Project Management
ivySCI uses projects to manage literature.
A project shouldn't be a folder—this is a common mistake. A project refers to the project you are currently working on, such as a graduation thesis.
All literature related to this graduation thesis should be in this project.
The following is a Chinese video:
Manage Your Literature Based on Projects and Tags, Forget Folders, and You'll Be Relaxed
Creating and Sorting Projects
Click "My Projects" in the upper left corner to open the project list.
Under the project list, you can drag and drop projects to sort them. Click "New" to create a new project.
How to Rename a Project
Click the settings icon shaped like three dots in the upper right corner, and select "Rename" in the operation panel. Currently, only the desktop version of ivySCI provides the rename function.
How to Delete a Project
Deleting a project requires two steps. First, you need to archive the project. After archiving, click "Archived Projects" in the project list, and then click "Delete" in the archived projects. Note that after deleting a project, there is no way to recover it, so be sure to operate with caution.
After archiving a project, it still occupies your document count and disk space; after deletion, it does not. After deletion, statistics may not take effect immediately.
Method for archiving a project:
As shown in the figure below, select "Archive Project," and after confirmation, the project will be archived.
In addition to archiving projects, you can also export them. As with archiving, in the image above, click "Export."
You can export references, PDFs, or just notes according to your needs.
Exporting notes is just for convenient backup, mainly to cater to your distrust of ivySCI, such as if ivySCI stops operating or the server crashes. You only need to use this exported data if ivySCI ceases operation. We do not recommend that you operate based on these exported notes; you should use the ivySCI software to view notes and use the ivyCite plugin to insert notes into your documents.
Merging Projects
If you need to merge projects, you can batch migrate the documents of different projects into the same project to achieve project merging. Merging will automatically deduplicate, and the same documents will remain in the original project. After the migration is complete, you can archive the migrated project. It is not recommended to delete it immediately after archiving to avoid unnecessary data loss.
Recycle Bin
In the recycle bin, you can view files deleted within the last 30 days, and if necessary, you can download them yourself. The entrance to the recycle bin is in "Project Operations."
Sharing Projects
In our daily scientific research work, we need to share our research materials and literature with the team. Previously, the way we shared literature was basically the same as sharing data and materials, that is, through cloud drives or WeChat groups.
Cloud drives are indeed very convenient, sharing through links, although there is also the problem of validity period, which needs to be dealt with in a timely manner. Literature is usually not very large, so the download speed limit is bearable. However, sharing through cloud drives also has very inconvenient problems:
If you have downloaded it before and the instructor adds new files, you need to download it again. It is difficult to know which ones are newly added and which are not.
There is no way to share notes. If you want to share notes, you must modify the PDF. And everyone has to modify it again, and finally the PDF becomes a bit messy.
Now, ivySCI has added a project sharing function in version 5.0.
Instructors can share projects with their teams by simply copying a link and sending it to your team. Project members can join the instructor's project by clicking the link.
Next, let's move to the sharingsteps.
Step 1: The instructor shares the project link
The instructor shares the project with their team, copies the link and sends it to the WeChat group or work group. Project members can join the instructor's project by clicking the link. (./image/2-Project-management/2-8-share-2.png)
Step 2: After the instructor approves, join the project
At this point, each team member can share all the literature, all newly added literature is also automatically visible, and project members can also add important literature to the project.
This way, there is no need to repeatedly import, update, and miss important files.
Share highlight with your team
Not only that, but project members can selectively share their highlights and notes with the team.
As long as a public button is set on the note, other members in the project can see this note.
Instructors can use this method to convey their ideas to the team, making it convenient for them to see the instructor's summary when reading the literature.
At the same time, for team members, they can communicate directly with the instructor.
The ivySCI project sharing function is currently free for all members.