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Zotero

Open Source Citation Management Tool

Sharing Your Zotero Library/ Setting Up a Group

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 LibraryZotero group settings
  5. 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.
  6. Users must log in to the zotero.org website to join a group.
  7. 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
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