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| quick_start_guide [2017/07/17 03:26] – [The Basics] dstillman | quick_start_guide [2022/11/12 01:56] (current) – [Collections] dstillman |
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| ======The Basics====== | ======The Basics====== |
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| ====How do I install it?==== | ====How do I install Zotero?==== |
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| Download Zotero from the [[/download|download page]], along with the Zotero Connector for your web browser. | See the [[installation|installation instructions]]. |
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| The steps for installing Zotero depend on your operating system: | |
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| * **Mac:** Open the .dmg you downloaded and drag Zotero to the Applications folder. You can then run Zotero from the Applications folder and add it to your Dock like any other program. | |
| * **Windows:** Run the setup program you downloaded. | |
| * **Linux:** Linux users may wish to use a package for their distro rather than using the tarball directly. If you download the tarball, unzip it and run 'zotero' from that directory to start Zotero. Alternatively, on Ubuntu-based distros, move the directory to a location of your choice, run the bundled ''set_launcher_icon'' script to update the included "Zotero" desktop file with the full path to the bundled Zotero icon, and then double-click "Zotero" directly or symlink zotero.desktop to ~/.local/share/applications/ to add it to your launcher. | |
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| ====How do I open Zotero?==== | ====How do I open Zotero?==== |
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| {{https://www.zotero.org/support/_media/quickstartguide1.png?w=120&h=66&t=1437581990 }} | {{https://www.zotero.org/static/images/support/quick_start/small/how-to-open.png?w=150&h=100&nolink }} |
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| ====What does Zotero do?==== | ====What does Zotero do?==== |
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| {{http://www.zotero.org/static/images/support/quick_start/small/intuitive-interface.png?nolink }} | {{:quick_start/intuitive_interface.png?w=150&nolink }} |
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| 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. | 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. |
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| ====What kind of items are there?==== | ====What kind of items are there?==== |
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| {{http://www.zotero.org/static/images/support/quick_start/small/items.png?nolink }} | {{:quick_start/item_types.png?150&nolink }} |
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| Every item contains different metadata, depending on what type it is. Items can be everything from books, articles, and documents to web pages, artwork, films, sound recordings, bills, cases, or statutes, among many others. | 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. |
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| ====What can I do with items?==== | ====What can I do with items?==== |
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| {{http://www.zotero.org/static/images/support/quick_start/small/metadata.png?nolink }} | {{:quick_start/item_metadata.png?150&nolink }} |
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| Items appear in the center column. The metadata for that item is in the right column. This includes titles, creators, publishers, dates, and any other data needed to cite the item. | 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. |
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| ====Collections==== | ====Collections==== |
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| [[collections_and_tags#collections|{{http://www.zotero.org/static/images/support/quick_start/small/collections.png?nolink }}]] | [[collections_and_tags#collections|{{https://www.zotero.org/static/images/support/quick_start/small/collections.png?nolink }}]] |
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| The left column includes My Library, which contains all items. Clicking the button above the left column creates a new [[collections_and_tags#collections|collection]], a folder into which items relating to a specific project or topic can be placed. Think of collections like playlists in a music player: items in collections are aliases (or "links") to a single copy of the item in your library. | 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 ({{:quick_start/add_collection.png?nolink&width=16}}) above the left pane to create a new [[collections_and_tags#collections|collection]], a folder into which items relating to a specific project or topic can be placed. Think of collections like playlists in a music player: items in collections are aliases (or "links") to a single copy of the item in your library. The same item can belong to many collections at one time. |
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| ====Tags==== | ====Tags==== |
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| [[collections_and_tags#tags|{{http://www.zotero.org/static/images/support/quick_start/small/tags.png?nolink }}]] | [[collections_and_tags#tags|{{https://www.zotero.org/static/images/support/quick_start/small/tags.png?nolink }}]] |
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| Items can be assigned [[collections_and_tags#tags|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 column or through the Tags tab of any item in the right column. Up to 6 tags can be assigned colors and numbers. Numbered tags can be quickly added or removed using the corresponding number keys on your keyboard. | Items can be assigned [[collections_and_tags#tags|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. Up to 6 tags can be assigned **colors**. Colored tags are readily visible in the item list and can be quickly added or removed using the number keys on your keyboard. |
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| ====Searches==== | ====Searches==== |
