NoteBook 3.0

User Guide

2 Table of Contents

NoteBook 3.0

Table of ContentsQuick Star1. t

Overview 6Getting Started 6Pages in a Notebook 9Clipping into a Notebook 11Annotating Cells 13Finding Information 15Working with Media 18Sharing Information 20Next Steps 22

Installation Guid2. eBefore You Upgrade to 3 0 24Before You Migrate to Leopard 24Installing the NoteBook Application 25Entering Your License Key 26Managing Your NoteBook Licenses 27Recovering From an Invalid License File 28Installing NoteBook on Additional Computers 28Uninstalling NoteBook 29

Notebooks, Pages and Divider3. sNotebooks and Pages 32Organizing Pages Using Divider Pages 33Navigating Through a Notebook 34Protecting a Notebook’s Contents 35Customizing Page Paper Styles, Tabs, and Other Settings 36Customizing the Cover Page 38

Working with Note4. sAdding a Text Note to a Page 40Managing Notes Using an Outline 40Working with Text 43Working with Text in Cells 45Working with Attachments 46

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NoteBook 3.0

Clippin5. gClipping Selections From Other Applications into a Notebook 50Advanced Clipping Options 52

Annotating Note6. sApplying Highlighting 56Adding and Removing Keywords 57Adding and Removing Stickers 58Adding Contact Information from Your Address Book 59Adding a Voice Annotation 60Adding Sticky Notes and Flags 61Linking a Cell to the Web, Another Cell, or a Page 62

Diagrams, Sketches and Handwritin7. gAdding Diagrams and Sketches to Pages 66Adding Handwritten Notes to a Page 67Annotating PDF Documents with Diagrams and Sketches 68

Working with To Do Item8. sAdding a Checkbox, Due Date and Priority 70Managing The Appearance and Order of To Do Items 71Using the Multidex to Manage To Dos 72Exporting To Do Items to iCal and Entourage 73

Searching Using the Multidex and Super-Fin9. dQuickly Locating Information Using the Multidex 76Precise Searches Using Super-Find 77

Printing, Importing, Exporting, and Website Publishin10. gPrinting Pages in a Notebook 80Importing Files From Other Applications 81Sharing Pages and Notebooks 82Exporting a Notebook to Other File Formats 82Publishing a Notebook as a Website 83Advanced Website Export Options 85Exporting Notes to Your iPod 87

Menu Guid11. eNoteBook 90File 91

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NoteBook 3.0

Edit 92View 93Page 94Outline 95Notes 96Shapes 96Format 96Window 97Help 97

Frequently Asked Question12. s“NoteBook Says Someone Else is Using My Notebook?” 100“Can I Install NoteBook on My Desktop and My Laptop?” 100“NoteBook Says My License File is Invalid?” 101“How Can I Remove the Blank Lines NoteBook Has Added to My Cells?” 102“Can I Merge a Notebook I’ve Changed on Two Different Computers?” 102“What Do the ⌘, ⇧, ⌥, ⌃, ⎋, ↩, ⇥, ↖ and ↘ Menu Symbols Mean?” 103“How Do I Hide the Blue Bullets for Cells that Can’t Expand?” 103“How Do I Link a File into a Notebook?” 103“How Do I Change the Paper Style and Font of All Pages in a Notebook?” 104“How Do I Tell NoteBook Not to Add Tabs to New Divider Pages?” 104“How Do I Save a Notebook as a PDF File?” 104“Is There a NoteBook ‘Reader’ Application?” 105“Does NoteBook Run on Windows?” 105“Can I Give Copies of My Notebook Websites to Windows Users?” 105“How Can I Clip — the Contextual Menu Doesn’t Appear and the Services Menu Doesn’t Work?” 105“How Can I Clip — the Services Menu Items are Dimmed or Do Nothing?” 106“How Can I Remove Old Clipping Services?” 106“Why is Printed Text Smaller than Onscreen?” 106“How Do I Set Paper Margins for Printing?” 106“How Do I Print the Cover Page?” 107

Version Inf13. oWhat’s New in 3 0 110

Quick Start

Overview 6Getting Started 6Pages in a Notebook 9Clipping into a Notebook 11Annotating Cells 13Finding Information 15Working with Media 18Sharing Information 20Next Steps 22

6

NoteBook 3.0

Overview

Computer users today have a big problem: how to manage all the important bits of information that lack a good home.

You’re surfing the web, for example, and run across something you’d like to save. You might copy it to a file, save it on your computer, and do that a few more times and wind up with a hard drive jumble of files.

Or you’re working on a project, and you have e-mails, notes and spreadsheets that are all related to the proj-ect. You could try using a folder in the Finder to keep everything together, and although everything would be in one place, it still wouldn’t be organized.

NoteBook helps you manage these bits of information. With it you can:

n Store different kinds of information — notes, images, files — together in one place.

n Organize it in a way that’s familiar and make sense.

n Search for information using what little bit you remember about it: a name, a number, the date you added it.

n Share your information with other people, as PDF documents or via the web.

Getting Started

Launch NoteBook. You’ll notice that NoteBook documents look like paper notebooks, with pages and tabs.

The default page for holding information is a “Note” page. You can double-click anywhere on a Note page to add a note. You can also organize notes using an outline. Outlines are great for keeping lists organized.

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NoteBook 3.0

➊ Choose File → Save and give the Notebook a name.

By default, NoteBook saves your Notebooks in your ~/Documents/Notebooks folder.

➋ Press Return to add a “cell” to the page’s outline. Start typing, then press Return when you’re done.

➌ Press Return again to create a new cell, then press Tab to indent it.

The indented cell is now a “child” of the cell above. Cells with children have a blue triangle.

➍ Use the Return key create more cells.

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NoteBook 3.0

➎ Click the triangle to hide the parent cell’s children.

A cell with hidden children is “collapsed” and its triangle points to the right.

An “expanded” cell’s children are visible, and its triangle points down.

➏ Click the triangle again to expand. Drag a blue bullet to rearrange the list.

Drag a bullet or triangle to move cells in the outline.

➐ Drag a file from the Finder and drop it on the page.

NoteBook copied the file into the Notebook (you can also add links to files).

You can store files, photos, movies, any-thing in a Notebook, and use the outline to organize it.

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NoteBook 3.0

Pages in a Notebook

In the previous topic you added cells to a Note page. Note pages store information within a Notebook. Notebooks contain several other types of pages.

➊ Click the tab named “Contents” to turn to the Notebook’s Contents page.

The Contents page lists all of the pages within the Notebook. It’s the first page of every Notebook.

➋ Press the right arrow key to turn to the next page, the Notebook’s untitled Divider page.

A Divider page is like the divider pages you find in five-subject paper notebooks, and it has the same job: to group pages together.

New Notebooks start off with an untitled Divider page. You can remove it or add more.

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NoteBook 3.0

➌ Dividers pages are outlines that list page instead of information. Press Return to create a new cell.

Adding a new cell to a Divider adds a new page to the Notebook. The text you type in the cell becomes the page’s new name.

➍ Click the Contents tab again, to return to the Contents page.

The Contents page shows the page you just added, as a child of the Divider.

The Contents and Divider pages are also outlines. Dragging a cell moves the page to a different spot in the Notebook. Clicking a triangle hides pages from view.

➎ In the Contents page, find the page named “Text” in the Multidex and click its page number.

Every Notebook has a Multidex, a collection of pages that make it easy to find informa-tion in a Notebook.

For example, the Text Multidex page lists all of the words in the Notebook. If you were ever looking for a cell with a particular word, you could find it here easily. But more on Multidex pages in a bit....

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NoteBook 3.0

Clipping into a Notebook

“Clipping” is a quick way of adding information to a Notebook.

➊ Choose File → New to create a new Notebook.

➋ Rename the starting page to “Web and E-mail Clippings” (any name will do).

Select “Untitled,” type the new name, then press Return.

➌ Choose Page → Add a Clipping Service.

The scissors next to the page name means you can clip to this page.

You can create as many pages with Clipping Services as you like.

➍ Switch to your e-mail app, select part of a message, and choose the page from Services.

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NoteBook 3.0

➎ When you return to your Notebook, you will see your selection.

Click and hold the Clipping Sticker to see the source applica-tion’s name.

Because the clipping came from Apple Mail and the sender is in our Address Book, NoteBook added a Contact Sticker — selecting it displays his contact info.

➏ If the Services menu didn’t work in your e-mail app, try these alternatives:

Make a selection, then control- or right-click it and choose your Clipping Service.

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NoteBook 3.0

Copy the selection, then control- or right-click NoteBook’s Dock icon and “Paste to” the page.

Annotating Cells

In the previous topic, NoteBook added “Stickers” to the cell with the clipped e-mail. Stickers and other annotations are information *about* the information in your Notebook.

➊ Choose View → Creation Dates.

Most annotations ap-pear in columns along the page’s left margin.

NoteBook saves each cell’s creation and last-changed dates.

➋ Choose View → Keywords.

NoteBook added Key-words to the cell — you can remove them, or add as many of your own as you like.

➌ Choose Outline → Action Item → Increase to increase the priority.

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NoteBook 3.0

➍ Choose Outline → Action Item → Add a Status Checkbox.

➎ Choose View → Due Dates, then click in the due column next to the cell and type “friday”.

➏ Select a word in the cell and choose Edit → Highlight → Add.

NoteBook provides six highlighters, and you can set their color.

➐ Choose Page → Note Page to create a new page, name it “Meeting Notes,” then choose Page → Voice Annotate....

Adjust the input levels. Click “Open Sound” to choose a different input device.

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➑ Click “Start Recording,” type some notes, and then choose Page → Stop Recording to untitled.

NoteBook adds a Voice Annotation Sticker to each cell you created or changed during the recording.

Click and hold a Voice Annotation Sticker to see the time at which you entered the note during the recording. Click the Sticker to start playback from that point.

Choose “Open in iTunes” to copy the entire voice annota-tion to your iTunes music library, which you can then transfer to your iPod.

Finding Information

Everything you put into a Notebook gets indexed — not just the text, but also all of the annotations. The Multidex pages make it easy to find things based on what little bit you remember about them.

➊ What if you need to see everything you added today? Navigate to the Multidex Divider page, and then to the Creation Dates page.

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NoteBook 3.0

➋ What if you’re looking for a note that has the word “call,” but you don’t know where it is? Navigate to the Multidex Divider page, and then to the Text page.

➌ What if you need to see everything you clipped from Apple’s Mail application? Navigate to the Multidex Divider page, and then to the Keywords page.

➍ What if you need to see all of your action items, no matter where they live in the Notebook? Navigate to the Multidex Divider page, and then to the To Do Items page.

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NoteBook 3.0

➎ What if you want to see all of the TIFF documents in the Notebook? Navigate to the Multidex Divider page, and then to the Attachments page.

➏ What if you want to see all of the cells clipped from Apple Mail that also contain the word “call?” Choose Edit → Find → Super-Find.

The Super-Find panel lets you search using multiple criteria.

Results appear in the Multidex’s Super-Find Results page.

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NoteBook 3.0

Working with Media

When you add an image, movie, or sound file to an outline, you can work with it in special ways. For ex-ample, you can rotate or scale an image file.

➊ Use the Contents Page and the Page → Note Page to add a new page, then drag an image file onto it.

➋ Click the cell’s blue bullet to select it. Then choose Window → Inspector, click the Cell button, and finally the Attachment tab. Use the Attachment Inspector to add rotation and photo corners.

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NoteBook 3.0

➌ Connect your digital camera to your computer and in the Inspector click the Action button, then the Capture tab. Click Import to download the camera’s pictures and other media files.

