Spotlight – The Advanced Course

August 6th, 2009

Spotlight quickly finds folders, launches applications, jumps to contacts in address book all with a command-space keystroke and the first few letters of what you want to find/access.  But, Spotlight can go deeper too – filtering folders down to anything you desire based not only on search, but also metadata and through the use of boolean expressions.

Spotlight as a Filter

Spotlight can be accessed from both the command-space keystroke to search the whole hard driver, or through the search box on individual finder windows by hitting command-f (note: if done from a finder window, you must select folder from gray tool bar popup).  Either way, once searching, you can search for more than just text in a filename or inside a document.

In this example, the folder shows all files contained within the folder. In the next screen shot, the same folder has been filtered down to contain just those documents with the label ‘red.’ Finally, using the Spotlight search box, all files have been filtered down files created between 3/1/07 and 8/1/09 AND containing the word “discovery.”

Spotlight as Search Hound

A little language kung fu in your typical command-space search can also yield some great results.  For example, if you are looking for just a contact in address book: (1) hit command-space; (2) type “kind:contact smith” without quotes will bring up a list of all your address book contacts named smith. cursor down to the desired entry, hit return and address book opens.

Similarly, even tasks and events in iCal can be located. Command-space followed by “kind:event deposition” without quotes will call up all iCal events containing the word definition. Now, think about that for a moment. If you get in the habit of using a formal naming convention for events and tasks, you can instantaneously pull up a complete list of all events and tasks for a particular client-matter. Discipline yourself and staff to use Client – Event or Client – Task in the title for events and tasks and you can find them down the road through Spotlight and, of course, through your iCal search function as well.

You can download a complete list of Spotlight search operators from Mac OS X Hints. The Mac OS X Hints post contains an excerpt from David Pogue’s book, The Missing OS X manual which can give you an even more detailed look into how to make this work for you.

MacJournal and Replacing Journler

July 1st, 2009

MacJournal

When hunting around for a ‘Casemap’ replacement a few years back, MacJournal entered onto the final list. Now, because of its ability to import Journler data, complete with tags, MacJournal finds itself doing heavy lifting on case analysis.  Caveat, MacJournal will not pull over images or any metadata other than tags.

Initially, MacJournal lacked the ability to change the date of each entry, making it impossible to use for case analysis chronology.

Pros: Can save individual documents, making client-matter project management easier. You can save a journal as a ‘document’ into Dropbox for each client-matter.  Additionally, this offers the opportunity to keep one journal as your ‘attorney’s daybook’ where you drop all the tidbits that accumulate.  MacJournal has an excellent developer (Dan Schimpf answers questions and listens to user input – check his blog). Questions, comments and concerns often get a personal response.

Cons: PDF/attachment handling is done ‘inline,’ kind of ugly, but not a deal killer; No ‘filter’ option for doing a quick filter of entries based on Tag, Annotation, Date, or Content, i.e. must create a ‘smart folder’ to accomplish, still not a deal killer; proprietary file format and structure, but considering responsiveness and longevity of MacJournal/Mariner, still not a deal killer.

journler-importmjdoc

When conducting document review with MacJournal, it goes like this: (1) With a document open in Preview, hit Command-c when you come across a choice page; (2) switch to MacJournal and create a new entry, date it, add tags and, in the main body jott a few notes; (3) hit Command-v and the page is dropped into MacJournal for later reference/review. Double clicking the image opens it in Preview where you can annotate/mark-up/add notes if you desire. This approach is simple, quick and gets the job done with a minimal of effort. And, yes, it can be used to review deposition transcripts as well. When reviewing other documents, if you have bates stamped your PDF using a unique ID, you also have a reference back to the original document which can be located via Mac OS X’s Spotlight. A free bates stamper is available here. Click image above for detail view.

MacJournal sells for $34.95.

Other Alternatives

Originally known as ‘K.I.T.’ (Keep It Together), Together offers many of the same features as MacJournal, with one key exception, poor developer response. Together sells for $39.00

Yojimbo also offers the ability to do case analysis on slices from documents. Yojimbo offers an iPhone application to go along with the desktop and sells for $39.00

Finally, there’s SOHO Notes which lists a tantalizing array of features, including the ability to integrate with their SOHO Office software and iCal, creating a group project management environment. However, the forums and customer feed back have been entirely negative as sync fails and databases corrupt. SOHO Notes sells for $39.99

There are others out there as well, but this is just a sampling and, really, any product which works for you is the one that works. The best bet is a systematic approach to case analysis and stick with it. Because MacJournal, Together, SOHO Notes and Yojimbo all offer the ability to filter, sort, slice and dice the data with quick access to the source information, they all provide the ability to be systematic in your case analysis. Other software to look at (and PLAY with if you can afford the time) includes: Eagle Filer, DevonThink Pro; VooDoo Pad Pro; and Curio.

