Showing posts with label document management. Show all posts
Showing posts with label document management. Show all posts

Wednesday, November 22, 2017

Progress of sorts - integrating my simplenote memory extensions with gDrive

Nine years ago I wrote What my blogs are for: memory management and the Google-Gordon geek-mind fusion. It’s hard to believe now, but in those days we did not yet fear Google. Back then, we liked Google. Google was good.

That was a long time ago. Google has since transcended mere human morality (Galactus is a much better name than Alphabet btw). Unfortunately I haven’t transcended my need for artificial extensions to my working memory. To the contrary, that need has grown. Now in addition to my old technical expertise a change in employment means I manage more organizational and political knowledge. Oh, yeah, and I’m back to being a practicing doctor. So now I need to know adult male ambulatory internal medicine. Also, I am old and my brain is crud.

So, yeah, I need those memory extensions. I still use Google’s tools, though the Custom Search Engine I rely on to integrate my blogs with my link share stream and my ancient (hidden) web pages is all but forgotten. Since 2008 though I’ve moved away from the Google dominated web back to files and file systems as a memory store. Carrying a connected computer in my pocket made 1980s style files useful again. I rely in particular on plain text Simplenote to carry around fragments of memory. For regulatory/security reasons I have one Simplenote account for work memory and one for non-work memory — with some notes shared between both using Simplenote’s (simple!) sharing mechanism.

Spotlight indexes simplenote files on my iPhone — sadly only for one account. On my Mac nvAlt syncs to my personal simplenote account — so the text files are indexed by Spotlight there too. Today, guided by a @simplenoteapp tweet I installed Simplenote Electron (which Automattic is abandoning for a future fully native Mac upgrade [1]) and tied that one to my work account. Then I used the improved text export to create a local read-only copy of that memory store — which Spotlight Mac now indexes. So the stores are in one search space at last.

The last twist is that Simplenote local text stores are in a Google Drive folder, so synchronized to gDrive with appropriately stored folders such that appropriate text stores are searchable on both devices. Sadly gDrive does not support “Available offline” at the folder level — so when I don’t have data access I also lose some memory access. (I’m hoping Google will fix this.)

The gDrive integration is important because there are limits to plain text - particularly for medical topics. I have PDFs, Word Docs, Google Sheets and other detritus of decades of notes. I can put all of that in gDrive alongside the text notes and let search figure it out. (This is what Evernote is supposed to be good for but they don’t have a clear exit strategy. It’s trivial to walk away from Simplenote. I need that exit strategy [2].)

It’s all one heck of a kludge, but so is my memory. So kind of fits.

See also:

- fn -

[1] It has the same search bug as Simplenote/Mac!

[2] For example - if they don’t fix that damned search bug [1].

 

Tuesday, October 11, 2016

Scrivener can output multiple books from one Binder - if you use keywords rather than labels for the conditional compile.

Scrivener doesn’t do everything I want, but it is able to compile two books from one binder. It’s just not obvious.

The key is creating a conditional (filtered) compile.

I thought I could do this with labels, but they don’t work. Each binder item (text block) can have one label, and the compile condition only supports one label. So there’s no way to create a many:one relationship (ex: two books, 1 chapter).

Text blocks can have only one label, but they can have multiple keywords (tags). So keywords seem like they should work, but there’s no way to do a filtered compile off a keyword.

The trick is to create a named collection from a keyword search. Then use the collection name in the compile. That works. Keywords can be applied to both text blocks and to “folders”; you need the latter for chapter headings for example.

For my book I have two keywords, iPhone and Android, and two saved search collections of the same name. The compile uses one or the other. Common chapters get both keywords, platform specific chapters get one.

- fn -

[1] The keywords UI is an Aperture user element — which is very powerful but amusingly jarring. I assume it’s coming from an OS X API, though I wonder if it’s deprecated. The story of Apple’s abandoned Aperture app would make an interesting book.

Sunday, January 22, 2012

Organizing kid school accounts with OS X: Chrome to the rescue

In the twilight of the general purpose computer, I struggle to balance OS X and Apple tech, Google services, parental obligations, and getting work done.

Our iOS  and OS X devices are parental controlled -- at least as far as they can be. Among other things, that means Google services are unavailable on child accounts. [1].

