Remember, you’ll need to fill in the CSL name, not the field name.

For example, in the example above, one of our custom fields is “university location” and we have marked the location as Boston, MA. To perform a search for all articles where Boston has been listed as the “university location”, we would search for:

custom_metadata.university-location:”Boston”

The post Introduction to Custom Fields appeared first on Papers.

To get started, right-click on any column heading in your library. A menu will appear showing all available viewing options.

Any option you toggle on will appear as a column in your library view.
Tip: You can drag column headings to reorder them at any time. Just look for the move cursor icon.

Regardless of which options you choose to display, you can mark an article as a favorite by right-clicking the reference and selecting “Add Flag.”

This will add a small flag icon to the reference, visible in your library as long as the “Flag” column is enabled.

You can also apply color labels by enabling the “Color Label” column in your view options. Then, hover over that column in the reference row you want to label. A circle outline will appear—click it to choose and apply a color.

Similarly, to give a reference a star rating, enable the “Rating” column. Hovering over this column for any reference will display a 5-star scale, allowing you to assign a rating.

You can also mark any reference in your library as “read” or “unread” by right-clicking over the reference and looking for the “mark as read” and “mark as unread” options

Note that references which are unread will appear bold in the Papers library view.

By taking advantage of these customizable options, you can tailor your Papers library view to better fit your research and reading habits. Whether you’re flagging key papers, adding color-coded labels, or rating your references, these tools help keep your library organized and easy

The post Papers Library View: Organizing and Customizing Your Library appeared first on Papers.

For example, the World Health Organization would instead be the World Health Organization~

which will allow

to become

Repeat this process with any other organizations you’d like to cite.

The post Citing organizations as authors appeared first on Papers.

Our team is aware of this and our team is working on having the application recognize these names in a future update of the application.

A workaround for this is to enter a “no backspace” (nbsp) character that will insert a space between the multi-part surnames. To enter this character, put your cursor where you want to insert the no-backspace and use one of the following commands:

Alternatively, you can also copy the nbsp character using this website to be place in-between the text for the first or surname when editing the metadata of the desired article.

After saving the metadata associated with the entry will then recognize it as ‘one’ text and show it correctly when citing.  

The post Authors with multi-text names appeared first on Papers.

Your Smart List query can be anything you can search for in your library and be as complex as you need to narrow down results. See some popular examples below.

(To add these to your personal library, simply click on the one you would like to add and you’ll be taken to that Smart List’s new location in your library)

Recently Added (Last 7 days) 

Recently Added (Last 14 days)

Recently Added (Last 30 days) 

All Annotated

Unread 

Unread within papers added in last 7 days

Unread within papers added in last 14 days

Unread within papers added in last 30 days

References with PDF

References missing PDF

Unmatched

Recently Read (Last 7 Days)

Recently Read (Last 14 Days)

Recently Read (Last 30 Days)

To make your own Smart List, click on the Settings icon of your personal library and select “Create Smart List”:

With the Smart List above set up, everytime an article is added to “My Papers”, the app will check to see if the word “lexapro” appears in the article and, if it does, it will automatically add it to the Smart List “OCD Research”.

To make your own Smart List, click on the Settings icon of your personal library and select “Create Smart List”:

With the Smart List above set up, everytime an article is added to “My Papers”, the app will check to see if the word “lexapro” appears in the article and, if it does, it will automatically add it to the Smart List “OCD Research”.

The post Introduction to Smart Lists appeared first on Papers.

To create a list click on the gear icon next to All Papers. 

From there you will need to select Create List or Create Smart List. 

For Lists you simply name your List (you can also select if it needs to be nested into another list) and then drag and drop your PDFs.

Lists in Papers behave like playlists, rather than folders. An article can exist in more than one list at a time. For instance, if you have a list of articles about cancer and another list of articles about mitosis, you can file the article “Mad2 over expression promotes aneuploidy and tumorigenesis in mice” in both lists, since it is relevant to both cancer and mitosis.

If you delete a list in Papers, the PDFs in that list will not be deleted. They will remain in your library.

For Smart Lists you can create a query for your the list and your library will import all current and new entries that are part of the query into the list.

If you need help building your Lists or Smart Lists go ahead and email Papers Support!

The post How Do I Organize My Articles in Papers? appeared first on Papers.

You can also delete a linked file this way. Please note – these changes can only be done from the library view.

The post An Article Was Mislabelled as a Supplement (Or Vice Versa) appeared first on Papers.

You will then receive a prompt asking you to confirm your download location and the download will begin.

To export PDFs of your entire Library or List, navigate to the Settings of the Library or List in question by clicking on the cog icon and select “Export PDFs”.

Please note: if the option “Export PDFs” is greyed out, it has not been enabled by your organization. For details, please reach out to your administrator. 

