1. Zotero Mac Download
2. Zotero Mac Plugin
3. Zotero Macbook Air

Open the Zotero installation folder (usually C: Program Files (x86) Zotero). In the installation folder, open extensions zoteroWinWordIntegration@zotero.org install, where you can find a copy of the Zotero.dotm file. If the folder is empty, the file was somehow deleted — possibly by security software — and you should reinstall Zotero. Download Zotero Standalone for Mac for Mac to helps you collect, organize, cite, and share your research sources. Mac Open the.dmg you downloaded and drag Zotero to the Applications folder. You can then run Zotero from Spotlight, Launchpad, or the Applications folder and add it to your Dock like any other program. After installing Zotero, you can eject and delete the.dmg file.

Connecting Zotero to W&L’s Holdings. To take advantage of Zotero’s Library Lookup function, you must add an openURL resolving link to your Zotero 5.0 client. Follow the below procedure: Open Zotero 5.0. If using a PC, select Edit on the top horizontal menu, then choose Preferences. If using a Mac, select Zotero on the top application menu, then choose Preferences. Zotfile sends files to a location on your PC or Mac that syncs with your PDF reader App (PDF Expert, iAnnotate, GoodReader etc.), allows you to configure custom subfolders for easy access, and even extracts the annotations and highlighted text to Zotero notes when you get the files back from your tablet.

• Could you submit a Report ID after reproducing the problem from?
• Report-ID / Bericht-ID:
  1507589440
  Debug-ID:
  D749774788
  I found another workaround for me. As the problem came up after the Word-Update 16.44, I used my time machine backup to go back to version 16.43, switched to the regular zotero version (instead of the beta version) and everything works fine again. Maybe it’s slightly slower than before, but maybe it’s just my opinion.
• And you don't get a popup in Word about an error that has occured? The Zotero progress bar freezes? Does Word work fine in that state? How do you get things to unfreeze from that state? Is closing Zotero the only option?
• I got a popup in Word, but it took about 1-3 minutes to appear.
  The Zotero progress bar didn't even come up. The moment I hit the 'Enter' button, the Zotero popup-window turned red and nothing happened.
  The only way to get Zotero work again was either wait until the Word-popup came up or to shut down Zotero via the macOS-Tool 'Aktivitätsanzeige'. Zotero won't let me close it, I just received the macOS 'waiting icon' (the spinning cycle).
• Could you take a screenshot of the 'red' popup and upload it somewhere? Is macOS up to date? Have you tried updating? This isn't a regular error we've seen before (it's an OS operation timeout while attempting to set the field code for a citation), but we've been getting a lot of unregular errors lately with Word for Mac.
• Here is a link for the red popup: https://ibb.co/jZ4hHSh
  Yes, macOS is up to date (Big Sur).
  As I mentioned - After 'downgrading' MS Word to version 16.43 everything works fine again. So maybe there has been changes in Word for using fields.
  Also, maybe it's important, that I'm using a MacBook with the new M1-Chip instead of an Intel-Version.
• Yeah, the M1 chip might very well be causing issues. Out of curiosity, for how long have you been using Zotero (and Word integration) with the M1 MacBook?
• I have been working with the M1 MacBook about 4 weeks now. It was actually working quite fast comparing to my old MacBook, and with no issues at all, until this MS Word-Update.
  So for me I can work with the Downgrade-Workaround for now.
  But is there anything I can do to help you with this, as you receive many of these errors lately?
• This is the first error of this type. We have developers with the new M1 MacBook that can debug the error, but we'll post here if we need more info or help troubleshooting. This might also get resolved by Apple or Microsoft too.
• I just wanted to add that I have the same issue. M1 MacBook that worked fine until updating to the most recent version of Word. Unfortunately I don't know if I have a time machine backup or not (looking into it), so I might have to use my other machine for the time being.
• @jarrodbcall
  Right now I‘m posting from my phone, so I can‘t try it myself, but you could try to Download the older version of the office package (for me, Version 16.43 works fine again) .
  https://docs.microsoft.com/de-de/officeupdates/update-history-office-for-mac#release-history-for-office-for-mac
• @tobiaski You are a life saver! That worked great! I am in the middle of comprehensive exams for my PhD program and was about to have a fit over this haha. Thanks!
• Hi all - having exactly the same issue using the newest Big Sur macOS and an M1 MacBook. 'Red popup' box as I try to add specific citations, followed by a timeout.
  Some of my citations will add properly, but others will not. I have isolated the citations which appear to be problematic and have deleted the Zotero files and recreated them and the problem persists.
  Oddly, I experienced this first when dealing with a group of citations. I can add citation A fine alone, citation B fine alone, citation A and B together fine. I can also add citation C fine alone, but if I try to add the full group, ABC, the crash occurs.
  I have also submitted an error report, 348751807
• Hi,
  I also have the exact same problem tobiaskl describes here. I also use one of the new M1 Macbooks and just upgraded to the 16.44 version of MS Word, which now runs natively on the M1 Macs and not via Rosetta2. I wonder if this may cause the problem. Unfortunately I don't have a Time Machine Backup and found no workaround yet.
• tobiaskl, I have the same problem under Apple silicon M1. How did you get back to word 16.43?

