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Hunter Library
Research Guides
Western Carolina University

Using Zotero

Zotero is free, easy to use software that helps you save, manage, and cite research sources.

Zotero + EndNote

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.

PDFs and other attachments do not export between programs, however; only citation information.

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.

Image - ImportEndNote 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.

Indexing PDFs

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.

Image - Indexing pdfs

 

 

 

 

 

 


Zotero will download and install a small plugin.

Image - Indexing pdfs

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.

Other Browsers

If you're using Internet Explorer or a mobile browser, you can still save items to your Zotero library. A free Zotero account is required.

The Zotero Bookmarklet works with all desktop browsers and most mobile browsers (including Safari for iPad and the Android browser).

Visit the Zotero Bookmarklet page for installation instructions for your particular browser or device. You won't have to install any software -- just the bookmarklet!

Adding Items by ISBN

Have the book in front of you and want to add it to your Zotero library without having to search for a citation? Image - Adding items by ISBN

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.

Zotero Groups

Zotero's Groups feature allows you to share references with other Zotero users online. It's a great way to work on collaborative research projects.

First, set up Zotero sync and synchronize your library.

  • To create a shared library, click the Create Groups button near the top left of your Zotero window (small blue/green button with two “people” icons, second from the left).
  • To join an existing Zotero library, search for it at zotero.org/groups or be invited by the group’s owner.
  • You must log in to the zotero.org website to create or join a group.

You now have two sections in your Zotero collections pane: My Library and Group Libraries.

Personal and group libraries are entirely separate, and changes made to items in one library do not affect the other. You can drag items back and forth libraries to copy items.

Image - Zotero Groups

Search for existing public groups or create a new group. Groups may be public (searchable, and anyone can join) or private (users can only join if invited).