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Zotero Beginner's Guide from installation to configuration.
  • Environment: MacOS 14; Zotero 6
  • Official website: https://www.zotero.org/
  • brew install --cask zotero

Why Zotero

Basic needs for literature management:
  • Quickly add literature and be able to automatically extract literature information
  • Easily introduce literature while writing
  • Fast searching
The Zotero Advantage:
  • Fulfills basic document management needs
  • Full-text search capabilities and plug-in extensions
  • Easy collaboration and cloud synchronization
  • Open source and free of charge

What is Zotero

Zotero is a free, open-source document management software that helps users collect, organize, cite, and share research resources. Developed and maintained by the Roy Rosenzweig Center for History and New Media at George Mason University, Zotero's goal is to simplify the process of managing research documents by making it more efficient and convenient.

What Zotero can do

  1. Literature Collection:
      • Easily capture all types of literature from web pages using browser plug-ins such as the Zotero Connector.
  1. Literature Management:
      • Organize and categorize documents with tags and folders
      • Add notes and annotations to bibliographic entries to record important information and personal opinions
  1. Citation and Reference Generation:
      • Support multiple citation formats (e.g. APA, MLA, Chicago, etc.)
      • Easily insert citations and generate reference lists through Microsoft Word and Google Docs plug-ins
  1. Collaboration features:
      • Groups: Create or join groups to share bibliographic resources and notes.
      • Cloud Synchronization: Synchronize repositories and notes across devices
  1. Advanced features:
      • Full-text indexing: support for quickly finding the content of the literature.
      • Plug-in extensions: Extend functionality through plug-ins (e.g. LaTeX integration, statistical analysis, etc.)

How to use Zotero

Importing Literature

Browser plug-in import (most commonly used)

To import Knowledge Network literature through the browser, you need to install a browser plug-in (official browser plug-in) and a Zotero plug-in (Jasmine).
Installation of the browser plug-in method is very simple, will not repeat, the following MacOS system (Windows system is similar, and there are many tutorials, readers can learn by example), demonstrating the installation of the Jasmine plug-in:
  1. Download the Jasmine plugin from the official website:
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  1. Install the plugin in Zotero:
Tools - Add-ons
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Install the plug-in
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Finally, you can select the file you just downloaded:
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  1. Restart Zotero before updating Jasmine:
Remember to restart the Zotero software first, after successfully installing the Jasmine plugin, there will be an additional option for Jasmine in the preferences, click on Unofficial Maintenance of Chinese Translator, then click on Update Translator and wait for the update.
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Finally, you also need to update the browser plugin and restart the browser.
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If you still can't grab the ZhiHua data, then first try to update the browser plug-in several times, restart the browser, and then try to grab the ZhiHua data.
This program is just a solution, Zhi.com and some of the English literature browser plug-ins import, there are many Chinese journal sites and English literature sites, did not succeed, but most cases of Chinese literature are on the Zhi.com to solve the problem, the rest of the use of very little, so the blogger that, at this stage, can capture the Zhi.com data has been enough to follow the need for more support, and then go to the study of the solution, it is more scientific and reasonable! The learning process. The blogger believes that perhaps, the future of the literature management software will be more powerful, to achieve without configuration, you can realize the literature capture, at this stage to grasp the core of the literature can be captured.

Importing identifiers

If you have the ISBN, DOI or PubMed ID of a document or book on hand, you can immediately use these identifiers to add the material to the library, speeding up the efficiency of archiving and retrieval.

Local Files

If you have downloaded a document in PDF format, simply drag and drop it directly into the application and Zotero will automatically recognize and extract the metadata from the PDF document.
In addition, Zotero has the distinct advantage of supporting the addition of attachments in multiple formats. Not only can you add PDF files, but you can also attach Excel tables, bibliographic citations, web links, personal lab notes, and even compressed code files. Whatever the format, Zotero can associate it with a bibliographic entry, helping you to manage and organize your scholarly materials in a more comprehensive way.

Citing Literature

Drag and Drop

Sometimes, in the case of more randomly formatted writing, references can be generated by dragging them directly from Zotero into the software you're writing in.
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Select the document, right-click

  • Share the citation
  • Need to add a reference list in PowerPoint
  • Just want to quickly generate references from articles and don't want to use a Word plug-in
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Select the style you want to generate:
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Word plug-in

Usually when installing the software will be prompted to automatically install the Word plug-in, if for various reasons not installed before, you can set up the citation in the installation, restart Word after the installation can be.
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Select the style:
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Add citations:
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You can search for literature through the author, the title of the document, etc., enter the need to search for the content of the need to add a space to start the search.
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You can select more than one document at a time:
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Add references at the end of the text:
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After modifying references, just click Refresh to update:
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Synchronization

Now Zotero supports all platforms, so there will be the need for synchronization of all platforms, hope that in the computer to organize the literature, can be read on the iPad or cell phone and mark. Zotero literature synchronization is divided into the information of the literature and attachments (generally referred to as PDF files).
Zotero has its own official synchronization services, literature information part, just register a Zotero account can be free cloud synchronization; while the synchronization of the annex, Zotero provides a small amount of free cloud synchronization storage space (blogger wrote a blog post is 300M), is obviously not enough to meet the demand for synchronization of literature. Of course, if you are a RMB player, you can directly open Zotero's membership service to solve the synchronization problem.
However, fortunately, Zotero supports third-party network disk synchronization, that is, through the WebDAV protocol network disk, to synchronize attachments.
The blogger chose to synchronize the network drive is an old Japanese network drive - InfiniCloud, the reason for choosing it is the free cloud storage space (the initial 20G), fully sufficient to cope with the synchronization needs of the document. The following is the specific operation procedure to configure the network disk synchronization:

Configuration method

Register InfiniCloud
  • Fill in the registration information normally, and you will receive an email as verification.
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Additional: How to get extra 5G capacity
Slide to the bottom of the Referral Bonus option, fill in the corresponding invitation code, you can get the foreign capacity, for example, you fill in my invitation code: PXADD.
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Fill in the InfiniCloud URL and username and password into Zotero:
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You can click the "Verify Server" button to verify the synchronization:
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Fill in the Zotero settings of other platforms in the same way to complete the synchronization. For example, this blogger synchronizes documents with the same WebDAV server (InfiniCloud) on Mac, iPad, and iPhone.

My experience with Zotero

For the blogger, the demand for document management is very small, just want to have a "place" to reasonably "place" the documents, and find the desired documents to check when needed, if it can be synchronized in multiple ends, organize the documents on Macbook, mark the documents on iPad, and then synchronize the documents on Macbook. If you can synchronize the documents on multiple devices, organize them on your Macbook, mark them on your iPad, and read them on your cell phone anytime and anywhere, it would be even better.
Zotero's program is a perfect solution for such needs, which is open source and free, and also has powerful and extensible functions. Bloggers daily is to use it to collect literature, while reading and annotations are mostly carried out in Zotero, only a few cases will open other software for approval of editing, and finally in some need to fill in the references, Zotero is more reflective of its convenience.
🌻
Welcome to discuss in the comments below~!
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Liang
Liang
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