Skip to Main Content

Zotero: Full Text PDFs and Snapshots

Full Text Options in Zotero

Summary of Full Text Options:  By default Zotero will save full text articles and web pages when it can.  Zotero finds and saves associated PDFs from scholarly databases, and takes complete snapshots of many web pages.  This means that your library of citations is also, in part, a library of full text.  The automatic saving of associated documents (like pdfs) can be turned off.  Text in PDFs can be annotated and highlighted, and, with Zotero 6, your annotations will sync  There are many other new features for working with PDFs in Zotero 6..
PDFs can also be saved to Zotero on their own.  Zotero can often retrieve full bibliographic information for orphan PDFs.‚Äč

Capturing Full Text Along With Your Citations

Zotero has two major ways of allowing you to save full text along with your citations.

PDFs:  When a PDF of an item is available (in a library periodical database like JSTOR, for example) Zotero will by default grab the full text PDF and attach it as a child to its parent citation. 

If you don't want full text PDFs, you can turn this feature off under Edit --> Preferences --> General.  Uncheck "Automatically Attach Associated PDFs and Other Files When Saving Items".

Snapshots:  By default when saving an item from most websites (including, for example, blog sites, major news sites, magazine sites, etc) a snapshot of the page will be saved along with your citation.  In most cases this will serve as a full text copy of the item. 

 If you don't want full text snapshots, you can turn this feature off under Edit --> Preferences --> General.  Uncheck "Automatically Take Snapshots When Saving Items From Webpages"

Note that if you are synchronizing your Zotero library to the free space provided at Zotero.org (and you should be), synchronizing attached PDFs and snapshots will use up your free storage space fairly quickly.  To solve this problem, you can

  • buy more storage space via your account page at Zotero.org (that is what I do)
  • or you can tell Zotero not to sync your attached PDFs (a PDF then will live only on the machine you are using when you save it).  Edit --> Preferences --> Sync:  uncheck "Sync Attachment Files in My Library Using Zotero".(or WebDav if you know what you are doing)
  • or you can stop grabbing the full text in the first place, as described just above.

You can highlight and annotate PDFs in your Zotero library via Adobe Acrobat Reader.  With Zotero 6, your annotations will sync..

You can add PDFs to your Zotero libraries on their own by dragging and dropping.  If you drop a PDF onto a citation, it will become a child of that citation.  If you do not drop it onto a citation, it might stand alone as an orphan PDF with no bibliographic information associated with it, but by default Zotero will try to find the correct bibliographic data for that PDF, and if successful, will create the relevant item, fill out the relevant bib fields, and attach the PDF as a child item. .  If you want to turn this feature off, go to Edit --> Preferences --> General and turn off  Automatically Retrieve Metadata for PDFs.  You will still be able to try to retrieve metadata for individual orphaned PDFs by right clicking on the pdf title in the center panel, and choose Retrieve Metadata for PDF.

Parent and Child Items

Where possible, Zotero will associate full text PDFs and snapshots with their citation.  An item that has an associated child item will have an arrow just to the left.  When the arrow is putting to the right, the child items are hidden.  When it is pointing down, you will see the child items listed underneath the parent.  You can change the arrow direction by clicking on it.

Parent items are usually citations.  Child items are usually full text PDFs, full text snapshots, or notes that you have written.  When you move a parent item, child items go with it.

Here is what it looks like in your Zotero main panel when your parent items are closed.  The Journal Article and the Web Page both have right-facting arrows, indicating child items.  The book does not (which is typical for books):

Main Panel No Children

 

And here is what it looks like after you have clicked on the right-facing arrows.  The arrows are now down-facing, and the child items are visible.  In this case, the full text PDF of the journal article that came from a scholarly database, and a full-text snapshot of a webpage that came from a site that Zotero couldn't recognize :

Daniel J. Evans Library - MS: LIB2300 - 2700 Evergreen Parkway, NE. Olympia, WA 98501 - 360-867-6250