本文对Zotero的配置进行了整理，供自己将来参考。

Zotero作为文献管理软件，在整个工作流中担任对文献的整理、阅读管理任务，并提供面向上游输入与下游输出的接口。

在文献的输入部分，通过Zotero浏览器插件和Sci-Hub解析器实现对英文文献源信息和pdf的一键抓取，通过茉莉花插件实现对知网文献的抓取。收集到文献之后Zotero会通过WebDav在多个设备间进行同步，在阅读过程中利用翻译插件对英文文献实现选中翻译，利用Markdown插件实现更强大的内置笔记。在写作输出阶段，通过Zotero官方的Word插件联动word快速生成参考文献，并利用Word宏实现参考文献的交叉引用。

至此，覆盖文献阅读全流程的Zotero就配置完成了。

输入

浏览器插件

Zotero官方提供了浏览器插件Zotero Connector，支持Chrome、Safari、MS Edge等浏览器，可以在对应浏览器官方的扩展商店进行安装。

以Chorme为例，可以在Chome 网上商店进行下载安装。

Sci-Hub 解析器

参考这篇文章配置Sci-Hub解析器，配合浏览器插件使用，可以直接在Sci-Hub下载文献。

修改extensions.zotero.findPDFs.resolvers为

{
    "name":"Sci-Hub",
    "method":"GET",
    "url":"https://sci-hub.ren/{doi}",
    "mode":"html",
    "selector":"#pdf",
    "attribute":"src",
    "automatic":true
}

知网文献抓取

安装茉莉花插件、PDFtk Server，并更新解析器（Translator），Zotero和网页插件都要更新，可能需要多点几次更新。

茉莉花插件在这个仓库下载xpi按照文档安装即可。

PDFtk Server按照官网指示进行安装即可。

处理

利用WebDav多端同步

Zotero作为跨平台软件，在各个设备上都有自己的客户端，我希望能在iPad端和Mac/PC端同步PDF和标注。Zotero官方提供了一个云同步服务，但是速度比较慢，而且免费使用限制了300MB的容量，不能满足我的文献同步要求。因此选择坚果云的WebDav服务进行同步。

关于Zotero如何使用坚果云，可以查看坚果云官方的这篇文档。

翻译插件

安装Zotero PDF Translate插件，在这个仓库下载xpi按照文档安装即可。

Markdown笔记插件

安装markdownhere4zotero插件，在这个仓库下载xpi并安装即可。该插件的公式渲染默认使用谷歌的服务，可以按照这篇文章修改至国内服务。

Update:

在Zotero 6.0.14版本中，官方在笔记中支持了公式功能。但是由于不是全功能markdown，插入图片等还是不支持。

输出

Word插件生成参考文献

Zotero安装时会自动在Word添加插件，可以在菜单栏看到，如果出现找不到插件的情况，可以参考这篇文章手动将插件复制到Word启动项中。

如果Zotero没有所需的引用格式，可以在设置-引用-样式-获取更多样式中搜索并安装。

参考文献交叉引用

先正常使用Zotero添加参考文献，然后利用Word宏实现修改参考文献为交叉引用。由于Zotero本身添加参考文献也是利用Word宏实现的，将来官方可能也会添加交叉引用的功能。

对于如何添加Word宏参考这篇文章。

宏代码如下：

Public Sub ZoteroLinkCitation()
    
' get selected area (if applicable)
    Dim nStart&, nEnd&
    nStart = Selection.Start
    nEnd = Selection.End
    
' toggle screen updating
    Application.ScreenUpdating = False
    
' define variables
    Dim title As String
    Dim titleAnchor As String
    Dim style As String
    Dim fieldCode As String
    Dim numOrYear As String
    Dim pos&, n1&, n2&, n3&

