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Zotero: Getting started

A short introduction to Zotero reference management software

This guide is also available in PDF format.

Getting started

We recommend using reference management software to manage your references as this will save you time and help you keep track of your references. Although the Library primarily supports use of Endnote Online, you are welcome to try other tools such as Zotero and Mendeley.

Zotero is free and open source software, so you can continue to use it after your time at the University. It is possible to move your references between Endnote Online and Zotero.

You can use an online version or the desktop version of Zotero or use both together. You have unlimited storage in the desktop version and the online version, except that the online version has a cap of 300MB of cloud storage for PDFs.

1. Begin by registering for an account with Zotero:  https://www.zotero.org/user/register

2. Download Zotero for your operating system: https://www.zotero.org/download/
•    This download will automatically include the Microsoft Word plug in.
We also recommend you download the Chrome Zotero Connector here too.

To sync your library online use the circular arrows on the right-hand side sync button. This is useful if you are using Zotero across multiple devices as well as backing up your Library online. Pressing this button will lead you to sign in with your Zotero details.

Sync library

  1. Go to the Harvard Bath Library page and choose the tab ‘Style files’ and select CSL file.
  2. If you have Zotero connector Chrome extension enabled press ‘Raw’ and then Zotero will pop up to ask if you want to add the style.
  3. Click OK.

Press raw button then OK

Now the style will automatically be added as an option in Word.

3. To choose the style in Word choose the ‘Zotero’ tab then select ‘Document Preferences’ then select ‘University of Bath – Harvard’ then OK.

As described above