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Get Started with Zotero

Zotero is an open source citation manager. You can download the Zotero program and the browser plug-in at the link below, and create an account and sign in to sync your "library" across devices.

Zotero allows you to attach PDFs, notes and images to your citations, organize them into collections for different projects, share them in "group libraries," and create in-text citations and bibliographies.

NOTE: Zotero is hosted on a US server and does not comply with  BC's Freedom of Information and Protection of Privacy Act (FIPPA) which  requires that the mandated use of systems located outside of Canada must be with prior written consent if the user has to provide personal information.

Zotero Tutorials

The following two links are for tutorials created by TRU Librarians on using Zotero. They will walk you through setting up and using many of Zotero's features.

Additional Library Resources for Zotero

The below downloads are materials from library workshops about Zotero and citation management. The PowerPoint slides provide step-by-step instructions for all key Zotero tasks and are a great resource for any stage of your Zotero journey.

The gallery slides at the bottom of this page are snippets from the PowerPoint if you need a quick refresher of how to get started, add resources, or cite with Zotero.

Installing and Logging In

Shows links to download Zotero and Connector.

Zotero Downloads Page

Instructions on how to sign in to Zotero
Screenshot of Zotero desktop version

Zotero Example

Adding Resources to Zotero

Screenshot showing where to click to add item from library search to Zotero

Adding to Zotero from Discover Search: Step 1

Screenshot showing where to click to add item from library search to Zotero

Adding to Zotero from Discover Search: Step 2

An option that will appear when adding to Zotero

Adding to Zotero from Discover Search: Step 3

screenshot of importing file to Zotero

Adding to Zotero from Discover Search: Step 4

screenshot of adding file to zotero

Adding to Zotero from Discover Search: Step 5

Screenshot of where uploaded item is in Zotero

Adding to Zotero from Discover Search: Step 6

note: this process does not upload the PDF. can drag and drop PDF later

Adding PDFs

you can save multiple items from Discover search all at once, rather than one at a time

Adding Multiple Items at Once

screenshot: save items from discover search and find them in a list

Adding Multiple Items at Once: Step 1

screenshot: select all and export items

Adding Multiple Items at Once: Step 2

Using the Zotero connector to add from the Library

Use the Zotero Connector with Library Links

Creating Citations

directions on copy/paste citations
instructions on creating citations from a folder
instructions on citing with MS Word

Citing with MS Word: Step 1

screenshot of how to use zotero plugin for MS Word

Citing with MS Word: Step 2

screenshot of how to use zotero plugin for MS Word

Citing with MS Word: Step 3

OpenAthens and Reference/Citation Managers

Thompson Rivers University (TRU) allows you to access online library resources—such as journal articles and research databases—even when off-campus. This is made possible through a proxy service, which connects you to the library system as if you were on campus.

Citation managers like Zotero and Mendeley simplify this process. Their browser extensions can automatically detect and use TRU’s OpenAthens proxy. Once you access a resource through the proxy, your citation manager will remember it and continue using the proxy for future visits to that site.

Zotero Connector and OpenAthens

If you're using Zotero, the Zotero Connector browser extension handles proxy settings automatically—no manual setup required. However, if you're having trouble accessing resources or want to adjust how the proxy feature works, you can do so in the Connector’s settings.

Having Trouble? Try These Steps

If Zotero isn’t saving items correctly when using OpenAthens, try these steps:

  1. Clear your browser history and cache. Old data (like from EZproxy) can interfere with OpenAthens. Clearing your cache can help Zotero detect the correct proxy.
  2. Check Zotero Connector settings.
    • Right-click the Zotero icon in your browser toolbar.
    • Select Preferences or Options.
    • Go to the Proxies tab.
    • If you see outdated entries (e.g., EZproxy) in the Configured Proxies box, select them and click the minus (–) button to remove them.
  3. After making changes, close and reopen your browser, then try saving the item again.

Read more in the Zotero Connector guide and support documentation.

Mendeley Web Importer and OpenAthens

The Mendeley Web Importer is a browser extension that allows you to quickly save references and full-text PDFs to your Mendeley library. The tool has recently been redesigned and now requires cookie access to function properly. Unlike Zotero, Mendeley has more limited access to settings, so troubleshooting may differ slightly.

Having Trouble? Try These Steps:

  1. Clear Your Browser Cache and History
    • Cached data—especially from services like EZproxy—can interfere with authentication systems like OpenAthens. Clearing your cache may help the Web Importer detect the correct proxy settings.
  2. Enable Cookies for Mendeley
    • Make sure cookies are enabled for the following domains:
    • brtx.mendeley.com
    • id.elsevier.com
    • You can find browser-specific instructions here. After enabling cookies, restart your browser and try using the Web Importer again.
  3. Reinstall the Web Importer and Reset Mendeley
    • If the above steps don’t resolve the issue:
      • Remove and reinstall the Mendeley Web Importer extension.
      • Open the Mendeley desktop app and go to Help > Reset Mendeley.
    • Caution: Resetting will restore your library from the cloud. Any unsynced changes—such as recent additions or setting modifications—will be lost. Make sure to sync your library before proceeding.

Read more in the Web Importer guide and support documentation.

Still Need Help?

If it’s still not working, let us know! We are happy to help!