Category Archives: Digital Toolbox

Building a Digital Research Library

What do ebook readers (devices and apps) provide that makes them so useful to family research? First, every ebook is fully searchable. You can quickly find things that never show up in the index of a print book. You can load an ereader device with hundreds of books so you can carry an entire reference library with you at all times–without breaking your back. Many devices and apps offer the ability to highlight and annotate your books. Some even let you share your notes with others. Speaking of sharing, a growing number of ebook sellers let you lend your purchased books to others, and many public libraries have subscribed to the OverDrive service so they can offer ebook lending, too. For those of us with aging eyes, one of simplest, but most useful, features is the ability to adjust the font size of your book’s type. Oh, what a joy that is!

Most of the ereader devices can also read PDF documents. I have spent a lot of time and effort scanning family documents, genealogical and historical society periodicals and other useful documents into searchable PDFs and I can now read them on my Kindle and iPad. Since they’re searchable, I can quickly get right to the passage I need by using my reader’s search function.

How does all of this put me into a “better place” as far as my research goes? First of all, I have the books and documents I frequently use on my iPad as either an ebook or a PDF. They are with me at the research library, the Family History Center and on a research trip. I’ve moved my magazine subscriptions to digital whenever possible and although they aren’t as search-friendly as other publications, I can maintain my collection of back issues with little effort and no guilt. I’ve been digitizing the society journals that don’t yet offer electronic versions of their pubs – and frequently remind them how much money they would save if they did offer digital editions. My workspace clutter is slowly beginning to disappear and I’m finding it easier to put my fingers on the information I need thanks to my computer’s search box.

There has been another unexpected – and very pleasant – result of my move to a more digital library. There are a number of public domain digital libraries that are digitizing dozens of new books every day. Many offer news feeds announcing each new book added to the collection. You’ll be amazed at the number of local histories, personal memoirs, regimental histories and published genealogies that are being digitized. Then there are the 19th century periodicals like Harper’s and The Atlantic, along with a growing number of alumni magazines from universities and even medical and scientific journals. All of these can provide some amazing research jewels.

Where do you find these nuggets of genealogical goodness? Here’s a list of digital libraries to get you started:

  • Internet Archives. This is a truly amazing organization dedicated to digitizing not only books but audio, video, web sites and more. In the Texts section you can browse the many libraries and collections or search for specific content. They offer an RSS feed announcing their latest additions. A quick look at the collections included in the American Libraries section shows some familiar names–Allen County Public Library, New York Public Library, The Library of Congress and the Georgia Historical Society. The site has a web-based reader so you can navigate and read books right in your browser, and they offer downloads in formats for just about any e-reader.
  • Google Books. Google has been digitizing books for years. The collection includes both public domain and copyrighted publications. They also provide a web-based reader and downloadable files. And, being Google, it has amazing search functionality. You can create a personal library in your Google profile to keep the useful books within easy reach, or download copies in several formats.
  • Project Gutenberg. This is the oldest and largest library of digital books. Since 1971, volunteers have been digitizing books and making them available to all. It’s not the best platform to browse, but does have a very good search engine. You might also check out the various bookshelves (topics) for books related to specific historical events or geographical locations. Books can be read online or downloaded in a number of formats.
  • ManyBooks is a much smaller library but has two things that make it very useful–RSS feeds by category and a very pleasant browsing experience. Titles often include nice descriptions and there is a facility for readers to add their own reviews. It also offers a large number of download formats. Although I use this library more often to find pleasure reads, the RSS feeds have delivered several histories that have provided useful tidbits for my family research.
  • The recent opening of the Digital Public Library of America has demonstrated the tremendous potential digital archives offer. Hopefully DPLA and its contributing archives will combine their contents under one search engine.

The efforts by these groups–and many others–to digitize historical books and publications are quickly becoming yet another research asset for the family historian. You can access any of these resources right from your desktop, but as your library grows you may well want to add an e-reader (device and/or app) to your digital toolbox.

Evernote’s Photographic Memory

Did you know Evernote had a photographic memory?

Evernote has some pretty significant OCR (optical character recognition) capabilities. What this means to you is you can take pictures of words, save them as notes in Evernote, and Evernote can read (and search) those words. Not only that, but Evernote can even read some handwriting (print, not cursive and realizing there’s some handwriting no one can read).

