Installing and Configuring Zotero

1. Go to https://www.zotero.org and install Zotero and the Zotero Connector for the browser you use

2. When prompted, set up a free Zotero account

3. In Zotero, go to the  edit menu then preferences. Select the citation tab, and choose Chicago Manual of Style, 17th edition, full note.

Collect Works in Zotero

1. Delete any works in Zotero from sets that have been already exported for loading.

2. Determine if we can add an item using the usual procedure.

3. Use the publisher’s record to add to Zotero. If unpublished, use the record where the work appears. When on the correct record, go to extension, and Zotero, and a pop up will appear that you can use to download the work and it’s metadata to Zotero. 

4. Record Zot on the Word document.

5. If the info loaded into Zotero seems minimal, check that the title, authors and URL have been added to Zotero. If not, add them manually, or add the work using a regular spreadsheet that will be input manually.

6. Copy the citation using “copy bibliography”

1. Change the format to journal articles.

2. If the URL is the DOI, change it to the URL

3. Put the citation into Journal Abbr and put the rights note or cc license names into the ISSN

4. Add any necessary notes--repeating the notation on the Word doc is no longer required unless you need the info when fulling in the spreadsheet (like link only)

7. Delete any extra notes that Zotero created when adding the record

Export Your Set of Works from Zotero

1. Go to file, and export Library.

2. Select EndNoteXML.

3. Check all the boxes.

4. Click ok.

5. Give the download directory a name that matches the set that you’re working on.

6. Attach the zipped download directory to your check work task along with the Word doc and spreadsheet for works that have to be added manually.