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collections_and_tags [2019/06/30 16:15] – dstillmancollections_and_tags [2021/02/15 22:01] – [Tags] dstillman
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 {{collections_tree.png?nolink }} {{collections_tree.png?nolink }}
  
-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 photo albums or music playlists than folders in your computer filesystem. Just as a single photo can be added to more than one album or 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 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.
  
 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.
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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#web_translators|Zotero save button]] in your Web browser, first select the collection in the Zotero app, then click the Zotero save button in your browser.+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 [[adding_items_to_zotero#web_translators|Zotero save button]] in your web browser, first select the collection in the Zotero app, then click the Zotero save button in your 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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 ==== 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" tab in the right-hand pane. Click the "Add" button, type the tag name, and type Enter/Return. You can rename a tag by clicking on it and typing the new name. Delete tags using the minus "–" button. Once you have added the tag it will also appear in the tag selector in the left pane. +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/Return. You can rename a tag by clicking on it and typing the new name. Once you have added the tag it will also appear in the tag selector in the bottom left.
  
-As you type, you will be shown a list of matching existing tags. Choose a suggested tag using the up and down arrow keys and insert it by typing Tab or Enter/Return.+As you type, you will be shown a list of matching existing tags. You can choose a suggested tag using the up and down arrow keys and insert it by pressing Tab or Enter/Return.
  
-You can also drag selected items to a tag in the tag selector in the left pane to quickly add the tag to all selected items.+You can also drag items to a tag in the tag selector in the bottom left to quickly add the tag to all of those items.
  
 {{ collections_and_tags:manually_adding.png?600 |Screenshot of adding a tag}} {{ collections_and_tags:manually_adding.png?600 |Screenshot of adding a tag}}
 +
 +==== 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 "-" (minus) button next to the tag you want to remove.
 +
 +You can also hold Cmd (Mac) or Shift (Windows/Linux) while dragging items to a tag in the tag selector in the bottom left to remove the tag from all of those items.
  
 ===Bulk Editing Tags=== ===Bulk Editing Tags===
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 {{ tag_actions_menu.png?nolink&400}} {{ tag_actions_menu.png?nolink&400}}
  
-When items are saved to a Zotero library using the [[getting_stuff_into_your_library#web_translators|Zotero Browser Connector]], tags are sometimes automatically added to items. For example, OPAC library catalogs provide subject headings for their records, which are saved as Zotero tags. Automatic tags behave the same as manually added tags but are marked by a red icon in the "Tags" tab of the right-hand Zotero pane (versus the blue icon for regular tags).+When items are saved to a Zotero library [[adding_items_to_zotero#web_translators|from the web]], tags are sometimes automatically added to items. For example, OPAC library catalogs provide subject headings for their records, which are saved as Zotero tags. Automatic tags behave the same as manually added tags but are marked by a red icon in the "Tags" tab of the right-hand Zotero pane (versus the blue icon for regular tags).
  
 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". You can delete all automatic tags from a library by clicking "Delete Automatic Tags in This Library". To prevent Zotero from adding automatic tags, uncheck "Automatically tag items with keywords and subject headings" in the [[preferences/general|General]] pane of Zotero preferences. 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". You can delete all automatic tags from a library by clicking "Delete Automatic Tags in This Library". To prevent Zotero from adding automatic tags, uncheck "Automatically tag items with keywords and subject headings" in the [[preferences/general|General]] pane of Zotero preferences.
collections_and_tags.txt · Last modified: 2022/06/02 14:18 by dstillman