Oh, hey, you’re saying right now “What about Evernote?” Yeah, there’s Evernote too. But, Evernote has a fatal flaw – the inability to store your database and sync it however you want. If you want to sync an Evernote database, you must use their paid service and it also means that your data is going through their service (which is also true for Dropbox, but at least it’s backed by Amazon’s S3 encryption and cloud storage).

Correction & Clarification: As reader Bob Hill pointed out in the comments, EN does not require a paid account. However, the free accounts have a limited data transfer. Using EN for case analysis would or could quickly exceed this data transfer limitation.  Also, the database itself resides in an EN specified location with no ‘save as’ option. Hence, you cannot move the database around on your on or use other sync services such as Dropbox.

Why The Switch From Journler?

Several things conspired to drive a search for an alternative to Journler. Despite promises of future development, the forums for Journler are filled with spam, questions to the developer go unanswered and licenses don’t get sent out. Not exactly a reassuring situation for future support or development. Journler still beats MacJournal others in the functionality & feature department. But, until the software gets into the hands of an interested and earnest development company, it simply cannot be considered reliable into the future.

Journler on Sale

May 17th, 2009

If you read this blog, you know we are rabid fans of Journler. Lately the developer seems to be MIA, but with this sale at MacZOT! it indicates that the developer still actively engages in the software and that a version 2.6 is forthcoming. So, if you want to pick up a license, or pick up an extra license, here’s your chance to do so at a very reduced price and, special bonus, all licenses purchased include the next release, 2.6, as a free upgrade.

Journler 43% off – $19.95 (but only for the next 13 hours or so). 

Thanks to reader Justin Kahn @ The Kahn Law Firm for the tip.

Transcript Manager Pro – More Semi-Pro than Pro

April 13th, 2009

1360 Studios produces one of only two known transcript managers for Mac OS X, Transcript Manger Pro. The software incorporates all the right parts, but put together in a rather bizarre fashion that offends any regular Mac user. Further, the software carries a fairly hefty price tag of $199.  But, to their credit, that’s down from the former $625 and cheaper than the only other depo software, Clarity Legal’s Deposmart.

Open, No, Really, Please Open.

Transcript Manager Pro (“TMP”) wastes no time finding a way to offend users. Users cannot import transcripts through a simple drag and drop. Instead, users must use the Import>Open dialogue.  Worse still, the program refuses to use OS X’sno-finder Finder. Read the rest of this entry »

Circus Ponies Notebook on Sale

March 23rd, 2009

Today only Circus Ponies Notebook is on sale for 50% off at MacUpdate Promo, a very good bargain. Notebook makes an excellent piece of software for putting together trial notebooks and keeping a litigation notebook for each client-matter. A few of my favoritenotebookicon highlights: ToDos in your notebooks can be made to sync with iCal; the ‘MultiDex’ a supercharged index that automatically updates every word in your notebook and includes several useful stand alone categories such as ‘To Do Items,’ ‘Keywords,’ and ‘Due Dates;’ and, of course, the awesome outlining features which let you sort outlines by date, alphabetically, by priority etc. At only $24.95 it’s worth picking up just to have around.

Woah… Kindle on my iPhone

March 4th, 2009

Amazon just announced the Kindle for iPhone app. The app syncs Kindle books to your iPhone. And, really cool, it syncs to the last page you were reading on your Kindle and vice versa. It also syncs bookmarks. So, if you just happen to get bored waiting at the doctor’s office, you can pop open your book and, when you return to the full-fledged Kindle, it syncs to the point you left off on your iPhone.  I know, I know, a completely unrealistic hypothetical since anyone going to the doctor’s office expects the wait and takes the Kindle along. Unfortunately, it does not appear to sync over texts/books etc. that you have uploaded to your Kindle account.  This is a real bummer because the Kindle iPhone reader is beautiful and would work oh so well to read pleadings, depositions etc. etc. You can get the app here (opens iTunes).

Widget Round-Up

March 4th, 2009

On Mac OS X the ‘wow’ and ‘gee whiz’ factor of Widgets/Dashboard make part of the sale…. sorta like cupholders or a slot to hold your sunglasses in a new car. Widgets look really cool, the transition from the desktop to the Dashboard seems 21st Century, but, after using OS X for a while, Widgets kinda fall into the background and get forgotten. Recently, though, I’ve noticed my Dashboard and Widgets get used quite a bit. Here’s the set-up, explanation follows.

widget-round-up1. Date Calculat0r by Bright Light Software. You can calculate the days between two dates, add dates to a particular date, or count backwards. Great for scheduling orders and discovery cut-off dates.

