Zotero Basics: Creating a Group

Each person in your Zotero group should:

• Install the Zotero desktop software and the Zotero connector on at least one browser
• Create a Zotero account and sync their desktop version of Zotero with their online account
• Understand the basics of Zotero use

It is important to understand that the storage requirements for a Zotero group count against the storage quota of the group owner.

Consider creating a Gmail account specifically for the group. 

• This account can be used to create the group Zotero account, and for storage of Zotero attachments. 
• Be sure that multiple members of the group have the ID and password of both the Gmail account and the Zotero account. 
• You will also need to give all group members access to both the Zotero group and the Google Drive folders or files.

Transferring Ownership 

If you need to transfer the ownership of the group to a different member, go to the "Group Settings" tab for the group on the Zotero website.  Look for the transfer tool on the lower right-hand side of the page.  This is also where you can delete a group if it is no longer needed.

It's easiest to create your group on the Zotero website.

1. Start at the Zotero site
2. Log into your personal or group Zotero account (the link is at upper right)
3. Click on Zotero Groups in the menu
4. Click on the link to "Create a New Group" (under the page header)
5. Choose a name for your group
6. Choose a group type
7. Create your group

Next, choose the settings for your group.  See the Group Settings tab.

• Creating Groups
• Group Types
• Group Settings