I recommend having a subfolder for each of these concepts separately in the “01 introduction” folder. For example, in the introduction, you might have a sentence talking about the epidemiology/population prevalence of hypertension, then the costs (eg DALY lost) of hypertension, then an overview of the pathophysiology of hypertension, then how some biomarker relates to blood pressure. Now, within each of these folders/collections, make specific groupings of subfolders/subcollections by topic. You can always rename these folders/collections and renumber them so they show up in order. If you are writing something that doesn’t follow a usual flow (eg an opinion piece), number/name things by the major sections in your outline. I suggest making collections/folders by section of your document, and numbering them so they stay in order, so: “01 Introduction”, “02 Methods”, “03 Results”, and “04 Discussion”. To make subfolders/subcollections, right click on that new folder/subfolder that you made. To make a new folder/collection, right click on the shared group library and click “New Collection…”. Make folders/collections or subfolders/subcollections in there to help stay organized. In your desktop app, navigate to the shared library that I’ll send you. Organizing your folders (“collections”) and subfolders (“subcollections”). You’ll get an error if you try to insert a reference into a document or snag a reference from PubMed/a journal website if the Zotero desktop app isn’t also open. Regardless, whenever you use a Zotero plugin (eg the MS Word, Google Docs, or browser extensions), you also need to have the Zotero desktop app open. MS Word has a plugin separate from the web browser plugin. The main difference between Google Docs and MS Word is that the web browser plugin is also the Google Docs plugin. Examples here are taken from MS Word, but are also applicable to Google Docs. Zotero works well with MS Word and Google Docs. After you do that, come back here and read on! How to use Zotero for collaborative projects Make sure that you read about how to get set up with Zotero under the “Zotero” heading on this page. For example, you don’t necessarily need to have a Zotero account to use Zotero (or at least you didn’t when I used it the first time). There are some silly things about Zotero’s initial setup that are important to get out of the way. It has all of the standard features of reference managers, like auto-formatting of references to meet submission requirements, automatic renumbering of in-line references, etc. It has some very handy features, like word processor plugins, web browser plugins that will grab PDF versions of documents if available, and ability to share “group libraries” with collaborators. On the Library Tab for your group, be sure to give your group members rights to add and edit (if that's appropriate).Zotero is an excellent and free reference manager that is my go-to for writing grants and manuscripts. Quick tip: Be sure to setup Group settings This is where you name your group, invite group members, and determine access rights for your group members. Groups may be public (searchable, and anyone can join) or private (users can only join if invited). You can search for existing public groups or create a new group. There's a "Log In" link in the top right corner of the page. It's a great way to work on collaborative research projects.įirst, log in at. Zotero's Groups feature allows you to share references with other Zotero users online. When you sync the first time, you may need to use the sync now button to get the sync started immediately. Select the "Sync" tab from the Preferences menu and add your account information. Open Zotero, Select the "Edit" menu and "Preferences" Sync your Zotero Account with your Zotero Installation You need a Zotero account to use the groups features and to enable syncing. Use this form to register for a new Zotero account.
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