• the 16.44 version of MS Word, which now runs natively on the M1 Macs and not via Rosetta2. I wonder if this may cause the problem

  Yes, the switch to an M1-native version of Office yesterday is definitely what caused this. Zotero has been working fine with the Intel version of Office via Rosetta 2.
  We're investigating this to see whether we can fix it on our end or if it needs to be fixed by Microsoft or Apple. We'll have an update soon.
• I had this same exact problem on my new M1 Mac and reverting back to Word 16.43 did the trick. Looking forward to the fix that allows us to keep updating Word and using Zotero!
• Hi all - same problem here with Word version 16.44 and a MacBook Air M1. What 'fixed' it for me, is to change this new Word version to run in 'Rosetta Mode'. Just go through the instructions found in:
  https://support.microsoft.com/en-us/office/use-office-for-mac-with-rosetta-and-apple-silicon-18db14f2-4abc-4d93-96a4-72a01f6e9721
  Thus I can confirm, it is not a 16.44 version, but a native M1 App Issue. Please fix that properly - since the benefits of running word natively on this chip are greatly appreciated. Thanks!
• edited December 17, 2020

  What 'fixed' it for me, is to change this new Word version to run in 'Rosetta Mode'.

  I'd discourage people from doing this. While it will fix the problem, it will cause Word to run much more slowly, and even once this is fixed you may very well forget to go back and uncheck that box, causing Word to run much more slowly for the indefinite future (potentially for years, until Apple finally removes Rosetta 2).
  I'd recommend simply going back to 16.43 until this is fixed. 16.43 will also run slowly, but you'll be periodically reminded to update, and you can just say no until this is fixed.
  If you do switch Word back to Rosetta Mode, please be sure to set a reminder to come back here and check on compatibility so you don't leave it running under Rosetta forever.
• edited December 17, 2020

  I have the same - new macbook air with an m1 chip - installed the latest version of word (16.44) and getting the red box when adding a citation. I'll roll back to 16.43 too!
• edited December 17, 2020

  Update: We've narrowed this down to a bug in macOS, which we've reported to Apple. We're going to see if we can work around this in the meantime, and we'll post back here as soon as we have an update.
  For now, you can fix this by reverting to Word 16.43.
  (Technical details, for the curious: Zotero uses Apple Events to communicate with Word, and trying to pass 2048 (2^11) or more characters of text via an Apple Event running under Rosetta to an Apple Silicon–optimized app results in a freeze. The same thing happens trying to pass 2048 characters in an AppleScript from Script Editor to TextEdit when Script Editor is set to run under Rosetta. It doesn't happen when both apps are running under Rosetta, as was the case before Word 16.44.)
• Same problem. I have a New Mac Pro M1, at the beginning all was perfect but after Word upgrade Zotero crash unable to sync the old word doc with the program. I want say that seems that on new files it works, if I create a new word doc I can insert quotation by Zotero, the problem its with older files. I have try everything, I have lost a day but I could not be able to solve the problem. Pls if is possible to find a solution..Could be a problem connected with the macro plugin? Why on new word doc it works and crash on earlier? Thx for your job!!
• edited December 17, 2020

  Elia: See my comment immediately above yours. This is all explained, and a workaround is provided. It has nothing to do with different documents — it's with the size of the underlying citation data.
• I have had the same issue, and it is solved by running Word in Rosetta mode as mentioned above. Even then, though, it doesn't run quite as well as it did under Intel. Sometimes it just doesn't seem to work anymore and I have to restart Word and Zotero again, after which everything is fine again.
  Anyway, I guess most Zotero users on M1 who don't look at this forum or didn't come up with the Rosetta solution themselves are panicking right now.
  The best way to fix all this would be to make Zotero a universal binary asap. Now that Firefox, Chrome, Office,… are all universal, it would make sense for Zotero to follow as well. This would also give a nice performance benefit for both Word and the Zotero client.
  I know you're all busy, it's almost Christmas, et cetera… We all understand, but just to let you know, for us M1 users, we're really looking forward to this! ;-)
• I have downgrade Word to 16.43. Now all works (quite slow maybe). But the old word text now is able to match again the references toward Zotero. (Fiuuuuuuu :D ) ...
  May be I'll check here for news, waiting for them I ll go on with Word 16.43 avoiding all kind of upgrade.
  Thx a lot for this service!
  Last night u had been here like a light in darkness, I had quite lost hope to save my doctorate references.
  see u
• edited December 20, 2020

  @DutchJurismUser: Please see my warning above about running Word in Rosetta, and set a reminder to not leave it like that. Again, we don't recommend that option for that reason.

  The best way to fix all this would be to make Zotero a universal binary asap. Now that Firefox, Chrome, Office,… are all universal, it would make sense for Zotero to follow as well.

