Zotero for Citation Management

Table of Contents:

Installation and Setup

1. Download & Installation Guide

A. Register

B. Download Zotero 5.0

C. Download Zotero Browser Connector

D. Install Zotero Word Processor Plug-In

2. Preferences & Settings

A. Sync Zotero

B. Edit Account Settings

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Download and Installation Guide

1. Register

2. Download Zotero 5.0

3. Download Zotero Connector

4. Install Zotero Word Processor Plug-In

1. Register

a. From the Zotero website (www.zotero.org), select "Log In" in the top right corner.

b. Select "Register for a free account."

c. Fill out the registration form. Use your mahec.net email address to access unlimited storage.

d. Activate Account

• A link will be sent to your email address. Click the provided link to activate your Zotero account.

2. Download Zotero 5.0

a. Go to the Zotero website (www.zotero.org) and click the download button.

b. Next, select the "Download" button for Zotero 5.0:               

c. Follow instructions for the Zotero Setup Wizard, and then click "Finish."

3. Download Zotero Connector

a. Back on the Zotero website, download and install Zotero Connector to the web browser of your choosing.

b. Once installed, Zotero Connector will appear as an icon in the corner of your web browser.

4. Install Zotero's Word Processor Add-In

a. Remain within the Zotero Preferences window, or locate and open the menu by selecting "Edit" and then "Preferences."

 b. From the "Zotero Preferences" window, select the "Cite" tab.

c. Within the "Cite" page, select the "Word Processors" tab.

d. Select "Install Microsoft Word Add-In."  

e. Check the "Use classic Add Citation dialog" box.

f. Select "OK."

g. The word processor program will be automatically downloaded.

• The add-in will appear as follows within Microsoft Word:

NOTE: If an error occurs, please visit Zotero's help guide for manual installation instructions. 

Setting Your Zotero Preferences

1. Sync Zotero

2. Edit Account Settings

Once you have installed the Zotero application, you will need to set your preferences. The appearance of Zotero's homepage may differ depending on your operating system. However, the vast majority should look like this: 

1. Sync Zotero

a. From the main Zotero window, click the green "Sync" button () in the top right corner.

b. A small window will appear. Select "Open Sync Preferences."

c. A new page will appear (see below). Select the "Sync" tab, and enter your username and password within the provided form.

• Username and password submitted, the window should appear as follows: 

2. Edit Account Settings

a. To change your account settings, click "Edit" from Zotero's home page.

b. Select "Preferences" from the drop-down menu.