{"id":9975,"date":"2024-09-25T10:23:37","date_gmt":"2024-09-25T08:23:37","guid":{"rendered":"https:\/\/citationstyler.com\/?p=9975"},"modified":"2026-02-19T21:17:02","modified_gmt":"2026-02-19T20:17:02","slug":"how-to-use-zotero-with-obsidian-knowledge-management","status":"publish","type":"post","link":"https:\/\/citationstyler.com\/en\/wissen\/wie-du-zotero-mit-obsidian-nutzen-kannst\/","title":{"rendered":"Using Zotero with Obsidian: Step-by-step guide (including plugins)"},"content":{"rendered":"<p>&gt;&gt; The following article is a guest article by Martina Klinkowski.<\/p>\n\n\n\n<p>Zotero is great for managing your literature. However, if you want a better overview of your notes or want to work with highlights and comments, you will quickly reach the limits of Zotero. The solution: Import your Zotero notes into Obsidian. With the Zotero-Obsidian integration, you can seamlessly integrate your literature research into your note system. This works via a plugin that allows you to link Zotero and Obsidian. I'll explain how to do this in this article.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Das Plugin &#8222;Obsidian-Zotero-Integration&#8220;<\/h2>\n\n\n\n<p>Es gibt prinzipiell mehrere Plugins, die sich mit einer Zotero-Obsidian-Verkn\u00fcpfung besch\u00e4ftigen. Ich nutze das Plugin &#8222;<a href=\"https:\/\/github.com\/mgmeyers\/obsidian-zotero-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Obsidian-Zotero-Integration<\/a>&#8222;.<\/p>\n\n\n\n<p>With the plugin, you can import your Zotero entries into Obsidian and edit them there or use the notes. Both notes and annotations that you have made directly in PDF documents within Zotero can be imported. This means that you can make markups in an attached PDF, add comments or annotations to the markups and both will end up in Obsidian when you transfer them. Tags are also transferred.&nbsp;<\/p>\n\n\n\n<p>Das sch\u00f6ne ist, dass du nicht nur die Notizen \u00fcbertr\u00e4gst, sondern sie sind auch direkt verlinkt &#8211; wenn du in Obsidian auf den Link klickst, \u00f6ffnet sich das PDF in Zotero an der jeweiligen Anmerkung. So kannst du alles nochmal \u00fcberpr\u00fcfen oder genauer nachlesen.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Technical requirements<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In Zotero: You need the <a href=\"https:\/\/retorque.re\/zotero-better-bibtex\/installation\/\" target=\"_blank\" rel=\"noreferrer noopener\">&#8222;Better BibTeX for Zotero&#8220;-Plugin<\/a> f\u00fcr Zotero. Die Installation ist entweder direkt \u00fcber die oben verlinkte Seite m\u00f6glich, oder \u00fcber Zotero. Dazu w\u00e4hlst du in Zotero &#8222;Werkzeuge -> Plugins -> Plug-ins aus dem Zotero Plug-in-Verzeichnis herunterladen&#8220;. Dort scrollst du durch die Seite bis zum Better BibTeX-Plugin und folgst dort den Installationsschritten.<\/li>\n\n\n\n<li>In den Obsidian-Einstellungen: Externe Erweiterungen m\u00fcssen erlaubt sein (d.h., der Eingeschr\u00e4nkte Modus ist ausgeschaltet). Dann klickst du bei &#8222;Community-Erweiterungen&#8220; auf den Durchsuchen-Button und suchst nach dem Plugin &#8222;Zotero Integration&#8220; by mgmeyers.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"315\" src=\"https:\/\/citationstyler.com\/wp-content\/uploads\/2024\/09\/Obsidian-Plugin-Einstellungen-1024x315.png\" alt=\"The Obsidian plugin settings\" class=\"wp-image-10030\" srcset=\"https:\/\/citationstyler.com\/wp-content\/uploads\/2024\/09\/Obsidian-Plugin-Einstellungen-1024x315.png 1024w, https:\/\/citationstyler.com\/wp-content\/uploads\/2024\/09\/Obsidian-Plugin-Einstellungen-300x92.png 300w, https:\/\/citationstyler.com\/wp-content\/uploads\/2024\/09\/Obsidian-Plugin-Einstellungen-768x237.png 768w, https:\/\/citationstyler.com\/wp-content\/uploads\/2024\/09\/Obsidian-Plugin-Einstellungen.png 1367w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">The Obsidian plugin settings<\/figcaption><\/figure>\n\n\n\n<p>In the Obsidian settings under \u2018External extensions\u2019 you will find the option to search through all plugins. Here you can search for and install the Zotero Integration plugin.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The settings<\/h2>\n\n\n\n<p>The settings for this plugin are somewhat more extensive and you can configure a few things here.