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NoteBook 3.0

Sharing Information

NoteBook has great tools for sharing information with others, even if they don’t have NoteBook.

➊ Turn to the “Web and E-mail Clippings” page. Press the Option key, then drag the Page Bundle icon from the Notebook window’s title bar.

A Page Bundle is one or more NoteBook pages bundled up into a file. Send a Page Bundle to another NoteBook user to share those pages with them.

Double-click a Page Bundle to open its pages in a new Note-book, or drop it on an existing Notebook to add its pages to that Notebook.

➋ Choose File → Print, then choose PDF → Save as PDF in the Print sheet.

Use the Print com-mand to convert the Notebook to a PDF file, then send the PDF to another computer user, even if they don’t have NoteBook.

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NoteBook 3.0

➌ Click Cancel in the Save to File panel, and in the Print sheet. Choose File → Export as a Website → To Disk.

NoteBook places the website in your ~/Sites folder, in a folder named after the Notebook.

If you choose “Export as a Website → To the Web...,” NoteBook will upload the website to your MobileMe account’s Sites folder, or to an FTP or SFTP server.

➍ In a Finder window, double-click the file ~/Sites/untitled/index.html.

The website Notebook looks and behaves like the original: click the tabs and page curl to turn pages, and even click the blue triangles to expand and col-lapse cells.

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Next Steps

Now that you know the basics...

n Choose File → New from Starting Point… and select a template for the kind of information you want to organize, or choose File → New to create an empty Notebook.

n Browse NoteBook’s online help system, which covers everything in this Quick Start guide in more detail. It also describes lots of other features that couldn’t fit into 8 topics. Choose Help → NoteBook Help to access it.

n Visit the NoteBook Discussion Forums — http://www.circusponies.com/forums — where other Note-Book users share tips and solutions.

We hope you enjoy using NoteBook!

1Installation Guide

Before You Upgrade to 3 0 24Before You Migrate to Leopard 24Installing the NoteBook Application 25Entering Your License Key 26Managing Your NoteBook Licenses 27Recovering From an Invalid License File 28Installing NoteBook on Additional Computers 28Uninstalling NoteBook 29

24 1Installation Guide

NoteBook 3.0

Before You Upgrade to 3.0

If you’re upgrading from an older version of NoteBook, please follow these steps before installing NoteBook 3.0:

1. Make a backup of all of your existing Notebooks and store it in a safe place! It’s always a good idea to back up your documents before installing a new version of software. While we don’t anticipate any problems, it’s better to be safe.

2. If you’re upgrading from an older version of NoteBook, obtain a new license key. NoteBook 3.0 does not accept older NoteBook license keys. If you don’t have a new license key, please visit the Circus Ponies Online Store to purchase an upgrade.

3. Archive the older version of NoteBook, if you want to keep it around.

4. Review the Installation Guide page named, “Before you Migrate to Leopard.” This page discusses a bug in OS X 10.5 (Leopard) that can cause problems in opening older Notebooks, and how to circumvent it.

5. After installing, choose Help → What’s New in NoteBook to learn about changes and new features.

Before You Migrate to Leopard

A bug in Mac OS X 10.5 (“Leopard”) can prevent some older Notebooks from opening or displaying correctly on Leopard. Specifically, if you created Notebooks using NoteBook 1.0, or ran NoteBook 1.0, 1.1 or 1.2 under OS X 10.1, some of your Notebooks may be affected. Before migrating to Leopard, you can check the format of your Notebooks by opening them on your existing Mac running OS X 10.4 or earlier.

When you open a Notebook on Tiger, NoteBook checks its file format and lets you know if it needs updating. Be sure to back up your Note-books before updating them.

NoteBook will not display a message if a Notebook does not need updating.

If you first started using NoteBook with the 2.0 release, your Notebooks should open OK on your Mac run-ning Leopard.

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IMPORTANT

You cannot update your Notebooks if you have already upgraded to Leopard. If you have a Notebook that does not open correctly on Leopard and you no longer have access to NoteBook on a Mac running Tiger or earlier, please visit http://www.circusponies.com/support for assistance.

You must use NoteBook 2.1 (v262) or higher to update your Notebooks. Earlier versions of NoteBook do not perform the check and cannot update your Notebooks.

Installing the NoteBook Application

Note: NoteBook 3.0 requires OS X 10.4.11 (“Tiger”) or higher.

To install NoteBook, drag the NoteBook application from the installation disc window to your Applications folder.

To install NoteBook, drag the NoteBook application from the Installation Disc window, into your computer’s Applica-tions folder.

Be sure the copy cursor appears when you drag NoteBook into your Applica-tions folder. The copy cursor shows that the Finder is making a copy of NoteBook.

If you downloaded NoteBook from the web, eject the disk drive icon in the Finder and drag the Circu-sPoniesNoteBook.dmg file to the Trash and empty the Trash.

If you installed Note-Book from a CD, eject the installation disc and store it in a safe place. Finally, drag NoteBook from your Applications folder to your Dock, so that it’s easily accessible.

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NoteBook 3.0

Troubleshooting“Whenever I launch NoteBook, the NoteBook installation disk drive icon appears on my Desktop.”

After you select the disk drive icon and File → Eject it, be sure to drag the “disk image” (.dmg) file you down-loaded from the Circus Ponies website to the Trash, and then empty the Trash. If you don’t empty the Trash, the Finder may locate the disk image in the Trash and use it to launch NoteBook.

Entering Your License Key

Launch NoteBook, and after reading and agreeing to the Software License Agreement, enter your NoteBook license key. If you purchased NoteBook from a store, your license key is located on the back of the CD enve-lope. If you obtained NoteBook over the web, your license key will arrive in an e-mail from the Circus Ponies website.

IMPORTANT: Note-Book 3.0 license keys are case-sensitive.

After you enter your license key, NoteBook saves it in a file in ~/Library/Application Support/NoteBook/Licenses. The next time you launch NoteBook, it will read your license information from this file instead of asking you for it.

NOTESIf you’re upgrading from an older version of NoteBook, you can’t use your old NoteBook license key to run NoteBook 3.0. Please visit the Circus Ponies Online Store to purchase a license key upgrade.

Store your NoteBook license key in a safe place, in case you ever need it to reinstall or relicense the applica-tion. Don’t store it in a Notebook — if you can’t launch NoteBook because you need your license key, you won’t be able to retrieve it from within a Notebook!

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Managing Your NoteBook Licenses

Choose NoteBook → License Manager to view your NoteBook licenses.

The License Manager shows you the number of “tokens” each license contains.

A license key contains one or more “tokens” — each token allows a single copy of NoteBook to run. Most license keys contain a single token. A NoteBook “Family Pack” license key, by contrast, contains three tokens. When a Family Pack user runs NoteBook, their copy of NoteBook uses one of the three tokens.

Click “Add” in the License Manager to add another license key. Placing a license file in a computer-wide folder makes it available to all users of that computer.

When NoteBook launches it looks for license files in your Library folder, and in your computer’s Li-brary folder. Installing a license file in your computer’s Library folder allows other users of your com-puter to run NoteBook without having to enter the license key themselves.

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Recovering From an Invalid License File

NoteBook saves your license key information in a file in ~/Library/Application Support/NoteBook/Licenses. If the license key file ever becomes invalid, NoteBook displays an error message.

Click Go to License Manager... to view your Notebook licenses.

Click “Delete” to delete the invalid license file, then “Add” and re-enter your license key.

Be sure to enter your license key and not your license key’s serial number. NoteBook won’t accept the serial number in lieu of the license key.

By The Way...Why might a license file become invalid? A license file is unique and becomes invalid when copied. If you ever restore your home folder from a backup, for example, NoteBook may not accept the restored license file. Re-entering your original license key allows NoteBook to generate a new and valid license file.

Installing NoteBook on Additional Computers

You can use your license key to install NoteBook on as many computers as you like. The only restriction is that the number of running copies of NoteBook cannot exceed the number of available license tokens.

If you have a desktop and a laptop, for example, you can install NoteBook on both computers. In order to run NoteBook on the desktop, however, you must first quit it on the laptop (and vice versa).

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Troubleshooting“When I enter my NoteBook license on my second computer, NoteBook says it’s not available for use.”

Be sure you’ve quit NoteBook on your first computer. If your license key contains a single token, only one of your NoteBook copies can run at a time.

Uninstalling NoteBook

If you ever need to uninstall NoteBook, remove the following files and folders (“~” denotes the path to your home folder):

/Applications/NoteBook1.

~/Library/Application Support/NoteBook2.

~/Library/Preferences/com.CircusPonies.NoteBook.plist3.

~/Library/Contextual Menu Items/NoteBookCMPlugIn.plugin4.

~/Library/Services/NoteBookHelper.service5.

Then restart any running applications to remove NoteBook’s Clipping Services from their contextual menus.

2Notebooks, Pages and Dividers

Notebooks and Pages 32Organizing Pages Using Divider Pages 33Navigating Through a Notebook 34Protecting a Notebook’s Contents 35Customizing Page Paper Styles, Tabs, and Other Settings 36Customizing the Cover Page 38

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Notebooks and Pages

Notebooks resemble their real-world paper counterparts, making them familiar when it comes to organizing information. They are also just as flexible as real-world notebooks: you can create a Notebook with a single page, to hold a paper you’re writing. Or a Notebook with sections and subsections, to organize information about clients. You can store everything in a single Notebook, or spread your information out across multiple Notebooks. NoteBook is flexible, and lets you store your information in the way that works for you.

NoteBook Page Types Each new Notebook contains three different types of pages:

n Note pages - the most-common type of page in a Notebook, designed to hold notes, outlines, sketch-es and other information.

n Divider pages - just as with paper notebooks, Divider pages organize note pages into sections and subsections

n Multidex pages - pages at the back of every Notebook and that make it easy to find notes by what little you remember about them: a name, a number, the date you entered them.

The first page of every Notebook is the Contents page, a Divider page that lists all of the pages in the Note-book and shows how they are organized into sections and subsections. Each Notebook also has a Cover page that you can use to conceal a Notebook’s contents.

Each Notebook has only one Contents page and one Cover page, but you can add as many Divider and Note pages as you like.

Other Page TypesEach new Notebook contains a three different types of pages:

n Writing pages - Writing pages are like word processor documents, containing text instead of an out-line of cells.

n Cornell Note Taking pages - Cornell Note Taking pages implement the Cornell Note-Taking system, the most widely-used system for taking lecture notes in North American education: a right column contains your notes, a left column review questions that you formulate, and a space at the bottom of the page contains your summary of the notes. You test yourself on the material by answering the questions with the notes column hidden (View → Notes Column). More information on the Cornell Note-Taking System is available at http://www.clt.cornell.edu/campus/learn/LSC_Resources/cornellsys-tem.pdf.

n To Do pages - To do pages are not really a special type of page, rather they are Note pages that Note-Book pre-configures for easily organizing to dos.

Deleting a PageDelete the current page by choosing Page → Delete. You can also delete a page by turning to a Divider that lists it, such as the Contents page, selecting the page in the outline, and pressing the Delete key. You cannot delete the Contents page.

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Organizing Pages Using Divider Pages

A Divider page marks the start of a section within a Notebook. It lists the pages that live within its section in the form of an outline. Outlines are great for managing lists, and especially hierarchical lists, such as pages and dividers organized into sections and subsections.

Adding Pages to a DividerWhen you’re turned to a Divider page, pressing Return with nothing selected adds a new Note page to the Divider. If you’ve selected a page in the Divider’s outline, pressing Return adds a new page of that type right after the selected page.

