sync zotero → notion // research paper workflow (2023 tutorial)
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- เผยแพร่เมื่อ 15 มิ.ย. 2024
- In this video:
→ Connect Zotero to Notion for a strong PhD workflow
→ A tutorial on how to use the Notero plug-in for Notion and Zotero
Related videos:
→ • sync zotero to notion ...
→ • the writing hacks that...
Hey friends! If you're watching this video, you probably know what you're in for already. About a year ago, a plugin became available that allowed you to connect your Zotero reference manager to your Notion databases. I made a video tutorial on how to set that up, but there have been updates to both the Zotero plugin and Notion itself, so this is an updated tutorial. If you're watching this in 2023, this is the one you need.
Personally, this comes at a good time for me because I'm a PhD student who's been off books for the past year, but I'm slowly dipping my toes back into the academic waters. The first thing I'm doing is organising all of my files, so I'm going to set up this integration from scratch and we'll do it together. Mind-blowing, I know. Anyway, let's get into it!
First, you need to create a database in Notion that will act as the place into which all of your references from Zotero will go. The database that you will use as the link between Notion and Zotero has to have certain specific properties, and thankfully, the Notero gods have already created a Notion template for you to download and use yourself. We're going to go ahead and do that first (access the plug in and the notion templates here - github.com/dvanoni/notero).
Go to the GitHub page (same link github.com/dvanoni/notero) for the plugin itself, and if you scroll down the page, you'll find a section that allows you to download two versions of essentially the same database. One is a little bit more simple than the other, and that's the one we're going to go for. Go through all the necessary steps, download it, and drag it to the place that you want it to be. I'm going to label it differently and call it "Literature Inbox" because that's where I want this database section.
Step 2 is to create an integration to go into this specific database. In order to do that, there is a second link in the description box down below that will lead you to the My Integrations web page for Notion ( www.notion.so/my-integrations ). You're going to set up a new integration, and the instructions for doing that are on the screen. Now you should have an option under the "Tools" tab in Zotero for Notero preferences. If you don't, then I suggest restarting Zotero once you've added that plugin and then going into Notero preferences.
Here you're going to need two things. Once that integration is set up, you're going to go back to your Literature Inbox database and click on the three dots at the top of the page. You're going to scroll down to the Connections section and add a connection. Then, in the search bar, type in the name of the integration that you've just created, click on it, and copy the key from the integration token. Paste it in the first empty bar in this Notero preferences section of Zotero. The second piece of information you need is the database ID. Again, you're going to go into Notion and click on those three dots at the top of the page. Go to "Copy link," and then open a blank page in any app. Paste the link, and within that link you'll see a series of numbers running after the "/" sign and stopping before "?". Copy that series of digits, and that's your database ID, which you will paste into the Notero preferences box back in Zotero.
The next step in my workflow is to curate my critical notes about this particular source. I use a critical thinking Notion template which I link and talk about in another video, which I'll link down below. I hope that this video served its purpose and that you now have a very neat with Heidi integration between Zotero and Notion set-up. If you got value from this video, go ahead and hit the like button, and until I see you in the next one, take care of yourself, be kind to yourself, and thank you so much for watching.
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00:00
01:00 - Step 1: Setting Up A Database in Notion (use the right template!!)
02:15 - Step 2: Create an Integration
03:10 - Step 3: Download the Notero plug in
04:00 - Step 4: Complete the plug-in installation
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YES I need this so badly!! I tried to do it on my own and I set it up, but it would not sync. I am so excited to see what you did so that I can finally get my zotero on notion
it worked 🥲 thank you for doing this holly
Hope it helps, Chelsea! Let me know if you run into any problems, and I'll do my best to help!
Perfect tutorial, working almost equally in 2024
Glad it helps!
Good GOD I love you. Thank you for sharing this
As you wish, my Lady 😍😆❤️❤️❤️
Wowwww! It worked perfect, thank you!
Thank you so much maam..Love from India
Welcome! :)
Worked perfectly-thank you for taking the time to make this tutorial!
You’re welcome :)
Exactly what I needed! Thank you for this video :)
You're so welcome!
This ist exactly what I need right now. Thank you so much!!!!
You're very welcome! :) Glad it helped!
Thank you soo much! Step by Step, easy to follow, no great speeches; all in all a perfect tutorial!! Helped me so much!
Glad it helped! xx
Fantastic tutorial! thanks for sharing; this is just what I needed.
