This page describes the various ways by which you can store bibliographic information (e.g. of books, journal articles, and web pages) as items in Zotero. To learn more about storing files (such as PDFs or images), and attaching files to items, see the files page.
This feature is available if you have Zotero for Firefox or have installed Zotero Connectors for Chrome, Safari, or Opera in addition to Zotero Standalone. See installation.
One of Zotero's most convenient features is its ability to find bibliographic information on the web pages you visit. For example, when you are looking at the record for a book in an online library catalog, Zotero's save button in the Firefox toolbar will often switch the icon a book (circled in red):
Safari Users: The icon is just to the left of the address bar, grouped with other Safari icons:
When you click this book icon, Zotero will save all of the bibliographic information about that book to your library, in a newly created “Book” item. On some web pages that list information about multiple items (e.g. a list of Google Scholar search results), Zotero will show a folder icon. Clicking this folder icon will open a window in which you can select the items that you want to save to your library:
If you have selected a collection in the left-hand column of Zotero (that is, a collection is highlighted in the left column rather than “My Library”), items are saved into that collection.
Whether or not Zotero can recognize bibliographic information on a web page depends on the web page. Some websites use a standard way to provide Zotero with data (via embedded metadata). For other sites, Zotero relies on website-specific translators. Zotero works with most library catalogs, several popular websites such as Amazon.com and NYTimes.com, and many (gated) databases and websites of scientific publishers. Just look for icons in the toolbar or address bar of your browser (for more information, see our compatible websites list). By default, translator updates are automatically installed, independent of Zotero updates.
You can quickly add items to your library if you already know their ISBN, Digital Object Identifier (DOI), or PubMed ID. To add an item via one of these identifiers, click the “Add Item by Identifier” button () at the top of the center column of the Zotero pane, type or paste in the identifier and press Enter.
With Zotero for Firefox, you can create an item from any webpage by clicking the save button in the Firefox toolbar. If the page isn't recognized by a translator, you'll see a gray page icon:
If “Automatically take snapshots when creating items from web pages” is enabled in the General tab of the Zotero preferences, a copy (or snapshot) of the webpage will be saved to your computer and added as a child item. To view the saved copy, double-click the snapshot.
Holding down the Shift key while clicking the save button will temporarily toggle the snapshot setting, allowing you to create a Web Page item with no snapshot even if the snapshot preference is enabled, and vice versa.
With Zotero Standalone, you can create an item with a snapshot from the current page by right-clicking the page background and selecting “Save Page to Zotero”.
Double-clicking a Web Page item without a snapshot in your library will take you to the original webpage. Double-clicking a Web Page item with a snapshot will display the snapshot instead. You can also visit the original webpage by clicking the ”URL:” label to the left of the URL field in Zotero's right pane.
Older versions of Zotero supported annotating webpages and you may still see references to that in forum thread or outdated documentation. Unfortunately, webpage annotations are not currently supported.
You might want to migrate to Zotero but already have an extensive library stored in other reference management software. To import such libraries into Zotero, start by exporting the bibliographic data from your other software program. Then, in Zotero, click the gear icon () and select “Import…”. Browse to your file, select it, and click the “Open” button. This should import the exported items into your Zotero library in a date-stamped collection.
For detailed instructions on how to make the switch from Endnote to Zotero, see Importing Records From EndNote.
Zotero can import amongst others the following bibliographic file formats:
- Zotero RDF
- MODS (Metadata Object Description Schema)
- Unqualified Dublin Core RDF
Note that import/export is generally not recommended for transferring entire Zotero libraries between different Zotero installations. Import/export usually does not give you an exact copy of your Zotero library, and, if you use Zotero's word processor plugins, any links to Zotero items from existing word processor documents will be lost after recreating a Zotero library via export/import. Instead, you can use Zotero's sync features or manually copy the Zotero data directory.
To include a PDF or any other file from your computer in Zotero, simply drag it to Zotero - you can drag to an existing item to attach the file or drag between items to store as an independent item.
To the same effect you can also use “Store Copy of File…” under the green plus sign (independent item) or the “Attach Stored Copy of File” under the paperclip item in the Zotero toolbar (attachment).
