I know some people find automation daunting. Fortunately, some of the most effective Mac automations are simple enough to get anybody started. The native MacOS automator app alone can save you from boring and repetitive tasks. Better still, Mac automation can save you from having to remember those tasks. A good example of a simple automation is how to automatically mount an external drive to create a bootable clone for backup.
Backup Strategies for macOS
The past 18 months we’ve had some hardware failures that took me from feeling over-prepared to being relieved I have this all set up. A solid backup and recovery scheme is table stakes for most nerds, but in my experience the same can’t be said of academics. To say nothing of the way most students wing it with their data. I’ve lost count of the horror stories I’m privy to. Undergrads losing devices, or having them pinched. Graduate students having to ask supervisors for a copy of their own thesis, or recompile dissertations from draft fragments. My backup strategy looks like this:
Regular time machine backups to an external drive on my Synology rt2600ac router. Setting up Time Machine to backup wirelessly is an overlooked example of Mac automation
Continuous offsite backup of everything to Backblaze. For US$5 a month, I have almost 6 terabytes of files backed up.
An automated, bootable clone of my entire system updated every night using SuperDuper!
If you have a solid backup strategy, regularly creating bootable clones of your whole system drive is no doubt part of it. If it isn’t, it should be.
Automatically Mounting an External Hard Drive
One of the problems with automating the creation of a bootable clone is the drive must be mounted. That might seem like I’m stating the bleeding obvious, or overlooking an obvious solution, but keeping a clone of your system mounted at all times can create all kinds of problems. Once the drive is indexed, you can have issues with document conflicts, messed up caching, and all manner of application weirdness. It doesn’t take much to launch the wrong version of an app, then you’re in a world of hurt.
The answer, of course, is to automatically mount the drive before backup, and eject it afterwards. But how to do that? Ejecting the drive is the easy part. Any decent backup, cloning app will have this functionality. This includes apps like Chronosync, Carbon Copy Cloner, or if you’re a Setapp user, Backup Pro. My favourite drive cloning software for Mac is Super Duper! for its elegant simplicity. Using Super Duper! to automatically eject the drive looks like this:
But, we are putting the cart in front of the horse. The question remains, how to automatically mount the drive. Thankfully, that is also simple. We can use a single command in AppleScript.
One Line AppleScript to Automatically Mount External Drive
A simple one line AppleScript to make a Mac automatically mount an external drive looks like this:
do shell script "diskutil mount clone"
To make it work you either name your drive ‘clone, or edit the script where it says ’clone’ with the name of the target volume. All that’s left is how to trigger the script. The more you start to peel back the layers on Mac automation, the more you realise how many different options there are. Here are three ways to run the above AppleScript, and automate the mounting of an external drive.
Automatically Mount External Drive with Automator Calendar Alarm
The first option is to use Automator, the native Mac app. Automator can utilise the Mac Calendar app to trigger simple MacOS automations with an alarm. Here's how to setup an Automator Calendar Alarm.
Open Automator from your applications
Choose Calendar Alarm
Search the actions on the left for ‘Run AppleScript’ and drag that action across to the workflow editor on the right — or double click
Clear the window and past our single line of AppleScript into the ‘Run AppleScript’ window. Here is that line of code again:
do shell script "diskutil mount clone"
Click on the little hammer icon to compile the script, then save the workflow and give it a name.
As soon as you save the workflow it will open the calendar app with a new entry. All you need to do is move it, and schedule it like you would any other event.
There is amore convoluted way to do this from the calendar itself, but the result is the same. I recommend building the workflow yourself, simple as it is. But if you’d rather, you can download a copy here
Automatically Mount External Drive with Keyboard Maestro
I would be happy using the Automator workflow above if I didn’t already use Keyboard Maestro. Setting up Keyboard Maestro to trigger the script is easier still. It’s not the kind of thing I suggest you purchase the app for, but the kind of simple use case it is often overlooked for.
Another option is to use Lingon X, a powerful automation utility that can launch practically anything. Lingon X is ideal for a job like this. To use Lingon you ned to save the script itself first.
Launch the native Mac Script Editor from Utiities
Paste the AppleScript into the editor do shell script "diskutil mount clone"
Compile with the little hammer
Save the script
Schedule a new job in Lingon X to run the script before your clone is set to run.
There is also an App Store version for Lingon available.
Choosing an External Hard Drive for Bootable Clone
The last word on this is doubled edged. You should of course try to be savvy about the external hard drives you buy, but this workflow wouldn’t exist if you could be certain you’ll never buy a lemon. I mentioned in my post on replacing the Apple Airport Extreme that Backblaze keep excellent drive statistics. Understandably, it doesn’t include the kind of portable external hard drives you will likely use for this kind of automated clone backup. I feel well covered with my setup, but I know plenty of people who like to rotate the drives and keep one offsite. Either way, I have always found Seagate Expansion drives to be fast, and reliable. Connected to a Hub, and stashed under the desk to avoid more clutter.
You might have heard the news that Apple discontinued their Airport Router line recently. For a time Airport routers had distinct advantages in usability, and wireless Time Machine backups were once like magic. But now, Apple would have to build something an order of magnitude better than the last remaining Airport devices to compete with the likes of Synology. If you are looking for an alternative to Apple Airport Extreme, or Time Capsule, I recommend taking a look at Synology’s routers. This covers my experience replacing an Airport Extreme with the Synology RT2600ac.
Synology RT2600ac: Best Non Mesh Router?
Mesh Wifi is all the rage. While commercial mesh wifi has been around for some time, it is only in the past couple of years consumer tech has started to benefit. Mesh products have flooded the market, and savvy product placement has made the likes of Eero, and Netgear’s Orbi coveted home networking solutions. But, as much as mesh has become more accessible, it remains relatively expensive, and it isn’t always necessary. For a modest sized property, a decent stand alone router might even be a better option. Such is the situation I’m in. Knowing I don’t need mesh, I wanted to buy the best stand alone router I could find for non mesh wifi.
Having gone with the Synology RT2600ac, I couldn’t be happier. I have never owned — or even used — a router even half as good as this thing. I’m no networking expert 1, but I know my way around the awful browser-based interfaces generic routers ship with. Where Apple Airport routers offered sharp relief from the abominable user experience of those devices, Synology routers go much further. Both the RT2600ac, and the RT1900ac, benefit from Synology’s pedigree as a network storage provider. Which means you don’t just get an excellent, easy to use stand alone router, but also a mature ecosystem of app packages to extend its functionality.
Inexpensive Network Attached Storage
I wanted a network storage solution, but dropping more cash on a NAS drive at the same time wasn’t an option. The fact that Synology routers can double as a lightweight NAS is the big bonus for me. Synology Router Manager (SRM) has a number of features ported from Synology Disk Manager, including a package manager. If you attach a USB drive, or a high capacity SD Card, you can install and manage packages that include a VPN server, download manager, media server, and Cloud Station Server. Setting up a personal, private cloud is simple and it works very well.
Wireless Time Machine backups were the killer feature of Apple networking. That was obviously the purpose of the Time Capsule base station, but the Airport Extreme could do it too. Having Time Machine on the network was extremely convenient, but the network storage capabilities are about as limited as it gets. Sure, you could set up file sharing, but it wasn't great in my experience. By contrast both Synology models can do much more with a drive, or two attached. Time Machine is where it starts, rather than where it ends. This is just one reason that a Synology router is less an alternative to Apple Airport Extreme, and more an upgrade.
Quick Connect and Dynamic DNS Support
This is also huge, Synology even provide their own free service for dealing with dynamic IP addresses. I am in favour of cutting back third-party services wherever possible. This might be stretching the definition, but it means no more janky DNS updaters, or scripts to make my network accessible. Synology makes securing devices with SLL more user friendly than it normally is, and their Quick Connect service helps mitigate common problems with port forwarding and so on. All of which means I'm now living the dream of reliable external Plex access. It would be ideal for gamers who want to get on with things without becoming network engineers.
Synology routers support both inbound and outbound VPN connections. A common use for a private VPN is securing your traffic while using public Wifi. Synology routers have a simple, user friendly package called VPN Plus Server that will allow you to use your home network no matter where you are. SRM also makes it easy to connect your entire network to a VPN, if that is something you need. I use NordVPN
Suggesting ‘your mileage may vary’ is more relevant than ever here, but the Wifi coverage I get from the Synology RT2600ac is so good that setting up a mesh system would go be overkill for me. Our place is pretty compact, but we have close neighbours for interference, and a long driveway. Yet I can walk out the gate before I’m kicked off the wifi, and there is nowhere inside our place the connection is not consistent.
My admittedly unscientific tests include walking to the other side of our garage, which would make me roughly 30 metres from the house with two brick walls, double glazing and a car between the Synology RT2600ac and my iPhone. I still get 50% of the downstream bandwidth, and everything available going up.
Bonus Tip: Best External Hard Drives for a Synology Router?
