Why Use Zotero?

 

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Download & Install Zotero

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

  • Using Chrome or Firefox, go to Zotero Download and install Zotero Standalone and the appropriate browser extension. Follow any prompts.

 

Downloading Zotero Standalone

 

Then download the extension for Firefox, Chrome, or Safari by clicking on its icon under Zotero 4.0 for Windows or Zotero 4.0 for Mac and following the instructions.

Downloading Zotero Extension for Chrome

 

  • 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

 

  • 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 Preferences

  • Register for an Account at zotero.org. Your browser will reopen and you will be prompted to create an account . Registering for an account allows you to sync your Zotero library to the cloud, to create group libraries to collaborate with other Zotero users, and to monitor your storage usage.

    Account Registration Page

    Note that syncing to the cloud is not a substitute for backing up your Zotero account. To locate your Zotero directory go to Preferences, Advanced, Files and Folders, and then to Show Data Directory.

    Files Zotero Directory

  • Once you have registered for an account and verified your account by clicking on the link in your email, you should sync Zotero with your online account. Open Zotero and find the Actions menu in the middle of the pane and select Preferences:

Preferences
 

  • In the Sync tab enter your username and password from your online account. Then click OK if using Windows.

Sync Your Online Account in Zotero

We recommend you configure the following preferences in Zotero.

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


 

  • 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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