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This is the stand-alone guide for Zotero.

How to use this guide

The "Setting up Zotero" section of The Migration Guide: RefWorks to Zotero has multiple drop-down options to help guide you through the process of setting up your reference library in Zotero. Each drop-down tab option is a different step.  It is important to download, install, and do a basic set up of your Zotero account before you begin the migration process from RefWorks to Zotero.  This section of the migration guide walks you through all the steps that you need to perform in order to complete the setting up Zotero process. The steps are outlined below, and links to each individual walkthrough are included below.  

Step 1: Download Zotero and Create an account:


Step 2: Enable PDF Indexing:


Step 3: Set default citation style:


Step 4: Consider disabling automatic attachments and tags:


Download and Install Zotero

In order to download Zotero, go to

1. Click on download Zotero (make sure that it is the version of Zotero that is compatible with your computer, for example, if you are using a Mac laptop, click on Zotero for IOS.  

2. After following the steps to download and install Zotero, be sure to install the "Zotero Connector" ( found on the Zotero downloads page) which works in coordination with your Zotero application. 



Installing Zotero: Video Tutorial

This video will show you how to get started.

Install Zotero Connector

Connectors allow your web browser to save citations to your Zotero library.

The Zotero downloads page should automatically detect what browser you're using and give you a link.

Each browser has its own version of the Zotero connector, so if you use Chrome, Firefox and Safari you'll need to install all three.

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