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# ![ZoteroTag](addon/chrome/skin/default/zoterotag/favicon.png)Zotero Tag | ||
# ![Actions and Tags for Zotero](addon/chrome/content/icons/favicon.png)Actions and Tags for Zotero | ||
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_One add-on to rule Tags all._ | ||
Manage all your Tags in one [Zotero](https://www.zotero.org/) add-on. | ||
[![zotero target version](https://img.shields.io/badge/Zotero-7-green?style=flat-square&logo=zotero&logoColor=CC2936)](https://www.zotero.org) | ||
[![Using Zotero Plugin Template](https://img.shields.io/badge/Using-Zotero%20Plugin%20Template-blue?style=flat-square&logo=github)](https://github.com/windingwind/zotero-plugin-template) | ||
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- Automatically add `/unread` tag for new items and remove `/unread` after read | ||
- Support batch processing with tags | ||
- Manage tags with custom rules | ||
- Export tags to CSV file | ||
- Import tags from CSV file | ||
_Action it, tag it, sorted._ | ||
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# Quick Start Guide | ||
## 🧩 Outline | ||
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## Install | ||
[🧐 What is this?](#-what-is-this) | ||
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[👋 Install](#-install) | ||
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[😎 Quick start](#-quick-start) | ||
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[🔧 Development](#-development) | ||
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[🔔 Disclaimer](#-disclaimer) | ||
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[🔎 My Zotero Plugins](#-my-zotero-plugins) | ||
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[💰 Sponsor Me](#-sponsor-me) | ||
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[🫶 Sponsors](#-sponsors) | ||
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## 🧐 What is this? | ||
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_Actions & Tags_ (AT), also known as _Zotero Tag_, is a plugin for [Zotero](https://zotero.org). | ||
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AT can help you: | ||
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- Automatically tag items with our [actions](), triggered by Zotero events or user-defined shortcuts | ||
- Automate your workflow with custom scripts! | ||
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## 👋 Install | ||
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- Download the latest release (.xpi file) from the [Releases Page](https://github.com/windingwind/zotero-tag/releases) | ||
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<details style="text-indent: 2em"> | ||
<summary>More Versions</summary> | ||
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- [Latest Stable](https://github.com/windingwind/zotero-tag/releases/latest) | ||
- [v1.0.4](https://github.com/windingwind/zotero-tag/releases/tag/1.0.4) (last for Zotero 6) | ||
- [v0.8.9](https://github.com/windingwind/zotero-tag/releases/tag/0.8.9) (last with auto-insert, tag-insert, math-ocr, for Zotero 6) | ||
- [All Releases](https://github.com/windingwind/zotero-tag/releases) (including Beta) | ||
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</details> | ||
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_Note_: If you're using Firefox as your browser, right click the xpi and select "Save As.." | ||
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- Download the latest release (.xpi file) from the [Releases Page](https://github.com/windingwind/zotero-tag/releases) | ||
_Note_ If you're using Firefox as your browser, right click the xpi and select "Save As.." | ||
- In Zotero click "Tools" in the top menu bar and then click "Addons" | ||
- Go to the Extensions page and then click the gear icon in the top right. | ||
- Select Install Add-on from file. | ||
- Browse to where you downloaded the .xpi file and select it. | ||
- Restart Zotero, by clicking "restart now" in the extensions list where the plugin is now listed. | ||
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## Usage | ||
## 😎 Quick start | ||
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Once you have the plugin installed simply, right click any item in your collections to add/remove tags in batch. | ||
This plugin is designed to be easy to use. Start in **1 minutes**! | ||
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![right-click](imgs/readme-settings-rightclickmenu.png) | ||
### Getting started with example: `unread` | ||
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Auto-tag settings can be found in the Preference menu. | ||
We have prepared a simple example for you to get started. The example is called `unread`, which will tag the item with `unread` when you add it to the library (create, import, or from zotero-connector) and remove the tag when you close the item. | ||
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## Settings | ||
Steps: | ||
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### Tag Rules | ||
- Have this plugin installed and download a paper into your Zotero client. | ||
- The newly added item is tagged with `/unread`! | ||
- Open the item and read it. | ||
- Close the item and the tag is removed! | ||
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Use rules to control your tag strategies: Menu->Edit->Preferences->Zotero Tag->Rules | ||
> Don't know where to find the tag? Check the "Tags" tab in the right panel. See also [Zotero Doc:adding tags to items](https://www.zotero.org/support/collections_and_tags#adding_tags_to_items) | ||
Assign tag groups to different events: item add/open/close...; | ||
### Colorize your tags | ||
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Split tags by ','(comma) and manage them in one rule; use prefix '~~' for tags to remove; | ||
You can colorize your tags by assigning a color to the tag in the tag selector. See [Zotero Doc:colored tags](https://www.zotero.org/support/collections_and_tags#colored_tags) for more details. | ||
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**Example:** | ||
tag newly added items `/unread` and remove the unread tags when you close the item's attachments: | ||
