Getting started with Zotero

Zotero is a tool for helping you manage your collection of reference information. It allows you to share groups of references (as a library) and also allows you to run on multiple platforms - and can synchronize the references between these multiple platforms.

  1. Download the tool for the platform you are going to run it on
  2. Get a (free) account at www.zotero.org Links to an external site. (click "Login" and then register for a free account)
  3. Once you are logged in you will see:
    First view in Zotero
  4. Select the tab "Groups" and you will see:
    Zotero groups screen
  5.   Create a new group and you will initially see:
    Create a group screen
  6. Create a new private group for your project:
    Create a new private group
  7. Make your configuration choices for this library and save these settings:
    Library settings memu  
  8.   Select "Member settings" and you will see:
    Member settings screen
  9. Add the e-mail addresses of your examiner, supervisor, etc. by inviting them as members of this new group:
    Invite members
  10. Now you can run Zotero on your local platform and when you configure your account you can now synchronize your client with the copy of your Zotero library in the cloud (the green circulate arrow in the upper right corner).
    Zotero client view
  11. You can now add references - when you want you can export them in a variety of forms (including bibtex). 

Note that you can integrate your Mendeley or Zotero references with Overleaf as described at https://www.overleaf.com/learn/how-to/Using_bibliographies_on_Overleaf Links to an external site. and https://www.overleaf.com/blog/639-tip-of-the-week-overleaf-and-reference-managers Links to an external site..