This will depend, either on how much you’re willing and able to spend, or on what your goal for the network attached storage. If you’re looking for an Apple Airport Replacement, you will obviously want a decent drum of storage. The good news is this needn’t be an expensive exercise. I use Backblaze for peace of mind off-site backup. They have always been excellent, so I have every reason to trust their data and recommendations. Every year they publish a list of Hard Drive statistics. It’s a handy guide that can help you avoid buying lemons to put your data on. After pouring through the tables, I ended up getting a 4TB Western Digital Drive.
If you like the idea of setting up the NAS capabilities of the Synology RT2600ac, one thing to be aware of is redundancy. Genuine NAS drives are configured in RAID arrays, with redundancy built in. You can get decent stand alone RAID drives from the likes of Western Digital, but do the math an you might as well look at the lower end Synology boxes. Luckily, another great feature that Synology router’s can tap into is cloud backup. Again, I use Backblaze for this, utilising their low cost B2 storage with Synology’s Cloud Station Backup. The way I see it, if a drive fails I’m covered, and with any luck that won’t happen before I’m in a position to upgrade to a full blown disk station NAS.
Alternative to Apple Airport Extreme
Apple recently published a Support article with information for a Wi-Fi router to use with Apple devices. Some of what it contains is best practice advice, so they’ve been a little loose with the meaning of ‘essential’. Nonetheless, if your looking to tick all those boxes the Synology RT2600ac will do that for you. So will the earlier model, the RT1900ac for that matter. I have very rarely been so happy with a piece of hardware, and never ever felt compelled to write about a router before.
in a former life — for my sins — I was a software installation engineer ↩
If Notebooks isn’t best note taking app for iPad, it is definitely the most underrated. If you're looking for a markdown notes app, a writing app, or a document storage container with a few unique tricks, you won’t find many better. Part notebook, part storage locker, and part GTD task management system. That might sound like a janky combination, but not only does it work well, it looks pretty too. It has been around for a while, so in lieu of a comprehensive review, I want to highlight a particular feature I haven’t seen anywhere else. The ability to turn notes into tasks.
If you have a lot of reading to keep up with from a variety of sources, this is very handy. For planning and tracking big reading projects I still use TaskPaper on macOS, with its counterpart TaskMator on iOS. That system works well, with the outliner style lists making it easy to break up books, journals and so on with due dates. Using Notebooks has a distant advantage over that system, as it can collect the reading material itself. Web pages, notes, PDF documents, Word files, you can read them all directly in Notebooks. It will even let you index epub files to open in a third-party reader, like Marvin. Remember, at its core this is note taking app, while reading you can highlight text, make annotations, take clippings, and more. You can also take notes.
Notebooks Reading List Workflow
This is a simple idea that in practice will help keep track of reading lists, note revisions, or really anything text based. It’s true you can fashion a similar system by chaining apps like DEVONthink and Things 3 together. To my mind this is more elegant, or at least less confusing.
It works like this. As I collect reading material, I drop it into a Notebook that has been setup as a task list. When I’m on the clock I can setup due dates, reminders and so on. More importantly, I can tick items off as I go, meaning a quick visual guide is available to measure progress. It’s easy enough to use Notebooks’ share extension for this — or bookmarklets on the Mac — but there are two alternative methods I prefer. First, Notebooks has a very hand URL scheme which is clever about capturing all kinds of data, which makes setting up a custom action extension for Workflow trivial.
The Workflow action above is especially handy on the iPhone, but the iPad has another option that is easier still. Notebooks has excellent support for the drag and drop feature of iOS 11. So if you don’t fancy using Workflow, you can use multitasking to simply drag links and files directly into a reading list. Or, you can use something like the excellent shelf app Gladys to hold the material you collect before dropping it into Notebooks later. Gladys now has a Mac version too, which adds some continuity to the workflow.
Among the Best Note Taking Apps
If you follow this site, you probably know by now that all my data ends up in DEVONthink, one way, or another. Whatever passes through Notebooks still ends up there, but DEVONthink’s super power is search. It has passable editing and annotation tools, but I prefer doing the interactive work before it ends up in what is essentially a personal research database. For a lot of users Notebooks might even be enough. While the task management features were no doubt conceived for GTD nerds, they end up making Notebooks among the best note taking apps for college, or university users. The caveat being it's not a handwriting app. In fact if anything holds it back, that would be it. I would get around that by using Nebo as a capture tool myself, they complement each other well.
If DEVONthink’s not your jam, or you’re looking to replace Evernote with something private and local, Notebooks is a handsome and feature rich app. It has relative feature parity across macOS, and iOS, and a lot of unexpected touches. GTD purists could configure tickler files, and contexts until their head is sufficiently empty of all that arduous, excess thought. 1. It can even run its own local WebDAV server for private local sync. It sounds strange, but it’s really not.
Everybody’s talking about Things 3. Now that I’m on the bandwagon, here is my take on what makes it presently the best task manager for macOS and iOS — for me at least. Inevitably this mean comparison with what I turned over along the way. Running pathological optimism means I’ve tried them all, but Todoist got left behind this time round. I’m not here to run that app down, it remains excellent for many reasons — maybe even better in ways that don’t matter to my workflow. But, should you be wondering, is Things 3 better than Todoist, perhaps this will be useful.
Todoist or not Todoist
I‘ve only been using Things 3 for a few months. In truth, I’m generally suspicious of trends, so I tried to avoid it while I still had good reason to. Even if I’m only making excuses, I need more than new and shiny. Thankfully, a genuine reason presented itself when my Todoist subscription was up for renewal. The cost of renewing that sub wasn’t much less than buying the Things 3 suite outright. Between the annually recurrent cost, and various Todoist annoyances, it was worth kicking the tyres. As it turned out, a trial on macOS convinced me to jump.
Initially there were two features I missed from Todoist. I’m over them both already. First, the API allowed me to use Zapier, and/or IFTTT for various automations. Second is the natural language parsing for task entry. At least I missed that until I realised it’s either a bonhomie for laziness, or an easy way to fill up a task list with lots of nonsense you’ll never do. Never mind that with a keyboard the difference in keystrokes is minimal. I’m not saying I wouldn’t like to see better natural language support added to Things 3 — it does include some basic date parsing abilities — but it doesn’t come close to being the show stopper I thought it might. If anything, the relative slowdown — minimal as it is — helps add a little more deliberation into the process.
To the first point, with native automation Cultured Code has made significant inroads to mitigate some of the abilities lost by not having an API. By all accounts, the recent addition of a deep, and flexible URL scheme is just the beginning, with other innovations on the way.I would argue that inter-app automation is not just as useful, but in some ways more relevant. The automation I used most would automatically copy editorial tasks to Trello. I was able to create an analogue of that on iOS, using Workflow. Anyone who complains about the ‘extra step’ of pushing a button could look out the window once in a while.
Native inter-app automation breaks dependence on the web. In the process it cuts back the surface area of data-sharing with third-parties. More than that, there is an immediacy to working locally that allows for sharing rich data. Being able to delineate notes, mind maps, or outlines into actions opens up all kinds of possibility for continuity. Particularly for a writing workflow. This makes a lot of sense for academic work, research, and writing. Or for any other kind of work that includes creative planning.
It’s true the barrier to entry for URL based automation is a little higher than web automation. It’s not that it’s difficult to grasp, more that building the links themselves can be tedious. Cultured Code appear wise to this, having created a link building tool on their website. With nothing left to miss, one can enjoy all the benefits delivered by clever design choices, and opinionated simplicity. Ironically, my biggest concern over both those features was the possibility for double handling and time wasting. And yet, Things 3 is both an app I would rather spend time using, and one I don’t have to.
While these new automation features are getting all the attention right now, it’s a couple of subtle, but significant design choices that make Things 3 so effective. I found the flexibility of Todoist equal parts powerful and beguiling. Getting the most from it requires one to configure projects, labels, and priorities to facilitate query filters built around those different pieces of metadata. If you get it right you can contextualise your workload with extremely specific queries. This is a major strength if you need that kind of detail, however, with so much configuring, and fiddling to get it right, it can also be a headache. I never felt like I had it configured very well, so the temptation to reconfigure always hovered.
Things 3 is completely different. I'm not going to run through all of its features, there are better places for that. For my money, what makes Things 3 worth recommending is a couple of subtleties that mean I spend less time managing my task list.
The first touch is indicative of the user experience in general. The way Things 3 handles the inbox. Processing is simple, a task only requires one touch for removal from view. If all you ever want to do is put due dates on your tasks, Things 3 will consider them processed and essentially remove them from view, until the day they require actioning. If you’re wired to slowly disintegrate when faced with growing clutter, this is priceless. Most task mangers have some kind of filtered view to show you only the tasks you need to see, but they all require a lot more interaction. Things 3 is designed to cut back on over-processing by making it extremely simple to get a hold on what needs doing. In that way it’s the opposite of Todoist, but that doesn’t mean it is without flexibility.
