Zotero + Better BibTeX Setup Guide for Researchers

After years of using JabRef, I recently switched to Zotero and found it significantly more useful for managing a research library. Zotero manages papers, PDFs, notes, tags, and bibliographies in one place, while Better BibTeX provides excellent BibTeX support for LaTeX users.
1. Install Zotero
Download Zotero:
Create a free Zotero account if you want cloud syncing between devices.
2. Install the Browser Connector
Install the Zotero Connector for your browser:
https://www.zotero.org/download/connectors
The connector allows one-click importing of papers from:
- arXiv
- ADS
- INSPIRE
- Springer
- APS journals
- IOP journals
- ACM
- IEEE
- Most publisher websites
Typical Workflow
-
Open a paper webpage.
-
Click the Zotero icon in the browser toolbar.
-
Zotero imports:
- citation metadata
- DOI
- abstract
- PDF (when available)
On search result pages, Zotero often displays a folder icon, allowing you to import multiple papers at once.
3. Install Better BibTeX
Download:
https://github.com/retorquere/zotero-better-bibtex/releases
Install:
- Open Zotero.
- Tools → Plugins.
- Click the gear icon.
- Install Plugin From File.
- Select the downloaded
.xpi. - Restart Zotero.
Verify installation by checking for a “Better BibTeX” tab in Zotero settings.
4. Configure Citation Keys
Better BibTeX generates citation keys automatically.
A good default is:
auth.lower + shorttitle(3, 3) + year
Examples:
einsteinRelSpe1905
abbottObsGra2016
cainLikBasOne2026
Enable citation key pinning so keys do not change later when metadata is updated.
5. Collections vs Tags
The biggest mistake new users make is treating Zotero like a filesystem.
Collections
Collections organize papers by topic.
Examples:
Gravitational Waves
├── LIGO
├── LISA
Machine Learning
├── Representation Learning
├── Autoencoders
├── Anomaly Detection
Security
Teaching
Unlike folders, a paper can belong to multiple collections.
Example:
LISA likelihood paper
↳ LISA
↳ Representation Learning
↳ Anomaly Detection
The paper exists only once in Zotero.
Collections answer:
What is this paper about?
Tags
Use tags for workflow, not topics.
Recommended tags:
to-read
reading
important
cited
my-work
idea
Tags answer:
What should I do with this paper?
Examples:
to-readimportantcitedmy-work
Avoid creating dozens of subject tags that duplicate collections.
6. Suggested Library Structure
Reading Queue
Gravitational Waves
├── LIGO
├── LISA
Machine Learning
├── Representation Learning
├── Autoencoders
├── Anomaly Detection
Security
Teaching
Keep the structure simple initially.
You can always reorganize later.
7. Disable Automatic Subject Tags
Many sources (especially arXiv) automatically import subject tags.
Examples:
Cryptography and Security
FOS: Computer and Information Sciences
These can quickly clutter a library.
Consider disabling automatic subject tagging:
Settings → General → Miscellaneous
and rely on your own tags instead.
8. Published Papers vs arXiv Papers
For published papers, prefer:
- Metadata from the journal article
- PDF from arXiv (if needed)
Example:
Journal Metadata:
Classical and Quantum Gravity
DOI
Volume
Pages
Attachment:
arXiv PDF
This produces correct BibTeX entries while preserving open-access PDFs.
If you accidentally create separate journal and arXiv entries:
- Keep the journal entry.
- Attach the arXiv PDF to it.
- Remove the duplicate bibliographic entry.
9. Exporting BibTeX
Better BibTeX can automatically maintain BibTeX files.
Subject-Based Workflow
Create collections such as:
Gravitational Waves
Machine Learning
Security
Teaching
Export each collection:
gw.bib
ml.bib
security.bib
teaching.bib
Enable:
Keep Updated
Whenever papers are added to a collection, the corresponding BibTeX file updates automatically.
Why This Works
A manuscript can use:
\bibliography{gw,ml}
or
\addbibresource{gw.bib}
\addbibresource{ml.bib}
The bibliography files may contain hundreds of references; only cited references appear in the final document.
10. Recommended Workflow: Zotero + Better BibTeX + Git + Overleaf
For researchers who use Git and Overleaf, this is one of the cleanest workflows available.
The goal is simple:
Zotero
↓
Better BibTeX
↓
references.bib (automatically maintained)
↓
Git Repository
↓
Overleaf
The bibliography becomes an automatically generated artifact rather than something you manually edit.
Step 1: Create a Project Collection
Create a collection corresponding to your manuscript:
Projects
├── LISA Likelihood Scoring
├── LISA Manifold Learning
├── Gauge Freedom
├── Telemetry Trust Maps
As you discover papers relevant to a manuscript, add them to the appropriate project collection.
