Archives for category: tools

I’ve written before about personal information management: why it’s important for everyone—not a subset of ‘power users’—and how to evaluate information management systems.

In short, we simply deal with too much information every day to deal with it all. What’s more, we should only have to dig for a given piece of information once; a good information management system should facilitate easy retrieval the second time around.

“Everything buckets”, as one category of information managers are called, are seemingly everywhere. What’s astonishing is that even in 2010, almost none of these performs more than the most rudimentary information retrieval functions. In general, even with these “smart tools”, the onus remains on the user to a) do a thorough job classifying and organizing his or her information, and b) to know exactly what terms to search for when seeking said information. Except, that is, for DEVONthink.

On its face, DEVONthink is a versatile database that can store and retrieve just about any type of data available: PDFs, web clippings, emails, MS Office documents, bookmarks, multimedia, RSS feeds, etc. At this level, it’s similar to (though, to my knowledge, more robust than) a number of related products. The real value comes in the content analysis functions that are applied to everything you throw at it.

Demystifying DEVONthink’s AI

It’s the “artificial intelligence” features of DEVONthink that really set it apart from the crowd of personal information managers. (I put “artificial intelligence” in quotes because DEVONthink’s brain owes more intellectual debt to the work of information retrieval than machine learning.)

While other information managers hold to an archaic notion of binary relevance (either a thing matches your query terms or it doesn’t), DEVONthink incorporates much more nuance into its reckoning.

In fact, it can treat entire documents as search queries, a feature that seems useless until it almost magically reveals documents related to the one you’re looking at, or offers to automatically file it into the right folder. (This function—”automatic class management” in information retrieval-speak—is invaluable in the paperless office: should you choose, DEVONthink files all your bills away with a single keystroke.)

In short, DEVONthink takes an entire class of advanced tools otherwise restricted to researchers and search engines and unleashes it on your personal data set.

No wonder Steven Berlin Johnson raved about DEVONthink in 1995. No wonder he still uses it today.

Information Capture

As I mentioned, DEVONthink can handle any document type you can give it. If it’s a file, DEVONthink can store it. If the file is searchable with Spotlight, DEVONthink can perform smart analysis on it. Even non-traditional document types (RSS feed items and mail messages, for example) are fair game, and it’s scriptable for those fringe use cases the folks at DEVONtechnologies haven’t thought of (my NetNewsWire-to-DEVONthink script is one).

Information Retrieval

Perhaps the most unusual feature of DEVONthink, the “See Also” bar displays a rank-weighted list of documents related to the current one. By surfacing documents you may not have thought as relevant, this can facilitate serendipity in research.

As an anecdotal example, for this document on GM potatoes, DEVONthink returns a number of related articles I’ve saved—including one on Peruvian potato farmer, another document on how genetic modification is transforming agriculture in Europe, and one on a certain incident in which Pringles are ruled as potatoes.

SeeAlso.png

Another example: the previously pictured article on a fatherless baby shark is suggested as a candidate for my folder on Slaughter-house Five notes. No link was immediately apparent, so I glanced through those notes and found the following quote about the seven Earthling sexes:

There were five sexes on Tralfamadore, each of them performing a step necessary in the creation of a new individual. They looked identical to Billy—because their sex differences were all in the fourth dimension…

While this serendipitous insight may be of limited academic value, I can say with reasonable assurance that I wouldn’t have thought of the Tralfamadorians while investigating virgin births in the local shark population. But I’d be hard pressed to say it’s not relevant, so I’ll chalk it up as useful.

Search

Sometimes you need a precise match for your search query. DEVONthink can also accommodate those needs through advanced search operations:

  • Strict vs fuzzy search (fuzzy search returns near-misspellings, word variants, etc)
  • Regex-style wildcards
  • Boolean operators (e.g., a AND b; a XOR b; NOT b)
  • a NEAR b
  • a BEFORE b
  • etc

Conclusion

In 2010, I am amazed at two things: first, how useful DEVONthink’s smart features can be in real-life scenarios; and second, that no one has begun approaching DEVONthink’s usefulness even though it’s been on the market since 2002.

If you haven’t used DEVONthink before, take some time to try the free demo. In the worst case, you haven’t lost a thing (unlike Evernote, DEVONthink never holds your data hostage in proprietary databases). But in the (more likely) best case, you’ve gained a really, really smart research assistant.

Congratulations, DEVONthink. You deserve these accolades.