Okay, so how do you put this photographic memory to work in your research? The first step is to make sure you’ve got the Evernote app on your phone (iOS or Android). Now, use that app to capture photo notes. Some of the things to photograph include:

  • historical markers
  • headstones
  • documents
  • pages in books
  • handwritten notes
  • whiteboard information during meetings or classes

In addition to capturing the text of a photographed object, the Evernote app and your phone are also recording geolocation data. Add a few tags to better define each note’s contents and you have created a photographic memory of your research field trip.

Yes, there are limits to Evernote’s OCR capabilities. The quality of the photograph – and the object itself – will affect Evernote’s ability to recognize the text it contains. You can supplement Evernote’s OCR effort by including audio notes dictating the contents of the item you just captured in a photo note.

If you don’t have the Evernote app on your phone, get it now. It costs nothing but it’s value is priceless.

Tip: Dictate an Evernote Using Siri

Although you can create an audio note in Evernote, there are times – like when you’re in the car – that just getting into a note in Evernote can be too much distraction. If you’ve got an iPhone that supports the Siri personal assistant app, you can easily dictate a note to Evernote – hands free! Here’s how.

Since Siri doesn’t include Evernote support, your Evernote account needs a bit of setup before you can use it. All Evernote users have an email address that can be used to send all kinds of things to Evernote. If that email address isn’t already included in your iPhone Contacts, do that now.

DashboardMountOpen Siri and dictate, “Send email to Evernote”. Siri will prompt you to provide a subject line. Dictate the subject for your email/note and then for the body of the message. Siri will convert your dictation to text and send it on to Evernote for you.

Take advantage of these tricks to send your note to a specific notebook and include tags. Both elements must be included in the subject line. Normally, the notebook name is preceded by an “@” when creating an email note. With Siri, dictate, “at sign” and then the notebook name. Tags are preceded with a “#”. With Siri, dictate, “pound sign” and then the tag name as part of the subject line.

If you’re like me and get lots of ideas while you’re driving, this Siri/Evernote combo can be a very useful tool. Now all I need is a handy dashboard mount like this one and Siri and I will be the best of friends.

Advanced Evernote for iOS Webinar

Recorded workshop for advanced users of Evernote iOS. Topics:

- Page Camera and Evernote Smart Notebook by Moleskine
- Saved search
- Renaming and editing notebooks
- Note authoring techniques
- Siri and voice typing
- Email to Evernote
- Clipping websites
- Offline Notebooks
- Pin Lock
- Image text recognition
- Notebook sharing
- (Mac) Encrypting text
- (Mac) Simplifying and Plain Text authoring
- IFTTT (If This Then That)
- Skitch
- Penultimate
- Evernote Hello
- Evernote Food

File Management on the iPad

As tablets and other portable devices continue their dominance in the digital world, they have become a significant tool in our research world too. Combine the portable device with one or more cloud-based storage systems and you have most of your research tools and information with you wherever you go. Now, thanks to the updates to Readdle’s Documents [iOS - free] app, you have the ability to access, view and annotate just about any kind of file on your iThings.

This doesn’t mean just PDFs either. You can read ebooks (ePub and FB2 formats) that aren’t locked with digital rights management (DRM) as well as MS Office files. You can view videos in Documents and listen to audio files stored on your device. You can save email attachments and read them in Documents. You can edit text (.txt) files and annotate most others. There’s an internal browser where you can browse the web, save bookmarks, save web pages as Web archive files (great for Scrivener users) and download files to the app’s Documents tab.

All this is amazing enough, but the file management features included in this app are almost mind-blowing. First, you can connect to just about any cloud storage service – iCloud, Dropbox, Box, GoogleDrive, etc. There is also FTP and SFTP support and USB transfer via iTunes’ file sharing function. Best of all, you can connect your device to your computer’s file system via local Wi-Fi. By this I mean, it’s only available within your home when you are connected to your home Wi-Fi network.

The files in my Documents app as displayed in my Mac's Finder app.

The files in my Documents app as displayed in my Mac’s Finder app.

In this example, you are looking at the Finder (file manager) app on my Mac displaying the files in the Documents app on my iPad. I can easily copy/paste files to the iPad from my desktop.

Documents files screen

The same files viewed within the Documents iPad app.

