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collections_and_tags [2018/09/18 05:34] – dstillman | collections_and_tags [2022/04/09 01:46] – [The Zotero Collections Model] dstillman | ||
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{{collections_tree.png? | {{collections_tree.png? | ||
- | It is important to understand that items can belong to multiple collections and sub-collections. Adding an item to multiple collections **does not duplicate** the item. In this sense, collections are more like music playlists than folders in your computer filesystem. Just as a single song can be added to more than one playlist, a single item in a Zotero library can be added to multiple collections. | + | It is important to understand that items can belong to multiple collections and subcollections. Adding an item to multiple collections **does not duplicate** the item. In this sense, collections are more like music playlists than folders in your computer filesystem. Just as a single song can be added to more than one playlist, a single item in a Zotero library can be added to multiple collections. |
- | + | ||
- | The library root—“My Library” for personal libraries or the group name for group libraries—always shows all items in the library, and items are duplicates only if they appear multiple times in that view. | + | |
+ | The library root — “My Library” for personal libraries or the group name for group libraries — always shows all items in the library, and items are duplicates only if they appear multiple times in that view. | ||
====Creating Collections==== | ====Creating Collections==== | ||
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====Adding Items to Collections==== | ====Adding Items to Collections==== | ||
- | New items are automatically saved into the collection selected at the time. For example, to save an item to a specific collection when importing using the [[getting_stuff_into_your_library# | + | New items are automatically saved into the collection selected at the time. When saving from the browser, |
To add existing items in your library to a collection, select them in the center pane and drag them onto the collection in the left pane. By default, the items will be added to the new collection but won't be removed from their original location. | To add existing items in your library to a collection, select them in the center pane and drag them onto the collection in the left pane. By default, the items will be added to the new collection but won't be removed from their original location. | ||
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When you delete an item by pressing Delete (Cmd/ | When you delete an item by pressing Delete (Cmd/ | ||
- | ==== Recursive Collections | + | ==== Show Items from Subcollections |
- | + | ||
- | By default, items added to a subcollection do not automatically appear in the parent collection(s). This can be changed by setting the " | + | |
+ | By default, items added to a subcollection do not automatically appear in parent collections. This can be changed by toggling "Show Items from Subcollections" | ||
=====Tags===== | =====Tags===== | ||
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==== Adding Tags to Items ==== | ==== Adding Tags to Items ==== | ||
- | To add a tag to an item, select the item in the center Zotero pane, then click the "Tags" | + | To add a tag to an item, select the item in the center Zotero pane, and then click the Tags tab in the right-hand pane. Click the Add button, type the tag name, and type Enter/ |
- | As you type, you will be shown a list of matching existing tags. Choose | + | As you type, you will be shown a list of matching existing tags. You can choose |
- | You can also drag selected | + | You can also drag items to a tag in the tag selector in the bottom |
{{ collections_and_tags: | {{ collections_and_tags: | ||
+ | |||
+ | ==== Removing Tags from Items ==== | ||
+ | |||
+ | To remove a tag from an item, select the item in the items list, click the Tags tab in the right-hand pane, and click the " | ||
+ | |||
+ | You can also hold Cmd (Mac) or Shift (Windows/ | ||
+ | |||
+ | If you've [[# | ||
===Bulk Editing Tags=== | ===Bulk Editing Tags=== | ||
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{{colored_tags.png? | {{colored_tags.png? | ||
- | Colored tags appear as small colored squares next to items' titles in the center pane. Colored tags make it easy to quickly scan your library for tags that have a certain tag. Colored tags are shown at the top of the tag selector and are always visible | + | Colored tags appear as small colored squares next to items' titles in the center pane. Colored tags make it easy to quickly scan your library for tags that have a certain tag. Colored tags are shown at the top of the tag selector and are always visible, even if not assigned to any visible items. |
+ | |||
+ | Many people use colored tags for "to read" or " | ||
You can assign a color to a tag by right-clicking on it and choosing " | You can assign a color to a tag by right-clicking on it and choosing " | ||
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{{ tag_actions_menu.png? | {{ tag_actions_menu.png? | ||
- | When items are saved to a Zotero library | + | When items are saved to a Zotero library [[adding_items_to_zotero# |
Automatic tags can be hidden from the tag selector by clicking the multi-color button in the lower-right corner of the tag selector and unchecking "Show Automatic" | Automatic tags can be hidden from the tag selector by clicking the multi-color button in the lower-right corner of the tag selector and unchecking "Show Automatic" | ||
- | |||
- | ==== Screencasts ==== | ||
- | | [[Collections Screencast|{{collections_200x148.gif? | ||
- | | Collections | | | ||
- | | [[Tags Screencast|{{tags_200x149.gif? | ||
- | | Tags | Tag Selector Box | |