2. Easy Envelopes by Ambrosia. Previously covered here, great little envelope application that hooks into Address Book.

3. Clock. Built into OS X but duplicated four times, to cover the time zones. Handy to have when trying to schedule a phone conference with someone in a different time zone. Clocks arranged East to West coast and local time popped to the side a bit for highlighting purposes.

4. Quickcal by “Smelly. Puppy.” This widget allows you to enter natural language events and todos on your calendar. Awful handy when combined with the Clock set-up above. Simply type “Phone Conference with Super Expert Next Tuesday at 11:00 a.m.” hit return and it adds it onto iCal. (Donations encouraged. Easy Envelopes and Date Calculator are used as lead in freebies to attract you to the company’s other products. Quickcal is a solo project and a little PayPal could go a long way).

Well, that’s it. If you have a favorite widget or widget workflow not shown here, brag about it in the comments!

Control Keynote with iPhone/iPod Touch

January 8th, 2009

The best announcement out of Macworld this week, the ability to control Keynote ’09 through your iPhone or iPod Touch.  Considering that as the best announcement either says how ho-hum Macworld announcements were, or demonstrates the complete descent into geek deviance by yours truly.  

Yeah, but it’s still really cool.

Along with a super nice ‘presenter’ display mode (something PowerPoint has had for awhile), Keynote ’09 allows you to control your presentation by way of 99¢ app store download (app store link opens iTunes).

The Keynote remote app offers two views: Portrait and Landscape. In Portrait view, you can read your presenter notes. In Landscape view, you can see the next slide. In either view, just swipe to advance to the next slide. Unfortunately, the app does not allow any of the keyboard shortcuts, such as ‘blank’ screen or the ability to jump to a slide. Screenshots below.

Other apps of interest and similar functionality include: Pointer Remote for PowerPoint and Keynote(.99¢); iClickr Powerpoint Remote(Powerpoint only, $9.99).

Update January 8, 2009, 11:46: Considering the rundown on Microsoft’s Keynote at CES here, it looks like even Apple’s ho-hum announcements crush Microsoft…. I mean, c’mon Surface, Ford Sync etc? Garbage none of which helps me do anything better, faster or more efficiently, not too mention Nordquist’s take that Windows 7 ought to be released as Vista SP2 rather than a paid upgrade since it is only a minor upgrade which ‘fixes’ the problems with Vista.

Switch Resources

December 22nd, 2008

If you are one of the lucky folks making the switch to Mac by way of a gift this year, you might want to check out these two really great resources. First, The Unauthorized Apple Weblog has a great line of posts on switching.  They cover everything in their Mac 101 series from Address Book to booting from a USB drive.

Then, of course, Apple has their own resource for switchers, Switch 101. It is a bit more basic, but much more organized the TUAW’s Mac 101 series. Finally, don’t forget that you can get your data migrated over from a PC with the help of a genius at an Apple Store Genius Bar… just remember to make an appointment before you go.

Finally, when all else fails, hit Google. The venerable search behemoth can probably point you in the right direction, especially if you use site focused searching. For example, don’t just hammer search terms in, but search a specific site (or even subsite) like this: 

site:http://www.apple.com/support/ itunes deauthorize

Typing the above will pull all references out of the support pages at Apple on deauthorizing computers from iTunes.

Happy Holidays!

End of a Love AffAir.

December 1st, 2008

I am writing to tell you that this relationship just isn’t working out for me, even though we’ve been together almost one year. I need to be happy and I’m just not happy anymore. When it all started, the sparks and super sexy attitude filled my eyes so much that I could not accept that you just did not complete me. And, I must confess, I have been seeing someone else. Yes, they are a little thicker around the middle, but they really fulfill all my needs. Plus, no offense, you’re smart, skinny super thin sexy, but you just lack the processing power I sometimes desire. Also, you are a little uptight, not enough ports and slots.  And don’t get me started on the way you hide your battery and memory.  I can see why you hide the memory part, it being so small and all.  But your battery too? Finally, that hard drive…. so shallow and slow and scant on space. A bulimic supermodel, always a binge and purge of information and data just so you could fit into that thin aluminum shell.  I know you’ll find someone who truly loves you for what you are, a white hot, super thin model of aesthetic perfection. They might even tolerate your diva like demands of a high price for low output. But me, I’m moving on. The new MacBook has all I need, even if a little bit heavier, I can live with the weight gain. So, goodbye Air, we’ll always have the memories.

If you wanna be happy for the rest of your life, never make a laptop a paper thin slice. Take my advice and here’s what you do, get a fatter laptop to carry round with you.