Managing Sources with Zotero

Download the Zotero App

Zotero can be downloaded as an app to your Central Methodist University iPad. From the app, you can collect sources, upload attachments, generate citations/bibliographies, and take advantage of all of the other functionality available from Zotero.org. Please note: Using Zotero.org from a web browser is recommended for the best user experience.

Download Zotero from the Apple App Store

Once you have downloaded the app and have signed in to your Zotero account, you can start collecting sources in your Zotero library! Below are step-by-step instructions for how to collect sources in Zotero manually, using a unique identifier, and through Safari.

Adding Sources to Zotero through Safari

If you have downloaded the Zotero app for iOS and have created an account, sources can be saved to Zotero through the Safari web browser.

1. Ensure that you have downloaded the Zotero app for iOS and have created or signed in to your Zotero account.
2. Open the desired source in Safari.
3.  Share the source to Zotero by clicking the share icon in the top right of your screen and choosing the Zotero icon (Note: If this icon is not present, scroll through the icons and choose More at the end of the list. Zotero should be listed in the suggested apps. To add Zotero to your favorites, choose Edit at the top right of the menu box and click the plus sign next to Zotero.
   

4. A new pop-up window will open. Choose the collection that the source should be added to. Optionally, you can also add tags so that you can easily sort through your sources.

5. Once you have chosen the correct folder, click "Save to Zotero."

6. Open the Zotero app and find the folder you used. The source will be nested inside this folder.

7. Click the title to view the linked webpage. Click the blue circled "i" for the citation information and an abstract (if available).

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Manually Add Sources

1. Open the Zotero app and choose/create a collection (Zotero's name for a folder) to store your sources in. If a collection needs to be created for the source, click the blue arrow to the left of the screen, name the collection in the resulting pop-up menu, and then click "Save."
2. Next, click the blue plus sign (+) at the top right of the screen.
3. Choose "Add Manually."
4. A new menu will open which lists out different formats (journal article, book, film, podcast, and etc.) in alphabetical order. Choose whatever format best fits the source that you intend to add.
5. Enter as much information as you can in the fields provided. Once you have finished, click "Done" in the top right.

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Adding Sources by an Identifier

Zotero allows you to automatically collect sources based one of the source's unique identifiers. Examples of these identifiers could include International Standard Book Numbers (ISBNs), Digital Object Identifiers (DOIs), PubMed identification numbers (PMIDs), and, in some cases, Uniform Resource Locators (URLs). To use this feature:

1. Click the blue plus sign (+) on the top right of your screen.
2. In the menu bar that appears, choose "Add by Identifier."
3. In the pop-up menu that appears, paste the identifier in the text box and click "Look Up."

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