How to Create, Extract, and Manage PDF Annotations and Highlights

An efficient workflow for annotating PDFs, extracting highlights and comments, and filing them is essential for research, writing, and studying. Ideally highlights and comments should contain back-links that take you right back to the correct page in the PDF source document.Extracted-PDF-Annotations

Adobe’s Acrobat Reader DC, PDF-XChange Editor, and various other PDF readers allow you to annotate PDF files. But, you don’t want these annotations to remain “imprisoned” in your PDF. Your highlights and comments become a lot more useful if you can extract them, aggregate markups from several documents, and re-find them when you need them. Unsurprisingly, the free version of Acrobat Reader doesn’t allow the export of annotations as a word or text file.

To accomplish this in an elegant way, I recommend that you manage your PDF documents in Zotero, a free, open-source research document management system created and maintained by the Roy Rosenzweig Center for History and New Media     (George Mason University). With Zotero, you can collect and organize a large variety of document types, including PDF documents and web pages with the click of a few buttons.
To extract and manage PDF annotations in Zotero, you additionally need the free add-on Zotfile from zotfile.com. Zotfile was created by Joscha Legewie, a professor at New York University. A big thank you to Dr. Legewie for programming and maintaining this excellent cannot-live-without add-on! Continue reading

Managing Kindle Highlights and Notes in Zotero, Evernote, and OneNote

Zotero-Kindle-highlights-Evernote-OneNoteAmazon’s Kindle allows you to highlight passages in books and take notes. Do you want to export and organize these highlights and notes, so that you can archive, review, search, and share them? Then this post is for you.

Let me put forward some suggestions on how you can save and manage a Kindle book’s annotations together with its bibliographic information in your Zotero library. We are also going to look at saving Kindle annotations in Evernote and OneNote and linking these notes to a Zotero library.  The exported annotations will allow us to jump directly to the corresponding locations in the book. For more info on Zotero, please check this post.

In the following, I use Spark!: How exercise will improve the performance of your brain, by John J. Ratey and Eric Hagerman to illustrate the procedure.

Let’s get started by saving the book’s bibliographic information to Zotero

  1. Find the book’s sales page on Amazon.
  2. Open your Zotero library, open the collection (here Brain Improvement) in which you want to save the book’s information and Kindle annotations, and click the book symbol:

Zotero-Amazon-Kindle-save-bibliographic-entry-1This will save the book’s bibliographic entry as an item in your Zotero library.

Next, we are going to retrieve the highlights and notes for the book

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Syncing Zotero with Dropbox and Between Several Computers

Zotero-Dropbox-Sync-Remember-Everything-OrgIn this post I want to shed some light on how you can sync your Zotero library between different computers, and between your computer and Dropbox, a popular cloud storage service. Due to the nature of the matter, what follows is somewhat technical, but don’t let that deter you. Once setup, the synchronization works automatically in the background, without any further effort.

In a previous post, I introduced Zotero, a popular free research tool by the Roy Rosenberg Center for History and New Media of George Mason University. As a brief recap: Zotero allows you to organize all your research sources and create a complete digital library with the click of a few buttons. To learn more about this fantastic tool and why every knowledge worker should consider using it, please check this post.

Recommended approach for syncing Zotero between different computers.

Zotero allows you to synchronize everything via its own cloud storage service, Zotero Storage. “Everything” includes:

  1. the Zotero data (i.e., the database with all bibliographic information, tags, and notes)
  2. the Zotero files (i.e. attachments, such as PDF documents, videos, books, and webpage snapshots)

The basic plan (upto 300 MB) is free. 2GB will cost you $1.67 per month ($20 per year), and 6 GB set you back $5 per month ($60 per year). IMO, Zotero Storage should be your first consideration as it is very easy to setup and manage, it is affordable, and your payments support the up-keeping of the infrastructure.

There are, however, some good reasons why you might want to employ a different method to sync your Zotero files:

  1. You have a very large number of attachments or some very large attachments.
  2. You have already subscribed to a service like the popular Dropbox, and would rather avoid paying for an additional cloud storage service.
  3. You have a very slow or expensive internet connection, but have your computers connected via a local area network.
  4. You are looking for a solution to create a local backup for your files (and database).

(The database is usually below the free storage limit and should always be synchronized via Zotero’s cloud service.)

Here then are some alternative solutions you can employ: Continue reading

How to Create a Secure Password You Can Remember

create-a-secure-passwordCreating a secure password is one of the most important things you can do to prevent break-ins into your Internet account.

How secure is my password?

