Hi All,

I'm starting a new thread about smart playlists, but this post is also  
in reply to some recent questions about how to efficiently manage  
music on devices like the new iPod Shuffle 3G and the iPod Nano 4G.  
This is a particularly useful way to select content from a large music  
library without having to constantly edit playlists by hand.

Overview

Smart playlists work like regular playlists, but they allow you to  
select content by using rules instead of by selecting individual  
tracks. For example, to create a playlist consisting of all tracks in  
an album, instead of adding tracks one by one to a regular playlist,  
or even by using the more efficient means of toggling on the file  
browser (Command-B), selecting an entry from the Album column, and  
using the "New Playlist from Selection" (Command-Shift-N) shortcut to  
make a regular playlist of the tracks in an album, you could make a  
smart playlist (Command-Option-N) and use a rule like: <Album> <is>  
<Name of Album> where you set the first two entries of your rule from  
pop up buttons to "Album" and "'is", and then type in the name of the  
album in a text field. This technique is most powerful when you're  
working with multiple albums, artists, etc. and/or multiple rules.   
You might have a multi-volume set where the title sometimes has the  
name of the series first, and sometimes the name of the individual  
album.  Then your rule might be: <Album> <contains> and then "The  
Bootleg Series" for the text entry. This would simultaneously select  
albums like "No Direction Home: The Bootleg Series, Vol. 7" and "The  
Bootleg Series, Vol. 6: Bob Dylan Live 1964 - Concert at Philharmonic  
Hall".
You can add a rule to exclude certain tracks.  If one of the album  
tracks is a music video version that I don't want transferred to my  
iPod Shuffle, the second rule might be: <Kind> <does not contain>  
<video>, where I type the word "video" into a text field and set pop  
up buttons for the first two conditions.

Smart playlist rules aren't limited to the information assigned to  
tags; you can use them to make up playlists according to your  
listening habits and preferences. If you rate your music you can apply  
rules to only include  tracks above a certain star rating.  You can  
assign rules according to the number of times you've listened to a  
track -- to make a favorite tracks playlist.  For audiobooks you can  
play from a smart playlist and use it to keep your place in the book.   
A smart playlist with rules like <Album> <is> <Name of Album> to  
select the audiobook, and <Play count> <is> <0> can keep the latest  
unplayed track at the top of the playlist and roll off the tracks that  
you've listened to as their play count increases and they no longer  
match the rule for inclusion in the smart playlist.  You can also add  
rules based on when you last listened to a track such as <Last Played>  
<is not in the last> <2> <months> to ensure a new flow of music  
listening.  Most, but not all, of the iTunes view options (Command-J  
to show the menu) can be used to assign smart playlist rules.  In  
addition, you can build smart playlists out of other playlists with  
rules like <Playlist> <is> <Name of Playlist>, where the named  
playlist can be either a regular or smart playlist (and can be chosen  
from a pop up menu).

Two other features of smart playlists make them particularly useful  
for setting up your music on a Nano or iPod Shuffle 3G:  you can limit  
the size, time length, or number of items in the smart playlist, and  
tell iTunes how you want to achieve this in case your smart playlist  
is too large, and you can use the "live updating" feature to  
dynamically control the contents of your smart playlist.  The first  
feature means that you can set up a transfer playlist with a condition  
like <Limit to> <3.2> <GB> <selected by> <least recently played>  and  
if the smart playlist that results from applying your rules is larger  
than 3.2 GB, it will be cut down in size by giving preference to the  
least recently played tracks.  Or, you could created a workout  
playlist, that lasts exactly 40 minutes for your gym session (<Limit  
to> <40> <minutes> <selected by> <genre>), or a travel/commuting  
playlist that chooses a random sampling of podcasts that fit into your  
trip (<Limit to> <1> <hours> <selected by> <random>). The second,  
dynamical updating, feature means that your rules will continue to be  
applied on the iPod, even when you're not connected to your computer.   
If you make a smart list containing music that where it's more than 2  
months since the track was played and you have the box for live  
updating checked, playing a track on your iPod will immediately remove  
it from that playlist.

Your smart playlists can be used either as a convenient way to  
transfer music to the iPod, or a way to make playlists for playing.   
With the Nano 4G, you might want to transfer music with a smart  
playlist, to keep sizes down below the maximum, but then you might  
want to navigate the menus  to play songs by album or artist. With the  
iPod Shuffle 3G, you have to navigate by playlist, so you want to use  
these not just for transferring music, but also as the main way to  
play your music.

There are some limitations in the way smart playlists operate.  At  
present you can only set a smart playlist to either match all or your  
rules or any of your rules.  So you may need to create smart playlists  
of other playlists to combine your rules (for example, all work  
composed by Wynton Marsalis in the jazz genre in either the years from  
1985-1990 or the years from 1995-2000).

Example

Here's an example of constructing a smart playlist of podcasts added  
to your library in the last week that you have not finished listening  
to.  The rules are:

Podcast: Is True
Date Added: Is in the last 1 week(s)
Play Count: is: 0

Start by selecting your library in iTunes' sources table (in this  
case, select "Podcasts"), then create a new smart playlist. You set up  
the rules by interacting with with the rules section of the dialog  
window for the smart playlist, and use VO-Right Arrow to create your  
rules by pressing pop up buttons and/or typing in text.  At the end of  
each rule, you can either stop interacting with the rules section, add  
another rule, or delete the current rule.

1. In iTunes press Command-Option-N  (shortcut keys for "New Smart  
Playlist") to bring up a smart playlist dialog window.  You'll hear  
"selected by".
2. VO-right arrow to the "Rules Section" and interact (VO-Shift-Down  
Arrow)
3. VO-space on the pop up button ("Artist")  and change this to  
"Podcast" by pressing "p o"
4. VO-right arrow to the next pop up button and  leave this at the  
default "is true"
5. VO-right arrow to the end of rule to the "Add" button and press (VO- 
space)
6. (Second rule) VO-space on the pop up button ("Podcast") and set  
this to "Date Added" by pressing "d"
7. VO-right arrow to the next pop up button, VO-Space, and change this  
to "is in the last" by arrowing down
8. VO-right arrow to the text field and type "1"
9. VO-right arrow to the pop up button, VO-Space, and change this to  
"weeks"
10. VO-right arrow to the "Add" button and press (VO-space)
11. (Final rule) VO-Space on the pop up and set this to "Play count"
12. VO-right arrow past the "is" pop up button and leave the text  
field set to "0"
13. Stop interacting with the rules section
14. If you now VO left-arrow to the start of the dialog, the first  
line will be "Match <all> of the following rules". This is OK for us.   
It's possible to change the pop up from "all" to "any".

VO-right arrow past the rules section to view the checkboxes for limit  
conditions. By default this is unchecked, and reads "Limit to" <text  
field> <items> "selected by" <random>, where "items" is a pop up  
button that can be set to minutes, hours, MB, or GB and "random" is a  
pop up button that can be set to album, artist, genre, name, most  
recently played, least recently played, highest rating, lowest rating,  
most often played, least often played, most recently added, or least  
recently added.

Press "OK" and type in a name to save your smart playlist and end the  
dialog.

HTH

Cheers,

Esther


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