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Research & Collaboration Tools For Students, Staff & Faculty: Creating A Modern Memex
Research & Collaboration Tools For Students, Staff & Faculty: Creating A Modern Memex
The increasing volume of digital information which has become part of the researcher’s work is
making the task of capturing that information, organizing it and eventually collaborating with others
more difficult. Electronic information in multiple formats sitting in multiple silos of data presents
another challenge to researchers who often have difficulty finding a specific piece of information in a
timely fashion.
The two major benefits that come from effectively using digital capture, search and collaboration tools,
are first, an increase in the speed and second, improved quality of the research being performed. Less
time is spent looking for information that has already been identified or created, so that more time can
be spent in analyzing and associating disparate pieces of information. Modern electronic research tools,
like Zotero and Evernote, make the collection of research data, and collaboration between colleagues
possible, which that in the past would have been difficult, expensive, or even impossible. They also
save large amounts of time citing and creating bibliographies. Free voice and group video
conferencing services, like Google Hangouts and Skype, can facilitate real time collaboration at a
fraction of the cost in time and money of flying members of a research team to a central location.
Online collaboration tools like Google Docs and Microsoft OneDrive can greatly facilitate group
document creation and editing, in real time if needed.
Once researchers have the appropriate software to manage their data and to help them collaborate, they
need to make sure that they also have the appropriate hardware and infrastructure to take full advantage
of the benefits the new software will give them. Access to an un-congested high speed internet
connection is a must for video and voice conferencing, as well as for real time document editing. An
average desktop computer with two monitors (or one very large monitor), instead of the traditional
single monitor, will give researchers a 10% + boost in productivity. Mobile devices, including laptops,
tablets and smartphones can be of great value in allowing researchers to conduct their research and
collaborate with colleagues wherever and whenever they desire. With more and more research
materials being created and remaining digital, the backup of research data is becoming increasingly
important. Fortunately, easy to use online backup services are making it simple to automatically backup
all of a researcher’s data.
Whether they realize it or not, most researchers are struggling with the mountains of digital data that
they are accumulating during their studies and careers. If shown the tools available to them to find,
capture and collaborate, many, if not most, will be able to use these tools to increase their productivity
and effectively manage and collaborate with their data.
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Table of Contents
Executive Summary
Table of Contents
1.0 Modern Research Challenges
1.1 Proliferation of Data Formats and Silos
1.2 Capturing Electronic Data
1.3 Collaborating in a Digital World
1.4 Organizing Citation & Bibliographic Information
2.0 A Manhattan Project Sized Problem
3.0 Capturing, Storing and Retrieving Digital Documents
3.1 Capture Anything, Access Anywhere and Find Things Fast
3.2 Zotero the Social Citation Manager
3.3 What To Do With The Leftover Paper?
3.4 Copyright and Cloud Security Considerations
4.0 Finding What You Want When You Want
4.1 Manila File Folders
4.2 Desktop Search
5.0 Research Collaboration in the 21st Century
5.1 Voice, Video and Desktop Conferencing
5.2 Real Time Collaborative Document Editing
5.2 File Sharing and Document Version Control
6.0 The Right Hardware for Researchers
6.1 A Second Monitor for Increased Productivity
6.2 Mobile Devices & Software
7.0 Backing Up Your Digital Life
8.0 Conclusions
Bibliography
Appendix A Table of Software & Hardware Discussed
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1.0 Modern Research Challenges
The digital age presents a double edged sword to students and researchers. On the one hand students
now have almost instantaneous access to huge amounts of information and data that past generations
could only dream of. On the other hand, researchers now have to sift and sort through those mountains
of information and use their judgment to determine what is credible and useful. Then the researcher
must store that information in a easy-to-find manner, then find it again when writing a report or paper.
1
“From a technology viewpoint, silos are managed by computer systems that do not provide efficient machine
communication systems to other computers.” - Anon. 2012. “Information Silo.” Wikipedia.
http://en.wikipedia.org/wiki/Information_silo.
2
Picture Source: Google Docs
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1.2 Capturing Electronic Data
The second challenge is that many researchers have a hard time capturing electronic information in a
format that enables them to easily find the information months or years later. Often the default method
that researchers fall back on is to to convert digital content back into an analog format by printing it
out.
This was recently driven home to the author by an experience in a professor's office. While working on
her computer he noticed a six inch stack of paper on one of her desks. The top sheet was a printout of
an interesting article from an online newspaper. She apparently printed the article so that she could
have a copy to reference in one of her future papers. The author couldn't help but think that she would
have a hard time finding the article once it found it's way into the middle of the pile of similar articles.
Why was she building this mountain of paper? Not long ago there was a dearth of quality tools
available for capturing and searching electronic data. Fortunately it is now much easier to capture web
pages, PDF documents and other electronic documents, so that they can be annotated and then easily
retrieved and searched at a later date.