Disclosure: in celebration of its birthday, DEVONthink is offering some incentives to users who contribute to the discourse around its product offering. This served as a motivation for the timing of this post, not the content. I’ve actually been intending to write about DEVONthink since before I published my original thoughts on personal information management (in 2008), and more recently since I entered into a Master’s program in information science.

Last updated: 15 June 2010

I’ve added two more scripts to my OmniFocus repertoire: Today and Tomorrow.

As one might expect, Today sets the due date of selected item(s) to the current date, and Tomorrow sets the due date to the next date.

Why might you need this? A few days’ lapse are enough to make a deadline-sorted view worthless, especially when some of these deadlines are hard and others fall into the “optionally, I’d love to get this done today” category. My Defer script is one method to deal with these items: defer them by a day, a week, etc. But sometimes you just need to set these items to today. Or tomorrow.

As with Defer, these scripts work with any number of selected tasks. For each selected item:

  • If there’s no existing due date, sets due date to today (5pm by default, configurable in script)
  • If there’s an existing due date, sets due date to today at the original due time
  • If there’s an original start AND due date, advances the start date by same # of days as due date has to move (this is to respect parameters of repeating actions)
  • Ignores start date if there’s no due date already assigned to a task

Putting it all together

I’ve set my keyboard shortcuts for Defer, Snooze, Today, Tomorrow, and This Weekend to ctrl-d, ctrl-z, ctrl-t, ctrl-y, and ctrl-w, respectively (using FastScripts), so shuffling tasks couldn’t be easier. Use cases:

Catching up after holiday: Select all overdue tasks, hit ctrl-t to bring them current. Then snooze or defer the ones you won’t get to today.

Planning today’s tasks: Select your tasks and ctrl-t them into the day’s queue. Planning tomorrow? Use ctrl-y instead.

Download them here


Thanks to Seth Landsman for his role in inspiring my Today script. His version is very similar but doesn’t quite match the defer logic I need.

Usage note: some items inherit due dates from their parent task or project, but don’t actually have due dates themselves. This script ignores those items.

Last Updated: 2010-06-15

Here’s an AppleScript that “snoozes” selected OmniFocus items by setting their start date to a future* value. These items will then be unavailable (and out of sight in views showing “available” items) until the snoozed start date.

Usage:

  1. Run the script with one or more items selected in OmniFocus

  2. Choose how long you would like to snooze the items (in # of days)

The script will then set the start date of selected items to the current date + the number of days selected in step 2. For example, snoozing with the default value of 1 day will set the tasks to begin at 12:00 AM tomorrow.

Finally, if you have Growl installed, the script will display a Growl confirmation.

I highly recommend initiating the script from a third-party launcher such as FastScripts or Quicksilver. This will prevent delays within the OmniFocus application due to Growl bugs.)

Download it here.


* This doesn’t have to be a future value. Choosing 0 as the snooze value will set the start date to midnight today; choosing -1 will set the start date to midnight yesterday.

Updated 6/15/10: minor edit to improve efficiency

The updated Defer script for OmniFocus is ready. Changes include:

  • Bug fixes to make the script more reliable, particularly when deferring multiple items.

    • For most of these I’m indebted to Curt Clifton, who made the most critical bug fixes on the OmniFocus forum. (If you use OmniFocus, his scripts and tools are invaluable; be sure visit his site.)
  • The default action now defers both start and due dates.

  • Notifications code has been rewritten to make the script friendly for machines without Growl installed.

    • While testing, I discovered that GrowlHelperApp crashes on nearly 10% of notification calls. To work around this, the script now checks to see if GrowlHelperApp is running; if not, the script launches it. If Growl is not installed or can’t launch, the script displays a generic notification of the defer results.

If you experience delays with the script, it’s almost certainly an issue with Growl, not OmniFocus. This is much less of an issue if you launch the script via a third-party utility like FastScripts, because any Growl-related delays will be absorbed by the script launcher, not OmniFocus. If you primarily invoke the Defer script from your OmniFocus toolbar, you can always disable alerts to speed things up. To do this, simply open the script in Script Editor and change property showAlert to false.

Download it here.

Let’s talk about the elephant in the room.

I am, of course, referring to Evernote, a tool that’s designed to remember everything you throw at it – then provide access to your information from virtually anywhere.

If you’re unfamiliar with the tool, this video will give you a quick picture of what it does:

Despite the obvious awesomeness of its sync/access capabilities, earlier iterations of Evernote failed my acquired-information management criteria on numerous counts:

  • It couldn’t accept basic documents like PDFs (flexibility fail)
  • It wasn’t scriptable (extensibility fail)
  • You couldn’t import/export data en mass (openness fail)

But the Evernote team have been hard at work, and with the recent addition of scriptability and an API, it’s worth a serious second look.

