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Citation Management Software - Zotero

A guide to getting started with Zotero, a free, open source citation management tool.

Creating Groups in Zotero

If you are collaborating on a project with other people you can use Zotero to create a group library. To create a group library, you can either click on the File menu, select New Library, and then New Group... or go directly to the Zotero Groups page on the Zotero website. Login with your Zotero username and password. Once you are logged in, you can click on "Create a New Group" and choose the membership settings. You can create a public, open membership group; a public, closed Membership group; or a private membership group.

Screen shot of "Create a New Group" options. You can create three different group types. Public, Open Membership groups allow anyone to view your group online and join the group instantly. Public, Closed Membership groups allow anyone to view your group online, but members must apply or be invited. Private membership groups only allow members to view your group online and they must be invited to join.

Keep in mind that open public groups do not allow file sharing. If you want to share PDF attachments with others, you should create a closed public group or a private group. Any file storage will count towards the storage space of the person creating the group library.

After creating the group, you can invite members by going to "Group Settings" and then "Members Settings." (If you are viewing all your groups, you can click on "Manage members" to be taken straight to the members settings page). Click on "Send more invitations," and enter the email addresses of your group members.

The group should appear in your Zotero desktop application under "Group Libraries." You may need to click the sync icon to get it to appear.

01-Example-group library located under Group Libraries in Zotero

You can drag any items from your personal Zotero library or add items directly to the group library to share them with your group members. You will need to click the sync icon in order for all group members to see added items.