  We will, but it's going to be a while. Zotero is based on Firefox, but upgrading to the just-released version of Firefox that supports Apple Silicon will take a huge amount of work, and the functionality that this feature depends on actually hasn't yet been updated, so an Apple Silicon version of Zotero still wouldn't work at the moment.
  We're still working on a workaround for this.
• @dstillman thank you for the response. I use the Mac App Store for Microsoft Office so I don't know how to downgrade. Anyway, as soon as this is fixed I won't run Word in Rosetta mode anymore of course.
  And I do understand making a universal binary will take a lot of work! First step is of course to make Zotero work flawlessly under Rosetta. Ideally we will only have to run the Zotero client in Rosetta and not Word, so hopefully the Word issue can be fixed!
• Same for me, same issue with Word 16.44. Downgraded to 16.43 and everything's fine. Thanks @tobiaskl
• In Zotero 5.0.94, available now, we've added a warning when trying to use Zotero with Word running in Apple Silicon mode. The warning links to a new documentation page explaining the issue and the available workarounds.
  Unfortunately, we don't think we can realistically work around this bug in macOS and will likely need to wait for Apple to fix it. It's not yet fixed in the first Big Sur 11.2 public beta, but we've escalated this through Apple's developer channels and will try to get someone's attention before 11.2 is released, likely sometime in January.
  Sorry for the inconvenience this has caused. Fortunately, there are a couple easy workarounds until we can get this fixed by Apple.
• > We will [update Zotero with native M1 support], but it's going to be a while.
  Out of curiosity, what kind of timescale are we talking? Weeks? Months? Years?
  (I'm a big fan of Zotero so thanks for your hard work on it all + happy chirstmas to you all)

FEATURES

Zotfile is a Zotero plugin to manage your attachments: automatically rename, move, and attach PDFs (or other files) to Zotero items, sync PDFs from your Zotero library to your (mobile) PDF reader (e.g. an iPad, Android tablet, etc.) and extract annotations from PDF files.

★ Attach New Files to Zotero Items

ZotFile can rename and add the most recently modified file from the Firefox download or a user specified folder as a new attachment to the currently selected Zotero item. It renames the file using metadata from the selected Zotero item (user configurable), and stores the file as a Zotero attachment to this item (or alternatively, moves it to a custom location).

★ (Batch) Rename and Move Attachments based on Zotero Metadata

The user can also select any number of Zotero items and automatically rename and move all attachments of these items according to the user defined rules using metadata of the respective zotero item (batch processing).

★ Sync PDFs with your iPad or Android tablet

To read and annotate PDF attachments on your mobile device, zotfile can sync PDFs from your Zotero library to your (mobile) PDF reader (e.g. an iPad, Android tablet, etc.). Zotfile sends files to a location on your PC or Mac that syncs with your PDF reader App (PDF Expert, iAnnotate, GoodReader etc.), allows you to configure custom subfolders for easy access, and even extracts the annotations and highlighted text to Zotero notes when you get the files back from your tablet. Instructions are below.

★ Extract Annotations from PDF Files

After highlighting and annotating pdfs on your tablet (or with the PDF reader application on your computer), ZotFile can automatically extract the highlighted text and note annotations from the pdf. The extracted text is saved in a Zotero note. Thanks to Joe Devietti, this feature is now available on all platforms based on the pdf.js library.

HOW TO INSTALL & SET UP ZOTFILE

To start using zotfile, make sure that Zotero is installed and follow these simple steps:

1. Install ZotFile

   For Zotero 5, first download the extension file (follow the download link above, click on the .xpi file for the most recent release). Now start Zotero 5 and go to “Tool -> Add-ons -> Tools for all Add-ons (the small, drop-down wheel in the top right corner) -> Install Add-on From File” and select the downloaded .xpi file.

2. Change the Source Folder for Attaching new Files

   To attach new files to Zotero items, zotfile looks for the most recently modified (e.g. just downloaded) file in a user specified folder. For Zotero Firefox, this option is set to the Firefox download folder by default. For Zotero Standalone, this option has to be changed on the ‘General Settings’ tab in the preference window (Tools -> ZotFile Preferences). The source folder can be set to any location but I generally recommend setting it to your browser’s download folder such as ~/Downloads on the mac for most browsers.

3. Changing other Options (optional)

   ZotFile offers many other options that can be changed by the user. Most of them are located in the zotfile preference window under Tools -> ZotFile Preferences.

Syncing PDF attachments with your iPad or Android tablet

To read and annotate PDF attachments on your mobile device, zotfile can sync PDFs from your Zotero library to your (mobile) PDF reader (e.g. an iPad, Android tablet, etc.). For this purpose, Zotfile sends files to a location on your PC or Mac that syncs with your PDF reader App (PDF Expert, iAnnotate, GoodReader etc.), and gets them back when you have finished reading them.

1. Set up a folder on your PC or Mac that syncs with your tablet reader application. Files that are copied to this folder should automatically appear in your PDF reader application. One possibility is Dropbox, which is free for up to 2GB of space and works with most PDF reader apps. More detailed instructions as well as alternative options should be available on the website of your PDF reader App.

2. Open the ‘Tablet Settings’ tab in the zotfile preference window and enable the option ‘Use ZotFile to send and get files from tablet’.

3. Change the zotfile location for files on the tablet to the folder that syncs with your pdf reader app (‘Base Folder’ on the ‘Tablet Settings’ tab).

4. (optional) Set up subfolders that make it easy to sort your files in the tablet folder so that you can easily find them on your tablet.

You can now start sending pdfs (or other files) to your tablet. Simply right-click on a zotero item and select ‘Send to Tablet’ under ‘Manage Attachments’.

When you are done reading and annotating your pdf, just get the file back from the tablet by clicking on ‘Get from Tablet’ under ‘Manage Attachments’. ZotFile will automatically remove the file from your tablet folder and extract the annotations from the pdf file to a zotero note.

