Zotero offers users a variety of ways to capture, import and archive item information and files. On this page you will learn how to collect information on books, journal articles, and websites with a single click and then easily store related PDFs, images, links, whole web pages and any other files alongside that information inside your Zotero library.

Perhaps the most important feature of Zotero is its ability to sense when you are looking at an item (or items) on a web page. For instance, if you are looking at the record for a book on an online library catalog, Zotero’s book icon will appear in Firefox’s location bar (at the top of the browser window, where the current web address, or URL, appears), like so:

Simply click on the book icon and Zotero will save all of the citation information about that book into your library. (The Zotero window does not have to be open for this to work.) If you are looking at a group of items (e.g., a list of search results from Google Scholar or LexisNexis), a folder will appear. Clicking on the folder will produce a list of items with check boxes next to them; choose the ones you want to save and Zotero will do the rest.

If you are currently working in a specific collection (that is, a collection is highlighted in the left column rather than “My Library”), the references will be copied to that location as well as your overall library.

Zotero senses information through site translators. Zotero's translators should work with most library catalogs, some popular websites such as Amazon and the New York Times, and many gated databases. Just look for icons in the location bar. (For more information or for some sites to try out, see our Compatible Sites list.) The Zotero team will be adding support for additional sites over time. You need not check back here for these extra translators; they will be automatically added to your Zotero installation every so often.

To archive a web page select the “Create New Item From Current Page” icon (). This will archive a copy of the page in your library. To see the page as it was on the day you captured it double click the snapshot icon associated with the file, as shown below.

When you bring up your snapshot, an annotation bar in the upper left hand corner of your screen will appear.

Zotero's automatic captures make it easy to work with web resources, but not everything you need to use in your research is online. Zotero makes it easy to manually add items as well.

Click on the green plus icon in the center pane. Select the type of item you want to create from the drop down menu. You can view more item types at the bottom of the menu. If the options do not fit your item exactly try to find the kind of item that would contain the same fields. Once you select an item type an blank item of that type will appear in your center pane. You can then manually enter the bibliographic information into the right pane.

Click on any of the fields in the right column to begin entering your information. If you have additional authors you can click on the + next to the first author to add additional fields. When you have finished entering the metadata you can drag in attachments.

Many users come to Zotero with extensive collections stored in other reference management software. The following information describes how to make the move from EndNote to Zotero, but the same basic steps apply to most other reference management systems.

In EndNote, select “Output Styles” from the Edit menu. From the list of output styles select BibTeX. Once BibTeX is set as the format, select “Export” from the File menu. In the Export window that pops up, choose “Text Only” and hit “Save.” After exporting from EndNote, click on the gear icon above the left column in your Zotero pane and select “Import” from the pull-down menu. In the file system window that pops up, locate the BibTeX file you exported from EndNote and select “Open.” This should import your references into Zotero.

If you have any issues related to importing and exporting references, try searching the forums. You may well find quick tips to help you solve your problem. If your search doesn't turn up the answer you were looking for, post your question to the forums. This is the quickest way to get information from the Zotero team.

On the right pane of your Zotero screen, you can view and edit information about an individual item. Highlight the item in your center pane. Click on the Info tab in the right pane. You can edit the text boxes by clicking on them. You can also edit the Object ID boxes by clicking on them and selecting a different option. You can add or delete an author/contributor/editor by clicking on the plus (+) or minus (-) icons. In this pane you can also add notes, attachments, tags, and related item links to your items.

Beyond storing item information Zotero is also a powerful tool for storing any kind of file related to your research. To add a file to your Zotero collection simply drag it from your desktop or a folder on your computer into the middle pane. Some files, like HTML files and image files, are natively supported in Firefox. So if you double click on these types of files inside your Zotero collection they will launch inside your browser. If the files are not supported in Firefox double clicking on the file will launch it in whatever program your OS is set to launch the file in. For example, if you store a word doc or an excel spreadsheet inside your Zotero library double clicking on those files will launch the program you have designated to open those file types. In most cases it is best to attach these files to full Zotero items. To attach a file to an item simply drag it on to the item you would like to attach it to.