Use cases: | ||
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| tags | action | | ||
| ------- | ------------------------------- | | ||
| /unread | add tags when creating new item | | ||
| /unread | remove tags when closing item | | ||
- Assign a color to the `/unread` tag so that you can easily find the unread items in your library. | ||
- Assign colors to the `⭐️`, `⭐️⭐️`, `⭐️⭐️⭐️`, ... tags so that you can easily sort the items by their importance. | ||
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**Example:** | ||
use prefix `~~` for tag to remove. | ||
### Create your own actions | ||
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- `~~remove` | ||
Now that you have learned how to use the example, you can create your own actions! | ||
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**Example:** | ||
conditionally add/remove tags, depending on an existing tag. | ||
Steps to open the list of actions: | ||
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- `'dead[!water]'` if tag `water` does not exists, add/remove tag `dead`. | ||
- `'light[sun]'` if tag `sun` exists, add/remove tag `light`. | ||
- Open the settings (aka. preferences) page of this plugin. See [Zotero Doc:preferences](https://www.zotero.org/support/preferences) for more details. | ||
- Click the "Actions & Tags" tab. | ||
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![rules](imgs/readme-settings-rule.png) | ||
Now you can see a list of actions. | ||
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### Shortcut Keys | ||
Ways you can play with the actions: | ||
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Alt+(1-9) for adding/removing tags | ||
- Click the "+" button to add a new action. | ||
- Select and click the "✎" button or double-click a row in the list to edit an action. | ||
- Select and click the "-" button to delete an action. | ||
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![rules](imgs/readme-settings-shortcuts.png) | ||
### Action settings | ||
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### Colorize Tags for Better Experience | ||
An action has the following settings: | ||
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[Colorize Guide](./docs/tag-color.md) | ||
- **Event**: The event that triggers the action. | ||
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### Rate Items with Stars | ||
<details style="text-indent: 4em"> | ||
<summary>Show supported events</summary> | ||
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[Setting Guide](./docs/item-star.md) | ||
| Event | Description | | ||
| ------------------ | -------------------------------------------------------- | | ||
| `createItem` | Triggered when an item is created. | | ||
| `openFile` | Triggered when an item is opened. | | ||
| `closeTab` | Triggered when an item is closed. | | ||
| `createAnnotation` | Triggered when an annotation is created. | | ||
| `createNote` | Triggered when a note is created. | | ||
| `appendAnnotation` | Triggered when an annotation is appended to target item. | | ||
| `appendNote` | Triggered when a note is appended to target item. | | ||
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![image](https://user-images.githubusercontent.com/33902321/159643528-9eb77420-9c93-4244-b6e5-f9720af7698e.png) | ||
</details> | ||
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### Manage Tags Manually | ||
- **Operation**: The operation that the action will perform. | ||
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- Right-click on items/collection/library | ||
- Click 'Manage Tags' | ||
<details style="text-indent: 4em"> | ||
<summary>Show supported operations</summary> | ||
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![Manage Tags](./imgs/readme-manage-tags.png) | ||
| Operation | Description | | ||
| -------------- | ------------------------------------------------------------------------------ | | ||
| `addTag` | Add tag(s) to the target item. | | ||
| `removeTag` | Remove tag(s) from the target item. | | ||
| `toggleTag` | Add tag(s) to the target item if it doesn't have the tag, otherwise remove it. | | ||
| `customScript` | Run a custom script. | | ||
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**Add/Remove Tags** | ||
</details> | ||
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Enter tags (split by `,`) and press OK. | ||
- **Data**: The action data. For tag operations, it's tags separated by comma. For custom script, it's the script code. | ||
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**Check Rarely-Used Tags** | ||
> Click `⤤` in the edit action popup to open editor for multi-line data. | ||
Click 'Rarely-Used Tags' and enter the threshold $N$. Tags in selected collection will be counted and those used less than $N$ times will be put into the input box and your clipboard. | ||
- **Shortcut**: The shortcut that triggers the action. Leave it empty if you don't want to use a shortcut. | ||
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**Export Tags** | ||
> Click shortcut button in the edit action popup to record custom shortcut from keyboard. | ||
Click 'Export Tags'. If you want to also export all tags in sub-collections, please check 'Include Sub-Collections'. | ||
- **Enabled**: Whether the action is enabled. Uncheck it to disable the action. | ||
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The CSV file columns are: tag, count, item name, item id. | ||
### Custom script | ||
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**Import Tags** | ||
> ⚠️ **Warning**: Custom script is a powerful feature. It can do anything that you can do in the Zotero client. Use it with caution! | ||
Import tags from CSV file and apply them to all items in current collection/library. | ||
You can run custom script with the `customScript` operation. The script will be executed in the context of the Zotero client. You can use the following variables in the script: | ||
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The CSV file columns must be: | ||
- `item`: The target item. Might be `undefined` if the action is triggered by an event that doesn't have a target item, e.g. shortcut in the Zotero client without selecting an item. | ||
