Essential Tools
Research Rabbit Setup Guide
Citation-network discovery works best when Zotero remains the durable library of record.
Beginner · 45–60 min · Zotero account with 3–5 seed papers, web sync enabled
The most important papers are found by following citations, not by keyword luck.
Overview
Research Rabbit is a citation network discovery tool for the literature review process. This guide covers setup, Zotero integration, and practices for expanding your literature collection through paper recommendations. Research Rabbit offers a free tier sufficient for most individual systematic reviews and an RR+ tier for larger reviews. Because seat limits and tier caps change, check Research Rabbit's pricing page (opens in a new tab) for current terms.
Benefits:
- Visual citation network mapping
- AI-assisted paper recommendations
- Seamless Zotero integration
- Forward/backward citation discovery
- Collection sharing and collaboration
Step 1: account creation
1.1 sign up for Research Rabbit
- Visit researchrabbit.ai (opens in a new tab)
- Click "Sign Up"
- Connect with your Zotero account
Step 2: understanding Research Rabbit interface
2.1 main dashboard
Collections Panel (Left):
- Your collections of papers
- Shared collections from collaborators
- Recently viewed collections
Network Visualization (Center):
- Citation network graph
- Papers as nodes, citations as connections
- Color coding by publication year or other metrics
Paper Details Panel (Right):
- Selected paper metadata
- Abstract and publication details
- Related papers suggestions
2.2 features overview
Citation Maps:
- Visual representation of how papers cite each other
- Identify influential papers (central nodes)
- Discover research clusters and themes
Similar Papers:
- AI recommendations based on content similarity
- "More like this" functionality
- Semantic search capabilities
Discovery Feed:
- Personalized paper recommendations
- Based on your collections and interests
- Weekly digest of new relevant papers
Step 3: Zotero integration
3.1 prerequisites
Before connecting, ensure:
- Zotero desktop app is installed and running
- Zotero web sync is enabled and working
- You have at least 3-5 seed papers in a Zotero collection
- Your Zotero account is active and synced
3.2 connect Research Rabbit to Zotero
Step 1: Initial connection
- Open Profile → Account Settings → Preferences → Zotero Libraries.
- Choose "Link Zotero".
- Sign in with your Zotero credentials when prompted
- Authorize Research Rabbit to access your Zotero library
Step 2: Import your first collection
- Open Library → Zotero and choose a collection to import (start with seed papers)
- Give your Research Rabbit collection a descriptive name
- Example: "SR2025_AI_Education_Seeds"
- Click "Import" and wait for processing
- Verify all papers imported correctly
3.3 import and export, not two-way sync
The official Zotero importer guide (opens in a new tab) says two-way sync is still under development. Import a collection from Zotero, then export discoveries as BibTeX and import that file into Zotero. Check the imported records and resolve duplicates there; do not expect changes in either application to synchronize automatically.
Step 4: literature discovery strategies
4.1 starting with seed papers
Suggested workflow:
- Import seed collection: Start with 3-7 high-quality papers
- Explore citation network: Click on papers to see their connections
- Identify clusters: Look for dense citation groups
- Find review papers: Central nodes are often influential reviews
- Discover recent work: Papers citing your seeds
4.2 citation network analysis
Reading the Network:
- Central nodes: Highly influential papers
- Bridge papers: Connect different research streams
- Isolated clusters: Potentially different approaches
- Color coding: Usually represents publication year
Navigation Tips:
- Double-click papers to center the view
- Use zoom controls for different network perspectives
- Filter by publication year to see evolution
- Hover for quick paper details
4.3 AI-assisted recommendations
"Similar Papers" Feature:
- Select any paper in your collection
- Click "Find similar papers" in the right panel
- Review AI suggestions based on:
- Content similarity (abstracts, keywords)
- Citation patterns
- Author overlap
- Journal similarity
Discovery Feed:
- Check your personalized feed weekly
- Review papers recommended based on your collections
- Add interesting papers with one click
- Flag papers for later review
Step 5: collection management
5.1 organizing your research
Recommended Collection Structure:
Research Collections:
├── SR2025_Seeds_Original # Initial seed papers
├── SR2025_Citations_Forward # Papers citing your seeds
├── SR2025_Citations_Backward # Papers cited by your seeds
├── SR2025_Similar_AI # AI recommendations
├── SR2025_Reviews_Found # Review papers discovered
└── SR2025_Final_Curated # Papers passing initial screeningCollection Naming Best Practices:
- Use project prefix (SR2025_)
- Include discovery method
- Keep names under 30 characters
- Use consistent abbreviations
5.2 paper management
Adding Papers:
- Click "+" in any collection
- Search by DOI, title, or authors
- Import from BibTeX/RIS files
- Bulk import from databases
Paper Status Tracking:
- Use color coding for review status
- Add personal notes and ratings
- Tag papers by themes or methodology
- Mark papers for team review
Step 6: advanced discovery techniques
6.1 author following
- Click on author names in papers
- View their publication history
- Click "Follow Author" for notifications
- Get alerts when they publish new work
6.2 journal monitoring
- Identify the main journals from your collection
- Set up journal alerts
- Get notifications for new issues
- Track special issues and calls for papers
6.3 keyword-based discovery
- Use the search function with key terms
- Combine multiple search terms
- Use boolean operators (AND, OR, NOT)
- Save searches for regular updates
Step 7: collaboration features
7.1 sharing collections
- Select collection to share
- Click "Share" button
- Set permissions:
- View only
- Comment and suggest
- Full edit access
- Share via email or direct link
7.2 team workflows
For Systematic Review Teams:
- Supervisor creates master collection
- Team members have "suggest" access
- Teams hold weekly review meetings to evaluate suggestions
- Final curation remains with lead reviewer
Step 8: export and backup
8.1 export options
To Zotero:
- Export selected discoveries as BibTeX.