ZotFile adds a saved search for modified files on tablet which updates automatically and can be used to sync attachment files that have been changed.

RENAMING RULES

ZotFile renames files based on bibliographic information from the currently selected Zotero item. You can change the renaming rules in the zotfile preference window under renaming rules (Zotero Actions -> ZotFile Preferences). The option ‘Renaming Format’ allows you to create custom renaming rules using wildcards, which are replaced by metadata from the selected Zotero item. Zotfile also supports optional and exclusive wild-cards. Optional wild-cards mean that {-%y} only includes the seperator - in the filename if %y is defined. Exclusive wild-cards such as %s|%j will generate the entry for %s if that exists and the entry for %j otherwise. Other characters between the wildcards and the bar are ignored (%s | stuff %j | - more %p is equivalent to %s|%j|%p). Some examples are below.

Wildcards

• %a last names of authors (not editors etc) or inventors. The maximum number of authors are changed under ‘Additional Settings’.
• %I author initials.
• %F author’s last name with first letter of first name (e.g. EinsteinA).
• %A first letter of author (useful for subfolders)
• %d, %D, %L, %l wildcards for editors, same as for authors.
• %y year (extracted from Date field)
• %t title. Usually truncated after : . ? The maximal length of the remaining part of the title can be changed.
• %T item type (localized)
• %j name of the journal
• %p name of the publisher

• %w name of the journal or publisher (same as “%j

  %p”)

• %s journal abbreviation
• %v journal volume
• %e journal issue
• %f pages
• %c collection path (only for sub-folders, not file names). When item is in multiple collections, user can choose between the different collections.
• %n patent number (patent items only)
• %i assignee (patent items only)

Examples

Abbott, Andrew, and Alexandra Hrycak (1990): Measuring Resemblance in Sequence Data: An Optimal Matching Analysis of Musicians’ Careers. American Journal of Sociology 96:144-185.

• {%a}{-%y}{-%j (%s)} - Abbott-1990-American Journal of Sociology (AJS)

  (if either “%j” or “%s” is empty, “Abbott-1990”)

• {%a-}{%y-}{%s|%j} - “Abbott-1990-AJS” or “Abbott-1990-American Journal of Sociology” if “%s” is empty

• {%a_}{%y_}{%t}: Abbott_Hrycak_1990_Measuring Resemblance in Sequence Data
• %a-%y %t: Abbott_Hrycak-1990 Measuring Resemblance in Sequence Data

• {%w_}{%y_}{%a}: American Journal of Sociology_1990_Abbott_Hrycak

  With ‘Maximum number of authors’ set to 1 and ‘Add suffix …’ set to ‘et al’

• %a_%y_%t: Abbott et al_1990_Measuring Resemblance in Sequence Data

  With ‘Maximum number of authors’ set to 1, ‘Add suffix …’ disabled, and ‘Maximum length of title’ set to 10

• %a_%y_%t: Abbott_1990_Measuring

USER-DEFINED WILDCARDS

All wildcards are now defined in the hidden preference zotfile.wildcards.default and can be changed by the user. But I strongly suggest that you do not change this preference. Instead, there is a second hidden preference zotfile.wildcards.user that allows you to add and overwrite wildcards (hidden preference can be changed in about:config). This is a preference is for advanced user without any error checking so be careful what you do! By default, zotfile.wildcards.user is set to {} so that no user wildcards are defined. Below is an example JSON that defines wildcards for %1, %2, %3, %4 illustrating all the possibilities:

1. String with the name of Zotero field (%1)

2. JSON with item type specific field names (%2)

   Always include a default value. Otherwise this is not going to work. A list of all item types is available here.

3. JSON with field element and transformations based on regular expressions (%3 and %4)

   ZotFile uses the specified field as an input string and then applies the transformations specified in operations. The value of field can either be the name of a Zotero field (see 1) or a javascript object with item type specific field names (see 2). operations is an array of javascript objects and supports three types of transformations that are identified by the function element:

   • exec: Search for matches using regular expressions (%3). Zotfile uses the exec() function based on the regular expression defined in regex, and returns the element specified in group so that 0 returns the matched text and higher values the corresponding capturing parenthesis. If the match fails, this operation returns the input data.

     Required parameters: regex

     Optional parameters: group (default 0), flags (default 'g')

   • replace: Replaces matches of a pattern using regular expressions (%4). Zotfile uses the replace() function with the regular expression regex and replacement string replacement. The replacement string can include $n for the _n_th parenthesized sub-match string and other special replacement patterns (see replace() documentationn). The wildcard %4, for example, takes the date when an item was added (format 2012-02-18 02:31:37) and returns the reformatted date as 20120218.

     Required parameters: regex, replacement

     Optional parameters: flags (default 'g')

   • toLowerCase etc: Simple string functions that that do not require any additional arguments(%5). Currently supported are toLowerCase, toUpperCase, and trim.

   flags is an optional parameter for both searching and replacing and corresponds to flags for regular expressions in javascript (default: 'g').

4. Finally, the wildcard %5 combines item type specific field names with regular expression.

Example for user-defined wildcards

Item types and field names

A complete list of Zotero fields is available here (dateModified and dateAdded seem to be missing from that list) and all the item types are here. The fields for each item type are listed on this page. Zotfile defines a number of additional fields that can be used as part of wildcards: itemType is the language specific item type, formatedTitle is the title formatted using the options defined in the zofile preferences, author is the author string formatted using the zotfile preferences, authorLastF is the author string formatted as LastnameF, and authorInitials are the initial of the authors.

