Zotero Reference Management Software / workflow guide

See here links to useful Zotero plugins, organized by workflow. These will be discussed in the workshop.

Software packages overview
Category	Task	Zotero software	Adjacent software
Library maintenance	Importing from plain text references	Stylio
	Importing from plain text references		Anystyle, GROBID, Scholarcy Ref
	OCR	Zotero OCR
	OCR		{ External OCR Program } { Tesseract, Adobe Acrobat, forthcoming macOS? }
	Completing & correcting metadata	DOI Manager
Collaboration	Shared Library	Zotero sync account
Collaboration	Writing with dynamic references	Zotero sync account	Google Docs, Overleaf
Writing / citation		{ Native Zotero plugins / connector }	Microsoft Word; LibreOffice
		RTF scan
	Writing with Citekeys	BetterBibTex	Text editor, e.g. Markdown, LaTeX, or Word Processor	OS-wide Zotero bridge	Pandoc
	Writing with Citekeys		Text editor, e.g. Markdown, LaTeX, or Word Processor	editor-specific Zotero bridge
Research:	Concept mapping		Obsidian	editor-specific Zotero bridge
	Extracting annotations and highlights from PDFs	ZotFile
	Bibliometric analysis	Cita
	Bibliometric analysis	Voyant-export	Voyant

Zotero* itself

⚖️ 🧑‍⚖️ 🏛If you work with primarily with (or at least with a lot of) ==legal documents,== note that you may want to instead install Jurism, a specialized fork of Zotero. It is, for the most part, interchangeable with Zotero

Installation

The most important thing to install is Zotero.

For macOS and Windows, get the application from the Zotero download page.

For Ubuntu or Debian-based Linux distributions, follow the instructions here:

wget -qO- https://github.com/retorquere/zotero-deb/releases/download/apt-get/install.sh | sudo bash
sudo apt update
sudo apt install zotero

Make sure to also install the connector extension/s for your browser.

Go ahead and launch Zotero. Set up Zotero’s library.

⚠️ ==CAREFUL:== Do not place Zotero’s library in a cloud-synchronised folder (such as Dropbox or iCloud). WebDAV is ok, though.

⚠️ However, you are not done! In order to get the most important benefits from using Zotero, you need to install and set up a few plugins:

Plugins & other software

📍Note: you can find a list of additional plugins on the Zotero website.

ZotFile

[website

github]

Installation

Download the .xpi file of the latest release
Install ZotFile:
[in 🆉otero]
1. In the main menu go to Tools > Add-ons
2. Select ‘Extensions’
3. Click on the gear in the top-right corner and choose ‘Install Add-on From File…’
4. Choose .xpi that you’ve just downloaded, click ‘Install’
5. Restart Zotero

Setup

DOI Manager

[ github ]

Download the .xpi file for the latest release.
Install Zotero DOI Manager:
[in 🆉otero]
1. In the main menu go to Tools > Add-ons
2. Select ‘Extensions’
3. Click on the gear in the top-right corner and choose ‘Install Add-on From File…’
4. Choose .xpi that you’ve just downloaded, click ‘Install’
5. Restart Zotero

BetterBibTex

[[	github](https://github.com/retorquere/zotero-better-bibtex)]

📍BetterBibTex allows Zotero to integrate with a wider variety of programs through “LaTex citation keys” aka “citekeys”.

Download the latest release (the .xpi file)
Follow the installation instructions:
[in 🆉otero]
1. In the main menu go to Tools > Add-ons
2. Select ‘Extensions’
3. Click on the gear in the top-right corner and choose ‘Install Add-on From File…’
4. Choose .xpi that you’ve just downloaded, click ‘Install’
5. Restart Zotero
Perform an export. Pick a place that makes sense for it, where it will be easily accessible, such as ~. Unlike the Zotero data directory, you can put this in a cloud.
Set up the auto-export:

Cita

Pandoc

https://pandoc.org/

Obsidian

[ website ]

Necessary plugins

Installing