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ZotLit

Customize your annotations

Edit how annotation callouts render by ejecting a template, changing its markup, and updating the note in place.

This tutorial picks up where Create your first literature note left off. You will change how annotation callouts look in that note by editing a template file, then use the Template data explorer to find new data you can add.

Before you start

You need the literature note you created in the first tutorial. It should contain at least one annotation callout (a highlight or note from the Zotero PDF reader). If your note has no annotations, open a PDF in Zotero, highlight a passage, then come back here.

Change the callout type

Each annotation in your note renders as a callout block. The built-in template uses [!note] as the callout type. In this section you will switch it to [!quote] by editing the annotation template file.

Create the editable template file

Open ZotLit's settings in Obsidian (Settings > ZotLit) and go to the Templates sub-page. Under the Template files group, find the row labeled Annotation.

Click the pen icon button to the right of the row. Its tooltip reads "Create editable template file."

A notice confirms the file was saved: Template saved to templates/zotlit-annotation.liquid.md (the exact path depends on your template folder setting).

Edit the template

Open the file templates/zotlit-annotation.liquid.md in your vault. It contains the default annotation template:

{% bq %}
[!note] Page {{ zt.pageLabel }}

{{ zt.imgLink | embed }}{{ zt.text }}
{% if zt.comment %}

{{ zt.comment }}
{% endif %}
{% endbq %}

Change [!note] to [!quote] on the second line:

[!quote] Page {{ zt.pageLabel }}

Save the file. ZotLit picks up template changes as soon as you save. No restart is required.

Update the note

Open the command palette and run:

ZotLit: Update literature note

The managed region re-renders with your new template. Every annotation callout in the note now shows [!quote] instead of [!note]. You will see a notice: "Literature note updated." Your own writing above or below the managed region stays untouched.

Use the right command

A similarly named ZotLit: Update literature note metadata refreshes frontmatter only. It does not re-render annotation callouts. If your callouts did not change, check that you ran ZotLit: Update literature note (without "metadata").

Add annotation color to the title

The annotation template has access to data from each annotation in your Zotero library. One useful property is colorName, which holds the highlight color as a word (such as "yellow", "red", or "green"). You can discover properties like this in the Template data explorer.

Open the explorer

With your literature note open, run the command palette and choose:

ZotLit: Open template data explorer

A panel opens showing the data tree for the current note.

Find the color property

In the explorer, expand the annotations list and find an annotation entry. Right-click that annotation row and choose Explore as annotation template data. This re-roots the tree so that each property's path matches what you write in the annotation template.

Look for the colorName row. Right-click it and choose Copy output. The clipboard now contains {{ zt.colorName }}, ready to paste into your template.

Add color to the callout title

Go back to templates/zotlit-annotation.liquid.md. On the callout title line, add a comma after {{ zt.pageLabel }} and paste what you copied:

[!quote] Page {{ zt.pageLabel }}, {{ zt.colorName }}

Save the file.

Update again

Run ZotLit: Update literature note once more. Each callout title now includes the annotation's highlight color, such as "Page 12, yellow."

Restoring the default template

If you want to undo your changes, delete the templates/zotlit-annotation.liquid.md file from your vault. The next time you run Update literature note, ZotLit renders annotations with the original built-in template.

What's next

From here you can adjust any template file in the same way.

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