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Eastern Michigan University Halle Library

Zotero Citation Manager

This guide is designed to help the EMU community use Zotero to manage citations, organize research, and create bibliographies.
Whether you're just getting started or exploring advanced features, you'll find tools and support throughout this guide.

Best Practices for Power Users

1) Organize with Collections and Tags

  • Collections = folders for projects/courses. An item can live in multiple collections.
  • Tags = keywords across collections (themes, methods, “to read”). Use colored tags to flag priorities (e.g., must-read, methods, theory).
  • Create a light taxonomy (2–6 tags you’ll actually use) and apply consistently.

2) Turn Notes into a Research Database

  • Child notes on items for summaries, quotes, page refs; standalone notes for outlines or task lists.
  • Use a simple note template: Research question → Summary → Key quotes → Methods → Limitations → Tags.
  • Notes are searchable: add quick prefixes like [def], [method], [quote] to speed retrieval.

3) Advanced & Saved Searches

  • Build Advanced Searches (e.g., Tag is “methods” AND Year ≥ 2020 AND Has PDF).
  • Click Save to create a smart collection that auto-updates as your library grows.

4) Work Smarter with PDFs

  • Annotate in Zotero’s PDF reader; then Extract Annotations to a note for easy quoting later.
  • Add Tags directly from the PDF pane to keep reading + organizing in one flow.
  • Use quick filters (has:attachment, is:unfiled, tag:…) to find and triage PDFs fast.

5) Master Citation Styles

  • Install niche journal styles via Cite → Styles → Get additional styles….
  • Pin your top styles (3–5) so switching in Document Preferences is instant.
  • Need custom tweaks? CSL files are editable (XML). (Advanced users only.)

6) Back Up Like a Pro

  • Export Library as Zotero RDF (with files & notes) for full backups.
  • Keep backups in EMU Google Drive or another cloud. Schedule monthly or at project milestones.
  • For sharing with co-authors, export slim formats (RIS, BibTeX).

7) Collaborate with Groups

  • Use Group Libraries for shared projects; set roles (owner/admin/member) and edit/view permissions.
  • Agree on conventions: collections by section, tags by theme, colored tags for action (e.g., red=to read, blue=methods).
  • Use the Web Library for quick access when you’re away from your main computer.

8) Time-Saving Shortcuts

  • Quick Copy bibliography: Ctrl+Shift+C (Windows) / Cmd+Shift+C (Mac)
  • Quick Copy in-text citations: Ctrl+Shift+A (Windows) / Cmd+Shift+A (Mac)
  • Search within library: start typing; press Enter for advanced filters.
     

Pro Tip: Create a tiny “_Templates” collection with a sample note structure, common tags, and a saved search or two. Copy it to jump-start new projects in seconds.