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Zotero Citation Management

This guide will help you in understanding how to use a citation management tool like Zotero. You can use this tool to keep track of all your resources in your own personal database and cite your sources.

What are Groups?

image of a galaxy surrounded by stars to represent a group

Groups allow you to share citations and files with other people. You can create a public group that allows you to share all your citations with anyone or you can create a private group that allow you to share the citation and files with your group. With a private group you also have the capability to annotate documents in one space where everyone can review those notes and create citations for a group project in one document.

An example of when a public group might be useful is if you are doing a presentation at a conference or in class and want your bibliography to be easily accessible to everyone. You can create a group and just share the URL.

Creating a Group

To create a group you must be in Zotero Online. Groups can be accessed and added through the desktop component, but they cannot be created here.

screenshot of the zotero group option on zotero.org

Create a Group

  • Login to your Zotero account online
  • Go to Groups and select "Create a New Group"
  • You will be prompted to name the group and select membership type (Public Open, Public Closed, or Private)
  • Then you can begin inviting members

screenshot of Zotero.org with 'create a new group' selected

Zotero Group Types

There are three types of Zotero groups
 

Private Groups
  • Can only be seen by members and group will not appear publicly online
  • Group members must be invited to join
  • Group members can share files in addition to reference information
Public (Closed)
  • Group appears publicly online
  • Users can only join by being invited or by requesting an invitation
  • Group members can share files in addition to reference information
Public (Open)
  • Group appears publicly online
  • Anyone can join the group instantly without needing an invitation
  • Can only share reference information, not files

Inviting Members to a Group

After you create the group, you can invite members by clicking on Manage Members.

Once in Manage Members you can Send More Invitations and/or Update Roles of other members.

  • You add members by using the email address they signed up for Zotero with
  • Library/Group members will receive an email from do-not-reply@zotero.org
  • Members will click on the link in their email to join the group

screenshot of a group with the admin settings shown

Note: All group members will need to sync their Zotero accounts before they see the group in their Zotero library.

Adding Citations with a Group

When you are working on a group project and more than one person needs to be able to add and/or edit citations you want to make sure you are putting the record in the document from the correct Group Library.

If you have a Group Library in Zotero, when you click Add/Edit citation in your document and search your library you will find there are options listed underneath the Group Library. You always want to select the resource from the Group Library. If you don't select this option then others in the Group won't be able to add or edit because the code will be broken.

screenshot of adding a citation from Zotero with a group library showed in grey and options for adding underneath it

When you are in the list of citations you can link to a Group Library option will be in grey and anything under that will be pulled from the Group Library instead of your personal library.