You’ll then see a window pop up asking you to set your file naming convention for the downloads:

Once you have made you selection, a popup will appear informing you that those PDFs are being exporting and that an e-mail with a link will soon be sent to the e-mail address you have on file with Papers.

(Note: If you are unsure what e-mail address this is, click the Papers icon on the top left of the web app)

In a few minutes (time will vary depending on the number and size of the files), you will receive an e-mail from Papers Alerts at alerts@readcube.com with a message stating: “your PDF export is available for download here”. Clicking “here” will start the download.

The post How to export files from the Papers web application appeared first on Papers.

Papers makes organizing your library simple with Lists and Smart Lists. Here’s how to use these features to keep your articles and PDFs well-organized:

Creating a List in Papers

First, click on the gear icon next to My Papers.

Next, select “Create List” or “Create Smart List.”

For a standard List:

• Add a name for your List.
• Optionally, nest the List within another List for better organization.
• Drag and drop PDFs into the List.

Lists function like playlists rather than folders—meaning an article can belong to multiple Lists simultaneously. For example, the article “Mad2 overexpression promotes aneuploidy and tumorigenesis in mice” can appear in a List about cancer and another about mitosis, as it relates to both topics.

Please Note: Deleting a List does not remove its PDFs from your library. The articles remain stored in your library.

Creating a Smart List in Papers

Smart Lists are dynamic and update automatically based on criteria you set.

By using Lists and Smart Lists, you can efficiently organize and access your research in Papers.

If you need help building a List or Smart List, please contact Papers Support.

Papers Classic

The following instructions are for the classic version of Papers.

Creating a List in Papers

First, click on the gear icon next to My Papers.

Next, select “Create List” or “Create Smart List.”

For a standard List:

• Add a name for your List.
• Optionally, nest the List within another List for better organization.
• Drag and drop PDFs into the List.

Lists function like playlists rather than folders—meaning an article can belong to multiple Lists simultaneously. For example, the article “Mad2 overexpression promotes aneuploidy and tumorigenesis in mice” can appear in a List about cancer and another about mitosis, as it relates to both topics.

Please Note: Deleting a List does not remove its PDFs from your library. The articles remain stored in your library.

Creating a Smart List in Papers

Smart Lists are dynamic and update automatically based on criteria you set.

By using Lists and Smart Lists, you can efficiently organize and access your research in Papers.

If you need help building a List or Smart List, please contact Papers Support.

The post How to Organize Articles in Papers: A Step-by-Step Guide appeared first on Papers.

What is a CSV file?

A CSV file has a fairly simple structure. It’s a list of data separated by commas. For example, if you have a few contacts in a contact manager and you export them as a CSV file, you would get a file that looks like this:

Essentially, this is all a CSV file is. They can be far more complicated with thousands of lines, a large number of entries for each line and/or long strings of text.  Some CSV files may not even have the headers at the top, and some may use quotation marks to surround each bit of data.However, this is the basic format.

What kind of CSV’s can I import?
There are many different types of CSV files and while most should work with Papers, there will be some that may not. However, most CSV’s should work if they have at least one of the following fields that are required when you import a CSV:

Only one of the above fields is required. This allows you to import a list full of DOI’s or some titles of references. Note that if there is no identifier (such as DOI, PMID, etc.) we won’t be able to fill in any more metadata information for you (as the app requires identifiers to search for and locate metadata information of a reference). 

For instance, the following CSV will allow you to import these DOIs and get information on them. If any of the articles are open access ones the app will automatically import the PDFs for them (from this particular example, the last article is an open access one). You can get a copy of this file at the bottom of the page (DOIExample.csv).

Another common CSV you might want to import is a PubMed search result. You can find this option under “Save” and by changing the format to CSV:

Results will be formatted like:

These have a lot more information and will import automatically into your library. To get an example of this file see below (csv-ElephantSh-set.csv).

What kind of fields does the CSV file support?

Any of the fields that are part of our Advanced Search Syntax article can be imported. The length of these items can only be 256 characters long. Importing other fields will work but we currently hide these fields in the app. We will be adding a way to visualize these fields in the future.

Can I import a TSV(Or another file that has different delimiters)?

Currently, we don’t support TSV but the easiest way to fix this is to open the TSV in a program like Excel and then save it as a CSV file. This will allow you to use other file formats that use different delimiters to separate fields. If you can’t import the file in Excel you can always use the Data tab and import from file or database:

Exporting CSV from Papers

To export from Papers all you need to do is hit the gear next to a library and click export as “Comma-separated Values”. This will open up a dialog box that allows you to save the CSV to your computer and default to the library’s name. Once saved you can edit the file in excel or any other program to edit the CSV. You can then import this file back into the app to bulk update any of the items you had updated.

The post CSV Import/Export appeared first on Papers.