Section outline

  • Goals

    • Associate one or more notes with a reference
    • Create tags with your keywords
    • Associate a tag with multiple references
    • Colour, rename or delete a tag
    • Search for a reference by tags
    • Remove a tag from a reference
    • Sort your references by criteria
    • Learn about simple search
    • Manage duplicates

    • Callisto. [Vidéo]. Canal-U. 05 - Notes, tags, sorting searching and deduplicating

    • In a nutshell
      • Adding one or more child notes to a reference;
      • Sorting by clicking on column headers (title, creator, document type, etc.) in area 3 "reference list" in the central panel;
      • Adding keywords (tags);
      • Colour-coded tags;
      • The simple keyword search field;
      • Managing duplicates by merging references in the default collection called "Duplicate Items".
    • What is not covered in the video
      • Adding a note to a bibliographic reference allows you, for example, to jot down an interesting page from a book or article, copy and paste a key quote to highlight when writing a thesis, article, etc., or to add a reading note. You can have multiple notes per reference.
      • Some tags (keywords) may already be present, associated with the record. This depends on the resource consulted and how the reference was collected. However, this does not prevent you from adding your own tags or deleting pre-existing ones.
      • The tags (keywords) displayed in the bottom-left panel (i.e. area 6, "Tags") depend on the selected collection, so you can combine tags and collections to filter references as needed.
      • Some references detected as duplicates by Zotero may not actually be duplicates because the document type is different. For example, a thesis and a book with the same title: one is the thesis distributed by the university, while the other is the thesis published by a commercial publisher.
      • You can clean up the "Duplicate Items" collection by deselecting a duplicate (or triplicate, etc.) in order to delete a reference instead of merging it (for example, when there is confusion about the document type).