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Zotero

An introduction to Zotero

Getting the Word Plug in

Go 
to 
the 
word 
processor
 integration
 page 
and 
select
 the 
option 
for
 either
 Microsoft 
Word or
 Open 
Office
 (all 
examples
 on
 this 
tutorial 
will 
use 
Microsoft Word):

  • Save
 the
 Word 
Plugin 
Installer
  • Run
 the 
Installer 
by 
double
 clicking 
on 
the 
Installer
 icon
  • Follow 
the 
instructions
  • Once 
installation
 is 
complete,
 you
 should 
have 
a 
Zotero
 tool bar
 in
 Word
  • While
 the
 Zotero 
toolbar 
itself 
is 
the 
same 
across 
word 
processors,
 its 
location 
in 
the actual
 program
 may
 differ depending on what version of Microsoft Word or what operating system you have.
  • If you still cannot find the toolbar on your Microsoft Word,you need to go to Firefox and alter the setting of your Add-on. Go to this Zotero page about troubleshooting this issue.

Using Zotero and MS Word

  • If you can’t see your Zotero toolbar, go to view> toolbar> Zotero and select it to activate
  • For this example, we will use a footnote citation system where references are numbered using footnotes (like the Oxford or AGLC3 citations styles.) However Zotero also supports in-text citations styles (like Harvard or APA).
    Where a footnote citation system is used, Word will create the footnotes at the bottom of the page.  Each footnote contains the reference for the work you are citing. 
  1. To add a footnote space for your references to your Word document, go to References and select Insert Footnote
  2. When your cursor is placed at the footnote where you wish to add the reference from Zotero, go to the Zotero toolbar at the top of the screen 

3. When you select the insert citation option, you may be asked to select your citation style.

4. Once you have selected the citation style for the document, you can run a search for the reference you want from your collection of references.

5. Select the article you want from the selection list.

6. Hit enter and the article will go into the footnote field.

7. If you wish to edit the reference, click on Edit reference

Converting your Zotero document back to Plain Text

  • When you are finished using Zotero with the Word document you are working on (e.g. before you submit it for assessment or send it to another person) you may want to take out the Zotero format code.
  • This means you can make final adjustments without the document connecting back to Zotero and overriding your changes to comply with your Zotero reference (e.g. you may have to make manual changes where the output style is wrong, it is not converting references properly or you may want to insert some extra information)

Important Note: Once you have converted the document to plain text you cannot revert back to the previous version of the document with Zotero formatting.

  • Follow these steps to convert your Zotero document to Plain Text:
    • First, make a backup of the document WITH your Zotero citations
    • Next in Microsoft Word, in the Zotero toolbar, select the broken link icon > Zotero remove codes

  • Select yes, making sure you have saved a backup copy with the code
  • When you do this, the document then becomes a normal Word document, with no code connected to Word.
  • You can then type over the references and they will not revert to comply how the reference appears in Zotero.