That’s the title of a 2600-word article (8-page PDF) I recently wrote for Reformation 21. (Pardon the formatting of the version on Ref21’s site; some of it didn’t transfer very cleanly in HTML.)
Here’s the outline:
- Why You Should Organize Your Personal Theological Library
- A Way to Organize Your Personal Theological Library
- Enter the bibliographic information for each resource in Zotero.
- Organize your resources in Zotero.
- Arrange your print books on your bookshelves in alphabetical order by author.
I created this three-minute video to supplement the article:
And here’s the article:
__________
Why You Should Organize Your Personal Theological Library and a Way How
Andrew David Naselli | October 2010
Pastors, students, teachers, and scholars have at least one thing in common: personal theological libraries, whether meager, modest, decent, or deluxe. Unfortunately, many of us have another thing in common: disorganized libraries.
Why You Should Organize Your Personal Theological Library
I learned why I should organize my library from a contractor I’ll call Bob. When I was in college, I worked part-time during the school-year and full-time during some summers as a subcontractor doing home-improvement. Bob, my patient, kindhearted boss, taught me how to finish basements, build decks, remodel rooms, paint, and landscape. He had serious skills with a massive tool-collection to match.
But Bob wasn’t always organized. We often started an early morning by digging through hundreds of tools in his garage to find the ones we needed for that day’s job. Sometimes the tools we needed were buried somewhere in his truck or home, and sometimes we couldn’t find them. So we wasted time looking for them, wasted more time and money buying or renting replacements, or settled for inferior tools to do the job.
Bob’s tools weren’t always organized because he didn’t deliberately and consistently organize them. But the time and discipline it takes to organize reaps benefits that far exceed the time and money wasted because of disorganization.
Just as a handyman needs a tool-collection to do his various jobs, so pastors, students, teachers, and scholars need personal theological libraries to do theirs. Suppose they were preparing a sermon series, research paper, lecture, or article or monograph on heaven. Ideally, early in their research they would assess what relevant resources on heaven they currently have in their personal libraries. But how do you do that efficiently if your library isn’t organized? You might own resources on heaven in a variety of places: entire books, portions of books (e.g., chapters in systematic theologies, Festschrifts, or other topical books), articles, MP3s, blog posts, etc. Many people have not organized their library and are not able to take the time to search their library to find everything they own that is relevant to a given topic. So like Bob the contractor, they sometimes can’t find the tools they need, waste time looking for them, waste more time and money buying or borrowing replacements, or settle for inferior tools to do the job.
Organizing your personal theological library enables you to function more efficiently and productively.
A Way to Organize Your Personal Theological Library
Few people would disagree that it’s prudent to organize your library. The question is how. Personal libraries today can be more complex than they were a few decades ago because we may have print books and articles, electronic books in platforms like Logos Bible Software or Accordance, PDFs, Word docs, audiobooks, MP3s, videos, blog posts, and more. How do you organize your resources so that they are efficiently accessible?
Below I share how I organize my library. It certainly isn’t the only way to do it, and it’s probably not the best way. But the system works well for me given my personality, training, and goals, and it may stimulate you to develop or tweak your own system in a way that serves you well.
My organizational hub is Zotero. Good news: It’s free (because it’s generously funded at George Mason University). Here’s how Zotero describes itself:
[short description] Zotero [zoh-TAIR-oh] is a free, easy-to-use Firefox extension to help you collect, manage, cite, and share your research sources. It lives right where you do your work—in the web browser itself.
[long description] Zotero is an easy-to-use yet powerful research tool that helps you gather, organize, and analyze sources (citations, full texts, web pages, images, and other objects), and lets you share the results of your research in a variety of ways. An extension to the popular open-source web browser Firefox, Zotero includes the best parts of older reference manager software (like EndNote)—the ability to store author, title, and publication fields and to export that information as formatted references—and the best parts of modern software and web applications (like iTunes and del.icio.us), such as the ability to interact, tag, and search in advanced ways. Zotero integrates tightly with online resources; it can sense when users are viewing a book, article, or other object on the web, and—on many major research and library sites—find and automatically save the full reference information for the item in the correct fields. Since it lives in the web browser, it can effortlessly transmit information to, and receive information from, other web services and applications; since it runs on one’s personal computer, it can also communicate with software running there (such as Microsoft Word). And it can be used offline as well (e.g., on a plane, in an archive without WiFi).