3
Research networks like CANARIE in Canada and Internet2 in the United States of America.
4
Anon. 2012. “National Advisory Committee for Aeronautics.” Wikipedia.
http://en.wikipedia.org/wiki/National_Advisory_Committee_for_Aeronautics.
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course of the project.5 The information was there, but to find it and to get it into the hands of the person
who needed it proved difficult at times.
The Manhattan Project was nearly complete when Vannevar revealed his vision of a device that would
allow researchers to access their accumulated store of knowledge in his essay "As We May Think".6
This was a device which would allow an individual to store "all his books, records, and
communications, and which is mechanized so that it may be consulted with exceeding speed and
flexibility. It is an enlarged intimate supplement to his memory." It would also automatically cross
reference one work with another. He called this device a "Memex"7, and it was to be an analog
computer that used microfilm for it's storage medium, four quick selector microfilm readers for access,
and one microfilm scanner to capture documents. It came complete with a dual monitor display in the
middle of the desk and push button controls on the right-hand side to control the device. Unfortunately,
Vannevar's prototypes were plagued with technical problems and never functioned reliably enough to
be useful. The microchip and computer graphical user interface were still over forty years away from
becoming mainstream.
Fortunately for us, technology has progressed beyond the mechanical devices that Bush prototyped for
storing and retrieving information, and today's computer and communications devices realize Bush's 70
year old vision. A modern networked personal computer with two monitors, an optical scanner and
video camera is most closely analogous to his Memex. Unfortunately despite these technological
advancements, many researchers are still struggling with problems that he was trying to solve so many
years ago. Happily those concerned are now much better equipped to be successful.
5
Anon. 2012. “Manhattan Project.” Wikipedia. http://en.wikipedia.org/wiki/Manhattan_Project.
6
Bush, Vannevar. 1945. “As We May Think.” The Atlantic, July.
http://www.theatlantic.com/magazine/archive/1945/07/as-we-may-think/3881/.
7
Anon. 2012. “Memex.” Wikipedia. http://en.wikipedia.org/wiki/Memex.
8
Anon. 2012. “Telecollaboration: Beyond Memex and NLS.” Telecollaboration Research.
http://www.cs.brown.edu/stc/resea/telecollaboration/story.html.
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Illustration 3: A modern laptop with a second monitor - Ideal for Researchers dealing with digital information.
Picture source9
Second, Evernote can capture data from mobile devices, including photos and text. Metadata for photos
includes, date and geographic location of where the picture was taken. Note taking on tablets and
smartphones is another popular use for the mobile program. Researchers can also search for any
information in their Evernote database on their mobile devices. Mobile versions of Evernote are
available for iOS, Android, BlackBerry and Windows 7 devices.13
Lastly, a feature rich Evernote desktop client is available for Windows and Mac computers, and the
web client works well for ChromeBooks and Linux. Markup (with the digital equivalent of a yellow
highlighter) is available to annotate captured and locally stored web pages in Evernote. Researchers can
add their own metadata to items in the form of tags, or they can put them in “notebooks” to help keep
things organized. This can be invaluable when looking at the document a year from now and having a
hard time remembering why it was so important when captured.
Evernote also makes it easy to share research with colleagues or the public. Folders along with
comments can be published to the user's Evernote page as new content is added. Published items and
folders can also be sent via e-mail to interested colleagues.
Microsoft makes a strong competitor to Evernote, called OneNote.15 While OneNote has many of the
same features as Evernote, it does not have native applications for as many platforms as Evernote.
Interestingly, one exception is the OneNote iPhone app. That said, the close integration to Microsoft
Office may be appealing to Office users on Windows computers. Both OneNote and Evernote are free
13
Anon. “One Account. Many Devices.” Evernote. http://www.evernote.com/about/download/.
14
Picture source: http://evernote.com/
15
Anon. “OneNote 2016.” OneNote 2016. https://www.onenote.com/.
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for users to download and use.
● Capture Web Pages & Citation information easily while in a web browser.
● Captures other files like PDF & word documents.
● Take notes on research materials as they are captured.
● If desired, Sync, Share and Collaborate on libraries with other researchers.
● Export formatted citations and bibliographies to papers, articles, books or websites, in the
16
Anon. “About Zotero.” Zotero. http://www.zotero.org/.
17
Anon. “About LibreOffice.” LibreOffice. http://www.libreoffice.org/.
18
Anon. “About Zotero.” Zotero. http://www.zotero.org/.
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bibliographic style of choice.
● Search all the data and metadata in a Zotero library quickly and easily.
Here is a short video that highlights the main features of Zotero, and shows it’s easy-to-use interface.19
Zotero can also be a real time saver when working with physical books. Instead of typing in the
bibliographic data for a book, simply search for the book in a library catalog, and then click on the
small Zotero book icon in the URL field (see illustration 6 below) and the bibliographic information is
automatically saved in the Zotero library.