One of the easiest approaches identity thieves use to get hold of other people’s accounts is just guessing their password. That’s right, many people make passwords that are not secure. They are either very short or contain information that a person only slightly familiar with them can guess. Slightly familiar might just mean – they know you from Facebook. If your password is less than 8 characters, or contains words, phrases, or names that can be found in a dictionary, your password is not very secure.

The problem many people face is to think up a password they won’t forget, but at the same time cannot be guessed by other people.

A secure password should be as long as possible and a combination of letters, numbers, and special symbols. It should be easy to remember and difficult if not impossible to guess.

Aim for a length of at least 8 character. If you want to protect sensitive data, (e.g., an encrypted hard drive) I would go for a password with at least 15 characters. The longer you can make your password, the better. Make sure you don’t use your spouse’s, child’s or dog’s name, birthday, or any other information that can easily be guessed. Also, don’t use your credit card number or the like as a password. – Or would you want the owner of a website to get hold of this information?

How to create a strong password?

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Zotero – Create Your Digital Library for Knowledge, Research, and Citation Management

Zotero-Research-Management-SoftwareIntroducing Zotero, free, open-source research software to collect, organize, manage, and share all kinds of information. This includes web pages, articles, research papers, videos, PDF documents and annotations, complete books, and your own notes. Zotero takes the pain out of managing citations and creating bibliographies. It features a Word plugin that works seamlessly with Word and formats citations in all common citation styles.

Who needs Zotero and what can it do for you?

Zotero is great for just about anyone who wants to get on top of personal knowledge management. Whether you are a researcher, writer, blogger, teacher, student, or life-long learner, it can save you a ton of time.

In a previous post, I introduced Diigo as a tool to organize (bookmark and tag), share, and annotate web pages. Diigo is a great tool for this purpose.

However, if you want to create a comprehensive information library to support your research and knowledge management, you have to work with many different types of information, including webpages, PDF documents together with extracted comments and highlights, podcasts, videos, and books. What’s more, you might want to preserve these documents rather than relying on them being available on the web for good.

You likely also need to manage bibliographic information, such as the author, title, publication title, and date in addition to the information item itself. In many cases, Zotero can automatically retrieve this information for you.

When writing a paper, manually managing citations and creating a bibliography can become a real pain, especially if it is in a style mandated by your professor or journal.
Zotero eases this pain and even makes it fun – I have been actively looking for opportunities to quote in my writing. I use Zotero to manage a digital knowledge library containing several thousand items.

How to use Zotero

Installation: You can install Zotero as a standalone program which works with Google Chrome, Apple Safari, and Firefox (Mac OS, Windows, Linux) or/and as an add-on for Firefox (my preferred solution because I don’t have to leave my browser).

Getting information into Zotero: Upon a single mouse click in your web browser, Zotero automatically saves a document together with its bibliographic information to your personal library or a group library (allowing you to collaborate with others). You can also take notes and attach them to a document. All information can be stored directly on your computer, the Zotero server on the Internet, or a server maintained by your organization.

Zotero collections are smarter than folders: All items are managed in iTunes-like collections that look just like folders. Unlike with folders though, an item (e.g., a document or book) can be organized in multiple collections at the same time. So you can, for example, file items under multiples subjects and projects. Each item, together with its bibliographic information, is only stored once, but appears in multiple collections (smart folders). Additionally, you can tag items, relate them to other items in you library, and perform a full-text search.

Let’s take a closer look: After installing Zotero as an add-on to Firefox, a Z appears in the upper right corner of your browser. (If you intend to use standalone Zotero together with Chrome or Safari, everything, except opening the library, works pretty much the same, so read on.) Clicking Z leads you directly into your library:

Zotero-Research-Management-in-FirefoxThe user interface has three panes. In the left pane is your library, which contains all your collections and sub collections. If you have created group libraries, or are a member of groups, you also find your group libraries in this pane. The middle pane lists all items contained in the currently selected collection (here Books). The right pane contains the bibliographic information (plus your own notes) for the currently selected item. Double-clicking a particular item opens it, provided it is in your library or available online.

How to save information to your library
In most cases, Zotero automatically detects what kind of information you are looking at in your web browser (normal webpage, PDF journal article, video, audio, etc.) and offers a corresponding save-button. This works for normal web sites and Blogs, as well as catalogs and databases such as worldcat.org, Amazon.com, Google Scholar, EBSCO Academic Search, and news sites like CNN, Yahoo, or the New York Times.

