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CAB Direct Help v1.0

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My Projects tab

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CAB Direct enables you to organise your search activities into projects. Projects are folders where you can save your records and searches about a particular topic. Once you have logged in to My CABI you can:

Create one or more projects to organise your work,

Save records and searches into those projects,

View your project activity and export this activity log as a CSV file,

Send this activity log and citation information to other project members.

On the My Projects tab you can:

Create new projects

1.Click Create New project to display the Create a project window.

Click to expand

2. Type the name and description of your new project, then click the Create project button.

Open a project

To open a project to view and edit its contents, click the project name to display the project's Activity Log:

Click to expand

See Managing a Project's contents: below for details of viewing and editing a Project's contents.

Archive a project

To archive a project, select the project's check-box then click the Archive Project button on the Actions toolbar:

Click to expand

Complete a project

If you want to show that a project's purpose has been fulfilled, e.g. a systematic review, you can mark the project as 'Complete'.

To complete a project, select the project's check-box then click the Complete Project button on the Actions toolbar.

Click to expand

Remove a project

To permanently delete a project from CAB Direct:

1.Select the project's check-box then click the Trash button on the Actions toolbar,

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2.In the Remove projects window, click the Remove projects button.

Change view

To change the default display of projects from a 'grid' to a 'list' (or vice versa), click the appropriate Change view toolbar button:

Click to expand

Change a project name

To re-name a project:

1.Click the project name to open the Activity Summary list.

2.Click the Edit button editButton

3.Edit the name as required, then click Save.