I have Zotero installed on several machines: Windows at work and Ubuntu Linux at home. By ensuring the configs match on all machines, behaviours should be reliable.
I'm currently using the default setting (as of Zotero version 6.0.18):
zotero.clean
My past attempt was this:
[Auth:fold:lower:replace=\ ,_]_[Title:skipwords:select=1,1:fold:lower:nopunct]_[year][>0][0]|nodate
Previous versions of Zotero used this by default:
[zotero:clean]
I use Zotfile to rename PDFs and move them out of my Zotero folder, and into a OneDrive folder. This minimises the amount of space taken up within my Zotero online account.
On Linux, I use onedrive by @abraunegg. This is a synchroniser that runs in the background. So far, so good, and no errors in files or other problems. Since it synchronises it means I can access the files offline, at the expense of them taking up space on my hard-drive.
On Windows, I use the Microsoft OneDrive client.
Since I need to share my PDFs with other researchers, the PDFs have to be saved into a sensible folder/file structure. The %c below uses the folder structure from Zotero, so this is automatically replicated to my shared OneDrive.
I opted for the following settings:
- Zotero -> Tools -> Zotfile Preferences
- General Settings
- Custom location:
C:\path\to\onedrive\(or on Linux/home/me/OneDrive/etc). - Use subfolder defined by:
\%c\
- Custom location:
- Renaming Rules
- Renaming format:
{%a_}{%y_}{%t} - Additional Settings
- Delimiter between multiple authors:
_ - Add user...
- Change to lower case
- Replace blanks
- Truncate title after . or : or ?
- Maximum length of title
80 - Maximum number of authors
2 - Number of authors to display when authors are omitted
1 - Add suffix when authors are omitted
et al
- Delimiter between multiple authors:
- Renaming format:
- Advanced Settings
- Remove special characters (diacritics) from filenames.
- General Settings
- Zotero -> Edit -> Preferences
- Advanced
- Files and Folders
- Linked Attachment Base Directory: Set this to your locally mounted OneDrive (or Dropbox or whatever) e.g.
C:\me\OneDrive\path\to\a\folder\(or on Linux/home/me/OneDrive/path/to/a/folder/etc).
- Linked Attachment Base Directory: Set this to your locally mounted OneDrive (or Dropbox or whatever) e.g.
- Files and Folders
- Sync
- Settings
- Disable Sync attachment files in My Library
- Sync attachment files group libraries using Zotero storage.
- Settings
- Advanced