Add Note from Annotations (as 1 note per annotation so note tags show up individually in search?)

When I annotate a PDF, add tags to those annotations, then use the function: Add Note from Annotations, all annotations are then combined into 1 Zotero note. If I then search a collection for tags, the search results just show that one (in my case, long) Zotero note without showing which notes from annotations have which tags; I have to go back to the PDF and read through the annotations to see which annotations have which tags. Is there a way to Add Note from Annotations as one Zotero note per annotation, so that each annotation becomes a separate Zotero note, which would then allow the tags for each note to be more directly searched and located? Thanks much!
  • But should it just be possible to search directly for annotations? And be directed directly to the location in the file where the annotation is. Or isn't this possible? If its possible to generate notes for annotations, the it also should be possible to include annotations in search and open document at location of annotation.

    Maybe I misunderstood your ask, that you prefer to have notes for all annotation (which will also be a long list) :-)

    Anyhow do agree that the need for a better structure to get back to where the annotation was written would have been nice.
  • Annotations will be viewable in the items list in a future version and be searchable directly, and yes, that will likely be the best option here. For now, you can search for annotation comments and tags, but the parent attachments are what will show up as matches.

    Annotation tags aren't applied to notes created from annotations, though we could consider that. Creating an individual note for each annotation doesn't make sense, though — that would just be duplicating data for no reason. Direct matching of annotations will be the solution there.
  • Well, I have been trying to overcome this limitation by creating a note per annotation. It's pretty easy with pdf reader's right pane and add item note option. Instead of doing it twice and having limited searching capacity, I just walk the walk. But since you care about what you annotated and not what you noted, this option may seem unnecassary to you. But using this option, if you want to jump to pdf to see the context, just click on the auto-created citation via adding an item note from an annotation, it will take you to the corresponding page of the pdf.
  • @dstillman It might be not reasonable for most users to create an individual note per annotation but that is exactly how I use them. In future implementations, hope you consider people like me (though I don't believe there's many of us).
  • edited February 14, 2024
    It is just a point in the area of atomic-notes workflow. And there is no clear way to implement it without using strange plugins like Better Notes, Zotcard or external md editors with an excessive sequence of plugins (Obsidian: Zotlit/Zotero-Integration+Dataview+Creases+List Callouts+Kanban etc. (Feral Flora workflow), comparably complicated Obsidian workflow of Alexandra Phelan, and so on). But the native, plugin-less framework with clear UX within Zotero is the very expected thing.
  • But what do you actually want to do with those individual notes? As I say, individual annotations will be shown as separate items in the items list in a future version. So what does that not accomplish that duplicating those as separate notes would?
  • @dstillman

    "Annotations will be viewable in the items list in a future version and be searchable directly"

    Hi, was this feature implemented in the last versions or Zotero 7 beta?
  • @dstillman @machadorobert @ulahcherubim

    This is my exact use case in Zotero. When I first started, I created a new note for each annotation. However, I later discovered the "create note from annotation" feature and thought this would be a great time saver. However, while this feature saves time, it removes the value I originally had from having an individual note for each annotation.

    Here's my workflow use case: As I read papers, I highlight, annotate, and tag relevant statements for later use. When I'm ready to write my paper, I use the tags feature to quickly identify my tagged references across all read papers (I wish the tags feature supported more than 9 assigned colors/numbers). I also use the tag feature to keep track of which statements were incorporated into my own paper.

    @dstillman Glad to hear that annotations will be added to the item list. Will the assigned tagging color/number feature also work when viewing/annotating a document?
  • @m0t78249: Yes, yours is another example of where annotations appearing in the items list will be the right solution, not duplicate individual notes for each annotation.
    Will the assigned tagging color/number feature also work when viewing/annotating a document?
    Can you say more?
  • @dstillman Yes (sorry for the delayed response), let me know if this needs to be a separate topic.

    When "tagging" items within the "times list", users are able to assign a number as hot key (or shortcut) to tags. While annotating a document users are able to add tags to their annotation but in a more manual fashion which is more labor extensive, and not visually associated with items tagged via the items list. Unlike "tagging" within the items list, while tagging within a PDF view, (1) users are not able to tag annotations using the assigned numeric hot key shortcuts, (2) tagging applied to the annotation does not convey any color scheme or association to the tagging applied to items within the items list.

    I would also like to say I think the ability to assign hot keys (and colors) to items is a great feature and should be expanded to more than 9.
  • @dstillman all these updates seem super useful for my next steps in a literature review I'm working on! Any ideas as to when the update will be ready?
  • “Annotations will be viewable in the items list” will be a great feature, +1 from me.

    But: I usually do a lot of annotations, for at least two different reasons:

    1.) I highlight key sentences that I can skim later to more quickly recall the argument in the text. Here I am interested in the highlighted text. In the item list, they would tend to get in the way.

    2) I comment on passages with regard to my thoughts on the passage. Here I am interested in my comments, and these are the ones I would like to see in the item list.

    So I would like to be able to somehow control what appears in the item list. For example, via colors or tags.
  • Hey, sorry to jump on the discussion with a related topic.

    I've searched elsewhere and found nothing.

    Whenever we "add a note from annotation", the default title of the note is "Annotations (date, time)".

    My question is, "Is it possible to automatically put something else in the place of the world "Annotations", for example, the citation key from Better BibTex?"
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