<\/p>\n\n\n\n<p>That's why I'm describing the simple version here; you can always go into more detail later. Leave all options not mentioned in the default status.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>PDF Utility<\/strong>: I recommend the download. You can do this directly via the button.<\/li>\n\n\n\n<li><strong>Note Import Location<\/strong>: Here you enter the folder into which the notes are to be imported.<\/li>\n\n\n\n<li><strong>Open the created or updated note(s) after import<\/strong>: activate<\/li>\n\n\n\n<li><strong>Citation Formats<\/strong>: Hier musst du jetzt ein Format anlegen. Klicke auf &#8222;Add Citation Format&#8220;. Dann kannst du aus dem DropDown deinen CSL-Stil ausw\u00e4hlen. Wichtig: Der gew\u00fcnschte Stil muss in Zotero installiert sein.<\/li>\n\n\n\n<li><strong>Import Formats<\/strong>: Hier legst du dir ein Import-Format an. Das ist die Stelle, wo du am meisten Optionen hast. Orientiere dich bei den Eingaben an den Erkl\u00e4rungen unter den Feldern. Du solltest den Output-Path und den Image Output Path anpassen, indem du jeweils deine Ordner f\u00fcr die Zotero-Importe und Zotero-Anh\u00e4nge einf\u00fcgst. Au\u00dferdem w\u00e4hlst du nochmal deinen Zitierstil und dein &#8222;Template File&#8220; (= deine Vorlagennotiz) aus.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Your template<\/h2>\n\n\n\n<p>You need a template file (<a href=\"https:\/\/martinaklinkowski.de\/10-obsidian-funktionen-fuer-deinen-zettelkasten\/#6_Vorlagen\" target=\"_blank\" rel=\"noreferrer noopener\">you can find out how to create them here<\/a>).<\/p>\n\n\n\n<p>You have quite a few options here. I have my settings from various forum posts and have briefly listed them here so that you have a starting point:<\/p>\n\n\n\n<p><strong>Metadaten<\/strong>: this box contains data about your entry from Zotero, e.g. title and author, and you can assign your own tag. I use a separate tag for each writing project.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>> &#91;!note] Metadata\n> type:: \"{{itemType}}\"\n{%- for type, creators in creators | groupby(\"creatorType\") %}\n> {{type | replace(\"interviewee\", \"author\") | replace(\"director\", \"author\") | replace(\"presenter\", \"author\") | replace(\"podcaster\", \"author\") | replace(\"programmer\", \"author\") | replace(\"cartographer\", \"author\") | replace(\"inventor\", \"author\") | replace(\"sponsor\", \"author\") | replace(\"performer\", \"author\") | replace(\"artist\", \"author\")}}:: \"{%- for creator in creators -%}{%- if creator.name %}{{creator.name}}{%- else %}{{creator.lastName}}, {{creator.firstName}}{%- endif %}{%- if not loop.last %}; {% endif %}{%- endfor %}\"\n{%- endfor %}\n{%- if title %}\n> title:: \"{{title}}\"\n{%- endif %}\n{%- if publicationTitle %}\n> publication:: \"{{publicationTitle}}\"\n{%- endif %}\n{%- if date %}\n> date:: {{date | format(\"YYYY-MM-DD\")}}\n{%- endif %}\n{%- if archive %}\n> archive:: \"{{archive}}\"\n{%- endif %}\n{%- if archiveLocation %}\n> archive-location:: \"{{archiveLocation}}\"\n{%- endif %}\n> citekey:: {{citekey}}\n> tags:: #hiervergibstdueinenTag\n<\/code><\/pre>\n\n\n\n<p><strong>Info-Box<\/strong>: Contains direct links, as well as further information such as the abstract text and tags from Zotero, provided the fields there are filled.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>> &#91;!info]\n> **Links**\n> &#91;online]({{uri}}) &#91;local]({{desktopURI}}){%- for attachment in attachments | filterby(\"path\", \"endswith\", \".pdf\") %} &#91;pdf](file:\/\/{{attachment.path | replace(\" \", \"%20\")}}) {%- endfor %}\n> **Cite Key:** &#91;&#91;@{{citekey}}]]\n{%- for attachment in attachments | filterby(\"path\", \"endswith\", \".pdf\") %}\n> **Link:** &#91;{{attachment.title}}](file:\/\/{{attachment.path | replace(\" \", \"%20\")}})\n{%- endfor %}\n{%- if abstractNote %}\n> **Abstract:** {{abstractNote}}\n{%- endif %}\n{%- if bibliography %}\n> **Bibliography:** {{bibliography}}\n{%- endif %}\n{%- if hashTags %}\n> **Tags:** {{hashTags}}\n{%- endif %}<\/code><\/pre>\n\n\n\n<p><strong>Anmerkungen und Notizen<\/strong>: With this setting, both annotations in PDF documents and added notes from Zotero are adopted. Colour formatting is also used if you make a colour distinction for the highlights in Zotero.