The linked report can give you a better idea of what you are getting into when you trust your private data to the many apps and services that have become so entwined with our daily lives. Privacy and security being the perennial issues they are, this annual report from the Electronic Frontier Foundation should be mandatory reading for students and researchers. Although the idea that Universities themselves have always been at the vanguard of free speech, academic freedom and individual rights is an easily dispelled myth, generally students – and many academics – have been. Regardless, this is something that everybody needs to be across. As the EFF puts it
In this era of unprecedented digital surveillance and widespread political upheaval, the data stored on our cell phones, laptops, and especially our online services are a magnet for government actors seeking to track citizens, journalists, and activists…
If ever I find myself in one of those tedious Mac versus Windows conversations I need only point to one thing that tips the balance toward the Apple machine, and that is automation. While it is true that automation software is not the exclusive domain of the Mac, Apple’s historical commitment to it has not only lowered the bar for entry to native automation, but has fostered a platform which has seen a slew of wonderful third-party tools that will allow anyone with a little time and determination to dip their toes in the automation waters. Honestly, it is embarrassing to admit the amount of time I might have saved had I have embraced some of these technologies early than I did. Admittedly, with services like IFTTT and Zapier, automation is becoming less and less platform dependant, but whether you want to go full nerd, or simply save yourself and your fingers from repetitive typing tasks, there is nothing like the Mac for getting started.
This will be another post in parts, there are far too many options for Mac automation to throw them all on a page and hope for that to be useful. The intention is to give you some ideas for getting started with this automation racket.
Perhaps the easiest area to begin is with text expansion. Limited support for text replacement is available natively in macOS, or you go further with apps like Typinator or aText. My favourite app for the job, and probably the most powerful of the lot, is Text Expander. Start with simple things, like commonly used email addresses, your own personal details, signatures or often repeated phrases.
Something I have found particularly useful is converting clumsy English spelling of non-English words and names. For example, my thesis contains a number of Māori words that have macrons for long vowels, Text Expander makes sure I neither forget nor mess up the spellings of those words. Likewise for accented European names like Zupancic to Zupančič. The more you use text expansion, the more you will start to notice commonly used text you can automate, and this is to barely scratch the surface of what a tool like Text Expander can do for you.
Smile’s Text Expander Blog is full of examples of how to use snippets in your workflow. One specifically research based use case is to setup snippets for common web searches. For more ideas on how to get started, Zapier have a nice write up on their blog you might like to check out.
Automator can seem a little daunting at first, and to be fair the user interface is not all that enticing. But, don’t let that stop you from messing around with it. Just as there are many text based tasks that you might not know you can automate, there are many more fiddly and tedious jobs littered throughout most people’s workflows. Academic workflows, in particular, are usually littered with tasks ripe for automation, and this is in no way limited to university work itself. If you are a blogger, an artist, or even a social-media junkie, chances are there is something you do regularly that you can reclaim significant time from. Having said that, like anything the problem is knowing where to start. There are a number of good Automator resources available, but you will never go wrong by starting with Sal Soghoian – the undisputed Jedi Master of Mac automation – at his Mac OS X Automation site.
In the meantime, here are a couple of basic examples to get you started. One of the most commonly cited examples of a basic Automator workflow combines selected PDF files into one document, like so:
Another quick and dirty example of an Automator workflow is the one I use to resize images for blog posts. I have it setup as a service, so when I right click on an image and select the service, it simply scales the image, converts it, and renames the file. It looks like this:
You can even setup Automator do some of your research for you by setting up a feed with keywords and collecting the URLs for the articles it returns. This article has an example of one such workflow, along with a means for downloading images and video, and setting up a native, standalone web application for sites you have to keep open.
Something all students and academics have to deal with a constant influx of digital documents. Whether they be absurdly arcane forms, journal articles, ebooks, expense claims, or whatever, they never stop piling up. Enter Hazel, put a little time into this thing and you can wipe your hands of repetitive file management and processing tasks. And, it’s not just the mundane and simple jobs either, Hazel can encode media, manage your photo library, add music to iTunes, use pattern matching to rename and file documents based upon their contents, run scripts, take care of your desktop, trash and downloads – in fact, like most good automation, it is more limited by a user’s ability to think of how to use it than by its own features. A little imagination and you can chain all kinds of services together, for example, there are party people who like to trigger their own welcome home soundtracks by using Hazel with Dropbox and IFTTT.
There is nothing overly difficult about setting up Hazel, start out simple and go from there. If you have ever setup a smart folder on iTunes, or in the Finder, then you will already have a sense of how to put an action together. If you haven’t, it looks like this:
The Noodlesoft forum is among the most active developer forums I have come across, and the Hazel user base is full of helpful and proactive people willing to chip in if you get stuck. The forum is also full of inventive Hazel actions that other users willingly share with newbies. Finally, if you are getting stuck and you are the kind of person who likes a visual guide, you can either checkout the innumerable videos on Youtube or David Sparks has a detailed Video Field Guide available.
I imagine anyone who listens to Mac Power Users regularly is aware of just how much of a misnomer the show name is these days. Anyone given to applying Apple geekery to teaching might find some purchase from this week’s episode
John Gruber has a nice, concise review of the new iPad pro. Ordinarily I would put this on the links page, but I have been looking for something succinct that might be helpful for anyone weighing up a purchase after last week’s WWDC. For a long time the iPad has been a decent ancillary device for academic work, but my sense is the new form factor and the forthcoming evolution in functionality with iOS 11 will start to make this a serious option as a primary work machine. There is still a way to go with certain apps  , but the iPad has already become an outstanding writing tool, and with this latest iteration it can be considered a serious alternative to a laptop for focused work.
