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Zotero Quick Start

Megan Zara

Created on September 18, 2025

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Zotero Quick Start

This interactive resource is a reformatted version of Zotero’s Quick Start Guide (Zotero, n.d.), created to present the same information in a different format for ease of use.

Getting Started

Start Here

What items can be stored in Zotero?

What does Zotero do?

Click on the questions to see the answers to these to get started.

Organize

Collect

Where do I download Zotero?

What can I do with items?

How much does Zotero cost?

Cite

Collaborate

How do I install Zotero?

Web vs. Desktop Versions

How do I open Zotero?

Zotero Connector

Zotero Quick Start

This interactive resource is a reformatted version of Zotero’s Quick Start Guide (Zotero, n.d.), created to present the same information in a different format for ease of use.

Getting Started

Tags

Collections

The left pane includes My Library, which contains all the items in your library. Right-click on My Library or click on the New Collection button ( ) above the left pane to create a new collection, a folder into which items relating to a specific project or topic can be placed.

Items can be assigned tags. Tags are named by the user. An item can be assigned as many tags as is needed. Tags are added or removed with the tag selector at the bottom of the left pane or through the Tags tab of any item in the right-hand pane.

Organize

Collect

Searches

Saved Searches

Quick searches show items whose metadata, tags, or fulltext content match the search terms and are performed from the Zotero toolbar. Clicking the spyglass icon to the left of the search box opens the Advanced Search window, allowing for more complex or narrow searches.

Cite

Advanced searches can be saved in the left pane They are similar to collections, but will update with new matching items automatically.

Collaborate

Zotero Connector

Zotero Quick Start

This interactive resource is a reformatted version of Zotero’s Quick Start Guide (Zotero, n.d.), created to present the same information in a different format for ease of use.

Getting Started

Hover Over Text

Attachments

Notes

Files

Links & Snapshots

Organize

Collect

Capturing Items

Translators

Saving a Web Page

Manually Adding Items

Cite

Single or Multiple Captures

Add Item by Identifier

Feeds

Collaborate

Zotero Connector

Zotero Quick Start

This interactive resource is a reformatted version of Zotero’s Quick Start Guide (Zotero, n.d.), created to present the same information in a different format for ease of use.

Getting Started

Word Processing Integration

Citing Items

Zotero's Word, LibreOffice, and Google Docs plugins allow users to insert citations directly from their word processing software. In-text citations, footnotes and endnotes are all supported.

Zotero uses Citation Style Language (CSL) to properly format citations in many different bibliographic styles. Zotero supports all the major styles, as well as the specific styles for over 8,000 journals and publishers.

Organize

Collect

Automatic Bibliographies

Manual Bibliographies

Cite

Zotero can also insert citations and bibliographies into any text field or program. Simply drag-and-drop items, use Quick Copy to send citations to the clipboard, or export them directly to a file.

Using the word processor plugins makes it possible to automatically generate a bibliography from the items cited and to switch citation styles for the entire document with the click of a button.

Collaborate

Zotero Connector

Zotero Quick Start

This interactive resource is a reformatted version of Zotero’s Quick Start Guide (Zotero, n.d.), created to present the same information in a different format for ease of use.

Getting Started

Groups

Zotero Servers

Syncing

Organize

Collect

Use Zotero on multiple computers with Zotero syncing. Library items and notes are synced through the Zotero servers (unlimited storage), while attachment syncing can use the Zotero servers or your own WebDAV service to sync files such as PDFs, images, or audio/video.

Items synced to the Zotero servers can be accessed online through your zotero.org account. Make copies of your research readily available on zotero.org for readers, the public, and other researchers using My Publications.

Zotero users can create collaborative or interest groups. Shared group libraries make it possible to collaboratively manage research sources and materials, both online and through the Zotero client.

Cite

Collaborate

Zotero Connector

Zotero Quick Start

This interactive resource is a reformatted version of Zotero’s Quick Start Guide (Zotero, n.d.), created to present the same information in a different format for ease of use.

This interactive resource is a reformatted version of Zotero’s Quick Start Guide (Zotero, n.d.), created to present the same information in a different format for ease of use.

Getting Started

Zotero Connector

Zotero Connector is a browser extension that helps you create a bibliographic library with items rich in metadata. It adds a button to your browser which allows to save items with a single click. Zotero Connector is available for Firefox, Chrome and Safari. Microsoft Edge Google Chrome

Organize

Collect

Adding Items

After installing the Connector a Zotero button will be added to your browser. Clicking the button will save the currently open website into your Zotero library. The saving workflow has three steps:

Cite

Select a collection in Zotero.

The item is saved into your library.

Click the Connector button.

Collaborate

Zotero Connector

Is the Zotero web library the same as the Zotero desktop app?

The Zotero desktop app is the primary way of using Zotero and offers complete functionality. When people talk about “Zotero”, they're almost always referring to the desktop app. The Zotero web library is a complementary tool for accessing your Zotero data when you're away from your main computer or using a platform that can't run Zotero (locked-down institutional computers, some Chromebooks, etc.). The web library also allows you to share a Zotero library publicly with people who might not use Zotero.

https://www.zotero.org/support/kb/web_vs_desktop

What can I do with items in Zotero?

Items appear in Zotero's center pane. The metadata for that item is shown in the right pane. This includes titles, creators, publishers, dates, page numbers, and any other data needed to cite the item.

https://www.zotero.org/support/quick_start_guide

How do I install Zotero?

Mac

  • Open the .dmg you downloaded and drag Zotero to the Applications folder.
  • You can then run Zotero from Spotlight, Launchpad, or the Applications folder and add it to your Dock like any other program.
  • After installing Zotero, you can eject and delete the .dmg file.

Windows

  • Run the setup program you downloaded.

https://www.zotero.org/support/installation#:~:text=Where%20do%20I,program%20you%20downloaded.

What does Zotero do?

Zotero is, at the most basic level, a reference manager. It is designed to store, manage, and cite bibliographic references, such as books and articles. In Zotero, each of these references constitutes an item. More broadly, Zotero is a powerful tool for collecting and organizing research information and sources.

https://www.zotero.org/support/quick_start_guide

What items can be stored in Zotero?

Every item contains different metadata, depending on what type it is. Items can be everything from books, articles, and reports to web pages, artwork, films, letters, manuscripts, sound recordings, bills, cases, or statutes, among many others.

https://www.zotero.org/support/quick_start_guide

How much does Zotero cost?

Real-World Example

  • I currently have 163 items in personal collections and 230 in groups I own.
  • Total saved: 393 items, which use about 300 MB.

When Upgrades Make Sense

  • I eventually upgraded to 2 GB of storage for $20 per year, but only after about 18 months of steady use.
  • If you regularly delete or archive items you no longer need, you may be fine on the free tier indefinitely.
  • If you are more of a saver than a sorter, the paid plan is inexpensive peace of mind.

Storage Plans

The platform uses tiered plans.Only your personal collections and any groups you own count toward your storage limit. Groups you do not own do not count.

https://www.zotero.org/support/quick_start_guide