The emphasis in the Things 3 user experience is on aesthetics. As a method for task management, it leans on visual organisation. Elements like headings, tags, and manual ordering, can be employed in the myriad ways. They can even constitute productivity systems favoured by nerds. On the flipside, Things offers enough customisation to avoid forcing users into an inflexible, or totalising system. Configuration requires little fuss if simplicity is your thing. Or, the various organisational delimiters apply to whatever bespoke version of getting things done you run with.
With this app being written about so much, I might surprised to have hardly seen security mentioned, if it weren’t for the fact this is an area that very little light is shined on in general with task managers. Given I was using Todoist, it would be a little rich to take Things 3 to task over security holes. I would argue that Todoist does the minimum required for data security; they could do more. While the mechanics are similar, it's a fact that Things 3 is better than Todoist on security. Cultured Code use better encryption, and provide better insight into what they are doing. Nonetheless, the proprietary syncing would be dramatically improved with client side encryption.
From a personal point of view — and this was the same stance I had with Todoist — should anyone hack them, my own task list would not be the most exciting or revelatory reading. Unfortunately, in taking this stance I’m part of the problem, as it overlooks the importance of data security in general. Users so commonly make these kinds of compromises, we excuse developers from making improvements. Who can blame them for focusing on the squeeky door? A little more noise would go a long way to ensuring security standards are improved more generally.
Cultured Code suggests they may add client side encryption ‘at a later time’, I would add that it is on users to ensure they do that by making clear it is necessary. This remains an opportunity for them, especially considering the OmniGroup are setting the standard for end-to-end encryption in their software. Which means, if you cannot afford to compromise on security at all, I would recommend using OmniFocus. With all the changes coming this year, OmniFocus is worth keeping an eye on. Should they drastically improve the user experience, the security factor will have me sorely tempted to jump again. In the meantime, if you’re using Things 3, know that your data is pretty secure, but not that secure.
Is Things the best Task Manager for macOS and iOS?
That seems to be the question everyone wants answered, but changing your task manager for the sake of it is madness. Unless it’s your hobby, in which case I can’t help you. 1 If you have something that is working well for you nEverybody’s talking about Things 3. Now that I’m on the bandwagon, here is my take on what makes it presently the best task manager for macOS and iOSow, I’m an advocate for the ‘ain’t broke, don’t fix it’ adage. On the other hand, if you’re struggling with an unnecessarily complex setup, or software that ends up being another thing to manage, you could do a lot worse than give Things 3 a look. It is being talked about with good reason. 2 If you have never used a task manager before, choosing the right one can be confusing, but I wouldn’t hesitate to recommend this to new users.
For my own purposes, right now Things 3 is the best task manager for macOS and iOS. While not perfect by any means, it manages to walk the fine line between simplicity, and customisation. Again, my aim is not to deride Todoist, nothing has stopped it bearing the standard for cross platform support, collaboration, and web automation. But, if you’re already half way out the door, in many ways I have found Things 3 better than Todoist.
For macOS users, a free trial for Things 3 is available, or you can pick it up on the Mac App Store. Unfortunately, the iOS app is not universal, so you do have to buy seperate apps for iPhone and iPad. Although, that does mean if you want to try it out on iOS without going all in, you can purchase the cheaper iPhone version to get started.
Here we are again. It's probably obvious I don’t write this blog all day everyday. All the same, I would like to have gotten this out earlier than now. The first two posts in this little series — for the iPad, and then the Mac — had a more ‘productive’ focus. Essentially, they were about work of one sort or another. The iPhone is different. It’s not that I never use it for any kind of work, more that I find more value in the other things it enables. Not in a million years would I shell out the criminal cost of this device if it were not for the camera, and thankfully the fun doesn’t end there. 1 Among the best iPhone apps of 2017, these were personal highlights.
Yes, I use Telegram. It's still the best cross platform message platform, and a surprisingly effective means for sharing, and transferring media files. iMessage has a way to go before it can match Telegram’s growing network of automated bots. With one caveat, though. If much of what’s been written about Telegram’s encryption has been easily countered, should you have more serious encryption needs I would recommend Signal, or Keybase. I continue to enjoy the service Telegram would be dramatically improved by default end-to-end, standard public key encryption.
The Keybase app is a front end for a public key directory that provides both secure communication, and verification of identity. I have used the Signal messaging app on and off for years, and while I trust the encryption it has never had the greatest user experience. There is more going on with Keybase, but it does an admirable job of making nerdy protocol easier to use. The effort to demystify public-key cryptography is something we should do everything we can to promote.2
This also made the iPad list, it’s even better on the iPhone. Clever touches like the Jump Bar make Reddit a less masochistic experience than ever. Whether or not using Reddit more is good thing remains to be seen. Apollo is a showcase of good design; an advertisement for the Apple design guidelines
Gamification once seemed silly to me, then I got really sick. I have since tried all manner of ridiculous methods for forming new, and better habits. Or indeed to break old ones. This is the only app of its kind that has stuck. That it limits the number of habits you can track at once is part of its charm. Such sensible decisions run through the app. With Apple Health integration, Streaks has been a helpful form of pseudo-psychological trickery.
Getting accurate weather data where I live can be difficult. There are no Weather Underground stations close enough. For accuracy, we tend to use New Zealand’s own Met Service, and their abominable app — if we have to. For the purposes of gathering data, historically, we have been left off the map down here. 3Weather Line uses Dark Sky, 4 so data-wise it is a bit of a Hail Mary. And yet, the forecasting hasn’t been too bad. The app itself is exactly want I want from a weather app, clean, simple, and fast to read. This is single purpose design done properly.
I have tried many different notes apps, but I always end up back at Drafts. The fact that I can do so much with the text when I’m ready to process it makes it ideal. It says a lot about this app that despite how long it has been around, and despite how long I have used it, I still find new uses for it. Yet again, it has genuinely been a highlight.
Still my favourite vocal recorder on iOS. If you need a little more than the built-in memos app can offer, this is probably for you. It also has speech-to-text powers, which work about as well as anything else using iOS native dictation. As you can see from the screenshot, the results can be amusing.5 However, the transcription function is useful for searching recordings. Automated cloud storage is nice peace of mind for important recordings.
My frustrations with RSS clients are akin to those with email apps. I’d much rather be using RSS than email. I still like the layout of Feedly’s official client, the magazine aesthetic is a better reading experience than most RSS apps. Unfortunately, it is buggy, slow, and like a lot of web wrappers it can be really annoying on iOS. Worse, it doesn’t support basic native in-text functions of iOS 6. Lire’s granular full text caching, and clean readability make it an ideal foil for Feedly’s shortcomings.
Novel Shots and Momentos
As I mentioned at the outset, the camera is the reason I dream up excuses for owning this device. The native camera app is almost always good enough. If you're interested, the featured photo of this post was taklen with the native app. There is no filter, and no HDR, it is simply a point and shoot from my balcony one evening. Having said all that, innovation in mobile photography means there are still discoveries to be made. Among the best iPhone photography apps in 2017, these were the ones I got a kick out of.
With the range of impressive camera apps available for the iPhone, it can be difficult to know where to start, let alone where to land. Especially if your enthusiasm outmatches your knowledge. I could have chosen any number of apps, but if the challenge is to pick just one, this is it. Unlike a lot of other manual ‘power user’ cameras for the iPhone, ProCamera can shoot video. It also captures some the best HDR images I have seen.
If you haven’t heard of it, VUE is a montage video camera and editor. Even if what creates is nothing new, this app has always been a clever way to create short, and unique videos. Thankfully the developers have never given in to feature bloat. Changes, and new features have only ever enhanced the app.
It is possible this app appeals more to me as a parent than anything, but I wouldn’t write it off too quickly. It started life as a kind of memory experiment, which even became a TED talk. 1SE received some welcome attention for the iPhone X, adding — among other things — some automation for the nostalgic, but lazy, user. To be fair, I might fit the bill, if it weren’t for being a control freak too.
You might have come across Tasty Pixel’s clever Loopy app. If you haven’t, let Jimmy Fallon show you what it does. On the road to building a pro version of Loopy, Tasty Pixel released this ridiculously fun little app. As much as it is clever way of testing the looping engine, the playful, rainbow coloured interface of Samplebot belies a neat, self-contained package of sound-mingling fun.
There are so many amazing iOS music apps these days. I decided to highlight a couple of apps that absolutely anyone have some fun with, no matter how novice, or expert you might be. This kind of app is not new to iOS, we already have the likes of Figure and Auxy , and Focusrite’s own Blocs Wave. Yet, with Groovebox they really seem to have hit on the formula for accessible, semi-automated composition. Groovebox is free, but heavily extensible. If you ever wanted to make some beats but didn’t know how, this will get you started. Never mind the purists, this is what fun looks like.
Welcome back productivity nerds. This is part two of a gripping trilogy on software highlights from 2017. In part one, I catalogued some of my favourite iPad apps from last year. The meat between the iOS device sandwich, is of course the Mac. So here we go again.
Before we begin, if you’re interested a number of the apps on this list come with Setapp. That is something I’ve written enough about recently, so if you'd like to read more about Setapp, you can do so here. The apps in question are clearly marked with the appropriate links. Remember, these are just the highlights.
