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Zotero Citation Guide: Reference Management for Research

Date Published

Zotero: The Essential Reference Manager

Zotero is a free, open-source reference manager that makes citing sources easy.

What is Zotero?

Zotero helps you:

- Collect — save references from the web - Organize — group sources by project - Cite — insert citations as you write - Collaborate — share libraries with colleagues

Getting Started

1. Download Zotero (zotero.org) 2. Install browser connector 3. Create account for syncing 4. Start collecting references

Collecting References

From Websites

Click the Zotero browser button on:

- Journal article pages - Library catalogs - Amazon (for books) - Google Scholar results

By DOI or ISBN

In Zotero, click the magic wand icon and enter:

- DOI: 10.1234/example - ISBN: 978-0-123456-78-9

Zotero fetches all metadata automatically.

Manual Entry

Right-click → New Item → Choose type (book, article, etc.)

Organizing Your Library

Collections

Create folders for projects:

- Dissertation - Paper on Topic X - Course readings

Tags

Add keywords to items for cross-referencing.

Search

Full-text search across all PDFs and notes.

Citing in Documents

Word/Google Docs

Use Zotero plugin:

1. Insert Citation → search for source 2. Insert Bibliography → generates reference list

LaTeX Integration

Export to BibTeX:

1. Right-click collection → Export 2. Choose BibTeX format 3. Save as .bib file

In LaTeX:

\bibliographystyle{plain} \bibliography{myrefs} \cite{AuthorYear}

Better BibTeX Plugin

For seamless LaTeX integration:

- Auto-generates citation keys - Keeps .bib file synchronized - Customizable key formats

Citation Styles

Zotero supports 10,000+ citation styles:

- APA (psychology, social sciences) - MLA (humanities) - Chicago (history) - IEEE (engineering) - Nature, Science, specific journals

Install more from Zotero Style Repository.

PDF Management

- Store PDFs with references - Annotate and highlight - Extract annotations as notes - Full-text search in PDFs

Syncing and Backup

- 300MB free storage - Syncs across devices - WebDAV for more storage - Export for backup

Zotero vs. Other Tools

Use Zotero with Octree

Octree integrates with your workflow:

- Import BibTeX from Zotero - AI helps format citations - Preview references instantly - Export with perfect bibliography

Try it at https://useoctree.com