Once you have added the categories, they can be used to tag records including references, notes, tasks, and charts. The easiest way to tag records is by using drag and drop. For an individual record, you can display the categories tree on the right pane and tag the record by checking relevant categories. You can also type categories directly into the Categories field.
Tag records by drag and drop
First, select the records you want to tag. Hold down the Ctrl key to select more than one record. On the right, click the "Categories" tab and open the categories folder that contains the categories you want to use. Then, drag and drop the selected records to a category item. If you want to tag those records by more than one category, you can drag and drop the selected records again to another category item.
Tag records by typing
If you are the kind of computer user who doesn't like to use the mouse and prefers using the keyboard instead, you can click the shortcut Ctrl+G to execute the menu command "Categorize..." when you are in the references, notes, tasks, or charts module. In the "Categories" Window, start typing the tags you want to use. As you type, Biblioscape will display the closest match above the categories box. Press the Enter key to add the suggested category as one of the tags. This will save some typing and assure a consistent set of tags are used. When there is no suggested category displayed, pressing the Enter key will close the Window.
The categorize window looks different when there is only one record selected vs when there are multiple records selected. When there is only one record selected, the categories box will display all the categories assigned to that record. When there are several records selected, the initial categories box will be blank. After adding new categories as tags, you can click the "Add" button to assign the tags to all the selected records. Or, you can click the "Remove" button to delete the tags from all the selected records.
Categorize a single record
Categorize multiple selected records
Tag a single record
When you open a reference, note, task, or chart record in its own window, you can click on the "Categories" tab on the right to see what categories the record has been assigned to. If a category has been assigned to the record, it will be checked in the check box column. You can check additional categories to tag the record. You can uncheck a category to remove it from the categories field of the record.
Users are allowed to enter a category into the categories field at the bottom directly. Individual categories should be separated by "; ". If you enter a category this way, the new category will be added to the "New categories" folder by default. If you don't want the directly added tags to be added to the "New Categories" folder, go to the "Tools | Options" window. Go the "Others" tab and check off the box "Automatically add categories in the "New Categories" folder if they do not exist in the current database".