Formatting rules

There are a couple of formatting rules for the user-defined wildcards:

• Wildcards can only be one character
• Use double escape characters in regular expression so that a d becomes d
• Always use ' never '

Most importantly, validate your json. Check out zotfile.wildcards.default for more examples (see below). Finally, the JSON has to be reformatted to one line that can be pasted into the preference field in about:config. Here is the example from above:

{'1': 'publicationTitle', '2': {'default': 'publicationTitle', 'book': 'publisher', 'bookSection': 'publisher'}, '3': {'field': 'title', 'regex': '([w ,-]{1,50})[:.?!]?', 'group': 1 }, '4': {'default': {'field': 'title', 'regex': '([w ,-]{1,10})[:.?!]?', 'group': 1, 'transform': 'upperCase'}, 'journalArticle': 'publicationTitle'} }

You can use a javascript console such as Firefox’s Scratchpad to test whether the JSON is properly

Default setting of zotfile.wildcards.default

The information in this file might not be up to date but you can look at the default wildcards and learn something about user-defined wildscards here. The minified version in one line is here so that you can copy it to zotfile.wildcards.default if you screw up.

EXTRACT PDF ANNOTATIONS

Zotfile can extracted annotations and highlighted text from many PDF files. The extracted annotations are saved in Zotero notes and you can go back to the annotation in the pdf by clicking on the link after the extracted text. PDFs are a very complex format and the extraction will never work for all files. If you can not copy & paste meaningful text from the file in your pdf viewer (open your pdf viewer (not the browser plugin), select text, copy and paste it somewhere), zotfile won’t be able to extract the highlighted text either. If you can, there is a chance that future versions of zotfile will solve the problem. When you have a pdf file that does not work or with clear spacing problems, feel free to share the file on the zotfile thread in the Zotero forum or upload it to the zotfile Zotero group in the PUT FILES HERE folder. But only share files for which you can copy and paste text! Otherwise you are wasting everyone’s time.On Mac OS, you can also use poppler to extract pdf annotations (ZotFile Preferences -> Advanced Settings). Currently, pdf.js is more reliable and should be the default in most cases. The poppler-based tool, however, is faster and might handle certain pdf standards that are not yet supported by pdf.js.

Goto Annotation in PDF

Zotfile adds a link to extracted annotations that allows you to open the pdf file at the page with the annotation. Just click on the link after some extracted text and your pdf should open on the correct location. On Windows, zotfile detects the default pdf viewer and opens the pdf on the correct page (not tested for Windows 8). Adobe Reader, Foxit and PDF-XChange all work (other might as well but are untested). Adobe Reader, however, does not jump to the correct page when the file is already open (Foxit and PDF-XChange do). If zotfile is unable to detect the default viewer or you want to force zotfile to use a different viewer, simply change the hidden option zotfile.pdfExtraction.openPdfWin to the desired path (e.g. C:Program FilesAdobeReader 11.0ReaderAcroRd32.exe). On Mac OS, zotfile works with Preview (the default) and Skim. Preview, however, does not support scripting very well and has certain limitations. Don’t press any keys while the pdf is opening, for example. Skim, an alternative pdf viewer for Mac OS, works much better! Just set the hidden option zotfile.pdfExtraction.openPdfMac_skim to true and zotfile will open the pdf in Skim. For Linux, zotfile first tries okular and then evince but you can also set the zotfile.pdfExtraction.openPdfLinux option to change the default behavior. One example would be /usr/bin/okular -p, which tell zotfile the path and the argument for the page number.

HIDDEN OPTIONS

Zotfile has a number of hidden options that allow you to further configure zotfile. You can access the hidden options through about:config. Open the preference window (Zotero -> Preferences), go to Advanced and click on ‘Open about:config’

Search for extensions.zotfile to see a list of the hidden zotfile options. Here is a list of the options that can be changed by the user (I strongly discourage to change any of the other options):

• .allFiles

  By default, zotfile’s ‘Attach New File’ function attaches the most recently modified file from the user defined folder. With this option set to true, zotfile attaches all files in the user defined folder to the currently selected zotero item. (Note: I haven’t tested this for a while but it should still work)

• .disable_renaming

  Disable any renaming of files - just moves them to the specified location.

• .tablet.mode

  In background mode (mode=1, default), zotfile leaves zotero attachments at their current location and moves a copy of the file to the tablet folder (set in the zotfile preference window) when they are send to the tablet. Getting the file back from the tablet replaces the zotero attachment file and removes it from the tablet folder. This mode is recommended when you sync attachment files in your zotero library across multiple computers or when you index your attachments.

  The foreground mode (mode=2) moves the attachment file to the tablet folder and links to this location from zotero. In this mode there is always only one copy of the file. You can not, however, sync linked attachments to the zotero server.

• .confirmRepush

  By default, zotfile asks the user whether an attachment should be send to the tablet that is already on the tablet, which can be useful to move it to a different subfolder. This user confirmation can be disabled with this option.

• .tablet.tagParentPush.tablet.tagParentPush_tag.tablet.tagParentPull.tablet.tagParentPull_tag

  These options allow the user to tag the parent item when sending (push) or getting back (pull) attachments to or from the tablet.

