Evernote for Advanced Level 2, Week 3 Advanced Evernote and Research Find us at:- http://www.twitter.com/megsamanda http://www.facebook.com/techcoachhq http://www.pinterest.com/meganaiemma/ Disclaimer The information contained in this workbook is accurate as of November 2014. Evernote is ever- evolving. With this on-going development and refinement of Evernote, the information contained in this document will be superseded with the passage of time. When doing research on the Internet, it is a good idea to have a system or process set up to keep track of Internet research whether on your mobile device or on your desktop computer. Why use Evernote for Research? • To have a consistent place for keeping all your Notes. • To share your Notes with colleagues or clients (this is great when managing projects and you need to share information across your team). • To efficiently search your Notes for key terms or Tags found within websites. • To efficiently find Notes using the advanced search functionality available in the Mac and Windows Desktop versions of Evernote. • To efficiently add a URL or article from a website without needing to cut and paste. The information is already filed correctly in the right Notebook with the correct Tags. Nine ways I use Evernote for research: • I use Evernote to research new products for my blog, Pinterest page and for any articles I write. • I create shortcuts within Evernote (like favourites) to my Research Notebook, so that I always have quick access to this Notebook. • I find it much easier to research via my iPad as often I have an idea, concept or brief I need to research and do it while out on the road, rather than wait to get back to the office. • I use specific Tags such as ‘research_’, ‘Internet_’, ‘products_’, ‘blog_’ to help separate different research ideas. • I use IFTTT (discussed in the Week 4 module) to automate the process when I find information. • I use Dolphin Web Clipper to add web research from my iPad. • I use Penultimate (iPad only) to take handwritten notes from the information I have learnt and then import the images I have taken from my computer screen. • I use the handwriting tool within Evernote with my Android smartphone to jot down notes. The handwriting tool is not available for iOS devices. • I also type, take images and add voice-to-text (converts my voice to typed text which is great when you need to get ideas noted quickly). Research tools to use with Evernote: Two of the tools listed are web based. You will need to install these tools on your Mac or Windows computer. Follow the instructions listed below to download these tools. 1 Part 1: Evernote Web Clipper Click on the link https://evernote.com/webclipper/guide/ for further information. Evernote Web Clipper is available for Chrome, Safari, Firefox and Opera Browsers. It is already installed with Internet Explorer when you download ‘Evernote for Windows’. Why use Evernote Web Clipper? The concept behind Evernote Web Clipper is to clip the best parts of the Internet. • Be it images, links, text or articles, it can save time in your researching. • The great thing about this tool is that you can clip all of a website or just a section. • If you are using Chrome, Firefox or Opera Web Browsers, you can use Skitch to mark-up a website using arrows, text and shapes. • There is the ability to share your web clips via email or social media. • Once a Web Clip is saved to Evernote, it will never change, even if the original webpage has changed or is no longer available. How to use Evernote Web Clipper? Checklist: ❏ Download Evernote Web Clipper from https://evernote.com/webclipper/ for your Web Browser. ❏ Once installed, the ‘bookmarklet’ will sit in your web browsers toolbar (see image below). ❏ Sign in with Evernote account details. ❏ Click on the icon Evernote Icon with dotted lines around it to open up Evernote Web Clipper. Select the type of clip you would like to choose. Your options are, depending on the Web browser: • Article • Simplified Article (just like using Evernote Clearly). 2 • Full Page • Bookmark • Screenshot (available for Google Chrome, Safari and Opera). This is just like using Skitch within a web browser. • PDF: This option only appears if you are in a PDF document and you can save the entire PDF document as an attachment. • Email: Available for Google Chrome, Safari and Opera Browsers. Clip a message directly from GMail into Evernote with correct formatting. • Selection: When opening Evernote Web Clipper, there is a yellow border where you can choose which section you would like to add. Highlight the image and text on the web page before selecting Evernote Web Clipper. Fill in the details: • Title • Notebook. You can select a different Notebook other than the Notebook that Evernote thinks you might need. • Tags • Comments Related Notes and Related Results: • When you set up Evernote Web Clipper, it gives you the option of enabling ‘Related Results’. This includes results from your Evernote account whenever you search the Internet using the most common search engines such as Google or Bing. • Evernote always provides you with ‘Related Notes’. Part 2: Evernote Clearly Click on the link https://evernote.com/clearly/guide/#6 to view the Evernote Clearly user guide. Why use Evernote Clearly? • To clip websites and articles directly into your Evernote account with the correct Notebooks and Tags. • It clears the background images and headers, leaving you with just text on a white background. 