Zotero Citation Software: Zotero Tips & Tricks

  You've probably seen the Get It button in the IDS catalog and many of our article databases that allows you to locate the full text of a resource online. Zotero allows you to use the same feature.

To set up Zotero to access the Get It server, click the gear button  on the Zotero toolbar and choose Preferences, then Advanced. At the bottom of the preferences:advanced window, paste this url into the "Resolver" box:

http://fb7hk6nl8u.search.serialssolutions.com/

Then click OK. Once you've set this up, you can click the Locate button on any citation you're viewing to search for the item online.

If you're regularly using more than one computer in your research, Zotero's sync feature can keep your library up to date on all of them.  Zotero can store a copy of your library on the Zotero.org server and check it for updates whenever you open your library on a different computer.  All your computers must be running the same version of Zotero.

First, set up a (free, of course) Zotero.org user account. Then:

• Open Zotero preferences (via the gear menu) and select the Sync tab. 
• Enter your Zotero user name and password. 
• Check the "sync automatically" box.
• Check both boxes under File Syncing and choose Zotero storage for My Library. This will sync your PDF attachments as well as citations (more info).
• Click the green circular arrow button at the top right corner of the Zotero window.
• Zotero will upload your library to the server.

Repeat this configuration on each of your computers.  Any updates you make on one of your computers will be reflected on the others.  This even works to synchronize your library among Windows, Mac and Linux computers.

For more details and help troubleshooting sync problems, check the Zotero site.

It's easy to use EndNote and Zotero together and take advantage of the best features of each, or to share Zotero libraries with colleagues using EndNote or vice versa. Both programs can read and write a standard citation file format called RIS, which means references can be converted back and forth with a few clicks.

Zotero to EndNote

To save your Zotero library for importing into EndNote, click the Zotero button that looks like a gear and choose "Export Library." Choose RIS as the file type and pick a filename.

In EndNote, click "File" and then "Import." Click the "Choose File" button and select the file you just exported from Zotero. Set Import Option to "Reference Manager (RIS)" and click Import.

EndNote to Zotero

To export your EndNote library for use in Zotero, click "File" and then "Export." Set the output style to "RefMan (RIS) Export" and save it as a text file.

In Zotero, click the button that looks like a gear and choose "Import." Just double-click the file you exported from EndNote. The new references will be added to a collection named "Imported" followed by the date and time.

It's easy to add PDFs to your Zotero library and automatically import their citation info.

First, enable PDF indexing on the Search tab of Zotero's preferences.  Zotero will download and install a small plugin.

Next, just drag your PDF files into the Zotero pane.

Right-click the PDFs and choose "Retrieve Metadata for PDFs."  Zotero will retrieve their citation data from Google Scholar and turn them into citeable items with PDF attachments.

If Zotero can't find a match on Google Scholar, don't worry -- you can still save the citation from another catalog or article database, then drag the PDF onto the citation to make it an attachment.

Have the book in front of you and want to add it to your Zotero library without having to search for a citation?

If you have a book's ISBN, an online article's DOI or PMID number, just click the magic wand button: "Add item by identifier." Type in the book or article's number, and Zotero will automatically download its information and save it to your library.

If you're working on a library computer, there's another easy option for taking your Zotero library with you.

On your computer, click the Zotero gear menu, choose Export Library, and save the file to your USB drive. On the library's computer, click the gear menu, choose Import, and find your Zotero file to import it.

When you're done, make sure to export any changes and import the new file onto your computer. The library's computers will erase your data when you log off.