Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
google_docs [2019/04/26 16:09] – [Limitations] dstillmangoogle_docs [2024/04/02 00:03] (current) – [Menu doesn't appear] dstillman
Line 3: Line 3:
 Zotero's powerful Google Docs support helps you easily add citations and bibliographies to the documents you create in Google Docs. Zotero's powerful Google Docs support helps you easily add citations and bibliographies to the documents you create in Google Docs.
  
-You can quickly search for items in your Zotero library, add page numbers and other details, and insert citations. When you're done, a single click inserts a formatted bibliography based on the citations in your document. Zotero supports complex style requirements such as //Ibid.// and name disambiguation, and it keeps your citations and bibliography updated as you make changes to items in your library. If you need to switch citation styles, you can easily reformat your entire document in any of the over 9,000 citation styles that Zotero supports.+You can quickly search for items in your Zotero library, add page numbers and other details, and insert citations. When you're done, a single click inserts a formatted bibliography based on the citations in your document. Zotero supports complex style requirements such as //Ibid.// and name disambiguation, and it keeps your citations and bibliography updated as you make changes to items in your library. If you need to switch citation styles, you can easily reformat your entire document in any of the over 10,000 citation styles that Zotero supports.
  
-Google Docs support is part of the Zotero Connector for Chrome and Firefox and requires the Zotero program to function. A version of the Zotero Connector for Safari that supports Google Docs will be available in the near future.+Google Docs support is provided by the [[/download/connectors|Zotero Connector]] for Chrome, Firefox, Edge, and Safari and requires the Zotero program to function.
  
 Using another word processor? Zotero also integrates with [[word_processor_plugin_usage|Word]] and [[libreoffice_writer_plugin_usage|LibreOffice]]. Using another word processor? Zotero also integrates with [[word_processor_plugin_usage|Word]] and [[libreoffice_writer_plugin_usage|LibreOffice]].
Line 27: Line 27:
 =====Authentication===== =====Authentication=====
  
-Interacting with the Zotero functionality for the first time in a document will prompt you to authenticate the plugin with your Google account. Once authenticated you can begin inserting citations from your Zotero libraries just as you can with Word and LibreOffice.+Interacting with the Zotero functionality for the first time in a document will prompt you to authenticate the plugin with your Google account. Be sure to select the Google account you used to create the document or that has been given editing access by the document's creator. This is unrelated to any Zotero account you may have, which isn't required to use Zotero or Google Docs integration.
  
 +Once authenticated, you can begin inserting citations from your Zotero libraries.
 =====Citing===== =====Citing=====
  
Line 56: Line 57:
 Google Docs is designed to let you collaborate on documents, and Zotero’s integration is no different. You and your coauthors can all insert and edit citations in a shared document, and you don't even need to be in a Zotero group. If you're planning a large collaborative project, though, we recommend using a group library, which not only makes it easy to collect and manage materials but will also allow all collaborators to change cited item metadata (authors, title, date of publication, etc.). If someone cites an item from their personal library, only they will be able to update the metadata for that item. Google Docs is designed to let you collaborate on documents, and Zotero’s integration is no different. You and your coauthors can all insert and edit citations in a shared document, and you don't even need to be in a Zotero group. If you're planning a large collaborative project, though, we recommend using a group library, which not only makes it easy to collect and manage materials but will also allow all collaborators to change cited item metadata (authors, title, date of publication, etc.). If someone cites an item from their personal library, only they will be able to update the metadata for that item.
  
-When working collaboratively on a document, you and your coauthors should avoid inserting or editing citations at the same time. The Zotero Connector has mechanisms in place to prevent document and citation corruption from concurrent citation editing, but due to technical limitations they do not provide perfect safety.+We recommend that anyone making changes to the document have the Zotero Connector installed. (The Zotero app itself is necessary only if inserting or editing citations.) If someone cuts and pastes an active citation without the Zotero Connector, the citation will be unlinked from Zotero and disappear from the bibliography, and the next person refreshing the document with the Zotero Connector will receive a warning about unlinked citations. While people without the Connector can theoretically edit non-citation parts of the document, we don't recommend it due to the risk of accidental citation unlinking.
  
