Page 37 - Microsoft Word - Extended_Course_MLIS_Ref_Mgt.docx

Referencing and Bibliography Management Tools

integrating seamlessly with Microsoft Word. This document presents a comprehensive
hands-on workflow for using Zotero with MS Word to build a research bibliography—from
installation to citation insertion, formatting, and final bibliography compilation.

1. Preparing the Environment

1.1 Install Zotero and Zotero Connector

 Download and install Zotero from .
 Install the Zotero Connector for your browser (Chrome, Firefox, or Edge).

1.2 Install MS Word Plugin

 The Zotero Word plugin is bundled with Zotero. On opening Word, you should see
a Zotero tab.
 If not visible, go to Zotero > Edit > Preferences > Cite > Word Processors tab and
click “Install Microsoft Word Add-in.”

1.3 Verify Plugin Functionality

 Open Word. The Zotero tab should include options like:
 Add/Edit Citation
 Add/Edit Bibliography
 Document Preferences
 Refresh
 Unlink Citations

2. Building Your Zotero Library

2.1 Adding References

 Browser Capture: Use Zotero Connector while browsing journals or Google
Scholar to capture citation metadata and full-text PDFs.
 Manual Entry: Click the green + icon in Zotero and choose item type (book, article,
etc.). Fill in bibliographic fields.
 Import Files: Drag-and-drop PDFs into Zotero. Right-click and select “Retrieve
Metadata for PDF.”

2.2 Organizing References

 Create a Collection (folder) named after your research topic or paper.
 Add references to that collection.
 Use tags and notes for further organization.

2.3 Syncing the Library (Optional)