Using Zotero: A Sequenced Tutorial

Using Zotero: Getting Started

Zotero is a free citation management tool that allows users to "collect, organize, annotate, cite, and share research" (Zotero, 2023).

Getting Started - Creating a New Zotero Account:
You need to create an account in Zotero. To create an account:

1. Visit https://www.zotero.org/user/register to create your account. We recommend using your OU email address. Your Zotero account resides on a servicer external to OU. When creating your account, please avoid re-using the password associate with your OU NetID.
2. Fill out your information and check your email for a message from Zotero with a link to complete the registration process.
3. Click on the link provided and you'll get access to your new Zotero account, where you can start to save, share, and use resources for your research.

Getting Started - Quick Links

• Quick Start Guide: https://www.zotero.org/support/quick_start_guide
• Getting Help: https://www.zotero.org/support/getting_help
• Frequently Asked Questions: https://www.zotero.org/support/frequently_asked_questions
• Zotero Storage Subscriptions: https://www.zotero.org/storage?id=storage
  • Oakland University does not have a labs or institution storage plan. If you would like additional storage you will need to purchase it at individual pricing.

On to Ways to Use Zotero >

Using Zotero: Account Preferences

You can personalize your Zotero account to best suit your research needs.

• Preferences: https://www.zotero.org/support/preferences
  • General: https://www.zotero.org/support/preferences/general
    • Adjust appearance, import settings, and general features
  • Sync: https://www.zotero.org/support/preferences/sync
    • ​​​​​​​Data and file syncing
  • Search: https://www.zotero.org/support/preferences/search
    • ​​​​​​​PDF fulltext indexing and relevant statistics
  • Export: https://www.zotero.org/support/preferences/export
    • ​​​​​​​Set default settings for bibliographies and citations
  • Cite: https://www.zotero.org/support/preferences/cite
    • ​​​​​​​Add, remove, edit and preview citation styles and install plugins
  • Advanced: https://www.zotero.org/support/preferences/advanced
    • ​​​​​​​Data location, library lookup, and more
  • Hidden Preferences: https://www.zotero.org/support/preferences/hidden_preferences

Using Zotero: Zotero Connector Preferences

The Zotero Connector browser extensions allow you to add items with the click of a button. Zotero Connector is available in Firefox, Chrome, or Safari. 

• Zotero Connector Preferences: https://www.zotero.org/support/connector_preferences