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sync [2020/07/10 16:48] – [Data Syncing] dstillmansync [2021/07/22 05:34] – "Zotero File Storage" → "Zotero Storage" dstillman
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 By default, Zotero will merge your local Zotero library with your library on zotero.org — any changes you make in one place will be applied to the other and on all other synced computers. If an item has changed in multiple places in conflicting ways between syncs, you'll receive a conflict resolution dialog asking which version you'd like to keep. In the rare case that you want to completely overwrite your online library with the contents of your local library (such as if you restore from a local backup after accidentally deleting data and then syncing), you can use the [[kb:Sync Reset Options]]. By default, Zotero will merge your local Zotero library with your library on zotero.org — any changes you make in one place will be applied to the other and on all other synced computers. If an item has changed in multiple places in conflicting ways between syncs, you'll receive a conflict resolution dialog asking which version you'd like to keep. In the rare case that you want to completely overwrite your online library with the contents of your local library (such as if you restore from a local backup after accidentally deleting data and then syncing), you can use the [[kb:Sync Reset Options]].
 +
 ===== File Syncing ===== ===== File Syncing =====
  
-Data syncing syncs library items, but doesn't sync attached files (PDFs, audio and video files, images, etc.). To sync these files, you can [[preferences/sync#file_syncing|set up file syncing]] to accompany data syncing, using either Zotero File Storage or WebDAV.+Data syncing syncs library items, but doesn't sync attached files (PDFs, audio and video files, images, etc.). To sync these files, you can [[preferences/sync#file_syncing|set up file syncing]] to accompany data syncing, using either Zotero Storage or WebDAV.
  
-==== Zotero File Storage ====+==== Zotero Storage ====
  
-Zotero File Storage is the recommended file sync option and has several advantages over WebDAV syncing, including syncing of files in [[groups|group libraries]], web-based access to PDFs and other attachments, easier setup, guaranteed compatibility, and improved upload performance for certain files. Each Zotero user is given 300 MB of free Zotero File Storage for attached files, with [[storage#storage_pricing|larger storage plans]] available for purchase.+Zotero Storage is the recommended file sync option. It has several advantages over WebDAV syncing, including syncing of files in [[groups|group libraries]], web-based access to PDFs and other attachments, easier setup, guaranteed compatibility, and improved upload performance for certain files. Each Zotero user is given 300 MB of free Zotero Storage for attached files, with [[storage#storage_pricing|larger storage plans]] available for purchase.
  
-See the [[storage|Zotero File Storage]] documentation for more information.+See the [[storage|Zotero Storage]] documentation for more information.
  
 ==== WebDAV ==== ==== WebDAV ====
  
-WebDAV is a standard protocol for transferring files over the web, and it can be used to sync files in your personal library. (Group libraries cannot currently use WebDAV.) Your employer or research institution may be able to provide WebDAV storage. Otherwise, there are many third-party options, both free and paid (see [[kb:webdav_services|WebDAV providers known to work with Zotero]]).+WebDAV is a standard protocol for transferring files over the web, and it can be used to sync files in your personal library. (Group libraries cannot use WebDAV.) Your employer or research institution may be able to provide WebDAV storage. Otherwise, there are many third-party options, both free and paid (see [[kb:webdav_services|WebDAV providers known to work with Zotero]]).
  
 Once you have your WebDAV account info, enter the URL provided by the service, your username, and your password in the [[preferences/sync#file_syncing|Sync preferences tab]]. Be sure to select 'http' or 'https' as appropriate — if you're not sure, try 'https' first. After entering the information, click "Verify Server". If Zotero successfully verifies the WebDAV account, you're all set to use file syncing via WebDAV. Once you have your WebDAV account info, enter the URL provided by the service, your username, and your password in the [[preferences/sync#file_syncing|Sync preferences tab]]. Be sure to select 'http' or 'https' as appropriate — if you're not sure, try 'https' first. After entering the information, click "Verify Server". If Zotero successfully verifies the WebDAV account, you're all set to use file syncing via WebDAV.
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   * You can close Zotero, manually copy your entire [[zotero_data|Zotero data directory]] to a synced folder 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 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.
  
-If you want to use Zotero data syncing but use an external 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 a couple options:
  
   - 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.   - 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 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+  - Alternatively, you can 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 serviceyou 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.+
sync.txt · Last modified: 2023/07/18 21:07 by dstillman