3 How to set up Evernote Clearly? Evernote Clearly is currently available for the following web browsers: • Chrome • Firefox • Opera Click on the link https://evernote.com/clearly/ to download Evernote Clearly for the above browsers. Follow the instructions to install the bookmarklet. Sign in with your Evernote account details. Tip: To use the same features of Evernote Clearly via the Safari web browser, use Evernote Web Clipper instead as it has a ‘Simplified Article’ option. This removes the background images and leaves a white background. How to customise Evernote Clearly: Chrome ● Mac: Click on ‘Window’, then ‘Extensions’, then ‘Options’. ● Windows: Click the menu icon to the right of the address bar and select ‘Settings’, then ‘Extensions’, then ‘Options’. Firefox ● Mac: Click on ‘Tools’, then ‘Add-Ons’, then click the preferences icon. ● Windows: Click on ‘Add-Ons’, then click ‘Extensions’, then ‘Options’ icon. Part 3: Researching on your mobile device: Why research on your mobile device? • Research anywhere, anytime. • Research in a quick way to capture information and file it in the appropriate place. Evernote Web Clipper and Evernote Clearly are not available for mobile devices. Dolphin Web Clipper: Click on the link Dolphin Web Clipper - iOS to download Dolphin Web Clipper for iOS devices (iPad and iPhone). Click on the link Dolphin Web Clipper - Add on (Evernote Add on Android) to download Dolphin Web Clipper for Android devices. How to use Dolphin Web Clipper: This is a great third party app that integrates really well with Evernote. 4 • Download for your mobile devices via the Google Play Store for Android Devices or the iTunes Store for iOS Devices (iPad and iPhone). • Sign in with your Evernote account details. • File the information in the correct Notebook, add Tags and any further details. • There is also sharing to Facebook, Twitter, Cloud and email with this browser. Part 4: Using Penultimate (iPad only) to take notes for research Why use Penultimate? • If you like to handwrite and like to take notes via your iPad, then Penultimate is a great app to use. • Your handwritten notes can be imported directly into your Evernote Notebooks. Tip: When handwriting for long periods of time, the use of a stylus is highly recommended. How to use Penultimate Click on the link https://evernote.com/penultimate/guide/ios/ for the guide to using Penultimate. • Install the app on your iPad. • Sign in with your Evernote account details. • Under your email address, in the top left hand corner, tap to select ‘General Settings’. • Have ‘Wrist Protection’ on. This means that you won’t inadvertently be adding extra scribbles when you write. • Select your ‘Wrist Position’. Try and determine the closest way you hold your pen. • If you have the Adonit ‘Jot Script Evernote Stylus’, set this up first within Penultimate’s settings. • If you have a Dropbox account, add this to Penultimate to sync your handwritten notes. 5 Create a New Notebook: • Tap the ‘+’ icon on the home screen. This will create a new Notebook. • To ‘Duplicate/Merge Notebooks’, tap the Duplicate/Merge icon to re-create the Notebook or merge the Notebook. • To search through your Notes on Penultimate, tap on the magnifying glass icon and add your search term. • Tap the ‘Notebook’ to rename each Notebook. Create a New Note in Penultimate: • Choose which paper you would like to use. You can purchase extra templates if you like. If you have Evernote Premium or Evernote Business, you have access to all the templates. 6 • Tap the pen icon to ‘Choose a Pen Width’ and ‘Choose a Color’. • Connect your ‘Jot Script Stylus’ if you have one. • Start writing or drawing! • Create new pages as you need them. • Use the scissors tool to help move text or drawings around the page. • Search for words within your Notes (Evernote will recognise your handwriting). When you import the Penultimate Notebooks, the same search feature will work across the other platforms to recognise your handwriting. • Sharing options: You can ‘Save Image’, ‘Print’, ‘Open Page In….’ to send the page to another app, or ‘Send Notebook by Email’.