• .pdfExtraction.NoteHtmlTagStart, .pdfExtraction.NoteHtmlTagEnd, .pdfExtraction.HighlightHtmlTagStart, .pdfExtraction.HighlightHtmlTagEnd, .pdfExtraction.UnderlineHtmlTagStart, .pdfExtraction.UnderlineHtmlTagEnd

  These options allow the user to fine-tune the formatting of the extracted PDF annotations in the zotero note. They define the opening and closing html tag for different types of annotations. The default settings format highlighted text from the pdf normally, note text in italics (<i> for start and </i> for end), and underline underlined text (<u> for start and </u> for end). The end options for note, highlight and underline have to be the closing tag for the corresponding start option.

• .pdfExtraction.NoteRemoveHyphens

  By default, zotfile removes hyphens from extracted text. Setting NoteRemoveHyphens to false, disables this option.

• .UsePDFJSandPoppler

  With this option, zotfile extracts PDF annotations twice using both pdf.js and poppler. This option only works on Mac OS when the poppler based extraction script is installed.

• info_window_duration, info_window_duration_clickable

  Duration (in milliseconds) for which the info windows show up.

• pdfExtraction.replacements

  Custom, regular expression-based replacements in extracted annotations. This can be useful because some pdfs contain ‘broken’ characters. For example, [{“regex”:” ?u00f0”, “replacement”: “ (“}] replaces the unicode character ð with ( to fix a problem in pdfs from a certain publisher. In this case, ð is a problem with the pdf and not with zotfile’s extraction. The hidden option can be used to fix it.

REPORTING A BUG

You can report bugs on the Zotfile thread in the Zotero forum. Please provide information about about your system (Windows, Mac OS, Linux etc) as well as your Zotfile, Zotero and Firefox version. Also make sure that you can reproduce the bug and describe the steps as closely as possible. In addition, any information from the Error Console are very helpful. You can check the Error Console in Zotero by going to ‘Help -> Report Errors to Zotero…’ (do not follow the steps, just look at report content). For zotfile bugs, the ‘Source File’ should be something like chrome://zotfile/content/.. (most likely zotfile.js). You can also clear the console, execute the actions that caused the problem and then check again. If I ask you to provide a Report ID, follow the instructions here.

CHANGELOG

Changes in v5.0.16

• Wildcard for BetterBibTeX citekey (%b)
• Fix cross-platform handling of subfolder paths
• Fix “Change subfolders” window in Fx60

Changes in v5.0.11 - v5.0.14

• Compatibility with Zotero update to Firefox 60 ESR platform (thanks to dstillman)
• Option to extract colored annotations in one Zotero note (hidden preference pdfExtraction.colorAnnotations, thanks to melat0nin)

Changes in 5.0.10

• Fix numbering issue when multiple files have same name

Changes in 5.0.9

• Fix some(!) problems with ‘undefined’ subfolder

Changes in 5.0.8

• Update open pdf protocol handler for compatibility with Zotero

  The new URL format also supported by Zotero is zotero://open-pdf/library/items/[itemKey]?page=[page] for pdf attachments in the personal library and zotero://open-pdf/groups/[groupID]/items/[itemKey]?page=[page] for items group libraries.

Changes in 5.0.7

• Fix problem with ‘undefined’ subfolders

Changes in 5.0.6

• Fix problem with notifications that don’t disappear

Changes in 5.0.5

• Fix problem with sending attachment to tablet that are already on tablet
• Increase size of text fields in preference window for unix systems
• Fix compatibility with better-bibtex

Changes in 5.0.4

• Fix problem with tablet option to ‘save copy of annotated file with suffix _____’
• Remove option for Firefox download folder from preferences (obsolete in Zotero 5)

Changes in 5.0.3

• Fix URLs in preference window
• Fix problem with %c wildcard
• Fix problem when attachments files on tablet are manually (re)moved
• Fix problem with option “Create subfolders from Zotero collections”

Changes in 5.0.2

• Compatibility with Zotero 5.0 (involves rewrite of codebase)
• REMOVED FUNCTION: Watching folders is not possible anymore. This was always more a hack and resource intense.

Changes in 4.2.5

• Compatibility with Juris-M

Changes in 4.2.4

• fix regression from 4.2.3

Changes in 4.2.3

• Support for non ascii characters in source, destination and tablet directory
• Fix: regression from 4.2.2
• Fix: Error reporting for better debugging
• Fix: Correct parsing of page number from Zotero item for extracted annotations

Changes in 4.2.2

• Fix: %c wildcard on Windows
• Fix: Problem with deleting empty folders

Changes in 4.2.1

• Fix: Renaming attachments without author failed

Changes in 4.2

• Add wildcard %g for author’s full name (thanks to QingQYang)
• Support for PDF Expert and other PDF readers on mac to open links in Zotero notes (the hidden option pdfExtraction.openPdfMac_skim changed to pdfExtraction.openPdfMac. openPdfMac is a string with the exact name of the application such as “Preview”, “Skim” or “PDF Expert”).
• Wild-cards for (senior) last author (q, Q, u, and U) (thanks to bwiernik)
• Fix: Small fixes for extraction of annotations
• Fix: Delete folder(s) if last file is moved out (thanks to Renato Alves)
• Fix: Renaming same file a second time truncates and indexes filename (thanks to Renato Alves)
• Fix: Better handle spacial character in TOC

