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Zotero

Guide to using Zotero reference management software

Zotero 7 Inserting citations from within Word

To avoid any errors in your bibliography, it's important that you have removed any duplicates from your library before you begin to cite references in your Word document.

 

  • Open the Word document that you wish to work in.
  • Click on the Zotero tab. You should see the Zotero Plugin. 

Zotero 7 word plugin.

  • Place your cursor where you want your citation to appear in your Word document and click on Add/Edit Citation.

  • The first time, you might see a Document Preferences dialogue box. This will give you the option to select the citation style you want.  

Zotero 7 Document preferences.

After you have made your selection, the Citation dialog box will appear. 

  • Type a few letters of the reference you want to find, for example, the surname of the author or a title. You will see a list of references. 
  • Click on the one you want to add and then press the Enter key on your keyboard

Zotero 7 Citation dialogue box.

Zotero 7 Add multiple sources to citations

Via the Citation dialog box you can insert multiple citations:. 

  • On the bottom left corner of the Citation dialog box you will see a Mutliple Sources... button click on it an new panel will open to the right of your list of references.

Zotero 7 Citation dialogue box Multiple sources button. 

  • Select the sources you want to add and use the little green arrows to move them to the side panel, or up and down the list.
  • When you have selected the sources you want to add to your citation, click ok.

Zotero 7 Citation dialogue multiple sources. 

Add Annotations in Word

To insert extracted annotations to a text in a Word document: 

Zotero 7 Word plugin add note resized.

  • Click on the Insert Note button and a search box will appear.         

 

 

  • Find the annotations you want to import  - you can use a keyword from the title, to find this or a tag name you have used.
  • Select the Annotation you want to add and then press the Enter key. Your annotation will then appear in your document.

Zotero 7 Note bar.

Zotero 7 Inserting citations and annotations from within Word - Beta version

Zotero 7 has updated the the appearance and functionalities of the Citation Dialog box.

  • Use the search bar at the top of the Dialog box to find references or
  • browse the library and select the references by clicking on the + sign.
  • You can change between the library mode and list mode view and if you want to keep your sources sorted by clicking on the icons on the bottom right corner of the Dialog box

Zotero 7 New citation box mini library in Word

  • To select References either cliick on the + sign or double-click on your chosen reference. The reference(s) is automatically added to the Search bar. 
  • To insert citation in the text click on the Arrow at the end of the Search bar.
  • This is also how now you can select Muliple sources for your citations.

Zotero 7 New citation box mini library in Word bubble multi citations

To add Annotations:

  • Click on the Insert Note button and the Citation dialog box will open.
  • Find the annotations you want to import: you can use the Search bar or scroll to view your notes.
  • Select the Annotation you want to add, you will notice that the + sign is now only on the annotations, click on the + sign or double-click on the annotation. Your annotation will then appear in your document.

Zotero 7 New citation box mini library insert note