Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
Last revision Both sides next revision
sync [2019/01/17 17:22]
dstillman [Alternative Syncing Solutions]
sync [2020/07/10 16:46]
dstillman [Data Syncing]
Line 5: Line 5:
 ===== Data Syncing ===== ===== Data Syncing =====
  
-Data syncing merges library items, notes, links, tags, etc.---everything except attachment files---between your local computer and the Zotero servers, allowing you to work with your data from any computer with Zotero installed. It also allows you to view your library online on zotero.org. Data syncing is free, has no storage limit, and can be used without file syncing.+Data syncing merges library items, notes, links, tags, etc.---everything except attachment files---between your local computer and the Zotero servers, allowing you to work with your data from any computer with Zotero installed. It also allows you to view your library online on zotero.org. Data syncing is free and unlimited, and it can be used without file syncing.
  
-The first step to syncing your Zotero library is to [[/​user/​register/​|create a Zotero account]] (which is also used for the Zotero Forums). Then, open Zotero'​s ​Sync [[preferences|preferences ​tab]] and enter your login information in the Zotero Sync Server ​section. By default, Zotero will sync your data with the server whenever changes are made. To disable automatic syncing, uncheck the "Sync automatically"​ checkbox in this section.+The first step to syncing your Zotero library is to [[/​user/​register/​|create a Zotero account]] (which is also used for the Zotero Forums). Then, open the Sync pane of the [[preferences|Zotero ​preferences]] and enter your login information in the Data Syncing ​section. By default, Zotero will sync your data with the server whenever changes are made. To disable automatic syncing, uncheck the "Sync automatically"​ checkbox in this section.
  
 {{http://​www.zotero.org/​static/​images/​support/​quick_start/​small/​sync.png?​nolink&​w=160 }} {{http://​www.zotero.org/​static/​images/​support/​quick_start/​small/​sync.png?​nolink&​w=160 }}
Line 34: Line 34:
 ==== Linked File Attachments ==== ==== Linked File Attachments ====
  
-You can also use sync Zotero files across computers using [[attaching_files#​File_Copies_and_Links|linked files]]. Rather than attaching stored copies of files to Zotero items, you can attach links to files stored in a cloud-sync folder, such as Dropbox or Google Drive. When using linked attachments,​ you should set up Zotero'​s [[:​preferences/​advanced#​linked_attachment_base_directory|Linked Attachment Base Directory]] feature so that Zotero can find your files on each computer, even if the path to the cloud-sync folder differs. The [[plugins#​attachment_file_management|Zotfile ​plugin]] can make managing linked attachments easier by automatically moving attachment files to a designated folder as you import them.+In your personal library, you can also sync Zotero files across computers using [[attaching_files#​File_Copies_and_Links|linked files]]. Rather than attaching stored copies of files to Zotero items, you can attach links to files stored in a cloud-sync folder, such as Dropbox or Google Drive. When using linked attachments,​ you should set up Zotero'​s [[:​preferences/​advanced#​linked_attachment_base_directory|Linked Attachment Base Directory]] feature so that Zotero can find your files on each computer, even if the path to the cloud-sync folder differs. The [[plugins#​attachment_file_management|ZotFile ​plugin]] can make managing linked attachments easier by automatically moving attachment files to a designated folder as you import them.
  
 See [[#​alternative_syncing_solutions|Alternative Syncing Solutions]] for more details. See [[#​alternative_syncing_solutions|Alternative Syncing Solutions]] for more details.
 +
 +Linked files cannot currently be used in group libraries.
 ===== Syncing In Practice ===== ===== Syncing In Practice =====
  
Line 47: Line 49:
 ===== Alternative Syncing Solutions ===== ===== Alternative Syncing Solutions =====
  
-If, for whatever reason, you are unable to use Zotero'​s syncing features, ​you can transfer ​your Zotero ​data using another methodsuch as by using a cloud storage ​service ​(Dropbox, Google Drive, OneDrive, etc.)network folder, ​or a tool such as rsync, but there are significant risks and limitations to this approach.+If, for whatever reason, you are unable to use Zotero'​s syncing features, ​there are some alternative ways to sync your data, though there are significant risk and limitations depending on the approach that you choose. 
 + 
 +**Storing the Zotero data directory directly in a cloud storage ​folder is extremely likely to corrupt your Zotero database and should not be done.** ​(The same is true of most database-backed programs.) The forums contain [[/​forum/​discussion/​13359/​|many]] [[/​forum/​discussion/​27900/​synching-to-dropbox/​|threads]] [[/​forum/​discussion/​6128/​dropbox-and-zotero-15-case-conflicts/​|about]] [[/​forum/​discussion/​24593/​backing-up-a-large-database-without-corrupting-it/​|the problems]] that users have faced with Dropbox- ​or Google Drive–based setups.
  
