Configure

  • Sync Zotero for Firefox with your online account. (Required)
  • Make the full text of the pdfs stored in Zotero searchable. (Recommended)
  • Use the Classic Add Citation dialog box. (Recommended)
  • Set up General preferences. (Optional)
  • Configure Zotero by going to Preferences. click the Zotero icon in the lower right corner of Firefox and then the gear icon.

    Opening Zotero Preferences

    Sync

    In the Sync tab, enter the username and password you created earlier. Zotero will automatically sync your citations and attached documents with your online account. You can also sync Zotero across multiple computers.

    In the Search tab, click Check for installer, then Install.

    Zotero will make the full text of all of your PDFs searchable. You'll also be able to drag PDFs to Zotero and automatically retrieve information about them.

    Cite

    For ease in locating material within Zotero and in adding page numbers for citations we recommend selecting Use classic Add Citation dialog. You can also install the Microsoft Word Plug-in from here if you haven't already done so.

    General

    If you do not want pdfs to be automatically downloaded into Zotero along with citation information, go to the General tab and uncheck the box next to Automatically attach associated PDFs and other files when saving items.

    If you are planning to use annotation software with pdfs uncheck the box next to Open PDFs and other files within Firefox when possible. This will allow you to modify your files in software like Adobe Reader and then save them back into Zotero.

    To stop Zotero from automatically importing subjects heading from databases along with citation information uncheck the box next to Automatically tag items with keywords and subject headings.

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