Schools, however, make increasing use of Google Apps [2]. This is how I reconcile that use case with our general approach to home computing:

  1. You need the username and password for the school Google Apps account. Example: kid_name@school.mn.us.
  2. Create a single non-controlled "homework" account on the primary homework machine.
  3. Use Google Chrome, not Safari, for this account.
  4. In Chrome create a user account for each child. For each account, from Chrome Preferences, choose to sync Google. You will be asked for the school user name and password.
  5. Add gmail, docs and so on to the toolbar.

Each child uses this single OS X account with their own Chrome identity. Use of this account requires direct parental supervision. It is used only for homework. On personal OS X accounts our kids don't directly access our Family Google Apps domain, they use OS X Mail.app, for example, to get email. They don't know their Family Google Apps passwords.

[1] Partly by design and partly due to market disinterest, Google services are not compatible with OS Parental Controls.
[2] Alas, this transition occurred even as Google's Hyde crushed its Jeckyl.

Sunday, October 30, 2011

Components of a knowledge share solution

Both at work and at home i've been studying our current toolkit for sharing knowledge. At work I'm supporting our software development, at home I'm looking at a ways to share knowledge to support lifelong education of persons with cognitive disabilities, including formal public education and home schooling. Naturally I'm looking at similar technologies in both environments.

I've summarized a few of the components I'm thinking about in a table. I compared best of breed solutions to the best (not free!) suite I know of and to Google's offerings.

Function

Best of breed

Atlassian Confluence

Google

commentary, notices

Wordpress

yes

Blogger

Q&A

StackExchange

no

no

collaborative hypertext document

TWiki?

yes

Sites

PDF, other

FTP/HTTP server

yes

Docs, Share

Calendar/event

Google Calendar

no

Google Calendar

Social, networking

Facebook

no

G+

Subscribe/notify

RSS

RSS

?

Looking at this solution set it's clear that each has its advantages and weaknesses.

Atlassian Confluence is the best integrated knowledge sharing and collaboration solution I know of. It's not at all free, but it's inexpensive for 10 or fewer users and anonymous users can have read only access. I give Atlassian extra marks for actually publishing an easily discoverable price list. Unfortunately I don't think I can get Confluence running at Dreamhost, my net hosting provider.

Google, like Atlassian, is free for a small number of users and provides high performance anonymous access. Sadly, Sites is a great disappointment. On the other hand, I'm not impressed with any of the currently available open source wiki solutions. In many ways FrontPage 98 was better.

Lastly the best of breed solutions have advantages in terms of data freedom and ease of switching providers or changing knowledge base ownership. An integrated approach can also leverage StackExchange -- the net's best technology for question/answer based information sharing. Likewise a Facebook Page can engage customers and provide a secondary notification solution in addition to RSS/Twitter.

Any thoughts? Comments are most welcome.

PS. I've been looking at collaboration technologies for about 20 years -- starting with BBS software and a long string of innovative solutions. The functional list would have had answers 20 years ago. What's different is that the audience today is vastly larger.

Saturday, October 01, 2011

Tinderbox, Simplenote, MindNode and data freedom

I really think Tinderbox ($250!) should have said something about this earlier ...

Tinderbox: The Tool For Notes

.... Tinderbox shares notes with with Simplenote for Web and iPhone access...

The big (Big) problem with apps like Tinderbox, Evernote, or MindManager and its kin is data freedom. Specifically, the absence of data freedom. There's no standard for the representation of attributes and relationships in a nodes and arcs graph app -- it's a fundamental knowledge representation problem [1][2]. Years of rich data get flushed away when an app dies.

When, not if. All software dies. Ask Lotus Agenda users. Or the users of, and this is far from a complete list, Ecco Professional, InfoCentral, PackRat, Sidekick, Arrange (Common Knowledge - MacOS), InfoDepot, In Control, Cross-Ties, Palm Notes, Commence, Ascend, Arcadia (OS/2!), GrandView and MORE, Inspiration, Outlook Notes, and so manymany, many more.

Assyrian clay tablets from the library of Ashurbanipal have endured for thousands of years, my GrandView notes didn't do so well.