In the past Zotero was only available as a FireFox plug-in, but since the release of Zotero 3 in early
2012, Zotero has also available as a native application for Mac, Windows and Linux computers.
Browser plug-ins are available for FireFox, Chrome & Safari.20 While the range of operating system
and browser support is impressive, currently (as of early 2015) there are no native Zotero apps or web
apps available for mobile devices available. It is possible to browse your Zotero library via a mobile
web browser, however the website is not optimized for mobile devices, and is difficult to use on small
form factor devices.
Other popular and free to use commercial academic citation tools include Mendelay21 and RefME22. As
an Open Source project, Zotero has no licencing cost for users. It is being developed by George Mason
University, and funded by grants from the Andrew W. Mellon Foundation, the Institute of Museum and
19
Anon. 2009. Zotero 1.5 Screencast. http://www.youtube.com/watch?v=hLi3ZhUQDhs.
20
Anon. “Download Zotero.” Zotero. http://www.zotero.org/support/3.0.
21
Anon. “Mendelay.” https://www.mendeley.com.
22
Anon. “RefME.” https://www.refme.com/.
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Library Services, and the Alfred P. Sloan Foundation.
For most academic researchers, there will probably be a place for both Zotero and Evernote in their
research work flow, as they have complementary strengths and weakness that lend themselves to
different types of research.
Illustration 7: Scanning both sides of documents in one pass & then converting them to PDF format so they are
full text search-able.
Digitizing Documents sounds more intimidating than it really is. Scanners can now be purchased that
will scan both sides of a document in one pass and convert it into PDF format on the fly. For smaller
jobs, most smartphones are capable of taking a high quality picture of a page, and then converting it
into a PDF document.
Why PDF and not JPEG or some other format? Because Adobe Acrobat software,23 and Google
Drive24 both have built-in support for recognizing text on the page. This means that scanned PDF
documents can be included in full text searches through a desktop search, or a Zotero or Evernote
search if the document has been imported into either of those applications. Researchers will have
fewer things to look for in their hard copy files, and more documents that can be instantly searched
from their computers or mobile devices.
Anyone who has been involved in a digitization project knows the time it can take for a program to
recognize the characters on a scanned page. Saving to PDF format gets around this problem because
the OCR can happen in the background after the scan has taken place so that documents can be scanned
23
Anon. “About Acrobat Pro.” Adobe Acrobat. http://www.adobe.com/products/acrobatpro.html.
24
Anon. “About Google Drive.” Google Drive. https://drive.google.com/start.
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as fast as the hardware is capable of scanning. One thing to remember, however, is that the quality of
the original document will affect the quality of the character recognition. If scanning a photocopy of a
fax, the character recognition of printed text will probably not be very accurate once it is in a PDF
document. Handwritten characters and drawings may or may not be recognized depending on the
legibility of the writing. Nevertheless, the vast majority of documents can be converted into a digital
format and thereby be made searchable. From a researcher's perspective digital Nirvana has almost
been reached.
The cost of beginning to digitize paper can be very low. For example, an excellent iPhone “document
scanner” app for iPhones is JotNot Pro, which costs only $2.25 An equally strong and free Android app
is CamScanner.26 For your desktop computer or laptop, a quality double sided scanner, like the Fujitsu
SnapScan s1500, bundled with Adobe Acrobat Pro now costs about $400.27
25
Anon. “About JotNot Pro.” JotNot Pro. http://itunes.apple.com/ca/app/jotnot-scanner-pro/id307868751?mt=8.
26
Anon. “CamScanner.” CamScanner. https://www.camscanner.com/
27
Anon. “About Fujitsu SnapScan S1500.” Fujitsu Global.
http://www.fujitsu.com/global/services/computing/peripheral/scanners/product/s1500/.
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3.4 Copyright and Cloud Security Considerations
It is important to remember than when using apps like JotNot or Evernote, that all the usual copyright
laws and regulations need to be respected, just as a researcher would when using a photocopier. That
said, many jurisdictions have “fair use” or “fair dealing” provisions in their copyright laws that allow
for limited copying under specific circumstances. For example, the principle of fair use has been
describe as the following: “In United States copyright law, fair use is a doctrine that permits limited use
of copyrighted material without acquiring permission from the rights holders. Examples of fair use
include commentary, criticism, news reporting, research, teaching, library archiving and scholarship.”28
Researchers, if they have not already, should become familiar with copyright legislation in the
jurisdiction where they live.
Cloud services raise interesting security and privacy issues that researchers need to be aware of. For
example, data stored on servers in the United States are subject to the Patriot Act,29 no matter where the
owner of the data resides. American cloud services like Dropbox, Evernote and Google, who store
their client’s data in the United States, can be compelled by law enforcement officials to give them
their client’s data, without notifying the client. Depending on the type of research being done, this may
or may not be a concern. In some parts of the world, like Canada and the EU, local legislation
prohibits public organizations from storing of personal data outside of their boundaries. A specific
example of this is the province of British Columbia, in Canada, who specifically amended their
legislation to prohibit the storage of health records outside of Canada.30
28
Anon. “Fair Use.” Wikipedia. http://en.wikipedia.org/wiki/Fair_use.
