Hi, I’ve been digging around the forums but am still trying to work out what best to do - and some of the responses are quite old now so I’m not sure what’s up to date advice.
My situation: I’m studying again (mature student, part time). Right now I don’t really need to make use of a reference manager / bibliography, but may well need to in the future. I have fully licensed DTP, but am really only using it as a repository of PDFs, do the occasional search (more of that in the future, I suspect) and to OCR scanned documents (ca 5% of my documents). I have a few hundred (possibly 800?) PDFs, some that are core reading and some that I’ve collected as further reference.
I’m a very heavy iPad user (80% of my study time) and want to annotate PDFs using hand written annotations rather than text based highlighting. I currently don’t have much of a need for exporting annotations - I’m actually trying to replicate a pen on paper approach so am using split screen on iPad to annotate PDF on one side and jot bullet notes of what I’m reading in a notebook with the Apple pencil on the other side. Occasionally, though, I’ll select text in the PDF and drag and drop it into my notebook - hence why the OCR recognition is useful.
However, the annotation in DTTG isn’t so great - no dark mode (I do quite a bit of reading in bed and don’t want to disturb my husband!) and no bookmarking. Bookends annotation looks similar but has more functionality. So as far as I can see, if I want to continue to use DTP, is:
1- keep all PDFs in Bookends for a) future proofing of referencing and b) better annotation, and index into DTP. BUT I can’t get Bookends syncing to work smoothly across my two iPads and the MacBook, not helped by only having a trial Bookends licence which means I don’t have mac cloud sync (and I don’t currently have £60 to spend on a software set up I’m not fully sure I’ll adopt)
2- keep all documents in dropbox / iCloud and index into DTP. This has the advantage of being able to use, say, PDF Expert to annotate but I’m concerned about the fact DTP loses the connection to the index filed if you rename in finder.
3- (wildcard)- keep all documents in the margin note folder, as this app does both annotation and OCR. But I don’t take to the app very much, I find it more distracting than a simple annotation tool.
I’m also a bit concerned about all the scripts people use to get things working between DTP and BE. I’m not at all used to scripts or how to run them.
So, to summarise, my requirements are:
- Be able to ‘park’ documents in folders (either in DTP, or in Finder) and annotate them from there rather than to import them into apps (as you have to do with liquidtext / margin note)
- Be able to use a better annotation tool than DTTG, such as Bookends or PDF expert.
- Be able to use OCR functionality to recognise PDFs on the relatively small amount of docs that are scanned.
- Not have to worry too much about mucking up the set up if I rename a document in finder.
Any thoughts please?