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Zotero Basics

user guide for the citation manager Zotero

Collection Overview

Zotero displays libraries and collections in the column on the left. Tags are displayed in the lower portion of that column.

Once a collection is highlighted, the items inside it will be displayed in the center column.

When an item in the center column is highlighted, detailed information about that item appears in the right column.

 The Library will always show all of your citations. 

You can adjust the width of the columns. Drag the line that separates the columns to adjust the widths.

collections overview

Organizing Collections

You can drag & drop citations into other collections. This will place the citation in BOTH collections, not move it.drag and drop citations to add them to a collection

dragged items will appear in new collection AND old collectionYou can then delete the citation from the collection you no longer want it in. In the image below, export was the old collection and the highlighted yellow collection is the new one. Zotero will highlight the collection automatically if a citation item is in more than 1 collection.delete citations from the collection you don't want them to be in

If you have a large collection - like the export from RefWorks - you can delete that collection but retain the items within it.delete a collection and keep the items

Deleting the collection will move all the citations to Unfiled Itemszotero library unfiled items

Move citations one-by-one or select multiple citations and move them as a groupmove items one by one or select a group to movemove items will no longer appear in unfiled itemsIf you delete a citation, it will go to the Trash collection until you permanently delete it

Editing References

Editing References is simple and intuitive. You can click, type, and save all changes by working in the right column. All changes will be carried over to other desktop applications and Zotero.org once Zotero syncs.

Select the Collection, select the Reference item you wish to edit, the Info screen will appear in the right column.edit citation options appear in the third coloumn

However over an area. Once it is highlighted blue, you can click on it and edit it. Then hit the ENTER button or click somewhere else to save.click on filled or blank options to edit the citation line by linecitaiton information edits are saved when you click elsewhere in the zotero windowRIGHT CLICK on the title to change it to either Title Case or Sentence Case.right click on a title to select tile or sentence case

Always check the URL - especially for APA style. The URL listed will most likely be the database in which you got the article.check the URL it might be correct for access but not for your citation style

If you add the PDF of the article, more citation information will usually be added. This PDF pulled over the DOI, ISSN, and some other information.PDF added to library brings citation information too

However, the URL is still not correct for APA style. It should be the journal's website and NOT a database from the library.even with a PDF check the URL

 

Adding Notes

Select the Collection, select the Reference, you will see the options in the column on the right. Click the Notes tab.notes options appear int he third columnClick the Add button to add a new note. Click the Minus icon next to a note to remove it.click add to add a note

Adding Tags

Select the Collection, select the Reference, you will see the options in the column on the right. Click the Tags tab.tags options appear in the third column

Click Add button to add more tags. Click the Minus icon next to a tag to remove it.click add to add tags