Create folders and sub-folders in Zotero to organise your materials. These are called collections.
You can save a set of search results or an individual article - the choice is yours. You can easily edit metadata prior to importing into RefWorks.
The Notes field allows you to add personal notes for your records. Each item may have multiple separate notes, these can be exported in your reports.
To add a note, select an item and click the Notes tab on the right hand panel. Click the Add button. Edit the note within this panel, or in a new window. Notes fields allow text formatting, highlighting and hyperlinking.
The Zotfile add-on for Zotero will allow you to extract highlighting, annotations and comments you make in PDF files as attached Zotero notes. These include hyperlinks to the relevant part of the associated PDF file. To find out more, visit Zotfile.com
Add custom tags to items in your library and use them to quickly retrieve related items. For example for keywords/subject headings, or actions to carry out, like 'to read'.
To view, add and remove tags, select an item in your library and click on the Tags tab. Items downloaded from a database or catalogue may come with tags already attached. You can add your own tags or delete existing tags (orange boxes).
The tag cloud is displayed in the panel below the Collection folders (see red box). If you have a collection folder selected, this panel will only display the tags within that collection.
Clicking on a tag will display all items tagged with that term. You can choose more than one tag to show items with that combination of tags.
You can colour code your tags, this will add a coloured square to the item in the middle panel (see green squares).
To tag many items at once, select the records in the middle panel and drag the highlighted records on to the tag in the left tag window.