Synchronization
Does Zotero synch collections? That is, can I create collections in one location and then view/use them in another? I want to use it at home and at work (2 different computers). If Zotero already offers this maybe I am missing something.
Zotero very useful in the meantime.
It is possible to sync your Zotero data directory to USB (or a network folder or web filestore) and then re-sync it with another computer. You do need to be a little careful when doing this: make sure both Zotero installations are the same version (Zotero is being updated fairly rapidly), backup your data before overwriting it, etc. It's not ideal, since you need to manually take care to sync (I use Allway Sync to USB), but it has worked for me for a few weeks now.
It is also possible ( but unsupported, I gather) to store your Zotero data directory on a network filesystem and use it from there. This eliminates the step of syncing, but might require more caution to make sure your data doesn't get corrupted.
The other option which I haven't tried is to keep a Zotero database on both computers, sync the data every once in a while (as needed) and when you add a few new things to the database of the computer you are on, export them to a file and re-import them.
The final option for using on different computers is using Zotero with Portable Firefox on a USB stick, and keeping a single database there.
Also, I'm just starting to work on Zotero. Any suggestions for how to set up and save my collection if I'm going to be working on two computers and hope to synchronize later?
/Users/<username>/Library/Application Support/Firefox/Profiles/<randomstring>/zotero in a bidirectional synchronization plan, say with software like synk or chronosync. Doing so would, if I understand you correctly, eliminate the need to use portable firefox (assuming that the same version of firefox is installed on all 3 machines). Is that right? (One might do the same thing with 2 macs if they were connected over a network, but mine are on 3 different networks so I use the portable hard drive to transfer data instead.)
Currently I use synchronization software to synchronize things in my "documents" folder in this manner but I tend to avoid synchronizing things in the "Library" folder because I don't really understand what they are.
I sync regularly between my laptop and work pc using a usb stick as an intermediary and have had no problems with this method, but I do have to mentally keep track of where the newest version of the Zotero database is. If the computer I'm working on doesn't have it, then I need to sync before I start work (and it's important that firefox not be running for this). Because of this I don't include the Zotero directory in my regular sync, just to force myself to be deliberate about which way I'm syncing it.
If I do some Zotero work and forget to sync, and want to do some more work on another computer, then I have to export the new stuff and then import it back in (after the sync, or import it back into the up-to-date database). This is the workaround for the times when you do need to merge. If you are able to always sync after a Zotero session and before your next one, you won't ever have to do this.
And one more caveat: you'll want to be aware of when a new version of Zotero itself comes out as well, since (till now anyway), new versions of Zotero have updated the database structure. You need to make sure that you don't try using the same Zotero directory with different versions of Zotero. This would normally not be a problem if each of your 3 computers have an internet connection, and you have firefox set to update Zotero versions as soon as they come out.
Let me just see if i understand. I've got a USB memory stick. I plug that in, I install Portable Firefox on that USB stick... I load up Portable Firefox straight from the USB and install Zotero. And then from now on, whenever I want to use Zotero on any computer, I plug in the stick and run it from there and nothing will be stored on the main drive of whatever computer I happen to be using at that time -- only on the stick, right?
And if I want to backup that database, I can just copy the whole firefox directory from the stick directory to somewhere?
Now, when Zotero implements some sort of feature that makes this obsolete, will it be an easy matter to get this data off the stick and into some central location?
thanks.. this software is amazing and I want to set it up right first.
Yes on all counts. Yes--if the zotero server does everything you want, you'll just be able to use that. If the syncing isn't perfect, you can always just copy your zotero data directory (contained within the firefox profile on the stick by default) over the data directory on your preferred desktop machine.
The most recent version of:
http://www.freesmug.org/portableapps/firefox
keeps it at:
"Portable Firefox.app/Contents/Resources/"
You'd probably want to consult directly with the documentation for your version of Firefox portable otherwise (or, if you're comfortable with the terminal, do a recursive grep for files you expect in the profile).
