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collections_and_tags [2017/11/26 07:46]
bwiernik fix colored tags link
collections_and_tags [2017/12/01 19:46] (current)
bwiernik Update for Zotero 5.
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-<​html><​p id="​zotero-5-update-warning"​ style="​color:​ red; font-weight:​ bold">​We’re 
-in the process of updating the documentation for 
-<a href="​https://​www.zotero.org/​blog/​zotero-5-0">​Zotero 5.0</​a>​. Some documentation 
-may be outdated in the meantime. Thanks for your understanding.</​p></​html>​ 
- 
- 
 ====== Collections and Tags ====== ====== Collections and Tags ======
  
-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 groups ​of items, in advance of adding items to your library. ​Item may be placed ​in multiple locations ​(sub-collections) in your library ​collection. Items may then be retrieved by "​drilling down" into the hierarchy+**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 itemCollections 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" ​(also called "​keywords"​ in other contexts) allow for detailed characterization of an item, and have the unique advantage of allowing the formation of ad-hoc collections //after// adding ​items to your library ​(e.g., ​one can use tags to locate items tagged "​Sumerian"​ + "​history", and so on.)+**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 collectionto show items having a specific set of one or more tags.
  
-Tags are portable, but collections are not: copying individual ​items between Zotero libraries will transfer their tags, but not their collection placements. Both organizational ​schemas ​have unique advantages. Experiment with both to see what works best for your own workflow.+Tags are portable, but collections are not. Copying ​items between Zotero libraries ​(My Library and group libraries) ​will transfer their tags, but not their collection placements. Both organizational ​methods ​have unique advantages ​and features. Experiment with both to see what works best for your own workflow.
  
-^   ​Screencasts ​  ^^ +===== Collections ​=====
-| [[Collections ​Screencast|{{collections_200x148.gif?​nocache|}}]] | | +
-| Collections | |     +
-| [[Tags Screencast|{{tags_200x149.gif?​nocache|}}]] | [[Tag Selector Box Screencast|{{tagselector_200x149.gif?​nocache|}}]] | +
-| Tags | Tag Selector Box |    ​+
  
-=====Collections=====+==== The Zotero ​Collections ​Model ====
  
-==== The Zotero ​Collections Model ====+{{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 be assigned to multiple collections,​ and that doing so does not duplicate the item. In this sense collections are more like iTunes playlists than folders in a 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====
  
-Click the "New Collection…"​ button above the left column (or right-click on "My Library"​ and choosing ​"New Collection…"​), and give name for the new collection. The new collection will appear as a folder ​inside ​"My Library"​. Subcollections can be created by dragging and dropping ​collection onto another collectionor by right-clicking ​an existing ​collection and choosing "New Subcollection…"​.+{{ :​collections_right_click.png?​nolink&​300|}} 
 + 
 +Click the "New Collection…"​ button ​({{:​quick_start:​add_collection.png?​nolink&​15|}}) ​above the left pane in Zotero to add a new collection. You can also right-click on "My Library" ​or the name of a Group library ​and choose ​"New Collection…" ​to add a new collection. The new collection will appear as a folder ​under "My Library" ​or the selected Group library. 
 + 
 +Subcollections can be created by dragging and dropping ​an existing ​collection onto another collection or by right-clicking ​collection and choosing "New Subcollection…"​. You can convert a subcollection into a top-level collection by dragging it out of the collection and dropping it into empty space in the left Zotero pane. 
 + 
 +You can drag collections between Zotero libraries in the left pane. If you have editing privileges for the destination library, the collection (and all of its items and subcollections) will be added to the destination library.
  
 ====Adding Items to Collections==== ====Adding Items to Collections====
  
-New items are automatically saved into the selected collection.+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.
  
-To assign ​existing items in your library to a collection, select them in the center ​column ​and drag them onto collection. By default, the items will be added to the new collection but won't be removed from the 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.
  
