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Zotero Citation Management Tool

Zotero is a free source to help you format your reference lists in APA, MLA or Chicago Style.

Group Collaboration

ZOTERO GROUPS:  COLLABORATING WITH OTHERS

  • Create Groups in order to share references and documents.
  • Creating and managing Groups requires a Zotero account.  It is free to register.
  • Managing Groups takes place from the web version of Zotero.
  • In the web version, Group library records have an Added by field (above the Abstract) showing who added the record.
DESKTOP VERSION WEB VERSION

You will be prompted to “Register for a Free Account” or “Login” to your existing account.

Creating a New Group

  • Name your new group and select the Group Type.
    • The new group may not appear right away. Refresh or log out and back in to speed up the process.
    • Only Public Closed or Private Memberships allow file sharing.

  • Once you have created a group, you will be prompted to select certain settings regarding who may read or edit the records. 
  • File Sharing: if you wish group members to be able to attach files (e.g. PDFs/Word docs) you must have either a Public, Closed Membership or Private Membership AND you must indicate who has access to File Editing.

Add attachments

Desktop Version:  Highlight record, use the paper clip icon at top of page, select "Add Stored Copy"

Web Version:  Highlight record in centre panel->then in right-hand panel->Attachments->Add File

  • If you select “No group file storage” or if you have a Public, Open Membership members will not be able to add attachments to the records.
  • If you select “No group file storage” group members may access full-text documents if a link is provided and if they have any required credentials (e.g. NIC Username and Password for articles within licensed databases).
    • If a link is provided with the record, double-click on the item title to access it.

You can change these settings later by selecting Manage Library.  

 

Invite Others to Join Your Group

  • Select Manage Members to invite others to your group (Send More Invitations).

Delete a Group

  • Select Manage Profile to delete a group.