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Zotero @ the WSU Libraries: Setting Up Your Zotero Library Preferences

About Setting Up Your Zotero

Setting up Zotero properly is very important - if you don't do it you may not get te full value of this great research tool. The instructions below will help you set your Zotero library up  - note that  If you are using Zotero Standalone and the Chrome or Safari Connectors, your Preferences options will be slightly different.

Here is a one-hour video I did for WSU's Global Campus Connections show that walks you through the process for Firefox (you can skip around to the parts that are most useful for you, but it includes the basics of setting up your Zotero preferences and getting items (books, articles, etc.) into your Zotero library. I will make a Chrome/Safari video soon!

https://www.youtube.com/watch?v=lTCdsB5iSRw

About Zotero's Preferences

Correctly setting up your Zotero preferences is the most important part of Zotero. The nice thing about that is once done, you rarely have to worry about them and you can focus on actually using Zotero!


To set up your preferences, click on the down arrow by the Action (gears) icon on the Zotero tool bar and select Preferences. A small separate window with a number of icons will open. You do not need to click on OK until you are finished setting your preferences (Mac uses will not see a OK button; you can just close the window and your preferences will be saved).

Look below to see my suggested preference settings for each preference icon. 

Zotero Preferences: General

For more information about General preferences, see _____

zotero preferences - general

Zotero Preferences: Sync

For more info

  zotero preferences - sync

Zotero Preferences: Search

Annotated screenshot coming soon, but install the PDF Indexing application by clicking on the broad bar in the middle of the screen.

Zotero Preferences: Export

Annotated screenshot coming, but this where you select your default style (you can change it at any time, both within Zotero and also in the Microsoft Word/Open Office plug-ins). If you drag a citation out of the Zotero window into a blog post, email, Google Doc, Word document, etc, it will be formated in the default style. As noted below, the version you are using might not be the most up-to-date; to check on its date, update it, or add a default style that is not on the list of styles, see below.

Zotero Preferences: Cite

More...

UPDATE: ZOTERO IS AUTOMATICALLY UPDATING STYLES NOW SO YOU NO LONGER HAVE TO CHECK TO SEE IF THERE IS AN UPDATED VERSION

 zotero preferences - cite

UPDATE: ZOTERO IS AUTOMATICALLY UPDATING STYLES NOW SO YOU NO LONGER HAVE TO CHECK TO SEE IF THERE IS AN UPDATED VERSION

Zotero Preferences: Proxies

More

 zotero preferences - proxies

Zotero Preferences: Advanced


Under the Files and Folders tab:

Backing up your Zotero folder (if the image is too small, you can right-click on it to open it at a larger size in another tab)

For more on this, see the Zotero documentation on Backing Up and Restoring your Zotero Library (note the importance of making sure your Zotero instance is closed when you copy and back up files...)

 screenshots for backing up your zotero folder

Under the General Tab:

Open URL

Type in the URL below - be sure not to make any mistakes! If you leave WSU, you will need to get the resolver for your new institution (talk to your librarian). WSU Vancouver students - you have your own resolver, and your own How to Use Zoter library guide (link forthcoming).

 

 

Miscellaneous (Editing Citation Styles)


tba...

Upcoming Zotero Classes

See the Home tab in this guide for a schedule of classes

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