Differences

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--- reports [2012/05/06 12:05] – rmzelle
+++ reports [2019/12/02 17:02] (current) – dstillman
@@ Line 1: / Line 1: @@
-====== 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.
-{{http://www.zotero.org/static/images/support/report.png?640nocache}}
+{{:report.png?direct&600&nolink&|}}
-=====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 column and select "Generate Report from Selected Item(s)...". You can also right-click a collection in the left column and select "Generate Report from Collection".
+To create a report, right-click (ctrl-click on macOS) an item or a selection of items in the center pane and select "Generate Report from Selected Item(s)…". You can also right-click a collection in the left column and select "Generate Report from Collection".
 {{http://www.zotero.org/static/images/support/report_from_items.png?nocache&nolink}}
-=====Customizing Reports=====
+==== Sharing and Printing Reports ====
-Reports list every item metadata field for each item (if you want to remove some of the fields, try using Jason Priem's [[
+Reports can be saved by selecting "File -> Save…" in the File menu, and printed by selecting File -> "Print…".
-http://jasonpriem.com/projects/report_cleaner.php
-|Zotero Report Customizer]]).
+==== Working with and Searching Reports ====
+To copy text from a report, highlight the text and type Ctr/Cmd-C or select "Copy" from the "Edit" menu. Searching currently does not work in the Zotero Report Viewer. However, if you save a Report to your computer ("File -> Save…"), you can open it in your browser and search there.
 ==== Sort Order ====
-By default reports sort items alphabetically by title in ascending order. You can change the sort order by appending "?sort=" to the report's URL, followed by the item field(s) you would like to sort by. Use a comma to separate the different fields. To use a descending sort order, add "/d" after the field name. For example, a URL of a report that is first sorted by title in ascending order, and then by date in descending order looks like:
+By default reports sort items alphabetically by title in ascending order. Sorting within the Zotero report window is not currently possible ([[|see below]]. You can, however, customize the sort order for reports by generating them from a [[collections_and_tags#collections|Collection]] or [[searching#saved_searches|Saved Search]].
-<code>zotero://report/items/0_KKZSDPI2/html/report.html?sort=title,date/d</code>
-You can sort by the following fields:
-|?sort=title|?sort=firstCreator |
-|?sort=date| ?sort=accessed |
-|?sort=dateAdded  | ?sort=dateModified |
-|?sort=publicationTitle | ?sort=publisher |
-|?sort=itemType  |?sort=series |
-|?sort=type |?sort=medium |
-|?sort=callNumber  |?sort=pages  |
-|?sort=archiveLocation  |?sort=DOI |
-|?sort=ISBN |?sort=ISSN   |
-|?sort=edition | ?sort=url |
-|?sort=rights  | |
-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.
-=====Sharing Reports=====
+If you right-click on a collection or Saved Search in Zotero's left pane, then choose "Generate Report from Collection/Saved Search", Zotero will use the current sort order of the columns in the Zotero center pane for the report. To generate a report for an entire library, first make a Saved Search with the parameters: ''Title'' ''contains'' ''%'', then right-click on this Saved Search.
-====Saving Reports====
+==== Customizing Reports ====
-You can save a report in the same way that you would save any HTML document on the web. Select File-->"Save File As...", then specify where you would like to save the file.  You can then post your report on the web or email it to a colleague.
-====Printing Reports====
+It's not currently possible to customize which fields are included in Reports within Zotero itself, but there are [[plugins#zotero_reports|third-party options]] for doing so.
-You can print a report just like you would print any other HTML document that you view through your browser.  From the broswer's Main Menu, select File-->"Print."
-=====Advanced Uses For Reports=====
+==== Uses For Reports ====
-====Using reports to organize your notes====
+=== Reviewing Abstracts ===
+If you need to review a large number of papers' titles, authors, and abstracts (e.g., if you are conducting a systematic review using Zotero), reports can provide a convenient layout for reading the abstracts and writing notes in the margins.
-With reports, it's easy to organize your notes into an outline.
+=== Teaching ===
-By default, Zotero will group child notes in reports together under their parent items. To separate notes from their parent items, you'll need to change a hidden preference. Type "about:config" into Firefox's address bar, search for the "extensions.zotero.report.combineChildItems" setting in the list that comes up, and double-click it to toggle it to "false".  Child notes will now appear separately, making it easier for you to use Zotero as an outlining tool.
+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 interpreting their research items. Reports can also be a useful tool for discussing sources with students and guiding the research, organization, and writing process.
-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. Then select the notes, right-click/control-click on them, and select “Generate Report from Selected Items...” from the menu. A report should appear in the browser with each note you have selected. If you want, you can then print the report from your browser.
+=== Organizing Notes into Outlines ===
-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 goes into 10 or more sections.
+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 "extensions.zotero.report.combineChildItems" [[preferences/hidden_preferences|hidden preference]] to "false".
-If you are working with a great 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 "chapter one". Then create an advanced search for "item type" [is] "note" and "tag" [is] "chapter one". Now save the advanced search.  Right-click on your saved search and select "Generate Report from Saved Search...". This will create a report including only the notes tagged "chapter one".
+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 from them.
-====Using reports to search through your notes====
+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 "chapter one" or "methods". Then create an Advanced Search for "Item Type" "is" "Note" and "Tag" "is" "chapter one". Save the Advanced Search, then right-click the Saved Search and choose "Generate Report from Saved Search…". This will create a report including only the notes tagged "chapter one".
-Reports are a great way to search within your notes.  Although Zotero's basic and advanced search functions are robust enough to look at all the information in a collection, they are not as useful for examining long notes. Simply generate a report of the items that you want to search, and then use Firefox's built-in search features.  From the Firefox Main Menu, select Edit-->"Find in this page..." This will result in a search box at the bottom of your browser window that you can use to search through the displayed report. The Next and Previous buttons allow you to scroll through the report while the "Highlight all" button clearly marks all the times that the search term appears.
+==== 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/disabled_features|currently disabled]].
-====Using reports as a teaching tool====
+  * Sorting (but see the workaround [[#sort_order|above]])
+  * Searching (but see the workaround [[#working_with_and_searching_reports|above]])
+  * Copying from right-click menu (but see available methods [[#working_with_and_searching_reports|above]])
-The report feature can also be used as a way for teachers to track and assess students during the writing process.  With only a few clicks, a student can create a full report of their Zotero Library that includes information about when items were collected and how students are associating their items with notes and tags.  These reports can show the ways that students are relating their research items, and students can turn in these reports as documentation of their research process.  Teachers have found these comprehensive reports to be a useful way to peer into and encourage the composition process.