You can also add pages using the commands in the Page menu.

Once you’ve added pages, you can reorder them by dragging, or by using the com-mands in the Outline → Move menu.

Each page you add to a Notebook is owned by the Contents page or other Divider page.

NOTE: By default Notebook adds a tab to each new Divider page. You can change this behavior in the Notebook pane in the Inspec-tor Window (Window → Inspector).

Creating a SubsectionIf you add a new Divider page (Page → Divider Page), the new Divider page marks the start of a subsection. By moving Note and other pages to be children of the new Divider, those pages become part of the new subsection.

When you add a page to a Divider, NoteBook shows that Divider with a triangle next to its name. Clicking the triangle hides or shows the pages the Divider owns.

You can continue adding new Divider pages to existing Dividers to create any number of sections and subsections, with any level of depth, within your Notebooks.

Removing PagesChoosing Page → Delete deletes the current page. If you’ve turned to a Divider page, pressing the Delete key deletes the pages you’ve selected in the outline. Additionally, the Page → Remove Multidex removes the Notebook’s Multidex pages (you can add them back by choosing Page → Add Multidex). You cannot delete the Contents page.

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Navigating Through a Notebook

Turning PagesThere are several different ways to turn pages in a Notebook.

Click the page curl to go back or forward, or

type a page number in the page number field and press Return.

Click a page’s tab to jump to that page.

In a Divider page, click a page number or bullet to jump to a page.

Control- or right-clicking a Divider page’s tab lists the pages in its section.

In addition, you can turn pages using the Page → Go menu’s navigation commands. You can disable NoteBook’s page turn-ing animation in NoteBook preferences.

Turning Pages Using the Navigation BarChoose View → Navigation Bar to reveal the navigation bar, which displays the current page’s location within the Notebook.

Click a Divider name to turn to that Divider. Click and hold the Divider name for a list of its pages.

Navigation Using the Contents CardChoose View → Contents Card to reveal the Contents Card, which lists all of the pages in a Notebook for quick page navigation.

The Contents Card lists all of the pages within a Notebook. Click any page in the list to turn to it.

You can toggle the Contents Card by Option-clicking the Notebook icon at the left side of the Naviga-tion bar.

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Opening a Page in a Separate WindowThere are times when you need to view one page from a Notebook while working with another page in that same Notebook. Choosing Page → Open in a New Window places the current page in its own window, separate from the original Notebook window, leaving you free to turn to a different page in the original Notebook window.

Opening a page in its own window is akin to temporarily pulling it out of the main Notebook, so while a page resides within its own window you cannot turn to it within the original Notebook window. Any changes you make to a page in its own window are preserved when you save the Notebook or close the page’s window. You can place as many pages as you like in their own separate windows.

You can also open a page in its own window by Option-clicking the page in a Divider page’s outline.

Protecting a Notebook’s Contents

Every Notebook has a cover page for hiding a Notebook’s contents from view. You can also set a password needed to open the Notebook, and encrypt pages within a Notebook.

Covering a NotebookEvery Notebook has a Cover page, which you can show or hide using the File → Cover command. By de-fault the Cover page shows the Notebook’s name. Double-clicking the Cover uncovers the Notebook.

The Notebook Inspector (Window → Inspector) contains options for auto-covering a Notebook. For ex-ample, you can set a Notebook to automatically turn to its cover page if there’s no activity in the Notebook for some amount of time, which is great if you’re ever called away from your computer without a change to cover it.

Assigning a Password to a NotebookChoose File → Set Password… to assign a password to a Notebook. When you assign a password using the File → Set Password… command, NoteBook will ask you to enter it whenever you open the Notebook. The Notebook Inspector also contains an option to require the password to uncover the Notebook.

Preventing Editing on a PageChoose Page → Prevent Editing to prevent any changes from being made to the current page.

Encrypting Pages within a NotebookEven with a password, an unscrupulous person can view a NoteBook file’s contents in a text editor. For pages with sensitive information, choose Page → Encrypt within Notebook to encrypt the page’s data within its Notebook on disk.

When you choose Page → Encrypt within Notebook, NoteBook will ask you to set the Notebook’s pass-word if you have not already done so, which it will use to encrypt the page. If you have not set the Note-book to ask for a password on open, NoteBook will only ask for the password when you turn to the en-crypted page or otherwise attempt to access its information. For example, if you print or turn to a Multidex page, NoteBook will ask for the Notebook’s password in order to print or display information from encrypted pages. If you do not enter the password you can still print and access the Multidex, but no protected infor-mation will appear.

Note that while NoteBook encrypts the page’s data, it does not encrypt any of the page’s attachments.

IMPORTANT: Store your Notebook’s password in a safe place — you won’t be able to open your Notebook without it!

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Customizing Page Paper Styles, Tabs, and Other Settings

Setting a Page’s Paper StyleChoose a command in Page → Paper Style to set the current page’s paper style. Use the Page Background Inspector (Win-dow → Inspector) to customize the paper style and other page appearance attributes, such as adding a background image.

Changing a Page’s Format SettingsUse the Page Format Inspector (Window → Inspector) to customize the current page’s layout and fonts. For example, you can set the font the page uses to display information in its dates and other columns. Com-mands in the Page and View menus manipulate many of the same settings.

Changing the Paper Style and Font of All Pages in an Existing NotebookUse the Notebook Inspector to change the paper style and font of all of the pages in a Notebook. The Note-book Inspector displays the current default paper style and font settings for the Notebook.

You can set the default paper style and font for all new Notebooks in NoteBook preferences.

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Telling NoteBook Not to Add a Tab to New Divider PagesBy default, NoteBook adds a tab to each new Divider page you add to a Notebook. The Notebook Inspec-tor contains an option to disable this behavior. You can set NoteBook not to add tabs to new Dividers for all new Notebooks in NoteBook preferences.

Changing a Page’s Tab SettingsChoose Page → Add a Tab to add a tab to the current page, and Page → Remove Tab to remove it. You can add a tab to any page and remove it from any page, including the Contents page. Use the Page Tab Inspector (Window → Inspector) to customize a tab’s appearance, such as its background color and font.

Viewing How a Page’s Current Settings Differ from the Default SettingsEvery Notebook maintains a “template” page for each of the pages types you can add. Whenever you create a new Divider page, for example, NoteBook creates it by copying the Notebook’s Divider page template. To see how a page’s settings differ from the template for its type, choose “Show Custom Settings” from the Inspector’s “Options” tab, near the Inspector panel’s lower-right corner.

With Show Custom Settings active, the Page Background, Format, Tab, Font and Numbering Inspectors mark settings that differ from the tem-plate using a purple circle with an arrow. Pressing and hold-ing the Option key displays the template’s settings.

Applying a Page’s Custom Settings to Other PagesOnce you’ve customized a page’s background, format, tab, font or numbering settings, use the Inspector’s Options tab to apply those settings to other pages in the Notebook.

For example, you can set a Divider page’s tab to use a certain color and font, and then choose an option from the Options tab to apply those tab settings to other Divider pages in the Notebook.

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Customizing the Cover Page

To customize the Cover page, turn to it and choose Page → Prevent Editing. Once it’s editable, you can use the Page Inspector to change the Cover’s look. For example, in the Page Background Inspector you can change the Cover label’s style and background.

Use the Page Back-ground Inspector to customize the cover page’s background and label.

Apply custom fonts and styling to text on the cover page.

Change the label’s title — even add more cells to the Cover page’s outline.

Once you’ve completed your changes, choose Page → Prevent Editing again to lock the Cover page.

3Working with Notes

Adding a Text Note to a Page 40Managing Notes Using an Outline 40Working with Text 43Working with Text in Cells 45Working with Attachments 46

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Adding a Text Note to a Page

Notebooks contain different types of pages, each specialized for the information they contain. The most common page is a “note” page, which can contain anything from a simple note to a diagram.

Adding a NoteTo add a note to a page, choose Notes → New Text Note, or just double-click anywhere on the page. Notes can contain multi-font text and attachments, and can be placed wherever you like. When you’re done typing a note, press Escape or the Enter key to stop editing, or just click outside its bounds. When selected, a note has resize knob at the corners - click and drag a knob to change the note’s size, or hold down the Op-tion key while dragging to rotate the note.

Removing a NoteTo remove a note, select it and press the Delete key.

Setting the Default Note FontUse the Font Inspector (Window → Inspector) to set the page’s default note font. When you create new notes, they will use whatever new font you choose.

Managing Notes Using an Outline

In NoteBook, you can also store information in outlines made up of “cells.” Outlines are great for managing lists, and especially hierarchical lists, like a to do list made up of sub tasks. You create an outline by adding and arranging “cells.” A cell contains a note you’ve typed, some text you’ve pasted, or even files or images you’ve imported. Cells are similar to text notes except being members of an outline they cannot be placed at any location on a page.

Creating an OutlineNew pages are empty, except for their name. Press Return to create the first cell in the page’s outline, then begin typing to fill the cell with text. Press Return to end editing, and again to add another cell. When you’re not editing text, the Delete key removes any cells you’ve selected.

These two cells are “siblings” — they have the same amount of indentation within the outline.

Quickly Adding Cells using List ModeIf you’re typing a list of items, you’ll want to add a new cell each time you finish with the current one. Choos-ing Outline → List Mode causes the Return key to end editing of the current cell and add a new cell for your next list item. See the Keyboard pane of NoteBook preferences to make List Mode your default state.

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Indenting and Unindenting CellsPress the Tab key to indent the selected cell, and Shift-Tab to unindent it. You can also indent cells using commands in the Outline menu. You can’t indent the first cell on a page because there’s no cell above it to become its parent.

When you indent a cell, the cell above becomes its “parent.” The indented cell becomes a “child” of the cell above it. Cells with children have a triangle cell control.

Moving CellsThe blue bullet or triangle at the cell’s left side is its “cell control.” Click and drag the cell control to move a cell.

When you move a cell, its children move with it.

You can also move cells using commands in the Outline menu. TIP: You can move a cell to another page by dragging it onto the other page’s tab. Copy a cell to another page by Option-dragging it to the tab.

Hiding or Showing Child CellsClicking a cell’s triangle to hides or shows its children. A cell with hidden children has a right-pointing

triangle.

A cell is “collapsed” if its children are hidden, and “expanded” if they’re visible.

You can also expand and collapse cells using commands in the Outline → Expand and Collapse menu.

TIPS: Option-Right Arrow expands the currently-selected cell and selects its first child. Option-Left Arrow collapses the currently-selected cell’s parent and selects the parent. Option-click a triangle to expand a cell and all of its descendants.

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Reducing a Cell to a Single Line of Text (aka Folded Editing)To hide all but the first line of text in a cell, select the cell and choose Outline → Show Full Cell Text.

Cells with hidden text end in an ellipsis. Clicking in the cell exposes all of its text. The cell reverts to its first line when you end editing.

The Escape key is the keyboard shortcut for hiding and showing full text.

Working with a Portion of an OutlineUse Outline → Hoist to work with just a portion of a large outline. Hoisting hides all cells except the select-ed cell and its descendants. When you hoist, ellipses appear at the top and bottom of the page, to indicate that some of the page’s cells are not visible.

You can hoist multiple times within the same page. Outline → Unhoist undoes the most-recent hoist, and Outline → Unhoist All restores all cells to view. By The Way: Why did we name this command “hoist?” We didn’t — it’s a term coined back when outlining applications were first written.