A paper can belong to multiple collections without duplication.
Step 2: Export a Collection Using Better BibTeX
Right-click the collection:
Export Collection...
Select:
Format: Better BibTeX
Enable:
Keep Updated
Save the bibliography directly into your Git repository:
paper/
├── manuscript.tex
├── references.bib
├── figures/
└── sections/
For example:
~/repos/lisa-likelihood-paper/references.bib
Better BibTeX will now automatically update the file whenever papers are added, removed, or modified within that collection.
Step 3: Commit the Bibliography to Git
Treat the bibliography like any other source file.
Example:
git add references.bib
git commit -m "Update bibliography"
git push
Because the file is generated automatically, you never need to edit it manually.
Step 4: Connect Git and Overleaf
Overleaf supports Git integration.
Inside Overleaf:
Menu → Git
Copy the Git URL.
Clone the Overleaf project:
git clone <overleaf-url>
or add it as a remote to an existing repository.
Example:
git remote add overleaf <overleaf-url>
Then:
git push overleaf main
Your manuscript and bibliography appear automatically in Overleaf.
Step 5: Cite Normally in LaTeX
For BibTeX:
\bibliography{references}
For BibLaTeX:
\addbibresource{references.bib}
Then cite as usual:
\cite{cainLikBasOne2026}
The citation keys are generated automatically by Better BibTeX.
I use Overleaf at my job doing research in ML in cybersecurity, but for my work on Gravitational Waves I maintain a publications git repo where I use an editor – one of the nice things, is that I can use my references directory in my git repo for publications for Overleaf syncing, having access to everything regardless of where I am writing the paper!
11. Using Zotero Across Multiple Computers
One of Zotero’s biggest advantages over traditional BibTeX managers is that your research library can be synchronized across multiple machines.
Example:
MacBook (work)
Linux Desktop (research)
Linux Laptop (travel)
All machines can share the same:
- Papers
- Collections
- Tags
- Notes
- Citation keys
- Attachments (optional)
Step 1: Create a Zotero Account
Create a free account:
https://www.zotero.org/user/register
Then sign into Zotero on every machine:
Settings → Sync
Enable:
✓ Sync automatically
✓ Sync full-text content
Once synchronization completes, your collections, tags, notes, and metadata will appear on every device automatically.
Step 2: Install Better BibTeX Everywhere
Better BibTeX is installed separately on each machine.
Install it wherever:
- MacBook
- Linux Desktop
- Linux Laptop
- Windows MiniPc
Your Zotero library will synchronize automatically, but Better BibTeX itself is a local plugin that must be installed on each computer.
After installation, verify:
- Citation key format
- Citation key pinning
- Automatic export settings
Step 3: Understand What Syncs
Always Synced
Papers
Collections
Subcollections
Tags
Notes
Annotations
Citation metadata
DOIs
Abstracts
Optional
PDFs
Attachments
Supplementary files
PDF synchronization depends on your storage configuration.
Option A: Zotero Cloud Storage (Simplest)
Use Zotero’s hosted storage.
Advantages:
- Automatic
- No additional setup
- Works everywhere
Disadvantages:
- Large libraries may require a paid storage plan
For most researchers this is the easiest solution.
Option B: Metadata Sync Only
Many researchers synchronize only:
Collections
Tags
Notes
Metadata
while storing PDFs locally.
Advantages:
- No storage costs
- Fast synchronization
Disadvantages:
- PDFs are not automatically available on every machine
This works surprisingly well if your primary goal is citation management.
Step 4: Keep Bibliographies in Git
Even if Zotero is synchronized, bibliography exports should still live inside the corresponding Git repository.
Example:
lisa-likelihood-paper/
├── manuscript.tex
├── references.bib
└── figures/
Benefits:
- Overleaf receives bibliography updates automatically
- Collaborators get identical references
- Bibliography state is version controlled
- Papers remain reproducible
The Zotero library is your source of truth.
The exported .bib file is a generated artifact committed to the repository.
Recommended Multi-System Setup
For a researcher working across multiple machines:
Zotero Cloud Sync
↓
MacBook
Linux Desktop
Linux Laptop
↓
Better BibTeX
↓
references.bib
↓
Git Repository
↓
Overleaf
In practice:
- Save a paper on any machine.
- Zotero synchronizes it everywhere.
- Add the paper to the relevant collection.
- Better BibTeX updates the bibliography automatically.
- Commit and push the repository.
- Overleaf sees the updated bibliography.
The result is a single research library shared across all devices without manually copying PDFs, BibTeX files, or references between systems.