How to manage the literature of multiple projects in Zotero?
To effectively manage literature for multiple projects in Zotero, utilize its organizational hierarchy: primarily structure references using Collections ("My Library" > "New Collection") dedicated to each project. This fundamental approach allows clear physical separation of references belonging to distinct projects.
Collections provide the primary segregation; each project should have its own dedicated Collection (or potentially a Collection Group if projects are large and complex). Utilize Tags systematically by applying project-specific keywords (e.g., `ProjectX`, `Thesis`) to individual references. This allows efficient cross-project filtering and retrieval via the Tags pane or Saved Searches, especially useful for references relevant to multiple projects. Maintain consistent naming conventions for Collections and Tags from the outset for clarity. Ensure linked files (PDFs) are correctly synced using Zotero Storage or linked file paths within your preferences.
Create distinct top-level Collections for each project. Develop and consistently apply a set of unique tags identifying each project to relevant references. Import literature into the relevant Collection and tag them accordingly immediately upon adding them to your library. Leverage Zotero's powerful search features, such as creating Saved Searches using project tags or Collection membership, for instant access to any project's literature. This structured approach ensures scalability, minimizes cross-contamination of references, and streamlines literature retrieval.