Zotero will soon have “a standalone desktop version . . . with full integration into a variety of web browsers and a radically expanded application programming interface (API) to provide web and mobile access to Zotero libraries.” Check out Zotero.org for more information such as video tutorials.
I use Zotero as my bibliographic manager for several reasons:
- It is extremely efficient to have every electronic and print resource I own streamlined in a database that arranges them in an easy-to-find way. That’s the main reason I use Zotero.
- Zotero is compatible with Microsoft Word, which I use for preparing publications. My footnotes and bibliography seamlessly connect with Zotero so that once I enter the bibliographic information for an item in Zotero, I never do it manually again. It saved me dozens of hours last year when I wrote my dissertation.
- You can sort items in Zotero like you sort items in iTunes. Zotero is like iTunes in this regard but better because Zotero’s collections (parallel to playlists in iTunes) can have multiple subfolders like Windows Explorer. So you can type in a key word, an author’s name, part of a book title, or whatever, and items will instantly appear.
- You can add an item in Zotero to multiple collections (just like you can add a song in iTunes to multiple playlists). Arranging print books on bookshelves by categories limits you to specifying only one category for each book, but many books fit under more than one category. That’s why it’s easy for relevant books to slip through the cracks when studying a subject.
- You can attach notes and documents to bibliographic entries in Zotero. For hundreds of items I have attached PDFs and/or notes I’ve taken while reading them.
- Before I switched to Zotero, it was sometimes difficult to locate books that I knew I owned. That became more common as my library expanded. I’d ask myself, “Where’s that book by So-in-So? Do I own a print version of that, or did I sell my print copy and upgrade to Logos? If it’s in print, where did I put it? Did I categorize it as x, y, or z?” With Zotero, I can simply type a word or two in the search box to locate the item, see whether I own it, and see the format in which I own it. Rather than searching for an item on my bookshelves, Logos, hard drive, or other files, I start with Zotero.
- Zotero is an excellent research tool for organizing articles in periodicals, including ones that you don’t own. For many years my doctoral mentor, Don Carson, would set aside about half a day once a week to read, tag, and catalog articles in various periodicals relevant to his current and possible future research; now he squeezes in a half-hour here and there, adding up to about a half-day’s work per week. (He uses Nota Bene for his research; I tried that expensive software and found it clunky and non-intuitive, so I sold it and reverted back to Word and Zotero.)
- When friends email me for recommended resources on a particular topic, I simply go to the corresponding collection I’ve created in Zotero and drag the resources to my email, where they automatically display in an alphabetical bibliography. Resources copy and paste seamlessly in Word docs, emails, and blog posts.
So here’s how I streamlined my print and electronic library in Zotero:
Enter the bibliographic information for each resource in Zotero.
This may take a while if you have a large library. I’ve entered over 13,000 items so far, and it took months of work. There are some shortcuts. For example:
- You can import the bibliographic information from a book automatically from some sites (e.g., WorldCat.org) simply by pressing a Zotero icon in the URL bar, though you still may need to update a few things (e.g., change “Grand Rapids, Michigan” to “Grand Rapids”).
- If some items you are entering are very similar, you can right-click on an item, select “Duplicate Selected Item,” and then tweak the duplicate.
- You can export your Logos library to Zotero (though, unfortunately, you’ll need to tweak the bibliographic information that imports into Zotero because it’s not always accurate).
I divided the massive project into phases, starting with the smallest and working up to the largest:
- Print. About 1100 items.
- Attachments (esp. PDFs). About 1300 items.
- Books in Logos Bible Software. About 3600 items.
- Journal articles in Logos Bible Software. About 6500 items. (I could have entered hundreds more, but I skipped some that I didn’t think I’d ever want to consult.)
This work is not mentally demanding, so I was able to listen to many sermons, lectures, and audiobooks while doing it. It’s the sort of work that you could assign to an assistant if you have one.
