Biblioscape User Community

Categories is used as a tagging tool in Biblioscape. Although folders is the primary organizing tool in Biblioscape, categories is more flexible. Since a record can only exist in one folder, folders is best used to divide your records into big domains. There is no such limitation for categories. You can use categories to organize your records in many dimensions. The same record can be tagged by many categories. Click here to see a detailed comparison between folders and categories. All the basic features in categories module can be accessed from the categories pane on the right of each module. To ogranize your records by categories, you don't need the categories module. The categories pane on the right is all what you need to create, delete, edit, search, organize categories and tag records in other modules.

Create a category

Go to the categories pane by clicking on the Categories tab on the right. Click the right mouse button and select "New Category". Start typing to enter the category name, and press the Enter key once you are finished.

To create a child category, first select the category where the new child category will be created under. Click the right mouse button and select "New Child Category".

Delete a category

On the categories pane, select the category you want to delete, then click the right mouse button and select "Delete Category". You will be prompted "Do you want to remove the deleted category from all the records that are tagged with it?". If you click Yes, this category will be removed from all the records that have been tagged with it. If you click No, only the category itself will be put into the Recycle bin, while it will still remain as a tag in all those records. You can delete more than one category at once by selecting multiple categories first.

Rename a category

To rename an existing category, select the category you want to rename, and click the category again. The selected category’s name will be changed into edit mode; you can then type in the new name and press the Enter key.

Move category left

You can select a category item and drag it around, but it is not possible to move it to the root level in this way. To do this, click the right mouse button and select 'Move Folder Left".

Set category color

You can assign a color to the select category by clicking the right mouse button and select "Color". A sub-menu will appear. You can then chose a color from the list.

Once you have assigned a color to a category, all the records that have been tagged with this category will be shown in this color in the colored category column.

Expand and collapse the categories tree

You can expand a categories tree by clicking on the "+" button, or by pressing the right arrow key. You can collapse a categories tree by clicking on the "-" button, or by pressing the left arrow key. To expland all the sub-trees, click the right mouse button and select "Expand All". To collapse all the sub-trees, click the right mouse button and select "Collapse All".

Search tagged records

• Single selection: When you click on a category item, all records that have been tagged with this category will be automatically retrieved.
• Multiple selection with OR: When you hold down the Ctrl key and select more than one categories, Biblioscape will retrieve all records that are tagged with each selected category. In other words, the "OR" operator is applied between each selection.
• Multiple selection with AND: When you hold down the Alt key first, then hold down the Ctrl key, and select more than one categories, Biblioscape will retrieve only those records are tagged by all selected categories. In other words, the "AND" operator is applied between each selection.