Test Zotero Connection

1. Prerequisites (Only done once)

   1. Create a zotero account

   2. Install Zotero on your computer

      You need zotero 5 or better for the publish capabilities

      1. download and install the latest 5.0 version from: zotero
      2. connect application with zotero account
         • edit preferences and choose the sync tab
         • enter you zotero information from the previous step and click link

2. Edit your User Profile on server

   1. Click login
   2. Under your name choose Edit Profile
   3. Clear your user account if already linked (you will not see a button to connect to zotero)
      1. Need to go to the rails console to do this on the correct server

         sudo su - deploy
         cd scholarsphere/current
         bundle exec rails c production
         user = User.find_by( login: "<your login>")
         user.zotero_userid = nil
         user.arkivo_subscription = nil
         user.save
         

3. Click the link with Zotero

   *should forward you to a zotero screen where you should login (if needed) and click "Allow Access" which should forward you back to ScholarSphere

   • You should see a flash message that says Successfully connected to Zotero!

4. Verify that there were no errors on the Resque queue go to /admin/queues/failed you should not see a failure.

   You may also verify that the user record has a zotero_id and an arkivo subscription set sudo su - deploy cd scholarsphere/current bundle exec rails c production user = User.find_by( login: "<your login>") user.zotero_userid # should have a value now user.arkivo_subscription # should also have a value

5. Publish a paper with zotero

   1. In the Zotero Client take one of the document from My Library and Drag and drop it into My Publications. Note: the item must have a pdf attachment
      1. Fill out the form checking: "Include files" and "I created..."
      2. Click Next
      3. Choose "No, only publish..."
      4. Click Add to My Publications

6. See that paper show up under My Works (This may take a minute or so)

Last Tested

• 05-31-2017 Carolyn Cole (ss-qa-new)
• 06-06-2017 Carolyn Cole (ss-prod-new)
• 09-21-2017 Carolyn Cole (ss-qa-new)
• 11-16-2017 Carolyn Cole (ss-qa-new)
• 01-24-2018 Mike Tribone (staging)
• 02-21-2018 Kieran Etienne (stage)

Known Issues

• https://github.com/psu-stewardship/scholarsphere/issues/1092

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