Many thanks - following your suggestion I looked up Group Tags and these provide a good solution on a project by project basis. Since a Tag with the group name is generated automatically once the project group has been defined these can be used when reading through and annotating the literature files (which reside elsewhere). In this case one would need to add separate generic tags “New”, “No”,“Coll” and “Cited” to emulate the full workflow.
The advantages:
- easy to search for PDFs with tags “NewRadarSatellite” and “New” to see which files should be reviewed and assessed for this project. Similarly it would be straightforward to assess the other steps of the process e.g. “Coll” or “Cited”
- the project specific marking in the notes is maintained
The main disadvantage that I see happens when one literature reference source includes material relevant to multiple projects. Say I have two missions “NewRadarSatellite” and “NewOpticalSatellite” so that each of these projects exists in its own named group and the Tags are now generated automatically. If one reference addresses both types of missions I can tag this reference “NewRadarSatellite” and “NewOpticalSatellite”. I know in a glance that it applies to both projects. However I won’t know which of the process tags “New”, “No”,“Coll” and “Cited” apply to which project. The beauty of @tom12’s approach is that he can retrieve the status specific to any current project of interest even in this special case.
I’m probably splitting straws here. Still such problems are a good way to think about and discover how best to use DT3.