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Zotero: Adding Items

This guide will assist users in installing and using Zotero to cite, save and manage their research sources.

Steps to Adding Items with Zotero

  1. If you are on a Michener computer, make sure Zotero Standalone is open. If you are using your own computer or device, make sure you have installed Zotero Standalone and the connector for the browser you are using.
  2. Search for articles, books, web pages or other resources for your paper or project. If you don't know where to start, try the Michener Learning Resource Centre website.
  3. Once you've found a resource that suits your needs, you can save it to Zotero in a variety of ways:
    If you are on a website, click this icon in your toolbar/ribbon:
    (click on images to open a larger version in a new window)

    Save to Zotero (embedded metadata)
    If you are saving an article, the icon will look like this:
    Save to Zotero (EBSCOhost)
    If you are saving more than one article or other resource, the icon will look like a folder:
    Save to Zotero (EBSCOhost) - multiple articles
  4. Once you've saved your resources, you will be able to view them in Zotero Standalone. You will see that icons indicating the type of resource you are using are also visible there.
    Zotero standalone resource icons
  5. Congratulations! You have successfully added resources to Zotero!

Tutorial: Getting Started with Zotero 4

This playlist contains tutorials on various aspects of using Zotero. It includes a variety of methods for adding various sources to your Zotero library.

What If...

What if I want to cite something that isn't an article or that doesn't have embedded data, like a textbook, a piece of artwork, or a professional association publication?

In this case, you have two options: Manual or Semi-Automatic.

Manual

  1. Open Zotero Standalone.
  2. Click “New Item” under “File” and select the appropriate descriptor. This will create a blank item in your collection.
    (click on images to open a larger version in a new window)
    New item
  3. The right panel in Zotero Standalone for your newly created item can be edited and all the vital information can be added.
    Item information in Zotero standalone


Semi-Automatic

  1. When you click the Zotero icon when accessing a resource with incomplete metadata, it will save what it can find from the resource (e.g. title, url, and access date).

  2. You will need to go into the metadata saved by Zotero and edit for information that wasn't automatically added or that is incorrect.

     

Creative Commons License

Creative Commons License
Michener Institute of Education at UHN, 2018.