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 |
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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.