Zotero Citation Management

Setting up Zotero

How do I set up Zotero? 

There are three main steps: 

Step 1: Sign up for a Zotero account on Zotero's website.

Zotero Registration Page

 

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. 

Zotero Connector Icons

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. 

Zotero Standalone Download Button       

Zotero Preferences Screenshot

Zotero Sync Preferences     

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.