-To move items between collections ​instead of simply adding them to the new collectionpress and hold Cmd (OS X) or Shift (Windows/​Linux) ​and then drag the item onto a collection. ​Items can only be moved between collections;​ since "My Library"​ always shows all items (other than those in the trash)it's not possible to move an item from "My Library" to collection.+To //move// items between collections,​ hold down Cmd (Mac) or Shift (Windows/​Linux) ​when dragging items to the new collection. ​Remember that the "My Library" ​view always shows all items in your libraryso you cannot "move" ​items out of this view. To see only items that do not belong ​to any collection in your library, open the [[#​unfiled_items|Unfiled Items]] special ​collection.
  
 ====Renaming Collections==== ====Renaming Collections====
  
-Right-click on the collection ​(control-click on OS X), choose "​Rename Collection…"​, and provide the new name.+Right-click on the collection ​and choose "​Rename Collection…" ​to give a collection a new name. Collections are sorted alphabetically in your library. You can use punctuation marks to sort collections to the top of the list.
  
-====Removing ​Collections====+====Deleting ​Collections====
  
-Right-click on the collection ​(control-click on OS X) and choose "Remove ​Collection…"​. ​Removing ​a collection does not delete the items in the collection.+Right-click on the collection and choose "Delete ​Collection…" ​to remove a collection from your libraryDeleting ​a collection ​**does not delete** the items in the collection. Items are still accessible by clicking on My Library or the Group library name. 
 + 
 +Deleting a collection will also delete its subcollections (but not the items in them). 
 + 
 +To delete both the collection and its items, right-click on the collection and choose "​Delete Collection and Items…"​.
  
 ====Removing Items from a Collection==== ====Removing Items from a Collection====
  
-Select a collection and then select the items in the center column you wish to deletePress the Delete key on your keyboard to remove the items from the collection. You can also right-click the selected items and select "​Remove Item(s) from Collection"​. This only removes the items from the selected collection, not from "My Library"​ or any other collections.  ​+{{ remove_from_collection_contextmenu.png?​nolink&​200}}
  
-{{collections_and_tags:​removing_items.png?​nolink|Screenshot showing ​right-click ​remove ​selected items}}+Select a collection in the left Zotero pane, then select the items in the center pane that you want to remove from the collectionPress the Delete key to remove the items from the collection. You can also right-click ​the selected items and choose "​Remove Item(s) from Collection…"​. This only removes the items from the selected collection, not from "My Library"​ or any other collections.
  
-====Deleting Items====+To //delete// an item in a collection, select the items in the collection, right-click on them, and choose "Move Item(s) to Trash…"​. When "My Library"​ or a Group library name is selected in the left Zotero pane, pressing the Delete key will also move items to the trash. When a collection or subcollection is selected, press Cmd/​Ctrl-Delete to move the items directly to the trash.
  
-When "My Library" ​is selected, pressing the Delete key will prompt you to delete the item. Deleted items are moved to the Trash and removed from all collections.+====Identifying Collections an Item is In====
  
-{{collections_and_tags:​removing_items2.png?​nolink|Screenshot showing right-click menu option to delete items}}+To see all the collections an item is in, select the item and then hold down the Option (Mac), Control (Windows), or Alt (Linux) key. Keep the key pressed. After a brief delay, the collections containing the item will be highlighted.
  
-When a collection is selected, you can delete items by pressing Ctrl-Delete (Cmd-Delete on OS X). Alternatively,​ right-click (control-click on OS X) the selected items and choose "Move Item(s) to Trash…"​.+====Saved Searches====
  
-====Identifying Collections an Item is In====+[[searching#​saved_searches|Saved Searches]] are like smart collections. They automatically update to include all the items in your library that meet the search criteria. For example, you can create a "To Read" Saved Search with the criteria ''​Tag''​ ''​is not''​ ''​read''​. Then, opening the Saved Search will show you all of the items in your library that you haven'​t read yet (i.e., the ones without a "​read"​ tag). To mark an item as read, add the "​read"​ tag to it.
  