29
Gallagher, Sean. 2011. “Ars Technica - Law & Disorder.” Law & Disorder.
http://arstechnica.com/tech-policy/news/2011/12/patriot-act-and-privacy-laws-take-a-bite-out-of-us-cloud-business.ars.
30
Munn, Larry. “British Columbia’s Privacy Laws Amended In Response to the USA Patriot Act.” Clark Wilson LLP.
http://www.cwilson.com/services/18-resource-centre/190-british-columbias-privacy-laws-amended-in-response-to-the-usa-p
atriot-act.html.
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Illustration 9: Traditional File Management.
31
Anon. 2012. “Windows Vista.” Wikipedia. http://en.wikipedia.org/wiki/Windows_Vista.
32
Anon. 2012. “Spotlight (software).” Wikipedia. http://en.wikipedia.org/wiki/Spotlight_(software).
33
Anon. 2011. “Inside Google Desktop.” Google Desktop Update.
http://googledesktop.blogspot.com/2011/09/google-desktop-update.html.
34
Anon. 2009. Windows 7 - Windows Search. http://www.youtube.com/watch?v=JkQ7XSlC3qw.
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Illustration 10: OS X Desktop Search (Spotlight)35
Desktop Search makes it so much easier to find documents that there is no reason not to use it.
Researchers, however, should be aware of some of the limitations of both Mac and Windows desktop
search tools. First of all, if you are connected to network drives at home or in a workplace, desktop
search tools do not automatically index and search share drives. On the other hand, if you use a utility
like Dropbox36, iCloud37, Google Drive or OneDrive38 the the search tools work very well, as those
services put a copy of your files on your local hard drive, thus making them searchable. Secondly,
desktop search tools do not necessarily search the data in non-Apple or non-Microsoft applications. For
example, users of the popular Evernote39 program cannot search data they have stored in that
application using the Windows desktop search, but instead have to use the built in Evernote search tool
(OS X desktop search does not have this limitation). This may or may not be a problem, depending on
how the search tools are used by the researcher. An interesting work around that some third party tools
like Evernote are employing, is to create browser plug-ins to allow Google web searches to include
their local application data in the results. While not an optimal search method for local data, it has
proved helpful to the author.
Another issue that is becoming more prominent with the increasing use and reliance on webmail40, is
35
Robert Harder. 2011. “Spotlight Searching at the Command Line.” Robert Harder, Think Harder Not Smarter.
http://blog.iharder.net/2011/04/05/spotlight-searching-at-the-command-line/.
36
https://www.dropbox.com/
37
https://www.icloud.com/
38
http://onedrive.live.com/
39
http://evernote.com/
40
McCue, Rich. “UVic Law Student Technology Survey 2011.” Rich’s Random Thoughts.
http://richmccue.com/2011/09/14/uvic-law-student-technology-survey-2011/.
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that desktop search engines do not index and search webmail data. For this reason, even if the
researcher uses a web interface for their email, they should seriously consider setting up a native mail
client to download their email locally (typically using the IMAP email protocol) to make it visible to
their desktop search engine. On OS X the built-in mail client can be used to access webmail services
like Gmail, and with Windows, Outlook is a good choice. Here is a video that shows how to setup
Gmail on the OS X mail client.41
New products and services have not only made it easier, less time consuming and less expensive to
collaborate with colleagues at a distance, but have also reduced the amount of time and effort it takes to
undertake collaborative research or paper writing with colleagues who are locally based.
Skype is a widely used program for making free voice, conference and video calls over the internet to
anyone else who is also running Skype on their computer or mobile device.42 Best of all the software is
free to download and it’s basic features are also free to use. Skype does offer some fee based services,
like calling to land lines or cell phones, and multi-point video conferencing. On the other hand Skype
to Skype voice and video calls are free. Skype also allows you to share your desktop with others which
can be useful for reviewing documents with colleagues in real time, showing PowerPoint presentations
and reviewing web based materials together. Other Skype features include:
● File transfers: send that file on the screen to the person being talked to.
41
Anon. 2011. Mac OS X Lion 101: Setting up a Mail Account on Apple Mail 5.0.
http://www.youtube.com/watch?v=ogA3xA2aXy8.
42
Anon. “About Skype.” Skype. http://www.skype.com/intl/en-us/features/.
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● Security: Skype automatically encrypts everything before sending it through the internet.
● Chat: For long distance communications, Skype is arguably easier to use than the international
long distance telephone system. Skype also provides a fee based service for using Skype to
make calls to a regular telephone for colleagues who do not have access to high speed internet.
