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Adding Zotero Citations in Word

1. Open up a Word doc.

2. Depending on which version of Word you are running, you’ll insert citations differently. If you’re running 2008 or 2011, you’ll find your Zotero this way:

Click on the scroll icon in Word 2008 or 2011.

If you’re running a different version of Word, you’ll find Zotero in your toolbar. This screencast shows where that toolbar can be found (it’s right at the beginning; blink and you’ll miss it):

If you’re looking for one, but you still don’t see your toolbar, visit View and select Toolbars; select the Zotero toolbar.

If you still don’t see the scroll or the Zotero toolbar, follow the instructions found on this page to reinstall your plugin. (Scroll down to “Zotero toolbar doesn’t appear”.)

3. Once you find your scroll or toolbar, place your cursor wherever you want to put your footnote. Click on the Zotero scroll or navigate to the Zotero toolbar, and then select “Add Citation.”

Every time you start adding Zotero citations in a new document, you’ll see this screen:

For the purposes of this class, you’ll want to select “Chicago Manual of Style (Note With Bibliography),” and you’ll want to select “Footnotes” and “Fields.”

For future reference: You can change the citation style in a document whenever you want. Do this by selecting “Set Document Preferences” from your Zotero menu; you’ll be returned to this screen, and can change your style as you please.

4. You’ll see an “Add/Edit Citation” window. Zotero will show you the folder that you currently have open in your Zotero library. If your item is in a different folder, simply navigate within your Zotero folders until you find it, or use the Search function.

Highlight the item you’re citing, and include page numbers in the “Page” field.

5. To cite multiple sources, select “Multiple Sources” in this window; you’ll see this:

Select as many sources as you want to cite in this footnote, designating page numbers while each is highlighted.

6. Keep on writing away. Copy and paste and move paragraphs and citations around as you please, but if you’re moving footnotes around, make sure you take one key step before turning in your document: Visit your Zotero menu again, and select “Refresh.” Zotero will take a trip through your document, altering the footnote style based on their new location (so, for example, a source appears fully cited when it’s first mentioned, and in a truncated form for its second and third mentions).

How refreshing.

7. For some assignments (including our final research paper) you may need to insert a bibliography. Do this by inserting your cursor at the place in your document where you want your bibliography, then navigating to the Zotero menu and selecting “Add Bibliography.” The sources you used should magically appear.

(There’s another way to make a bibliography with Zotero, if you haven’t cited the sources in a document – this is not something you need to know for this class, but I’ll tell you, for future reference:

Create a collection within your Zotero library. Highlight all of the items you wish to include in the bibliography, then right-click or control-click, until you see this window:

Select “Create Bibliography From Selected Items.” You’ll see this window:

Select the style you desire, then select Copy to Clipboard. Navigate to an empty Word doc and paste. Voila!)

8. Check. Your. Footnotes. Sometimes weird stuff gets into your item records, or things are misspelled. To correct these misspellings or errors, don’t make painstaking changes in each and every footnote. Instead, visit your Zotero library and make changes in the metadata fields for the item in question. Then re-visit your Word document and hit “Refresh” (see #6, above). You should see the mistakes corrected before your eyes.

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