Organize your resources in Zotero.
As you enter each resource into Zotero, organize it in corresponding folders. Every item is automatically part of the master folder, “My Library,” but you can place an item in as many subfolders as you’d like. You may want to place an article on Romans 9, for example, in a collection on Romans as well as a collection on election. So organize your folders in a way that serves you best; it should reflect the way you think. The topical indexes at The Gospel Coalition and Desiring God are helpful places to get ideas how to organize your categories. This is the basic framework for how I’ve organized my library in Zotero (many of the subcategories have further subcategories, which you can view in this video).
1. My Personal Library. Every resource that I own is plugged in to at least one of the following five subcategories in addition to others below.
- Attachments (esp. PDFs)
- Audiobooks
- Films (DVDs)
- Logos
2. Exegesis and Biblical Theology
- Hermeneutics
- New Testament. This breaks down into Gospels, Greek, Individual NT Books, Johannine Studies, Letters, NT History, NT Introduction and Survey, NT People, NT Textual Criticism, NT Theology, and Pauline Studies. For the individual NT and OT books, the main collections include resources on the entire biblical book (e.g., commentaries), and subfolders include special studies (e.g., books and articles on only a portion of a biblical book).
- Old Testament. This breaks down into Hebrew, Individual OT Books, Jesus in the OT, OT History, OT Introduction and Survey, OT People, OT Textual Criticism, OT Theology, Pentateuch, Poetry, Prophecy, and Wisdom Literature.
- Primary Sources. Bibles in English, Greek, Hebrew, Latin, and modern languages.
- Second Temple Judaism
- Whole Bible. This includes General Reference, Geography, Survey of Resources (e.g., commentary survey), Whole-Bible Biblical Theology (e.g., Kingdom of God, OT in the NT, Salvation History, Typology), Whole-Bible Commentary, and Whole-Bible Introduction and Survey.
3. Historical Theology
- Introduction and Survey
- Groups and Ideologies
- Historiography
- Individuals
- Periods of History
4. Other. This is for mostly my non-theological resources.
- Art
- Astronomy
- General Reference (e.g., encyclopedia, dictionary)
- Geography
- History and Biography
- Humor
- Languages
- Logic
- Novels
- Poetry
- Productivity (includes time management)
- Research and Writing
- Science
5. Practical Theology
- Christian Liberty and Lifestyle Choices
- Christian Living: General (e.g., devotionals)
- Counseling and Psychology
- Culture
- Education and Scholarship
- Ethics. Subcategories include Abortion, Bioethics, Cremation vs. Burial, Death Penalty, Environment, Ethnicity, Euthanasia, Sexuality, Stem-Cell Research and Cloning, and War.
- Evangelism and Discipleship. Subcategories include Church-Growth Movement, Missions, and Small Groups.
- Family. Subcategories include Children, Manhood and Womanhood, Marriage, and Parenting.
- Knowing God’s Will
- Leadership
- Mind and Emotions
- Money and Possessions
- Pastoral Theology
- Politics (church and state)
- Prayer
- Preaching
- Sabbath and Lord’s Day
- Sins
- Social Issues (e.g., poverty, deeds of mercy, public justice)
- Technology
- Worship (includes music debate)
6. Systematic Theology
- Apologetics. Subcategories include Approaches (esp. presuppositionalism), Atheism and Agnosticism, Cults, Miracles, Problem of Evil and Suffering, Reliability of the Bible, and World Religions.
- Bible Doctrine. This includes the basic categories in a typical systematic theology and subcategories for each.
- Philosophy
7. Lists. This allows me to keep track of items I’d like to buy, read, or listen to, as well as ones that I’ve lent out (along with a dated note listing the person I lent the resource to).
I also enter items into Zotero that I don’t own (e.g., a library book that I checked out or a book I added after hearing a professor recommend it in a lecture or seeing a friend recommend it on his blog). To distinguish books that I own from others, I apply “Tags” to the items I own; I tag every item with “Own” and tag some of those with “Own Attachment,” “Own in Logos,” and/or “Own in Print.” That way if I’m looking at a list of all my resources on, say, “Atheism and Agnosticism,” I can simply click the tag “Own” to see which of those items I already own. And if I want to look at a specific item, I can know immediately in what format I own it.