Changes in 4.1.6

• Fixed problem with downloading of poppler-based extraction tool

Changes in 4.1.5

• Fix problem when renaming files in place
• Fix problem with “Restrict saved search”

Changes in 4.1.4

• Rename file at current location if “Custom Location” is not specified (thanks to Soham Sinha)
• Fix bug with files that are renamed when sent to the tablet

Changes in 4.1.3

• fix problem with location of tablet files

Changes in 4.1.2

• fix for problem with poppler-based extraction and annotation color

Changes in 4.x (4.0, 4.1 and 4.1.1)

• Goto annotation in pdf

  This is not really a new feature but with two recent changes in Zotero (see this and this pull request), it became much more useful! Simply click on the link that is part of your extracted annotations, and zotfile will open the pdf on the page with the annotation. The feature now works on Windows as well (thanks to aurimasv) and I have added support for Skim on Mac. Check out the documentation for some more details.

• Improved extraction of annotation

  This version includes four improvements for the extraction of annotations. First, the new version greatly improves the detection of correct spaces between words. Second, the extraction is now based on the most recent pdf.js version (here is my fork with the modified version of pdf.js used in zotfile). With this update, zotfile should work with more pdfs. Second, the extraction is now about 40-60% faster (depending on the pdf) thanks to some improvements in the extraction code. Third, the extraction now runs in the background so that Zotero is not blocked while annotations are extracted.

• Get Table of Contents from PDF

  Similar to Mendeley, ZotFile can now get the table of contents from PDF and save it with links to the correct page in attachment notes. Simply click on the the desired section and zotfile opens the pdf on the correct page. Zotfile automatically extracts the table of content for all newly added pdf attachments (disable with zotfile.pdfOutline.getToc setting) or you can manually extract the toc using ‘Manage Attachments->Get Table of Contents’ (remove menu item with zotfile.pdfOutline.menuItem setting). This feature only works for pdfs that have an embedded table of content. Unfortunately, many don’t.

• Support for sub-folders based on collection path (via wildcard %c) (thanks to simpzan)

• Tablet status is now shown in right-pane with other attachment information

  The right pane now includes a row with the current tablet status such as No for files that are not on the tablet or [Basefolder] for files that are in the tablet base-folder. Click on this information to change the tablet status and open or reveal the file on the tablet (very convenient because double-clicking on the attachment opens the imported zotero attachment and not the file on the tablet).

• Extract Annotation Color (thanks to RAG2ko)

  Zotfile now extracts the color of annotations. The color can be used in two ways: (a) To format extracted annotations: Just add some css styling to the hidden options for formatting. For example, change formatAnnotationHighlight to <p>'%(content)' (%(cite))</p>. The wildcard %(color) is replaced by the annotation color (you can also use %(color_category) for the color category—reddish is red etc). This styling has the same effect but looks a little better: <p><span>'%(content)'</span> (%(cite))</p> (b) To create separate notes for color categories: The hidden option pdfExtraction.colorNotes allows you to create a separate note for each color category (yellow, red, green etc annotations).

• Improved formatting of extracted annotations with hidden options (formatNoteTitle, formatAnnotationNote, formatAnnotationHighlight, formatAnnotationUnderline)

  The available wildcards are %(content) for the highlights text, %(cite) for the in-text citation of the zotero item, %(page) for the page of the annotation, %(uri) for the uri that open the pdf on the correct page, %(label) for the text label displayed in the title bar of the annotation pop-up commonly used for the user who added the annotation, and %(color)/%(color_category) for the annotation color as described above. The default for formatAnnotationHighlight is <p>'%(content)' (%(cite))</p>. WARNING: I removed the old settings. You will have to change the new settings if you want to customize the format of the note with extracted annotations.

• Improved default PDF reader detection on Windows (thanks to aurimasv)
• Hidden option pdfExtraction.replacements for custom, regular expression-based replacements in extracted annotations. This can be useful because some pdfs contain ‘broken’ characters. For example, [{'regex':' ?u00f0', 'replacement': ' ('}] replaces the unicode character ð with ( to fix a problem in pdfs from a certain publisher. In this case, ð is a problem with the pdf and not with zotfile’s extraction. The hidden option can be used to fix it.
• Information for attachments on the tablet is now hidden in the attachment note
• Improved information windows
• Improved renaming function (avoids re-indexing of linked attachments)
• New wildcards for editors (%d, %D, %L, %l)
• Fix bug with unnecessary suffix after multiple renames of same file
• further improvements for the extraction of annotations in 4.1
• truncate title after ‘!’
• Add .docx files to the default file types

Changes in 3.1

• New zotfile webpage at www.zotfile.com (please update links)
• User-defined wildcards
• watch folder now adds an attachment and retrieves metadata if no file is selected(change message, change version)
• fix pdf.js issue with some pdf annotation (see this discussion)
• New hidden preferences for duration of info windows (info_window_duration and info_window_duration_clickable)
• The %w wildcard now maps to the correct field for most item types
• The %u wildcard as redundant (use %y instead)
• Choose the number of authors to display when truncating authors during renaming (thanks to bwiernik)
• fix problem that small info window does not disappear

Changes in 3.0.3

Zotero Mac Download

• fix for issue with showing website on every restart
• fix for issue when adding new attachment

Other small fixes mainly for Italian translation, restriction of saved searches and renaming based on collections.