-**Storing the Zotero ​data directory directly in a cloud storage folder is extremely likely ​to corrupt your Zotero ​database and should not be done.** (The same is true of most database-backed programs.)+If you want to avoid syncing any data to Zotero ​servers:
  
-You can, however, store just the ''​storage''​ subdirectory of the Zotero ​data directoryas explained below. You can also manually copy your entire data directory to a synced folder ​after closing Zotero ​on one computer and then restore it — again with Zotero closed — on another computer, as if you were performing a [[zotero_data#​backing_up_your_zotero_library|backup and restore]] of your data.+  * You can close Zotero, manually copy your entire ​[[zotero_data|Zotero ​data directory]] to a synced folder on one computerand then restore it — again with Zotero closed — on another computer, as if you were performing a [[zotero_data#​backing_up_your_zotero_library|backup and restore]] of your data.
  
-If you want to use an external ​file-sync ​service to sync just your Zotero attachment files, you have several options:+If you want to use Zotero data syncing but use an external service to sync just your Zotero attachment files, you have several options:
  
-  - The easiest method is to use [[attaching_files#​File_Copies_and_Links|linked files]], rather than stored copies of files, and to store your attachment files in the synced folder. The [[plugins#​attachment_file_management|ZotFile plugin]] can make this simple by automatically moving attachment files to a designated folder as you import them. You should also set up Zotero'​s [[:​preferences/​advanced#​linked_attachment_base_directory|Linked Attachment Base Directory]] feature so that Zotero can find your files on each computer, even if the path to the cloud storage folder differs. +  - The easiest method is to use [[attaching_files#​stored_files_and_linked_files|linked files]], rather than stored copies of files, and to store your attachment files in the externally ​synced folder. The [[plugins#​attachment_file_management|ZotFile plugin]] can make this simple by automatically moving attachment files to a designated folder as you import them. You should also set up Zotero'​s [[:​preferences/​advanced#​linked_attachment_base_directory|Linked Attachment Base Directory]] feature ​to point to the same folder ​so that Zotero can find your files on each computer, even if the path to the cloud storage folder differs. 
-  - You can also use a [[http://​zotpad.uservoice.com/​knowledgebase/​articles/​103395-what-is-a-symbolic-link-and-why-should-i-use-one-w|symbolic link]] ​to sync only the ''​storage''​ directory from your Zotero data directory using the external sync service. This will sync your attachment files without touching the main Zotero SQLite database. +  - You can also use a symlink ​to sync only the ''​storage''​ directory from your Zotero data directory using the external sync service. This will sync your attachment files without touching the main Zotero SQLite database. This is an advanced technique, and if you don't fully understand how to create symlinks and how they interact with your cloud storage service you should not use it
-  - Finally, you can set the entire data directory inside Dropbox (or similar) and then use [[https://​www.dropbox.com/​help/​175/​en|selective sync options]] to disable syncing for the data directory and then enable syncing of the '​storage'​ subdirectory. If you set up this option incorrectly,​ you run great risk of losing data. The forums contain [[/​forum/​discussion/​13359/​|many]] [[/​forum/​discussion/​27900/​synching-to-dropbox/​|threads]] [[/​forum/​discussion/​6128/​dropbox-and-zotero-15-case-conflicts/​|about]] [[/​forum/​discussion/​24593/​backing-up-a-large-database-without-corrupting-it/​|the problems]] that users have faced with Dropbox- or Google Drive–based setups.+  - Finally, you can set the entire data directory inside Dropbox (or similar) and then use [[https://​www.dropbox.com/​help/​175/​en|selective sync options]] to disable syncing for the data directory and then enable syncing of the '​storage'​ subdirectory. If you set up this option incorrectly,​ you run great risk of losing data.
sync.txt · Last modified: 2020/07/10 16:48 by dstillman