Persistent notes
First, you need a persist for your note section, like the one you have around your annotation section. However, this persist section should only be created once. Therefore, it should look like this:
{% persist "notes" -%}
{%- if isFirstImport %}
## Summary
{% endif %}{% endpersist %}
Without isFirstImport , a new “notes” section will be added every time you update.
Basically, {% persist "notes" %} in the template becomes %% begin notes %% in the output. This marks the start of a section that will not be overwritten. Similarly, {% endpersist %} becomes %% end notes %% , which signifies where the persistent section ends. “notes” in this example is just a name, it doesn’t connect to any data or anything like that. So you can name your persistent sections whatever you want.
Persistent properties
Unfortunately, Zotero Integration’s templating can’t persist the properties. However, a workaround is to use Dataview inline fields for the metadata that you need to persist across updates. This could be metadata like “status”. That’s what I do in my template.
I put the dataview fields into the notes persistent section above, under a heading I named “Processing”, like so:
## Processing
- **Status**:: new
- **Connections**::
- **Projects**::