Assigning Fonts to Different Levels in an OutlineUse the Font Inspector (Window → Inspector) to apply a font to each level in the outline. With the Font Inspector you can set the page’s default note font, and configure the page to auto-format its cells. Auto-formatting forces cells at different levels in the outline to always use the same fonts.

TIP: If you just want to revert a cell back to the page’s default font, select it and choose Format → Font → Plain. Choosing the Plain font setting also removes ruler settings such as sub- or super-scripting.

Numbering CellsTo prefix cells with bullets, Roman numerals or other characters, select the cells you want to number and choose a numbering style from the Outline → Numbering menu. Choose Outline → Numbering → Customize... to customize the numbering style, font and other options.

Sorting CellsYou can use the Sort pane in the Actions Inspector to sort a page’s cells. Choose Window → Inspector to reveal the Inspector, click the Actions button, and finally the Sort tab within the Actions pane. Start creating your own sort, or click the popup menu control to choose a favorite sort.

The Sort pane can sort using multiple criteria, such as by due date and then text. Drag the six sort criteria to rearrange the sort order.

Auto-sortingIf you have a list you want to remain sorted as you make changes, you can set the parent cell to auto-sort its children. Select the parent cell and then choose a sort from the Outline → Auto-sort menu. By default, auto-sorting only applies to a cell’s children but you can set a cell to auto-sort all of its descendants. Note-Book adds an Auto-sorting Sticker to cells that are configured to auto-sort their children - click and hold the Sticker to view or change its settings.

You can also auto-sort all of the top-level cells on a page: deselect all cells, then choose a favorite sort from the Outline → Auto-sort menu.

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Working with Text

In most respects, working with text in text notes and cells is the same.

Navigating Through and Selecting TextThe following arrow and modifier key combinations navigate through or select text in a cell:

Right/Left Arrow — move to the next/previous character

Option-Right/Left — move to the next/previous word

Cmd-Right/Left — move to the end/beginning of the line

Cmd-Up/Down — move to the start/end of the text

Shift-Right/Left Arrow — select the next/previous character

Shift-Option-Right/Left — select the next/previous word

Shift-Cmd-Right/Left — select to the end/beginning of the line

Shift-Cmd-Up/Down — select to the start/end of the text

Using the RulerLike other text-based applications, NoteBook provides a ruler which you can use to format and align differ-ent aspects of text within a cell. Choose View → Show Ruler to make it visible. While you’re editing a cell, the ruler contains tab stops and other formatting controls, but is empty otherwise. Note that you cannot change the ruler settings on Divider and Multidex pages.

Checking SpellingChoosing Edit → Spelling → Check Spelling As You Type sets NoteBook to underline spelling mistakes as you type. The spell checking underlines misspelled words as you type. Control-click a misspelling to see a list of corrections.

Choose Edit → Spelling → Check Spelling to search for the next misspelled word in a Notebook, or Edit → Spelling → Spelling… to reveal the Spelling panel. The Spelling panel lets you set the scope of the spell checking (the current page only or the entire Notebook).

Auto-completing WordsType the beginning of a word and then press Option-Escape to see a list of completions. Use the up and down arrow keys to select a different completion, press Return to accept the current one, or Option-Escape to cancel.

Inserting URLsEnter a URL in a cell by typing it. When you end editing, NoteBook converts it to a link.

Type a URL or e-mail address into a cell.

When you end editing, NoteBook converts it to a link.

Choose Edit → Link → To the Web to assign a URL to a text selection.

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Inserting Greek CharactersYou can enter some commonly-used Greek characters using the Option key: Option-D for ∂, Option-M for µ, Option-Z for Ω, and Option-P for π. Use the Greek keyboard layout to enter other characters.

Click the International Preferences icon in System Preferences to view your internation-al preference settings.

In the Input Menu sec-tion, select the Greek keyboard layout, and also add the input menu to the menu bar.

Choose the Greek keyboard layout from the input menu. Now NoteBook substitutes Greek for characters you type from the keyboard.

Use the input menu to switch back to your original keyboard layout, or press Cmd-Space to cycle through the active layouts.

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Inserting Other Special CharactersUse the character palette to enter special characters.

Use the Font panel’s actions menu to display the Character palette.

Drag a character from the palette into your text.

Working with Text in Cells

When working with text in cells there are special commands.

Inserting a Blank LineIf you’re editing a cell, pressing Return ends editing. If you need to insert a blank line in the text, choose Edit → Insert → Line Break. Cmd-Return is the keyboard shortcut for this command. You can also press the Enter key to add a blank line. Choosing Outline → Paragraph Mode sets the Return key to add blank lines instead of end editing (press Option-Return to end editing).

Inserting a TabPressing the Tab key indents the current cell. Press Option-Tab insert a tab character in a cell’s text. In Para-graph Mode, the Tab key inserts a tab instead of changing the cell’s position in the hierarchy.

Pasting Multi-Line Text as an OutlineWhen you paste text into a page, NoteBook places that text into a single new cell. Choose Edit → Paste → Paste Text as an Outline to divide the text into multiple lines, each placed in its own new cell. NoteBook creates a new cell for every return character in the text, and indents each new cell by the number of tab characters at the beginning of each line.

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Working with Attachments

Adding an Attachment to a PageDrop a document onto a page to add it to the outline. By default NoteBook adds the attachment to the page’s outline - to place the attachment anywhere on the page, hold down the Shift key.

The green copy cursor indicates the file will be copied into the Notebook.

Press Control while dragging to create a link to the original file. When you link an at-tachment, NoteBook tracks it wherever you move it on your computer.

When you release the file, NoteBook creates a new cell to hold it. A linked file attachment has an arrow in its lower-left corner.

Once you’ve added a file to an outline you can delete the original. You can set linking to be your default action, in the Attachments pane in NoteBook preferences.

To place a file into an existing note, click within the note to create an insertion point, then drop the file into the note.

Opening an AttachmentDouble-clicking an attachment opens it within its default application. Control- or right-click an attachment for a menu of applications that can open the file.

If you copied the file into your Notebook, NoteBook opens the copy (not the original). Any changes you make to it will get saved to that copy within the Notebook. If you linked the file into your Notebook, Note-Book opens the original file.

Customizing an Attachment’s Alignment in an OutlineAttachments within an outline’s cells have three alignment options: left-aligned, right-aligned, and “inline.” With left- and right-aligned attachments, the cell’s text flows around the attachment. With inline attach-ments, the attachment appears between characters in the text, as if it were a large character. To change an attachment’s alignment, control-click the attachment and choose a new alignment from the contextual menu that appears, or use the Attachment Inspector. NOTE: any number of attachments can be aligned “inline” within a cell, but only one can have left- or right-alignment.

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Working with Image AttachmentsWith NoteBook you can customize the presentation of image files, such as their rotation, and scaling.

The tool palette lets you change an image’s rotation, alignment, and anti-aliasing settings, or show the Attachment Inspector.

Drag a knob to scale, or Option-drag to rotate.

You can modify other attributes, such as the photo corners and drop shadow, using the Attachment Inspec-tor (Window → Inspector).

Pasting an Image as a Specific Image TypeIf the Clipboard contains an image, use a command in the Edit → Paste → Paste Image as menu to paste it as specific image file type.

Getting a Quick Look Preview of an AttachmentIf you’re running OS X 10.5 (Leopard) you can Quick Look an attachment, which will cause the attachment to appear in the standard Quick Look viewer. Control-click the attachment and choose the Quick Look com-mand from the contextual menu that appears, or use the Quick Look command in the Outline menu.

Importing from a Digital CameraThe Action Inspector’s Capture pane can import files directly into a Notebook from your digital camera. NOTE: If your camera doesn’t appear in the Capture pane, it may not be Mac-compatible. In general, Note-Book can access any camera or scanner that works with Apple’s Image Capture application. NoteBook will add mages and other files imported from a camera to the destination page’s outline.

Working with “LinkBack” AttachmentsWhen you paste an image or other content from a LinkBack-enabled application, you can later edit that content directly within the source application. For example, if you create an equation in a LinkBack-enabled equation editor such as LaTeXiT, you can paste the equation as an image into NoteBook. With the image selected, choosing Edit → Edit in LaTeXiT launches LaTeXiT and opens the equation that created the image. If you change the equation and save, those changes also appear in NoteBook.

For more information about LinkBack, and a list of LinkBack-enabled applications, visit the LinkBack Project website.

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Reclaiming Space after Deleting an AttachmentIf you delete a note with a file attachment, NoteBook does not also remove the attachment from the Notebook. To delete the attachment permanently from your Notebook, click “Remove All” in the Discarded Attachments Multidex page.

Click Remove All to delete all of the dis-carded attachments.

If you select an at-tachment, you can copy and paste it to another page, or press the Delete key to delete it.

Any attachments you don’t delete will continue to live within the Notebook, occupying space on your disk.

The Discarded Attachments page is particularly useful if you discover that you deleted a cell containing your only copy of a file! By The Way: Why doesn’t NoteBook delete the attachments along with the cells that hold them? This extra step is a safety measure to ensure that you don’t delete an attachment you still need.

4Clipping

Clipping Selections From Other Applications into a Notebook 50Advanced Clipping Options 52

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Clipping Selections From Other Applications into a Notebook

“Clipping” automates the process of copying information into a Notebook page. If you’re using Apple Mail, for example, and want to save a message in one your Notebooks, you would select the text, copy it, launch NoteBook, open the Notebook, turn to the right page, paste, and then resume working in Mail. When you clip, you achieve the same result in just two steps. What’s more, clipping happens in the background so you never leave the application you’re working in — just clip and keep going, without losing your train of thought.

Preparing a Page for ClippingBefore you can clip to a page, you must choose Page → Add Clipping Service to add a “Clipping Service” to that page. Adding a Clipping Service causes that page to appear in all of the applications on your computer. You can repeat this step for any other pages you want to clip to. A page with a Clipping Service attached has a scissors icon next to its name.

Clipping a SelectionOnce you’ve made a selection within another application, clip it NoteBook by choosing a Notebook page from the application’s Services → NoteBook menu.

Each application’s Services → Note-Book menu lists all of your Clipping Services.

NoteBook briefly changes its Dock icon and plays a sound to let you know that it received the clipping re-quest. When you clip, NoteBook makes a copy of the original selection, including any attachments. You can delete the original selection without losing the clipped copy. The clipping is also fully editable.

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Getting Information About a Clipping Using the Clipping StickerNoteBook assigns a Clipping Sticker to each clipping. The Clipping Sticker contains the source application’s name and can contain additional information. Click and hold the Clipping Sticker to see its contents.

When you clip from Apple Mail, the Clipping Sticker contains additional information and op-tions.

NoteBook also adds a Contact Sticker if the e-mail sender is in your Address Book.

Whenever possible, NoteBook adds a Snap Back Sticker that re-turns you to the source document.

With web browsers, the Snap Back Sticker contains the source page URL.

Quick Clipping using Contextual MenusYou can quickly clip selections to your Notebooks by Control- or right-clicking a selection to reveal a contex-tual menu, then choosing a Clipping Service from the NoteBook submenu.

Clipping When Services Menu Items are DimmedNot all applications properly support the OS X Services menu. If you ever make a selection and find the clip-ping service items are dimmed, try clipping using the contextual menus. If the application does not support contextual menu plug-ins, you can clip using NoteBook’s Dock icon: copy the selection to the Clipboard, then Control- or right-click NoteBook’s Dock icon and choose a Clipping Service from the Paste to menu.

Removing a Clipping ServiceRemove a page’s Clipping Service by turning to the page and choosing Page → Remove Clipping Service.

