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reports [2012/05/07 14:07] – [Using reports to organize your notes] rmzelle | reports [2019/12/02 08:56] – Shorten text about customization and add link to report customization plugins on plugin page andersjohansson | ||
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- | **Note**: Zotero Standalone currently opens reports in a window without address bar or right-click menu, which means that several features on this page can not be used. | + | ===== Reports ===== |
- | + | ||
- | ====== Reports | + | |
Reports are simple HTML pages that give an overview of the item metadata, notes, and attachments of the selected items. You can print them, post them to the web, and email them. | Reports are simple HTML pages that give an overview of the item metadata, notes, and attachments of the selected items. You can print them, post them to the web, and email them. | ||
- | {{http:// | + | {{: |
- | =====Generating Reports===== | + | ==== Generating Reports ==== |
- | To create a report, right-click (ctrl-click on OS X) an item or a selection of items in the center | + | To create a report, right-click (ctrl-click on macOS) an item or a selection of items in the center |
{{http:// | {{http:// | ||
- | =====Customizing | + | ==== Sharing and Printing |
- | Reports | + | Reports |
- | http://jasonpriem.com/ | + | |
- | |Zotero Report | + | ==== Working with and Searching Reports ==== |
+ | To copy text from a report, highlight the text and type Ctr/Cmd-C or select " | ||
==== Sort Order ==== | ==== Sort Order ==== | ||
- | By default reports sort items alphabetically by title in ascending order. | + | By default reports sort items alphabetically by title in ascending order. |
- | + | ||
- | < | + | |
- | + | ||
- | You can sort by the following fields: | + | |
- | |?sort=title|? | + | If you right-click on a collection or Saved Search in Zotero' |
- | |? | + | |
- | |? | + | |
- | |? | + | |
- | |? | + | |
- | |?sort=type |? | + | |
- | |? | + | |
- | |? | + | |
- | |?sort=ISBN |? | + | |
- | |? | + | |
- | |? | + | |
- | When a report is generated from a collection rather than from items selected in the center column, Zotero by default uses the order in which the items are shown in the center column. | + | ==== Customizing Reports ==== |
- | =====Sharing | + | It's not currently possible to customize which fields are included in Reports |
- | You can save reports like any other webpage by selecting "Save Page As..." in the File menu of Firefox, and print it by selecting File --> " | + | ==== Uses For Reports ==== |
- | =====Uses For Reports===== | + | === Reviewing Abstracts |
+ | If you need to review a large number of papers' | ||
- | ====Searching Notes==== | + | === Teaching |
- | While you can search through | + | Reports |
- | Simply generate a report of the items you want to search. Select Edit --> " | + | === Organizing Notes into Outlines === |
- | ====Organizing Notes into Outlines==== | + | While Zotero has not been designed to be an outlining tool, you can create outlines from notes. By default, reports list child notes together with their parent items. To include child notes in your outline and separate them from their parent items, change the " |
- | While Zotero has not been designed | + | Then, to build your outline, add an outline number at the beginning of each note you want to include, e.g. 1.1, 1.2, 2.1. Select the notes in Zotero, then right-click and generate a report |
- | Then, to build your outline, add an outline | + | If you are working with a large number of notes and you do not want to manually select each one, Tags and Advanced Searches can make life easier. First, tag each note with a description, such as " |
- | *Note*: Because 10.0 will sort before 6.0, make sure to insert the appropriate number of zeroes (e.g., 06.0) if your outline consists of 10 or more sections. | + | ==== Disabled Features ==== |
+ | Zotero 5.0 opens reports in a window without an address bar or a right-click menu. As a result, several features that were previously available in Zotero for Firefox are [[reports/ | ||
- | If you are working with a large number of notes and you do not want to manually select each one, tags and advanced searches can make life easier. First tag each note with a description, | + | * Sorting (but see the workaround |
- | ====Teaching==== | + | * Searching (but see the workaround [[# |
+ | * Copying from right-click | ||
- | Reports can also be used in teaching to track and assess students during the process of collecting information and writing. Reports show when items were collected, how students associate their items with notes and tags, and how students are relating their research items, and can be a useful tool to peer into and encourage the composition process. |