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Zotero

Annotating PDFs

Annotating PDFs

For the purposes of this demonstration, the desktop version of Zotero will be used.  First, double-click on the PDF to open it in the PDF viewer.  You will get a screen that looks similar to this:

You have a set of tools in the middle that include, from left to right:  highlighter, notes, and textbox.  The fourth item allows you to choose a color.  Note that yellow is the color selected.

Highlighting

You can highlight a section and then add a note.  To add the note, click on the part that you highlighted.  The note textbox pops up on the left side of the screen.  You may need to click on the textbox in order to type your desired note into the box.

Virtual Sticky Notes

You can also add a virtual sticky note.  Click on the "Add Note" button (2nd button) and then click on the place where you want the note to go.  A sticky note icon will appear in that spot.  After you place the virtual sticky note, you will also see a note textbox open up on the left side of the screen.  Type the desired text for the note in the box.

Boxing an Area

You can also box a piece of text.  Click on the "Select Area" button (3rd button).  Use your cursor to place the box around the desired text.  Then, either click on the box that you have just placed around the text, or click on the note textbox that has appeared on the left side.  You will then be able to type the desired note into the textbox.

Show Annotations

You can see all of the notes that you have added in the note textboxes by selecting, "Show Annotations."

Note Options

You can edit your notes by clicking on the three dots next to the page number.  You have the option to "Add to Note," change the color of the highlight or sticky note, "Edit Page Number," or "Edit Highlighted Text" (note that this last one is for highlighted texts only and not for sticky notes).

Zotero automatically saves the notes and highlights so that they are present any time that you open the document in the DESKTOP version of Zotero.

For more information on using the annotations feature, go to https://www.zotero.org/support/pdf_reader.

Bookmarklet for Mobile Phones/Devices

Zotero Bookmarklet

Desktop

If you’re using a mobile device or a desktop browser without a Zotero Connector, you can use the Zotero Bookmarklet to save items to your Zotero library. Zotero recommends using the Zotero Connnector when possible for the best experience.

On mobile devices and in Safari and Internet Explorer on the desktop, the bookmarklet will save to your online Zotero library. In Microsoft Edge, the bookmarklet can save to the local Zotero program on your computer and will allow you to choose a target collection and add tags to items, just as you can with the Zotero Connector.

The process for installing and using the bookmarklet varies depending on the browser you are using.

To install, click and drag the button to your browser’s bookmarks toolbar.

Save to Zotero

iPad/iPhone

  1. Bookmark this page:  https://www.zotero.org/download/bookmarklet.
  2. Edit the bookmark you just created.
  3. Change the title to something appropriate such as “Save to Zotero.”
  4. Copy the code below and paste it as the URL for the bookmark:

javascript:var d=document,s=d.createElement('script');s.src='https://www.zotero.org/bookmarklet/loader.js';(d.body?d.body:d.documentElement).appendChild(s);void(0)

Chrome for Android

  1. Bookmark this page:  https://www.zotero.org/download/bookmarklet.
  2. Edit the bookmark you just created.
  3. Change the title to something appropriate such as “Save to Zotero.”
  4. Copy the code below and paste it as the URL for the bookmark

javascript:var d=document,s=d.createElement('script');s.src='https://www.zotero.org/bookmarklet/loader.js';(d.body?d.body:d.documentElement).appendChild(s);void(0)

  1. To use the bookmarklet on a page, tap into the address bar for the page you want to grab and start typing the name you have saved the bookmarklet as. Tap the bookmarklet entry when it appears in the auto-suggest.

Firefox for Android

  1. Long tap the “Save to Zotero” button.
  2. Save the link as a bookmark.
  3. To save a page, tap the address bar, select bookmarks tab, and select the Zotero bookmarklet.
  4. Save to Zotero.

Android Browser

  1. Bookmark this page:  https://www.zotero.org/download/bookmarklet.
  2. Edit the bookmark you just created
  3. .Change the title to something appropriate, such as “Save to Zotero,”
  4. Copy the code in the textbox below and paste it as the URL for the bookmark

javascript:var d=document,s=d.createElement('script');s.src='https://www.zotero.org/bookmarklet/loader.js';(d.body?d.body:d.documentElement).appendChild(s);void(0)

  1. To use the bookmarklet on a page, tap into the address bar for the page you want to grab, and start typing the name you have saved the bookmarklet as. Tap the bookmarklet entry when it appears in the auto-suggest.

Opera Mobile/Mini

  1. Bookmark this page:  https://www.zotero.org/download/bookmarklet.
  2. Edit the bookmark you just created.
  3. Change the title to something appropriate, such as “Save to Zotero.”
  4. Copy the code in the textbox below and paste it as the URL for the bookmark

javascript:var d=document,s=d.createElement('script');s.src='https://www.zotero.org/bookmarklet/loader.js';(d.body?d.body:d.documentElement).appendChild(s);void(0);

The information on this page is drawn directly from:  https://www.zotero.org/download/bookmarklet.