Zotero Obsidian Bridge

Default workflow

1. Resolve the current project via $obsidian-project-memory.
   • If the repo is already bound, use the existing vault.
   • If it looks like a research repo but is not bound, bootstrap it first.
2. Read Zotero items from the target collection/query.
   • If the user asked for a full collection pass, prefer full coverage over a small representative subset.
   • If the transport path through MCP is failing but a local zotero-mcp source checkout or Python environment is available, use that local fallback to read metadata/fulltext instead of stopping the workflow.
3. For each paper:
   • get metadata,
   • get full text when available,
   • get annotations/notes when helpful,
   • create or update the canonical paper note in Papers/.
4. Add project-facing structure to each paper note:
   • claim,
   • research question,
   • method,
   • evidence,
   • strengths,
   • limitation,
   • direct relevance to repo,
   • relation to other papers,
   • links to related papers and the best matching Knowledge/ notes.
5. Synthesize the batch into durable Knowledge/ notes such as:
   • Knowledge/Literature-Overview.md
   • Knowledge/Method-Families.md
   • Knowledge/Research-Gaps.md only when the synthesis is stable enough to deserve a canonical note.
6. If the request is collection-scoped, update a durable inventory note that records:
   • collection size,
   • item triage,
   • item -> canonical note mapping,
   • current coverage count such as 16 / 16.
   • use the canonical inventory path Knowledge/Zotero-Collection-{collection-slug}-Inventory.md.
7. Refresh Maps/literature.canvas.
   • Prefer semantic filtering and edge thinning.
   • Prefer argument-map structure (paper + claim + method + gap) over dense all-to-all paper links.
   • If needed, keep a second lightweight display canvas such as Maps/literature-main.canvas.
8. If the user also wants writing deliverables, update:
   • Writing/literature-review.md
   • Writing/comparison-matrix.md
9. Update today's Daily/ note and repo-local project memory.
10. Run a deterministic verification pass after batch ingestion or schema refactors.

Default outputs

• Papers/*.md - one detailed reading note per paper
• Knowledge/*.md - durable literature synthesis notes when the batch yields stable knowledge
• Knowledge/Zotero-Collection-{collection-slug}-Inventory.md - when the source is a concrete Zotero collection and coverage tracking matters
• Maps/literature.canvas - default visual literature graph
• Maps/literature-main.canvas - optional lightweight presentation graph after semantic filtering
• Writing/literature-review.md - when the user asks for synthesis
• Writing/comparison-matrix.md - when cross-paper comparison is useful

Safety rules

• Do not dump raw full text into Obsidian.
• Do not create a new note if the canonical paper note already exists.
• Do not create Concepts/ or Datasets/ trees by default.
• Do not treat Experiments/, Results/, or Writing/ as the default bridge target during Zotero ingestion.
• Do not force every relationship into a new note; use frontmatter fields, sections, wikilinks, and linked_knowledge first.
• If a relationship is uncertain, record it in the note body or Daily/ instead of manufacturing durable structure.
• Do not stop at a representative subset if the user explicitly asked to check all papers in a collection.
• Do not leave schema drift unresolved across notes in the same collection after a batch pass.

References

Load only what is needed:

• references/WORKFLOW.md - end-to-end Zotero -> Obsidian procedure
• references/PAPER-NOTE-SCHEMA.md - detailed paper note fields and sections
• references/COLLECTION-INVENTORY-SCHEMA.md - canonical inventory note naming and mapping contract
• references/LOCAL-ZOTERO-FALLBACK.md - local fallback runbook when MCP transport fails
• examples/example-collection-inventory.md - example inventory note
• scripts/verify_paper_notes.py - deterministic schema, zotero-key, and inventory consistency check
• ../obsidian-literature-workflow/references/PAPER-NOTE-SCHEMA.md - shared note schema
• ../obsidian-literature-workflow/references/CANVAS-WORKFLOW.md - default literature canvas refresh rules