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| [[searching|{{http://www.zotero.org/static/images/support/quick_start/small/searches.png?nolink }}]] | [[searching|{{https://www.zotero.org/static/images/support/quick_start/small/searches.png?nolink }}]] |
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| [[searching|Quick searches]] show items whose metadata, tags, or 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. | [[searching|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. |
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| ====Saved Searches==== | ====Saved Searches==== |
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| [[searching|{{http://www.zotero.org/static/images/support/quick_start/small/saved_searches.png?nolink }}]] | [[searching|{{https://www.zotero.org/static/images/support/quick_start/small/saved_searches.png?nolink }}]] |
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| [[searching|Advanced searches]] can be saved in the left column. They are similar to collections, but will update with new matching items automatically. | [[searching|Advanced searches]] can be saved in the left pane They are similar to collections, but will update with new matching items automatically. |
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| ====Attachments==== | ====Attachments==== |
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| [[attaching files|{{http://www.zotero.org/static/images/support/quick_start/small/attachments.png?nolink }}]] | [[attaching files|{{https://www.zotero.org/static/images/support/quick_start/small/attachments.png?nolink }}]] |
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| Items can have notes, files, and links attached to them. These [[attaching files|attachments]] appear in the middle column underneath their parent item. Attachments can be shown or hidden by clicking the arrow or plus sign next to their parent item. | Items can have notes, files, and links attached to them. These [[attaching files|attachments]] appear in the middle pane underneath their parent item. Attachments can be shown or hidden by clicking the arrow next to their parent item. |
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| ====Notes==== | ====Notes==== |
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| [[notes|{{http://www.zotero.org/static/images/support/quick_start/small/notes.png?nolink }}]] | [[notes|{{https://www.zotero.org/static/images/support/quick_start/small/notes.png?nolink }}]] |
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| Rich-text [[notes]] can be attached to any item through the Notes tab in the right column. They can be edited in the right column or in their own window. Click the New Standalone Note button in the toolbar to create a note without attaching it to an item. | Rich-text [[notes]] can be attached to any item through the Notes tab in the right-hand pane. They can be edited in the right-hand pane or in their own window. Click the New Note button ({{:note_add.png?nolink&|}}) in the toolbar to create a note without attaching it to an item. |
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| ====Files==== | ====Files==== |
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| [[attaching files|{{http://www.zotero.org/static/images/support/quick_start/small/files.png?nolink }}]] | [[attaching files|{{https://www.zotero.org/static/images/support/quick_start/small/files.png?nolink&w=150&h=100 }}]] |
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| Any type of file can be [[attaching files|attached]] to an item. Attach files with the Add Attachment (paperclip) button in the Zotero toolbar, by right-clicking on an existing item, or by drag-and-dropping. Files do not need to be attached to existing items. They can simply be added to your library. | Any type of file can be [[attaching files|attached]] to an item. Attach files with the Add Attachment (paperclip) button in the Zotero toolbar, by right-clicking on an existing item, or by drag-and-dropping. Files do not need to be attached to existing items. They can simply be added to your library. Files can also be downloaded automatically when you import items using the [[#Capturing_Items|Zotero Connector in your browser]]. |
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| ====Links & Snapshots==== | ====Links & Snapshots==== |
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| [[archive the web|{{http://www.zotero.org/static/images/support/quick_start/small/snapshots_links.png?nolink }}]] | [[attaching_files#web_snapshots|{{https://www.zotero.org/static/images/support/quick_start/small/snapshots_links.png?nolink }}]] |
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| [[archive the web|Web pages]] can be attached to any item as a link or a snapshot. A link simply opens the website online. A snapshot is a locally stored copy of a web page in the same state as it was when it was saved. Snapshots are available without an internet connection. | [[attaching_files#web_snapshots|Web pages]] can be attached to any item as a link or a snapshot. A link simply opens the website online. Zotero can also save a snapshot of a web page. A snapshot is a locally stored copy of a web page in the same state as it was when it was saved. Snapshots are available without an internet connection. |
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| ====Capturing Items==== | ====Capturing Items==== |
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| [[getting stuff into your library|{{http://www.zotero.org/static/images/support/quick_start/small/capture.png?nolink }}]] | [[getting stuff into your library|{{https://www.zotero.org/static/images/support/quick_start/small/capture.png?nolink&w=150 }}]] |
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| If you are using one of Zotero's connectors for Chrome, Firefox, or Safari, it is simple to create new items from information available on the internet. If a [[getting stuff into your library|save icon]] appears in the toolbar or address bar, Zotero can automatically create an item of the appropriate type and populate the metadata fields. If a full-text PDF is available, it will usually be automatically attached to the item. Importing from some websites will also attach useful links (e.g. to the PubMed entry) or Supplemental Data files. | With the Zotero Connector for Chrome, Firefox, or Safari, it's simple to [[getting stuff into your library|create new items]] from information available on the internet. With the click of a button, Zotero can automatically create an item of the appropriate type and populate the metadata fields, download a full-text PDF if available, and attach useful links (e.g., to the PubMed entry) or Supplemental Data files. |
