Nursing: Graduate

Please Skip this step if your Zotero already contains entries!

You need to decide where to save your Zotero files & retrieved articles. We highly recommend saving to either Documents, or to the Desktop (makes it much easier when migrating to a new computer or quickly backing up), so the first step is to create a New folder in that place & name it: Zotero To access the Preferences settings, open Zotero, then click on the Edit menu choice, and select Preferences:

Advanced tab -- Files and Folders sub-tab

Under Data Directory Location, click on the Choose button and select the newly-created Zotero folder which appears on your Desktop.

Zotero will add the information to the screen similar to above, but with your username.

You will be prompted that it must re-start Zotero.

Modify OpenURL Custom Resolver:

Replace: http://worldcatlibraries.org/registry/gateway

With: https://nmu.primo.exlibrisgroup.com/discovery/search?vid=01NOMICH_INST:NMU&lang=en&mode=advanced

[either copy & paste, or right-click & Copy link address & paste]

On the General tab you may adjust the User Interface Layout, Font size, & Note font size (recommendations below).

A new feature in Version 5.0 is selecting the Layout (red outline below):

Standard Layout displays a selected entry on the right side of the list of items.

Stacked Layout displays a selected entry underneath the list of items.

All boxes are checked by default.

New to version 5.0.36 are changes to indexing PDFs, which is now automatic--no separate installer needed.

Only use if you plan on creating an account & using storage on Zotero server for yourself or group work.

Sync is also beneficial if you are using multiple computers (e.g., work & home) to manage sources.

Enter the username & password used when you created account on Zotero web site.

Note that Sync does not replace making regular backups of your local Zotero files, and cannot be used to restore your Zotero files if your hard drive is damaged or requires re-imaging

PDF Indexing is a feature which allows you to drag-and-drop previously downloaded pdf files into Zotero, and then have it search for metadata on that file & create an entry for you.

As Zotero facilitates creating your own "library" of sources, enabling PDF Indexing will include those sources when searching within Zotero.

Beginning with Zotero version 5.0.36, this screen shows indexing statistics.

This is another area where you should set the Default style you will use. Note that you may always change the default. Under the Default Output Format, click on the drop arrow to change style.

There are over 9,000 citation styles available for Zotero including many styles based on individual journal titles. Zotero only comes configured with the more popular styles but you may add any of the other styles while inside of Zotero.

After clicking on the Cite tab, click on the Styles sub-tab.

Next, locate the style from the list & click on it to select.If you do not see your specific style, click on the Get additional styles... link (see screen shot below) which will open the Zotero Style Repository, and search for your style. Left-click on the style name to select, which will then load that template into Zotero.

Citation Options - Real important especially for APA, MLA, & Chicago styles

Check the box next to the label: Include URLs of paper articles in references.

It is highly recommended using the classic insert citation interface. So on the Word Processors sub-tab, 
check the box next to the label: Use classic Add Citation dialog

Important: You MUST click the OK button to save all changes.

You are now ready to use Zotero.

As with most things, Zotero is not perfect. Always check your citations for accuracy. Zotero will not correct data or capitalized titles for instance. Be sure to check the data for each citation. You can always edit the citations in Zotero.