If the Notebook with the Clipping Service no longer exists, you can remove its old Clipping Services in the Clip pane of the Actions Inspector (Window → Inspector).

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Advanced Clipping Options

Clipping a Document as a PDF to a NotebookYou can send a PDF version of a document in another application directly into a Notebook using a Clipping Service.

When printing in another application, the Print sheet’s PDF button contains a Send PDF to Note-Book menu that lists your Clipping Services - choose one, and the Print sheet will send the PDF it generates for the document to that page in your Notebook.

Creating a New Page for Each ClippingWhen you clip to a note page, NoteBook adds the clipping to the page’s outline. Sometimes it’s convenient to create a separate page to hold each clipping. If you add a Clipping Service to a Divider Page, NoteBook creates a new note page to hold the clipping and adds that page to the Divider each time you clip.

Editing a Selection Before ClippingYou can edit a selection before clipping it by choosing NoteBook → Clip and Annotate in NoteBook’s contextual clipping menu. The sheet that appears contains a text area for editing, as well as for giving the clipping a title.

Choose Clip and Annotate... to display the Clip and Annotate sheet.

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Clipping to Cells in an OutlineWhen you clip to a page, NoteBook adds each clipping as a new item at the end of the page’s outline. You can also clip directly to a cell in the outline, so that the clippings become children of that cell. For example, if you have an outline where the top-level cells are categories like “E-mails” and “Web Clippings,” you can add a Clipping Service to each category cell and clip selections directly to those categories.

To add a Clipping Service to a cell, select the cell and choose Outline → Add a Clipping Service. NoteBook adds a Clipping Service Sticker to each cell with a Clipping Service.

Choosing a cell’s Clip-ping Service clips the selection and saves it as a child of the cell.

Adding a Keyboard Shortcut to a Clipping ServiceYou can add a keyboard shortcut to any Clipping Service menu item using the Clip pane of the Actions Inspector (Window → Inspector).

Auto-saving After ClippingBecause clipping happens in the background, you might want NoteBook to save whenever you clip (oth-erwise you could lose them if your computer has a problem). Choose this auto-save option in NoteBook’s general preferences.

5Annotating Notes

Applying Highlighting 56Adding and Removing Keywords 57Adding and Removing Stickers 58Adding Contact Information from Your Address Book 59Adding a Voice Annotation 60Adding Sticky Notes and Flags 61Linking a Cell to the Web, Another Cell, or a Page 62

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Applying Highlighting

Just like in a regular paper notebook, NoteBook provides highlighters which you can use to highlight text or cells in a page’s outline. You can assign whatever meaning you choose to highlighting - for example, you might choose to apply the red highlighter to very important items. One benefit of highlighting is how eas-ily can later find highlighted items using the Highlighters page in the Notebook’s Multidex. So if you mark important items with the red highlighter, you can see them all at once by viewing the red highlighter entry in the Highlighters Multidex page.

Adding Highlighting to Text and CellsTo add highlighting to a word or cell, select it and choose Edit → Highlight → Add. You can set the current highlighter by choosing it from the Edit → Highlight menu.

You can you can customize the highlighter colors as well as give them names in NoteBook preferences. The Colors panel (Format → Font → Show Colors...) contains a list of “factory-original” highlighter colors, if you ever want to restore them.

NOTE: If you send a Notebook or Page Bundle to another Note-Book user, the document will adopt that user’s highlighter colors.

Quickly Adding Highlighting Using Highlighting ModeYou can quickly apply a highlighter by holding down Control-Option-Command to enter “highlighter mode”:

In highlighter mode, the cursor changes to a highlighter.

Click a cell’s blue bullet or triangle to apply the current highlighter to that cell, or apply it to text by clicking a text selection or drag-ging it out using the highlighter.

While in highlighter mode, press the keys 1 through 6 to change the highlighter color.

You can also enter highlighting mode by clicking the highlighter item in the Notebook’s toolbar. The mouse remains in highlighter mode until you click the highlighter item a second time.

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Removing HighlightingTo remove highlighting, select the highlighted word or cell and choose Edit → Highlight → Remove.

Adding and Removing Keywords

Adding and Removing KeywordsA Keyword is a word or short phrase that you assign to cells in an outline to help describe their contents. For example, you might add the “Urgent” Keyword to cells with important to dos. One benefit of adding Keywords is the ease in later finding those items using the Keywords page in the Notebook’s Multidex. So if you add the Urgent Keyword to important items, you can see them all at once by viewing the Urgent entry in the Keywords Multidex page. NoteBook includes several Keywords and you can add your own.

Adding a Keyword to a CellNoteBook displays the Keywords assigned to cells in the Keywords column, to the left of the red margin line. Choose View → Keywords to hide or show the Keywords column, and Outline → Add Keyword to display a field for adding a Keyword.

With Keywords visible, double-clicking in the Keyword area next to a cell also displays the Keyword entry field. Click the button to choose from the list of existing Keywords.

Click and hold the Keyword area next to a cell to see all of the Keywords attached to the cell. Choosing a Keyword from the menu makes it the vis-ible Keyword (the first one in the list).

You can also assign Keywords by control-clicking a Cell and using the contextual menu that appears. “Favorite” Keywords appear in this menu, which you designate using the Keywords Inspector (Window → Inspector).

You can add as many Keywords to a cell as you like.

Resizing the Keywords ColumnTo resize the Keywords column, press the Option key to reveal the column’s boundary, then drag it to a new width.

Removing KeywordsTo remove a Keyword, select the cell and use the Cell Inspector (Window → Inspector) to remove its Keywords. Or choose a command from the Cell contextual menu.

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Adding and Removing Stickers

A Sticker is a small icon that you assign to cells in an outline to help describe their contents. For example, you might add the Greek “Delta” Sticker to cells with important changes. One benefit of adding Stickers is the ease in later finding those items using the Stickers page in the Notebook’s Multidex. So if you add the Delta Sticker to items with important changes, you can see them all at once by viewing the Delta Sticker entry in the Stickers Multidex page. NoteBook includes several Stickers and you can add your own.

Adding a Sticker to a CellNoteBook displays the Stickers assigned to cells in the Stickers column, to the left of the red margin line. Choose View → Stickers to hide or show the Stickers column, and use the Stickers Inspector (Window → Inspector) to add a Sticker.

In the Stickers Inspec-tor, choose a Sticker, then drag it from the dispenser and drop it on a cell. The Stickers Inspector contains several Sticker cat-egories: n Assorted and Key-

board — NoteBook’s built-in sets

n Custom — Built-in Stickers you’ve cus-tomized, or images you’ve added as Stickers

n Favorites — Stickers you’ve designated as “favorites”

n Selected Cells — Stickers assigned to the currently selected cells

n [Notebook name] — all of the Stickers assigned to cells within the current Notebook

Click and hold the Sticker area next to a cell to see all of the Stickers attached to the cell. Choosing a Sticker from the menu makes it the visible Sticker (the first one in the list).

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You can also assign Stickers by control-clicking a Cell and using the contextual menu that appears. “Favorite” Stickers appear in this menu, which you designate using the Stickers Inspector.

You can add as many Stickers to a cell as you like.

Custom StickersYou can use the Sticker Inspector to create custom-color versions any of the NoteBook’s built-in Stickers. You can also use the Inspector to create your own Stickers from images of your choice.

Removing StickersTo remove a Sticker, select the cell and choose the Cell Inspector (Window → Inspector) to remove its Stick-ers. Or choose a command from the Cell contextual menu.

Adding Contact Information from Your Address Book

You can attach contacts from your Address Book as Contact Stickers, so that the contact information is handy when you need it. A Contact Sticker is a link to a contact in Address Book, meaning that changes you make to the contact in Address Book automatically appear in the Contact Sticker.

Adding a Contact Sticker to a CellDrag a contact from Address Book and drop it on a cell to create a Contact Sticker.

Drag a contact from Address Book and drop it on a cell.

NoteBook adds a Contact Sticker to the cell — click it to see a menu of Address Book contact information.

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You can also add a contact as a link within a cell’s text: click within the cell to set the insertion point, then drag the contact into the cell. For each contact, NoteBook adds both the contact name and a link. Clicking the link takes you to that entry in Address Book.

Adding a Voice Annotation

You can type notes in a lecture or meeting and record the person speaking using the built-in voice annota-tion feature. NoteBook adds Voice Annotation Stickers that are synced to the voice recording, so you can start playback at the exact point at which you began typing a note. You can also copy a voice annotation file to iTunes, and from there to your iPod for anywhere playback.

Adding a Voice AnnotationChoose Page → Voice Annotate… to add a voice recording to your notes as you type.

Adjust the input volume, then click “Start Recording”.

Click “Open Sound” to change the current sound input device.

When you’re done, choose Page → Stop Recording to stop.

Reviewing a Voice AnnotationAfter you finish recording, NoteBook adds a Voice Annotation Sticker to all cells you created or changed during the recording.

Click and hold a Voice Annotation Sticker to see the time at which you entered the note during the recording, or click the Sticker to start playback from that point.

Choose “Open in iTunes” to copy the entire voice annota-tion to your iTunes music library, which you can then transfer to your iPod.

TIP: You can use the Voice Annotation toolbar item to start, monitor, and stop your recording.

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NoteBook 3.0

Adding Sticky Notes and Flags

In NoteBook you can add Sticky Notes and Flags to your Notebook pages. Notes and flags are perfect for quick notes that you want to attach to pages. The benefit of NoteBook Sticky Notes and Flags over their real-world counterparts is their appearance in the Multidex: if you ever need to locate a note or flag, just look up a word it contains in a text Multidex page.

Adding a Sticky Note or Flag to a PageChoose a note from the Notes → Sticky Note menu to add a Sticky Note to the current page.

Once you’ve added a note to a page, begin typing to fill the note with text. To end editing, press Escape or click outside of the note.

Drag the resize corner to resize the note, and Option drag the corner to change the note’s rotation.

When you turn away from a page that has Sticky Notes attached, if any portion of a Sticky Note extends beyond the border of the Notebook you can click that visible portion to return to the page.

The Notes menu contains two other sticky note styles: Sticky Flags and Sticky Reminders. Both flags and reminders start off wide but not very tall in size. Reminders include a word like Urgent or Fax.

Sticky Notes and Flags do not appear when you print or export as a website, but they do appear in the Multi-dex’s text pages, under the words they contain.

Moving and Removing Sticky Notes and FlagsYou can reposition a Sticky Note by dragging it with the mouse. If you’re editing the note’s text you must first exit edit mode before moving the note with the mouse.

To remove a Sticky Note, drag it away from the page until you see the “poof” cursor, then release the mouse.

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Attaching a Sticky Flag to a Cell in the OutlineYou can attach a Sticky Flag to a cell in a page’s outline. The flag will move with the cell as you move it through the outline, and will disappear if you hide the cell by collapsing its parent or scroll the cell out of view.

To attach a flag to a cell, drag the flag until it’s positioned over the cell, then press and hold the Option key - NoteBook adds an arrow to the flag, and outlines the cell to show that the flag will attach to it when you release the mouse.

Adding Sticky Notes and Flags Using the ToolbarYou can also add Sticky Notes and Flags by dragging them out from the Sticky Note toolbar item. Click and hold the toolbar item to see a menu of available note and flag styles.

Linking a Cell to the Web, Another Cell, or a Page

You can attach Link Stickers to cells in a page’s outline, for quick access to web pages or to other cells and pages in the same Notebook. You can also use Link Stickers to create links between different Notebooks.