The barometer I use for organisational tools is how much time it takes to manage them. That I spend very little time in the app itself, is a good indication Things is doing what it’s supposed to. The way Things handles the inbox is better than any other task manager I have used. I don't feel like I am double handling tasks. I thought I might miss the automation of Todoist, but so far I haven't really, the email to Things feature is enough.
I still haven’t found the time to write this up properly, but I did give it a cursory post. While you can get lightweight versions of some features, there still nothing like Scrivener. This new version is a long way from the early skeuomorphic days. Now that the interface is so crisp, and clean, it looks every bit the modern Mac app. Further to the visual touches, a long list of new features have improved an already powerful piece of software. If you do any kind of serious long-form writing, and you’re still using a traditional word processor, I’m sorry but you’re mad. 1
Ulysses also makes the charts across both platforms. I use Scrivener a little more on macOS. But as I mentioned in the iPad post, all other project based, long-form writing, and content for this blog is created in Ulysses. I now also use it for posting directly to WordPress, and I couldn’t be happier with how well that works. Setapp takes care of my Ulysses subscription on macOS, and iOS.
Most of my reading, annotating, and editing of PDFs happens on the iPad now. I’m so used to doing that work with an Apple Pencil that marking up PDFs on a Mac can be frustrating. Despite that, there are occasions that demand more screen space, and sometime I need to extract a lot of text from a PDF. Highlights can extract highlighted text, and annotations in Markdown, which is something I cannot do on iOS — defintely not in markdown. 2 Now that DEVONthink handles all of my OCR needs, this is the only other PDF app I need on the Mac.
While coverage has focused on the iOS version, 2017 was also the year I went all in with DEVONthink on macOS. I once shared the superficial concerns of some prospective users, but even if i’d like to see the interface overhauled, I’m glad I got over myself. 3 DEVONthink is a heavyweight application, so getting the most from it takes time. The depth of functionality is perfectly suited to the archive, search, and retrieve workflows required of serious research, so that time is worth investing. I no longer have any trouble finding important documents. My records are organised with some sanity, and I know how, and where to find research I have spent considerable time gathering.
I have known about TaskPaper for a long time, but never really used it properly. That changed last year. With TaskPaper’s plain text super powers, I have cobbled together something resembling a system for planning and tracking my reading, among other things. It might seem like overkill to be employing a form of task management on top of a dedicated task manager, but it helps my scattered mind no end to seperate the finer details. Setapp
Anyone working with text should have this in their kit. No matter what that work entails. Marked is a kind of Swiss army knife for writers. If you are relentlessly obsessive about what you do with words, you will recognise a fellow traveller in this app. It even includes features to improve your writing. Anything I write about Marked risks underselling it. It’s worth a hell of a lot more than what it will cost you. Setapp
I archive a lot of data in DEVONthink, but I don’t use it for bookmarks. Instead I use the perennial wonder machine, Pinboard.in for archiving web pages. Spillo is easily my favourite macOS client for pinboard. Minimal, and opinionated with just the right amount of nerdiness. It’s fully scriptable, and even has its own plugin SDK. Since setting up an Alfred workflow with Spillo, I get more use out of Pinboard than ever.
Until last year, I hadn’t done any programming for a long time. I still don’t, but I can at least lay claim to vandalising code in my attempts to learn how to. For my humble use of git as it is, Tower is more than I need. Then again, using such a wonderfully designed piece of software can only be helpful if I’m to learn things the right way. Working Copy on iOS is currently my favourite Git client on any platform, but this is a pretty close second. Things could change any day now.
I agonised over choosing a text editor for learning development skills. With growing support out there for Visual Studio, I gave it a test run. If easier to configure, ultimately I didn’t like working in it. I tried Atom, and liked the general feel, but I can’t yet benefit from its configurability — honestly it felt kind of slow. In the end, true to form, I landed where I started. Now that I have it set up properly, Sublime text has become one of my favourite applications. As for extensibility, the Sublime SFTP package is the best thirty bucks I have spent in some time.
Another of the technical tools I require, this one has a lot of tricks. To call Forklift the best FTP client I know of would undersell it4. With a slick designed dual pane file browser, file syncing, drive mounting, keyboard kung fu, and all round excellence, these days it is always open on my Mac. Setapp
The most deceptively simple looking app I own. Super Duper overcame a momentary rough patch to deliver an unbelievable improvement to an already excellent utility. With the advent of APFS, it now creates bootable snapshots. The scheduler works so efficiently, I hardly even notice. I can’t begin to express the peace of mind.
There was an intense time-tracking trend among a sub-section of nerds last year. Trust me, that’s not happening here. I find the idea of tracking every aspect of your life disturbing. I use this app in a much less pervasive way, for tracking writing projects. I gather data on how long it takes me to write certain things, so I can better understand deadlines. Whether self-imposed, or not. Timing makes this easy, as it can automatically capture time spent in particular applications. Setapp
A contacts app is not something that would ordinarily interest me, I have only humble contact management needs. Since contact syncing started to work properly, I have been happy to use the native contacts app and forget about it. I felt much the same way about calendars until I tried Fantastical. The Flexibits natural language engine is like magic, and sure enough they have put it to good use in Cardhop.
Spotlight can only take you so far. For keyboard warriors, an application launcher is mandatory. Beyond a long list of built in features, Alfred is an endlessly extensible, powerful automation tool. An active, and generous user community means there are workflows for just about anything, and help at hand if you want to hack together your own.
This is one of those utilities I never knew I needed. It’s common knowledge iTunes is a mess. Apple’s answer is to remove things without replacing them. Whenever it seems I can no longer do something with an iOS device, the answer is iMazing. Setapp
I could have put this on the iOS list too. I published a post recently on how I use 1Blocker to keep me sane while using the internet. Whether you want to block ads or not, the web is often a shady place. Stopping yourself from being tracked might be a hopeless pursuit, but you can at least make it difficult. I’m happy knowing my computing resources aren’t being filched for crypto-mining. I’m also a control freak, so I’ll let through what I please thank you very much.
For much the same reason as above. I prefer to know what’s dialling home. While incredibly powerful, Little Snitch is too noisy for my liking. Radio Silence is much more simple, and yet it still gives me the control I want. In short, this little firewall rules.
Without this little utility, my menu bar would look insane. Version 3 was released a few months back. Instead of dropping beneath, the menu bar now toggles between your main utilities and whatever you choose to hide. A subtle, but worthwhile change. It works so well it will probably be sherlocked.
This is an aspirational app at the moment, it’s probably overkill. My image editing needs a fairly simple, and most of it is done on the iPad. Especially now, with Affinity Photo on iPad Pro. However, Pixelmator has always been an app that I could grok easier than other image editors, so I picked this up in the hope that I could develop some chops. What little I have done with it so far, has been a pleasure.
Another project yet to see the light of day led me to this audio marvel. If you have any cause for routing, or capturing audio on your Mac, this is how you do it. The modular, drag and drop, visual workflow, makes sense out of confusing audio chains. Along with all the built in audio processing, it even supports Audio Unit plugins.
The idea of long-form writing seems to have taken on new meaning recently. To be clear, I’m referring to books, theses, and so on. For long blog posts, it might be overkill. ↩
Here come the lists, finally. I held off a little, given the ubiquity of listicles in the first few weeks of the year. That’s my excuse anyway. I considered revisiting the essentials list in its entirety, but decided to deliver something more concise with a take on the best iPad apps in 2017. Expect a more comprehensive resource when school’s back in below the equator. In the meantime, these are a few of the highlights from 2017, broken down by device. Starting with the iPad.
It might have started life as a companion, but DEVONthink to Go has helped break some of my Mac dependence over the past year. Even without some of the automated sorting the macOS app is known for, it houses a lot of neat tricks. Encrypted storage, intelligent search queries, url x-callback automation are some of the highlights. If you want to learn more about what it can do, I posted a detailed introduction here. The Appademic also happens to have five licenses up for grabs at the moment.
Only recently have I started to need tools like this. Now that I do, I can fully appreciate what an excellent piece of software this is. If learning the basics of Git is straightforward enough, it can just as easily be complicated by a messy client. Working Copy is easy to pickup, and a pleasure to use. It is now fully integrated with the Files app, supports drag and drop, and Markdown syntax highlighting . The excellent documentation means I fumble around in the dark a lot less. I have gone from thinking I had to be on a Mac to work with Git, to preferring my iPad so I can use this app.
While music is well served, iOS is still under developed as a professional audio platform. It borders on silly that the very platform to popularise podcasts, still lags when it coms to creating them. Much of the technology required for the necessary audio routing already exists, but hasn’t yet been applied. Ferrite is both uniquely focused on voice, and wonderfully tuned for touch interaction. If you’re doing any kind of interview work, podcasting, or voice capture on iOS, this is where to do it.
