How to batch edit the metadata of references in Zotero?
Batch editing reference metadata in Zotero is efficiently achieved using its multi-item editing feature, primarily through the Info Pane. This functionality allows simultaneous modification of shared fields across selected references.
Key requirements include selecting multiple target references and using the centralized Info Pane in the right-hand sidebar. This pane displays fields common to all selected items; changes made here update every selected reference. Exercise caution with unique fields like `Title` or `DOI` when editing multiple items, as identical values will be applied, potentially overwriting distinct data. For large-scale updates involving different values per reference, exporting items, editing the metadata externally in a spreadsheet (like CSV), and re-importing the modified file is necessary, though this requires careful handling of identifiers.
The primary implementation involves selecting desired references via Ctrl+Click/Cmd+Click or Shift+Click in the main Zotero library pane. Next, navigate to the Info Pane (usually on the right). Edit any visible, shared field (e.g., `Tags`, `Publication Title`, `Date` – avoid `Title` unless intending identical titles). Press Enter or move focus away to save changes immediately, updating the field for all selected items. This method significantly enhances productivity in tasks like adding consistent tags, correcting publisher names, or standardizing date formats across numerous entries during literature reviews.
