Since the Categories module can be used as a tagging tool for all records, Biblioscape includes a "Categories" tab for modules including references, notes, tasks, and charts. If the Categories module is just used as a tagging tool, there is no need to go to the Categories module to add, edit, and delete a category. You can do it inside the "Categories" tab of other modules.
Categories tab
On the search pane of a Biblioscape module, click the "Categories" tab. First select which categories folder you want to open using the combo box at the top. Click the right mouse button and select of the the following commands.
- New Category: A new category will be created in the categories tab. You can then type the category name and press the Enter key.
- New Child: A new category will be created as the child category of the current selection.
- Move Category Up: You can re-arrange category position by drag and drop. But it is not possible to move a category to the root level by drag and drop. This command is added for this purpose.
- Open Category: Open the current selection in a category editor window.
- Delete Category: Delete the currently selected categories. The deleted categories will be put into the Recycycle bin.
- Run Search: Retrieve all records that are tagged with the currently selected category.
Categories module
Click a category folder on the folder pane to go to the categories module. When you select a category, all records tagged with the selected category will be shown on the "Categories" tab on the right.
- Create a category: Click the menu command "Categories | New Category" to add a new category at the same level as the currently selected one. To add a child category, click the right mouse button and select "New Child".
- Edit a category: Double click a category to open it in the category editor window.
- Delete a category: Select categories you want to delete and click menu command "Categories | Delete" or press shortcut key Ctrl+D.
- Print categories: Click menu command "File | Print" will print out all categories in the current list in a table view.