This is cheating a little. I’ve really only been using Things for a couple of months. I tried to avoid the bandwagon, but trialing it on macOS convinced me it was a better solution for me than Todoist. Although there are features of Todoist I miss, in the end it was overkill for my needs. Things doesn’t require as much tuning, and gets out of my way more. I have a more detailed account on the differences between Todoist and Things on the way soon. It made the list, because despite not using it long, it has been a positive change. The less time I use in an app like this the better.
Sometimes software can take care of annoying details in a way that makes you forget how the most trivial things can become annoying. Agile Bits introduced an ingenious innovation into their apps last year that auto-copies information. It makes logging into apps easier, when they haven’t bothered adding generic password extension. Even better, it auto-copies one-time passwords to automatically populate two-factor logins.
Writers are spoilt for choice on iOS now. I have pointed out a number of times what a good writing tool the iPad is. The user experience encourages the kind of focus that writing depends on, in a way a Mac does not.
I’d like to be more of a purist with plain text, but I finally succumbed to the charms of this app. While I’m pleased to have Scrivener on iOS, I don’t like that it only syncs with Dropbox, and the development is a little asymmetric with macOS. The same is not true of Ulysses. Admittedly, I use the apps quite differently, and my thesis ultimately resides in Scrivener. All other project based writing, long-form, or anything for this site, it’s all in Ulysses now. It’s also worth adding I find the Ulysses WordPress integration works so well now that I no longer need Workflow to fill that roll. I get access to Ulysses on both macOS, and iOS as a Setapp subscriber.
For composing anything that I consider singular, or outside of any ongoing project. For short work, or external editing of files from DEVONthink, and even for writing email at times. I use iA Writer. Writing in a different app can be a little like a change of scenery, sometimes it works at breaking the valve. There are a lot of good text editors on iOS, but none of them can match iA Writer for minimalism and typographic design. If you’ve never written in a plain text editor before, this is your gateway drug.
Until this turned up, I had all but stopped using Reddit on iOS. Apollo has quickly gained popularity, and with good reason. It is the first app of its kind to have a truly native user experience. Built by a former Apple insider with meticulous attention to detail, it is now the only way use Reddit. In the developer’s own words, ’the goal was to envision what a Reddit app would look like if Apple themselves built it.’ He nailed it.
The recently released version 5 added a number of nice touches to an already excellent app. I tend to gravitate more towards outlining than mind mapping, but digital mind mapping is now better than it’s ever been. With the faster refresh rate on the iPad Pro, the experience is much more tactile and enjoyable. After flipping between different apps for structured mind mapping, I have happily settled on this for now.
I’m no artist, but sometimes a truly blank page is the best place for scribbling ideas. In fact, a purist take on mind mapping would reject a purpose built app. A blank page, and something to mark it with, are all you need. I used to use the free Paper app, by Fifty Three for this, which is still more than up to the job. Linea is a delightfully restrained app. Minimal, responsive, and easy to use. If I have something to scribble, this is where it happens.
If you have an iPad Pro and Apple Pencil, Nebo ‘s handwriting recognition and ink engine is as good as it gets. The rate of development is a little disappointing, no doubt because this app is something of a showcase for the technology that underpins it. The way I use it, the handwriting recognition matters more than having features you find in apps like GoodNotes and Notability. Most, if not all of the digital handwriting I do at the moment happens in Nebo.
I mention this in passing so often, it remains hard to categorise. I’m including it again for it under research, because ultimately that is how I use it. In reality, it’s a note-taking app first and foremost. Notebooks allows me to set the content as tasks, so if I have a project that requires a specific reading list I will add the documents to Notebooks and setup a reminder schedule. It means I can mark material off as I have gone through it, this feature makes it a unique app for research and study. I’ll admit this is a peculiar part of my workflow, as eventually I archive everything in DEVONthink anyway. Most people would only need one or the other, but I’m a weirdo like that.
By now this is getting boring, but it honestly was one of the most important apps I used last year. Perhaps because I finally feel I have started to get the hang of it. There is a way to go before I can start making paginated workflows, but I’m getting more out of this app than ever. By now it is so essential that I’m starting to understand the obsession about its future. One can only hope Apple’s acquisition of Workflow — and it’s clearly brilliant developers — means the future of iOS automation is bright.
Again, this is not a revelation. However, I’m putting Copied on the list because of how much it holds things together. Drag and drop has replaced some of its functionality, but I still rely on it a lot. Apple’s continuity can be flaky at times, and the iCloud clipboard just stops working for no apparent reason. Copied’s merge templates, and other automation features are excellent.
Yes, me too. I have tried a bunch of these shelf apps, it turns out this one is popular for a reason. At first I thought I wanted an app that supported multiple shelves, until I realised it would become another place gather unnecessary digital junk. It will no doubt be sherlocked eventually, but for now it does exactly what I need it to.
Scratching the Surface
The iPad has always been well covered for creative apps. Thinking of the best iPad apps 2017 produced, a couple come to mind that could be considered milestones for iOS.
I haven’t yet scratched the surface of this app, what little I have done with it has blown my tiny mind. Every now and then we get pitched an app that will supposedly push the iPad from recreational device to serious professional machine. Notwithstanding that fact that such developments are generally incremental, Affinity Photo taps much further into the potential of the hardware. In ambition at least, it is a genuinely professional app to rival desktop software.
The iPad has always been a brilliant music device, even if it remains underrated. I’ve gathered a silly number of music apps for iPad Pro. That you can still pick up digital instruments for a fraction of the price they cost on desktop computers is too hard to ignore. While I could highlight any number of impressive debuts from last year, if the goal is to name just one that stood out, for me it was Beatmaker 3. Intua have built the kind of hybrid digital audio workstation that feels uniquely suited to iOS. It has its quirks, but this app is epic fun.
Closing out last year I took a good look at the merits of using DEVONthink to Go as an iOS only user. I am a fairly recent convert to DEVONthink more generally, but the more I use them, the more I understand their immense value.
As I prepare my own version of the indulgent listicles you see everywhere, I am reminded of the myriad ways I have integrated DEVONthink into my workflow. The thing that has surprised me most is the way DEVONthink has affected how I work on iOS. It has even solved a problem I suspect might resonate with a lot of other nerds, which is how to centralise your data if you’re an incessant app swapper. DEVONthink is so easy to get data in and out of, I simply keep everything there. 1 I recently had a brief twitter exchange that got me thinking about DEVONthink as an app silo. Seeing as I have this iOS giveaway for DEVONthink to Go, I thought I might also share a couple of quick thoughts on that
On the Question of App Silos
The way DEVONthink works on the Mac, makes this an easier question to answer on macOS. If putting everything into a database is a problem, you can use the indexing feature instead, and still take advantage of the search super powers. You data remains at large in the native file system. I intend to cover DEVONthink on macOS in the not too distant future, I will look at the pros and cons of taking this route then.
In the meantime, as that option is not available on iOS it might seem more cut and dry. I’m not so sure. This is a crude analogy, but in a sense the architecture of iOS makes it something of a modern day terminal client. Ordinarily, your data is always somewhere else. Even if you maxed out the storage option, keeping all of your data locally on an iPad is not only atypical, but seriously risky. Operating on those terms also tends to raise other considerations, especially concerning security.
Functionally, the question becomes how you access and interact with that data. The key for me is that DEVONthink doesn’t change the structure of your data, which is precisely why it’s not difficult to get it back out again should you ever want to. Although not the only problem, to my mind the most significant concern with app silos is storing your data in a proprietary format. Evernote is the most obvious example in this context.
Perhaps as cloud storage evolves, and Apple improves iOS through their APIs, we might eventually have the option on iOS to index files outside the database. Even then, I’m not sure I would bother when I get the considerable advantage of strong client side encryption with DEVONthink, but it would be a good problem to have. It is also with reiterating that DEVONthink's excellent integration with iOS Files, means entire folders can simply be dragged in and out of the app. In functional terms this makes DEVONthink completely different to what we normally consider an app silo. It's really not something you need to worry about.
Don’t get me wrong, I still think this is an important part of the equation for data storage. But, if like me, the data you manage is largely future proofed as plain text, or kept in universal file formats like PDF, then I feel you're safe. The more important question for me is how I can access that data, and what I can do with it. Especially if you are the kind of person who will secure that data either way. If there is a compromise with DEVONthink, I feel it is in your favour with search, security, and automation worth much more. No doubt it helps that I have a lot of faith in DEVON technologies as developers.
Get Yourself a Free Copy Of DEVONthink to Go for iOS
There is further good news on the DEVONthink front. Not only where the good people of DEVON Technologies kind enough to share my review on the Devonian Times blog, but they have also donated 5 licenses to The Appademic for DEVONthink to Go.
I want to keep this simple. If you want a chance to pick up a copy, signup for the mailing list. If you’re already on the list, you’re a chance. Incidentally, being on the mailing list means I will always include you if I have something to give away. If you want to signup and then unsubscribe, I have no problem with that, but don’t be concerned about spam — I have neither the desire, nor the resources to do anything of the sort.
Thank you to everybody who entered, this draw is now closed. However, from time to time developers of software I recommend will offer promotional licences, joining the mailing list will put you in the draw permanently.
