/obsidian-zotero-PhD-workflow

Kick-off your Project with this Minimal Use Case of a Workflow. Tools that have worked for me (possibly you). Make of this what you will and build on it for your own project needs.

PGR Workflow Recipe 💫 Debunking the Hidden Curriculum 💫


CONTENTS


Reference Manager

Zotero is an open source software which means it is free and accessible to all. Zotero much like other reference managers offers some helpful features such as organising your resources into Collections which you can think of as Bookshelfs, within Libraries.

Zotero

Downloading Zotero

Browser Connector

You can choose to import your references through the browser connector, with the magic wand whenever you have a DOI or you can read in a range of file formats storing reference metadata.

Zotero Extensions

You can customise the labelling of your citation keys (firstauthorYEAR) or including the title, whichever is easier to recall. To do this you will need to add the following Add-on Tools.

You can also choose to highlight or take snapshots of different documents within collections to take notes of what you read along the way.

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Syncing Your Files

With DropBox you will be able to sync the files you upload onto the browser based compiler with your local directory. Overleaf projects most times require a folder for figures, any images or attachments you may wish to integrate in your writing.

DropBox

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Bringing your Literature Together

Downloading Obsidian

Clone or Download this repository to open the Obsidian Vault Template.

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To open the set of Obsidian files that can serve as your template to set up a Vault, you can navigate to the previously specified folder path where you have cloned these files onto your local directory.

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Alternatively, you can clone thise repository using the URL through GitBash or Powershell for Windows, once you have established the directory or folder you would like for this to be transferred onto your computer. If you would like to Sync your Obsidian across multiple devices I would suggest storing your Vault onto a shared Drive like your Personal OneDrive.

There is a range of tools within Obsidian that you can use to map out graphs/interconnections between literature. You can also do this with separate tools by pairing these with your reference manager, Zotero.

Research Rabbit to Visualise Conncections b/w Papers in your Collections

git clone https://github.com/omiridoue/obsidian-zotero-PhD-workflow.git

You can use the following shortcuts to:

  • Import a new reference with Ctrl+L
  • Add a daily note with Ctrl+D
  • Add a weekly note with Ctrl+W to collect and review all your highlights

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Writing-Up

Accessing Overleaf:

Single Sign on Institution for Overleaf

You can explore the following template to set up a GANTT chart. If you wish to modify the following file you can save this as a copy onto your Overleaf main page.
GANTT chart Template

Make a copy of this GANTT chart template should you wish to edit and customise it to your own project. You can then choose to save the figure in the form of a pdf.

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Syncing Overleaf:

To ensure that we streamline all of these works to pair well with each other the following are a set of helpful resources explaining how you can establish a link between the tools you use for reading and writing.

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To upload your Zotero collection and sync this with the project you are working on, you can try creating a folder naming this bibliography. You can then upload a file from Zotero, naming this bibliography.bib and clicking on create.

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Every time you need to revisit your reading you can go refresh the collection to update the references you can call through your citation keys.

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This may be a good point to go back to the previous section on make sure to go back to the previous step on syncing your files and check that you have been able to link your Overleaf account to DropBox. This step will make life a bit easier whenever there are a couple of moving parts to a project we'll need to juggle, and can be particularly useful whenever it comes to updating things like figures.

-DropBox


Tracking Your Progress

Finally it is important to track your progress or even collaborate on writing up a project with a team. To do this you can explore making a repository out of your project and inviting collaborators to work on this. Overleaf works much like an online shared drive, but it may become complicated fast whenever you have many different moving parts to a project and would like to document important edits or decisions around your writing along the way. See this resource to syncronising Git with your Overleaf account, or explore the built-in History function within Overleaf.

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✨Acknowledgements

The material in this repository, and the templates were obtained from the following tutorials:

Many thanks to PGRs at the Social Public Sciences Unit, School of Health and Wellbeing, UofGlasgow:

✨Danny Bradford for advice on Overleaf, DropBox/Zotero Extensions

✨Craig Houston for advice on Obsidian

✨Diego Oswaldo Andrade Ortiz for Discussing Ways to Take Notes using Markdown Files