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Citation Management

Information about citation management, as well as EndNote, Mendeley and Zotero.

Zotero Logo Zotero is a citation management software that is open source.

Key Points:

  • Full functionality for individuals and groups of limited size​
  • Storage space: 300MB for free; space upgrades at $20 per year (for 2GB of space)
  • Computer-based with cloud storage option​
  • Plugin or Standalone​
  • Compatible with Word, Google Docs and LibreOffice/OpenOffice/NeoOffice
  • Automatically get full text from Dartmouth's citation list using this link: https://search.library.dartmouth.edu/openurl/01DCL_INST/01DCL_INST:01DCL?​

We recommend

Creating New References

Desktop Client

1. Click on the "add new reference button".

2. Select the type of reference you're trying to add.

3. Double check the Zotero has pulled the metadata from your reference correctly.

 

Zotero's Website

1. Click on the "add new reference button".

2. Select the type of reference you're trying to add.

3. Enter the reference information, click save.

Web Import Button

1. Add the Zotero Importer to the browser of your choice. 

2. On the webpage you would like to site, click on the Zotero Importer button. 

 

Helpful hint: you must have Zotero open on your desktop for the web import button to work. Items are added to the desktop client and then need to be synced to Zotero's website using the sync button 

Editing References

Desktop Client

1. Click on the reference you would like to edit.

2. In the details panel (right hand side), select the field you would like to make edits to.

3. When you are done making changes, hit enter.

 
 

Zotero's Website 

1. Click on the reference you would like to edit.

2. Click edit. 

3. Select the fields you would like to edit, the click on save. 

Helpful hint: Forget to upload a PDF? Instead of clicking edit, scroll to the bottom of the reference page and click on "upload attachment" OR right click the article and select "find available PDF" (this only works if Dartmouth has access to the PDF you're looking for)

Removing References

Desktop Client

1. Select the reference you would like to remove (use ctrl key or ⌘ key to select more than one).

2. Press the Delete key -OR- right click on a reference and select Delete Documents 

Zotero's Website

1. Select the reference you would like to remove (use the check boxes to select more than one).

2. Press the delete button.