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Using Zotero

Use Zotero to save and organize your citations. Collaborate with other users and generate bibliographies.

Installing the Add-ons

You can use Zotero to write citations for you in Microsoft Word by using the Zotero Word Plugin. There are also plugins available for LibreOffice and Google Docs, but this page focuses on Word.

The Microsoft Word "add-in" may already be installed when you install Zotero 7.0. To check this, and install the "add-in" if necessary, go to Zotero settings. Then click the "Cite" link on the right (see screenshot below).

Zotero settings options for the Microsoft Word add-in

Creating a bibliography using Zotero MS Word Add-on

  1. With your cursor, click where you want your citation to appear in the document.
  2. Select “Zotero” tab in MS Word.        
  3. Click “Add/Edit Citation.”Add or edit citation
  4. Search for your citation using author name, keywords, or part of the title. Then select it.Search box in Zotero to search for a citation
  5. Hit "Enter." This will add the in-text citation to your document.
  6. If prompted, set preferences for your document’s citation style.Set citation style
  7. Click “Add/Edit Bibliography.”Add or edit bibliography
  8. A bibliography (or works cited section) in your chosen style will be added to the END of your document. The bibliography will update as you add more citations to your writing.

Fixing mistakes and finishing your writing

As with any automated citation creator, Zotero is bound to make some mistakes in your citations and bibliography. Furthermore, you may want to change some of the citation formatting to suit your needs. Follow the instructions here to make sure your changes are not unintentionally reversed!

Fix citation information

If you see issues with the information in the citations (titles, author names, etc.) including capitalization errors, the best way to fix these is to correct the information in your Zotero library.

  1. Look at the source in the Zotero desktop app and correct any errors in the info pane on the right.
  2. For capitalization issues, it is recommended that you change your titles to sentence case. To do this, click the three dots to the right of the title and select Sentence Case. You will then have to manually capitalize any proper nouns in the title.
  3. Zotero change case tool Manually editing a title in Zotero

  4. To see your changes reflected in the Word document, click Refresh in the Zotero menu in Word.
  5. Word Zotero refresh button

Editing the format and adding additional text

Many citation styles will require you to add additional text to your citations, especially if you are using footnotes. You may also want to change the order in which Zotero lists citations within a note, or other such tweaks. Zotero does allow you to customize your citations by adding page numbers, prefixes and suffixes. However, this functionality can be tedious in some citation styles. You can type directly in the Word document to change a citation, but you must first unlink your citations, or else your changes will be lost when the document refreshes.

Important!: Unlinking the document

When you are sure that you have added all your citations to your document, that you have added your bibliography/works cited section, and that all incorrect citation information has been corrected in your library, refresh one last time. Then, you should unlink the citations from Zotero by clicking Unlink Citations in the Zotero menu. This will turn all the citations into normal text and prevent Zotero from changing anything without your knowledge. At this point, you can proceed to edit your document like a typical Word document.

Word Zotero unlink citations button