● Translation Services: Translates conversations into a limited number of languages in near real
time.
Google Talk and Google Hangouts43 are newer products and are not yet as widely used as Skype, but
they offer all of the features that Skype has, plus a few extras that may be useful for some researchers.
First of all, for a group of researchers, Google Hangouts allows researchers to conduct private or public
video conference with up to ten people at one time, and the option to broadcast to thousands via
Google+ and YouTube.44 Skype also offers group video conferencing, but at least one user needs to be
a paying user of Skype, and there is no Skype facility to broadcast the meeting beyond ten people.
Another feature built into Google Hangouts is the ability to not only share the view of a computer
desktop or windows (similar to Skype), but to share a Google Document, and allow participants to
co-edit the document in real time. Here is a video that gives a brief demonstration of the main
collaboration features of Google Hangouts, including co-editing documents while videoconferencing.45
43
Anon. “About Google Hangouts.” Google Plus Help.
http://support.google.com/plus/bin/answer.py?hl=en&answer=1215273.
44
Anon. “Hangouts On Air.” Google+ Support.
http://support.google.com/plus/bin/answer.py?hl=en&answer=1669903&rd=1.
45
Anon. 2011. Google Hangouts with Extras: A Brief Demonstration. http://www.youtube.com/watch?v=5SHXOjTYewo.
Page 17 of 35
Google Hangouts and Skype are both available on iPhone, iPad and Android devices for when the
researcher finds her or himself away from a computer. Both support audio and video calls, and Google
Hangouts supports multi person video calls for free.
There are several products available that allow groups to share and edit documents over the internet.
Some of of the more popular products include, Google Docs46, Microsoft OneDrive47, Zoho Office48
and Microsoft 36549. They not only allow for the sharing of documents, but they also give groups the
ability to co-edit documents in real time from any internet connected computer. This helps groups
avoid the duplicate editing of documents, and also allows more than one researcher to edit the
document at the same time. If a particular document is important to a member of the group, he/she can
“subscribe” to that document so that they are notified by e-mail any time someone edits the document.
Here is a video50 that shows some of the key advantages of collaboration services. The document
management features alone are often sufficiently valuable to convince many groups to use them, but
there are additional features that are also useful to research groups.
46
Anon. “About Google Docs.” Google Docs Help. http://support.google.com/docs/bin/answer.py?hl=en&answer=49008.
47
Anon. “About Onedrive.” Microsoft Onedrive. http://onedrive.live.com/.
48
Anon. “About Zoho Office.” Zoho Office. http://www.zoho.com/.
49
Anon. “About Office 365.” Microsoft Office 365. http://www.microsoft.com/en-us/office365/.
50
Anon. 2010. Introducing a New Google Docs. http://www.youtube.com/watch?v=6_hJ3R8jEZM.
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Illustration 13: Google Docs. Two users co-editing a document & it’s comments in real time.
Basic version control functionality is built into all the products mentioned above. This feature makes it
easy to see how a document has evolved over time, and allows the group to recover sections of the
document that may have been removed or modified at some point in the editing process. The need for
version control typically increases exponentially with the number of authors editing a document.
Another feature that most collaboration suites include is an integrated commenting system for threaded
discussions about a particular document, or individual comments about a specific block of text. These
tools can be very helpful in allowing all participants to read what others in the group think, and then
weigh in with their own positions, without modifying the text of the document.
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The collaboration suites all have basic calendaring tools so that groups can keep track of important
dates and milestones. Task managers can help a group assign responsibilities for research tasks, and
then keep track of their status. Different privileges for elements of the collaboration suite can be
assigned to members of the group. For example, some members of the group may be given only “read”
and “comment” access to the document; they can see and review documents and participate in the
bulletin board section of the site, but they cannot modify the documents.
The good news for researchers on a tight budget is that most of the collaboration suites can be used
with little or no cost. Many universities have licensed products like Google Docs and Microsoft
SharePoint 2010 or later (which is a locally hosted version of Office 365) for their community
members, so before spending any money on software or services, researchers should check with
department and campus IT departments.
Google Docs Free or $60 / year All research related functionality is available in the free
version, but the paid version comes with a service level
agreements (SLA’s)51 and increased storage capacity.
MS OneDrive Free or $80 / year Basic document editing online can be done for free. Extra
storage for additional fees.
Zoho Office Free or $60 / year Basic document editing and sharing can be done for free.
Other features can be added for small fees as needed.
Office 365 From $60 to $150 / This is Microsoft’s business version of OneDrive. It is
year basically SharePoint in the cloud, and comes with a service
level agreements (SLA’s).
51
“Internet service providers will commonly include service level agreements within the terms of their contracts with
customers to define the level(s) of service being sold in plain language terms. In this case the SLA will typically have a
technical definition in terms of mean time between failures (MTBF)” - Anon. 2012. “Service-level Agreement.” Wikipedia.
http://en.wikipedia.org/wiki/Service-level_agreement.