Adding a Link Sticker for a URL or E-mail AddressTo add a Link Sticker for a URL or e-mail address to a cell, select the cell and choose Edit → Link → To the Web…. Then enter the URL or e-mail address in the sheet that appears, and optionally set the link color.

Click the Link Sticker to open the link, or click and hold to see its URL.

You can add as many Link Stickers as you like.

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Linking a Cell to Another Cell or PageCreating a link between a cell and another cell or page is a two-step process. To begin, select the source cell and choose Edit → Link → To a Cell or Page.

NoteBook adds a Link Sticker to the source cell. The Sticker remains disabled until you complete the link.

To complete the link, first locate the destination cell (in the same page, a different page, or even a different Notebook) and choose Edit → Link → Complete Link to Cell.

NoteBook draws a link arrow to indicate that the link is complete.

NoteBook also adds a Snap Back Sticker to the destination — click it to return to the source cell.

To link instead to a page, deselect all cells on the page and choose Edit → Link → Complete Link to Cell.

Click and hold the Link Sticker to see informa-tion about the link destination.

NoteBook adds a Snap Back Sticker to the destination by default. You can change this behavior in NoteBook preferences. You can add as many links to a cell as you like.

Quickly Creating Links using Point-and-Click LinkingYou can also use “Point-and-Click” linking to create links between pages, saving trips to the menus. To initiate the link, Press Control-Option to enter Link Mode — NoteBook changes the cursor to a link cursor. While in Link Mode, click the source cell’s cell control. This sets the link source. Next, locate the destination cell and while in Link Mode click its cell control, or, to create a link to a page, click the page’s header area above its name.

While in Link Mode you can press the keys 1 through 7 to change the Link color.

6Diagrams, Sketches and HandwritingAdding Diagrams and Sketches to Pages 66Adding Handwritten Notes to a Page 67Annotating PDF Documents with Diagrams and Sketches 68

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Adding Diagrams and Sketches to Pages

When words won’t suffice for capturing a thought or concept, add diagram or sketch to your Notebook pages.

Adding Shapes and Lines to a PageChoose a shape from the Shapes menu to add a shape the current page. Drag a resize knob to change the shape’s size, or Option-click the knob to change its rotation.

Double-click the shape to place text within its bounds. The Shape Inspector (Window → Inspector) contains controls for changing other attributes of a shape, such as its fill color and shadow.

The Shapes menu also contains lines that you can add to connect shapes into diagrams. Drag a line endpoint to a shape to connect the line to that shape. The Shape Inspector contains controls for changing line attributes such as its mid-point and line endings.

You can also add shapes and lines by dragging them out from the Shape and Line toolbar items. Click and hold the toolbar item to see a menu of available shape and line styles.

Working with the Shape LayerWhen you add a shape or line to a page, the object lives in a transparent layer above the page’s outline. You can show or hide this layer with the View → Shapes command. In addition, if you plan to work exclusively with the shape layer choosing View → Focus on Shapes will prevent mouse clicks and key events from entering the outline beneath the shapes.

Adding an Attachment to the Shape LayerYou can add an attachment to the shape layer by holding down the Shift key while dropping the attach-ment onto the page. You can also make dragging to the shape layer be the default action - see NoteBook preferences.

Adding a Sketch to a PageIn addition to shapes you can use the mouse or a tablet stylus to add a sketch to a Notebook page. Sketch-ing requires that you add the Ink toolbar item to the toolbar (View → Customize Toolbar…).

Clicking and holding the Ink item reveals its menu with commands for changing the mouse mode. There are three mouse modes:

n Mouse Mode - the mouse or stylus can select and drag items in the shape layer

n Sketch Mode - the mouse or stylus draws on the shape layer; with a stylus, NoteBook varies the line thickness based on the pressure you apply to the tablet

n Write Mode - NoteBook converts the strokes you make using the stylus to text (tablet-only)

To begin sketching, use the Ink toolbar item to switch to sketch mode. You can also click the Ink toolbar item to switch between modes.

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The Ink item’s Set Pen Width and Color brings up a Colors panel that includes a special control for adjusting the pen’s width. NoteBook does not current support the tablet stylus’ eraser.

The Ink toolbar item has a command for setting the pen color and width.

Adding Handwritten Notes to a Page

If you have a tablet you can use the stylus to write words on a Notebook page, which NoteBook converts to text using the “InkWell” technology built into OS X. You cannot use InkWell without a tablet.

Writing on a PageTo begin writing on a page, switch to Write mode using the Ink toolbar item.

As you write words, NoteBook periodically adds bubbles with the text interpretations of what you’ve written - click a bubble to see InkWell’s list of likely interpretations.

Choose an alternate interpretation from the list, or Edit for a sheet where you can type your own text or rewrite the word using the stylus.

To rewrite using the stylus, just start writ-ing anywhere on the screen. As you write, a yellow “writing pad” will appear beneath your strokes. When you stop writing, OS X will fill the edit field with its interpreta-tion of what you’ve written. You can also use InkWell gestures to make corrections (you cannot use InkWell gestures when you’re writing on a Notebook page).

By default, NoteBook displays text interpretation bubbles whenever it converts your writing to text. Choose Show Text Interpretations in the Ink toolbar item to hide the interpretation bubbles.

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Annotating PDF Documents with Diagrams and Sketches

NoteBook makes annotating PDF documents easy. Once added to a Notebook, you can use the diagram-ming and sketching features to mark up the document, then print it back out to generate a PDF with the markups. For example, if you’re a student and your professor hands out class notes in PDF form, you can add the PDF notes to your Notebook and mark up the notes within NoteBook.

Adding a PDF Document for AnnotationTo add a PDF document for annotation, drop the PDF onto a Notebook. By default NoteBook asks if you want to annotate it. When you click yes to annotate, NoteBook creates a Notebook page for each page in the PDF document, and sets the PDF page to be the background of the Notebook page.

Once the PDF pages have been added to the Notebook you can use the diagramming, sketching and other tools to add annota-tions to the PDF.

Choose File → Print and Save as PDF to generate a new PDF document from the Notebook pages that includes the annota-tions.

7Working with To Do Items

Adding a Checkbox, Due Date and Priority 70Managing The Appearance and Order of To Do Items 71Using the Multidex to Manage To Dos 72Exporting To Do Items to iCal and Entourage 73

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Adding a Checkbox, Due Date and Priority

The Outline → Action Item menu contains commands for managing to do items that you’ve added to a page’s outline.

Working with CheckboxesThe Outline → Action Item menu contains commands for tracking action items in cells:

n Add/Remove Status Checkbox - adds/removes a checkbox to/from the page’s selected cells

n Change To Do Status - checks or unchecks a cell’s checkbox; you can also click in a checkbox to change its status

n Add a CheckBox to New Cells - sets NoteBook to automatically add a checkbox to each new cell you add to the current page

Setting a Cell’s Due DateChoose View → Due Dates to hide or show cell due dates, and Outline → Action Item → Set Due Date to display a field for setting a cell’s due date.

With due dates visible you can also click in the due date area next to a cell to start typing the due date. This field understands words like “today” and “Friday.”

Click the calendar icon to reveal a calendar control for graphically setting the due date.

NoteBook preferences presents options for automatically setting a cell’s due date based on the due date and completion status of its child cells.

Emptying the field clears the due date. A cell does not need a checkbox to have a due date.

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Setting a Cell’s PriorityChoose View → Priorities to hide or show cell priorities, and choose a priority setting from the Outline → Action Item menu to change a cell’s priority.

With priorities visible you can also click and hold in the priority area next to a cell to reveal a priority menu. NoteBook tracks four priority values.

You can choose a dif-ferent priority symbol style in NoteBook preferences.

Managing The Appearance and Order of To Do Items

Changing the Appearance of “Due Soon,” “Due Today,” and “Overdue” ItemsNoteBook’s preferences panel contains options for how items that are “due soon” or “overdue” should appear. For example, you can set NoteBook to draw “overdue” items in red.

“Striking Through” and Hiding Completed ItemsNoteBook’s preferences panel contains options for how completed items should appear. For example, you can set NoteBook to draw complete items with a “strikethrough” or using a special color.

Choose Outline → Action Item → Hide Completed Items to set NoteBook to hide completed items. NoteBook does not hide them immediately - it waits until you turn away from their page, or the start of a new day.

Keeping To Do Items Sorted with Auto-sortingYou can set NoteBook to keep your to dos sorted as you make changes or add more. With a parent cell se-lected, choose a sort from the Outline → Auto-sort menu. The Prioritize sort was designed to manage ac-tion items, bubbling high-priority items to the top of the list, and bubbling completed items to the bottom.

If your action items live at the top level of a page’s outline, deselecting all cells and choosing a sort from the Auto-sort menu will set the page to auto-sort its cells.

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Using the Multidex to Manage To Dos

Managing To Dos in the MultidexThe To Do Items page in the Multidex shows all of the cells with checkboxes within a Notebook, grouped by their completion status.

While other Multidex pages are static, you can modify the cells that appear on this page. Check off an item or change its due date, for example, and NoteBook moves it to the correct category.

NoteBook sets the To Do Items Index page to auto-sort its cells using an Auto-sort Sticker. Use the Sticker to change the sort or disable auto-sorting.

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Exporting To Do Items to iCal and Entourage

Exporting To Do Items to iCalChoose Page → Sync Action Items to iCal to add a page’s action items to your iCal calendar. An action item is any cell with a status checkbox.

NoteBook creates cal-endars for the action item status categories, or names the calen-dars after the pages you sync to iCal.

Action items appear in iCal’s To Dos list. For action items with a due date, NoteBook optionally adds them to iCal as calendar events.

A page synced with iCal displays an iCal Sticker next to its name.

Use iCal’s calendar list to hide or show a subset of your actions items. For example, uncheck the “Due Today” calendar to hide all of the items due today, or uncheck all calendars except “Incomplete” to see just your incomplete items.

As you add or modify action items, NoteBook sends those changes to iCal. Any changes you make in iCal, however, won’t appear in your NoteBook pages.

The next time you sync iCal to your iPod, iCal will add your NoteBook action items to your iPod’s calendar.

Exporting To Do Items to EntourageYou can also export your to do items to Entourage - use NoteBook’s preferences panel to set Entourage as your calendar application of choice. You can export to Entourage or iCal but not both.

Adding an iCal Alarm to a To Do ItemChoose Outline → Action Item → Add an iCal Alarm to add an iCal alarm to one of your to do items. Note that you must first sync a page’s action items to iCal before you can add an iCal alarm to any of its to do items.

8Searching Using the Multidex and Super-FindQuickly Locating Information Using the Multidex 76Precise Searches Using Super-Find 77

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Quickly Locating Information Using the Multidex

NoteBook’s patented Multidex™ appears at the back of every Notebook and contains pages that make it easy to quickly locate information by what little you remember about it: a name, a number, the date you entered it.

Multidex PagesThe Multidex contains many different pages, each providing a different view of the contents of a Notebook. There are Multidex pages for text, dates and other attributes.

The Text page lists all of the words in use within the Notebook. Click a letter to jump to the words that begin with that letter on the page.

Clicking a word expands it to show the notes that contain it and where.

Clicking a bullet jumps you to the note’s page and selects it.

By default, NoteBook collapses each note to just the first line of text containing the word. Use the Multidex Page Options Sticker to view matching notes in their entirety.

