Doctor of Nursing Practice (DNP)

A citation manager is a program used to store, organize, share, and output citations. Some citation managers have the added functionality of an academic social network. Once the citation information is stored in the citation manager, it can be output in many different styles, like MLA, APA, Chicago, or others. It saves the writer/researcher from having to type out the same citation and bibliography over and over again by hand.

Citation managers make it easy to:

• Gather citations from databases and websites
• Edit, organize, and search citations
• Output citations in many formats (MLA, APA, Chicago, etc.)

Citation managers integrate with word-processing programs for inputting in-text citations and generating the corresponding bibliographies.

A citation manager is a valuable time-saving tool for researchers and anyone writing a paper with cited references/bibliographies.

Temple supports EndNote/EndNote Web, Mendeley, and Zotero. In addition to these, there are many other citation managers available for free or for purchase.

Every Temple student, faculty, or staff can sign up for a free account on EndNote Online. Connect to the database Web of Science by logging in with your TU AccessNet ID and password. Then Register for a free individual account.

Once you have registered, sign in to your individual account and click on the Products menu in the upper right corner and select EndNote to access EndNote Online.

Already have an EndNote Online account? Log in!

Create a free Mendeley account

Downloads:
Mendeley Desktop (legacy, not compatible with recent Mac OSX)
Mendeley Reference Manager (newer desktop version)

• The desktop application syncs your references and PDFs to the Mendeley web site. You can also store research data on the Mendeley web site.
• Mendeley has mobile apps for iOS and Android devices. You can sync across devices.
• Use Mendeley Groups to collaborate publicly or privately with colleagues and friends.
• Mendeley offers a basic (free) and subscription account. The subscription account offers more features and storage capacity.
• Temple University does NOT currently have an institutional subscription to Menedeley.

In Mendeley Desktop or Mendeley Reference Manager, install the Web Importer and MS Word Plugin under the Tools menu.

• Web Importer downloads citations and PDFs (with some restrictions) from research databases
• Mendeley Cite is a MS Word Plugin integrates Mendeley citation management with Word

Below are five desktop installation and set-up steps to get started for Zotero 6 and Zotero 7 on a Windows or Mac desktop.  If you have problems, get more information at Zotero Documentation or Ask a Librarian.

1. Download the Zotero program and browser connectors for all your browsers and enable or activate the Zotero connector extension. Check Systems requirements before downloading.
2. Create a free account to create a web library, sync file and create and share group libraries.
3. Make sure Word Add-in is installed, select a default citation style, and citation dialog
4. Add the OpenURL to connect to Temple libraries resources (recommended)
5. Sync your library data (recommended) and library files (optional) to the Zotero Web library.

You can also view step-by-step installation and settings videos below.

For Chromebooks, visit Install Zotero on a Chromebook

Zotero can also be downloaded as an iOS app for iPhone and iPad.  There is also a beta Zotero Android app.  For mobile installation, visit https://www.zotero.org/support/mobile.

Note that you can only use Chrome extensions and themes on computers. You cannot install extensions and themes when you're using a mobile device, even if you set it in desktop mode. 

If you're unable to install an extension in your browser, you can save webpages or identifiers to your library from the save page or with the magic wand button from your web library (must be logged in to do this).

Step 1. Download and install Zotero and browser connectors

• Download Zotero and Zotero Connector ( MacOs, Windows, and Linux )

The Zotero Connector is a browser extension that works with Firefox, Chrome, Edge and Safari to import content from the Web.

• Make sure Microsoft Word is closed.
• Install Zotero to your computer.  This will create your local Zotero library.
   
• Install Zotero Connector to all browsers that you use. Important: Use the browser to download the connector for that browser.
   
  • For Safari, even though it is automatically installed with the program, you need to activate the extension in Safari.
    
    
     
  • The Zotero connector works best with Chrome, Firefox or Edge.  Check that the Zotero Connector extension is enabled.

    Zotero toggled on in Firefox Extension

    

    Zotero Connector in Edge Extensions

  • If the eye has a line, click on the eye and select "Show in toolbar."