Accessibility: 9/10

Accessibility is undoubtedly where Evernote shines: you can access your data on the web client, your Mac or PC, or your iPhone or Windows Mobile device – and it all stays synchronized. Ergo, you still have your data when the network goes down. (The mobile Evernote clients act more as search/input portals into your Evernote data, though the latest iPhone version now stores your “favorites” locally so you can access critical notes offline. Also, if you prefer to keep some data private, you can selectively opt out of synchronization.)

Besides being Evernote’s killer feature, accessibility is also the cornerstone of the product’s business model: Evernote itself is free, but if you need more than 40MB/month you’ll need to upgrade to the premium version ($5/month or $45/year). The most exciting Evernote use cases will probably be mashups that use its API, which means increased bandwidth needs – and, therefore, subscriptions. (N.B.: Evernote’s API documentation describes the bandwidth elements as the “accounting structure”.)

Flexiblity: 4/10

Evernote accepts text/RTF files, images, web clippings, PDFs, and audio notes. To get files in, you can drag-and drop files onto the desktop client, email them to a special Evernote email address, or use the bookmarklet to clip content directly from any web browser. Handily, if you have part of a web page selected, the bookmarklet just saves the selection. Read: Evernote is most in its element when used for web clippings.

In addition, images can be snapped from your webcam or iPhone camera. More on this later.

Unfortunately, Evernote can’t handle many common document types, including Word documents (though RTF documents work passably). Most other filetypes (mind maps, outliner documents, etc) are out of the picture as well.

In the Mac client, the built-in content editor is little more than a glorified text editor. Text formatting is limited to font/size, bold/italic/underline, and alignment, though you can also attach images. (Not to mention the insulting font selection, which includes Arial but not Helvetica – shame!) The Windows client also provides some drawing tools (useful with a tablet PC), a broader font selection, and outlining functions. Update 11/10/08: Version 1.1.6 for Mac introduces orderd/unordered lists and tables.

Scalability: 6/10 (est.)

I haven’t thrown a tremendous amount of data at Evernote yet, so it’s unclear how performance is affected by a large data set. (I was hoping to put it to the test via the Delicious bookmark import, but Evernote just imported the bookmarks as links, rather than scraping the bookmarks’ targets.)

From a user interface perspective, scalability may be a problem. Items are accessed by browsing (by tags and metadata) as well as search. Aside from the ability to use multiple “notebooks”, there is no standard hierarchical organization. Users with a large number of tags or documents might become frustrated by this.

Searchability: 8/10

Basic search functions are solid, though generally unremarkable (no regular expressions, no advanced operators). You can combine search terms with tag filters.

In addition, Evernote has a couple search tricks up its sleeve:

  • Images pass through Evernote’s OCR engine when synchronized, turning image text into searchable data. This even works, to a large extent, on handwriting – slick!

  • Evernote metadata includes standard text tags as well as optional location data, so you should be able to search by location as well as content

Extensibility 7/10

The Mac client now includes a basic AppleScript dictionary, which allows for integration with other apps. No content-level scripting, but the most important feature – note creation – is available.

One example of extensibility in action: Justin adapted my NetNewsWire » DEVONthink batch archiving script to work with Evernote, including tagging and notebook selection. Check it out here.

In addition, the Evernote API provides full access to Evernote data. I’m not aware of any Evernote-based applications yet, though Pelotonics is planning some level of integration. If useful integration emerges, this is will be a big win for users.

Openness 4/10

Disappointingly, despite claiming export options as a feature, Evernote maintains a tight grip on your data. Need to send a file to your colleague? Forget drag-and-drop: you’ll need to go through Evernote’s export or email functions.

On the Mac side, the only export option produces a proprietary Evernote-formatted XML file with document contents embedded. The Windows client can also export in HTML, web archive, and text formats.

When emailing files, Evernote wraps most notes in an ad-encrusted PDF document before sending. (Yes, it’s as bad as it sounds. Look for the “Plain text note” here. That PDF is what you get when you try to email a text file.) Mercifully, you can email PDFs in their original form – though whether this is by design or oversight is unclear. What is clear is that Evernote doesn’t make it easy for you to use your data as you wish.*

A third option is to share your documents in a public notebook (like this one). This of course not the same as export, but it does provide a refreshing level of social openness uncommon in tools of this nature.