Changes in 3.0

• Improved extraction of annotation

  The extraction of pdf annotations using pdf.js works much better now! Zotfile uses a modified version of the updated pdf.js library (here is the fork). The new version supports more pdf standards, detects spaces more precisely, sorts annotations in the correct order, and future updates to new versions of pdf.js are relatively easy. There are still pdfs that won’t work though! Some pdf standards are not yet supported and if you can not copy & paste text from the pdf file using your pdf viewer (e.g. Preview), it’s unlikely that zotfile can help.

• Goto annotation in pdf

  The extracted annotations now include a link that opens the pdf file on the corresponding page. For the extracted annotation 'This is my text' (zotfile 2013: 4), zotfile 2013: 4 is a link that opens the pdf on the page with the annotation. Currently, this feature only works from reports (right-click on item and select generate report) but future version of Zotero might be able to open the links directly from the note (see discussion here and here)

• Tablet feature: Restrict saved search for tablet files to sub-folders

  You can now right-click on the two saved searches for tablet files and restrict them to one of your custom sub-folders. This is very helpful to quickly see the files that are in a specific sub-folder.

• Tablet feature: Support of colored tags in Zotero 4

  Zotfile now tags the parent item when an attachment is send to the tablet so that you can easily see which items are on the tablet. Simply assign colors to the two tablet tags (_tablet and _tablet_modified). But DO NOT manually add the tag to items or attachments (also not using the keys for colored tags).

• Italian localization (thanks to Roberto Caviglia)
• Remove empty sub-folders when getting files from tablet
• Fix alert window (headline was missing in Zotero 4)
• Fix automatic renaming option “Only ask if…”
• Fix for zotfile item menu on Zotero as a tab
• Fix problem with sending/getting files from tablet when using both unix/mac and windows

Changes in 2.3.4

• compatible with Zotero 4.0
• Annotation extraction compatible with FF 20

Changes in 2.3.1

• adding attachments from watched folder now works when child item is selected
• language improvements for French and German
• bug fix for subfolders based on wildcards

Changes in 2.3

• enhanced renaming rules (thanks to Midnighter)

  1) Optional wild-cards: {-%y} only includes - if %y is defined.

  Filmimpact for mac os. 2) Exclusive wild-cards: %s|%j journal abbr. or if not defined full journal name.

  (for examples see below)

• additional wild-cards for author formating (author initials %I and lastnameF %F), pages (%f) and short title (%h)

• watch source folder for new files

  Whenever the focus changes to the item list in Zotero, Zotfile checks for new files in the source folder. If a new file was added to the folder, zotfile uses a clickable, non-disruptive window to ask the user whether s/he wants to attach that file to the currently selected Zotero item.

• revised auto rename with additional options

  Four options: Never, Always ask, Only ask if item has other atts, Always rename. The ‘asking’ uses a clickable, non-disruptive window that appears in the bottom right corner - same as previous info window but clickable.

• revised notifications and error handling
• Zotfile translation to German (thanks to wuffi) and French (thanks to gracile-fr)
• Allow periods as delimiter in filenames (thanks to jjatria)
• new option: “lower case” filenames (thanks to jjatria)
• new option: disable renaming so that attachments are only moved (hidden: .disable_renaming)
• new option: set opening and closing quotation mark for extracted annotations (hidden: .openingQuotationMarks, .closingQuotationMarks)
• new option: remove periods from filenames (hidden: removePeriods)
• bug fix: download of poppler tool was broken
• bug fix: preview of renaming rules for Unix and Windows
• bug fix: sending to and getting from tablet deleted note content

Examples for enhanced renaming rules%j - journal; %s - journal abbreviation

{%a}{-%y}{-%j (%s)} - author-2001-Proceedings of the National Academy of Sciences (PNAS)(if either %j or %s is empty, author-2001)

{%a-}{%y-}{%s|%j} - author-2001-PNAS or author-2001-Proceedings.. if %s is empty

For full description, see updated zotfile website.

Changes in 2.2.3

Zotero Mac Plugin

• bug fix: check whether selected attachments are valid (no top-level item, no web attachments and attachment exists)
• bug fix: editing custom folder created error if user had maximum number of custom folders

Changes in 2.2.2

• Add option to change delimiter between multiple authors (thanks to gracile-fr)

Changes in 2.2

Zotero Macbook Air

• New feature: automatic renaming of attachment files (thanks to Robin Wilson)
• Bug fix: zotfile produced error when trying to move open files on Windows (thanks to Dominik)

Changes in 2.1

• Important: the tag for tablet files was changed from ‘_READ’ to ‘_tablet’
• New saved search for modified files on tablet(updates automatically, replaces ‘Scan Tablet Files’ function, which has been removed)
• Zotfile menu items only appear for bibliographic items and attachments (not for notes)
• Bug fix: allow the extraction of annotations in group libraries
• Other bug fixes

Changes in 2.0

• Sync Zotero Attachments with your iPad or Android tablet
• Extract Annotations from PDF Files (thanks to Joe Devietti)
• redesigned preference pane
• many more features and bug fixes