52
Anon. “About Dropbox.” Dropbox. https://www.dropbox.com/tour.
53
Anon. “About Google Drive.” Google Drive. https://drive.google.com/start.
54
Anon. “About iCloud.” Apple iCloud. http://www.apple.com/icloud/.
55
Anon. “About Box.net.” Box.net. http://box.com/personal/.
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type.56
Researchers typically use file synchronization software in the following manner: When Dropbox is
installed on a computer, a Dropbox folder is created. Any document placed in that folder is
synchronized between all computers using the same Dropbox account. Most commonly, a researcher
with a laptop and a desktop computer will use Dropbox to synchronize files between the two machines.
The researcher can also create sub-folders for projects, and then share specific folders with other
collaborators. If any file is updated in a Dropbox managed folder, those changes are immediately
synchronized to all computers sharing that file. If a computer is turned off when the file is updated,
then the file will the synchronized the next time it connects to the internet. Google Drive functions in a
very similar manner.
Illustration 15: Dropbox synchronizing files across multiple machines and platforms.
All the products mentioned above support basic version control, but some, like Box.net, do not include
it with their free service. The biggest benefit to using this kind of document collaboration tool over one
of the co-editing capable tools, is the minimal amount of training necessary to get a researcher up to
speed and productive.
56
Anon. 2009. Box - Business Collaboration Software. http://www.youtube.com/watch?v=IcjgqQTPFx4.
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6.1 A Second Monitor for Increased Productivity
Here is a quotation from a law professor at the University of Victoria, Faculty of Law,57 after she
reluctantly tried using a second monitor with her desktop computer: "Until you've tried working with
two displays hooked up to your computer, you cannot believe how much of a difference it can make to
your productivity when doing online research." For example, on one monitor one can have a word
processor to do composition, and on the other monitor, a web browser where the research is found and
referenced. As was mentioned, this same faculty member was resistant when she was first asked to try
a dual monitor setup, but now she would have difficulty going back to a single monitor given her
estimate of a 30% time savings by using two monitors (or one very large monitor).
Illustration 16: A tri-monitor setup with a laptop driving two additional monitors.
Her estimate is backed up by research conducted by Microsoft where they compared the productivity of
individuals using a single 15” monitor to using a customized three monitor setup.58 The research
showed a 9% productivity gain for users who work with multiple windows on their desktop and need to
switch back and forth between those windows on a regular basis, which is typical of many researchers.
Given that the subjects of the research were exposed to the three monitor desktop configuration for
only an hour, one suspects that additional productivity gains would be realized over time as they
modified their work habits to take advantage of the additional desktop work space. In comparing this
to other hardware and software changes Microsoft researchers have examined, this change to the
desktop environment (three monitors instead of one) provided by far the greatest productivity gain they
have measured. The cost of facilitating this 10% increase in productivity is currently between $150 and
$250 dollars.59 Laptop users can also take advantage of a dual monitor configuration by using their
57
Anon. “University of Victoria Faculty of Law Home Page.” UVic Faculty of Law. http://law.uvic.ca/.
58
Hutchings, Dugald Ralph, Greg Smith, Brian Meyers, Mary Czerwinski, and George Robertson. 2004. “Display Space
Usage and Window Management Operation Comparisons Between Single Monitor and Multiple Monitor Users.” In
Proceedings of the Working Conference on Advanced Visual Interfaces, 32–39. AVI ’04. New York, NY, USA: ACM.
doi:10.1145/989863.989867. http://doi.acm.org/10.1145/989863.989867.
59
This assumes the extra monitor will cost between $200 and $300 dollars, and that the computer the researcher is using
comes with a "dual head" video card. Dual head video cards typically come standard on most mid range desktop computers,
Page 22 of 35
laptop's built in monitor in conjunction with a second monitor. The difference that a second or third
monitor can make for a researcher who often has multiple web browser tabs open along with a word
processor, is measurable and significant.
Another option is to use a tablet device as a second monitor. With the Duet Display software running
on your laptop (PC or Mac) and your tablet (iOS), it is possible to connect the two devices together
over a USB cable.60 For most research tasks, this setup works quite well. The small tablet screen size
make this a good solution for researchers looking for a portable dual monitor setup. For a researcher’s
primary workstation it is recommended that a second monitor be purchased.
and are typically a $50 option on most enterprise desktop computers. Ask about this before you buy your next computer to
make sure that you can easily upgrade to the second monitor.
60
Anon. “About Duet Display.” Duet Display. http://www.duetdisplay.com/
61
Anon. “Apple MacBook Air.” MacBook Air. http://www.apple.com/macbookair/.
62
Anon. “Dell Inspiron 17R.”
http://www1.ca.dell.com/ca/en/corp/Laptops/inspiron-17r/pd.aspx?refid=inspiron-17r&s=corp.