Final thoughts

Evernote deftly handles web clippings and snapshots, and ubiquitous access makes it a viable tool for web research and data management.

Perhaps paradoxically, Evernote’s impressive accessibility also limits how I use it. Synchronizing data through Evernote’s server means I won’t use it for sensitive data. So although it’s hard to imagine a situation in which I won’t have access to my iPhone, Mac, or a web browser, it’s also hard to imagine a situation in which said access is truly critical. So I typically use Evernote for less important (but nonetheless useful) tasks:

  • Clipping captioned images and business cards for OCR
  • Jotting beer-tasting notes
  • Snapping photos of the same
  • Misc. data capture when I’m away from my computer

Bottom line: despite its limitations, Evernote is a great tool. At the free price point, you’re unlikely to find a more robust tool… so give the elephant a whirl.


*Comparisons could be drawn to DRM-laden music purchased from iTunes: it’s quite likely that you’ll never want to use it outside the iTunes/iPod ecosystem. But if (or when) that day comes, you won’t want to deal with their restrictions on your data. Same principle.

Update: 1Password bookmarklets are back, so please disregard this post.

The 1Password iPhone application is now available for download from iTunes (link here). The benefits of the iPhone app are clear: true data synchronization; intuitive interface with multiple levels of security; robust enough to handle thousands of passwords.

But there’s a catch: the updated 1Password desktop app will no longer export to the login bookmarklet. iPhone users: the 1Password app doesn’t integrate with Mobile Safari, so using the iPhone app will box you into its integrated browser. Firefox users: you’ll need to use the less convenient web page export.

Fortunately, Agile Web Solutions makes old versions available for download, so you can always revert to version 2.7.2, the latest version to support bookmarklets. At present, you can switch back and forth between versions (though I can’t say this won’t cause issues) to get the best of both worlds.

Success in the information age hinges on managing the explosion of available information in meaningful ways. To even approach this goal requires a successful information management strategy, which revolves around the questions

  • “How do I find relevant information?”

and its corollary:

  • “How do I manage the information I’ve found?”

On a personal note, these are two of the questions that drive my own technological explorations. Brainstorming and note-taking methods and tools provide another side to the issue. This post is intended to provide some background and framework for said exploration.

How do I find relevant information?

Online information is typically located through complementary methods of search and discovery.

Traditional search technologies will long remain the first resort for information-seekers. Desktop search clients are also available for advanced data mining and research. Yet the rising semantic web is the true future of the Internet, and will enable users to interact with information in more meaningful and relevant ways.

Relationship-based information discovery is rapidly adding an important layer over traditional search tools. Social microsharing platforms (e.g., Twitter) and more robust social platforms (e.g., Twine, in private beta) allow individuals to build a liminal space of like-minded individuals with similar interests.

Two points are worth iterating here:

  1. Social networks are becoming a search sphere in their own right. For me, the Twitter ecosystem has become my trusted first source of user opinions; for many types of information, I search on Twitter before going to Google or DEVONagent.

  2. More and more information is shared and recommended through these relationship-based services. In other words, social networking platforms allow information to be discovered rather than explicitly sought.

Search once, not twice

The key to a useful information management strategy is this: You should only have to find a piece of information once.

Search tools should not be relied upon to find specific pieces of previously located information. If it takes more than fifteen seconds to locate online, it should be in your personal information system, not left to The Google.

If you spend a lot of time looking for information you’ve already encountered, your system is broken and you’re wasting your time. Or your employer’s time. Either way, that time should be spent turning information into knowledge, or putting it to use.

So: what to do with all this acquired information?

Tools of the trade

To be effective, an electronic document management system (EDM) should be:

  • Accessible — it’s available when and where you need it (for both archive and retrieval)

  • Flexible — able to accept input from any variety of sources

  • Scalable — can accept many thousands of documents without becoming unwieldy

  • Searchable — the system is worthless if you can’t find what you’re looking for

  • Extensible — it can be extended through scripting or other means

  • Open — It doesn’t hold your information hostage when you need to change systems

The most rudimentary means of storing information – file systems – fail where it matters most. Because file systems are not designed for this type of data management, they are not truly accessible (saving an excerpt from a website, for instance, is a many-step operation), or quickly searchable (your data are hidden amongst tens of thousands of irrelevant system and program files). In addition, file systems don’t provide end-to-end data functions, so viewing the contents of most file types requires launching another application. Add-on tools like Google Desktop mitigate some of these issues, but they’re no match for a real EDM system.