A few days back I posted a fairly detailed introduction to DEVONthink to Go for iOS. To follow that up, I promised some options for iOS users wanting to leave Evernote, and bring their data with them. Whether you want to go all in with DEVONthink, or you have in mind another app, the question is how to migrate Evernote data to another iOS app.
On macOS, you have a number of options. The most simple and clean being a direct transfer within DEVONthink Pro itself. Managing this process without a Mac, on the other hand, requires more creative thinking. What follows are some options for iOS only users wanting to export all Evernote data. DEVONthink is the endpoint in this case, but the process can easily be adapted for apps like Notebooks, Bear, or even Apple Notes.
Some of the Gotchas
I’ll admit I’m fortunate I could use a Mac to do this, but it’s not quite as difficult on iOS as it once was. Some advice out there will have you believe otherwise, but you can migrate your data without having to do it one note at a time. It is worth considering these potential stumbling blocks before you do it. I would pay special attention to the data you consider most important in Evernote, either tag it as such, or place it in a specific notebook. Reading on, you might also want to delimit different data types, such as text, PDFs, and images.
The arrival of drag and drop had me wondering if we could simply drag the notes across to another app. I will come back to this below. You can bring drag and drop come into play, it just won’t solve the problem on its own. Unfortunately, it’s not as simple as dragging all your notes from one place to another. If you try to transfer directly from Evernote, these are some of the frustrations you will encounter:
Notes in Evernote are stored in a proprietary rich text format. If you try to drag notes, some apps like Apple Notes, will refuse the transfer when you try to drop them. Others, like DEVONthink, will allow you to drop the note, but will strip all the formatting. That might be fine for text only notes, but everything else is lost. The worst part is losing all your links.
If you try dragging a note with an attachment, you will get the title and nothing else.
If you can open the note and drag the attachment itself, it will come across no problem. Which is fine if you only want to drag a couple of items. I have hundreds of PDF attachments in Evernote.
When drag and drop doesn’t work, you might think you could use the share sheet. You’d be right, if you want to choose between exporting web links for notes, or sending each individual note via email in Apple Mail.
Evernote is mired to a functionality issue that, until recently, has bloodied the foreheads of iOS users. It doesn’t do multiple files.
Yep, it’s painful. Which is why so many people hit these walls and keep the status quo. 1 Thankfully, we now have tools that can help overcome these problems. If you really want to migrate your Evernote data to another iOS app, you can.
The Workflow route is straightforward enough. As alluded to above, depending on how precious you are about the data, it might require some preparation in Evernote. Whether you want to do this could come down to the number of notes you have, but discriminating by notebook or tag can help get better results. Tedious work on iOS, I know. You can always go nuts, and deal with the consequences later, whatever your destination. I’ll confess, that’s how I roll.
I have played around with this for long enough to feel confident advising a uniform approach to importing notes, whether you choose to bring them across as text, or PDFs. Technically Workflow, and DEVONthink can both handle the rich media that Evernote stores. Setting up a complex workflow with IF conditionals is possible, but you can end up with a lot of wacky results in amongst the ones that transfer properly. Likewise, encoding the rich text itself via URL isn’t as consistent I’d like.
Bear in mind, you’re not deleting the data in Evernote through this process. Even if you proceed after testing, and you’re still not happy with the results, you can try the other method below. 2 The best results I get via Workflow are from encoding all the data as a PDFs. That won’t suit everyone.
Alternatively, you can do the same thing using Markdown, but any PDFs in Evernote won’t be encoded, they’ll come across blank. This is where that preparation comes in. If you have separated data types by tag, or notebook, you can run the different workflows individually. You can apply the same logic for images if you wish, although I haven’t set that up myself as I never stored any in Evernote.
No doubt somebody is reading this thinking the workflows don’t need to be separated. That’s true, or at least it should be. As I mentioned earlier, my efforts at combining them turned out some garbage. If you’ve had more success, I would love to hear about it. Read on, and you will see the workflows can be combined more easily when taking a different route.
The workflow will make you specify the number of notes you want to export/import. This is a limitation of the API, you have to specify a number. It’s a good idea to test this anyway, so set the number low to start with.
These workflows also leave the ‘title’ parameter blank, as there seems to be a bug in one of the apps along the chain that interrupts the URL encoding — or decoding. 3 I will update the workflows when I’m certain the bug is squashed, but read on as there are better options below.
You can adapt this workflow for you own needs, of course. If you want to know more about the DEVONthink URL scheme, the documentation is included with the app. Or you can get it here
Optional: Organise your Evernote data by data types using tags, or notebooks for Text and PDF 4. This is a giant pain, so before you go ahead and do it, make sure you have checked out the alternatives below. Either way, the process is as follows:
Download the Workflows above
If you don’t want to distinguish the data types, just run the PDF workflow for everything to come across as PDFs.
If you have separated the data types, run each workflow separately.
Using a Cloud Service with Workflow
This route adds more complexity, but it gives you more flexibility as a result. There are some concessions with the form the data is transferred in, but that is true of all these methods. I have played around with a few different services, the main prerequisite being ease of use on iOS. A lot of web apps have awkward UI for touch control.
Google cloud transfer for Evernote, and you will most likely find results dominated by MultCloud. I can’t recommend it for this job, to start it’s a poster candidate for shitty web UI for a touch interface. But, the real reason is MultCloud transfers without conversion, so you end up with a bunch of ENML documents. 5 Outside Evernote they’re all but useless. At best, MultCloud is a backup option.
CloudHQ is also awful to look at, but it has much more granular options for the transfer, and the real kicker, it will actually work. You can use a free account with CloudHQ to export your notes in PDF, plain-text format, or both. It will export everything to Dropbox, or your pick of service. If anyone is wondering how this fits with my thoughts on cloud storage, data in Evernote is already insecure. This is about changing your ways.
Once you have everything transferred, you will do the same thing as above. However, there is some good news. The DropBox API will expose a lot more information to workflow from the initial call, so it is easier to set conditions in the workflow to combine the actions. In other words, if you transfer the data to a storage service first, you can run a single workflow from there.
Dropbox to DEVONthink Workflow
This workflow is setup to import PDFs, and Plain text files. Migrate your data from Evernote to Dropbox via CloudHQ
Drag and has made a lot of tasks on iOS much easier than ever before, with transferring data among them. With the help of the files, you can forget workflow altogether, and use drag and drop to manage the last part of the migration. The first step is the same as above, prepare and transfer your data from Evernote to cloud storage.
You can do this with with Dropbox, or Box. I haven’t tested it with any other cloud services, so your mileage may vary elsewhere. If you’re using free plans, it’s worth knowing the box free plan gives your 10gb of storage – the maximum file size is 250mb, but that won’t be a problem here, in fact unless you are storing large video files it is unlikely to be a problem ever. 6
The key is how you set the apps up. You probably know by now that integration with the Files app can be hit and miss. This process exemplifies the difference between Files, and the more traditional Finder on macOS. You might expect you can open up Files and drag documents from one service to another, like you would between folders on macOS, but if that works it all it is very limited.
For example, if you try to drag multiple files after selected them via the select function, you won’t be able to drop them anywhere. However, if you collect the files together by taping on them one at a time, then the files will stack together and you can drop them no problem. Then there is the matter of how folders must be setup to accept dragged items; the inbound folder accepting the files has to be added to the favourites section of the Files sidebar, to make it available as a drop destination. When you do get it to work with the files app exclusively, other strange things can happen. Like the metadata being out of whack.
The point I’m making is the process is more complicated than it seems. Illustrative of how much room for improvement remains in the brave new world of iOS Files. But, this is only true if you are trying to manage the entire process in the Files app itself. The story is completely different if you you start in the Files app, and drop your notes in the third-party app itself.
You can skip organising your Evernote data type for this method, it will make no difference
Open up the files app. Select the notes your want to transfer, and dry them into the new app.
Other Apps as a Destination
Using DEVONthink as a destination, the results have been gapped doing things this way. The beauty of this method, however, is any app that accepts compatible data — and supports drag and drop — can be setup to receive the notes. She of the more popular note-taking apps on iOS will make the process even easier by providing an import function. Both GoodNotes, and Notability will let you import directly from cloud storage, without any further rigmarole. You can use drag and drop with both apps too, but you don’t need to.
If you want to migrate data from Evernote to alternate notes apps, all you need to do is transfer it via the CloudHQ method above, then import the notes via the import function of the app in question. If the app is only using iCloud, you should still be able to use the Files app to mitigate that problem. If not, I have setup a quick and dirty workflow to transfer from Dropbox to iCloud, you can get it here7
Evernote’s API offers potential for users migrating data. Like most folks, I’m a little light on time to do this sort of thing right now. I’m not making any promises, but I’m half thinking I will play around with both Workflow, and Pythonista over the holidays to see what can be done. 8Anyone familiar with this site will also know how much I admire the Notebook app. It also has an excellent custom URL scheme. I intend to use it for setting up more workflows.
Even though I have already transferred the bejesus out of data from Evernote, I will still mess around with these workflows some more. If you’re interested in how any of this this progresses, signup to the mailing list. Or, I will post it here at a later date.
