Reading workflow

Read and annotate research papers

Highlight, bookmark, annotate, cite — all in one window, replacing Preview, Zotero and a separate notes app. Every citation in your draft links back to the exact passage and the note you wrote when you read it.

Reading Studio in note.md with a PDF and the markdown editor side by side

You just downloaded a paper. Usually the next ten minutes look like: drag the PDF into Zotero, open it in Preview, alt-tab to your notes app, copy a quote, paste a citation by hand. In note.md the whole thing happens in one window — and the citation you write today still points back to the exact highlighted passage months later.

Adding a new PDF source in note.md Knowledge Management
Knowledge Management — your library lives in the app
01Add the source

Drop the paper into your library.

Open Knowledge Managementand add the PDF. note.md picks up the title, authors and DOI from the file’s metadata — the same fields you’d otherwise hand-edit in Zotero.

From here on, the paper is part of your project. Everything that follows — highlights, bookmarks, citations — attaches back to this source.

02Open the paper

Send it to Reading Studio.

One click on the paper opens it in Reading Studio — the dual-pane view where the reading and the writing live on the same screen.

Opening a paper in Reading Studio from Knowledge Management
One click — no app switching
03Read with everything in view

Three apps collapse into one.

The PDF on one side, your markdown notes on the other — the view at the top of this page. No Command-Tab cycle between Preview, Zotero and a notes app; the layout is the same on a 13″ MacBook as on an external display.

This is the longest beat in the workflow. It’s also the one note.md deliberately stays out of: you read the paper. Nothing is summarising it for you in the background.

04 + 05Bookmark + annotate

Mark what you’ll come back to.

When something matters — a definition, a stat, a passage you’ll cite later — select the text and create a text bookmark. If the whole page matters but no single sentence does, set a plain page bookmark instead.

The bookmark appears in the right-hand panel. Rename it in plain English (“Method limitations”) and write a note next to it — your interpretation, your one-line summary, the question it raised. This is where your thinking lives. The PDF stays untouched; the bookmark is yours.

Highlighting text in a PDF to generate a text bookmark in note.md
04 — Highlight, then generate a text bookmark
Bookmark in the Reading Studio side panel with a renamed title and a note
05 — Rename it, write your note
06Cite from your writing

Switch to your article and type /cite.

Open the article you’re drafting. When you reach a sentence that needs a source, type /cite mid-flow. note.md uses the citation style set in your project settings — APA, MLA, IEEE, Chicago and so on — so the output already matches your target journal or department’s house style.

Triggering the /cite command inside the note.md markdown editor
06 — /cite, mid-sentence
07Pick the source

The picker drills from paper down to bookmark.

The citation picker shows every paper in your library. Pick the paper, then pick the specific bookmark you made earlier — the one you renamed and annotated in step 5.

You’re not citing “this paper, somewhere”; you’re citing this passage. The trail back to the source is exact.

Citation picker in note.md listing papers and the bookmarks inside the selected paper
07 — Paper → bookmark, two clicks
08The result

A citation that points at the actual passage.

The formatted citation lands in your prose. Click it months from now and you’re back on the exact bookmark, in the exact PDF, with your original note still attached.

This is the chain that survives: highlight → bookmark + your note → cited passage. No more “I know I read this somewhere.”

The finished, integrated citation rendered inline in a note.md article
08 — Inline, formatted, linked to the bookmark
Common questions

About reading and citing PDFs.

How should I take notes on a research paper PDF?
Read with intent: skim the abstract and conclusion first to find the parts that actually matter for your research, then read those carefully. Highlight passages in the PDF, but always pair the highlight with a written note explaining why it mattered to you. In note.md, that pairing is what a bookmark is — a highlighted passage plus your own annotation, kept attached to the source.
How do I cite a specific passage from a PDF instead of the whole paper?
Create a bookmark on the passage when you read it (highlight, rename it, add your note). Later, in your article, type /cite, pick the paper, then pick the specific bookmark. The formatted citation lands in your prose anchored to that exact bookmark — click it months later and you land back on the passage, with your original note still attached.
Can I export my highlights and citations to BibTeX for LaTeX?
Yes. Your sources export as a standard .bib file you can drop straight into LaTeX. The source type field on each paper (article, book, conference paper, thesis) drives how the entry renders, so setting it correctly when you import a PDF keeps your bibliography clean from day one.

Try this workflow on your Mac.

note.md is free on the App Store. Premium unlocks the local-AI steps.

Download on the App StoreFree on the App Store