Skip to main content
  1. Posts/

My Highly Summarized Research Process

·1 min
Personal Knowledge Management - This article is part of a series.
Part 4: This Article

To start, I analyze the problem I hope to solve. Then I create a new collection in Zotero, and begin the quest for papers.

CAPTURE

Zotero makes capturing items (papers, books, webpages, etc.) a breeze 🍂.

With the Zotero app open in the background, I click the little icon in the extension bar.

Zotero Connector

The extension extracts the necessary frontmatter including the paper title, author’s names, and abstract. It then saves a PDF copy of the paper (if available.)

ORGANIZE

I tag papers with at least one of these statuses. This keeps my library neat and organized.

  • Red 🔴—Unread
  • Yellow 🟡—Reading
  • Green 🟢—Read and ready to process
  • Lightbulb 💡—Interesting/ highly influential
  • Checkmark ✔️—Processed and ready to export
  • Brown leaves 🍂—Not important enough to take notes on
  • Green leaves 🍃—Contains notes

DISTILL

I highlight papers with the following colors. This makes reviewing them faster and less disorienting. (Credits: Bryan Jenks & Artem Kisanov)

  • Yellow 🟨—Interesting examples and resonant points
  • Orange 🟧—Important note by the author
  • Green 🟩—Assumptions, questions, goals, and problems
  • Blue 🟦—Background information that could be important. (including non-obvious acronyms)
  • Gray ⬜—Quotes
  • Red 🟥—Methods
  • Purple 🟪—Results, findings, and conclusions

EXPRESS

I then import notes and highlights made in Zotero into Obsidian and start connecting the ideas and thoughts together.

Personal Knowledge Management - This article is part of a series.
Part 4: This Article