For discussions about Zotero for genealogy, I will be hosting a dedicated group in the Genealogy Social area of the
International Institute for Genealogical Studies. This is free and available to all. Join me there!
Scroll down to see older discussions on the subject.
Using Zotero as Digital Asset Management Software
That’s a really thoughtful setup you’ve clearly put a lot of time into refining your structure. Zotero is definitely a solid choice for managing references, notes, and organization, especially for genealogy. If you’re looking to take it a step further, you might want to explore dedicated project management or organization tools like MindManager or Evernote, which can help you visually map relationships between collections, notes, and tasks. For document handling, Corel PDF Fusion or similar PDF editors can be useful for merging, annotating, and archiving source files in a clean way. Pairing Zotero with one or two of these tools could give you both the archival accuracy you want and the flexibility to manage side-tasks like citations, to-do lists, and quick edits more efficiently.