True EDMs are specifically designed for the task archiving and retrieving information. They can store images, text clippings, and documents of all types; add content indexing to the mix (allowing users to search by any word contained in their files); and are streamlined to allow quick archiving of information. EDMs can be implemented as software-based solutions (see Yojimbo, EagleFiler, and the like), as well as online (see Google Notebook, for instance).

Second-generation information managers like DEVONthink and Twine take content management a step further, adding semantic intelligence and useful content analysis to the user’s database. DEVONthink, a tool that I’ve used for years, analyzes the contents of its articles to identify non-obvious semantic relationships and assist with automatic filing. Twine performs similar functionality in the context of a social network, in theory promising to integrate the most relevant search, discovery, and EDM tools.

Live in the cloud…

As computer usage becomes increasingly network-centric and social, individuals are becoming more and more willing to trade privacy for the convenience and utility of web-based services.

Put another way, we are becoming more willing to keep our information in “the cloud”. (I like the cloud metaphor because, for me, it conjures images of Benjamin Franklin flying his kite in the electric storm. There is energy and power and excitement in the cloud. There’s also risk.)

This trend will spell dramatic shifts in EDM solutions to come. Soon all our data will be accessible from any web-enabled smartphone or computer, anywhere in the world. (And with customs agents able to search the contents of any electronic device with impunity, business travelers may soon be required to keep sensitive data online, not on their machines.)

But online services are not a silver bullet—yet. As a general rule, the current generation of Web 2.0 apps:

  • Make it difficult to work offline (technologies like Google Gears may soon obviate this concern)

  • Don’t take full advantage of OS-level services, keyboard shortcuts, etc

  • Are not easily automated or scriptable

  • Make it difficult to back up files (FUSE applications may change this in the near future)

  • Put users at the mercy of others for data integrity (Granted, it’s vastly more likely that you’ll lose data from your own hard drive crashing – rather than Google’s servers going kaputt – but either scenario is a possibility. Pick your poison)

…with your feet on the ground

Until these concerns can be fully mitigated, the most promising path forward lies in hybrid desktop/web platforms that allow users to maintain local and online control of information.

These may be end-to-end solutions (for example, the NewsGator family of products includes web- and software-based newsreaders that are fully synchronized) or more specific sync services (Plaxo, for instance, synchronizes desktop calendar and address book clients with online equivalents). When implemented correctly, these tools can be phenomenally useful.

I’ve been waiting for this same innovation to make its way to the world of EDM apps, and there are some promising options emerging. A limited example is DEVONthink Pro Office, which has a built-in web server that provides remote access to your database. (First impression: it’s slick, but you’re out of luck if you’re stuck behind a firewall or the database isn’t running.) Evernote is a new EDM tool with full desktop-to-web synchronization tools, as well as limited online editing.

The beginning

Ultimately, any EDM solution is only a tool — but it may be the most important tool in the arsenal of knowledge workers. It is therefore of critical importance that we take our EDM strategies seriously.

You may not yet have an EDM strategy. But creating one may be the most important step you can take in your development as a knowledge worker.

Take a moment to think about how you manage what you know. Start exploring technologies, asking how they can improve your knowledge set.

It may take months to work out a reasonable system of your own… but it’s a beginning, and one well worth making.

It’s the best of all possible worlds! Now you can brainstorm in XMind and import directly into OmniFocus via Udo Gaetke’s clever AppleScript. The script creates a project from your map’s root node and actions (or subactions) from the other nodes.

Thus, this:

XMind plan

Becomes this:

OmniFocus Plan
Via Skitch

Get the script here (forums.omnigroup.com)

Notes:

  • Although XMind isn’t scriptable, the XML file format is open; his script digs into the XML structure to pull relevant data

  • The script contains a property called import_folder. You’ll need to create a folder in OmniFocus with this name before running

  • The script contains a “rm -f” operation. This deletes a temporary XML file created by the script. You may want to peruse the script yourself before running

Tracking job opportunities can be tedious, particularly when companies use static pages to list their vacancies. The following methods can increase the efficiency and effectiveness of your online search.

Tracking jobs with RSS feeds

The best option for tracking jobs, of course, is through the company’s own RSS feeds. Many companies provide said feeds, and in this case it’s simple: visit the site, subscribe with your newsreader, and wait for new opportunities to roll in.

Nice – but what about the (vast majority) of companies that don’t provide feeds?

Tracking jobs with OmniWeb

With its ability to periodically check your bookmarked sites for changes, OmniWeb (Mac only) can be an invaluable tool in the job hunt. Simply set your bookmarks and let it do the legwork for you.

