Differences

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--- retrieve_pdf_metadata [2018/02/25 16:21] – bwiernik
+++ retrieve_pdf_metadata [2019/10/30 15:28] – dstillman
@@ Line 4: / Line 4: @@
 Follow these steps to use the Retrieve Metadata for PDFs function:
-  - Drag your existing PDFs into your Zotero library or use the "Store Copy of File" option from the add new item menu (green plus sign).
+  - Drag your existing PDFs into your Zotero library or use the "Store Copy of File" or "Link to File" options from the add new item menu (green plus sign).
+  - By default, Zotero will [[/blog/zotero-5-0-36/|automatically retrieve metadata for PDFs]] and rename the associated files. If you prefer, you can disable these automatic functions in the [[preferences/general|General pane]] of Zotero preferences.
+If you have disabled automatic metadata retrieval or have other PDF files already in your library, you can also retrieve metadata manually:
   - In the middle pane, select the PDFs you want to retrieve metadata for.
   - Right-click on the PDFs and select "Retrieve Metadata for PDFs".
@@ Line 12: / Line 15: @@
 With this feature, there should be no major hurdles to switching to Zotero and taking full advantage of all its powerful search, indexing, organizing, and citation features.
-The Retrieve Metadata feature uses several method to locate item metadata. First, it will look for a Digital Object Identifier (DOI) or ISBN number and look these up in their respective registries. If no DOI or ISBN is found, Zotero will query the Google Scholar database for matches to the item text. If Retrieve Metadata is used on dozens of PDFs at a time (particularly for older articles without DOIs), users may be [[kb:site_access_limits|locked out by Google Scholar]]. If this occurs, Google Scholar will generally restore your access within a few hours. If Google Scholar requests CAPTCHA verification, Zotero will prompt the user.
+The Retrieve Metadata feature uses a Zotero web service to find item metadata. The Zotero client sends the first few pages of a PDF to the web service, which uses a variety of extraction algorithms and known metadata from Crossref, paired with DOI and ISBN lookups, to build a parent item for the PDF. The Zotero lookup service doesn’t require a Zotero account and doesn’t log any data about the content or results of searches.
-//While this feature can greatly facilitate importing large existing libraries of PDFs, it **is not** the best way to add items to your library in general. The retrieved metadata, especially from Google Scholar, will be lower quality than if you import using the Zotero Connector plugin in your browser from publisher websites or most scholarly databases. See [[getting_stuff_into_your_library|Getting Stuff into your Library]] for the best ways to add items to your library.//
+Note: While this feature can greatly facilitate importing large existing libraries of PDFs, it **is not** the best way to add items to your library in general. Items can be imported faster by using the Zotero Connector plugin in your browser from publisher websites or most scholarly databases. This saves several steps versus downloading the PDF manually and adding it to Zotero. The item metadata will also often be higher quality. See [[Adding Items to Zotero]] for more info.