# Zotero

{% hint style="info" %}
Overleaf's Zotero integration is a [premium feature](https://docs.overleaf.com/getting-started/free-and-premium-plans/premium-features). Overleaf premium features are available to participants in Overleaf Commons, members of group subscriptions, and owners of individual subscriptions.
{% endhint %}

This page explains how to link Zotero to your Overleaf account and use it to [add references to your project](#how-to-add-references-to-your-overleaf-project-using-zotero).

{% hint style="success" %}
If you don’t have a paid Overleaf subscription you can always export `.bib` data from Zotero, or other reference manager software, and upload the resultant `.bib` file into your Overleaf project.
{% endhint %}

## How to link Zotero to your Overleaf account

1. Visit your [Overleaf Account Settings](https://www.overleaf.com/user/settings) page.&#x20;
2. Scroll down the list of Account Settings to the **Reference Managers** section, then select the link for **Zotero Integration**.

<figure><img src="https://3502988919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVetOkhFZmAC8QCQK0Pi7%2Fuploads%2FNGsci6I3QiT5QJUOlFMq%2FZoteroLink.png?alt=media&#x26;token=11db4806-907a-44e0-bbd0-61a25b7beef6" alt="Image showing Account Setting to link Zotero to your Overleaf account" width="563"><figcaption></figcaption></figure>

3. You will be prompted to log into your Zotero account if you have not already done so. If you are *not* logged into Zotero, continue to log in. You will be presented with the New Key screen:

<figure><img src="https://3502988919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVetOkhFZmAC8QCQK0Pi7%2Fuploads%2FmqYVMGXUjY6kcRSdNWdp%2FZoteroNewKey2.png?alt=media&#x26;token=43823b78-2a1e-4f35-9889-0e7ff0e80506" alt="The New Key screen presented by Zotero when linking it to your Overleaf account" width="492"><figcaption></figcaption></figure>

4. Select **Accept Defaults** to complete the process of linking Zotero to your Overleaf account.&#x20;
5. If you *are* logged into Zotero, select the **Link** button for Zotero Integration to take you directly to the New Key screen shown above. Select **Accept Defaults** to complete the process of linking Zotero to your Overleaf account.
6. Upon successfully linking Zotero, your Overleaf Account Settings will be updated to confirm your Zotero account has been linked to your Overleaf account. Note that you can unlink your Zotero account at any time.

<figure><img src="https://3502988919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVetOkhFZmAC8QCQK0Pi7%2Fuploads%2Fe9Mkg3HzZpbwk0BNMBOo%2FZoterounlink.png?alt=media&#x26;token=6bdb04e4-c094-4c90-9e09-e4700fd33a54" alt="Image showing how to unlink Zotero from your Overleaf account" width="563"><figcaption></figcaption></figure>

## How to add references to your Overleaf project using Zotero

After linking Zotero to your Overleaf account, you can add references to your project in two ways.

1. You can import Zotero’s My Library or individual Group Libraries to create a *read-only* (non-editable) `.bib` file which can be synched with your Zotero account. If you update reference data in Zotero, you can instruct Overleaf to update (refresh) the `.bib` file to synch it with the changes made in Zotero. Watch the video below for a demonstration of importing references from Zotero.
2. You can import individual references from your Zotero account by [configuring advanced reference search](https://docs.overleaf.com/citing-and-references/adding-citations-and-references#configuring-advanced-reference-search-to-use-zotero) to look for references in Zotero. Any reference found in Zotero, and subsequently cited, is added to an *editable* `.bib` file contained in your project.

This article focuses on option 1, *bulk import* of references to create a *non-editable* `.bib` file. To learn about importing *individual references* into *editable* `.bib` files, see [Configuring advanced reference search to use Zotero.](https://docs.overleaf.com/citing-and-references/adding-citations-and-references#configuring-advanced-reference-search-to-use-zotero)

### Importing Zotero references into an Overleaf project

Overleaf’s integration with Zotero supports importing references from My Library and individual Group Libraries but you cannot select a specific folder within a library. All references within a particular Zotero library, and any folders it might contain, are imported as a flat list.

The following video demonstrates importing references from two Zotero Group Libraries to create two new *read-only* (non-editable) `.bib` files: `articles.bib` and `books.bib`.

#### **A video to demonstrate importing Zotero references into an Overleaf project**

The video below uses two pre-prepared Group Libraries listed in Zotero:

* TeX/LaTeX articles
* TeX/LaTeX books

These are shown in the following graphic together with the equivalent drop-down list presented by Overleaf:

<figure><img src="https://3502988919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVetOkhFZmAC8QCQK0Pi7%2Fuploads%2FT6gFlStZnFEyTyOxZrRF%2FZoteroUpdate1.png?alt=media&#x26;token=db27728c-0065-432c-ac6c-021b34a97e8a" alt="Image showing Group Libraries in Zotero and Overleaf" width="563"><figcaption></figcaption></figure>

{% embed url="<https://videos.ctfassets.net/nrgyaltdicpt/1w7rJCiRDEnuc75Wm7Rxgy/0fd01a899ca963704b7114f563104703/Zotero.mp4>" %}

## 'Notes on Overleaf’s integration with reference managers

Overleaf’s integration with external reference managers relies on the features and data provided by each platform’s web-based API (Application Programming Interface). Currently, Overleaf cannot control or modify the output generated by those APIs, nor do we apply any conversions to the data received. The reference data in the `.bib` file added to your Overleaf project is a direct copy of what the API provides, incorporated “as provided” into the `.bib` file.

### Citation keys

For a given set of references, the `.bib` data produced by a reference manager’s platform API may differ from the data produced by exporting those same references through other tools or services offered by that reference manager. This can cause issues if you switch between using web-based import via Overleaf’s integration and uploading `.bib` files manually exported from a reference manager’s equivalent desktop software or online libraries. For example, if you create a `.bib` file via Overleaf’s integration using Zotero’s web API and subsequently replace it by uploading a `.bib` file created by direct export processes, you may need to check for variations in generated citation keys that cause previously-working citations to fail.

### Updating project .bib files produced by reference managers

Reference managers, including Zotero, offer two ways to create `.bib` files in your project.

1. A *bulk import* of an entire reference library, or one of its reference groups.
   * This method adds *read-only* (non-editable) `.bib` files to your Overleaf project. Any changes or updates to the read-only `.bib` files must be made in the reference manager and transferred to Overleaf by selecting the **Refresh** button at the top of the file preview. Refreshing imported `.bib` files is demonstrated in the [video above](#a-video-to-demonstrate-importing-zotero-references-into-an-overleaf-project).
2. Importing *individual references* from a reference manager using [advanced reference search](https://docs.overleaf.com/citing-and-references/adding-citations-and-references#how-to-use-advanced-reference-search-premium-feature).
   * References added to a project `.bib` file using advanced reference search remain fully editable.

### Notes on permissions

Occasionally, you might see the following error message—for example, after linking Zotero to your Overleaf account and subsequently using Zotero to change permissions of existing groups or adding new groups that Overleaf doesn’t have permission to access:

<figure><img src="https://3502988919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVetOkhFZmAC8QCQK0Pi7%2Fuploads%2FWgZkNkfpmN9CZFarhKdR%2FZoteroUpdate2.png?alt=media&#x26;token=5aa5bf76-7b89-4a3b-a5a5-c21f2fb6bafe" alt="Image showing permission error message displayed by Overleaf" width="563"><figcaption></figcaption></figure>

As the error message states, select the button **Re-link your account** to reestablish the permissions Overleaf needs to access references in your Zotero groups.