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- Mode (`+` for add, `-` for remove, and `=` for replace) | ||
- Target tag. | ||
- Matched tags, split with `,`. If one item has one of these tags, the target tag will be added to it (add mode)/be removed from it (remove mode)/replace the matched tags (replace mode) accordingly. If matched tags is empty, then all items will be matched. | ||
<details style="text-indent: 4em"> | ||
<summary>Examples with item</summary> | ||
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Do not need a heading line. | ||
- Get the title of the item: `item.getField('title')`. More details of the available fields can be found in [Zotero:item fields](https://api.zotero.org/itemFields?pprint=1) | ||
- Get the tags of the item: `item.getTags().map(tag => tag.tag)` | ||
- Add a tag to the item: `item.addTag('tag')` | ||
- Remove a tag from the item: `item.removeTag('tag')` | ||
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Example CSV file content: | ||
</details> | ||
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```csv | ||
+,/unread,/new | ||
-,toremove, | ||
=,BIM,building information modeling,Building Information Modeling (BIM) | ||
=,this is comma($COMMA$),$COMMA$ | ||
``` | ||
- `require`: The `require` function to import global variables. Use `const window = require('window')` to import the `window` variable. | ||
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<details style="text-indent: 4em"> | ||
<summary>Examples with require</summary> | ||
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- Get selected items: `const selectedItems = require('ZoteroPane').getSelectedItems()` | ||
- Get the item of current tab: | ||
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```js | ||
const Zotero = require("Zotero"); | ||
const Zotero_Tab = require("Zotero_Tab"); | ||
const itemID = Zotero_Tabs._tabs[Zotero_Tabs.selectedIndex].data.itemID; | ||
const item = Zotero.Items.get(itemID); | ||
``` | ||
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Explanation for Each Line: | ||
</details> | ||
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1. Items with tag `/new` will be tagged `/ unread` | ||
2. All items will be untagged `toremove`. | ||
3. The `building information modeling` and `Building Information Modeling (BIM)` tags will be replaced by `BIM`. | ||
4. The `,` tag will be replaced by `this is comma(,)`. Commas in tags should be replaced by `$COMMA$` in the input CSV file. | ||
## 🔧 Development | ||
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## Building | ||
This plugin is built based on the [Zotero Plugin Template](https://github.com/windingwind/zotero-plugin-template). See the setup and debug details there. | ||
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This addon is created based on the [Zotero addon template](https://github.com/windingwind/zotero-pdf-translate#development). | ||
To startup, run | ||
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```shell | ||
git@github.com:windingwind/zotero-tag.git | ||
```bash | ||
git clone https://github.com/windingwind/zotero-tag.git | ||
cd zotero-tag | ||
npm install | ||
# Only build a .xpi | ||
npm run build | ||
# Release to github | ||
npm run release | ||
``` | ||
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## Disclaimer | ||
The plugin is built to `./builds/*.xpi`. | ||
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## 🔔 Disclaimer | ||
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Use this code under AGPL. No warranties are provided. Keep the laws of your locality in mind! | ||
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## 🔎 My Zotero Plugins | ||
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- [Preview for Zotero](https://github.com/windingwind/zotero-pdf-preview): PDF preview for Zotero | ||
- [Better Notes for Zotero](https://github.com/windingwind/zotero-better-notes): Everything about note management. All in Zotero. | ||
- [Translate for Zotero](https://github.com/windingwind/zotero-pdf-translate/): Translate PDF, EPub, webpage, metadata, annotations, notes to the target language. Support 20+ translate services. | ||
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## 💰 Sponsor Me | ||
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I'm windingwind, an active Zotero(https://www.zotero.org) plugin developer. Devoting to making reading papers easier. | ||
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Use this code under AGPL License. No warranties are provided. Keep the laws of your | ||
locality in mind! | ||
Sponsor me to buy a cup of coffee. I spend more than 24 hours every week coding, debugging, and replying to issues in my plugin repositories. The plugins are open-source and totally free. | ||
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Part of the code of this repo refers to other open-source projects within the allowed scope. | ||
If you sponsor more than $10 a month, you can list your name/logo here and have priority for feature requests/bug fixes! | ||
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- zotero-scihub | ||
- Jusminum | ||
## 🙌 Sponsors | ||
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## My Other Zotero Add-ons | ||
Thanks | ||
[peachgirl100](https://github.com/peachgirl100), [Juan Gimenez](), | ||
and other anonymous sponsors! | ||
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- [zotero-pdf-preview](https://github.com/windingwind/zotero-pdf-preview): PDF preview for Zotero | ||
- [zotero-better-notes](https://github.com/windingwind/zotero-better-notes): Everything about note management. All in Zotero. | ||
- [Zotero-pdf-translate](https://github.com/windingwind/zotero-pdf-translate/): PDF translation add-on for Zotero 6 | ||
If you want to leave your name here, please email me or leave a message with the donation. |
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pref-title = Rules | ||
pref-title = Actions | ||
pref-help = { $name } Build { $version } { $time } | ||
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pref-title = 规则 | ||
pref-title = Actions | ||
pref-help = { $name } Build { $version } { $time } | ||
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