Notes & Favorites
Add personal notes to references and star favorites for quick access. These features help you build context around your research and prioritize important sources.
Personal Notes
Notes are private annotations attached to references. Only you can see your notes.
Adding Notes
- Open any reference (click title)
- Scroll to Personal Notes section
- Type in the text area
- Notes save automatically
What to Note
Key quotes:
"The findings suggest a significant correlation..." (p. 42)
Your thoughts:
Methodology seems sound but sample size is small.
Relevant to Chapter 3 of my thesis.
To-do items:
- Follow up on citation #23
- Compare with Smith (2019)
- Check original dataset
Page references:
Good intro summary: pp. 1-5
Methods I'll use: pp. 12-15
Key figures: Figs 3, 7
Note Formatting
Notes support basic formatting:
- Bold:
textortext - Italic:
textortext - Lists: Start lines with
-or1. - Links:
text
Auto-Save
Notes save automatically as you type. You’ll see:
- “Saving…” while typing
- “Saved” when complete
- No need to click a save button
Note Length
Notes can be any length. For very long notes:
- Consider using sections with headers
- Or maintain separate research notes
- Link to external documents if needed
Viewing Notes
See your notes:
- On the reference detail page
- In expanded list view (if enabled)
- When hovering (tooltip, if enabled)
Notes in Search
Notes are searchable from your dashboard:
- Search finds text in notes
- Helps you find references by your comments
Favorites
Star important references for quick access.
Adding to Favorites
From list view: Click the star icon (☆) next to any reference.
From detail view: Click Add to Favorites button.
The star fills in (★) to show it’s favorited.
Removing from Favorites
Click the filled star (★) to unfavorite.
Viewing Favorites
Quick filter: Click Favorites filter in your dashboard.
Favorites section: Some configurations have a dedicated Favorites area.
Why Use Favorites?
Quick access: Most important papers are one click away.
Reading priorities: Star what to read next.
Key sources: Mark foundational papers in your field.
Frequently cited: Star papers you cite often.
Favorites vs. Collections
| Favorites | Collections |
|---|---|
| Quick toggle | Organized groups |
| Single list | Multiple lists |
| Personal only | Can be shared |
| Binary (yes/no) | Named and described |
Use favorites for quick access, collections for organization.
Combining Notes and Favorites
Workflow Example
- Discover a paper, add to library (Unread)
- Star if looks important
- Read and add notes while reading
- Unstar if less relevant than expected
- Review favorites when planning citations
Notes on Favorites
Consider adding notes explaining why something is favorited:
FAVORITE: Key methodological paper. Must cite in methods section.
Privacy
Notes Are Private
- Only you can see your notes
- Not visible to other site users
- Not visible to site administrators
- Not exported with public bibliographies
Favorites Are Private
- Only you see your starred items
- Others don’t know what you’ve favorited
- Private to your user account
Shared Context
If you need to share notes:
- Export references with notes (to yourself)
- Create a shared collection with descriptions
- Use the reference’s public “Notes” field if available
Notes Across Devices
Notes sync with your account:
- Add note on desktop
- See it on mobile
- Same account = same notes
Exporting Notes
When exporting your references:
- Check “Include notes” option
- Notes appear in exported file
- BibTeX: In
notefield - RIS: In N1 tag
- CSL-JSON: In
notefield
Tips
1. Note While Reading
Add notes immediately while reading – easier than reconstructing later.
2. Use Consistent Format
Develop a personal system:
SUMMARY: [brief summary]
KEY POINTS: [main arguments]
QUOTES: [important passages]
MY THOUGHTS: [your analysis]
USE FOR: [where you'll cite this]
3. Date Your Notes
If updating notes over time:
[2024-01-15] First read - excellent overview
[2024-02-20] Re-read methods section for replication
4. Don’t Over-Favorite
If everything is starred, nothing stands out. Reserve favorites for truly important items.
5. Review Periodically
Revisit notes and favorites:
- Do favorites still deserve the star?
- Are notes still relevant?
- Update with new insights
Troubleshooting
Notes not saving
- Check internet connection
- Wait for “Saved” confirmation
- Refresh and check if note persisted
Lost notes
- Check you’re logged in to correct account
- Notes don’t show when logged out
- Contact admin if consistently missing
Can’t add favorites
- Feature may be disabled
- Check you’re logged in
- Try refreshing the page
Favorites not filtering
- Clear other filters
- Check favorite is actually starred
- Refresh the page
Next Steps
- My References – Dashboard overview
- Reading Status – Track your reading
- Collections – Organize groups