- Import the file into Zotero and place the records in your target collection.
- Check metadata and merge duplicates before screening.
Alternative Export Formats:
- Select papers to export
- Click "Export" button
- Choose format:
- BibTeX (.bib) - for LaTeX users
- RIS (.ris) - for EndNote, Mendeley
- CSV - for spreadsheet analysis
- JSON - for custom processing
8.2 backup strategy
Weekly Backup Routine:
- Export collections to BibTeX
- Save search history
- Document discovery strategies used
- Note any technical issues or limitations
Step 9: research workflow integration
Daily discovery routine
Build a sustainable literature monitoring workflow:
Recommended Weekly Pattern:
- Monday: Check discovery feed for new papers
- Wednesday: Explore citations of newly added papers
- Friday: Export discoveries and import them into Zotero
- Weekend: Curate and screen new additions
Pre-research checklist
Before starting your systematic review:
- Create Research Rabbit account
- Connect to Zotero successfully
- Import seed papers collection
- Explore citation network for 30+ minutes
- Find 5-10 related papers as initial corpus
- Export discoveries and import them into Zotero
- Verify imported records and resolve duplicates
Course participants can see these discovery strategies demonstrated in Session 2, including the Research Rabbit integration and Q&A.
Troubleshooting
Common issues
Zotero import or export not working
There is no automatic two-way sync. If Zotero papers are missing from Research Rabbit, check that Zotero web sync completed and the intended library is linked. To bring discoveries back, export BibTeX and import it into Zotero; verify the imported collection and metadata.
Partial import issues
Symptoms: Only some papers import from Zotero
Solutions:
- Check for duplicate DOIs
- Verify all papers have complete metadata
- Import smaller collections (fewer than 50 papers)
- Import missing papers individually
Citation network not loading
Symptoms: Network visualization fails to display
Solutions:
- Refresh the page
- Check browser compatibility (Chrome recommended)
- Clear browser cache and cookies
- Try with fewer papers in collection
Poor paper recommendations
Symptoms: AI suggestions are not relevant
Solutions:
- Ensure seed papers are high-quality and on-topic
- Add more diverse seed papers
- Use more specific search terms
Best practices for systematic reviews
1. Start small, expand systematically
- Begin with 3-5 high-quality seed papers
- Expand in focused waves rather than bulk discovery
- Maintain quality over quantity
2. Use multiple discovery methods
- Forward citations (who cites your seeds)
- Backward citations (who your seeds cite)
- AI similarity recommendations
- Author following for prolific researchers
3. Document your discovery process
- Keep notes on search strategies
- Record date ranges explored
- Note which methods yielded best results
- Track sources of papers you found
4. Maintain quality control
- Not all recommendations will be relevant
- Apply inclusion criteria consistently
- Use Zotero for final curation decisions
- Research Rabbit is for discovery, not final selection
5. Regular maintenance
- Clean out irrelevant papers from collections
- Review and refine your discovery strategies
- Import new records deliberately and check for duplicates
Quick reference
Essential keyboard shortcuts
Space: Pan the network view+/-: Zoom in/outCtrl+A: Select all papersCtrl+Z: Undo last actionF: Fit network to screen
Useful URLs
- Main platform: researchrabbit.ai (opens in a new tab)
- Feature requests: Research Rabbit Discord community
- Academic tutorials: YouTube Research Rabbit channel
Integration with Zotero
- Primary integration for bibliography management
- Zotero import plus manual export/import of discoveries
- Use Zotero for final paper curation
cite this page
Lin, X. (2026). Research Rabbit Setup Guide. Research Memex. https://research-memex.org/docs/implementation/foundational-setup/research-rabbit-setup-guide
@misc{docs-implementation-foundational-setup-research-rabbit-setup-guide-2026,
author = {Xule Lin},
title = {Research Rabbit Setup Guide},
year = {2026},
howpublished = {\url{https://research-memex.org/docs/implementation/foundational-setup/research-rabbit-setup-guide}},
note = {ORCID: 0000-0001-7885-4194}
}one renderingthe source remains