Managing your Zotero library effectively
Is your Zotero library growing wild?
If you’re looking at this unit of the course, you may be in a place where you’ve got the basics of Zotero down — how to add or import items, how to use the Zotero Connectors to add items from a web browser, and how to use Zotero to generate citations and bibliographies in Microsoft Word — but you’re wondering what else you can do with the software. If your collection of citations has begun to grow beyond 30 to 50 items, it may start to feel a little disorganized. So how do Zotero’s built-in organizational features work together to create a coherent system for taming and managing all your research content and course materials?
That’s what this unit is all about. In it, we take an in-depth look at the three main systems Zotero uses to organize content: collections, tags, and . After modules that look at each of these features in detail, we show you an for Zotero, called , that can be used to make an easier time of managing items in bulk (copying and pasting tags, editing item information, adding new keyboard shortcuts, and more). Here’s what you’ll find in this unit:
- An introduction to collections, tags, and related items
- In-depth modules that cover all the ways you can use:
- Instructions for using Zutilo to make tagging and item data much easier to manage in bulk
We recommend going through the modules in order, so why not start with the introduction to collections, tags, and related items?
Learning Objectives
Upon completion of this chapter, you will be able to:
- Contrast the use of collections, tags, and related items for managing Zotero content
- Manage tags and related items easily using the Zutilo add-on
A features used to show that two Zotero items are connected in some way. Related Items appear on the "Related" tab of an individual Zotero entry's information pane. The nature of the relationship can be arbitrary. For example, chapters of the same book; linking a journal article to other articles it mentions; etc.
Unlike tags and collections, you cannot search for related items. This feature is just a nice way for to illustrate connections between Zotero items that are of interest to you.
Software that provides additional functionality for Zotero. These are also referred to as plugins or extensions.
A list of available add-ons for Zotero is maintained here: https://www.zotero.org/support/plugins
An add-on for Zotero that provides a large set of utility functions and allows you to create keyboard shortcuts for many actions. The name is a combination of "Zotero" and "utility."
You can download Zutilo from here: https://github.com/wshanks/Zutilo/releases