You’re welcome! I’m glad it helped :)
🎉it’s work very well and with the both directions. Thank you so much
I’m so glad it has helped 😊👍🏼
I'm impressed! Thanks a lot!
Glad you like it, Raphael!
Worked liked a charm, Holly! Thanks so much for this. I'm new to Notion and to your channel. Thanks for being one of my unofficial mentors as I start my second year as a PhD student. I know connecting Zotero with Notion will be a game changer . 🙏🏼
V
I’m glad it helped, Vic! Best of luck with your second year 🙂🙂👍🏼
Extremely useful! Thanks a lot!
You're welcome!
Thank you! 🙏 This was VERY helpful. It’s was detailed and very easy to follow. You are a life saver!
Glad it helped!
You are AMAZING. Thank you!!
Happy to help!
Excellent. Thanks for this!
Glad it was helpful!
thank you so much. this video plus the goodnotes integration have changed my life
Glad it helped, pal :)
Thank you, thank you, THANK YOU!
You're very welcome! :) Glad it helped!
Thanks for the awesome tutorial!!!!! You have a really nice way of talking, it makes it so much easier to follow your steps! Keep up the good work ❤
Thank you so much!
You are amazing, thank you for sharing updated version, it worked like a charm! Can't wait for the video on critical thinking template and notes ;)
❤❤❤
LETS GOOOOOO, this beats having an excel spreadsheet with all my stuff.
I am here for this level of enthusiasm
Thank you so so much Holly! Its the best video on setting up notion and zotero!
Glad it helped, friend!
Always loving your content Holly, PhD or non-PhD related. Lots of hugs from South America. ♥
Thanks Felipe ❤️ I hope you’re well! X
As always, thank you so much. This video saved me so much pain
I’m so glad it was useful! X
Finally managed to do that after procrastinating asking the IT guys to allow me to install Zotero in my work computer. Worked like a charm, thank you!
Great to hear!
thank you so much it worked perfectly
Great to hear!
Thank you so much. Superb. It saved me a lot.
Glad it helped!
Hi guys! I ran into some problems when installing the Notero plugin. Regardless of all the tutorials I watched my Zotero citations just wouldn't synchronize with Notion automatically when I added new ones. So in case you're running into the same issue: try right click on the citation and all the way on the bottom it says "Sync with Notion". Haven't found a way to synchronize automatically instead of manually but at least it solves my problem for now. Just thought I'd share :)
Hey Emily, I am also having this issue as well. I couldn't figure out how to get it to work either but the "sync with Notion" button that you suggested made it work for me as well. Have you figured another solution to this issue yet? Thanks! Emily
Hi Emily! :D I haven't found any other solution tbh but I also have to admit that I haven't tried. I just figured out that if you don't want to synchronize every single citation you add to Zotero, you can also do the right cklick and "sync with Notion" on your library name. That sould sync everything you recently added :) @@EmilyDarnell-nu1xd
Thank you!
Amazing, thank you so much, I figured it out
Glad to hear! X
Amazing ❤
Glad it’s helped :)
Thank you so much !
You're welcome!
Really appreciated!!! It looks so complicated for international students at first. I finally get the patience to make it done with clear directions in the below description part after opening your video twice.
Glad it was helpful!
Thank You!!
You're welcome!
Thanks, it works with the advanced notion template as well!
You're welcome!
Thank you, that was really helpful. I've always asked myself what is a good workflow for a phD student and I wonder as a vlogger if you would help others do their own with videos such as this one
The new Notero update made this integration even easier! You dont have to copy the Database ID anymore, Notero can get it for you!
Good to know! Xx
Thx alot!
💀🤓
Welcome 🤗
Thank you. Hope the effort to restart the PhD accelerates quickly!
Thanks, Justin! :)
You are criminally beautiful ✌🏼
Another great video, thanks, Holly :) a quick question from an ancient follower (me haha). have you synced your older database with this new one or just literally started from scratch and ignore your older readings?
Hi Paula! I've kept my old database!! I just set up a new one for (a) the purposes of this video, and (ii) to experiment with a new database. I was not really doing a huge volume of phd work at the moment so I'm sure my workflow will solidify again in the coming weeks as I get back to it all.
Hello, thank you for this tutorial, this is life changing! but I have a question please : It worked perfectly for some time but then I wanted to add new zotero subfolders with corresponding notion collections and now items added through the zotero connector can't find their way to the corresponding collections in notion database.
