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Zotero @ Levy Library: Syncing and Sharing

Getting Started with Syncing and Sharing

Zotero allows you to sync your library and share references with colleagues via shared groups. In order to use these functionalities, you must have a Zotero web account. If you have not created your Zotero web account, please visit the "getting started" page for step by step instructions. 

NOTE: The person you are sharing your group with must also have a Zotero account.

Syncing your Library

Log in to Your Zotero Web Account 

To sync your library, first login to your Zotero web account if you have not done so already. To login, navigate to Zotero.org and select "Log In" located at the top right side of the page. 

Screenshot image of the Zotero main page with an arrow pointing to the log in sign

 

Syncing Your Zotero Library

Once you have logged in to Zotero web, pen your Zotero desktop application and open your preferences or settings. 

Screenshot pointing out Zotero preferences dropdown

 

Select the sync tab in your preferences panel and enter your Zotero account credentials. Once you link your account, you can update your sync preferences from this panel.

Screenshot image of the preferences panel pointing to the sync section

Creating a Group

In Zotero, click the Screenshot of new group button in Zotero button at the top right and select "New Group..."

Screenshot pointing out New Group dropdown in Zotero

 

You will be redirected to Zotero online, where you can create a new group. Choose a group name and a group type before clicking "Create Group".

Screenshot showing the create a new group page in Zotero online

 

In your group settings in Zotero online, you will be able to add collaborators by clicking "Members Settings".

Screenshot pointing out Zotero online group settings page

 

From this page you will be able to see all collaborators who have access to this group. Click on "Send More Invitations" to add another colleague by entering the email they used to set up their Zotero account. All collaborators should be able to view and add citations to this shared group in Zotero.

Screenshot pointing out "send more invitations" link in Zotero group members settings

Additional Resources