Arrange your print books on your bookshelves in alphabetical order by author.
I can think of at least three viable ways to organize your print books:
- System. This is how libraries do it, usually by the Library of Congress or Dewey Decimal System. Some of my friends organize their personal libraries this way, and it works well for them. It makes sense if your personal library is massive and you have an assistant to organize it, but for most people I think it’s a lot of unnecessary work.
- Topic. This is what I did until I started using Zotero, and I suspect that it’s what most people do. It’s convenient to grab a line of books on Romans, for example, if you’re studying a passage on Romans. But it’s also easy for other relevant books to slip through the cracks, and it can be hard to locate books that you know you own.
- Alphabetical order by author. This is what makes the most sense to me right now. It’s clear, comprehensive, and simple. My books are very easy to locate because I line them up in alphabetical order by author; that’s the same order they would appear in a bibliography, so those rules apply for items with multiple authors or no authors. And now nothing slips through the cracks since I’m using Zotero instead of my memory combined with a topical arrangement on my bookshelves.
Conclusion
It’s wise to organize your library so that you can research efficiently, and this article suggests one way to do that today by using Zotero. The organizational method we use is merely a tool—a means to an end. And the end is to glorify God as good stewards of his varied grace.
*******
Special thanks to Andrew Franseen, Phil Gons, Matthew Hoskinson, Todd Patterson, Matt Perman, and Tony Reinke for discussing library-organization with me, examining this essay, and sharing helpful feedback
Jeremy Horneck says
Thanks, that is very helpful. Have you found the 100MB storage limit for a free account to be adequate?
Nancy McGuire says
I linked to your screencast on a Zotero LibGuide.
Nathan W. Bingham says
Really helpful Andy. I’m especially thankful to see the categories that you’ve used.
Timothy Ha says
Thank you very much. I linked to your video and gave some Russian language information about Zotero. Will try to organize myself and my library like this. Thanks.
Jeremy Pierce says
Do you author-alphabetize even commentaries, or have you simply gotten rid of most of your print commentaries at this point so as to remove the point of putting them in canonical book order?
Michael Beck says
Wow, thanks! You just saved me a ton of time when writing papers or trying to remember if I’ve bought a certain book before. I’m curious though, where do you put that “Jr.” in Zotero, because Dr. Kaiser keeps messing with my bibliography?
Andy Naselli says
Jeremy, I’ve arranged all of my print books, including commentaries, in alphabetical order. Many commentaries defy a “neat” grouping because some cover multiple books of the Bible.
Michael, at this point I’ve been placing “Jr.” immediately after the last name.
Russell Woodbridge says
Very helpful. I can better organize PDF files and ebooks. Thank you.
Ben Fetterolf says
Wow. I especially like that plug-in for MS Word. I could use that on my papers for school!
Michael Beck says
Thanks Andy. I’ve done the same, but it comes out in the footnote as
“Kaiser Jr., Walter C.”
instead of what it should look like “Kaiser, Walter C., Jr.”
Andy Naselli says
Right. You have to manually fix the bibliography, but the footnote entries come through correctly.
Dan Burrus says
Does the software program you referenced just do bibliography data, or can you actually use it to cite certain pages of certain books? For example, let’s say I’m reading book X and I want to document (in a index of sorts) that subject Y is discussed on pages 50-55, can you do this with the program? In other words, can the program create a master subject and Scripture index of all your books? Hope this question makes sense.
Andy Naselli says
I’m not sure I understand the question. Zotero does more than bibliography data, and you can use it to cite certain pages of books (as I demonstrate in the video). For more information, see http://www.zotero.org, where you can watch all sorts of video tutorials and interact on the forums.
Andrew Lisi says
Would you recommend using Zotero for every resource you use in your work, i.e. even the books you use at the library?
Andy Naselli says
Yes. That’s what I do, and it works well. (See the part in the article about “tags” to see how I quickly distinguish resources that do and don’t own.)
