Skip to Main Content

Zotero Citation Management

This guide will help you in understanding how to use a citation management tool like Zotero. You can use this tool to keep track of all your resources in your own personal database and cite your sources.

Reading PDFs

icons of PDFs in purple

Zotero works with the PDF reader on your computer to access PDFs. This means if you want to read and annotate PDFs you have to have a PDF reader on your computer that can do so. When you are done reading/annotating you can save the item and Zotero will replace the old file.

Taking Notes

Notes can be a good way to list overall thoughts on a resource and they are searchable in Zotero. To add a note click on the record you want to create one for and then select "Notes" at the top of the record display.

Screenshot of a note in Zotero with different colors being used and options for editing the format of the text

Tip: Notes can also be formatted with different sizes, colors, and more. This can make it a really great feature when working in a group.

Creating Folders

You can organize the content in Zotero by creating folder and subfolders.

To create a folder click on the Folder icon with a plus symbol at the top of the Zotero Library.

To create a subfolder/subcollection right click the folder and select "New Subcollection."

screenshot of the Zotero interface with a purple box and arrow highlighting the create folder icon in the top left of the page

Note: In Zotero folders are called "collections." Due to the fact that most people don't refer to them this way though we will be calling them folders for the sake of clarity.

Using Tags

Creating Tags can be another great way to organize your resources in Zotero. Tags allow you to easily mark a resource with multiple keywords to make it easier to track your use and to find. Tags are created and managed by you so they match the language you need to find resources.

An example of using tags would be if you had tags for each reason (such as a publication or conference) that you use a resource for. In this screenshot the Zotero user created tags for two different conferences and applied them both to the same article since they cited it in both instances.

Screenshot of Zotero with the tags selected and boxed in with a purple box. There are 2 tags on this example, acrlnec and acrlny2018

 

To add a tag(s) click on the record you want to create one for and then select "Tags" at the top of the record display.

Searching Zotero

Zotero is completely searchable, so no need to worry if you forgot what folder you put that article in!

You can search Zotero by

  • "Title, Creator, Year"
  • "All Fields & Tags"
  • "Everything"

screenshot of the Zotero interface with the search options menu showing

The search box is at the top right of the Zotero Library display.