Notebooks support you beyond simple curation of a single article into a single post. You can store articles throughout the week for a weekly roundup or maybe a point-counterpoint discussion of an issue. You can also use notebooks to research a topic, finding the best articles and ideas and storing them for reference. When you craft an original article you can easily use quotes and images from the Notebook articles as you write.
Using Notebooks in the Editor
Whenever you are in the WordPress Editor you can load in the articles in a Notebook into your Saved Page metabox. This is true for Draft as well as Scheduled or Published posts.
On the right of you Editor page, look for a Notebooks meta box, probably near the bottom. It will look like the one shown here:
Use the drop down to choose your Notebook. You will then need to Save Draft to have the Notebook articles added to your Saved Page meta box. If this is a Published or Scheduled post, you will need to click Update.
Go to the Saved Page meta box (where your curated article usually appears) and you will see tabs for each of your Notebook items. If there are more than 5 tabs, you will also see an index of articles.
Each of these tabs allow you to click-copy the highlighted paragraph or images into your post. This makes it easy to grab quotes from multiple articles, as well as the attribution link and some images.
The Notebook name will be saved with the post, so the next time you edit it, you will automatically see the article tabs. You can also change to a new notebook at anytime. Just choose it from the drop down and then click Save Draft or Update to have its pages appear as tabs.
Creating and Managing Notebooks
To create a new notebook, choose the Notebook menu item under MyCurator. You will see a list of your current Notebooks. At the top of the page, click the Add New Notebook link. In the pop-up, just enter a title for your Notebook. You can also enter a short description of what this Notebook is for, what type of content you want to save here or maybe which post or article you are going to save notes for. Press Save and its created.
To view the Note pages and articles stored in a Notebook, just click its title.
From this same page, you can also manage your existing Notebooks. On the far right of each Notebook entry is a set of action tags. Click the [Edit] tag to change the Notebook title or description.
Click the [Delete] tag to delete a Notebook. All of the Notebook’s pages and articles will also be deleted. A warning box will appear asking you to confirm by pressing the Delete button. You can move any notebook pages or articles to another Notebook before you delete it. See Managing Notebook Pages below.
Adding Articles to Notebooks
You can add articles to Notebooks from the Get It bookmarklet as well as any article that appears on your Training Posts admin page or Training Page.
Training Posts
From the Training Posts in the admin dashboard you will see a [NoteBk] tag for each article displayed. Just click this tag. A pop-up will display where you can choose the Notebook to save this article in from a Drop down (if more than one Notebook is available). You can also enter a short note about this article, maybe describing it or how you might use it in the future. Click Move to Notebook and the article will be moved to your Notebook and removed from the Training Posts.
You may also enter a new Notebook name if this article belongs in a new Notebook (if you have not reached your Notebooks limit). If you enter a name the Notebook will be created and the article placed in the new Notebook (the drop down choice will be ignored).
Get It Bookmarklet
When you click on the Get It bookmarklet while viewing an article, you will see a tab titled Notebooks. In this tab, you can choose the Notebook to save this article in from a Drop down (if more than one Notebook is available). You can also enter a short note about this article, maybe describing it or how you might use it in the future. Click Save to Notebook and the article will be saved in your Notebook.
You may also enter a new Notebook name if this article belongs in a new Notebook (if you have not reached your Notebooks limit). If you enter a name the Notebook will be created and the article placed in the new Notebook (the drop down choice will be ignored).
You can set the Notebook tab as your preferred tab when Get It first starts up. In the Options menu item, in the Basic tab, just check the “Set Get It Default Tab to Notebooks” option.
Managing Notebook Pages
From the Notebooks menu item, click on the title of any Notebook and you will see a page of all the articles and notes stored in that Notebook. You can click on the title of any article and the readable page will be displayed in a popup. To get back to your list of Notebooks, you can click the Back to Notebooks link at the top.
Adding Idea Notes
You can also add a new note without saving an article. Like a ‘sticky note’ on your desk, its a great way to remind yourself of some idea that you may want to add to the post you eventually write using this Notebook. Just click the Add New Note Page link at the top, fill in a title and your note, then click save. Your new note won’t have a ‘linkable’ title like article notes, but you can immediately see the notes you left and it will appear in the WordPress editor when you include this Notebook.
Note Page Actions
On the right of each Note Page entry, you will see the Note Page actions. You can edit a note page and change the Title or the description of the note. You can also delete a specific note by clicking its [Delete] tag.
Note Page Bulk Actions
Just like Posts or Training Posts, you can use the Bulk Actions drop down to work with many note pages at once. Just click on the check box next to the notes you which to work with. From the Bulk Actions drop down you can choose the following:
- Delete – This action will delete all of the Note Pages which have a check mark next to them
- Move to -> Notebook Name – This action will move all of the Note Pages that are checked to the Notebook selected in the drop down. Use this to save selected articles before you delete a Notebook. It is also a great way to restructure your Notebooks, maybe splitting the contents of one Notebook into 2 or more new Notebooks or combining into one.