I should point out here that my leaving Evernote had nothing to do with the price of a subscription. ↩
This is something that appears to confuse a lot of people. Box don’t do themselves any favours by wording it strangely either. The site says 250mb maximum upload. What it means is file size, not transfer limit. ↩
If you just want to archive your Evernote data in iCloud, this will work for that too. ↩
There are some existing scripts, but Evernote has moved to a new API. I haven’t yet found any in current working condition. Then again, I haven’t looked too closely yet. ↩
This has been a while coming. 1 Having mentioned this app a number of times, I haven’t yet offered a detailed account — something it thoroughly deserves. Those mentions have prompted a reasonable question, is it worth buying DEVONthink to Go for iOS if you don’t have a Mac? The short answer is yes. Qualified by what you want to do with it, but you won’t be short on possibilities. Whether you’re looking for a private Evernote alternative, want to improve your digital file management, better organise research material, or you want secure storage and advanced search capabilities for your data. There is much that DEVONthink can do on iOS. Of course, that leads us to a much longer answer — and, believe it or not, this is a mere introduction.
On Being Unique
Most of the apps we use on iOS can be distinguished by category, or specific task. They’re often things we need, but as long as you have something in that category, capable of a specific job, the app itself comes down to personal preference. It’s true we’re not always spoilt for choice — and I’ll happily point out that some things are better than others. Nonetheless, if it’s a PDF reader, notes app, text editor, or email client, they’re all interchangeable to some degree. Whether you prefer GoodNotes to Notability, or PDF Expert to PDFpen, either will do the job. Until something better comes along, that is. 2
There is a different kind of app where interchangeability no longer applies. Or at least, where it’s not quite so simple. They’re few and far between, but there are some obvious examples. Take Drafts for iOS, sure it’s a text editor — and there are plenty of those — yet, that seemingly simple function belies a unique automation engine for text based productivity. Having popularised the x-callback-url system on iOS, Drafts is as much an inception as it is an app. 3 By all accounts, inter-app automation via URL was only half a hack until x-callback allowed apps to return the call — so to speak.
Perhaps the most obvious example is Workflow. Apple swallowed it whole to make an entire subset of fan-geeks exhale a coordinated, and confused sigh. What will happen? The optimists are betting on some form of native integration with iOS, while the half-empty crowd are clasping their hands and pursing their lips for a round of tutting on podcasts. Jokes aside, if Apple ever took Workflow offline, they wouldn’t so much be shooting themselves in the foot as they would be cleaving the entire leg off the idea of an iPad as a serious working device. These are all unique, and important apps.
Before I digress any further, I’m trying to provide some context for DEVONthink to Go. 4 Both to place it in good company, and to make the case for how unique it is. To view it as nothing more than a companion app for the macOS versions of DEVONthink would be a mistake. Sure, it can be used like that. As far as companions go, it’s a particularly powerful one. The iOS version, however, can stand on its own. It is something of a category in itself, given its crossover functionality. This is quite an achievement, especially as the app was completely re-written for version 2.0. 5
When used to its potential, DEVONthink can be just as important as the apps mentioned above on iOS. It's easily as unique. But like anything, it comes down to how you intend to use it. Implementation is key. Getting the most from any of the DEVONthink apps means putting them at the centre of your workflow for capturing, storing, and retrieving data. DEVONthink to Go is no different.
All in the Tags
Amid the changes in iOS 11 were significant improvements for managing files. There is no doubt the Files app — even in these early stages — is a welcome and useful development. The caveat is recognising where some of Apple’s long held resistance to such an app came from. For example, organising files and folders — stacking iCloud with a folder hierarchy — is now easier than ever. Yet, to do so embraces an outdated method of organising data. Where research and study is concerned, how one archives important material is a serious consideration. This is not to say you shouldn’t use folders, but if you’re handling a lot of data, it can get very messy.
This is where tags come in. A shallow file structure with carefully chosen tags adds depth to your metadata, giving you more surface area for search queries. Tagging gives you more hooks, but less visual confusion. Not only does the Files app allow more fine control for folders, users now have immediate access to Apple’s native tagging system. Whether carried over from macOS, or implemented locally on an iOS device, tagging can be utilised for search queries and data retrieval.
Apple’s implementation of tagging across platforms has been casual at best. It’s kind to say it remains a work in progress. However, if only a gentle nod, it is still an acknowledgement of the utility in tagging for organising data. Ironically, if you find tagging useful and want to get more out of it, then you will need to go beyond the files app.
This is just one area that DEVONthink shines. Tagging is part of the DEVONthink DNA. Some aspects of native iOS tagging remain mysterious, but DEVONthink is smart enough to import the metadata applied in the Files app. Unfortunately, it doesn’t yet work the other way around.
A Secure Central Repository
While organising a folder hierarchy in iCloud Drive is much easier with Files, ironically that app makes it less necessary to do so. I tend to work in the DEVONthink app directly, but DEVONthink data in Files is incredibly useful, and not just for quick access.
This is something I mentioned in my post on cloud storage. Regardless of the storage provider, by storing data in DEVONthink you can couple the convenience of the Files app with strong client-side encryption. The previous post talks about syncing with macOS, but the same applies if you are only using iOS. The data is encrypted and decrypted on your device, making it secure during transfer, and at rest in the cloud. From that post,
If you are already a user on macOS, adding DEVONthink to Go to your workflow is straightforward. The database itself is encrypted, and the app supports pretty much any file type you can throw at it. Devon Technologies are one of the oldest Apple software developers around. So it is no surprise to see them embracing the new Files App. This means DEVONthink to go can be used as a file provider. So you can store your files safely, and edit them in place using third-party apps. In my opinion, this is a pretty sound option. In many cases, it could be enough. If it is, managing files through DEVONthink will avoid the need for a dropbox alternative.
DEVONthink is also very smart about storage, giving you the option to keep metadata locally, and download files on demand. Or if you prefer, you can store everything locally. As the engine is built to sync databases individually, there is even a little storage hack — if you are so inclined.
Each database can synced using the same, or different cloud services. That means you can use the free tier of different services to save on the cost of storage. Admittedly the supported services are still limited, but if you are just starting they will be more than adequate. Perhaps more to the point, it also means you can sync multiple copies of databases, adding redundancy to your backups. This includes backing everything up to iCloud.6
Backing up data on iOS requires users to think differently, especially if you are not using a Mac or a PC as the mother ship. DEVONthink is one of few apps that can give you extra peace of mind.
All but the most perfunctory writing requires research. Couple that to the focused nature of an iPad workflow, and you have a use case for a purpose built repository. Writers using Scrivener have tools built in to that app, but while they might be enough for some writers, that research is — in practical terms — silo’ed by project. I like to have that material available more generally, whether during, or after a project is complete. 7 Spotlight is a great tool for search, DEVONthink is better.
DEVONthink is built for search. A consistent naming convention, and tags can only be helpful to maintaining a research database. DEVONthink comes preloaded with tools that will either compliment that process, or help you retrieve data regardless. With Boolean search operators, and parentheses, refining search terms will return items with more specificity. You will find more, and lose less.
Search queries can be constructed using the boolean operators AND, OR, NOT, and the truly helpful NEAR. For example, I might remember that I saved an article that included the phrase ‘Why Aristotle was never quite as awesome as Plato’. I can search for the document with: NEAR (Aristotle Plato, 10), and DEVONthink will return items that have the keywords Aristotle and Plato within 10 words of each other. Of course, you can go much further by changing search queries together.
My first example returns a lot of results, but let’s say I remember it was an informal source. I could construct a search query to eliminate results that have a keyword to indicate it comes from an academic journal. I would use something like NEAR (Aristotle Plato, 10) NOT Journal. I could use a DOI number, or Abstract as elements common to those kinds of results.
Even if by trial and error, the ability to construct granular search queries makes DEVONthink to Go an invaluable tool. If you are a user of DEVONthink Pro on macOS, you should know the query syntax is a little different. It can be frustrating if you don’t know that, but the simplified version for iOS makes sense. While accurate searches are crucial, there is a swiftness involved with mobile input. The developers are on record as saying an alternative syntax is on the roadmap, to make the apps more consistent. The existing syntax would remain, which is a good thing to my mind. I have never had so much success at finding what I need among my haphazard collections.
I have consistently recommended PDF Expert for a stand-alone PDF reader on iOS. Until recently, together with the free Documents app from Readdle, and Papers 3 for iOS, that was the extent of my PDF workflow. It is not so clear cut anymore. For one thing, the makers of the PDF framework PSPDFkit released their free PDF Viewer app, making powerful PDF management available to users for nothing. But there are other reasons, one of them is DEVONthink to Go.
