Differences

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--- pdf_reader [2022/02/22 00:39] – dstillman
+++ pdf_reader [2023/09/26 20:06] (current) – [Highlights and Underlines] dstillman
@@ Line 1: / Line 1: @@
-====== The Zotero PDF Reader ======
+====== The Zotero PDF Reader and Note Editor ======
+**This is draft documentation for the new PDF reader and note editor in Zotero 6. See the [[/blog/zotero-6|Zotero 6 announcement]] for more information. **
+<html><img style="width: 95%; max-width: 801px" src="https://www.zotero.org/static/images/blog/6.0/pdf-reader.jpg" /></html>
+===== Creating Annotations ======
+==== Highlights and Underlines ====
+//Underlining is supported in the [[/forum/discussion/105094/announcing-the-zotero-7-beta/p1|Zotero 7 beta]].//
+The reader supports two highlighting/underlining modes. You can use whichever mode works best for your workflow.
+In the default, **unlocked mode**, with nothing selected in the annotation toolbar, whenever you select text in the document, a popup will appear with a selection of colors, and you can click a color to create a highlight or underline on the selected text.
+To quickly make many highlights or underlines, you can turn on **locked mode**: click the highlight or underline tool in the toolbar, and then choose a color using the color-picker button. Then, every time you select text in the document, a highlight or underline will be automatically created in the color you've picked.
-**This is draft documentation for the [[pdf_reader_preview|new PDF reader and note editor]] in Zotero 6, currently in beta.**
 ===== Adding Annotations to Notes =====
@@ Line 22: / Line 37: @@
 ==== In the items list ====
-You can create a note from all annotations in a PDF by right-clicking on the parent item in the items list and choosing Add Note from Annotations.
+You can create a child note from all annotations in a PDF by right-clicking on the parent item in the items list and choosing Add Note from Annotations.
+You can also create a standalone note with annotations from multiple items by selecting the parent items, right-clicking, and choosing Create Note from Annotations.
+{{https://www.zotero.org/static/images/blog/6.0/add-note-from-annotations.png?310x300&nolink}}
 ===== Customizing Annotations in Notes =====
@@ Line 29: / Line 47: @@
 ===== Working with Annotations in Notes =====
+==== Viewing an Annotation in Context ====
+When you [[#adding_annotations_to_notes|add an annotation to a note]], it will add both an annotation and a citation by default.
+To view the annotation in context, click the annotation and click "Show on Page" in the popup that appears. This will open the original PDF in either the built-in PDF reader or an external PDF reader if you've configured one in the General pane of the preferences. When possible, Zotero will open the PDF to the page where the annotation was made — this works for the built-in PDF reader and most, but not all, popular external PDF readers (e.g., Acrobat on Windows, Preview on macOS, evince on Linux). If Zotero isn't opening to appropriate page PDF in your external PDF reader, let us know in the Zotero Forums.
+To view the associated item in your library, click the citation and select "Show Item".
 ==== Displaying Annotation Colors ====
@@ Line 39: / Line 65: @@
 You can hide an individual citation by clicking on it in the editor and selecting "Hide Citation" from the popup, or simply by deleting the citation completely. You can add the citation back at any time by clicking on the highlighted text and selecting "Add Citation" from the popup or by using "Show Annotation Citations" in the "..." menu.
+===== Using an External PDF Reader =====
+If you'd prefer to open PDFs in an external PDF reader, you can choose one from the General pane of the Zotero preferences.
+To open a single PDF in an external reader, right-click on the item and choose Show File, and then open the PDF from your OS file manager. Some changes you make in external PDF readers will cause problems in the built-in reader — e.g., adding, deleting, or reordering pages will cause annotations to appear on the wrong page.
+Note that annotations created in the built-in PDF reader are stored in the Zotero database, so they won't be visible in external PDF readers unless you export a PDF with embedded annotations. See [[kb:annotations_in_database|Annotations in Database]] for more info.