Mike Ballai says
I have found it helpful with commentaries to make a spreadsheet. Books in electronic format are currently marked with an e. I probably will have to change that soon as some are PDFs, and some are in Logos or perhaps another Bible program I’m still using since moving to Logos. The spreadsheet gives me an at-a-glance view to tell me what resources I have.
Jeff Lash says
Do you have this essay in a pdf or Word format? I won’t be able to get around to cataloging my library until the summer but would love to have this as a reference point on implementing Zotero.
Andy Naselli says
Jeff, you can access the article here, so you could copy and paste it into a Word doc if you’d like.
Russ Hamilton says
Andy,
Thank you for the helpful information and pointers! I am interested to know how you changed the “sorting” function in Zotero to show “Author”; this is not in the default list. Or, I am missing something obvious!? Thanks again.
Andy Naselli says
Russ, click the icon directly beneath the magnifying glass that’s at the far right of the search box. Then select “Creator.”
Andy Naselli says
Jeff, here’s an 8-page PDF of the article.
Phil Whittall says
Hi Andy
Excellent article, I’ve just moved offices and taken the opportunity to catalogue and refile my entire print library (960 + books.) Can I ask did you enter audiobooks manually and can you link it to a player or is there another way?
Thanks again
Phil
Andy Naselli says
Thanks, Phil.
1. Yes, I entered audiobooks manually. I don’t own very many of them, so it wasn’t time-consuming.
2. I could store the MP3s of my audibooks as attachments to each audiobook in Zotero (that’s what I do with all my PDFs), but I decided simply to add a note in Zotero re where I’ve stored a particular audiobook on my hard drive (e.g., several of them are in iTunes).
Jean Maurais says
Thanks Andy for the great tips. I imported my Logos library bibliography into Zotero and for the most part, this has worked really well. I was wondering how you went about importing journal articles. I own the theological journal library and Logos only exports the volume’s bibliographical data (and not the individual articles). I’m kind of hoping to have to manually add all articles :)
Don Johnson says
I know this is an old thread, but in case someone has a similar question, what I do for journal articles is duplicate the Journal entry imported from Logos, then in the duplicate copy, change relevant fields (like “Journal Article” instead of “Book” in Item Type), add in author info, etc. It is a little faster than entering all the data manually.
Also, I only do this as I happen to use the article, occasionally I come back to the same article and use it again, but have the data already set up.
FWIW, I do this for articles in Kittel as well, one by one as I use them.
Maranatha!
Don Johnson
Jer 33.3
Andy Naselli says
You’re welcome, Jean. Unfortunately, you must enter articles manually.
Jeffrey Hudson says
Andy,
Could you please tell me how to alphabetize books in a subcategory?
Thank you.
Andy Naselli says
Jeffrey, the way resources appear is very similar to iTunes. You can make them appear in alphabetical order or reverse-alphabetical order for any of the categories (creator [i.e., author], title, date, date added, etc.) by clicking on the category name at the top. See this video from 0:31 to 0:35.
Stéphane Kapitaniuk says
Thanks Andy for this very helpful article. I have one question. How do you classify sermons? I can’t find anyone else on the web talking about that.
Thanks ahead for any tips.
Stéphane Kapitaniuk says
Sorry Andy, let me be more precise in my question.
1. What item type do you classify sermons as? According to the format you have them in? (ie. ‘book section’)
2. Where do you place sermons in your categories?
3. What general tags do you use?
There, I think that’s a better question.
Andy Naselli says
I don’t put sermon MP3s into Zotero. Sometimes I put sermon manuscripts in as articles.
Stéphane Kapitaniuk says
Thanks Andy,
Yes, I was thinking of manuscripts (like Keller’s Sermon Archive on Logos). I’m just not sure where to classify them. For the moment, I’m just putting them along with “Specific studies”.
Dave Phillips says
Andy,
Thanks for the encouragement to use Zotero. I’ve been loving it!
I also use Logos and was wondering if you add any information to any of the fields for the entries of your Logos books so that they are indicated as being Logos editions when you cite them. If so, what field do you use to do this?
