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Once you have completed your reading/annotation, close the PDF in your PDF reading app. Note: Different PDF reading/annotating apps may provide different functionality for example, a PDF annotated with Adobe Acrobat Reader will also let Zotfile extract Add Note to Text, which will include both highlighted text with (author date:page) and your connected comment note in italics with the page number). Any other annotations you make (sound, strikeout, typing, etc.) will not be extracted, although they will remain on the annotated article (and as noted below, you can opt to print out your document clean, without markups). #Dropbox folder sync ipad plus
Keep in mind that Zotfile will extract highlighted text (in quotation marks, with (author year:page(s)) added), as well as underlining (in quotations, underlined, with (author year:page(s)) added) it will also capture pop-up notes with your comments (your text plus page(s)). You will see your PDF in the folder, and you can open it and annotate it in-app. Navigate to your Dropbox syncing folder and locate your Zotero folder, in this case Zotfile-FilesForZotero.
Open PDF Expert and go to the Documents folder. It may take a minute or so to upload to Dropbox and PDF Expert if your connection speed is low. From Manage Attachments, choose Send to Tablet. Now that you have set up the connection between (in this case) your Zotero library, Dropbox, and PDF Expert on your iPad, you are ready to start syncing, reading, and annotating! In your Zotero library, go to the item record you are interested in, and right-click on the the PDF attachment title child file. Note the other cool things that Zotfile can do! Select the Tablet Settings tab and locate and select your syncing folder in the Base Folder browse box. #Dropbox folder sync ipad how to
I have a YouTube video that goes though the installation process for Zotfile (its a little complicated) and demos how to use it to extract PDF annotations.
Download and configure Zotfile (you can set up your preferences either from Zotero Preferences’ Action drop-down menu or from your browser add-ons/extensions). I really recommend you use their storage rather than using a cloud service to store linked PDF files - not only does it help support Zotero, but it also saves your Zotero Snapshots. Note: this is actually a lie as I don’t really do that other than for testing purposes – I pay $20/year for Zotero storage for my PDFs which is very convenient and helps to support Zotero. My sync folder is called Zotfile-FilesForZotero - I’m actually using the same Dropbox folder for syncing PDFs to PDF Expert that I use to store PDF files that are linked to their Zotero record via Dropbox rather than stored on Zotero’s online storage, but that is not required. Create a folder in Dropbox/etc on your computer to store PDFs you want to sync to your tablet so that you can read and/or annotate them there via your PDF app and then return them to your computer’s Zotero library. This how-to will use Dropbox and PDF Expert on an iPad as examples from now on, but the experience should be similar for alternative cloud storage tools and PDF annotating apps. Make sure your cloud storage account is connected to your tablet’s PDF app (PDF Expert, iAnnotate, etc.). SugarSync, or Box, there should be something similar (a drive or folder) that allows you to sync files between your computer and the service. If you use another form of cloud storage, i.e. Download Dropbox/Google Drive/OneDrive/etc.to your computer (it will set itself up as a network drive). #Dropbox folder sync ipad install
IPad users who use other iOS Zotero apps such as PaperShip: If you use PaperShip, you don't need to use the syncing functionality of ZotFile as you can access and annotate your PDFs via your iPad (of course, you can also do this directly at via your tablet's browser) however, you may still want to install it on your computer to use for things like extracting PDF annotations to a Zotero Note.
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ZotFile works with both iOS and Android tablets, but you can also use some of its functionality even if you don’t have a tablet. ZotFile is freeware, but if you like it, you may want to donate to the creator. Note: This is about one particular functionality that the ZotFile plug-in offers for Zotero users – it does other cool stuff as well.
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