This is awesome, Thanks Holly! Do you know if this plug in syncs the annotated pdf onto notion?
No, sorry - I don't think it does which is a pity. However, I have found a workaround which I'll be sharing in a video later this month, maybe it will help.
Very cool, thank you very much this is so helpful to organize my biblio. Do you have recommendations on how to annotates papers in this list ? I see 2 main options, annotating them via highlight and small notes directly in zotero, or click on the name in Notero, and access an annotation template (which I don't find easy to customize)
I prefer annotating in Zotero, but on my ipad!
@@HollyJaneYT ok thank you for your answer ! Not really an option for me right now, but I'll consider it 👌
Wow what a great tutorial. I am not sure how to link my Notion Database to a specific folder in Zotero. So far I need to manually click on the right folder and do 'sync to notion'. I do not get the automatic functionality like you do.
Glad it was helpful! It might be because the file was already in the folder before you did the whole sync set up. Does it work automatically when you put new items into the folder?
@@HollyJaneYT Honestly, it does not. But I do not mind doing manual syncing as well. I just thought I might have missed a step.
Hi Holly, this was very helpful in making my personal Notero :) Just wanted to ask anyone if they know how to make a group Notero? Where a Zotero group library is used instead of my personal one?
I'm afraid I haven't figured this one out yet!
Thank you Holly for the careful instruction. However, I have tried the link to download the template in Notion (first step). However, it is found 404 error. Could you please let me know if is there any other way to download the template?
Hello! thank you so much for the video holly! I was wondering, do the refs all have to go into the same database (e.g your literature inbox) or can you send references that are in different folders in zotero to a corresponding separate database in notion?
So, I THINK this is possible... I'm going to experiment with it myself this week if I can but if you find anything that works, please do let me know! :)
@@HollyJaneYT I came for an answer to this exact same question. I found a great use for this for work, but it needs to remain separate from my academic stuff.
I cannot seem to get this done. I can only add one integration and database id for the whole zotero database, not per folder :(
Thank you... I think it is better to don't make a separate folder inside Zotero. Instead, you can right-click on an item that you want and use the sync to Notion option... If you want to see which items were synced between Zotero and Notion, just use the search bar in Zotero and search "notion"...
Great suggestion!
I'm so close to making this work! But for some reason in the Notero Preferences in Zotero, "My Library" isn't showing up in the Sync Preferences - only some old folders I used to use when part of a Group Library. Any ideas how to fix this?!
Hello! As far as I know, you can't sync the entire My Library. You have to create a folder specifically for Notion. A little annoying, but that's what I think might be the problem here. Hope it helps!
Omg, I spent so many hours figuring this out. Thank you so much!
Edited: Oh I just found one thing that doesn't work. I am using the advance template and hope that when I click the Zotero URI it would link to my Zotero file. But I always got an error. saying file note found, any recommendations please?
I'm trying to figure this out! Thanks for letting me know, its so annoying!
@@HollyJaneYT Thank you! I also want to know how Zotero communicate with Notion, as I am trying to add the name of Journal (Publication) from Zotero because it doesn't have this column in the advanced template
Hi Holly, thanks for the video. Is it correct that when deleting any papers in Zotero that this is not synced with Notion, meaning I have to delete the respective papers myself in Notion? Or is this an error I am facing? thank you!
it's the same for me! dont know if its supposed to be like this or if I havent set it up correctly though
I think you have to delete it yourself - which I've found a little annoying. So what I do is I create a Notion/Zotero folder in Zotero, that is synced - not my entire library. This reduces significantly the amount of time I have to spend adjusting Notion items. Hope that helps a little!
Hi there, I am having difficulties to copie the link from the notion into the database window in zotero, because it has a a drop down menu which shows the name of my notion name in it and it cant be deleted. Any ideas why and how can i fix that? Thanks for your help
I’m sorry, I’m afraid I haven’t come across that problem before - I hope you can find a solution somewhere! Best of luck 🤞🏻
hi, thank you so much for this amazing tutorial. I followed all the instructions. But it does not work..:( when I try to create an integration on Notion, it goes "Internal Integration Secret" not "Internal Integration Token". That is the only thing that i made different. Can be the reason because I use Basic Notion not upgraded? Any idea? thanks again..
I’m sorry it didn’t work for you - have you had any success since?
