Categories for Quotes v. Categories for References

Eugene W. shared this question 3 months ago
Answered

This is confusing to me. With the reference tab selected, I've been entering new references under different categories. When I switch to the knowledge tab, very few of my references show up under any category. I can see that a quote or comment must be entered and a category for it designated before, anything shows up on the knowledge tab. I'm confused by this. I don't understand how this knowledge structure is used. I'm thinking that I assigned a category for the reference when I entered it so why would I assign a category to a quote or comment which is subordinate to it. I don't really understand the knowledge tab. Thanks in advance.

Comments (1)

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Hello Eugene

What happens during categorization?

  1. You add a new reference.
  2. You assign category X to this reference.
  3. You now take a quotation from the reference.
  4. This citation does not automatically inherit category X of the reference.

The same applies vice versa:

  1. You add a new quotation.
  2. You assign category X to this quotation.
  3. Category Z is not automatically assigned to the reference.

Regards,

Peter

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Peter--

So would a person using Citavi typically use a two-step process--(1) entering your references and selecting categories for each one and (2) then reviewing each reference and entering quotes and ideas from it with associated categories.

Thank you,

Gene

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Gene,

There are certainly cases where it would be desirable for the categories to be inherited reciprocally between reference and quotation. But there are also cases where this is not desirable. As a user, you must actually make this distinction yourself.

Kind regards,

Peter

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I agree but my point is different. If I'm right, references can be assigned to categories and knowledge items can also be assigned to categories, each independently. This is fine, but it might be useful to explain how these different ways of classifying can be used by writers. I looked into it using the Citavi materials, and I think the categorizing of references is primarily used to create a classified bibliography. The categorizing of knowledge items is used to create a list of information items to be used during the writing process. I'm just suggesting it might be useful to make this a little more explicit. In any case, it works great for me. Thanks.

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Eugene,

You're right. We should be more explicit about that. I'll put it on the to-do list.

Regards,

Peter

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