Zotero

One of the questions I’m asked most frequently is whether it’s possible for EndNote users to switch easily to Zotero. Yes, it is! Many of the tutorials focus on exporting your library in RIS format. Although straightforward, this method doesn’t retain your PDF attachments, Groups, or formatting. In this tutorial, I’ll walk you through the XML method. XML is a more sophisticated file format that’s readable by many tools. You need to follow the instructions precisely, but you’ll get a much better result. ...

I often meet researchers who are unhappy with their bibliographic referencing tool, but are put off by the potential faff. They imagine it would be as much fun as changing banks. Well, if you’re thinking of moving from Mendeley to Zotero, I have good news: it’s very easy. There are two main methods. Let’s look at them in turn. Method 1 - Export a RIS file from Mendeley A RIS file is a format that allows citation tools to exchange data. ...

In my previous post, I explained several options for managing your Zotero storage. If you’re willing to install a plugin, there’s another solution: Zotmoov. If you’ve been using Zotero for a while, you’ve probably heard of Zotfile, a popular plugin that allowed users to automatically organise PDFs and keep them synced through cloud storage. Unfortunately, Zotfile is no longer maintained and doesn’t work with Zotero 7. The good news is that Zotmoov offers some of the same features, while others are now a core part of Zotero 7. ...

If you’ve been merrily saving ebooks, journal articles, and web snapshots to Zotero, you might run out of storage space. There’s a limit to how much you can sync for free. In this post, I’ll explain how to check your storage limit, how to save storage space, and how to increase the space. The current limit is 300Mb, which usually equates to a few hundred PDFs. Once you’ve reached this threshold, you need to pay an annual subscription before you can sync any more data. You’ll see an exclamation mark next to your sync icon. ...

I’m a huge Zotero fangirl, but there’s one feature that really annoys me: automatic tags. You’re merrily adding articles, only to find that your Tag Selector is bulging with weird descriptors from databases and catalogues. It’s then hard to find the tags you carefully created for yourself. The good news is there’s a simple fix to remove those automatic tags and to prevent them from reappearing. Step 1 - Delete or hide the existing tags In the bottom right-hand corner of your Tag Selector, click the tiny funnel icon. In the pop-up window, uncheck Show Automatic. This hides all those database tags, displaying just those you created yourself. To remove them completely, click Delete Automatic Tags in This Library. Much better! 😅 ...

Around 10 years ago, I wrote a tutorial on using Zotero with Scrivener through the RTF/ODF plugin. This method was fiddly, but ultimately produced live Zotero citations in a Word or LibreOffice document. Unfortunately, since the launch of Zotero 7, this method no longer works. In my previous post, I described a simple Zotero-Scrivener workflow, using the RTF Scan tool. Here, I’ll explain why the more complicated method is no longer working and outline some other alternatives. ...

Although being a 21st-century researcher has its challenges, we are at least blessed with some excellent tools. Scrivener and Zotero are two of the best. This dream team makes it much easier to plan and draft your writing, then add citations and bibliographies in the right format. Unfortunately, the two tools aren’t directly integrated. This means finding workarounds and making compromises. In a pair of blog posts, I’ll explain two approaches - one simple, one more complicated - so you can decide what’s right for you. ...