Each Notebook’s Multidex contains the following pages:

n Text — all of the words within the Notebook

n Capitalized Words — all of the capitalized words within the Notebook

n Numbers — all numbers within the Notebook

n Internet Addresses — all e-mail addresses and URLs within the Notebook

n Highlighting — each highlighter used within the Notebook and the notes that use it

n Keywords — the Keywords used within the Notebook and the notes that use them

n Stickers — the Stickers used within the Notebook and the notes that use them

n To Do Items — the notes with to do checkboxes

n Attachments — the types of attachments within the Notebook and the notes that contain them

n Discarded Attachments — the attachments that do not appear in any note but still reside within the Notebook

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n Creation Dates — the dates on which notes were added to the Notebook and the notes that were added

n Change Dates — the date on which notes were changed in the Notebook and the notes that were changed

n Due Dates — the due dates assigned to notes in the Notebook and the notes that have due dates assigned

Precise Searches Using Super-Find

NoteBook support regular find (Edit → Find → Find…), but it also includes Super-Find. With Super-Find, NoteBook uses all of the Multidex pages to locate information very precisely. For example, if you know that a note was added after a particular date, and has a particular Keyword attached to it, you can use the Super-Find panel to see just those notes added after that date and with that Keyword.

Searching Using Super-FindChoose Edit → Find → Super Find… to search for notes with certain words and/or attributes. NoteBook displays the search results in the Index section’s Super-Find Results page.

Use the Super-Find panel to search for cells with particular text, Keyword, Sticker, date, priority, action item status and high-lighting settings.

In the Keywords & Stickers section, command click items to create a multiple selection.

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Advanced Text Searching with Super-FindEnter several words in the Super-Find panel’s text field to search for cells containing all of the words.

When you enter multiple words, NoteBook matches cells that con-tain them all. NoteBook also ignores word order, so a search for “contact suppliers” will also match cells with “suppliers contact”.

For more precise text searching, enclose the word or phrase in quotes. Enclosing words in quotes causes NoteBook to perform a “brute-force literal” search. Brute-force searches are less efficient than the normal indexed searches, but can match text strings more precisely.

Capitalizing a word within the quotes causes NoteBook to perform a “case-sensitive” literal search for that word. In this ex-ample, NoteBook will match cells containing “Contact suppliers” and “Contact Suppliers” but not “contact suppliers”.

9Printing, Importing, Exporting, and Website PublishingPrinting Pages in a Notebook 80Importing Files From Other Applications 81Sharing Pages and Notebooks 82Exporting a Notebook to Other File Formats 82Publishing a Notebook as a Website 83Advanced Website Export Options 85Exporting Notes to Your iPod 87

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Printing Pages in a Notebook

Printing PagesChoose File → Print… to print pages from your Notebook.

By default NoteBook prints the current Notebook page. You can set NoteBook to print all pages or a page range. If a Note-book page contains more information than can fit within a single printed page, NoteBook uses two or more pages to print it.

The Print sheet contains options for including the Cover page in the printout, and customizing the layout, appear-ance, and how page numbers are printed. If you’re running Tiger, choose “NoteBook” from the print options popup menu to see these options.

Setting Page MarginsChoose File → Page Setup… to set page margins. In the sheet that appears, choose NoteBook from the Settings popup menu, then Enter your new margin settings in NoteBook’s custom page setup pane.

Exporting to PDFTo create a PDF version of a Notebook, choose File → Print…, then choose the Save as PDF… option in the Print sheet’s PDF button.

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Importing Files From Other Applications

Importing refers to the conversion of files created by other applications into NoteBook outlines and text. If you want to simply add a document to a Notebook, keeping it as a separate file that lives within a Notebook, just drag-and-drop the file onto a Notebook page.

Importing FilesChoose File → Import to import documents created by other applications into a Notebook page. NoteBook imports the following file formats:

n .txt — plain text

n .rtf/.rtfd — rich text

n .doc — Microsoft word processing format; NoteBook uses the .doc file reader built into OS X

n .opml — “Outline Processor Markup Language,” a popular XML-based file format supported by many outlining applications

When importing, NoteBook recreates any outline structure it detects within the document: NoteBook con-verts each line of text ending in a Return character into a single cell. NoteBook also counts the number of tab characters at the start of each line and indents the cell that many times.

Importing NoteTaker NotebooksIf you have documents created by the old NoteTaker application, you can import them into NoteBook.

In NoteTaker, choose File → Export NTML… → Export Notebook. In the panel that appears, turn off the option to generate separate page files, and choose “NTML” from the XSLT Transform popup. Clicking Save places the NTML output in the folder you specify in the Save As text field.

In NoteBook, choose File → Open… and select the .xml file in the NTML output folder.

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Sharing Pages and Notebooks

Sharing Pages Using Page BundlesYou can share pages with other NoteBook users by sending them a Page Bundle. A Page Bundle is a collec-tion of pages copied from one of your Notebooks, along with all of their attachments, bundled up into a file that cannot be mangled by e-mail systems.

To create a Page Bundle, turn to the page you want to share, press the Op-tion key to change the Notebook’s title bar icon to a Page Bundle icon, then drag the Page Bundle icon from the title bar to a Mail or Finder window.

When another NoteBook user receives the Page Bundle, they can double-click it to open it, or drop the bundle on one of their Notebooks to add its pages to that Notebook.

Page bundles have the file extension .nbpb, to distinguish them from regular NoteBook documents. They also have a different file icon.

Sharing Notebooks via E-mailBecause some e-mail systems “mangle” Notebooks, you should “zip” or “stuff” them before including them in an e-mail message. For example, locate the Notebook you want to e-mail in the Finder, then choose File → Compress to create a zipped version of the Notebook that you can then send in e-mail.

Also, before e-mailing a Notebook you may want to reduce its size by removing any “discarded” attachments, using the Discarded Attachments Multidex page.

Exporting a Notebook to Other File Formats

Exporting to Other File FormatsChoose File → Export… to export a Notebook to one of the following file formats:

n .txt — plain text, readable by text editors but does not preserve fonts or attachments

n .rtf/.rtfd — rich text, readable by most text editors and preserves fonts and attachments (NoteBook uses the .rtfd file format if the exported pages contain attachments)

n .doc — Microsoft word processing format, preserves fonts and attachments (except those in Media Frames) but is not readable by most applications; NoteBook uses the .doc file generator built into OS X

n .opml — “Outline Processor Markup Language,” a popular XML-based file format supported by many outlining applications; it preserves the outline structure but not fonts and attachments

n .nbpb — NoteBook Page Bundle, for sharing one or more pages with other NoteBook users

n .nbml — “NoteBook Markup Language,” an XML-based file format that preserves fonts and attach-ments but is not readable by most applications

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Publishing a Notebook as a Website

You can turn any Notebook into a website, which you can then share with other computer users.

Publishing a Notebook Website to Your Hard DiskChoose File → Export as a Website → To Disk… to display the website export sheet. By default, NoteBook places the Notebook’s website components in the Sites folder in your home folder, in a folder with the Note-book’s name. You can export all pages, a page range, or just the current page.

The web version looks and behaves like the original Notebook - you can even still expand and collapse cells in the page’s outline.

If a page has attach-ments, NoteBook copies them all into the website export folder. Clicking the attachment’s icon displays or downloads the attachment.

Whenever you change your Notebook you can update the web-site version by choos-ing File → Export as a Website → Export Changes.

NOTES: Web pages have no notion of a “ruler,” so there are no tab-stops in the Notebook web pages. If you use tabs to create columns within a Notebook page, web browsers will most-likely not display the columns correctly. If you assign a password to your Notebook, the web version will not be password-protected. NoteBook cannot generate web versions of a Notebook’s Index pages.

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Creating a “Sidebar”-style WebsiteYou can set a Notebook to export as “sidebar”-style website, where the browser window opens onto two frames: a narrow “sidebar” frame on the left listing page names, and a main frame where each page gets displayed. Clicking on a link in the sidebar frame displays the selected page in the main frame.

In the Notebook section of the Export pane of the Actions Inspector (Window → Inspector), choose “Create a Sidebar”.

NoteBook builds the sidebar from the Note-book’s Contents page. Typically the Contents page’s fonts are too large for the sidebar’s narrow width, so NoteBook reduces their size by the per-centage specified in the Export pane in the Inspector. NoteBook won’t reduce any font to less than 11pt.

If you have one or more pages you don’t want to appear in the sidebar you can use the Export Inspector pane to exclude them.

Notes About Lined Paper Styles and Other Page BackgroundsBecause of limitations in web pages, if a page has a lined paper style, only the left margin line carries over to its website version. In addition, if a page has a background image, that image only appears in the website if the image is “tiled.” The background image will not appear if it’s scaled or centered.

You can use the Page Output section of the Export pane in the Actions Inspector (Window → Inspector) to customize the look of exported pages. For example, you can choose not to export the page background or the page curl control.

Notes About Image Attachments and Their ThumbnailsIf an attachment contains a PDF document, clicking the image thumbnail in the web page initiates a download of the original PDF document. If an attachment contains another type of image file, such as a PNG or JPEG, clicking the image thumbnail in the web page does nothing. You can change this behavior in the Website Export Thumbnail Image Settings sheet. To access the sheet, Control-click an attachment and choose Website Export Thumbnail Image Settings… from the contextual menu that appears. In the sheet that appears you can specify what happens when the user clicks the attachment’s image in the website: open the original document, for example.

For JPEG images, you can control the thumbnail image’s file size by setting its compression factor. This com-pression setting does not affect the original JPEG document, only the thumbnail.

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Publishing a Notebook Website Using a CDYou can give users on other computers a copy of your Notebook website by storing it to a CD. Drag the website folder from its location on your computer’s hard drive to a blank CD, and then burn the CD. To view the website from the CD, double-click the index.html file within the website on the CD. You can view the Notebook website on any Mac, PC or Linux computer with a CD drive.

Publishing a Notebook to MobileMe or an FTP AccountWhen you choose File → Export as a Website → To Disk…, NoteBook places the results on your com-puter’s hard drive. If you want to publish the results to the Internet, you must use a file transfer program to upload them to a web server. You can skip the hard drive step completely by publishing directly to your MobileMe account or an FTP or SFTP account.

Choosing File → Export as a Website → To the Web… creates a website from your Notebook and stores it directly into your MobileMe account or FTP or SFTP server. When you export to MobileMe, NoteBook places the results in the Sites folder of your MobileMe account.

When exporting to FTP or SFTP, NoteBook asks for your account information and the export destination folder in your account. NoteBook creates a folder with the site name within the destination folder, and places the website in that new folder.

Advanced Website Export Options

About NoteBook’s Website ExportWhen exporting as a website, NoteBook creates a set of files and folders within the Notebook’s export folder:

n attachments — a folder containing the page’s attachments

n images — a folder containing supporting image files

n index.html — the Notebook’s first exported page

n pages — a folder containing each page’s web file

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Use the Export pane in NoteBook’s Inspector (Window → Inspector) to customize where NoteBook places these folders and files, and even the export process itself.

Choose a custom name for the page’s web file.

The export style pop-up lets you choose an export location style for the current page. Create new styles or use the default one.

Each location style specifies the top-level export path, and the names of subfolders within the that path. If you set the export folder, NoteBook won’t ask you for one at export time. Each subfolder is relative to the export path, but you can choose an absolute path.

The “Use cell text as contents” option tells NoteBook to fill the page’s web file with the text contents of the page.

Once you’ve chosen “Use cell text as contents” for a page, place the custom web code within the page’s cells. Here’s an example from the NoteBook Help Notebook:

During export, Note-Book fills the page’s web file with this text.

NoteBook ignores hidden cells — a cell’s parent must be expanded for its text to be included.

