Zotero website, there should be a big red "Download" button that will detect your operating system and current browser. For Windows, simply click that "Download" button.
  2. You will be redirected to a download page. Click the "Download" button under "Zotero 5.0 for Windows."
  3. Run the setup program that you downloaded.
  4. Finally, you will need to install the Zotero Connector for your browser, instructions below.
  1. On the front page of the Zotero website, there should be a big red "Download" button that will detect your operating system and current browser. For Mac, simply click that "Download" button.
  2. You will be redirected to a download page. Click the "Download" button under "Zotero 5.0 for Mac."
  3. Open the .dmg you downloaded and drag Zotero to the Applications folder. You can then run Zotero from Spotlight, Launchpad, or the Applications folder and add it to your Dock like any other program.
  4. Finally, you will need to install the Zotero Connector for your browser, instructions below.
  1. On the front page of the Zotero website, there should be a big red "Download" button that will detect your operating system and current browser. For Linux, simply click that "Download" button.
  2. Linux users may wish to use a package for their distro rather than using the tarball directly. If you download the tarball, unzip it and run zotero from that directory to start Zotero.
  3. Alternatively, on Ubuntu, move the directory to a location of your choice, run the bundled set_launcher_icon script (which will update the included desktop file with the full path to the bundled Zotero icon), and then double-click Zotero (which may display as zotero.desktop initially). You can also symlink zotero.desktop to ~/.local/share/applications/ to add it to your launcher.
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Install Browser Plug-In

  1. When you are redirected to the download page for your operating system, it will also detect your browser.
  2. For Chrome, click "Install Chrome Connector."
  3. The browser will prompt you to "Add Zotero Connector," and then click "Add extension."
  4. If the installation is successful, another prompt will appear in the top right of your screen that says "Zotero Connector has been added to Chrome."
  5. You will then see an icon next to your address bar that looks like a gray rectangle; this icon will change depending on the resource! Right click on this and select "Options" to link it to your desktop application, as well as adding any proxies.
  1. When you are redirected to the download page for your operating system, it will also detect your browser.
  2. For Firefox, click "Install Firefox Connector."
  3. The browser will let you know that Firefox is trying to install an add-on, and then click "Allow."
  4. Then it will prompt you again to "Add Zotero Connector" letting you know what data it can read, and then click "Add."
  5. If the installation is successful, another prompt will appear in the top right of your screen that says "Zotero Connector has been added to Firefox."
  6. You will then see an icon next to your address bar that looks like a gray rectangle; this icon will change depending on the resource! Right click on this and select "Options" to link it to your desktop application, as well as adding any proxies.
  1. When you are redirected to the download page for your operating system, it will also detect your browser.
  2. For Safari, click "Install Safari Connector" to download the extension file.
  3. Go to your downloads and click the file. The "Extensions" settings for Safari will pop up and prompt you to "Trust" the extension.
  4. You will then see an icon next to your address bar that looks like a gray rectangle; this icon will change depending on the resource! Right click on this and select "Options" to link it to your desktop application, as well as adding any proxies.

Depending on your settings Safari may not automatically open the file. Use Control+ Click and select "Download linked file to..." to save the file to your desktop or some other easy to remember location. Double click the file to open. Click "Open", then click "Install". The Safari capture icon will show up as a little box to the left of the address bar.

Although Zotero does not officially support other browsers, there are ways you can work around this.

  1. If you are using Opera or another browser that is based on Chromium, there are often add-ons you can install which let you install Chrome add-ons.
  2. If you are using another Mozilla browser, you can also find add-ons which let you install Firefox add-ons.
  3. You can also install the Zotero Bookmarklet. Click this in your Bookmarks bar to save items on your webpage, if the page contains a Zotero translator (such as our databases).
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Word Processor Integration

Zotero integrates with both Microsoft Word and LibreOffice.

If you're running Zotero 5.0 or Zotero Standalone 4.0, the word processor plugins are bundled with Zotero and should be installed automatically for each supported word processor on your computer when you first start Zotero. In Microsoft Word, this adds a Zotero tab. In LibreOffice, this adds a Zotero toolbar.

You can reinstall the plugins later from the "Cite" → "Word Processor Plugins" pane of the Zotero preferences. If you're having trouble, see Manually Installing the Zotero Word Processor Plugin or Word Processor Plugin Troubleshooting.

If you previously installed the Firefox versions of the word processor plugins into Zotero 5.0 or Zotero Standalone 4.0, you should uninstall them from "Tools" → "Add-ons."

Mobile

Although there are no official mobile apps made by Zotero, there are several ways that you can access or even edit your library while using your mobile phone or tablet.

Cross-Platform

The easiest way to add items to your Zotero library while on mobile is to install the Zotero bookmarklet on your mobile browser. You can install the bookmarklet on Firefox, Chrome, Opera, and the native browsers for both iOS and Android.

BrowZine is a cross-platform app that lets you browse and read scholarly journals. It has an export function that will export articles directly to your Zotero library.

iOS

  • BibUp, by Centre NTE (Université de Fribourg)
    • Add books to your Zotero library by scanning ISBN barcodes with your iOS device
  • PaperShip, by Shazino
    • View and edit your Zotero library on your iPad or iPhone
    • Read and annotate PDFs
    • Add items with Zotero's one-click import
    • Share references
    • Note: PaperShip appears to be no longer updated, and several users have reported that syncing no longer works correctly. The app also does not work well for users with large (or many) group libraries.

Android

  • Zandy, by Avram Lyon
    • View and edit your Zotero library on your Android phone
  • ZotDroid, by Benjamin Blundell
    • View your Zotero library on your Android device
    • Download and read attachment files

Other

  • Zotfile, by Joscha Legewie
    • Zotero plugin to sync PDFs from your Zotero library to your (mobile) PDF reader (e.g. an iPad, Android tablet, etc.) and extract annotations to Zotero notes
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