-To see all the collections an item is in, select the item and then hold down the Option (OS X), Control (Windows) or Alt key (Linux). Keep the key pressed. After a brief delay, this highlights all the collections that contain the item.+====Special Collections====
  
-====Unfiled Items====+===My Publications===
  
-Items that are not in any collection can be found in the "​Unfiled Items" folder found under "My Library"​. This folder can also be selected by right-clicking "My Library"​ and selecting "Show Unfiled Items".+{{ special_collections.png?​nolink}}
  
-{{collections_and_tags:​unfiled_items.png?nolink|Screenshot showing unfiled ​items icon}}+The [[My Publications]] special collection allows you to share your own research work (including items, notes, and attachment files) publicly with the worldDrag your publications to this collection to launch the My Publication wizard, which will allow you to select which notes, links, and files are shared. 
 + 
 +===Duplicate Items=== 
 + 
 +The [[duplicate_detection|Duplicate Items]] special collection shows items that Zotero has identified as potential duplicates. You can use this collection to review and merge duplicate items. For details on how duplicate detection works and how to merge duplicates, see [[duplicate_detection|here]]. 
 + 
 +===Unfiled Items=== 
 + 
 +Items that are not in any collection can be found in the "​Unfiled Items" special collection at the bottom of the collections list in the left Zotero pane. If "​Unfiled Items" collection is not visible, right-click on "My Library"​ or the Group library name and choose ​ found under "My Library"​. This folder can also be selected by right-clicking "My Library"​ and selecting "Show Unfiled Items"​. 
 + 
 +===Trash=== 
 + 
 +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 ==== ==== Recursive Collections ====
  
-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 "Open about:​config" ​from the Advanced pane of the 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 other instances of Zotero running ​elsewhere. Recursive collections are not currently available for the online library.+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]].
  
 =====Tags===== =====Tags=====
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 ====The Tag Selector==== ====The Tag Selector====
  
-{{ :​tag-selector-2.png?​nolink&​|}}+{{tag_selector.png?​nolink&​200 }}
  
-The tag selector is located at the bottom of the left column. It shows all the tags that have been attached ​to the items currently shown in the center ​columnexcluding ​items that don'​t ​match any current search. To show all the tags present in the library, click the multi-color button and select ​“Display All Tags in This Library”. Tags not attached ​to currently shown items are greyed out. By selecting ​one or multiple ​tags in the tag selector, only those items carrying ​the selected tags are shown in the center ​columnwhich may in turn further limit the tags shown. Clicking a selected ​tag again will deselect it. To deselect all tags at once, click the multi-color button and choose “Deselect All”.+The tag selector is located at the bottom of the left Zotero pane. It shows all the tags that have been assigned ​to the items currently shown in the center ​pane (i.e., items in the currently selected collection ​that match the current search). To show all of the tags present in the library, click the multi-color button ​in the lower-right corner of the tag selection ​and choose ​“Display All Tags in This Library”. Tags not assigned ​to currently shown items are greyed out. You can filter items by their tags by clicking on one more tags in the tag selector. Only items that have all of the selected tags will be shown in the center ​pane. As you apply filtersthe list of tags in the tag selector will be updated to show only the tags assigned to currently visible items. Clicking ​on a tag again will deselect it. To deselect all tags at once, click the multi-color button and choose “Deselect All”.
  
-The filter box at the bottom of the tag selector can be used to search tags. Type into the search box to see all tags that match. ​ To go back to viewing all the tags in the collection, press the X button or backspace to erase the text in the search box+{{ tag_actions_menu.png?​nolink&​400}}
  
-===Bulk Editing Tags===+The filter box at the bottom of the tag selector can be used to search for tags. Type in the search box to see all tags that match. ​ To go back to viewing all the tags in the collection, press the Escape key or click the "​X"​ button on the right.
  