Workflow:

  • Find an organization of interest

  • Bookmark the organization’s HR page, setting OmniWeb to check for changes daily

  • Monitor your Dock for OmniWeb bookmark updates

This is, incidentally, the method by which I found my first job in D.C. It works with the majority of companies I’ve looked at.

Creating custom job feeds

A third option is to create your own RSS feed for a company or organization. Feedity and Dapper allow you to create custom feeds from web pages. Dapper is a more powerful service, but Feedity is simpler to set up and doesn’t require an account, so I’ll use Feedity in this example.

Suppose you’re looking for a job with the Omni Group. (In reality, they already provide a job feed; we’ll just pretend they don’t for the sake of example.)

  • Find the HR page and copy the URL.


  • Go to Feedity.com and paste the URL in the main field. (If you have the Feedity bookmarklet installed, a single click from the HR page will do this for you.) Select a category for the feed and choose “Preview”:



    Feedity will show you the links it has extracted; this represents the content that will show up in its RSS feed. If you’re not satisfied with the results, select “Try refining…” to hone in on the results you want to appear in your subscription.


  • When you’re ready, you can subscribe by clicking on the RSS icon, or select from their other subscription options:

Limitations

Some job sites are more interested in tracking you than letting you track them. This can be a problem if each visit results in unique page URLs being generated for the job pages. In this case, Feedity will think each job is new every time it crawls the site — so you’ll get duplicates.

In cases like this, try using OmniWeb, or see if you can get results out of Monster, LinkedIn, etc.

5/26/10 update: I haven’t tried this in a couple years, so consider these directions outdated. If you have any luck, feel free to leave a comment.

Important: As of 8/6/08, version 2.7.2 works interchangeably with the current versions, but this may change without notice.

Updated 7/28/08 to address truncation issues with Safari

1Password, the acclaimed password manager for Mac, recently introduced an iPhone export function that provides on-the-go access to sensitive data. This is accomplished by creating an encrypted bookmarklet in Safari, which is in turn synchronized to your iPhone. Excellent.

Firefox recognizes this bookmarklet as well — meaning that Windows-by-day users no longer have to suffer without their critical logins. (Note that this trick does not work with Internet Explorer.)

To accomplish this:

  1. In 1Password, click on the “Sync to iPhone” icon in the toolbar and choose an access code for encryption. (This will create the bookmarklet in Safari.)

    Setup Sync
  2. Switch to your Safari bookmarks, where you will find two new categories, each with a bookmarklet. The 1Password bookmarklet enables a browsable list of all your 1Password data; the 1Password Logins bookmarklet provides a one-click login to the current page.

    Bookmarklets in Safari

    The data in the Address column is what you need to copy to your PC; however, Safari only lets you copy the first 32,000 characters of a bookmark’s address field, so copying from here is likely to fail. To work around this, drag the bookmark to Firefox on your Mac (either directly or via the Finder) to copy the data there. Then, in Firefox, select the bookmarklet properties. This is what you’ll see:

    Bookmarklets in Safari

    Hit Tab once to select the Location field. Copy the text into a plain-text file, and email it to yourself.

  3. Get it onto your Windows machine. (Easiest method: email it to yourself using the aforementioned plain text file.)

  4. Finally, create your bookmarklet in Firefox. To do this, first bookmark any page to your Firefox bookmarks bar. Then, right-click on the bookmark and choose “Properties”. Rename it as desired (”1P” suffices for my needs), and replace the Location field with the long string you emailed to yourself. For the 1Password bookmarklet, you’ll want to select “Load this bookmark in the sidebar”. For the 1Password Logins bookmarklet, leave it deselected.

    Create Bookmarklet

Firefox now has a secure, functional bookmarklet with your passwords and other data available.

1Password Logins bookmarklet in action: 1Password Logins bookmarklet

1Password bookmarklet in action:

Secure Entry Interface

(Use of the search function is recommended here as the tool sorts web forms by name)

1Password also provides a full-fledged html export, which you can keep on a thumb drive or upload to a server. (I wouldn’t recommend uploading the file — out of 6 billion people in the world, surely someone is bound to find the file and start playing.)

Bonus: For even easier synchronization, install Foxmarks to synchronize your Firefox bookmarks between your Mac and PC. Now you can copy straight from Safari to Firefox on your Mac and let Foxmarks do the synching. Update: Foxmarks didn’t work with the 1Password bookmarklets the last time I tried it; your mileage may vary.

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