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Zotero Basics: File Sharing for Groups

This guide includes a summary of our Zotero workshop, plus useful links to get you started.

File Sharing in Zotero Groups

To allow for file sharing, the group owner or admins must configure the group on the Zotero.org site.  Once you are on the site, log in and then click on "Groups" in the main menu.  Find your group and edit the settings on the following tabs.

Group Settings

The type of group you create will determine whether or not you can share documents and attachments via Zotero.  To use this feature, your group must be designated as either "Private" or "Public, Closed Membership".  Documents cannot be shared in "Public, Open Membership" groups. 

Group Settings > Library Settings

In order to share files, you must set the "File Editing" settings either to "Any group member" or "Only group admins".

File Sharing via the Cloud

The storage requirements for attachments count against the Zotero storage allotment for the group owner.  You might consider creating a Zotero account for your group, or storing files in the cloud and linking them from Zotero records. 

Cloud Storage

Make sure to use a Google folder or other file-sharing site accessible to all members of your group.  When using cloud storage, attach PDFs to the Zotero records using "Attach link to URL" option instead of "Attach stored copy of file".  Use the URL for the file from your cloud storage folder.

Copyright

If you are sharing PDFs from journals or books provided by the UCSB Library, please ensure that all group members are affiliated with UCSB. 

Sharing these resources with others outside the University will likely be a violation of our license agreements and copyright law, unless they are designated as "open access".

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