Data can outlive software -- but only if it's portable. Not forever of course, but maybe until the end of civilization [3]. JPEG images are in the running, video not so much. UTF-8 text files are serious contenders.

The SimpleNote ecosystem is based on UTF-8 text and RTF files with optional markdown formatting. That's why I like it - the core data store can endure. It's accessible from iOS device, OS X, XP, W7, Dropbox [4] web -- everywhere.

Still, notes alone, even with tagging and search, are not enough. I want a way to layer arcs upon the text nodes.

I could almost do it using MindNode Pro. I could attach SimpleNote notes to MindNode nodes and keep both MindNode file and SimpleNote files on Dropbox. Problem is, it's awkward to attach and create files to MN nodes. The icons are too large and the node doesn't inherit the file name -- and I need a keyboard shortcut to create an external text file on demand.

Screen shot 2011 10 01 at 9 57 41 AM

Doesn't that text icon seem a bit big to you? It can be resized, but it always defaults to enormous.

I haven't given up hope that Markus Muller will accept my suggestions, but I'm reluctantly leaving MindNode Pro on the shelf while I watch where he goes with it.

Tinderbox though -- if it could actually use SimpleNote ... and if it could become Dropbox compatible ... and if I'm careful about how I manage and distribute Tinderbox specific metadata ... That's interesting. It's a heck of a lot of money though, and I fear using its full power would put me into deep data lock.

See also:

Update: MaysonicWrites points us to Dave Winer's World Outline project, I think as an example of a liberated data solution to managing some kinds of information.

- fn -

[1] Consider HL7 RIM 3 and the challenges of CDA/SNOMED model integration. Ok, so nobody knows what I mean by that. Trust me, it's relevant.
[2] Ok. There is a standard. It's called the hyperlink and HTML. This post is long enough, but I'm tempted to look for late 1990s book on hypertext I have somewhere, and to summon a BYTE article on a hypertext version of Gopher from the 1990s. I suppose software archeology is a hobby now. I am disappointed that we don't have wiki-like personal information tool that uses HTML/RTF/text and hyperlink as the information store, WordPress API as an authoring option, and the ability to migrate the repository from local drive to cloud.
[3] Outrageous you say! What could last that long? Well, yes.
[4] I'm a late adopter, but increasingly a fan.

Saturday, September 11, 2010

My ScanSnap S1300 document scanner review

I bought this scanner because Joe Kissell loved it and Kissell is a good geek. By my standards it was a bit of a shot in the dark, but I'm happy. Even so, I only gave it 3 stars in my Amazon review -- the software is worse than Kissell described (he uses DevonThink Pro Office, $150, so he didn't get the full software experience).

Read the Kissell review, then my own Amazon review. I'll probably do some updating here later, but I wanted to get this out (emphases added) ...
Amazon.com: Customer Reviews: Fujitsu ScanSnap S1300 Instant PDF Sheet-Fed Mobile Scanner (PA03603-B005)
I've been looking for this scanner for 15 years. It's good enough. It could be better, but it's good enough. If it lasts for two years I'll happily buy it again at the same price.
The hardware is essentially perfect. It's a bit annoying that you need two USB cables if you want to avoid the generic (mediocre) power brick, but blame that on USB. We should all be using either old style firewire or never coming USB 3, but we're stuck with USB 2. It scans both sides of paper at once. Yes, DUPLEX.
Although it's primarily a document scanner, I've used it scan color prints. The results were not professional quality, but they were darned good and fast.
The 300 page user guide documentation is excellent.
The software is mediocre. Some of the bundled OS X software is so old it's non-native on Intel machines, fortunately you can omit that install. Unlike the higher end machines you don't get Adobe's superb PDF/OCR combination (yes, once Adobe was competent), you get a much less efficient product called ABBY FineReader. Even so, it does produce PDF images with searchable OCRd text indices.
Most importantly, OS X Spotlight WILL index the text associated with these PDF image files.
The mediocrity extends to the ScanSnap Manager UI and workflow. Clearly this was a low bid contract. Don't expect much in the way of upgrades or future products. The scans, however, can be sent to products like DevonThink Pro ($150) for processing.
The scanner uses proprietary drives. This is the biggest concern. If they're not upgraded we can be sure that within 3 years they won't work on OS X. Fujitsu, notoriously, does not provide new versions of ScanSnap Manager without a hardware purchase.
There are other problems with the software, but so far it hasn't been unstable.
In summary, 2 star software, 5 star hardware, gives a 3 star review. Surprisingly, I still love the product. If Apple were ever to produce a scanner, it would be a lot like this, though with a better power adapter and infinitely better software.
If you prefer 200K OCRd B&W documents to 8MB grayscale/color you need to set and use Profiles. The software isn't smart enough to make that choice for you.

