DEVONthink Pro Office

Learning to use database software has been a slow process, but I've come to really love the tools and the interface for DEVONthink Pro Office. I chose this database over File Maker Pro after reading several reviews for each option. I think I would have done fine with either, but DEVONthink had the advantage of being used by fellow historians, and I liked knowing that I could turn to them when I had questions. 

Researchers and project managers love DEVONthink Pro Office because of its flexibility--there are many, many, many different ways to use it. The problem with this flexibility is the same as flexibility in yoga--you have to learn to work with it or you will probably get hurt. Luckily, with a database, you only risk confusion. 

To be extra sure that this was the software I wanted to commit to, I downloaded the application for a free, 30-day trial period. Immediately I found the process for importing files to be quite intuitive, but unsure of what to do next I began watching the tutorials posted on the DEVONthink website. These showed me the basic functions I would need to get my database organized, and I skipped over the more business-y applications. What I wanted to know was how I could create visual shortcuts and link information across documents and groups. 

My three favorite things about my database are the ability 1) to create nesting groups, 2) to tag documents and search by tag, and 3) to link documents together. On the recommendation of my friend Jackie, I decided to create a group for every archive I use. Since that's how I organize the collections mentally it made sense to emulate this in the database, but I could see the advantages of making collections or research trip dates be the "top" layer. Within each archival group, I nested a group for individual collections, and within those collection I nested folders for every box. This top-down organization prevents me from feeling overwhelmed by all of the documents I have to read through and work with. With 382 PDFs in one of my collections alone, it's better for my mental health to scale down and only see 2 or 12 or 26 at a time.

Tags allow me to reorganize documents by topic, actor, or event. A lot of my materials relate to the urban crisis, so anytime I come across a record that discusses responses to riots or racial tension I will tag the document with "urban crisis." I also tag every single document with the year it was written or published, so I can search for everything written in, say, 1968.  

As you can see in the screenshot above, I also love the ability to create linked annotations for every PDF. This keeps my notes together with my documents, and means I don't have to dig through an 80-page .doc file of archival notes every time I need to remember if the "Rabbinical Assembly Resolutions Regarding JCCs" were interesting or important. It's amazing how quickly you forget information... I often have to look back at notes I wrote the day before because I can no longer recall what I read. In writing a dissertation you take in such a large volume of information that inevitably you end up mentally dumping most of it. That's why your notes have to be excellent!

Finally, I really like that I can put little labels--colored dots, in this case--after the name of each document. If I see a green dot, it means I'm done taking notes on that one! Red is a bummer, though. It means go back and re-do. Luckily I have more greens than reds right now. 

Overall, I highly recommend DEVONthink Pro Office. I continue to find new ways to use the application in order to make my workflow more efficient. It's not the most intuitive software I have ever used, but it's not the least either. Mostly, I just cannot imagine tackling a project of this size without the organizing and searching capabilities of specialized database software, and I'm regularly impressed with how adept DEVONthink is at leading me to exactly that thing I'm looking for.

I do not make (data)baseless claims...

In the midst of writing my dissertation prospectus, I sat down for lunch with my friend and historian colleague Jackie. Jackie is three years ahead of me in graduate school and by that point was several chapters into her dissertation. After chatting about the state of our respective work, I asked for an experienced researcher's advice. "What," I asked Jackie, "do you wish you had known at the outset?"

With hardly any hesitation, she replied, "start a document database early!" I must admit that I didn't really know what that meant. I was familiar with bibliographic databases like EndNote, RefWorks, and Zotero, which allow you to store the citation information for every work that you reference in a project (so you can easily generate a Works Cited page at the end). I had already started a Zotero bibliography database for the secondary studies I planned to use in my dissertation. What else did I need?

Like any good academic, Jackie proceeded to school me on the value of database software for a large-scale research project like a dissertation. By the middle of a project, she warned, the sheer volume of documents that a historian collects can become unmanageable if there is no system for organizing and manipulating the files. I asked, "can't you just keep very organized folders on your hard drive?" Jackie was emphatic that creating a database not only maintained order--it also offered a multitude of other advantages and efficiencies. 

Six months into the dissertation, I can now say that she was totally right

As this screenshot of my database clearly shows, I have hundreds of documents from a wide variety of archives and collections. I'm able to sort them neatly by subseries or by box or by folder so that I always know where they came from. More valuable, however, is that my database allows me to create links between individual files (including different kinds of files, like between PDF documents and text files containing notes). This can be accomplished in a variety of ways depending on the database, but creating tags, hyperlinks, or specialized "folders" or "notebooks" are common methods. 

The greatest advantage of the database, to me, is portability. By digitizing the documents and storing them all in one application, I can take my laptop with me and work on my project from anywhere. I do not need to constantly bounce between "My Documents," Microsoft Word, and an image viewer, which can become a slow and annoying process. When I really need to get work done, I shut down all of the other (distracting) programs on my computer. I can focus solely on reading through my documents, taking note of the authorship, the topic, the relevant issues, and relating each document back to the bigger story I'm trying to tell.

Tomorrow I will offer a more detailed review of DEVONthink Pro Office, the database software I use, and explain how and why I chose it. For those who are interested, two other options that I know my colleagues frequently use are Evernote (which is free!) and File Maker Pro.

 

Step 2

After what feels like creating a million new PDFs, it's important to double check your notes from each collection you viewed in the archive. Make sure you have a file or photocopy for each document that you recorded photographing or copying in your notes. It's better to realize that something is missing right after your research trip, because with fresh memory you might recall if your notes are in error. If this does not seem to be the case, I recommend checking the documents before and after the missing one--sometimes photos seem to be part of the same set rather than two separate items and so you accidentally stick them together in one PDF. 

Re-reading archival notes right after a research trip is akin to having to edit a paper immediately after writing it. It's utter torture and requires superhuman willpower to slowly move your eyes from line to line. It is, however, the best way to get an A (at least for effort).