Some advice I give out freely but struggle to keep is, try to minimise the apps you use for essentially the same task. Managing PDFs for your research can get out of hand if you don’t have a clear idea of how you organise them. There is no problem with using a third-party PDF app with DEVONthink to Go.The support for editing files in place means you can edit files in other apps, without having to copy them to another app. However, DEVONthink’s built in PDF editor is more than capable. It gets out of your way, includes excellent Apple Pencil support, and has all the requisite annotations tools. You can edit the documents themselves, even add pages if necessary. Sometimes you might need to do more with annotations, but that is about the extent of the limitations.
These are considerations to make if you are assessing the in-app purchase. Especially if you are setting your iPad up for the first time, it could make a lot of sense to go all in and keep your document editing and annotations in one place.
The actual in-app note-taking features are quite sparse, but functionality of the app makes up for that in other ways. I have been making a point of laying out a use case where DEVONthink is a central hub for storing data, but it can be a point of creation too.
DEVONthink to go supports rich text, plain text, and markdown, with the ability to capture, read, edit, or create within the app itself. The editor in the app itself is very basic, so I tend to use a third-party text editor. The ability to edit files in place means you can use whatever app you choose, as long as it supports file providers. In my experience to date, the app with the nicest integration is iA Writer, especially since the recent update. Another with reliable support is 1Writer.
Editing in place means you are opening the file in your choice of editor, and the changes are reflected back in the database. Until recently, this wasn’t really possible. DEVONthink used a workaround it called ‘round trip’, which worked, but wasn’t ideal. Once the file is the database, the changes will be reflected whether you edit it in the third-party editor, or in DEVONthink itself. If you know anything about iOS system extensions, you will now that there are two types of actions in the share menu for files. One opens the file in another app, the other copies the file into the other apps storage. Edit in place means you are not making a copy.
There have have been reports of strange behaviour, although I have only experienced it a couple of times myself. It seems to happen more when using the share extension, rather than starting the edit in the text editor first, and using the files integration. It is also worth pointing out that all of this functionality is new, as are the frameworks in iOS that support it. There are a few bugs in the system, but nothing catastrophic.
This might appear to work back to front at first, but if you think of DEVONthink as the storage facility, it will sink in. Where it gets messy is if you try to edit the same file with multiple editors, you will end up with conflicts and error messages. My best advice is to be consistent.
This is something that comes up a lot in relation to DEVONthink apps. Except for a couple of passing comments, there is conspicuous absence of Evernote coverage on this site. It’s not that I don’t think Evernote is useful. If anything were a gateway drug to digital productivity apps, Evernote is it. I was once a heavy user. The idea behind Evernote is to throw everything you ever come across at it, it can even be therapeutic for a digital pack rat who can’t let anything go. Clip it, and forget; or come back to if you will.
If the defining Evernote feature is its clipper, that can be a problem, as there is nothing judicious about the process. Capturing information is ridiculously easy with Evernote. DEVONthink can operate on the same principle — if you wish — only completely private. The DEVONthink clipper might seem basic 8, but it is a powerful little extension. With the extensive automation feature on iOS, you can customise and extend its capabilities to suit your own needs.
Unlike Evernote documents are not stored with DEVONthink in a proprietary format, so your data doesn’t feel so captive. If you’re a macOS user getting your notes out of Evernote is not difficult. 9 Yet, the more material you store there, the more reason you have to be nervous about the portability of that data. This is a double edged sword for Evernote and some users. The more you get drawn in, the harder it is to leave, and yet if you have a lot of important data there you’ll start to think about what might happen to it.
Truthfully, I hardly ever used Evernote to take notes. As I think many people do, I used it like a database. Moving that workflow to DEVONthink is very simple. Although, even if I still throw a lot at DEVONthink, I tend to do it with a little more foresight. That you can delineate types of data within a hierarchy that goes all the way to database level, means I don’t have the overwhelming sense that my research data is being polluted by gift ideas, and tutorials for obscure automations that I’ll probably never use. As for the data itself, I can still have the convenience of cloud storage, only now it’s encrypted and I can choose how, and what I want to synchronise.
These things are just as true for an iOS only workflow as they are for a full blown DEVONthink Office pro user archiving their email. There remains a problem, however. As I alluded to above, getting your data out of Evernote, and into DEVONthink on the Mac is a trivial matter. DEVONthink makes it very simple, with Evernote API integration. Without a desktop of sone form in the middle, however, the same is not true for iOS users. The pressure points for going iPad only are now much fewer than ever, but there remain a couple. I often mention citations, then there is this kind of data transfer.
There are workarounds for this. If you’re considering it, you’ll be happy to learn I have you covered. I was going to include the options, with different instructions and a couple of workflows I have built in this post, but I took a look at how long it is getting and broke it off into a seperate piece. It will go up not long after this.
Automation Meets Drag and Drop
Speaking of Workflow, an area of considerable value to an iOS only working life is automation. While the default iOS interaction model of one app at a time has been supplemented with multitasking features, the secondary, and even tertiary apps are almost exclusively invoked as part of a singular, focused task. 10 The benefit, whether intentional or not, is the iPad encourages a kind of focused work that more traditional computing interfaces do not. This is particular beneficial for academic work.
This is a curious strength, but as anyone who has done a lot of work on an iPad will tell you, it has its drawbacks. Thankfully, most if not all insurmountable problems have been made history by two significant developments to the platform. The first was the aforementioned Workflow app. That app might be somewhat indebted to the inception of x-callback — as mentioned above — but Workflow kicked the automation door off its hinges, and you get the sense something much more significant is coming from that app. 11 The second development happened this year: drag and drop.
It’s amusing to think the introduction of copy and paste to the iPhone was once an event. 12 Copying and pasting was for so long a cumbersome, finicky, and frustrating. With the APIs available to developers in iOS 11, we can now evaluate particular apps on the basis of how well they take-up native technologies, rather than what they can do to overcome a lack of the same. It might have been a stretch to call url-based automation native, but Apple has burred that distinction with Workflow. Regardless, DEVONthink To Go is tapped into both of those features — automation, plus drag and drop — extensively.
Drag and drop is pretty self-explanatory, although the version we get with iOS 11 makes it feel like a completely new innovation. It’s deep integration, system wide even mitigates the need for some, albeit minor, automations. The kind of work one tends to do with DEVONthink, however, is ripe for automating. Something the developers are keenly aware of.
The URL scheme in DEVONthink to Go allows a user to build very specific automations for every data type a database can hold. This includes, but is not limited to the following:
Create documents, including Plain-text, Markdown, Rich Text, and HTML
Create Web Archives
Retrieve file contents, and/or metadata
Perform custom searches
DEVONthink to Go will even perform service tasks via URL, such as indexing, syncing, and rebuilding caches, and you can change app settings. A lot these touches will be beyond most users needs, but it shows the meticulous level of detail that DEVON technologies drills into. More than that, these options provide troubleshooting options that may prove useful as databases become larger, and more devices are added to the chain. If you never use them, they offer security by way of both usefulness and insight into the forethought put to building the app. A it is intended for storing important information, all of this matters a great deal.
To button this up, by returning to the question. Is DEVONthink to Go worth buying if you are an iOS only user? The answer remains, yes. Whether it is to act as a repository, a midway for automation, or to distill the need for multiple apps into one. There is a lot going on here. I’m not going to pretend it couldn’t be improved, but then DEVON technologies are nothing if not proactive in that regard.
I’ll also admit that I get more from this, as I use DEVONthink on both macOS and iOS, but that doesn’t diminish its role on my iPad by any stretch. If it were to go away, I would have a serious nuisance on my hands to pick apart the various things it does. As I’ve been writing this, the capacity of DEVONthink for working on iPad has had me peeling back layers of functionality.
At this point I’m aware of so many little things I have missed.This is especially true for Mac users, but that it should be obvious that was never the point of this post. At the moment I am experimenting with building more Workflows for DEVONthink to go, and that includes building on the options I have put together for referencing and citations. In the meantime, I have added a couple below that might be of interest.
These workflows are experiments. I’m posting them here as examples of what you can do with automation and DEVONthink. They remain a work in progress. If you are inclined to improve upon them, I would love to hear about it. If you build your own, think about adding them to the Workflow Directory
DEVONwiki — DEVONthink's internal linking structure remains consistent across platforms. This means you can use DT2GO for setting up a wiki style research library that will work across devices. This workflow uses a note in Drafts to reference PDF documents added to a DEVONthink database, either directly from the web, or from another storage location. With x-callback URL you can maintain the note itself in DEVONthink. I will post variations of this in future.
RSS to DEVONthink — As one of its many powers on macOS, DEVONthink can be used as an RSS aggregator and reader. The iOS version doesn’t have the same feature, but we can achieve a similar result with Workflow. 13
Evernote Text to DEVONthink — I mentioned above, the trouble with getting your data from Evernote to DEVONthink on iOS without a desktop computer in the middle. This should be self-explanatory. Bear in mind it will only transfer text notes. I have a follow post in the works for a more thorough migration,
You can pick up DEVONthink to Go on the App Store for US$21.99, with an in-app purchase case of $11.99 for the pro package 14
Until next time, enjoy.
Longer even, since I tried to stay off the internet as much as possible last week for fear of spoilers. Sadly, I’m not joking. ↩