How to Organize References in Zotero // Use collections, subcollections, tags, related, and notes

Learn my system for organizing my references in Zotero.

I dive into how to use collections and subcollections to organize my field and themes in Zotero. Then, we organize our papers with tags based on topics which makes it easy to filter to the correct paper. We will also set up related tags to link together papers in the same project.

Then I move into how to organize within each paper. This includes attaching pdfs for your references and writing notes to organize your references.

Finally, we talk about how to manage duplicate references!

---------------------------------------------------------------------------------------------------------------------------
Follow me:

My Filming Setup:

DISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you.

Timestamps
0:00 How to organize references in Zotero
0:27 Organizing references from google scholar
1:12 New Collections in Zotero
2:23 Subcollections in Zotero
4:44 How to use tags in Zotero
9:17 Using the related feature in Zotero
10:29 Sorting in Zotero
11:06 Organizing within references
11:12 Adding PDFs in Zotero
11:44 Creating notes within Zotero
13:17 Managing Duplicates in Zotero

[FrancisWhitfill]

Your videos are so good. I'm using them for the humanities, but so much of this is practical and applicable. THANK YOU THANK YOU THANK YOU

[jenniferblanks]

This video deserves waaay more views and thumbs up! Super helpful, thank you

[vtsnowangel]

This video is amazing! Thank you so much for sharing your wisdom with new grad students!!

[madelinespringle]

This is SO helpful! Thank you so much :)

[seagull]

Thank you for such a detailed tutorial!

[akuerbis]

This was super helpful! Thanks so much!

[bing-zelin]

Your video is very helpful! Thank you so much!

[pno]

Hi. It is possible to merge collections in zotero? Thank you in advance.

[.shahzadahmed]

Great job. When I clicked on notes it does't shows as many tools as shown by you in video at timestamp 12:00. May be you forgot to tell about add-on that you may have used. If yes, which one?

[noalevin]

You're a lifesaver, thank you! <3

[anniezk]

I'd encourage you to consider using tags for some of the topics that you have here as sub-collections. Tags can also have colors for sorting.