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Additionally almost all laptops can power a second external monitor if the laptop is also the
researchers’ primary computer. This puts the power and flexibility of all the collaboration and research
tools already mentioned in the hands of the researcher no matter where she finds herself. An added
bonus for the environmentally conscious is that laptops typically consume about a quarter of the energy
of a comparably powerful desktop computer.
Illustration 17: The size difference between 11”, 13” and 17” laptop computers.63
Smart phones are another valuable tool for the modern researcher. Besides the obvious voice call
capability that has been the primary use for cell phones for years, newer devices like the iPhone and
Android phones allow researchers to participate in person to person video calls, as well as video
conferences using Skype and Google’s Hangout feature respectively.64
Much of the software already recommended for laptop and desktop computers is also available on most
smartphones: Evernote, OneNote, DropBox, Skype, Google. Additionally, using an app like JotNot Pro
can turn your smartphone into a photocopy like device, that can capture pages of text and put them into
a PDF file65. Lastly, the latest iPhone and Android phones feature built in dictation software so that
researchers can avoid the painful process of typing with their thumbs and simply dictate to their phone
and allow the phone to convert the voice to text. While not 100% accurate, this software can be
extremely useful when a researcher is not able to easily access a computer with a keyboard. Here is
video of Apple’s Siri software.66
63
King, Alex. 2010. 11“ Air, 13” Air, 17" Pro (size Footprint). http://www.flickr.com/photos/alexkingorg/5120598161/.
64
Anon. “Google Mobile.” Google Plus Mobile App. http://www.google.com/mobile/+/.
65
Anon. “About JotNot Pro.” JotNot Pro. http://itunes.apple.com/ca/app/jotnot-scanner-pro/id307868751?mt=8.
66
Apple Inc. 2011. Apple iPhone 4S Siri Video Tutorial 1st Look. http://www.youtube.com/watch?v=nZSkvwpBBok.
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Tablets and eBook readers are being used more and more as research tools. While not as flexible and
powerful as laptops, tablets are typically lighter, easier to carry, have a longer battery life and are better
reading devices. Their smaller form factor does make them a better device for reading books and
longer documents than laptops. Depending on an individual's personal preference, a back-lit screen,like
that of the iPad, may be suitable for reading long documents, but for some these screens cause eye
strain. If eye strain is an issue, tablets that use eInk67, like the Amazon Kindle Touch, are an option to
consider as they are not back-lit and are reportedly easier on many peoples’ eyes even after reading for
long periods of time. The trade off is that eInk devices are strictly for reading, while most back-lit
tablets support the same books, plus multimedia textbooks, web browsing, video, email and more.68
Another area where back-lit tablets can be helpful is in note taking. While their virtual keyboards take
some getting used to, and for many make note taking less efficient, an app like Notability70 allows the
researcher to record the audio of a class, and sync it with the text that was typed in. This enables the
researcher to skip to any point in the audio recording via pointing at any note. This is particularly
useful if the researcher is having trouble deciphering the notes, or if he only wants to take light notes
and refer primarily to the audio recording.
67
Wikipedia contributors. 2012. “E Ink.” Wikipedia, the Free Encyclopedia. Wikimedia Foundation, Inc.
http://en.wikipedia.org/w/index.php?title=E_Ink&oldid=485278546.
68
Falcone, John P. 2012. “Kindle Vs. Nook Vs. iPad: Which E-book Reader Should You Buy?” Cnet, March 13.
http://news.cnet.com/8301-17938_105-20009738-1/kindle-vs-nook-vs-ipad-which-e-book-reader-should-you-buy/.
69
Keith, Jeremy. Tablets. http://www.flickr.com/photos/adactio/6005668024/sizes/l/in/photostream/.
70
Anon. “Notability.” Notability. http://itunes.apple.com/ca/app/notability-take-notes-annotate/id360593530?mt=8.
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7.0 Backing Up Your Digital Life
The author’s dentist years ago told him, “don’t brush all your teeth, just the ones you want to keep.”
I’d say the same thing about your digital documents and photos. Don’t backup all your files, just the
ones you want to keep! For most researchers, this will be all their data files.
A couple of years ago a student visited the author’s office with a new laptop, and a sad story. She
related that there had been a fire in the basement suite where she was living, and her laptop, and the
external hard drive she had been using to back up her hard drive both were both destroyed in the fire. A
very sad story, especially since she had made a real effort to backup her data, but still lost it all. What
could she have done differently? Having an off site backup along with her external hard drive backup
would have made a decisive difference. An off site backup service nowadays means using an internet
based service like CrashPlan71, or Mozy.72 Another option would be to use services like DropBox (2gb
free)73, Google Drive (15gb free)74, iCloud (5gb free)75 or OneDrive (25gb free)76 to synchronize your
key “Documents” folder across computers, via an internet based cloud service (effectively backing up
your key documents off site).