To illustrate this, I have opened the Wikipedia article on caffeine. Zotero has detected the web page as an article:

Saving-Items-to-ZoteroClicking the article icon (as seen in the red square in the screenshot above) saves the available bibliographic information, the URL, and the article itself (so it can be preserved and viewed offline) to the currently opened collection in my library:

Zotero-current-collection-saved-articleHow do you insert citations, notes, and bibliographies into Word or other editors?

Zotero comes with a Microsoft Word plugin (and one for LibreOffice) that allows you to directly insert citations from your library, manage foot and end notes, and insert a bibliography in the format (e.g. Chicago, MLA, APA, Harvard) of your choice:

zotero-word-pluginIn Word, just place the cursor at the position where you want to add your citation, press Add/Edit Citation, and search by an identifying string such as the author name:

zotero-word-plugin-insert-citationThe first time you do this, select the style you are going to use:

zotero-word-plugin-citation-styleZotero inserts the reference number plus the foot note:
zotero-word-plugin-inserted-citation-01

zotero-word-plugin-footnote

How to work with other text editors

As an alternative that works with any text editor, you can also select items or whole collections in your Zotero library and directly create notes or a bibliography. Upon selecting multiple items (or a collection), right-click and choose “Create Bibliography from Items…”:
Zotero-creating-a-bibliographyLet’s create a bibliography for these three items and copy it to Word via the clipboard:

zotero-create-bibliography-02The result is a nicely formatted text in the style of my choice:
Zotero-inserted-bibliographyHow to use Zotero Standalone together with Chrome and Safari

Adding items via a button in your web browser, managing collections, and working with citations work just as described above. The main difference: instead of accessing your library via the Z button, you start Zotero Standalone.

First of course, you need to install Zotero Standalone and the Google Chrome connector / Safari connector.

I have already done that, so let’s jump right in: I have opened Google Chrome and navigated to bogleheads.org, a popular forum and wiki for index investors. Zotero has detected the page as a normal web page (as indicated by the encircled document icon). Upon clicking this icon, the bibliographic information, URL, and a snapshot of the web page are being saved to Zotero Standalone:

Zotero-for-ChromeZotero Standalone looks and works just like the Firefox add-on:
Zotero-StandaloneUpon double-clicking an item in Zotero Standalone, your default web browser opens up and displays the saved snapshot (as seen in the Chrome screenshot above). You can also press the right mouse button to open the current online version instead.

Who created Zotero, and where can I get it?

Zotero was created as full-fledged research management software by the Roy Rosenzweig Center for History and New Media of George Mason University. It is free, open-source software and can be downloaded at zotero.org.

A popular, free add-on to Zotero is Zotfile: Zotfile allows you to extract and manage PDF annotations directly in Zotero and include iPads and Androids in your workflow,

I use Zotero it as my main personal digital library and as part of my research workflow together with Diigo, OneNote, and Evernote.

I would be happy to hear about your experience with Zotero or related software. How do you manage your information library and research?

My Very Personal Smartphone History

P900-Nokia5800-Samsung GalaxySIII-RememberEverythingOrgThis year, in early August, I made the transition to a Samsung Galaxy S III, my first Android smartphone. In the future, you can expect to see several blog posts on how I am (hopefully) making my Galaxy into a productive powerhouse. The first post is already out. After all, without integrating it into one’s personal information management, any smartphone is just an expensive toy.

For me, this is the perfect time to look back at my personal smartphone history.

It started in June 2004 at Hong Kong’s international airport with a Sony Ericsson P900 (the smartphone on the left in the picture).

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How to Really Keep all Files in Sync between Your Androids and PCs

With many people now owning a PC, a tablet, and a smartphone, Dropbox has become a very popular service to keep files in sync. You place your files, folders and subfolders in your PC’s Dropbox folder, and they should in principle be available in the cloud and on every other device with an installed Dropbox app.

Unfortunately, unlike the Windows app, Dropbox for Android phones and tablets doesn’t quite work this way. Only files you have marked as “Favorites” are downloaded to your local tablet or smartphone and thus available offline. All other files in your Android’s Dropbox are only accessible if you have a network connection, so for example not on a plane, not when you are on an expensive mobile network in a foreign country, and so on. What’s more, you can only mark files, not complete folders as favorites, and if a particular program doesn’t directly support Dropbox, you are out of luck as well. In a nutshell, Dropbox on Android is missing the sync.

As you can imagine, I was quite disappointed when I tried to sync my first Android phone. Are we in the 21st century, or what?

What I needed and wanted, was a real sync:

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