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>## Annotations\n{% macro heading(color) -%}\n{%- if color == \"#5fb236\" -%}\n\n\ud83d\udca1 Main ideas, contributions and conclusions\n{%- endif -%}\n{%- if color == \"#2ea8e5\" -%}\n\n\u2754 Questions\n{%- endif -%}\n{%- if color == \"#ffd400\" -%}\n\n\u2b50 Important\n{%- endif -%}\n{%- if color == \"#a28ae5\" -%}\n\n\ud83e\udde9 Definitions and concepts\n{%- endif -%}\n{%- if color == \"#ff6666\" -%}\n\n\u26d4 Weaknesses and caveats\n{%- endif -%}\n{%- endmacro -%}\n{% persist \"annotations\" %}\n{% set annotations = annotations | filterby(\"date\", \"dateafter\", lastImportDate) -%}\n{% if annotations.length > 0 %}\n\n*Imported on {{importDate | format(\"YYYY-MM-DD HH:mm\")}}*\n{% for color, annotations in annotations | groupby(\"color\") -%}\n\n\n### {{heading(color)}}\n{%- for annotation in annotations -%}\n{%- if annotation.imageRelativePath %}\n!&#91;&#91;{{annotation.imageRelativePath}}]]\n{%- endif %}\n{%- if annotation.comment %}\n\n- **{{annotation.comment}}:**\n\n- =={{annotation.annotatedText | nl2br}}== &#91;(p. {{annotation.pageLabel}})](zotero:\/\/open-pdf\/library\/items\/{{annotation.attachment.itemKey}}?page={{annotation.pageLabel}}&amp;annotation={{annotation.id}}) {% if annotation.hashTags %}{{annotation.hashTags}}{% endif %}\n\n{%- elif annotation.annotatedText %}\n\n- =={{annotation.annotatedText | nl2br}}== &#91;(p. {{annotation.pageLabel}})](zotero:\/\/open-pdf\/library\/items\/{{annotation.attachment.itemKey}}?page={{annotation.pageLabel}}&amp;annotation={{annotation.id}}) {% if annotation.hashTags %}{{annotation.hashTags}}{% endif %}\n\n{%- endif -%}{%- endfor %}\n{% endfor -%}\n{% endif %}\n{% endpersist %}\n\n# Notes\n{% if markdownNotes %}  \n{{markdownNotes}}\n{{markdownNote.hashTags}}\n{% endif %}\n\n %%Ende %%<\/code><\/pre>\n\n\n\n<h2 class=\"wp-block-heading\">How to use it<\/h2>\n\n\n\n<p>Nutze in Obsidian Strg + P und w\u00e4hle dann Zotero Integration: Import &#8230; (hier den Namen ausw\u00e4hlen, den du f\u00fcr dein Import Format vergeben hast). Das Zotero Fenster \u00f6ffnet sich und du kannst nach dem Eintrag suchen, den du \u00fcbertragen willst (Achtung, das funktioniert nur, wenn du Zotero parallel ge\u00f6ffnet hast). Es wird automatisch eine neue Notiz f\u00fcr den Zotero-Eintrag angelegt und auch direkt ge\u00f6ffnet.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p>\u00dcberzeugt? Dann probiere die Integration von Zotero und Obsidian doch einfach selbst aus! Du wirst \u00fcberrascht sein, wie viel Zeit und M\u00fche du sparen kannst. Weitere n\u00fctzliche Tools und Plugins f\u00fcr Zotero findest du auch in meinem Blog &#8222;<a href=\"https:\/\/citationstyler.com\/en\/knowledge\/the-best-zotero-extensions\/\">The top Zotero extensions I can't live without<\/a>&#8222;.<\/p>\n\n\n\n<div class=\"wp-block-group has-border-color has-palette-color-1-border-color is-nowrap is-layout-flex wp-container-core-group-is-layout-db0a9804 wp-block-group-is-layout-flex\" style=\"border-width:1px;padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20)\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"819\" height=\"1024\" src=\"https:\/\/citationstyler.com\/wp-content\/uploads\/2024\/09\/Martina-Klinkowski-819x1024.jpg\" alt=\"Martina Klinkowski von martinaklinkowski.de\" class=\"wp-image-10029\" srcset=\"https:\/\/citationstyler.com\/wp-content\/uploads\/2024\/09\/Martina-Klinkowski-819x1024.jpg 819w, https:\/\/citationstyler.com\/wp-content\/uploads\/2024\/09\/Martina-Klinkowski-240x300.jpg 240w, https:\/\/citationstyler.com\/wp-content\/uploads\/2024\/09\/Martina-Klinkowski-768x960.jpg 768w, https:\/\/citationstyler.com\/wp-content\/uploads\/2024\/09\/Martina-Klinkowski.jpg 1024w\" sizes=\"(max-width: 819px) 100vw, 819px\" \/><\/figure>\n\n\n\n<p><strong>Martina Klinkowski<\/strong><br><a href=\"https:\/\/martinaklinkowski.de\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/martinaklinkowski.de\/\" rel=\"noreferrer noopener\">Her blog<\/a> is all about digital note-taking, learning and personal knowledge management, especially with tools like Obsidian. In addition to practical tips on how to structure and use information efficiently, you will find detailed instructions on how to use Obsidian. If you're looking for digital solutions for your knowledge management, you've come to the right place.<\/p>\n<\/div>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>Optimise your academic work! 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