Bookmarks Workflow

Hi all,
I have occasionally added bookmarks to DT via the sorter application that I have them stored and can find them back. I am wondering if anybody has a complete workflow? How are you dealing with bookmarks? Auto-Tag them? Sort them? Does it make sense to have a dedicated database only for them? What are your thoughts?
Thank you very much in advance and all the best,

The more pertinent question is: How do you deal with them? It sounds like you’re clipping bookmarks but don’t know why. Can you explain why you’re clipping them?

Hi Bluefrog, thank you for asking and I agree - that’s indeed a good question. :smiley:

From time to time I am clipping bookmarks via the sorter when I think the content is

  • valuable or informative
  • I would like to read something later
  • I would like to archive something
  • I have found a (potential) solution for a (potential) problem

And unfortunately you are right - I’ll clip them to come back later but then most of the time I’ll miss that step. So I do not have them tagged or any page information or content downloaded or added. Can DT download the content or “a summary” and attach it to the link? In that case I could use the search function to find something back. I would also love to tag them automatically, maybe with the tag “bookmark”, the year and/or similar things.

Do you use DT for booksmarks? What is your workflow?

Depending on the browser, with Safari being the most useful, if you have text selected on the web page, it should be captured as a comment on the bookmark.

I usually clip to a format, usually webarchive or PDF. I clip to bookmarks only when it’s a page with data that will change over time, e.g., our forums.

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Thank you very much. Is there a way to automate things AFTER I have added a bookmark? For example when I cannot use Safari. Is there a script (or can be created) that downloads a summary for all added bookmarks and saves that? And maybe adds tags as well?

@BLUEFROG Jim, do you intermix webarchive and pdf clipping without a specific purpose for each format? Or is there a reason you might choose one format over the other? Also — which would you advocate for storing data (ex: any news text, a blog post…)

I’ll jump in here as I save too many web pages. There is no “best” way, IMHO. I chose what works for me. There are so many different technologies on all the web sites (straight HTML, Javascript, this security, that security) that not every DEVONthink “clipper” way works all the time for all sites. I have a sort of triage way, checking “did it work” at each stage.

: I prefer Markdown as easiest to read and smallest to store.
: My focus is on the text but sometimes the included graphics (usually technical graphs and tables) are needed. If the page has images (graphs, for example), I might save as Markdown, then inside DEVONthink convert to PDF so that the graphs are all embedded in the single file. Markdown doesn’t integrate text and graphics in a single file easily if at all. Not designed to do so.
: If Markdown doesn’t work (and sometimes it does not), I’ll use DEVONthink to clip as PDF.
: If I get a PDF and if it’s huge (technical term), I’ll use PDFPen to “create optimised PDF”. My settings I currently use are in the screen shot below.
: If security or something on the web server prevents all of the above, I’ll cmd-P in the browser to get the Print dialog box. I’ll either save direct to DEVONthink, or will send to PDFPen for optimising.
: If even cmd-P does not work, I will as a last resort try a web archive, and then inside DEVONthink try to make it markdown or PDF. Usually that does not work.
: not all web sites really want users to save printed copies and they put a lot of technology in the way to stop it. Life, I guess.
: if all above fails, I give up. Probably not important anyway. Might save the bookmark to ease future reference.

All the above “triage” steps are to get something. Anything. Then, when it’s “gotten”, I prefer in future reading the markdown as I said above. But then you may think differently and want PDF so that the web page is sort of the same, or the webarchive to be exactly the same, but then if webarchive it may change. All down to what you want.

  • For content I want captured in a constant state, I use PDF.
  • For more transient content, quick captures that I know may disappear, I use webarchives.
  • However, if a web page is very long, I will clip to webarchive as overly long PDFs don’t display optimally, especially in DEVONthink To Go.

That being said, I make my own notes – usually in Markdown – so even transient data is usually not lost forever.

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