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Zotero Module

Free Account on Zotero.org

Registering for a free Zotero account gives you a number of benefits, including the ability to sync your library between computers and the Zotero cloud, participate on the Zotero forums, and create and participate in shared Zotero groups. To create an account:

  1. Go to www.zotero.org.
  2. In the upper right hand corner, click Register.
  3. Provide a username, email address, & password. 
  4. Follow the instructions provided in the resulting confirmation e-mail to activate your account.

Zotero Sync

In order to back up your citations to the Zotero cloud and sync your library between computers, you'll need to set up Zotero Sync with your Zotero.org account.

To set up Sync:

  • In Zotero, go to the Zotero Preferences menu (Edit > Preferences in Windows, Zotero > Preferences in macOS).
  • Select Sync in the top menu.
  • Enter the username and password for your Zotero.org account. Click Set up Syncing.
  • Ensure that the boxes for Sync Automatically and Sync Full Text Content are checked. This will sync your source data, as well as the text of any PDF or HTML attachments (note: not the files themselves).
  • You may also choose to check both boxes under File Syncing and choose Zotero storage for My Library. This will sync your PDF attachments as well as citations (more info).
  • Click the Sync icon to initiate a manual sync.

If you use Zotero on more than one computer and want them to stay in sync, repeat this process on each of your computers. Any updates you make on one of your computers will be reflected on the others. This even works to synchronize your library among Windows, Mac and Linux computers. More about Zotero sync

Zotero Groups

Zotero's Groups feature allows you to share references with other Zotero users online. It's a great way to work on collaborative research projects.

First, set up Zotero sync and synchronize your library.

  • To create a shared library, click the New Group or Feed icon  then select New Group
  • To join an existing Zotero library, search for it at zotero.org/groups or ask to be invited by the group’s owner.
  • You must log in to the zotero.org website to create or join a group.

You now have two sections in your Zotero collections pane: My Library and Group Libraries.

Personal and group libraries are entirely separate, and changes made to items in one library do not affect the other. You can drag items back and forth libraries to copy items.

Search for existing public groups or create a new group. Groups may be public (searchable, and anyone can join) or private (users can only join if invited).

Credit

This page was taken from Kyle Denlinger's Zotero Guide, licensed for use under a Creative Commons Attribution 4.0 International License.