What are Collections, Notes and Tags in Zotero?

All items go into the Zotero Library by default, but it is important to consider how you will organise your library. Zotero has the following options:

Collections

Collections are traditional folders and are useful for filing items e.g. for a particular project or on a specific topic or section of your assignment for example. You can save items directly to a collection from the Web Connector, or drag and drop them from your library to the collection. Right-click on My Library and choose New Collection:

You can add sub-collections as you would with any file system. Right click on a collection and choose New Subcollection:

Notes

Notes are free text spaces where you can leave meaningful information for your own use. These are visible beside the item in your library:

Tags

Tags allow you to tag items based on their topics, methods, status, ratings, or even based on your own workflow. Items can have as many tags as you like, and you can filter your library (or a specific collection) to show items having a specific set of one or more tags. Be careful as some academic journals may pull through their own tags with the metadata, you can ‘Delete automatic tags in This Library’ in the bottom left menu to remove them:

Help videos

You may also find the following short videos useful (MyBeckett login required):

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