    ActiveWindow.View.ShowFieldCodes = True
    Selection.Find.ClearFormatting
 
' find the Zotero bibliography
    With Selection.Find
        .Text = "^d ADDIN ZOTERO_BIBL"
        .Replacement.Text = ""
        .Forward = True
        .Wrap = wdFindContinue
        .Format = False
        .MatchCase = False
        .MatchWholeWord = False
        .MatchWildcards = False
        .MatchSoundsLike = False
        .MatchAllWordForms = False
    End With
    Selection.Find.Execute
    
    ' add bookmark for the Zotero bibliography
    With ActiveDocument.Bookmarks
        .Add Range:=Selection.Range, Name:="Zotero_Bibliography"
        .DefaultSorting = wdSortByName
        .ShowHidden = True
    End With
    
    ' loop through each field in the document
    For Each aField In ActiveDocument.Fields
        ' check if the field is a Zotero in-text reference
        '##################################################
        If InStr(aField.Code, "ADDIN ZOTERO_ITEM") > 0 Then
            fieldCode = aField.Code
            '#############
            ' Prepare
            ' Plain citation== Format of Textfield shown
            ' must be in Brackets
            Dim plain_Cit As String
            plCitStrBeg = """plainCitation"":""["
            plCitStrEnd = "]"""
            n1 = InStr(fieldCode, plCitStrBeg)
            n1 = n1 + Len(plCitStrBeg)
            n2 = InStr(Mid(fieldCode, n1, Len(fieldCode) - n1), plCitStrEnd) - 1 + n1
            plain_Cit = Mid$(fieldCode, n1 - 1, n2 - n1 + 2)
            'Reference 'as shown' in word as a string
            
            'Title array in fieldCode (all referenced Titles within this field)
            Dim array_RefTitle(32) As String
            i = 0
            Do While InStr(fieldCode, """title"":""") > 0
                n1 = InStr(fieldCode, """title"":""") + Len("""title"":""")
                n2 = InStr(Mid(fieldCode, n1, Len(fieldCode) - n1), """,""") - 1 + n1
                If n2 < n1 Then 'Exception the type 'Article'
                    n2 = InStr(Mid(fieldCode, n1, Len(fieldCode) - n1), "}") - 1 + n1 - 1
                End If
                array_RefTitle(i) = Mid(fieldCode, n1, n2 - n1)
                fieldCode = Mid(fieldCode, n2 + 1, Len(fieldCode) - n2 - 1)
                i = i + 1
            Loop
            Titles_in_Cit = i
            
            'Number array with References shown in PlainCit
            'Numer is equal or less than Titels, depending on the type
            '[3], [8]-[10]; [2]-[4]; [2], [4], [5]
            ' All citations have to be in Brackets each! [3], [8] not [3, 8]
            ' This doesnt work otherwise!
            ' --> treatment of other delimiters could be implemented here
            Dim RefNumber(32) As String
            i = 0
            Do While (InStr(plain_Cit, "]") Or InStr(plain_Cit, "[")) > 0
                n1 = InStr(plain_Cit, "[")
                n2 = InStr(plain_Cit, "]")
                RefNumber(i) = Mid(plain_Cit, n1 + 1, n2 - (n1 + 1))
                plain_Cit = Mid(plain_Cit, n2 + 1, Len(plain_Cit) - (n2 + 1) + 1)
            i = i + 1
            Loop
            Refs_in_Cit = i
                 'treat only the shown references (skip the rest)
            '[3], [8]-[10] --> skip [9]
            'Order of titles given from fieldcode, not checked!
            If Titles_in_Cit > Refs_in_Cit Then
                array_RefTitle(Refs_in_Cit - 1) = array_RefTitle(Titles_in_Cit - 1)
                i = 1
                Do While Refs_in_Cit + i <= Titles_in_Cit
                    array_RefTitle(Refs_in_Cit + i - 1) = ""
                    i = i + 1
                Loop
            End If
            