-The tag selector allows tags to be globally renamed and deleted. To rename a tag across all items, right-click the tag (control-clicking on OS X) and choose "​Rename Tag…"​. To delete a tag from all items, right-click the tag and choose "​Delete Tag…"​. To assign a tag to multiple items at once, drag a selection of items from the center column onto a tag in the tag selector.+\\ 
 +\\
  
-{{collections_and_tags:​bulk_editing.png|Screenshot of right-click menu to edit tags}}+==== Adding Tags to Items ====
  
-==== Manually Adding ​Tags ====+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.  
 + 
 +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. 
 + 
 +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. 
 + 
 +{{ collections_and_tags:​manually_adding.png?​600 |Screenshot of adding a tag}} 
 + 
 +===Bulk Editing ​Tags===
  
-To add a tag to an item by hand, select an item in the center column. Then select the "​Tags"​ tab {{tags_tab.gif?nolink&​nocache}} in the right column and click the "​Add"​ button. Name the tag and press Enter. You can rename a tag by clicking on it, and delete it with the minus-button. Once you have added the tag it will also appear in the tag selector in the left column. ​+{{ tag_right_click.png?nolink}}
  
-{{collections_and_tags:​manually_adding.png|Screenshot of adding ​a tag}}+You can use the tag selector to globally rename and delete tagsTo rename ​a tag across all items it is assigned to, right-click the tag in the tag selector and choose "​Rename Tag…"​. To delete a tag from all items, right-click the tag and choose "​Delete Tag…"​. You can merge tags by renaming one to have the same name as the other.
  
 ==== Colored Tags ==== ==== Colored Tags ====
  
-Up to 6 tags can be assigned colors and numbers. Numbered tags can be quickly added or removed using the corresponding number keys on your keyboard. For further documentation see [[https://​zotero-manual.github.io/​tags/#​colored-tags|Colored Tags]].+{{colored_tags.png?​nolink&​350 }}
  
-====Automatic Tags====+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). ​
  
-When items are saved to a Zotero library via a web translatortags are sometimes automatically attachedFor exampleOPAC library catalogs provide subject headings for their recordswhich are saved as Zotero tags. Automatic tags behave the same as manually added tags.+You can assign a color to a tag by right-clicking on it and choosing "​Assign Color…"​ In the popup windowselect a color from the dropdown box and click "Set Color"You can remove a color from a tag by right-clickingchoosing "​Assign Color…"​and clicking "​Remove Color".
  
-{{ :​tag-selector-menu.png?​nolink&​|}}+{{ assign_colored_tag.png?​nolink&​375 }}
  
-Automatic tags can be hidden from the tag selector by clicking the multi-color button ​to the right of the tag selector'​s ​Filter field and deselecting ​"Show Automatic". To prevent Zotero from adding automatic tagsuncheck "​Automatically tag items with keywords ​and subject headings"​ in the "​General"​ tab of the Zotero [[preferences]]+Each colored ​tag is also assinged a number, corresponding ​to its position at the top of the tag selector. You can quickly add or remove a colored tag from selected items by typing the corresponding number key on your keyboard. You can change a colored tag'​s ​number by right-clicking on it, choosing ​"Assign Color…", and choosing a new position.
  
-{{collections_and_tags:automatic_tags2.png|Screenshot of preferences pane}}+Up to 9 tags can be assigned colors and numbers. For further documentation see [[https://​zotero-manual.github.io/​tags/#​colored-tags|Colored Tags]].
  
 +====Automatic Tags====
 +
 +{{ 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).
 +
 +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.
 +
 +==== Screencasts ====
 +| [[Collections Screencast|{{collections_200x148.gif?​nocache|}}]] | |
 +| Collections | |    ​
 +| [[Tags Screencast|{{tags_200x149.gif?​nocache|}}]] | [[Tag Selector Box Screencast|{{tagselector_200x149.gif?​nocache|}}]] |
 +| Tags | Tag Selector Box |    ​
collections_and_tags.txt · Last modified: 2017/12/01 19:46 by bwiernik