How to Use Zotero

Bite-size search strategies to help you become an expert searcher.

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Instructions

  1. In Zotero, click "Edit" from the menu bar and select "Preferences"
  2. Set the following preferences by selecting the appropriate option:
    • General – Uncheck the option to "Automatically tag items with keywords…"
    • Sync (optional) – Enter your username and password for Zotero and click "Set Up Syncing"
      • For existing users, you can select specific libraries by clicking "Choose Libraries"
    • Cite (Word Processors tab)
      • If Word add-in is not installed, click "Install Microsoft Word Add-in"
    • Advanced
      • Click the dropdown menu in the OpenURL section and select "North America" > "University of Ottawa"
        This will allow you to use the "Library Lookup" feature by auto-filling the URL: https://ocul-uo.primo.exlibrisgroup.com/discovery/openurl?institution=01OCUL_UO&vid=01OCUL_UO:UO_DEFAULT
  3. Click "OK"

Complete Instructions

Review

Task for learning: Set the preferences recommended by the uOttawa Library.

Review question:

All Review Questions

If you have questions, or if you run into problems that the course does not address, e-mail the University of Ottawa Library at bibliolibrary@uOttawa.ca.

CC BY-NC-SA 4.0

This online course is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International license. Unless otherwise stated, it is attributed to Mish Boutet, and is based on handouts by Patrick Labelle (also under CC BY-NC-SA 4.0).

[How to Use Zotero online course updated: November 8, 2022]