Listen, as a historian I'm considered pretty tech savvy by all of my colleagues. I was a relatively early adopter of Endnote back in 2000, although I'm more than happy now that the dissertation is complete to move on to something else (and to recommend it to students and colleagues), as long as I can use it in more than one place, and as long as I have a way of backing it up. But I have no idea what "do a recursive grep for files you expect in the profile" means. I think the FAQ section using portable firefox/backing up needs to be fleshed out more, particularly now that zotero is being bundled with the campus edition of firefox. I do not want students to come crying to me come deadlines that their jump drive ate their homework.
Would simply dragging portable firefox to the hard drive of my various "local" machines (the machine at home and in my office) accomplish the goal of creating a backup? I've stopped using regular firefox entirely anyway.
The slight problem with the portable editions is that they're not official Mozilla products & there are several versions made by different people, each of which has slightly different settings for profile location, etc.
It is generally a good idea to backup the whole usbstick & this would be guaranteed to backup the zotero profile on that stick, regardless of where it was hidden. If you are using the version I linked to, "yes." If you are using some other version, "maybe" (as it depends on which particular version). You can easily test by copying the app from the stick to your local machine, removing the sick, and launching the copy you made to your local machine. If the database is the same as on the stick, you're in good shape.
Looking over the FAQ documentation, I agree with her that it could be improved at a few points.
(1) Since following the FAQ's advice and using Portable Firefox does expose your data to the additional risk of loss, we could usefully include a section on "How to back up your database" (including where to find your profile on any common portable versions, and on Linux). I realize portable versions are a bit of moving target, but perhaps not so much so that it's not worth keeping helping people find their profiles. And people using Z extensively will want to backup their profile every day. Backing up the whole flash drive, or even the whole Portable Firefox installation is a little over the top, particularly if you're stuck with USB 1. Every Zotero user needs to know where her profile is (don't you agree?)
(2) Friendly encouragement to backup your profile should be given in any case. I can't find any in the documentation.
(3) The useful discussion from the forums (this thread even) on syncing your data, could usefully be given a place in the FAQ. I know (or I think I know) that this method remains unsupported, and should therefore carry the customary cautionary warnings, but (a) heaps of use profile syncing regularly without issue and (b) it is very useful for those who change machines, and therefore not surprising that it keeps coming up on these forums. It might simplify things to have a good guide written, perhaps even on a page of its own in the docs. It will still be a while yet before we get the Promised Land of sharing and syncing, and even when we do, I bet that syncing the /zotero directory will still have its uses.
Right now the link in the FAQ called "use a USB drive to synch your data between computers" only links to this, a paragraph about using Portable Firefox, which isn't really a method to 'sync' information, but to move it. That could be redone.
Alternatives for instructions on backup: Link to firefox extensions that will copy the whole profile directory and/or encourage the customization of the zotero storage folder.
Noksagt: (re: backing up the whole drive) Right. I wasn't thinking about syncing the whole drive, which of course is the only way to do it if you have to repeat it. I was imagining transferring the whole contents over USB each time, which of course one wouldn't do.
Could you also add the location of the profile for Linux and Unix users?
http://kb.mozillazine.org/Profile_folder_-_Firefox#Linux_and_Unix
Thanks!
It's what I'm trying to do, but fail...
Can someone explain how to do that ?
(I try with NetDrive, but it's impossible to choose the FTP-located emulated hard drive in Zotero preferences...)
It even works over VPN, provided, again, that you map the network drive to the same drive letter. So now I can run Zotero at home while connected through a VPN tunnel to my office network drive, where all the data resides. Superb!
As for the emulated hard drive (i.e. a drive letter mapped to FTP storage), I thought about that too. Too bad that doesn't seem to work. I might give it a try in the future, but right now all works fine with my present setup.
Syncing between folders is an easy problem solved with ChronoSync, SyncToy, SyncBack, Rsync, .Mac, etc. (pick your favorite tool).
Any advice would be most welcome!
Best wishes
Nick