Zotero

This guide will give you an overview of the citation manager Zotero

Acknowledgements

This page comes from the University of Texas Libraries Citation Managers for Research Organization guide specifically the Storing Files on Box or OneDrive page. Thank you to the librarians at the University of  Texas for creating and updating this excellent resource.

This guide was created (Spring 2021) and is maintained by members of the University of Texas Libraries Citation Management Support Group

Members are:

Gina Bastone

Meryl Brodsky

Adriana Cásarez

Hannah Chapman Tripp

Dale Correa

Larayne Dallas

Grant Hardaway

Tina Tran

Imelda Vetter

Storing Files on Box or OneDrive via ZotMoov

Note: As of August 2024, the latest Zotero update (Zotero 7) is no longer compatible with ZotFile. The new plugin that performs the same feature is ZotMoov.

Storing Zotero attachments (e.g. PDFs) on UT’s Box or OneDrive via ZotMoov is the simplest option for individual Zotero libraries. ZotMoov allows you to:

  • Efficiently store your Zotero attachments on OneDrive or Box. Providing a more reliable backup for attachments than a personal device hard drive.
  • Allows easy access to attachments on multiple devices

NOTE: Box and OneDrive storage is managed by the university. If you plan on leaving the university you should make plans to find an alternative storage space to store your files (e.g. personal Box account, new institution's cloud storage, etc.). 

How to Set Up ZotMoov

1.) Have Box Sync or OneDrive installed and synced on your computer (should be default installed on most staff/faculty computers)

2.) Create a Zotero folder in your Box or OneDrive directory.

3.) Install ZotMoov - a Zotero extension that will allow you to move attachments to your Box or OneDrive without corrupting your attachment links in Zotero

4.) In Zotero, select Tools. Then, select Plugins. Select the gear on the top right corner of the pop up. Select “Install Plugin from File.” Select the downloaded ZotMoov file (e.g. zotmoov-1.1.14-fx.xpi). 

5.) Set up ZotMoov

  • In Zotero, select Edit then Settings. On the “Sync” tab, un-check boxes for “Sync attachment files in My Library using Zotero.”

  • In Settings, select the ZotMoov tab. Under Directory to Move Files To, select the Box or OneDrive Zotero folder. Under Source Folder for Attaching New Files, choose the Box or OneDrive Zotero folder..

  • Check the boxes to “Automatically Move/Copy Files When Added” and Automatically Move/Copy Files to Subdirectory.”

Select the Advanced tab. Under Linked Attachment Base Directory, choose the Box or OneDrive Zotero folder. A pop up may appear, click “Change Base Directory Setting." Click OK.
 

6.) If you want to transfer your previously uploaded attachments to Box or OneDrive, go to your Zotero library. Press Ctrl+A or Cmd+A to select all files in the library. Right click. ZotMoov:Move to Selected Directory.

  • All selected attachments will then be transferred to OneDrive or Box

Now, whenever you add a new attachment to Zotero, it should automatically transfer it to your OneDrive or Box folder.

To access attachments via Zotero on other devices, make sure that the device is also synced to your Box or OneDrive.

Storing Files on Box or OneDrive via ZotFile (Note: ZotFile is not compatible with Zotero 7)

Storing Zotero attachments (e.g. PDFs) on UT’s Box or OneDrive via ZotFile is the simplest option for individual Zotero libraries. ZotFile allows you to:

  • Efficiently store your Zotero attachments on OneDrive or Box. Providing a more reliable backup for attachments than a personal device hard drive.
  • Allows easy access to attachments on multiple devices

NOTE: Box and OneDrive storage is managed by the university. If you plan on leaving the university, you should make plans to find an alternative storage space to store your files (e.g. personal Box account, new institution's cloud storage, etc.). 

How to Set Up ZotFile (Note: ZotFile is not compatible with Zotero 7)

1.) Have Box Sync or OneDrive installed and synced on your computer (should be default installed on most staff/faculty computers)

2.) Create a Zotero folder in your Box or OneDrive directory.

3.) Install ZotFile - a Zotero extension that will allow you to move attachments to your Box or OneDrive without corrupting your attachment links in Zotero

4.) In Zotero, select Tools. Then, select Add-ons. Select the gear on the top right corner of the pop up. Select Install Add-on from File. Select ZotFile download (zotfile-5.1.2-fx.xpi). Restart Zotero

5.) Set up ZotFile

  • In Zotero, select Tools. Select ZotFile Preferences. Under Source Folder for Attaching New Files, select the Box or OneDrive Zotero folder. Under Location of Files, select Custom Location and then choose the Box or OneDrive Zotero folder. Click OK.

 

  • In Zotero, select Edit. Select Preferences. Select Advanced. Select Files and Folders. Under Linked Attachment Base Directory, choose the Box or OneDrive Zotero folder. A pop up may appear, click “Change Base Directory Setting." Click OK. 

6.) If you want to transfer your previously uploaded attachments to Box or OneDrive, go to your Zotero library. Press Ctrl+A or Cmd+A to select all files in the library. Right click. Select Manage Attachments. Select Rename and Move.

  • All selected attachments will then be transferred to OneDrive or Box

Now, whenever you add a new attachment to Zotero, it should automatically transfer it to your OneDrive or Box folder. If it does not transfer to Box or OneDrive, right click the file and select Manage Attachments. Select Rename and Move.

To access attachments via Zotero on other devices, make sure that the device is also synced to your Box or OneDrive.

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