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collections_and_tags [2019/01/08 15:07] – [Tags] bwiernikcollections_and_tags [2022/06/02 14:18] (current) – [Colored Tags] Temporarily remove ⭐️ from colored tags section, since it doesn't work dstillman
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 Items in Zotero libraries can be organized with **collections** and **tags**.  Items in Zotero libraries can be organized with **collections** and **tags**. 
  
-**Collections** allow hierarchical organization of items into groups and subgroups. The same item can belong to multiple collections and subcollections in your library at the same item. Collections are useful for filing items in meaningful groups (e.g., items for a particular project, from a specific source, on a specific topic, or for a particular course). You can import items directly to a specific collection or add them to collections after they are already in your library.+**Collections** allow hierarchical organization of items into groups and subgroups. The same item can belong to multiple collections and subcollections in your library at the same time. Collections are useful for filing items in meaningful groups (e.g., items for a particular project, from a specific source, on a specific topic, or for a particular course). You can import items directly to a specific collection or add them to collections after they are already in your library.
  
 **Tags** (often called "keywords" in other contexts) allow for detailed characterization of an item. You can tag items based on their topics, methods, status, ratings, or even based on your own workflow (e.g., "to-read"). Items can have as many tags as you like, and you can filter your library (or a specific collection) to show items having a specific set of one or more tags. **Tags** (often called "keywords" in other contexts) allow for detailed characterization of an item. You can tag items based on their topics, methods, status, ratings, or even based on your own workflow (e.g., "to-read"). Items can have as many tags as you like, and you can filter your library (or a specific collection) to show items having a specific set of one or more tags.
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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 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#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. When saving from the browser, you can choose a different collection from the popup after clicking the save button.
  
 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/Ctrl-Delete in a collection) or by right-clicking and choosing "Move Item(s) to Trash", they are moved to the Trash special collection. By default, items remain in the Trash for 30 days (you can adjust this period in the [[preferences/general|General pane]] of Zotero preferences), after which they are deleted permanently. You can restore an item from the Trash to your library by selecting it in the Trash and clicking the "Restore to Library" button (or by right-clicking and choosing "Restore to Library"). You can delete an item permanently by clicking the "Delete Permanently…" button (or by right-clicking and choosing "Delete Item…". When you delete an item by pressing Delete (Cmd/Ctrl-Delete in a collection) or by right-clicking and choosing "Move Item(s) to Trash", they are moved to the Trash special collection. By default, items remain in the Trash for 30 days (you can adjust this period in the [[preferences/general|General pane]] of Zotero preferences), after which they are deleted permanently. You can restore an item from the Trash to your library by selecting it in the Trash and clicking the "Restore to Library" button (or by right-clicking and choosing "Restore to Library"). You can delete an item permanently by clicking the "Delete Permanently…" button (or by right-clicking and choosing "Delete Item…".
  
-==== 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 "recursiveCollections" [[preferences/hidden preferences|hidden preference]] to 'true'. Click "Config Editor" in the [[preferences/advanced|Advanced pane]] of Zotero preferences and type "recursive" (without quotes) into the search box. Double-click on "extensions.zotero.recursiveCollections" to toggle it between 'true' and 'false'. The change will take effect the next time you select a collection, but it will not apply automatically to Zotero running on other computers. Recursive collections are not currently available for the online library at [[/|zotero.org]].+
  
 +By default, items added to a subcollection do not automatically appear in parent collections. This can be changed by toggling "Show Items from Subcollections" in the View menu. This setting is not currently available in the online library.
 =====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 "Tagstab in the right-hand pane. Click the "Addbutton, 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.
 +
 +If you've [[#colored_tags|assigned a color]] to a tag, you can also remove the tag from all selected items by pressing the number key associated with that tag on your keyboard.
  
 ===Bulk Editing Tags=== ===Bulk Editing Tags===
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 {{colored_tags.png?nolink&350 }} {{colored_tags.png?nolink&350 }}
  
-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)+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 visibleeven if not assigned to any visible items
 + 
 +Many people use colored tags for "to read" or "favorite" items. They can even contain emojis, which will be displayed directly in the items list in place of a colored square.
  
 You can assign a color to a tag by right-clicking on it and choosing "Assign Color…" In the popup window, select a color from the dropdown box and click "Set Color". You can remove a color from a tag by right-clicking, choosing "Assign Color…", and clicking "Remove Color". You can assign a color to a tag by right-clicking on it and choosing "Assign Color…" In the popup window, select a color from the dropdown box and click "Set Color". You can remove a color from a tag by right-clicking, choosing "Assign Color…", and clicking "Remove Color".
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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.1546978043.txt.gz · Last modified: 2019/01/08 15:07 by bwiernik