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Zotero Challenge Spring 2023

OBJECTIVE: The goal for Day One is to install Zotero on your computer and to register for a free account.

INSTRUCTIONS:

1) Watch the brief introduction video below.

2) Complete the tasks: Navigate by using the tabs above (Task One, Two, etc.) Follow the video and written instructions within each tab to complete each task. Tasks are best completed in order -- as they build off one another. 

*note* The challenge assumes you are working on your personal computer.  If you are working on an OSU owned machine you can use the software center to install Zotero.

DAY ONE TASK OVERVIEW:

1. Install Zotero on your computer

2. Register for a Zotero account

3. Set up recommended preferences

QUESTIONS? email Gwen's email

6Video Length: 1min 17sec

TASK ONE: Install Zotero on your computer

ATTENTION: Before installing Zotero, close out of Microsoft Word. Otherwise, the software won't install properly. 

1. Navigate to Zotero.org and click "Download." 

2. Download Zotero 6.0 and install the Zotero Connector in your browser. 

Zotero 6.0 is the main app which gets installed on your desktop. Its stores and organizes your citations.

 The Zotero Connector is a browser extension that captures citation information (and PDFs) and sends it to the desktop app. 

download zotero and connector

Video Length: 0min 55sec

TASK TWO: Register for a Zotero account

From zotero.org/user/register, click "Register" and fill in the required fields.

Registering for a FREE Zotero account allows you to 1) Synch your citations and files across devices 2) create groups for sharing your citations 3) back up your Zotero file information and 4) get 300 MB storage for free.

Video Length: 2min 34sec

TASK THREE: Set up preferences

To set your preferences, open Zotero 6.0 on your desktop. In the upper left corner of the Zotero app, click Edit, then select Preferences.

1. Sync the desktop app to your online account: 

This step will back-up your citations and allow you to access your citations across devices. Within Zotero Preferences (under Edit), click on the Sync tabEnter your username/password and then click "Set Up Syncing."

2. Set up your preferred/default citation style in Zotero, e.g. APA, MLA, Chicago:

Within Zotero Preferences, click on the Cite tab -- specifically StylesSelect your preferred style and click OK. If you don't see your style listed, click the "Get additional citations styles" link and download your style.

3. Make sure Zotero is working in Microsoft Word: 

Open Microsoft Word and look for the Zotero tab (top right). If you see it, the Zotero Word plug-in has been installed successfully.

If you DON'T see the Zotero tab, CLOSE MICROSOFT WORD and navigate back to the Zotero app. Go back into Preferences and choose Cite -- Word Processors. Click "Reinstall Microsoft Word Add-in."

ANOTHER QUICK RECOMMENDATION: To make the process of inserting citations into your Word Document easier, set your preferences to "Use classic Add Citation dialog." To do this, from the Zotero app, go to Preferences -- Cite -- Word Processors and check the "Use classic add citation dialog."