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Zotero

A guide to setting up and using Zotero for research

Creating Groups in Zotero

Collaborating & Sharing Through Groups

Groups allow you to collaborate with other Zotero users through a shared Library. For a new group, one group member will initiate setting up a group and send an email invitation for other users to join.

  1. Create your Zotero group
    • Go to Zotero.org and select the Groups tab in the header.
    • Click on Create a New Group
  2. Choose a name for your group and select a Group Type
    • Zotero has three group types
      • Public, Open group: anyone online can view and join your group
      • Public, Closed group: anyone online can view your group, but needs an invitation from a group admin to join the group
      • Private Membership: an invitation from a group admin is required to view and join the group.
    • Click on Create Group button
    • A new page will appear for you to select your Group Settings
    • Save settings
  3. Select your Group settings
    • To set your group settings, click on the Group’s name, and on the following page, click Group Settings
    • Note that if you select group file storage, the group library’s storage will pull from the group owner’s storage space (the person who created the group)
  4. Invite group members
    • On the Group Settings page, select Member Settings
    • To invite members, click on Send More Invitations
    • ​​​Once your group is created, there will be a corresponding Group Folder in your Zotero Library.
      • You may need to close and reopen Zotero for it to appear.

​​​​​​​Zotero group settings

  • There are three roles for users in groups: regular members, administrators, and group owners.
    • Administrators can change a group's public/private status, members' roles, and group library settings.
    • Group owners have all the same privileges as administrators, but can also delete the group or transfer ownership to another member.
  • Users must log in to the zotero.org website to join a group.
  • Add references to your group collections (folders).
    • This works just like other Zotero folders—drag your references from your Library and place them into the Group Library

Zotero library sidebar showing main library and group libraries