-It's not necessary for everyone editing the document to have the Zotero Connector installed. Without the Zotero Connector, they'll see active citations in the document show up as links leading to URLs such as https://www.zotero.org/google-docs/?abc123, but they can still edit other parts of the document.+When working collaboratively on a document, you and your coauthors should avoid inserting or editing citations at the same time. The Zotero Connector has mechanisms in place to prevent document and citation corruption from concurrent citation editing, but due to technical limitations they do not provide perfect safety.
 =====Document Preferences===== =====Document Preferences=====
  
-{{ :word_integration:document-preferences-5-0.png?370&nocache&nolink}}+{{ :gdocs_document_preferences.png?370&nocache&nolink|Zotero Document Preferences in Google Docs}}
  
 The "Document Preferences" window lets you set the following document-specific preferences: The "Document Preferences" window lets you set the following document-specific preferences:
Line 79: Line 80:
 =====Customizing Cites===== =====Customizing Cites=====
  
-Cites can be customized in various ways. To start, click the shaded cite in the Add Citation box to open the cite options window.+Citations can be customized in various ways. 
 + 
 +If a citation is simply incorrect or missing data, start by making sure that the item metadata in Zotero is correct and complete, and then click Refresh in the plugin to update your document with any changes. 
 + 
 +Other customizations can be made via the citation dialog. Click an existing citation in your document and click Add/Edit Citation to open the citation dialog, and then click the citation bubble to open the cite options window, where you can make the following changes. 
  
 ==Page and Other Locators== ==Page and Other Locators==
Line 99: Line 105:
 Prefixes and suffixes can be applied to each item in a citation to create complex citations. For example: "(see Smith 1776 for the classic example; Marx 1867 presents and alternate view)". Modifying citations by entering text into the Prefix and Suffix fields is always preferable to directly typing in the citation fields in the document. Manual modifications will prevent Zotero from automatically updating the citation. Prefixes and suffixes can be applied to each item in a citation to create complex citations. For example: "(see Smith 1776 for the classic example; Marx 1867 presents and alternate view)". Modifying citations by entering text into the Prefix and Suffix fields is always preferable to directly typing in the citation fields in the document. Manual modifications will prevent Zotero from automatically updating the citation.
  
-==Suppress Authors: Using Authors in the Text==+==Omitting Authors: Using Authors in the Text==
  
-With author-date styles, authors are often moved into the text and omitted from the following parentheses-enclosed citation, e.g.: "...according to Smith (1776) the division of labor is crucial...". To omit the authors from the cite, check the "Suppress Author" box (this will result in a cite like "(1776)" instead of "(Smith, 1776)") and write the author's name ("Smith") as part of the regular text in your document. +With author-date styles, authors are often moved into the text and omitted from the following parentheses-enclosed citation, e.g.: "...according to Smith (1776) the division of labor is crucial...". To omit the authors from the cite, check the "Omit Author" box (this will result in a cite like "(1776)" instead of "(Smith, 1776)") and write the author's name ("Smith") as part of the regular text in your document. 
  
 ===Citations with Multiple Cited Items=== ===Citations with Multiple Cited Items===
Line 142: Line 148:
 You can use keyboard shortcuts for improved accessibility and faster citing. You can use keyboard shortcuts for improved accessibility and faster citing.
  
-  * Press Ctrl-Command-C (Mac) or Ctrl-Alt-C (Windows/Linux) to insert a citation.+  * Press Ctrl-Command-C (Mac) or Ctrl-Alt-C (Windows/Linux) to insert a citation. You can configure this from the Advanced pane of the Zotero Connector preferences.
   * In the citation dialog   * In the citation dialog
     * Use the up and down arrow keys to move between search results. Press Enter to select an item.     * Use the up and down arrow keys to move between search results. Press Enter to select an item.
Line 153: Line 159:
 While we've tried to create the same experience available in Word and LibreOffice, there are some limitations to be aware of when working in Google Docs: While we've tried to create the same experience available in Word and LibreOffice, there are some limitations to be aware of when working in Google Docs:
  
