Why Use Zotero?

 

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Set Up Zotero

Watch this video demonstration of downloading, installing, and configuring preferences for Zotero as a standalone program connected to the Chrome web browser:

 

The same process featured in the video is visualized in snapshots here:

  • Using Chrome, go to the Zotero Download page and install the Zotero Standalone program. Follow any prompts.

Downloading Zotero Standalone

 

  • Then download the extension, called the Zotero Connector, for Chrome.

Downloading Zotero Extension for Chrome

 

  • Next, register for a Zotero online account. This account will allow you to sync your Zotero library to the cloud and to create group libraries to collaborate with other Zotero users. You should be prompted to create this account. You may also register here. After you register, you will be prompted to check your email to click on an account validation link sent from Zotero.

 

Account Registration Page

 

  • Finally, set your Zotero preferences.

Open the Zotero standalone program, click on the cog icon, and choose Preferences from the menu:

Preferences

 

In the Sync tab, enter the username and password you chose for your online Zotero account:
 

 

In the Search tab click on Check for installer and then Install to make the full text of PDFs searchable:

 

  • Open Word to look for the Zotero toolbar. If you do not see any signs of Zotero in Word (see below) try closing and reopening Word.

If you are using a Mac you will either see the toolbar below hovering over Word to the left of the screen or you will find a Zotero menu Applescripts menu pictured below.

In Windows you will find the toolbar in the Zotero tab.

Zotero Toolbar in Word for Windows

 

Watch this video demonstration of downloading, installing, and configuring preferences for Zotero for Firefox, a Firefox extension.

  • Download and Install Firefox

If you do not already have Firefox on your computer, go to mozilla.org and follow the instructions for the free download.

  • Download and Install Zotero

While in Firefox, visit the Zotero Download page and click on Zotero 4.0 for Firefox. When prompted click Allow, then Install Now, then Restart Now:
 

Downloading Zotero for Firefox at zotero.org\

 

  • Install Word Processor Plug-in

Go to Installing Word Processor Plugins for Zotero for Firefox and install the appropriate plug-in for Word or LibreOffice.

Next open Word to look for the Zotero toolbar. If you do not see any signs of Zotero in Word (see below) try closing and reopening Word.

If you are using a Mac you will either see the toolbar below hovering over Word to the left of the screen or you will find a Zotero menu Applescripts menu pictured below.

In Windows you will find the toolbar in the Zotero tab.

Zotero Toolbar in Word for Windows

 

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Set More Preferences

In the General Tab uncheck, if applicable, the following boxes under Miscellaneous.

  1. If you use annotation software with pdfs uncheck the box next to Open PDFs and other files within Firefox when possible. This will allow you to modify your files in software like Adobe Reader and then save them back into Zotero.
  2. If you do not want PDFs to be automatically downloaded into Zotero, uncheck the box next to Automatically attach associated PDFs and other files when saving items.
  3. To prevent Zotero from automatically importing subject headings from databases along with citation information uncheck the box next to Automatically tag items with keywords and subject headings.

 

General Preferences

In the Advanced Tab, input the URL for FindIt@Harvard (http://sfx.hul.harvard.edu/hvd) in the Open URL Resolver box.

                  Configuring Find It @ Harvard

To use Find It@Harvard in Zotero, select a citation and then click the arrow key to choose “Library Lookup.” If it's available, you’ll retrieve the Harvard Library licensed article.

Using Library Lookup

If your Zotero for Firefox user interface (UI) or Zotero Standalone UI are in a language other than English, we recommend switching them to English. The instructions below are from Zotero's Switching Langauges Guide.

  • Zotero for Firefox

By default, the user interface (UI) of Zotero (the labels of menu items, tabs, etc.) is displayed in the same language as Firefox. For example, if you download and install the French version of Firefox, your Zotero UI will automatically appear in French. If translations for a language are not available, Zotero's UI will default to US English.

To change the language of the Zotero UI, you can either use the Quick Locale Switcher Firefox add-on (see below), or follow these instructions:

  • Type about:config into the Firefox address bar and press Enter. Dismiss the “This might void your warranty!” warning.
  • Type “useragent” in the Filter text box. Now double-click the general.useragent.locale preference (or right-click the preference and select Modify), and enter the desired language tag (e.g. “en-US” for US English). See the chrome manifest for all available codes.
  • Type “matchOS” in the Filter text box. If the intl.locale.matchOS preference is set to true, double-click to change it to false. Otherwise, Firefox will use your operating system's language instead of the one you just set.
  • Restart Firefox.

Changing the value of general.useragent.locale also affects the Firefox UI, Firefox add-ons, and websites that adapt their content based on the Firefox locale.

  • Quick Locale Switcher

 

The Quick Locale Switcher Firefox add-on makes it easier to change the value of general.useragent.locale. After installation of the add-on (and restarting Firefox), go to the Quick Locale Switcher Options window, and check the “User Interface Language (general.useragent.locale preference)” checkbox. You can now use the popup menu of the Quick Locale Switcher to switch the Firefox locale (although you still have to restart Firefox after changing the locale). If it has no effect, you may need to change the intl.locale.matchOS preference (see above).

  • Zotero Standalone

 

In Zotero Standalone, the interface language defaults to matching the operating system's language. To override this and use English instead of the operating system's language, open Preferences→Advanced→Open about:config), and set intl.locale.matchOS to false. Then restart Zotero.

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