Using Notion and Zotero to build a literature tracker

In this tutorial we will learn how we can use Notion to make a literature database. With the help of the Notero plugin, our database will be synced with our Zotero directories
PhD
Notion
Zotero
Author
Published

June 29, 2022

Modified

April 15, 2023

An update (04-Oct-2022)

As Notion has been updated, they have moved the plugin integration to a new menu option called ‘Add connections’. Therefore you won’t find the integration from the ‘Share’ menu as before. So what does this mean to you?

  1. If you are a returning user to this article, then please see the new ‘Notero in action’ video which is given in step 6 under Configure Notero plugin section.

  2. If you are a new user, reading this article for the first time, then don’t worry about anything and please follow the steps given below.

1 TL;DR

  • Use Notion to build a literature database that can integrate with directories in Zotero with the help of the Notero plugin
  • Install Notion, Zotero and the Notero plugin
  • Duplicate the literature template to your Notion database

2 Literature tracker using Notion and Zotero

This is a follow-up article from my earlier post on My Notion story. If you don’t know what Notion is or how to install it, please refer to my earlier article for the background information.

In this article, we will aim to build a literature tracker that looks similar to the one below. It will be automated via the Notero plugin integrating Zotero with Notion.

My literature tracker template in Notion

2.1 Install Zotero

  1. The first thing to do is to download and install Zotero, a free-to-use reference manager that you can use to categorize and manage your research article collection. You should also create an account in Zotero and log in using that account in your Zotero app.

2.2 Installing Notero plugin

Now we are going to install a plugin for Zotero, called Notero by David Vanoni, which acts as a link between Zotero and Notion. This is what syncs your Zotero library to your Notion database.

  1. Go to the Github page of Notero and download the notero-0.3.5.xpi file under the assets section. You can right-click on the file and save it by clicking on ‘save link as’
Video: Downloading the plugin
  1. Go to the Zotero app and click on ‘Tools’ and then click ‘Add-ons’. Then in the new window, click on the Settings button and then click on ‘Install add-on from file’. Then browse to where you downloaded your notero-0.3.5.xpi file (or any newer file than the given version) and install it.
Video: Installing the plugin

2.3 Configure Notero plugin

  1. After installing Notero, you can find a new option called ‘Notero Preferences’ under the ‘Tools’ section. To have the plugin work, you need to provide an ‘integration token’ and a ‘database ID’.

  2. To get the integration token, go to Notion integrations and click on ‘New integration’. Give a suitable name (something like ‘Notero integration’ for the ease of finding it) and then select your workspace in Notion. You can keep the rest of the options in their default setting and then click save. You will then get your integration token.

Video: Getting the integration token
  1. Go back to your Notion app and then select the database which you want to integrate with the Notero plugin. If you are creating a database from scratch then make sure that the table that you are creating has the following named columns.

Image from Notero Github page

If you want to use my template then click here and click on Duplicate. It contains most of the relevant columns and will save you time from creating it from scratch.

Duplicating a template in Notion
  1. Once you have the database that you want to integrate with Notero, click on the ‘Share’ button and click on the ‘copy link’. Paste the link in a text editor and copy the first 36 characters after your workspace name. This is your ‘database ID’.
The format of the copied link would in this form

https://www.notion.so/{workspace_name}/{database_id}?v={view_id}

Copy the {database_id} part

Video: Getting the database ID
  1. Then finally paste your ‘integration token’ and the ‘database ID’ into the ‘Notero Preferences’ window under the ‘Tools’ section in Zotero. Then select the directory in Zotero that you want to integrate with your Notion database. Now you have successfully configured the Notero plugin.

Notero Preferences window
  1. Now go to the associated database and click on the ‘three dots’ which will bring down a menu. In the menu, click on ‘Add connections’ and scroll down to find your Notero integration. Any research article that is present in the directory associated with the Notero plugin will now automatically be synced to your associated Notion database. Notero plugin allows one-time sync between Zotero to Notion but not the other way around. So any changes that you do in the Notion database won’t be reflected in your Zotero database. Please click on the green bar given below to see the video showcasing the steps.
Video: Notero in action

There is a reason why I said it’s a one-time sync, any modifications that you do for already existing files won’t be reflected in Notion. But this can be easily fixed by assigning the existing papers to a tag, you can also delete it if you dont want it to appear in the database.

Video: Updating existing files with a new tag

There are some limitations on what the plugin is capable of doing, but it’s still better than nothing. You can learn more about the plugin from its Github repo page.

So there you have it, your very own literature tracker made using Notion and integrated with Zotero using the Notero plugin. I am so proud of you 👍

Thank you David Vanoni and the developers who contributed to developing the Notero plugin. You can share your feedback and thoughts about the templates in the comment section below.

Reuse

Citation

BibTeX citation:
@online{johnson2022,
  author = {Johnson, Jewel},
  title = {Using {Notion} and {Zotero} to Build a Literature Tracker},
  date = {2022-06-29},
  url = {https://sciquest.netlify.app//posts/notion_literature},
  langid = {en}
}
For attribution, please cite this work as:
Johnson, Jewel. 2022. “Using Notion and Zotero to Build a Literature Tracker.” June 29, 2022. https://sciquest.netlify.app//posts/notion_literature.