Adding Files to your Zotero Library
In addition to item metadata, notes, and tags, Zotero can also be used for managing files. This page describes the different ways you can add files to your Zotero library, and how added files are stored and synced.
Child versus Standalone Attachment Files
Files can be added either as standalone items or as child items to regular Zotero bibliographic metadata items. It is generally always a good idea to work with files as child items. Standalone files cannot be used with many of Zotero's features, including citing, My Publications, and most types of searching, because they lack bibliographic metadata.
If you save a PDF directly to your library, Zotero will attempt to retrieve metadata for it and create a parent item automatically. If the item can't be recognized, you'll be left with a standalone attachment. You can either add a parent item another way (e.g., via the web browser or Add Item by Identifier) and drag the standalone attachment onto it or, if all else fails, right-click on the standalone attachment, choose “Create Parent Item”, and enter metadata manually (but this is rarely necessary).
Stored Files and Linked Files
Files can be added to your Zotero library as either stored files or linked files.
Stored files, which are the default, are stored within the Zotero data directory, and Zotero will automatically manage them, including deleting them if you delete the attachment item in Zotero. If you use file syncing, Zotero will automatically sync stored files between devices and make them available in your online library on zotero.org. If you add a stored file from a file on your computer, the file is copied to the Zotero data directory, so you may wish to delete the original to avoid confusion.
With linked files, Zotero only stores a link to the location of the original file on your computer. Linked files are not synced, nor are they deleted if the attachment item is deleted in Zotero. They also can't be used within a group library, as there's no guarantee that other group members would have access to the same file location. If you do choose to use linked files, the third-party ZotFile plugin can help with an efficient linked-file workflow.
If you sync linked files using an external tool (Dropbox, etc.) for use on multiple computers, it is a good idea to set the linked attachment base directory so that the files can be found by Zotero on each computer even if the containing folder is at a different location in the filesystem.
If you wish to convert linked files to stored files in order to allow Zotero to manage them, you can do so from the Tools → Manage Attachments menu.
Adding Files via the Browser
Zotero can automatically save associated web page snapshots and PDFs when you use the Zotero Connector save button in your web browser (whether associated snapshots and PDFs are saved can be changed in the Zotero preferences). Such snapshots and PDFs are stored as copies in Zotero data directory, and appear as child items of the saved item.
Adding Files via the Zotero window
Drag and Drop
Files can be copied into your library by dragging a file from your operating system's file browser into the Zotero window, and either dropping it onto a collection in the left pane, or onto the center pane. Files dropped onto an existing regular Zotero item in the center pane are added as child items. Files dropped onto a collection, or in an empty space or between items in the center pane, are added as standalone items.
You can also drag and drop an existing standalone file item in Zotero onto a regular Zotero item to create a child item.
Adding linked files
- By default, files dragged into Zotero are added as copies of the original files. To instead add links to the original files, hold down
Option(Mac) while dropping.
New Item Button
File copies and file links can be created by clicking the “New Item” () button at the top of the center column and selecting “Store Copy of File…” or “Link to File…”, respectively. This creates standalone items.
When you have selected a single item in the center pane, you can click the “Add Attachment” paperclip button at the top of the center column. Select either “Attached Stored Copy of File…” or “Attach Link to File…” to add files as attachments to the item.
You can also “Attach Link to URI…” to add a link to a web page (
https://) or to another program on your computer (e.g., OneNote
onenote:// or Evernote
These options are also available when you right-click an item and choose “Add Attachment”.
Files in your library can be accessed by double-clicking the item in the center pane. Alternatively, you can right-click the item and select “View PDF” or “View File”.
To locate a stored (copied) or linked file, right-click the item in the Zotero pane and select “Show File”. Copied files are stored in the Zotero data directory, and each file has its own subdirectory, which is named with a random 8-character string.
Zotero can archive a webpage by creating a Snapshot—an offline file reflecting the state of the page at the time the snapshot was taken. If the Zotero Connector does not recognize data on a page, you can save the page as a Web Page item with an attached Snapshot by clicking the Zotero save button in the browser toolbar. You can also take a Snapshot of any page by right-clicking (click-and-hold in Safari) on the Zotero save button and choosing Save to Zotero (Web Page with Snapshot).
By default, Zotero will take Snapshots when importing items from web pages. You can disable this setting in the Zotero preferences
Note that Zotero's snapshot feature sometimes can't correctly archive pages with complex code or structures, particularly sites whose content is dynamically produced (e.g., Google Books).