Fire, theft and natural disasters are difficult to predict, however hard drive failure is predictable. On
71
Anon. “Crash Plan.” Crash Plan. http://www.crashplan.com/.
72
Anon. “Mozy Home.” Mozy Home Free. http://mozy.com/home/free/.
73
Anon. “About DropBox.” DropBox. https://www.dropbox.com/.
74
Anon. “About Google Drive.” Google Drive. https://drive.google.com/start.
75
Anon. “iCloud.” Apple iCloud. http://www.apple.com/icloud/.
76
Anon. “OneDrive.” Microsoft OneDrive. http://onedrive.live.com/.
77
Butterfield, Stewart. 2006. Obey Your Battery Recall Notices. http://www.flickr.com/photos/stewart/248442701/.
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average, if someone owns a computer for four years, they have an approximately 1 in 10 chance of
losing their data due to hard drive failure.78 Those odds alone should be sufficient encouragement for
anyone who is pointed in the direction of a potential solution, to do something about it. For all
important data, researchers should implement a 3-2-1 backup strategy.79
● Keep 3 copies of important files (one primary and two backups).
● Have files on 2 different media types (for example one on your hard drive and one in an internet
backup service).
● At least 1 copy should be stored off site (in case of disaster or theft).
This backup arrangement makes it very unlikely that someone would not be able to recover their files
in almost any scenario imaginable, including a fire, theft and natural disasters like Hurricane Catriona.
8.0 Conclusions
Vannevar Bush had some amazing insights into how to solve the problem of dealing with large
quantities of documents and large amounts of information accumulated over the course of a project or
the course of a career. The technology he used to try to solve the problem was not up to the task, but
the seeds were planted. We can now realize his vision in our digital, wired age; all that is needed is to
acquire the hardware and the software necessary to capture, organize and share information in ways
that even Vannevar would have had a hard time imagining. The productivity gains he foresaw are ripe
for the taking.
The two major benefits that come from effectively using digital capture, search and collaboration tools,
are an increase in the speed and quality of the research being performed. Less time is spent looking for
information that has already been identified or created, so that more time can be spent in analyzing and
associating disparate pieces of information. Modern electronic research tools, like Zotero & Evernote,
make the collection of research data, and collaboration between colleagues possible that in the past
would have been difficult, expensive, or impossible. They also save large amounts of time citing and
creating bibliographies. Free voice and group video conferencing services, like Google Hangouts and
Skype, can facilitate real time collaboration at a fraction of the cost in time and money of flying
members of a research team to a central location. Online collaboration tools like Google Docs and
Microsoft OneDrive can greatly facilitate group document creation and editing, in real time if needed.
Once researchers have the appropriate software to manage their data and help them collaborate, they
need to make sure that they also have the appropriate hardware and infrastructure to take full advantage
of the benefits the new software will give them. Access to an uncongested high speed internet
connection is a must for video and voice conferencing, as well as real time document editing. An
average desktop computer with two monitors (or one very large monitor), instead of the traditional
single monitor, will give researchers a 10% + boost in productivity. Mobile devices, including laptops,
tablets and smartphones can be of great value in allowing researchers to conduct their research &
collaborate with colleagues wherever and whenever they desire. With more and more research
78
Bryan, Chaffen. 2010. “French Retailer Data Offers SSD Failure Rates.” The Mac Observer.
http://www.macobserver.com/tmo/article/french_retailer_data_offers_ssd_failure_rates/.
79
Krogh, Peter. 2012. “Backup Overview.” Digital Photograpy Best Practices and Workflow.
http://www.dpbestflow.org/backup/backup-overview#321.
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materials being created and remaining digital, the backup of research data is becoming increasing
important. Fortunately, easy to use online backup services are making it simple to automatically backup
all a researcher’s data.
Whether they realize it or not, most researchers are struggling with the mountains of digital data that
they are generating and have accumulated during their studies and careers. If shown the tools available
to them to find, capture and collaborate, many, if not most, will be able to use these tools to increase
their productivity and effectively manage and collaborate with their data.
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Appendix A Table of Software & Hardware Discussed
● EverNote, http://evernote.com/
● Microsoft OneNote, http://office.microsoft.com/en-ca/onenote/
● Zotero, http://zotero.org
● EndNote, http://endnote.com/
● Mendeley, https://www.mendeley.com/
● JotNot Pro iPhone app, http://jotnot.com/
● CamScanner for Android, https://www.camscanner.com/
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● Dell Inspiron 17R, http://www.dell.com/ca/Inspiron_17R
Other Hardware:
● Fujitsu Snapscan s1500 dual sided scanner,
http://www.fujitsu.com/global/services/computing/peripheral/scanners/product/s1500/
● Apple iPad, http://www.apple.com/ipad/
● Amazon Kindle Touch, http://amazon.com/kindle/
● Apple iPhone, http://www.apple.com/iphone/
● Android Smart Phone, http://www.android.com/
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