    
     

  • Zotero Extension pinned in Chrome
    

• Check your installation.  You should see the Zotero icon (with a red Z) on your computer and a Zotero icon in the browser toolbar. 
   
  • The browser icon may look like a page, newspaper, or folder depending on the webpage you are on.

Zotero Connection in Firefox

 

• Troubleshoot or reinstall if you do not see it.  Instructions for troubleshooting for Chrome

Set Zotero Connector Preferences to Automatically Download Full Text (optional)

1. Go to Zotero Connector Preferences.
2. Under Save to Zotero.org, check "Automatically download associated PDFs and other files when saving items"
3. The Zotero Connector will now download records plus PDFs.

Step 2. Create a Zotero account

Register for a free online account
Registration allows you to:

• Create an online web library
• Sync your Zotero library on your local device to the Zotero cloud server (website) and sync citations across multiple computers.
• Create and share group libraries and join groups

You can use any email and password, and might consider using one to which you have post-graduation or long-term access.  You can also add a backup email.

Step 3. Set up word processor plugin and preferences

Zotero works with Google Docs, Microsoft Word (Word) and LibreOffice to insert in-text citations and create bibliographies. The plugin should install with the Zotero software and browser extension.  To check this and set preferences, open Zotero on your computer and follow these steps:

1. Open Preferences or Settings

• For Windows, Preferences (Zotero 6) or Settings (Zotero 7) is the last item under the Edit tab.

• For MacOS, Preferences or Settings is under the Zotero tab.

2. For Zotero 6

• Go to the Cite tab.  Select the World Processors tab.  Select Resinstall Microsoft Word Add-in to make sure it was reinstalled. 

• Check Use Classic Add Citation Dialog. (this opens the full view rather than a quick view).
• Click OK.
• Select the Styles tab.
• Select a style (such as American Psychological Association 7th edition or Modern Language Association) as your default style. This can be changed later and for each document.
• Check the box "Include URLs of paper articles in references".
• Click OK.

3. For Zotero 7

• Click on Cite

• Select a style (such as American Psychological Association 7th edition or Modern Language Association) as your default style. This can be changed later and for each document.
   
• Check the box "Include URLs of paper articles in references"
   
• Scroll down toward the bottom to "World Processors" Select  Install Microsoft Word Add-om or  Resinstall Microsoft Word Add-in to make sure it was reinstalled.
  
   
• At the very bottom, check Use Classic Add Citation Dialog. (this opens the full view rather than a quick view)
  

 More information on Word Processor Plugins.

Step 4:  Link Zotero to Temple Libraries (recommended)

Set Up OpenURL for Linking

You can select the Temple University OpenURL or another library that you have access to. This allows you to access and download available full-text.

Step 5.  Sync your library online and across devices (optional)

Steps for syncing

1. Open Preferences or Settings

• For Windows, Preferences (Zotero 6) or Settings (Zotero 7) is the last item under the Edit tab.
• For MacOS, Preferences or Settings is under the Zotero tab.

2. Go to Sync tab. (It is next to the General tab)
3. Under the heading Data Syncing there are two boxes  enter the username and password that you used to create the Zotero account
   Zotero 7 Sync
   

• Enter your username in the first box
• Enter your password in the second box

4. Click Set up Syncing.  The Settings tab will appear with your user name shown under Data Syncing.
    
5. If you are starting out, we recommend you leave the default settings with all boxes checked.  These can be changed later.

• Under Data Syncing: Sync automatically and Sync full-text content are checked.
• Under File Syncing:
  • Sync attachment files in group libraries with Zotero storage selected is checked.
  • Download files is set to at sync time
  • Sync attachment files in group libraries with Zotero storage selected is checked.
  • Download files is set to at sync time

Zotero 6 (Windows) Sync options

Zotero 7 (Windows) Sync options

• Option: If you have limited hard drive or cloud storage, you could set the two dropdowns under File Syncing to "download files as needed."

More information on Sync your Zotero Account.

Get help

• Installation Instructions (Zotero Documentation)
• View a step-by-step Zotero installation video