Zotero is a great software for managing all of your references. However, to get the most out of Zotero, it is important to know how to use all of the tools in Zotero. Therefore, in this post, I will walk you step-by-step through how to create new collections and subcollections in Zotero.
Before we walk through how to create collections and subcollections, let's first discuss why they are important and how to use them. Collections and Subcollections are similar to the file structure on your computer. If you had all of your files in a single folder on your desktop, it would be impossible to find something that you didn't know the title.
Therefore, we create folders and subfolders to help organize where files are even if we forget the name. My suggestion is to use collections for the different fields that you are researching and use subcollections for the major themes in that field.
For example, if I was studying Mass Spectrometry, Ion Mobility, and Steroids, I would have my collection for Mass Spectrometry. Then, I would have subcollections of:
In this case, I can quickly find the information that I am looking for in each of my topics!
1. Click "Start"
2. Click "Zotero"
3. Right Click "My Library"
4. Click "New Collection"
5. Type Your New Collections Name
6. Click "OK"
7. Right Click Your New Collection
8. Click "New Subcollection…"
9. Type Your Subcollection Name
10. Click "OK"
11. Right Click The Collection You Want to Rename
12. Click "Rename Collection…"
13. Type Your New Collection Name
14. Click "OK"
Check out the video below on all the tools to organize your references in Zotero.
If you still want more, you can check out my Research Accelerator Course which walks you through every step to developing a research idea through how to manage your project. (As a bonus there is an entire Literature Organization course that walks you through every step of using Zotero and more!)
Get my 30 Day research jumpstart to go from not knowing your research to collecting publishable data in 30 days.