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| ====Single or Multiple Captures==== | ====Single or Multiple Captures==== |
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| [[getting stuff into your library|{{http://www.zotero.org/static/images/support/quick_start/small/multiple_capture.png?nolink }}]] | [[getting stuff into your library|{{https://www.zotero.org/static/images/support/quick_start/small/multiple_capture.png?nolink&w=150 }}]] |
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| If the [[getting stuff into your library|save icon]] is a book, article, image or other single item, clicking on it will add the item to the current collection in Zotero. If the save icon is a folder, the webpage contains multiple items. Clicking it will open a dialog box from which items can be selected and saved to Zotero. | If the [[adding_items_to_zotero|save icon]] is a book, article, image, or other single item, clicking on it will add the item to the current collection in Zotero. If the save icon is a folder, the webpage contains multiple items. Clicking it will open a dialog box from which items can be selected and saved to Zotero. |
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| ====Translators==== | ====Translators==== |
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| [[/translators|{{https://www.zotero.org/static/images/support/save_button_book.png?nolink&150 }}]] | [[/translators|{{https://www.zotero.org/static/images/support/save_button_book.png?nolink&w=150 }}]] |
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| Zotero uses bits of code called [[/translators|translators]] to recognize information on webpages. There are generic translators which work with many sites and translators written for individual sites. If a site you're using does not have a translator, feel free to request one in the forums. | Zotero uses bits of code called [[/translators|translators]] to recognize information on webpages. There are generic translators which work with many sites and translators written for individual sites. If a site you're using does not have a translator, feel free to request one on the [[/forum|Zotero Forums]]. |
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| ====Saving a Web Page==== | ====Saving a Web Page==== |
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| [[archive the web|{{https://www.zotero.org/static/images/support/save_button_webpage.png?150 }}]] | [[attaching_files#web_snapshots|{{https://www.zotero.org/static/images/support/save_button_webpage.png?nolink&w=150 }}]] |
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| If the Zotero Connector does not recognize data on the page, you can still click the save button in the browser toolbar to create a [[archive the web|Web Page]] item and save the page as an attached snapshot. While this will save basic metadata (title, URL, access date), you may need to fill in additional metadata from the page by hand. | If the Zotero Connector does not recognize data on the page, you can still click the save button in the browser toolbar to save the page as a [[attaching_files#web_snapshots|Web Page]] item with an attached snapshot. While this will save basic metadata (title, URL, access date), you may need to fill in additional metadata from the page by hand. |
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| In Zotero Standalone, you can save any webpage by right-clicking (or command-clicking on a Mac) on the page background and choosing "Save Page to Zotero". | |
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| ====Add Item by Identifier==== | ====Add Item by Identifier==== |
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| [[getting_stuff_into_your_library#add_item_by_identifier|{{http://www.zotero.org/static/images/support/quick_start/small/identifier.png?nolink }}]] | [[getting_stuff_into_your_library#add_item_by_identifier|{{https://www.zotero.org/static/images/support/quick_start/small/identifier.png?nolink&w=150&h=100 }}]] |
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| Zotero can [[getting_stuff_into_your_library#add_item_by_identifier|add items automatically]] using ISBN number, Digital Object Identifier (DOI), or PubMed ID. This is done by clicking the Add Item by Identifier button in the Zotero toolbar, typing in the ID number and clicking OK. You can even paste or enter (press Shift+Enter for a larger box) a list of such identifiers at once. | Zotero can [[adding_items_to_zotero#add_item_by_identifier|add items automatically]] using their an ISBN number, Digital Object Identifier (DOI), or PubMed ID. This is done by clicking the Add Item by Identifier button ({{:toolbar-lookup.png?nolink&|}}) in the Zotero toolbar, typing in the ID number, and clicking OK. You can even paste or enter (press Shift+Enter for a larger box) a list of such identifiers at once. |
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| | ====Feeds==== |
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| | [[feeds|{{:feeds.png?nolink&150 |}}]] |
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| | Subscribe to [[feeds|RSS feeds]] from your favorite journals or websites to keep up to date with the latest research. Go to the article web page or save items to your library with the click of a button. |
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| ====Manually Adding Items==== | ====Manually Adding Items==== |
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| [[getting_stuff_into_your_library#manually_adding_items|{{http://www.zotero.org/static/images/support/quick_start/small/manual.png?nolink }}]] | [[adding_items_to_zotero#manually_adding_items|{{:quick_start/add_item.png?150&nolink }}]] |
