How do I set up Zotero?
There are three main steps:
Step 1: Sign up for a Zotero account on Zotero's website.
Step 2: Download one of the Zotero browser extensions. You can install the Zotero Connector for Chrome, Firefox, Safari, and Edge. You can download more than one extension if you frequently switch between browsers.
Step 3: Download the stand-alone Zotero software and sync it to your Zotero profile. You can download the Zotero software for Mac, Windows, or Linux. To sync your Zotero library, go to Zotero --> Preferences --> Sync, and add the username from when you set up your Zotero profile online. Additional information on syncing your Zotero files is provided below. All screenshots are from a Mac user.
Keep in mind that Zotero syncs your library items ("data syncing") across multiple computers and on the Zotero website. The default is for Zotero to also sync your files (e.g., .pdf, .doc attachments; "file syncing") in this same manner. This may eventually require that you upgrade your Zotero storage options. An alternative is to sync your Zotero files through the university's Box application using WebDAV. A screenshot of the WebDAV setup is provided below.
Step 4 (Optional): Add relevant plugins to your Zotero account. A variety of plugins have been developed to provide enhancements, new features, and interfaces with other programs. Examples include an RStudio integration, Atom integration, and a Zotero DOI manager.
To install a plugin in Zotero, download its .xpi file to your computer. Then, in Zotero, click “Tools → Add-ons” and drag the .xpi onto the Add-ons window.