Upgrade StorageTips on formatting a report's metadata for cleaner Zotero upload?
The context: I work for a research institute within a university that regularly publishes reports of the white paper variety; they're academically rigorous but not in peer-reviewed journals, and just hosted on our website.
The problem: Using Zotero to add the source/citation -- both via web clients on the web page or by manually uploading the PDF -- doesn't correctly interpret or categorize any of the useful citation information. It's time-consuming and error-prone to manually enter all of this information for every one of our reports that I upload. And because our reports are regularly referenced in scholarly and other publications, I imagine we could improve a lot of our audience's lives by making our report uploads and respective metadata more legible to citation managers like Zotero.
So, the ask: how can we format and embed the basic metadata (title, authors, date, URL, etc.) into our PDF report uploads? I would love any tips on how to do that for our website client as well, but I imagine that will be far more complicated (and outside of my job scope).
I couldn't find any useful information online on this, as all my web searches lead to content on Zotero report *outputs*, but not inputs. And I thought about trying to backwards engineer an answer, but frankly I don't have the energy or code expertise to dig into the open source code. So any insight would be lovely!
The problem: Using Zotero to add the source/citation -- both via web clients on the web page or by manually uploading the PDF -- doesn't correctly interpret or categorize any of the useful citation information. It's time-consuming and error-prone to manually enter all of this information for every one of our reports that I upload. And because our reports are regularly referenced in scholarly and other publications, I imagine we could improve a lot of our audience's lives by making our report uploads and respective metadata more legible to citation managers like Zotero.
So, the ask: how can we format and embed the basic metadata (title, authors, date, URL, etc.) into our PDF report uploads? I would love any tips on how to do that for our website client as well, but I imagine that will be far more complicated (and outside of my job scope).
I couldn't find any useful information online on this, as all my web searches lead to content on Zotero report *outputs*, but not inputs. And I thought about trying to backwards engineer an answer, but frankly I don't have the energy or code expertise to dig into the open source code. So any insight would be lovely!
For getting metadata from the PDF -- Zotero doesn't do much with information in the PDF, but it _does_ look for a DOI and uses that, so if you're able to assign DOIs to the PDFs (e.g. by uploading them in a repository like figshare of Zenodo) and add that DOI on the first couple of pages of the PDF, you'll get the respective metadata when adding the PDF to Zotero.