Zotero : Sharing & Organizing

Zotero allows you to collaborate with others by creating groups and building shared group libraries.

To create a group:

• register for a free Zotero account 
• log in to the Zotero.org website
• create new groups under the Groups tab
• set up your group type: Public (Open/Closed) or Private
• manage your group's settings under the Groups tab
• each group has its own page on the Zotero.org website
• you can also create a new group from your Zotero client by clicking on the New Library icon (top left corner) and choosing "New Group" 

Group libraries:

• for group members, a Group Library section appears under My Library (left column) in both the Zotero client and the Zotero.org online Library
• Zotero client: create collections by right clicking on a group library
• Zotero.org online library: create collections by clicking on the + plus sign beside a group library
• group libraries are separate from your personal Zotero library

Check out Zotero.org's Documentation tab for more information on groups.

Syncing, Collaboration, and Backup -- Zotero Groups:
https://www.zotero.org/support/groups

Watch this short video, from the Groups tab:
https://www.zotero.org/groups/

Options for organizing the items in your Zotero library include:

Collections

• Organize your items into multiple collections and subcollections
• Items can be put into more than one collection / subcollection

Tags

• Assign and use tags to search for items across collections
• Colour code your tags and assign them position numbers for even more options when organizing/sorting

Related items

• Use the Related tab to set up relationships between items
• Examples include: parts of a work & the whole work (chapters & books, articles & journals), books & their reviews, different versions or editions of a work, etc.

Sorting

• Click on the column headings to change the sorting order of items in the center pane of your library
• Click on the sort icon beside the column headings for more sorting options

Check out Zotero.org's Documentation tab for more information on organizing items.

Organizing Your Library and Taking Notes -- Collections and Tags:
https://www.zotero.org/support/collections_and_tags

Organizing Your Library and Taking Notes -- Related Items:
https://www.zotero.org/support/related

Organizing Your Library and Taking Notes -- Sorting:
https://www.zotero.org/support/sorting

• Register for a free account at Zotero.org
• Enter your login information into the Sync preferences on one or multiple computers
• Sync your Zotero library across any computer(s) (with the Zotero client installed) and the Zotero servers
• Access your Zotero library online at Zotero.org from anywhere with internet access

For more info. on syncing see:
https://www.zotero.org/support/preferences/sync
https://www.zotero.org/support/sync

Mastering Zotero: Course Intro 

Unit 1: Managing your Zotero library

Module 1 - Intro to Collections, Tags and Related Items 

Module 2 - Working with Collections

Module 3 - Working with Tags

Module 4 - Working with Related Items

Module 5 - An easier way to manage tags and related items

Unit 2: Reading and Annotation with Zotero

Module 1 - Fundamentals of Zotero Notes

Module 2 - Using Zotero notes (and note-taking strategies)

Module 3 - Generating reports based on Zotero items

Module 4 - Creating notes from PDF highlights and annotations

Module 5 - Working with PDF annotations on tablets

Check out Zotero's Documentation tab for more guidance and tips. 

Search Zotero's Forums tab to find answers to common questions, or to submit a "New Discussion".

For more options and answers to common problems, go to our Ask & Services Page.