Organizing projects

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Using "Containers"

project_container

When you create a new database, there are 4 top level branches with yellow icons created automatically. They are "Places", "Folders", "Collections", and "Smart Collections". These are called "Container" items. They are used to organize folders, collections, and smart collections. For example, you may create two containers, one called "Work" and the other called "Personal". All your references folders and notes folders about your work are under the container "Work", while all references and notes folders about your hobby projects are under the "Personal" container. Some users may have one container about research and another one about teaching. Containers should be created with caution. In the physical world, a container is like a file cabinet. A file cabinet can have many folders. You may only have a few file cabinets designated to store all your research information objects.

Filtering projects

project_filter

If you have a lot of items in the project pane, displaying all of them could be visually messy. You can use the projects filter to display only some project items. There are several pre-built filters like "References Only" to display only containers and references projects.

 

project_filterEdit

To modify an existing project filter or add a new one, Click "File | Project | Project Filters". When you select a filter, its conditions are displayed at the bottom. To add a new filter, click the black "+" button at the top. To add a condition, you can click the blue "+" button at the bottom or click the grayed text "Click here to add condition". First, click the field name in red and select a field name. The field names are self explanatory. Next, click the operator text next to the field name. Then, enter the search text by clicking the "?". You can click the logical operator at the end of each condition and chose from "and" and "or". Once you have finished adding filter conditions, you can click the icon_blue_refresh button to apply changes and to view the result live. Once you are satisfied with the filter, click the "Close" button.

Open multiple projects of the same type

project_openMultiItems

In Biblioscape, you can open several project items at the same time, but the project items have to be the same type. For example, if the first opened item is a references folder, you can hold down the Ctrl key and click another references folder, collection, or smart collection, but you cannot click a notes folder. After each click, Biblioscape will display the combined records of your selections. For example, if you click a folder with 90 records and click another folder with 37 records, the total records will be 127. But, if you click a collection that has 13 records, and click another collection with 4 records, the total number of records may not be 17 because for collections and smart collections, a record may appear in several collections. The total number of records from your multiple selections will be the combination of unique records.

 

If you want to find only those records that appear in all the selections, you can first hold down the Alt key, then hold down the Ctrl key and use the mouse to click a collection or smart collection. Only records residing in both collections will be shown. Since a record can only reside under one folder, this feature will not be useful if you select multiple folders. It will be a very handy tool for collections and smart collections.

     

Each circle represents a selection (folder, collection, smart collection)

Each circle represents a selection (folder, collection, smart collection)

Hold down the Ctrl key to get the combined unique records among 3 selections (blue)

Hold down the Ctrl key to get the combined unique records among 3 selections (blue)

Hold down the Alt+Ctrl keys to get records that reside in all 3 selections (orange)

Hold down the Alt+Ctrl keys to get records that reside in all 3 selections (orange)

Placement of a smart collection

A smart collection is just another name for a saved query. In Biblioscape, the placement of a smart collection matters. If you put it under a "container", a smart collection will retrieve all the records that satisfy the saved query. If you put a smart collection under a folder or another smart collection, it will retrieve only those records that satisfy its own query conditions, plus the query conditions of its parent. For example, if you have a smart collection to retrieve all the references that are marked, and you put this smart collection under a folder, it will only retrieve all marked references under that folder. When used cleverly, this feature can save query building time. You can have well designed smart collections and re-arrange them to form new queries. In Biblioscape, this feature is not turned on by default. You can turn it on by going to the "Help | About" window. On the "General Display" tab, check the box "Smart collection inherits parent properties".

folder_smartCol_inherit