renaming rules not taken into account

edited May 3, 2020
I have modified the "renaming rules" in Zotfil preferences with the lign « {%w_}{%a_}{%y_}{%t} » : when I test it in the simulation box, I do get the correct renaming path with "Editor_author_date_title", but when I try to apply it in real, I do not get the mention of the Editor (only author_date_title)... Can someone help me please?

j’ai modifié les « règles de renommage » de Zotfile avec la consigne « {%w_}{%a_}{%y_}{%t} » de façon à avoir l’éditeur puis l’auteur puis la date puis le titre : lorsque je fais un test dans la fenetre de paramétrage des préférences de Zotfile j’obtiens bien cette succession, mais quand j’essaie de renommer ensuite mes fichiers en vrai, la mention de l’éditeur n’est pas appliquée…
  • Zotfile's wildcard for "editor" should be "%d" or "%D", there is also "%L". See here: http://zotfile.com/wildcards-default.json.

    Note that this list is not fully up-to-date, there are more default wildcards. You can find them in the Config Editor in the preference extensions.zotfile.wildcards.default. Use the Beautify function at https://jsoncompare.com to make this more readable.
  • Thanks for this answer, and the link to this usefull list!
    But my issue wasn't really about the choice of w (actually I meant the Institution, w seems to be ok for it), but about the fact that it isn't applied when trying to rename, although it is applyied in the test
    (I do get the correct name with "Editor_author_date_title" in the test, but when I try to apply it in real, I do not get the mention of the Editor (only author_date_title).)
  • You might need to invoke Zotfile's renaming function. For example, use "Manage Attachments" -> "Rename Attachments" in the item's context menu, which is accessed by right-clicking. For more options, see here.
  • Thanks again, I think I did check those options - but still, no link to my problem... Is t that there can not be more than 3 fields in the name? And I don't understant how comes it works in the snapshot or test mode (aperçu in French), and not in the real library...
    Ex : "CGDD_Bouvart_2018_Thema Objectif zero artificialisation nette" = Institution_author_date_title
    instead of only "Bouvart_2018_Thema Objectif zero artificialisation nette"
  • I think I did check those options
    There are many options, so please write what you actually tried, step-by-step. Otherwise, it's very difficult to help.

    Note that the "%w" wildcard only stands for "institution" if the item type is "report". I created a test item of type report, with "ABCD" entered at the Institution field. Then I switched to your renaming scheme above: {%w_}{%a_}{%y_}{%t}. Right-clicking on a pdf attachment, I used "Manage Attachments" -> "Rename Attachments". For me, this creates a filename that starts with "ABCD_".

    If this doesn't work for you, make sure that you have the latest versions of Zotero and Zotfile. You could also check if something is broken in the French locale. To test this, switch your Language settings to English.
  • Dear qqbb,
    Thanks a lot : it did work with your advice to use the command "Manage Attachments" -> "Rename Attachments", instead of directly "rename after the parent data"... and both in the English and in the French versions.
    I think i'll be satisfied with this!
    I had try to check every other options but I admit I got a little lost ; And still don't understand why the "update" outlook and the "Manage Attachments" -> "Rename Attachments" command worked, but not the "rename after the parent data" command, but actually being offered the choice of 2 renaming results coud be usefull, for cases when I want to rename only with the author and not the institution... so everything is as good as it could be... Have a good sunday, and take care !
  • Zotfile adds "Manage Attachments" -> "Rename Attachments" to the item context menu. Without the Zotfile plugin, you only have Zotero's "Rename File from Parent Metadata" option.
  • Clear enough! Thanks!
  • edited January 17, 2021
    i have zotfile installed but "rename attachments" doesn't work for me! it says:

    "attachments skipped because they are top level items, snapshots or the file does not exist"
  • i have zotfile installed but "rename attachments" doesn't work for me!
    See here: https://forums.zotero.org/discussion/87072/zotfile-renaming-and-linking-not-functioning
  • my pdf's have their parents ...

    as a matter of fact i have my zotero storage folder on my icloud drive.
    when i make annotations from my ipad, i can extract them from icloud.
    so zotfile must be somehow ok with that place and also recognise it ...
  • should i change my workflow, so that zotfile moves my files to the cloud and my zotero storage folder stays on my computer?

    maybe i have to move the items in order to get the renaming?
  • i have my zotero storage folder on my icloud drive.
    See Alternative Syncing Solutions in Zotero's documentation:
    Storing the Zotero data directory directly in a cloud storage folder is extremely likely to corrupt your Zotero database and should not be done.
  • This might not apply to you in case you're doing this:
    Alternatively, you can use a symlink to sync only the storage directory from your Zotero data directory using the external sync service.
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