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Zotero is a free and open-source tool for managing bibliographic references. It can help you:
Create a free account
https://www.zotero.org/user/register
Install
You will need to download both Zotero and the Zotero browser extension for your browser of choice.
1. Installation: Go to https://www.zotero.org/download/
Under Zotero for Mac (or for Windows), click Download.
2. Synchronize the account: open the app and enter your login information in the Data Syncing section.
3. Connector installation: Under Zotero Connector on the same page, Install connector for Chrome, Firefox, Edge or Safari.
The Zotero Connector for Safari is bundled with the Zotero 6 desktop app. (Current versions of Safari don't allow direct installation of browser extensions like other browsers.) After opening Zotero 6 for the first time, you can enable the Zotero Connector from the Extensions pane of the Safari settings (“Safari” menu → “Settings”/“Preferences” → “Extensions”).
https://www.zotero.org/support/kb/safari_compatibility
4. Plugin Installation:
Cite items from your Zotero library in: Microsoft Word, LibreOffice, and Google Docs.
The word processor plugins are bundled with Zotero and should be installed automatically for each supported word processor on your computer when you first start Zotero.
Test
The main functionality of Zotero is to (semi-)automate the collection of bibliographic references as you find them. You should preferably use reliable, verified sources: libraries: AUP library, Sudoc, Worldcat ; academic databases, open archives: Spire, HAL, Base, Theses.fr ; academic search engines: Google Scholar, Isidore; IdRef
Retrieve a reference automatically from the web
When you are on the webpage of an item, click on the Zotero save button in your browser.
The bibliographic reference will be saved in your Zotero library, along with the item in PDF format (Zotero uses unpaywall to retrieve the open access PDF for you, if it exists), if available.
The icon associated with the Zotero save button changes depending on the type of item you are looking at:
The “folder” icon allows you to retrieve a set of references and items all at once.
Be careful: If Zotero can’t recognise the item type, it will treat it as a webpage item by default. It will then be up to you to correct the item type and the bibliographic data.
Clean up your data: Zotero will retrieve the data as it is entered in the database. You can edit and correct eventual errors (capital letters, date format, switch the order of the author's first and last name, item type etc.)
Retrieve PDF metadata
If you have saved the PDFs using Zotero, or if the source you’re using is not compatible with Zotero.
Drag and drop the PDF from your computer to Zotero app. Zotero will automatically retrieve the bibliographic information.
The PDF is renamed, and the corresponding bibliographic reference is added to your library.
Please note: This feature works well with good quality PDFs from large publishers; but much less so with press items, for example.
Annotate et highlight your PDF in Zotero
With Zotero, you can highlight and annotate your PDFs directly in Zotero, without using another PDF reader.
From your library, open a PDF associated with a reference.
You can then extract these annotations and turn them into reading notes.
Note: You may add previously annotated PDFs from outside Zotero and extract the notes in the same way.
Install Word plugin
A Zotero bar is automatically installed in the word processing software (Word and LibreOffice).
You can use Zotero with the installed version of Office 365 and with a Word document on OneDrive/SharePoint, but it cannot be used it with Word online.
On OneDrive/SharePoint select "Open in Desktop App" to edit it in the installed version. It will update it as if you were working on the online version (real-time syncing) and the Zotero plugin should work as usual with that.
The citations are inserted into your manuscript directly in the software interface:
Please note: Zotero app must be open when inserting bibliographic references from your word processor.
If the toolbar does not appear in your word processor: in Zotero > Preferences > Cite > Word processors, choose (Re-)Install Microsoft Word Add-In or (Re-)Install LibreOffice Add-In.
Insert in-text citations or footnotes
In the word processor:
place the cursor where you want to insert the citation
in the Zotero tab, click Add/Edit Citation
a window in the form of a search bar opens
find the bibliographic reference cited: enter either the author’s name or one or more significant words from the title in the search bar of the new window
select the reference corresponding to the citation
hit Enter and the citation appears in your document.
If you choose Classic view, a new window appears with more possibilities:
✔️ browse the different collections
✔️ browse group libraries
✔️ add page numbers when citing the reference:
Change the citation style
You have the possibility of changing bibliographic styles among the +9,000 supported by Zotero. Click on Document preferences:
Footnotes: many of the styles offered are footnote styles. Footnotes are inserted into your document in the same way as in-text citations, but in a different style.
Generate a bibliography in your word document
When you have already entered several bibliographic references in your word processing software, as citations or footnotes, simply click on the software’s Zotero tab: Add/Edit Bibliography.
The bibliography is automatically generated in the style you chose initially.
If you add new citations/footnotes, click Refresh to update.
It is possible to add a reference that does not appear in a citation or footnote to the final bibliography:
select the bibliography generated from the references already cited
click Add/Edit Bibliography. Anew window opens
click the desired reference, click the green arrow and then OK
the bibliography is automatically updated with the new reference.
A Zotero extension also exists for Google Docs. Zotero’s compatibility with Google Docs works through the Zotero Connector for Chrome and Firefox, which adds a new tab to the Google Docs interface.
It also adds a button in the toolbar for citations in one-click.
If you have any questions, please contact library@aup.edu.
The library organizes workshops, see more on AUP Engage.
Video tutorials
