Searching, filtering and selecting
In short: Use the search box at the top of the Library list to find publications, Advanced options to choose which fields to search and how to match, and Filters to narrow by tag, year, author or abstract. Tick publications, or use Shift-click and Ctrl-click, to select many. The panel on the right then offers Cite these N publications, folder filing, Copy to another project and Remove from corpus.
Search the library
- Open the project's Library tab.
- Type in the search box. The list updates as you type. If a folder is open, only that folder is searched.
- To clear the search, click the clear button in the box.
Advanced search options
Click the Advanced configuration button at the right of the search box:
| Option | Choices |
|---|---|
| Search in | Title, Authors, Journal, Tags, Alias. Turn each on or off. |
| Match | Contains (anywhere in the text), Exact (the whole field), Whole word |
| Case sensitive | Tick to match upper and lower case exactly |
Filter the list
- Click Filters.
- Click one filter type, then set it:
| Filter | Settings |
|---|---|
| Tags | Type part of a tag ("Tag contains…"), then choose Has tag or Excludes |
| Date range | Publication year From and To |
| Authors | Type part of an author's name ("Author name contains…") |
| Abstract | Available or Not available |
One filter type applies at a time. Click the active type again to turn filtering off. Filters combine with the search box and the open folder.
Change the view
Click the View options button and choose Comfortable or Compact rows.
Each row shows the title, authors, year and journal, plus an Open access or Retracted badge where it applies. If you gave a publication an alias, it appears before the title.
Select publications
| To | Do this |
|---|---|
| Open one publication's details | Click the row, or press Enter or Space on it |
| Select one | Tick its checkbox |
| Add or remove one from the selection | Ctrl + Click (Cmd + Click on a Mac) |
| Select a range | Shift + Click the last row of the range |
| Sweep-select | Hold Shift or Ctrl and drag across rows |
| Extend the selection with the keyboard | Shift + ↑ or Shift + ↓ |
| Move between rows | ↑ / ↓ |
| Scroll the list without zooming the page | Ctrl + mouse wheel |
While publications are selected, the right-hand panel shows the selection actions instead of one publication's details.
Act on a selection
When anything is selected, the right-hand panel shows "N selected" and these actions:
| Action | What it does |
|---|---|
| Cite these N publications | Opens the cite dialog for the selection, up to 200 at a time. See Citations and reference styles. |
| Select all / Deselect all | Selects or clears every publication currently listed |
| Copy to folder / Move to folder | Files the selection in a folder. It reads Move when you're viewing one of your own folders. See Folders. |
| Copy to another project | Adds the selection to another project's corpus. Publications already there are skipped. |
| Remove from "folder" | Unfiles the selection from the open folder. They stay in the corpus. |
| Unsave | Takes the selection out of My references. They stay in the corpus. |
| Remove from corpus | Removes the selection from the project. Asks first. Can't be undone. |
Click the clear button next to "N selected" to drop the selection. Right-clicking a selected row opens a shorter menu with the same cite, folder, copy and unsave actions.
You can also drag a selection onto a folder in the sidebar.
Copy to another project
- Select the publications.
- Click Copy to another project and pick a project from "Copy to project".
- In "Copy N publications to "project"?", click Copy.
"Copied N publications to "project"." confirms it, with a count of any that were already there.
Troubleshooting
- "No publications match your search or filters." Click Clear to reset the search and filters.
- "Cite up to 200 publications at a time — N are selected." Select fewer, then cite in batches.
- "No other projects to copy into." You need another project first.
- "No folders yet — create one in the sidebar." Create a folder before filing. See Folders.
- "Couldn't load publications" Click Try again.
FAQ
Can I search inside abstracts or full text?
The library search covers title, authors, journal, tags and alias. To keep only publications whose title or abstract contains a phrase in a map, use a Title / abstract contains filter in a corpus slice.
Does the library search support AND, OR or quotation marks?
No. Use the advanced options (Match and Search in) to make the search stricter, and Filters to narrow further.
Can I combine the Tags and Date range filters?
Not at the same time. One filter type applies at once, combined with the search box and the open folder.
How do I select every publication in a folder?
Open the folder, select one publication, then click Select all in the panel on the right.