Some of my favourite software for academic work is included in this list of apps as part of the SummerFest ‘summer festival of artisanal software’. Putting aside the amusing name, and the persistently awful colour palette that the makers of Tinderbox seem forever wedded to, the discounts make this worth a look.
This little gem from Brett Terpstra illustrates just one of the ways text expansion can be used. One of my as yet unstated goals with this blog is to hopefully lower the barrier for entry to some of the wonderful, simple automation tools available on the Mac. For anyone dipping their toes in the automation water for the first time, I will often suggest text-expansion as an ideal place to start. There are numerous utilities available for this, from apps like QuickKey, TypeIt4Me and Typinator to what is considered the gold standard in TextExpander.
David Sparks over at Macsparky.com demonstrates how to setup a Mac Automater Service to automagically convert images to PDF. David has a knack for clear and detailed guides like this, so even if you ordinarily find this kind of thing a little daunting, this might be just what you need to get you started with this kind of automation.
Where to start with this. In the developer’s own words: ‘The main goal of this project is to expose human knowledge in a visual and structured way to accelerate learning’. The result is a kind of meta-mind map of research pathways across the internet. If it hardly scratches the surface of some areas, it offers a start at least, and where the internet is concerned that is always more than it seems. Moreover, this is an open source, living project with different implementations. The title link will take you to the version hosted by Mindnode, but the Github project is well worth exploring.
There is still a lot to say for keeping it old school with note-taking. Handwriting after all is a key tool for comprehension and retention. Although, judging by the wall of glowing Apples one sees in lecture halls these days, that does not appear particularly persuasive with regard to note-taking. Still, this intersection between technological trend and learning technique is, I believe, just one among many things that make the iPad such an excellent device for study. While you can get pretty serious about handwriting on glass with an iPad pro and Apple Pencil, even with the standard model you can benefit from some of the great handwriting apps on iOS.
It is true that there are clear advantages to maintaining typewritten notes. Combining lecture notes, PDF annotations and other general research materials into a searchable database is hugely advantageous for both writing and revision. Luckily, none of this necessarily means handwriting should be excluded from a note-taking workflow. The only question is how integrated you want it to be. As ever, there are options.
For a lot of people, Goodnotes is the standout app for handwriting on the iPad, and with good reason. Although, it still holds to somewhat dated skeuomorphic design elements, that is a bit of a double-edged sword, as much of the app’s appeal lies with the convincing replication of an analogue writing workflow. Its real killer feature though, is handwriting recognition and text conversion. This means you have the choice between searchable handwritten notes, or converting your handwritten notes to text for use in the app itself, or for export if you keep your notes elsewhere. Possibly the most underrated aspect of Goodnotes is its PDF annotation, which I find to be smoother and more intuitive than any of the myriad specialty PDF apps I have owned and used. If handwritten notes and document markup are the extent of your workflow, then Goodnotes may even be all you need; especially now that it has a solid macOS companion app.
Notability is another sound writing app, although one that comes as something of a tradeoff. Notability does not have handwriting recognition, so handwritten notes can neither be searched, nor converted to text. Nonetheless, it does have its own marque feature with its ability to capture audio. The appealing simplicity of recording a lecture and taking notes in the same app can account for much of Notability’s popularity among students. Furthermore, Notability is a nicely designed software, and many will find its interface to be much more appealing than other similar apps. Moreover, its palm rejection is frankly much better than Goodnotes, the PDF markup tools are again very good, and its own macOS app is more fully featured and polished. The lack of handwriting recognition is a little disappointing, but you don’t have to go far to find people, students especially, who see audio recording as a more significant feature. Again, there is enough in this app that it may even be the one to rule them all for you.
The MyScript Handwriting Keyboard makes long-form note-taking an option in almost any text editor
Finally, if you want the cognitive benefits of deliberate long form note-taking, but you don’t care for the end result, there is something of a hack you might like to try. The MyScript Stylus Handwriting Keyboard allows direct, handwritten input into any app that you can use with a third-party keyboard. It hasn’t had any updates for a little while now, but it still works well. In fact, the handwriting recognition is impressive. You can use it as an input device with any text-editor or notes app that allows a third-party keyboard.
Notes Plus is very similar to Goodnotes, with even more features. It even has audio recording. I find the interface to be a little too cluttered for my liking, and the user experience can be awkward at times. I suspect these relatively small quirks are what keeps it lagging a little behind Goodnotes in the popularity stakes, as the handwriting recognition engine is excellent.
Nebo is renown for handwriting recognition excellence. Underwritten by the my MyScript Ink engine, it has been winning awards and slowly gaining acclaim. The only problem is it requires an Apple Pencil to work, unless you are working on a Surface device that is, then your active pen will do fine.
Handwriting Without Apple Pencil
The 2018 iPad is a big deal for bringing Apple Pencil support to the cheaper model. There remain a lot of reasons to upgrade to one of the iPad Pro models, but Apple Pencil support is no longer one of them. However, if you’re still rocking an iPad Air, or iPad Mini, you don’t have to give up on handwriting altogether. A good old dumb, capacitive stylus can still work better than you might expect.
In my experience, the results from a capacitive stylus are just as good as any of the so-called Apple Pencil alternatives. When I was using the iPad Mini 4 as my main capture device for notes, I would come across all manner of claims around magic smart, bluetooth styli that make them Apple Pencil competitors. The truth is, they pretty much never work as advertised. None that I have tried work any better than a plain, dumb capacitive stylus. Why? Well, the Apple Pencil is not a third-party hardware device, it is an integrated input interface designed as part of the iPad itself. It is part of a system that works together. That said, there is good news, all modern iPads are fast enough now that, where handwriting is concerned, a capacitive stylus will give you a convincing writing experience. I have two that I particularly like, both from Adonit