The Documents iPhone app has all the functionality of the iPad, but the interface is designed for the smaller screen and reading a letter-sized PDF on the iPhone’s small screen can be a challenge.

Documents is quickly becoming an important component of my mobile research toolbox, giving me the ability to quickly load and unload the documents I want to have with me at the research library, society meeting or conference as well as giving me the ability to download files directly from the web. It didn’t take long to work this app into my daily workflow.

Keep your digital research tools up-to-date

Microsoft announced yesterday that they will end support for Windows XP on April 8, 2014. If you are using an even older version of Windows, you’ve already lost support for your system. What does this mean to you? It means you no longer get updates from Microsoft to fix bugs found in your operating system – including vulnerabilities that could make it easy for hackers to gain control of your computer. It means you’ll find that software applications are leaving you behind too. And, because web sites are taking advantage of the latest and greatest features in current browsers, you could find yourself getting left behind there too.

If you’re still running on an old computer that doesn’t have the processing power or memory needed to keep up with today’s operating systems, it’s time to consider upgrading to a new computer. Thanks in part to the growing interest in tablets, you can find desktop computers starting as low as $300. There are a lot more choices too. In addition to desktops, there are laptops and netbooks (smaller than laptops).

It doesn’t cost you anything to look.

 

Have you met Izik?

Izik (pronounced “Isaac”) is a new and fascinating search engine. Not only does it revolutionize searching, it presents those results in a beautiful format that makes it much easier to browse. To see for yourself, just hit the Demo button to the right of the search bar. There’s also a pretty awesome iPad app – and it’s free!

Sample Isik search

Flickr iPhone Tips

Are you using the Flickr app [iPhone - free] on your iPhone? If not, why not? It’s full of great features. Did you know you can manage a Flickr group from your iPhone? Very cool! Over at the Flickr Blog you’ll find details on this tip and a bunch more.

Documents App by Readdle

ReaddleDocs for iPad has received a significant update including a new look and new name – Documents [iPad - free]. The name is deceptive, however, since it’s a whole lot more than just a document reader. It’s also a file manager, music player, photo viewer, text editor and video player. It can read PDFs, ePubs and Office files, open email attachments and move files to and from just about any cloud service you might use.

Documents main screen

A view of Documents’ main screen.

The app’s document manager can move files between devices and systems within your local network as well as connect to just about any cloud service. And, you’re not just limited to downloads either. You can upload files from your iPad to your desktop or Dropbox or whatever service you use.

A PDF document viewed in Documents

A PDF document viewed in Documents

The reading experience is quite delightful too. In this example, you’re looking at one of my WordPress guides that was created using Keynote and saved as a PDF. You can also read ePub books in this app. With Documents, you can highlight and annotate your documents, add bookmarks and sticky notes. You can then email your annotated document to others.

It’s an absolutely amazing app – even more so because it is free. Take a look and see if you don’t find it one of the most useful apps installed on your iPad.

Kindle Library Management

If you have a Kindle – reader or tablet – you should also have the Kindle reader app installed on your desktop. There are a number of reasons including the fact that every time you download a book to this reader, you are physically putting a copy of the book on your computer. As we all know, it’s always good to have backups. Another reason is that it’s the easiest way to manage your library. It’s much faster to create collections and move books to them than on either your Kindle device or your web-based Manage My Kindle page.

Import Collections Screen

As you see in this example, if you’ve already set up collections on your device, you can import them to the desktop app. Just click on the tiny down icon located under the plus sign (+) to the right of COLLECTIONS in the sidebar and choose the Import Collections command, then select the device to import collections from and click on the Import button.

Book Tools Menu

Once books have been added to your desktop app, you can set up any number of collections and drag/drop books into them. And, you can have books arranged in more then one collection. When you right-click on any book cover, you’ll see a menu of functions you can perform on that book.

Notes and marks sidebar

I use my desktop app for quick access to reference material while I’m researching and writing so I especially like the My Notes & Marks command. It opens the book with the Notes & Marks sidebar listing all the items in this book. I just click on any one of them to be taken right to that page.

Although the desktop app isn’t my idea of a great reading experience, that doesn’t mean it can’t be useful. It has all the annotation and reference features of the portable readers which makes it a great reference tool that’s within easy reach while you’re working on your computer.