            '#############
            'Make the links
            For Refs = 0 To Refs_in_Cit - 1 Step 1
                title = array_RefTitle(Refs)
                array_RefTitle(Refs) = ""
                ' make title a valid bookmark name
                titleAnchor = title
                titleAnchor = MakeValidBMName(titleAnchor)
                
                ActiveWindow.View.ShowFieldCodes = False
                Selection.GoTo What:=wdGoToBookmark, Name:="Zotero_Bibliography"
                
                '' locate the corresponding reference in the bibliography
                '' by searching for its title
                Selection.Find.ClearFormatting
                With Selection.Find
                    .Text = Left(title, 255)
                    .Replacement.Text = ""
                    .Forward = True
                    .Wrap = wdFindContinue
                    .Format = False
                    .MatchCase = False
                    .MatchWholeWord = False
                    .MatchWildcards = False
                    .MatchSoundsLike = False
                    .MatchAllWordForms = False
                End With
                Selection.Find.Execute
                               
                ' select the whole caption (for mouseover tooltip)
                Selection.MoveStartUntil ("["), Count:=wdBackward
                Selection.MoveEndUntil (vbBack)
                lnkcap = "[" & Selection.Text
                lnkcap = Left(lnkcap, 70)
                
                ' add bookmark for the reference within the bibliography
                Selection.Shrink
                With ActiveDocument.Bookmarks
                    .Add Range:=Selection.Range, Name:=titleAnchor
                    .DefaultSorting = wdSortByName
                    .ShowHidden = True
                End With
                
                ' jump back to the field
                aField.Select
                ' find and select the numeric part of the field which will become the hyperlink
                Selection.Find.ClearFormatting
                With Selection.Find
                    .Text = RefNumber(Refs)
                    .Replacement.Text = ""
                    .Forward = True
                    .Wrap = wdFindContinue
                    .Format = False
                    .MatchCase = False
                    .MatchWholeWord = False
                    .MatchWildcards = False
                    .MatchSoundsLike = False
                    .MatchAllWordForms = False
                End With
                Selection.Find.Execute
                        
                numOrYear = Selection.Range.Text & ""
                                    
                ' store current style
                style = Selection.style
                ' Generate the Hyperlink -->Forward!
                ActiveDocument.Hyperlinks.Add Anchor:=Selection.Range, Address:="", SubAddress:=titleAnchor, ScreenTip:=lnkcap, TextToDisplay:="" & numOrYear
                ' reset the style
                Selection.style = style

                ' comment if you want standard link style
                aField.Select
                With Selection.Font
                     .Underline = wdUnderlineNone
                     .ColorIndex = wdBlack
                End With
                    
            Next Refs 'References in Cit

        End If  'If Zotero-Field
        '#########################

        Next aField ' next field

        ' go back to original range selected
        ActiveWindow.View.ShowFieldCodes = False
        ActiveDocument.Range(nStart, nEnd).Select
        
    End Sub
    Function MakeValidBMName(strIn As String)
        Dim pFirstChr As String
        Dim i As Long
        Dim tempStr As String
        strIn = Trim(strIn)
        pFirstChr = Left(strIn, 1)
        If Not pFirstChr Like "[A-Za-z]" Then
            strIn = "A_" & strIn
        End If
        For i = 1 To Len(strIn)
            Select Case Asc(Mid$(strIn, i, 1))
            Case 49 To 57, 65 To 90, 97 To 122
                tempStr = tempStr & Mid$(strIn, i, 1)
            Case Else
                tempStr = tempStr & "_"
            End Select
            Next i
            tempStr = Replace(tempStr, "  ", " ")
            MakeValidBMName = Left(tempStr, 40)
        End Function

本文采用CC-BY-SA-3.0协议，转载请注明出处
作者: TieStone

iLern's Blog

我的Zotero配置

输入

浏览器插件

Sci-Hub 解析器

知网文献抓取

处理

利用WebDav多端同步

翻译插件

Markdown笔记插件

输出

Word插件生成参考文献

参考文献交叉引用