128 lines
3.7 KiB
Markdown
128 lines
3.7 KiB
Markdown
# Knowledge for Zotero User Guide: Workflow
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Welcome to **Knowledge for Zotero** !
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This note helps you quickly learn how to use this addon in 3 min!
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Let's start now.
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## 1 What is Knowledge
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Knowledge is an extension of Zotero's built-in note function.
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Zotero's note is much like a markdown/rich-text editor. You can edit the format with the tools above⬆️.
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### 1.1 Workspace Window
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The knowledge workspace window contains an outline area(left side⬅️), the main note area, and the preview area(right side➡️).
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Open workspace by clicking the 'Open Workspace' line above the 'My Library' line in Zotero main window. Alternatively, open it with the '🏠home' button on the top-left of note editors.
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### 1.2 Main note
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This addon uses a Zotero note item as the main note. It will show up on the main area of the workspace window.
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All links will be added to the main note.
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Change the main note with the '📂folder' button on the bottom of the outline area(left side⬅️).
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## 2 Gather Ideas to Main Note
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### 2.1 From Note
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Select a note outside the workspace window(in Zotero items view or PDF viewer), you may realize a button with the addon's icon on the top of the note editor toolbar.
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Click it, the current note link will be inserted into the main note's cursor position;
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Select a heading, the note's link will be inserted into the end of this heading.
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> **💡 Try it now!**
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>
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> Open a PDF and open/create a note(in the right side bar of PDF viewer). Add a link below.
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#### 2.1.1 INSERT HERE
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You can insert the link here.
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### 2.2 From Annotation
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You can find a button with the addon's icon on every annotation(in the left sidebar of PDF viewer).
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Click it, and a new note with this annotation will be created under the PDF item. You can also add the link to the main note in the note editor.
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> **💡 Try it now!**
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>
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> Open a PDF and open/create an annotation(in the left sidebar of PDF viewer). Add a link.
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## 3 Check Linked Notes in Workspace Window
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### 3.1 View Linked Notes
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Suppose you have added a lot of links to the main note. Now, it's time to view what you've got.
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Go back to the workspace window.
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Click links, the linked note will show up in the preview area(right side➡️).
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> **💡 Try it now!**
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>
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> Open a note link.
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### 3.2 View Linked Note's PDF
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Click the '📄PDF' button on the top-left of the preview area.
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> **💡 Try it now!**
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>
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> Open a linked note's PDF.
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## 4 Outline Mode
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Switch the outline mode with the '📊mode' button on the bottom of the outline area.
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> **💡 Try it now!**
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>
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> Try different outline modes.
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## 5 Export
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Click the '⬆️export' button on the top-right of the main note area. Choose a format to export, e.g. MarkDown.
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If you are using MS Word/OneNote, export to clipboard and paste there.
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> **💡 Try it now!**
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>
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> Export this main note!
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## 6 Start a New Job
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After the export, you may want to start a new job with a new empty main note.
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Create a note and right-click to set it as the main note, or just create a new main note.
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Switch between different main notes with the '📂folder' button on the bottom of the outline area.
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> **✨ Hint**
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>
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> Create a new collection and save all main notes there is the best way to manage them.
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> The user guide should have done this for you.
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Congratulations!
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You can select a new main note and start working with **Knowledge for Zotero** now. Have fun!
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