For PDFs that you have added as independent items, you can try to automatically download bibliographic data from the internet by right-clicking them and selecting Retrieve Metadata for PDF
To manually add an item to your Zotero library, click the green “New Item” () button at the top of the center column, and select the desired item type from the drop-down menu (the top level of the menu shows recently created item types; the complete list of item types, minus Web Page, can be found under “More”). An empty item of the selected item type will now appear in the center column. You can then manually enter the item's bibliographic information via the right column.
Note: When you want to create an item for a web page, it is usually easiest to visit the page in your browser and then save it to Zotero (see Saving Webpages). Because of this, Zotero developers removed the Web Page item type from the “New Item” menu. However, you can still create an empty Web Page item by creating an empty item of another type and switching the item type to Web Page via the right-hand column of the Zotero pane.
When you have selected an item in the center column, you can view and edit its bibliographic information via the Info tab of the right column. Most fields can be clicked and edited. Changes are saved automatically as they are made. Some fields have special features, which are discussed below.
Each item can have zero or more creators, of different types, such as authors, editors, etc. To change the creator type, click the creator field label (e.g., “Author:”). A creator can be deleted by clicking the minus button at the end of the creator field, and additional creator fields can be added by clicking the plus button at the end of the last creator field. Creators can be reordered by clicking a creator field label and selecting “Move Up” or “Move Down”.
Each name field can be toggled between single and two field mode by clicking the “Switch to single field” / “Switch to two fields” buttons at the end of the creator field. Single field mode should be used to institutions (e.g., when the author is “Company A”), while two field mode (last name, first name) should be used for personal names.
Journal articles are often cited with the abbreviated journal title. Zotero stores the journal title and journal title abbreviation in separate fields (“Publication” and “Journal Abbr”, respectively). While some citation styles require different abbreviations, most of the variation is in whether or not the abbreviation contain periods (e.g., “PLoS Biol” or “PLoS Biol.”). Because removing periods is more accurate than adding them, we recommend that you store title abbreviations in your Zotero library with periods. Zotero can then reliably strip out the periods in rendered bibliographies when the chosen citation style calls for it.
In English, titles are typically either Title Cased or Sentence cased (for the distinction, see http://blog.apastyle.org/apastyle/2012/03/title-case-and-sentence-case-capitalization-in-apa-style.html ). Because citation styles differ in their casing requirements, and because automatic conversion of sentence case to title case is much more accurate than the other way around, we recommend that you store titles in your Zotero library in sentence case. Zotero can then reliably convert titles to Title Case in rendered bibliographies when the chosen citation style calls for it.
To help with changing the case of titles, the title fields (e.g., “Title”, “Publication”, “Series Title”, “Short Title” for the “Journal Article” item type) can be right-clicked. This shows the “Transform Text” menu, with options to convert the title to either “Title Case” or “Sentence case”. Zotero does not recognize proper nouns, and transformed titles should always be checked for capitalization errors.
Clicking the label of the URL (“URL:”) and DOI (“DOI:”) fields will open up the (DOI-resolved) URL in your web browser.
Zotero will accurately import metadata supplied by most bibliographic databases, library catalogs, publisher sites, and webpages. It will even make adjustments to the metadata to compensate for known quirks (author names in all upper case, etc.) in what the supplier provides. That said, sometimes the metadata that Zotero receives is incomplete or incorrect. For example, one major academic search site often provides the wrong serial name with otherwise correct metadata. Another scholarly research site's metadata can omit some of the authors' names or present them in the wrong order. Even major publishers sometimes provide individual authors' first and last names in the wrong order and inconstantly within the same journal volume and issue or even within the same article. Some publishers' metadata may omit important items (author names when there are many, journal ISSNs, DOIs, etc.) Some metadata is provided with only author last names and one or two initials when the authors' full names are provided on the full text version of the article.* Publishers have different conventions for the casing of titles. No software can accurately and reliably convert title case to sentence case. If titles are entered in (or converted to) sentence case, Zotero can accurately convert them to title case if the style requires that format. For Zotero to be able to properly disambiguate author names to fit the requirements of a style, the authors' names must be entered consistently and identically with each record.
It is essential that users become aware of these issues and verify that the records in their library are accurate and in the correct format so that Zotero can produce well-formed citations in the text and the bibliography of your manuscript.
*For author names to be properly disambiguated in author-date styles, the author's name must be consistent across all items to which s/he contributed.