Andy Naselli says
Thanks, Dave. After I enter a Logos resource into my Zotero library, I add a “tag” for that resource in Logos (I call it “added_to_Zotero”). That way I can search my resources in Logos my clicking on “My Tags” and easily see what I haven’t added to Zotero.
Stéphane Kapitaniuk says
I should have thought of that. I imported all my Logos ressources when I had Logos 4. Now I have hundreds more ressources from Logos 6 and don’t know how do quickly add them also to Zotero.
Andy, how do you add a tag quickly to hundreds/thousands of ressources in Logos?
Andy Naselli says
Stéphane, you simply select the resources in a batch and then add a tag for the whole batch. More info here: https://wiki.logos.com/Tagging
Seth Grotzke says
I keep coming back to you article. Thanks for doing this.
Do you keep an updated list of the best shortcut keys?
Andy Naselli says
Thanks.
I’m not sure what sort of shortcut keys you have in mind, so I guess the answer is no.
Ryan Wilder says
Andy,
I am wondering how you handled books that you’ll probably never quote. I’ve downloaded several free E-books or picked up Half-Price Book sales that I will probably never quote, so should I bother putting them into Zotero?
Ryan
Andy Naselli says
I enter everything in so that I can maintain a comprehensive catalog of what I have in my library and thus can manage it easier. I have many items in Zotero that I’ll “probably never quote,” but I still want them in Zotero so that I can quickly locate them.
Joshua Van Der Merwe says
I’m beginning the process of entering all my resources into Zotero, and I have one question:
Assuming that I’ll only ever cite my sources in SBL format, are there any corrections I should begin making (and looking for) in the information panel? You mentioned that the city should be changed, from “Grand Rapids, Michigan” to “Grand Rapids.” Is there anything else like this that I should be on the look out for?
Andy Naselli says
I regularly tweak things like the title (capitalization and punctuation), place of publication, and publisher. Just remember that Zotero will reproduce this information in footnotes and a bibliography exactly as you enter it, so enter it the way it should appear in a paper.
Augie Iadicicco says
Great article! I am curious about your choice to organize by such an extensive list of collections rather than just tags. It seems the two could accomplish the same organization, but I am sure there are pros and cons to each that you’ve weighed?
Andy Naselli says
I prefer my system because the organization is visually logical. But if you prefer tags (like Ryan Vasut), go for it. What is more important than those mechanics is that your system works well for you so that you’ll continually use and maintain it. If it feels like it has too much friction and is too cumbersome to use, you’ll dread using it and will eventually stop using it.
Augie Iadicicco says
Thanks much! Being new to Zotero, I wanted to make sure there wasn’t some necessary constraint I should avoid. I see the merits in both systems. Thanks again for a great article. Blessings!
Stéphane Kapitaniuk says
Hi Andy,
I’ve been using Zotero ever since I read this article. It would be a great follow-up if you could explain the way you use Zotero in combination with Word and Evernote and whatever else you use.
I’m not satisfied with my workflow and I’m looking for ideas. I’m currently using Zotero, Evernote, Word, WordPress and tinkering with Scrivener. What apps do you use and for what tasks?
Austin Hoffman says
I am also curious about how you use this setup with something like Evernote or Dropbox. Also, if all your PDFs are in Zotero, can you access them through an iPad? This system seems strong on organization, but may suffer a bit when you need to use the files.
Andy Naselli says
Austin, I’d recommend you check the Zotero forums to get more info because I don’t have much for you. I don’t use Evernote or Dropbox with Zotero. I use Zotero on my MacBook only. I don’t need it anywhere else. If I want to read a PDF on my iPad, I simply move it from Zotero to a Dropbox folder that I sync with my PDF Expert app. Then when I’m done with that PDF on my iPad, I move it back to Zotero. Works great.
Austin Hoffman says
How do you classify multi-book commentaries (e.g. a commentary that includes Matthew, Mark, and Luke by separate authors)? Do you add each section as separate book, the entire volume only, or both of those at once?
Andy Naselli says
I enter each as a “book section.” For example:
Carson, D. A. “Matthew.” Pages 23–670 in Matthew–Mark. 2nd ed. Expositor’s Bible Commentary 9. Grand Rapids: Zondervan, 2010.