We're in the process of updating the documentation for Zotero 5.0. Some documentation may be outdated in the meantime. Thanks for your understanding.
In addition to collections and tags, a third way to express relationships between items is by setting up “relations”. Relations can set up between any pair of items in a library (it is not possible to relate items from different libraries).
To create a relation, select an item in the center column and go to the “Related” tab of the right-hand column. Click the “Add” button, and select one or multiple items from the same library in the pop-up window (hold down control or shift (Windows) or command or shift (OS X) to select multiple items) and click “OK”. The selected items will now show up as related items in the “Related” tab, and clicking an item will take you straight to that item.
Note that when you relate item A to B, B will be automatically related to A. But relations are not transitive: relating A to B, and B to C, will not automatically relate A to C.
Some suggestions of how you could use this feature:
- connect book chapters to their parent volume
- connect book reviews to the book reviewed
- connect different versions of a work (e.g., connecting a lecture that eventually became an article that eventually became a book)
- link associated items from different collections
- link items that form parts of a single work
- link one item to another discussed in the Abstract or Notes fields
- link items that have similar comments in the Abstract or Notes fields