@HollyJaneYT It did not work for me. I reviewed all i did and it all seems right. Can you help me figure this out! I was so excited with this tutorial, i am sure I am overlooking something (although I relooked everything!). I’d love some help if at all possible! Thanks
I need help :( When i try to connect it on Notion, the "literature review" database i created did not appear. What should I do?
There could be a couple of things wrong here. Did you start with an empty folder in Zotero? Starting with your synced folder being empty often resolves issues with syncing because when you move the items into it from your main library you can see if the Notion sync notification comes up!
Babe, i tried, but the notion is a no for me how to use it, so i switched to obsidian
But your video on the notion and how to work for phd. was great for me to arrange my works
I’m glad it helped!
Dear Holly, This is definitely a tool that will change my way of doing my bibliography. I just have a small issue when synchronising. This error message appears (the xxx being a long number) : "APIResponseError: query failed validation. Fix one: query.v should be not present, instead was "xxxxxx". query.pvs should not be present, instead was "4"". Do you know what this means ? I would be so happy if you know how to fix this ! and thank you very much for your videos :)
When copying the link from the Notion chart to the Notero Database ID, you need to ONLY copy the 32-character sequence after the /. Do not copy the whole sequence after!
I hope Michelle's comment below helped fix that issue, Leonie! X
@@michellelam1233 Thanks a lot, I spend on hour trying to fix it. It works.
It looks like the Notero Preference Page within Zotero has moved to the Settings menu (Settings > Notero) rather than the tools menu.
Thanks for the update :)
@@HollyJaneYT Actually, I think there was a problem with my Zotero. After a clean re-install, it's exactly where you said it is on my machine too. My apologies!
Hey Holly,
first of all, thank you for this great tutorial!
But I have got a problem, hopefully you or somebody else can help me because I am going nuts right now.
So I synchronized all the literature but then I decided I want to change how it is saved into Notion by just saving the Authors name and date. So I deleted all the literature in notion, changed the synchronizing settings to just save the Autors name and date and then synchronized again. But it did not work.
"APIResponseError: Can't update a page that is archived. You must unarchive the page before updating."
I had a look git hub where is written: "Note that deleting a Notion page moves it into the trash, and the Notion API refers to this as "archived." Notero associates Zotero items with Notion pages through a link named Notion attached to the item. To resolve the issue, delete this link attachment on the offending item(s) and then perform the sync again.
But how do I delete this link? I tried in Notion als well als in Zotero but it does not work!
Hopefully somebody can help.
Thank you
Firstly, I’m sorry for the delay in replying!
secondly: this happened to me too, and what I had to do was delete the Notion file attached to the item in Zotero - like when you click on the Zotero item to get the pdf for example you need to delete the Notion file attached, and then re-upload the whole item (the paper, book, chapter etc) to the Zotero folder you’ve synced to Notion. I really hope that helps!
Thank you for this video. However, mine is not syncing. I added a 'book' in Zotero to test if it would sync to the Notion template, but it's empty. Any idea what this could be? I followed the instructions.
I’m sorry it hasn’t worked smoothly. Have you created a specific Notion folder in Zotero and created access to that folder specifically?
@@HollyJaneYT I want it to have full access to everything in the one folder I have. It's not labeled "Notero" but it's a folder in Zotero. I even undid everything and tried to do it again and it still won't sync. It says "query failed validation. Fix one: Query.v should be not present... etc.
I had the same problem until I right-clicked the folder in Zotero and selected "sync to Notion" and it finally worked! Hope that helps.
No results... yet. Tried your very clear method several times without successful transfer my current Notero data to a new Notion project area. I think my problem area is in the Zotero Notion Preferences setup. After Integration Token and Database ID and File Sync preferences (checked accordingly) clicking "OK" = nothing. I even moved subject topics from my Group Library to My Library. I do not see a Notion link on my Zotero page after following the steps... Am I missing something in what I just journaled here?
HAH... it's working! Apparently, Notion and Zotero needed "a moment" to coordinate. All is well and a very useful bridge solution that also will help my papers. Many thanks!
I’m glad it resolved for you!
Do you know if there is such a thing for Mendeley?
Hi Laís - I’m sorry, I’ve never used Mendeley so do not know the answer to this!
Hmmm. I clicked on the link for the second step but it tells me the content does not exist. I'll keep trying...
Oh - that’s annoying. I’m just EJ route to work right now but I’ll check it when I’m home in an hour! Sorry Melissa. X
Try the link again, Melissa. I think I've fixed it but let me know!
critical thinking video??
It’s up 😊