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Managing Sources with Zotero

This guide offer tutorials and instructions pertaining to the basic use of Zotero, a free citation management tool.

This tutorial walks you through how to create a Group Library in Zotero, edit the permission settings, and invite members.

14 STEPS

1. Welcome! This tutorial will walk you through how to create a Group Library in Zotero. Click anywhere on the screen to continue.

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2. After you have signed in to Zotero, the first step is to click Groups in the navigation bar at the top of the screen.

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3. Click Create a New Group

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4. Click Choose a name for your group.

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5. Type in a name for your group or project (Click anywhere on the screen to continue to the next step in the tutorial).

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6. Click Choose Private Membership

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7. Click Create Group

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8. Congratulations! We have just created a group on Zotero. There are a few more steps, however, before you can share this group with others. First, we have to confirm the Group Settings. Choose Private for "Group Type."

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9. Click Any group member to tell Zotero that only those whom you invite should see the Group Library.

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10. Scroll down and click Save Settings.

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11. Next, scroll back to the top of the screen and click Members Settings.

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12. Choose Send More Invitations.

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13. Choose Invite Members and enter an email address.

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14. Finally, click Invite Members. Clicking this button will send and email invitation to the person that you invited. Once they accept the invitation, they should be able to see and/or edit the Group Library.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2328100/Zotero---How-to-Create-a-Group-Library?iframeHash=trysteps-1



Next step

Creating and Inviting Members to a Zotero Group

Do you need to share your sources with a research partner or an instructor? Zotero has an option for that! You can create a Zotero group and invite others to view or edit the group library. Please note that group Libraries can be viewed in the Zotero app, but they must be created from a web browser. Please note: Using Zotero.org with a web browser, not the app, is recommended for the best user experience with group libraries.

  1. From the "Web Library" screen of your Zotero account, choose "Groups" in the menu at the top of the screen.
  2. A new screen will open. Click "Create a New Group."
  3. First, enter a group name and then set the "Group Type" to "Private Membership." Click "Create Group" when you are finished.
  4. A "Settings" page will open for the group. Change the permissions for the group in whatever way is desired and then click "Save Settings."
  5. The screen will not change. To move on to the next step, click "Members Settings."
  6. Click "Send More Invitations"
  7. In the "Invite Members" text box, add the email addresses of those that you are wanting to share the Group Library with. If you are inviting more than one person, separate the email addresses with a comma.
  8. Click the red "Invite Members" button once you have entered in the email address(es). Each individual you invite to a group library should receive an email invitation to join the group.
  9. Group libraries are located below "My Library." If you use the Zotero app for iOS, the group you created should automatically appear. If you use Zotero through a web browser, choose the "Web Library" tab at the top of the screen to return to this page.

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