PhD workflow setup - help!

@sanadsaad. Here is my workflow:

  1. All pdfs are captured, renamed, and organized in Paperpile. Paperpile is a powerful reference manager, simple to use, and can be used in both desktop and iPad.
  2. All pdfs are stored in Google Drive (this is how Paperpile works). You can also index them in DT to have the best of the two worlds.
  3. I read, add comments and highlighted the pdfs using Paperpile on iPad. Everything you do will be synced, and you will have all your work available on many platforms, including DT.
  4. Then, I export all comments and highlights to a markdown document (yes, you can do that in Paperpile) and index the markdown document in DT.
  5. I process the markdown document by writing permanent notes using the Zettelkasten approach (there is a book on how to do that in DT, including how to make links, etc.). When the markdown document is processed, I delete it.
  6. I use markdown for my permanent notes, keep them in a Dropbox file, and index them in DT. You can always import them to DT if you want.
  7. When writing a paper, I search all the relevant notes in DT, export them to Scrivener, create an outline, and then write the article.
  8. When I fell the first draft is good enough, I export it to MS Word (because journals ask an MS document), add the references using the Paperpile plugin, and complete my task.

Some additional thoughts:

  1. You do not need Scrivener to write your paper. You can do everything in DT.
  2. You can use Bookends instead of Paperpile, but after testing both apps a lot, I found Paperpile easier to learn, maintain, etc. Besides, reading pdfs on the iPad with the Paperpile app is an excellent experience.
  3. By following this workflow, you will increase your productivity. Do not waste too much time overthinking how to organize your permanent notes. Just set a time everyday to process your pdfs, write your permanent notes, and link your notes in meaningful networks. You will build a knowledge system that will help with your dissertation.
  4. DT has everything you need to be successful. Good luck!
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