It occupies a corner of my desk where papers used to pile up. It uses less room than the papers, which now live in the recycling.

Update 9/14/10: various notes I really don't have time to assemble into a coherent whole, but will be of interest if you read this far....
  • There's a Carrying case offer
  • Scan Snap Manager includes an online update option from the Help menu
  • Uses a standard OS X Apple installer and documentation has clear uninstall directions
  • 1.2GB installation - watch carefully for the custom install option and disable Cardiris (143MB, needs Rosetta, not useful). ABBY is 526MB, ScanSnap Manager is 2576MB
  • Fujitsu sells consumables - cleaning kit, pad assembly (10,000 sheet or 1 year), Pick Roller 100,000 sheets or 1 year. Fujitsu is used to selling to the high end!
  • 1 year warrantte, no active exchange
  • Options like 1 page vs. multi-page are not obvious.
  • You can change options for a single scan without clicking Aplly (which is actually save) but the progress UI shows the saved settings, not the current modified settins
  • Profile Management has glitches with OS X Spaces and multiple monitors
Update 9/28/10: OS X black screened on me. First time in a very long time. SSM has to be #1 suspect.

Update 7/8/11: I can't recall what that 9/28/10 crash was, but it wasn't due to ScanSnap. Posting now because a comment on my Amazon review tells us Fujitsu has updated the S1300 drivers for Lion. Indeed, they seem to have updated all their current drivers. This was one of my concerns with the ScanSnap and I'm very pleased to see them do this. I'm not on Lion yet, so I'll hold off updating. I will download a copy however.

Update 4/14/2013: Today, after one mangled page too many, I decided this scanner was a bad idea. The sheet feeder simply isn't good enough.

Wednesday, August 18, 2010

Project Shredder begins

Gordon's Rules of Acquisition remind me that the purchase price is often the smallest cost of acquisition. So I like to digest each piece of gear before I bring down new prey.

The last meals have gone relatively well. My mother's iPad and my own iPhone 4 were big bites, but they went faster than expected. The Brother 2140 and updated Airport Express were bought for trouble-free implementation and they worked as expected. Migrating my old 3G to my son was more complicated thanks to AT&T's incomprehensible and undocumented contract rules, but it too has passed.

Since Canon refuses to make the dSLR I want [1], I'm delaying replacement of my aging DigitalRebel. So my path is clear for something more challenging.

Hence Project Shredder.

I am bad at filing. I've always been bad, but it's getting worse. Once the easy stuff is tossed, the hard stuff builds up in bins and boxes. I need a better approach [2].

I have some past experience with document and image scanning including developing document management technologies, but I've never felt that the technology was really ready for my home use. Over the past few years, however, OCR and full text indexing have matured into my zone of acceptably pain-free technology. Adobe's 1996-vintage PDF image/text format has become widely accepted [3]; it's the format I've wanted for fifteen years. The Fujitsu ScanSnap line has been stable and respected for at least ten years, and their space-saving S1300 has gotten a great review from a source I trust.

So it's time to make a stab at this. I'll have more to say in future posts about the S1300 when it arrives, and how the entire process plays out at our home [4]. Look for the "document management" tag for related posts.

-- footnotes --
[1] Stop the 3$!#$% megapixels Canon. Give us ISO.
[2] Adobe, like Microsoft, wasn't always a zombie company.
[3] Though Fujitsu's software distribution strategy may lead me to a Torrent client!
[4] I'll keep the way I file receipts and manuals. Receipts get tossed into a bin in chronological order. Manuals get placed in bookcase boxes in alphabetic order with the date of acquisition written on the front page. I weed receipts by tossing the bottom of the bin, the manuals as I add new ones. This process is so efficient I don't see much room for improvement.