 +  * As noted [[#collaboration|above]], anyone making changes to the document should have the Zotero Connector installed. (The Zotero app itself is necessary only if inserting or updating citations.) Citations that are cut and pasted without the Connector installed will be unlinked.
 +  * Dragging citations within the document will cause the citations to become unlinked. Cutting and pasting is fine as long as the Zotero Connector is installed.
 +  * If someone views the document without having the Zotero Connector installed, or if you download the document instead of first making a copy and unlinking citations, active citations in the document will show up as links leading to URLs such as https://www.zotero.org/google-docs/?abc123.
   * Citation inserts and edits slow down significantly as the number of citations increases. With 100+ citations, a single citation update can take up to 10 seconds, so for longer documents you'll want to disable automatic citation updates in the Zotero document preferences.   * Citation inserts and edits slow down significantly as the number of citations increases. With 100+ citations, a single citation update can take up to 10 seconds, so for longer documents you'll want to disable automatic citation updates in the Zotero document preferences.
   * Google Docs provides limited facilities for text formatting. Styles that use small caps fonts will not use a true small caps formatting style in Google Docs and will instead fall back to the "Alegreya Sans SC" font. Citations that have been inserted with automatic citation updates disabled will be inserted with a gray background instead of dashed underlining like in Word and LibreOffice.   * Google Docs provides limited facilities for text formatting. Styles that use small caps fonts will not use a true small caps formatting style in Google Docs and will instead fall back to the "Alegreya Sans SC" font. Citations that have been inserted with automatic citation updates disabled will be inserted with a gray background instead of dashed underlining like in Word and LibreOffice.
-  * If someone views the document without having the Zotero Connector installed, or if you download the document instead of first making a copy and unlinking citations, active citations in the document will show up as links leading to URLs such as https://www.zotero.org/google-docs/?abc123. 
-  * It's not currently possible to transfer active citations between Google Docs and Word or LibreOffice, but we will be offering a workflow for converting documents between word processors in the near future. 
- 
 =====Troubleshooting===== =====Troubleshooting=====
  
-If you have any trouble citing in Google Docs, let us know in the [[https://forums.zotero.org|Zotero Forums]].+==== Menu doesn't appear ==== 
 + 
 +If nothing appears when you click the Zotero menu, or you see a thin gray line, try restarting Zotero and your browser. 
 + 
 +If that doesn't help, disable all other browser extensions, reload Google Docs, and try again. In particular, the Google Docs Offline extension has been reported as interfering with Zotero's Google Docs integration. 
 + 
 +In some browsers, you may need to give the Zotero Connector permission to run. While Google Docs support only requires access to ''docs.google.com'' and ''%%www.zotero.org%%'', if you're going to be using Zotero, you'll want to use the Zotero Connector to save to Zotero, and for that to work it needs to be able to run on all sites. (See [[privacy#zotero_connector|why this is safe]].) In Chrome or Edge, right-click on the Save to Zotero button in your browser toolbar, select "This Can Read and Change Site Data", and choose "On All Sites". In Safari, go to the Websites tab of the Safari settings, click on Zotero Connector in the left column, and make sure any sites that show up and "For other websites" at the bottom are all set to "Allow". 
 + 
 +If it's still not working, try in a new browser profile (e.g., a new Chrome profile) or in a different browser. 
 + 
 +==== Citation dialog doesn't appear after clicking Add/Edit Citation ==== 
 + 
 +If you can open the Zotero menu but the citation dialog doesn't appear after you click Add/Edit Citation, make sure that a dialog isn't appearing behind your other browser or Zotero windows. 
 + 
 +==== Unlinked Citations ==== 
 + 
 +See [[kb:google_docs_citations_unlinked| 
 +Why isn’t Zotero detecting my existing Google Docs citations?]] 
 + 
 +==== “The Google account you selected does not have permission to edit this document” ==== 
 + 
 +You likely selected the wrong Google account. See [[#authentication|Authentication]]. 
 + 
 +==== Other problems ==== 
 + 
 +If you encounter other problems citing in Google Docs, let us know in the [[https://forums.zotero.org|Zotero Forums]]. Provide a [[debug_output|Debug ID]] from the Zotero Connector for reloading Google Docs and trying to perform the relevant action.
  
-You should always troubleshoot with a copy of the original document, using File → "Make a copy…". If something isn't working in a particular document, the document version history may allow you to revert to an earlier version. Some of the [[/support/word_processor_plugin_troubleshooting#debugging_broken_documents|Debugging Broken Documents]] steps may also be useful in Google Docs.+You should always troubleshoot in a new, empty document or with a copy of the original document, using File → "Make a copy…". If something isn't working in a particular document, the document version history may allow you to revert to an earlier version. Some of the [[/support/word_processor_plugin_troubleshooting#debugging_broken_documents|Debugging Broken Documents]] steps may also be useful in Google Docs.
google_docs.1556309359.txt.gz · Last modified: 2019/04/26 16:09 by dstillman