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Thread: Software for a reference material - Any recommendations?

  1. #1
    Join Date
    Jan 2011
    Posts
    1

    Default Software for a reference material - Any recommendations?

    Looking for a reference system for "Non Actionable Items" - eg's top

    - 7 things to do when looking for a new job.
    or
    -Ideas you may have to market a new website
    or
    -Things you must remember when publishing a book

    Any suggestions? David Allen mentions using a reliable system to reference important information to refer to later.

    As of now i am using Omnifocus for my GTD lists on my iPhone, Mac Desktop and Mac Laptop. I am looking for software that integrates seamlessly over these platforms

  2. #2
    Join Date
    Jan 2005
    Location
    St. Louis, MO USA
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    1,539

    Default

    Try evernote.

  3. #3
    Join Date
    Mar 2008
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    238

    Default Mac

    I don't play with Mac, but there surely is some software that can do a simple cloud sync covering those devices mentioned. In the meantime, here are some not off-the-shelf remedies.

    I recommend a large collection of text files. A free 2 gb cloud account can hold an insane amount of information if it is formatted as .txt. Nothing is more universally-editable and readable.

    This is based on the book Bit Literacy, but it is what I had to do in order to share information across a smartphone, Windows, and Linux computers.

    A microSD-type card in your phone with even 1 gb of memory can store an insane amount of information... if it's text.

    Another imperfect solution: open a gmail account, type up the reference information, then email it to yourself as a plaintext attachment or in the body of the email. You can have a file cabinet of information, available from any computer and most phones. You need some cell or Internet access but that's pretty available these days.

    HTH,
    JV

  4. #4
    Join Date
    Jun 2008
    Location
    Paonia, Colorado
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    2,604

    Default Non-Cloud Alternative

    Quote Originally Posted by molves View Post
    Looking for a reference system for "Non Actionable Items"
    I originally started with that sort of stuff in Yojimbo. Sync was not an option though so I switched to Evernote for about a year. I hated having stuff in the cloud and even Evernote's encryption was problematic. I kept searching for something else but not finding anything that would work for me.

    When DEVONThink came out with DEVONThink To Go aka DTTG, I jumped ship. Sync issues have been difficult to work with, due to Apple's policy on limiting the number of beta testers for iPod/iPad/iPhone apps it basically was released in the wild as rough beta SW and very buggy but it is improving fast and I am confident enough of its capability to have switched entirely.

    Biggest advantage to me is no need for cloud services. Robust index and search of my database, potential for large datasets and also ability to index and therefore search large sets of files I have on my Mac. It's also very scriptable and so you can do a lot with it via AppleScript if the built in functions are not good enough.
    Oogie McGuire - Mac, iPhone & Omnifocus
    OogieM on Twitter
    Paonia, CO USA

  5. #5
    Join Date
    Aug 2010
    Location
    UK
    Posts
    178

    Default

    Considering the platforms you are using, I might suggest an email mailbox called 'Reference'.

    I do this for certain reference items that I want to have available on the go.

    This gives you:

    - reliable sync - if it breaks it will be top priority for your provider to fix it
    - search-ability
    - access from Mac, iPhone, plus any browser on any platform
    - formatting, such as bullet points, links, etc; and attached files
    - ownership - you can change your client application and still own your data ( you don't get that with a custom app )
    - integrated backup/recovery via Time Machine on your Mac

    P.

  6. #6
    Join Date
    Sep 2010
    Location
    Germany
    Posts
    66

    Default portable ?

    Unfortunately, I don´t have a Mac, but only Outlook synced to my Palm.

    Do you think all of the Reference material has to be portable ?
    What if I store it in an intelligent way on my (non-portable) desktop ?

    Somebody who is totally paper-based doesn´t carry all the reference paper files with him, doesn´t he?

  7. #7
    Join Date
    Jun 2008
    Location
    Paonia, Colorado
    Posts
    2,604

    Default

    Quote Originally Posted by Tom.9 View Post
    Do you think all of the Reference material has to be portable ?
    Not all reference material has to be portable but for me a majority of it does. Depends on what you store in reference and how you use it I guess.
    Oogie McGuire - Mac, iPhone & Omnifocus
    OogieM on Twitter
    Paonia, CO USA

  8. #8

    Default reference material: 37signals

    I use basecamp (by 37 signals) to store all my reference materials in the cloud. Different "projects" in basecamp are really areas of focus for me, but my files area always where I stashed them.

    If you don't need multiuser access to the files, backpack (also 37 signals) lets you make pages where you can stash files too. I use that for home projects since there is less reference material and only a need to share the project with my hubby.

  9. #9
    Join Date
    Jan 2003
    Location
    Mahwah, NJ
    Posts
    182

    Default

    Here is what I do for paper files. Maybe it is adaptable to electronic files.

    I created a text file with contents like this:

    1 schedule template startup
    2 contract billing procedure
    3 lockup alarm procedure
    4 project management info flow
    5 Allen Bradley multiplier discount
    6 OEM Customer survey poll
    7 square d price increase notice
    8 service engineer test

    Basically, I assign keywords to each doc. Then I write the number on the doc and file it in numerical order. When I need to look for something, I use notepad's search feature to search the index text file. Each 'hit' points me to a doc by number and I can find it really fast. Simple.

    In an electronic file system, the index text file get rid of the constraint that the e-doc is not searchable (like a drawing), and I don't have to put the keywords in the filename.

    Ken

  10. #10
    Join Date
    Feb 2008
    Posts
    3

    Default

    I second Evernote. For paper stuff get a ScanSnap to scan directly in Evernote. No brainer for me on 3 Mac, 2 iPhones and 1 iPad in the family.

    Oliver

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