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Daily Workflow

This page describes the everyday tasks you’ll do most often.

Import a Zotero item

  1. Open the command palette.
  2. Run Import Zotero item and index (Docling → RedisSearch).
  3. Pick an item that has a PDF attachment.

The plugin creates a note, extracts text, and indexes the chunks.

Re‑sync metadata and annotations

Metadata and annotations are refreshed automatically when you open or save a Zotero note. This keeps the frontmatter and annotation callouts in sync with Zotero.

Synced metadata fields: title, short_title, citekey, date, abstract, doi, publisher, place, issue, volume, pages, item_type, tags, authors, editors.

citekey from Zotero always updates the note (including Better BibTeX-generated keys). Editing citekey in the note writes Citation Key: ... into Zotero Extra.

If you want a full refresh (including text extraction), re‑run the import command on the same item. The plugin will update the cached files and the index.

Edit chunks safely

  • You can edit text inside a chunk. Only the changed chunk is re‑indexed.
  • Do not delete chunk markers unless you intend to remove that chunk from sync.

In source mode, chunk markers look like:

  • <!-- zrr:chunk id=... -->
  • <!-- zrr:chunk end -->

In live preview mode, they look like this:

Preview mode markers overview

Use the chunk toolbar (Live Preview)

When your cursor is inside a chunk, a small toolbar appears.

Chunk toolbar

It lets you:

  • Clean: Run the OCR cleanup model on the chunk.
  • Tags: Edit chunk tags.
  • Indexed: Preview the text that was indexed.
  • Zotero: Open the source page in Zotero.
  • Exclude/Include: Toggle whether the chunk is indexed.

You can also exclude/include from the command palette with Toggle ZRR chunk exclude at cursor.