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Zotero Guide: Tips and Tricks

A guide to using Zotero to collect and manage your research sources. It's free software and addons for browsers.

Zotero + EndNote

It's easy to use EndNote and Zotero together and take advantage of the best features of each, or to share Zotero libraries with colleagues using EndNote or vice versa. Both programs can read and write a standard citation file format called RIS, which means references can be converted back and forth with a few clicks.

PDFs and other attachments do not export between programs, however; only citation information.

Zotero to EndNote

To save your Zotero library for importing into EndNote, click the Zotero button that looks like a gear and choose "Export Library." Choose RIS as the file type and pick a filename.

In EndNote, click "File" and then "Import." Click the "Choose File" button and select the file you just exported from Zotero. Set Import Option to "Reference Manager (RIS)" and click Import.

EndNote to Zotero

To export your EndNote library for use in Zotero, click "File" and then "Export." Set the output style to "RefMan (RIS) Export" and save it as a text file.

In Zotero, click the button that looks like a gear and choose "Import." Just double-click the file you exported from EndNote. The new references will be added to a collection named "Imported" followed by the date and time.

Indexing PDFs

(This feature requires Zotero version 2.0)

It's easy to add PDFs to your Zotero library and automatically import their citation info.

First, enable PDF indexing on the Search tab of Zotero's preferences.  Zotero will download and install a small plugin.

Next, just drag your PDF files into the Zotero pane.

Right-click the PDFs and choose "Retrieve Metadata for PDFs."  Zotero will retrieve their citation data from Google Scholar and turn them into citeable items with PDF attachments.

If Zotero can't find a match on Google Scholar, don't worry -- you can still save the citation from another catalog or article database, then drag the PDF onto the citation to make it an attachment.

Adding items by ISBN

(This feature requires Zotero version 2.0)

Have the book in front of you and want to add it to your Zotero library without having to search for a citation?

If you have a book's ISBN, an online article's DOI or PMID number, just click the magic wand button: "Add item by identifier." Type in the book or article's number, and Zotero will automatically download its information and save it to your library.

Subject Guide

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Heidi Syler
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Jessie Ball duPont Library
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Jessie Ball duPont Library, University of the South
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