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| Items can be [[getting_stuff_into_your_library#manually_adding_items|added manually]] by clicking the New Item button in the Zotero toolbar, then selecting the appropriate item type. Metadata can then be added by hand in the right column. Apart from the versatility this provides, it is important for adding primary documents. | Items can be [[adding_items_to_zotero#manually_adding_items|added manually]] by clicking the green New Item ({{:add.png?nolink&|}}) button in the Zotero toolbar and selecting the appropriate item type. Metadata can then be added by hand in the right-hand pane. While you should generally not add items manually, it can be useful for adding primary documents that aren't available online. |
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| ====Citing Items==== | ====Citing Items==== |
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| [[/styles|{{http://www.zotero.org/static/images/support/quick_start/small/styles.png?nolink }}]] | [[/styles|{{https://www.zotero.org/static/images/support/quick_start/small/styles.png?nolink }}]] |
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| Zotero uses Citation Style Language (CSL) to properly format citations in many different bibliographic [[/styles|styles]]. Zotero supports all the major styles (Chicago, MLA, APA, Vancouver, etc.) as well as a great many journal-specific styles. | Zotero uses Citation Style Language (CSL) to properly format citations in many different bibliographic [[/styles|styles]]. Zotero supports all the major styles (Chicago, MLA, APA, Vancouver, etc.) as well as the specific styles for over 8,000 journals and publishers. |
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| ====Word Processor Integration==== | ====Word Processor Integration==== |
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| [[word processor integration|{{http://www.zotero.org/static/images/support/quick_start/small/word_plugin.png?nolink }}]] | [[word processor integration|{{:word_integration_tab.png?nolink&150 |}}]] |
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| Zotero's Word and OpenOffice plugins allow users to [[word processor integration|insert citations]] directly from their word processing software. This makes citing multiple pages, sources, or otherwise customizing citations a breeze. In-text citations, footnotes and endnotes are all supported. | Zotero's Word, LibreOffice, and Google Docs plugins allow users to [[word processor integration|insert citations]] directly from their word processing software. This makes citing multiple pages or sources or otherwise customizing citations a breeze. In-text citations, footnotes and endnotes are all supported. With [[plugins#LaTeX_TeX_and_Plain_Text_Editors|community-developed plugins]], Zotero can also be used with LaTeX, Scrivener, and numerous other writing programs. |
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| ====Automatic Bibliographies==== | ====Automatic Bibliographies==== |
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| [[word_processor_plugin_usage|{{http://www.zotero.org/static/images/support/quick_start/small/bibliography.png?nolink }}]] | [[word_processor_plugin_usage|{{https://www.zotero.org/static/images/support/quick_start/small/bibliography.png?nolink }}]] |
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| Using the [[word_processor_plugin_usage|word processor plugins]] makes it possible to switch citation styles for the entire document at once or automatically generate a bibliography from the items cited. | Using the [[word_processor_plugin_usage|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. |
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| ====Manual Bibliographies==== | ====Manual Bibliographies==== |
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| [[creating bibliographies|{{http://www.zotero.org/static/images/support/quick_start/small/manual_bib.png?nolink }}]] | [[creating bibliographies|{{https://www.zotero.org/static/images/support/quick_start/small/manual_bib.png?nolink }}]] |
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| Zotero can insert [[creating bibliographies|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. | Zotero can also insert [[creating bibliographies|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. |
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| ====Syncing==== | ====Syncing==== |
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| [[sync|{{http://www.zotero.org/static/images/support/quick_start/small/sync.png?nolink }}]] | [[sync|{{https://www.zotero.org/static/images/support/quick_start/small/sync.png?nolink&w=150&h=100 }}]] |
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| Use Zotero at multiple computers with [[sync|syncing]]. Library items 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. | Use Zotero on multiple computers with [[sync|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. |
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| ====Zotero Servers==== | ====Zotero Servers==== |
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| [[sync|{{http://www.zotero.org/static/images/support/quick_start/small/online.png?nolink }}]] | [[sync|{{:quick_start/online_mylibrary.png?150&nolink }}]] |
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| Items synced to the Zotero servers can be accessed online through your [[/|zotero.org]] account. Share your library with others or create a custom C.V. from selected items. | Items synced to the Zotero servers can be accessed online through your [[/|zotero.org]] account. Share your library with others or create a custom C.V. from selected items. |
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| | Make copies of your research readily available on [[/|zotero.org]] for readers, the public, and other researchers using [[My Publications]]. |
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| ====Groups==== | ====Groups==== |
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| [[groups|{{http://www.zotero.org/static/images/support/quick_start/small/groups.png }}]] | [[groups|{{https://www.zotero.org/static/images/support/quick_start/small/groups.png }}]] |
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| 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. Zotero.org can be the hub of all your project group's research, communication and organization. | 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. [[/|Zotero.org]] can be the hub of all your project group's research, communication and organization. |
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