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Exporting Notes to Your iPod

You can export the text of any page’s outline to your iPod. Your iPod must follow Apple’s “notes” specifica-tion, which Apple has not implemented on all iPods. For example, iPhones and iPod Touches do not support the notes specification.

Exporting to an iPodChoose Page → Sync Page to iPod to add a copy of a Notebook page’s outline to your iPod.

NoteBook adds an iPod Sticker to synced pages.

NoteBook places synced pages in a NoteBook folder in your iPod’s Notes folder.

Choose a page from the list. Do not choose the “{nbfiles}” entry — this is a collec-tion of administrative files.

When you view a page, the first screen is a list of its top-level cells.

Selecting a cell displays that cell’s children, and so on.

When you change a synced page, NoteBook syncs those changes to your iPod after you save the changes. If your iPod isn’t attached when you save changes to a synced page, that’s OK — NoteBook collects the changes until the next time you attach your iPod to your computer. But if NoteBook isn’t running when you attach your iPod, the changes won’t get transferred. NoteBook syncs pages to your iPod without the help of Apple’s iSync application. NoteBook syncs pages without the help of Apple’s iSync application.

10Menu Guide

NoteBook 90File 91Edit 92View 93Page 94Outline 95Notes 96Shapes 96Format 96Window 97Help 97

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NoteBook

About NoteBook… — displays NoteBook’s About panel

Check for a New Version — checks the Circus Ponies website for a newer version of NoteBook than the one you’re running

Preferences… (Cmd-Comma) — toggles NoteBook’s Preferences panel

License Manager… — displays NoteBook’s License Manager

Show License Agreement… — displays the NoteBook software license agreement

Services — lists the Services provided by other applica-tions to operate on the current selection

Hide NoteBook (Cmd-H) — hides the NoteBook application

Hide Others (Option-Cmd-H) — hides all applications except NoteBook

Show All — reveals all hidden applications

Quit NoteBook (Cmd-Q) — quits the NoteBook application

9110Menu Guide

NoteBook 3.0

File

New (Cmd-N) — creates an new, untitled Notebook

New from Starting Point… — opens a panel of Note-book templates for common tasks

Open… (Cmd-O) — displays the Open panel

Open Recent — lists the Notebooks you’ve recently opened

Close (Cmd-W) — closes the current Notebook

Save (Cmd-S) — saves the current Notebook

Save As… (Shift-Cmd-S) — saves the current Notebook to a new location on your computer

Save All — saves all unsaved Notebooks

Revert to Saved… — discards all changes you’ve made to the current Notebook since you last saved it

Import… — imports the contents of files in certain file formats into a Notebook page

Export… — saves some or all of the current Notebook in a file format that can be read by other applications

Export as a Website… — contains commands for saving some or all of the current Notebook as a website, to your hard disk or the web

Cover (Control-Cmd-K) — toggles Notebook’s cover page

Set Password… — sets the password required to open the Notebook

Page Setup… (Shift-Cmd-P) — displays the Print Page Setup sheet

Print… (Cmd-P) — displays the Print sheet

92 10Menu Guide

NoteBook 3.0

Edit

Undo (Cmd-Z) — undoes the most recent command

Redo (Shift-Cmd-Z) — redoes the most recent com-mand

Cut (Cmd-X) — removes the current selection and stores it on the Clipboard

Copy — commands to copy the current selection to the Clipboard

Paste — commands to paste the Clipboard’s contents

Delete — removes the current selection without storing it on the Clipboard

Select All (Cmd-A) — selects all text or cells

Deselect All (Shift-Cmd-A) — deselects all cells

Insert — commands to insert line breaks, page breaks, smart quotes, and time and date stamps

Remove — commands to remove page breaks

Complete (Option-Escape) — presents a list of comple-tions for the word you’re currently typing

Assign as Keyword (Option-Cmd-K) — converts the current text selection into a Keyword and adds it to the current cell, or removes the Keyword represented by the current selection from the cell

Highlight — commands for highlighting the current cell or text selection, setting the current highlighter

Link — commands for creating web and cell links, setting the current link color

Find — commands for finding text within a Notebook

Filter — commands for filtering text

Spelling — commands for spell checking

Speech — commands to start and stop speaking the cur-rent selection

Edit LinkBack Item — opens a LinkBack item in its editor application

Special Characters… — opens the Characters palette

9310Menu Guide

NoteBook 3.0

View

Ruler (Cmd-R) — toggles the text ruler

Contents Card (Option-Cmd-Home) — toggles Con-tents Card display

Navigation Bar — toggles navigation bar display

Toolbar (Cmd /) — toggles toolbar display

Customize Toolbar… — reveals a sheet for configuring the toolbar

Creation Dates — toggles creation dates display

Change Dates — toggles change dates display

Due Dates — toggles due dates display

Show Date and Time — toggles display of dates and times in the dates column

Shapes — toggles Shape display

Focus on Shapes (Option-Cmd-S) — toggles direction of all mouse clicks and key presses to the Shape layer

Stickers — toggles Sticker display

Keywords (Cmd-K) — toggles Keyword display

Checkboxes — toggles status checkbox display

Priorities — toggles priority display

Notes Column (Control-Cmd-H) — toggles Cornell Note Taking page notes column display

Zoom — commands for changing the Notebook’s visual scale

94 10Menu Guide

NoteBook 3.0

Page

Note Page (Shift-Cmd-N) — adds a new Note page to the current Notebook

Writing Page — adds a new Writing page to the current Notebook

Cornell Note Taking Page — adds a new Cornell Note Taking page to the current Notebook

To Do Page — adds a new to do page to the current Notebook

Divider Page (Option-Cmd-N) — adds a new Divider page to the current Notebook

Delete Current Page — deletes the current page from the Notebook

Remove Multidex — deletes/adds the Multidex pages from the Notebook

Go — commands for jumping to a different page in the Notebook

Paper Style — commands for changing the current page’s paper style

Add a/Remove Tab (Shift-Cmd-T) — adds a tab to or removes a tab from the current page

Add a/Remove Clipping Service — adds or removes a Clipping Service to or from the current page

Voice Annotate... (Option-Cmd-R) — adds a voice an-notation to the current page

Sync Action Items to iCal/Entourage — syncs the page’s action item cells to iCal or Entourage

Sync Page to iPod — syncs the page’s outline to your iPod

Prevent Editing — locks or unlocks the current page so that it’s not possible to make changes

Encrypt within Notebook — encrypts/decrypts the cur-rent page’s data file on disk

Show Page Inspector… — reveals the Page Inspector

9510Menu Guide

NoteBook 3.0

Outline

New Cell (Return) — adds a new cell

New Cell Above (Shift-Return) — adds a new cell above the selected cell

New Table — adds a new table to the outline (not avail-able in the initial 3.0 release)

Show Full Cell Text (Escape) — toggles the selected cells to show just their first line of text

Expand and Collapse — commands for expanding and collapsing cells

Move — commands for moving cells within the outline

Join (Shift-Cmd J) — combines two or more sibling cells into one

Divide (Control Return) — creates two cells from one, splitting the current cell apart at the text insertion point

Paragraph Mode (Cmd-Escape) — tells NoteBook to add a Return character when you press the Return key

List Mode (Cmd-L) — causes the Return key to both end editing and create a new cell

Hoist (Shift-Cmd-H) — focuses the page on one cell and its descendants

Unhoist (Option-Shift-Cmd-H) — undoes one level of hoisting

Unhoist All — unhoists all hoisting

Cell Controls — commands for hiding and showing cell controls

Cell Spacing — commands for adjusting the inter-cell spacing

Numbering — commands for configuring the cell num-bering style

Auto-Sorting — commands for configuring auto-sorting

Add Keyword — shows a field for typing a Keyword to add to the current cell

Action Item — commands for configuring cells as action items

Remove — commands for removing Keywords and Stick-ers from the selected cells

Select — commands for selecting cells

Add a/Remove Clipping Service — adds a Clipping Service to the cell, or removes it.

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NoteBook 3.0

Notes

New Text Note (Control-Cmd-N) — adds a new text note to the page

Sticky Note — commands for adding Sticky Notes to the current page

Sticky Flag — commands for adding Sticky Flags to the current page

Reminder Flag — commands for adding Reminder Flags to the current page

Shapes

The Shapes menu contains commands for adding shapes and lines to the current page.

Format

Font — commands for changing the current font and font style

Text — commands for changing the current text alignment

Shapes — commands for changing the ordering of shapes on the page

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NoteBook 3.0

Window

Minimize (Cmd-M) — minimizes the current window by placing it in the Dock

Zoom — increases the current window to its maximum size

Inspector (Shift-Cmd-I) — toggles NoteBook’s Inspector panel

Bring All to Front — positions all of NoteBook’s windows in front of every other application’s windows

Help

NoteBook Help (Cmd-?) — opens NoteBook’s online help document

Quick Start Guide — opens NoteBook’s Quick Start guide

What’s New in NoteBook 3.0 — displays the NoteBook 3.0 release notes

Watch Online Tutorial Videos — opens a web browser window to the NoteBook online tutorial videos

Visit Discussion Forums — opens a web browser win-dow to the NoteBook online discussion forums

Send Feedback… — brings up the Feedback page on the Circus Ponies website; use this command to report bugs or submit suggestions

11Frequently Asked Questions

“NoteBook Says Someone Else is Using My Notebook?” 100“Can I Install NoteBook on My Desktop and My Laptop?” 100“NoteBook Says My License File is Invalid?” 101“How Can I Remove the Blank Lines NoteBook Has Added to My Cells?” 102“Can I Merge a Notebook I’ve Changed on Two Different Computers?” 102“What Do the ⌘, ⇧, ⌥, ⌃, ⎋, ↩, ⇥, ↖ and ↘ Menu Symbols Mean?” 103“How Do I Hide the Blue Bullets for Cells that Can’t Expand?” 103“How Do I Link a File into a Notebook?” 103“How Do I Change the Paper Style and Font of All Pages in a Notebook?” 104“How Do I Tell NoteBook Not to Add Tabs to New Divider Pages?” 104“How Do I Save a Notebook as a PDF File?” 104“Is There a NoteBook ‘Reader’ Application?” 105“Does NoteBook Run on Windows?” 105“Can I Give Copies of My Notebook Websites to Windows Users?” 105“How Can I Clip — the Contextual Menu Doesn’t Appear and the Services Menu Doesn’t Work?” 105“How Can I Clip — the Services Menu Items are Dimmed or Do Nothing?” 106“How Can I Remove Old Clipping Services?” 106“Why is Printed Text Smaller than Onscreen?” 106“How Do I Set Paper Margins for Printing?” 106“How Do I Print the Cover Page?” 107

100 11Frequently Asked Questions

NoteBook 3.0

“NoteBook Says Someone Else is Using My Notebook?”

“I’m getting the message that my Notebook appears to be open on another computer, but I’m the only person with access to it. What’s happening?”

When you open a Notebook, NoteBook saves a small “lock” file inside of it. If someone else opens that Notebook — if it lives on a network disk, for example — their copy of NoteBook sees the lock and tells them the Notebook is already open. It’s important that NoteBook flag two people opening the same Notebook because the Notebook can become corrupted as each person saves their changes. When you close the Notebook, NoteBook removes the lock file.

If NoteBook or your computer crashes while a Notebook is open, the lock file will still exist the next time you open that Notebook. NoteBook sees the lock file and thinks the Notebook is open on some other computer. Because it’s not really open anywhere else, it’s safe for you to choose “Open to Make Changes.”

“Can I Install NoteBook on My Desktop and My Laptop?”

You can install NoteBook on as many computers as you like, the only restriction is just one of those copies can run at one time.

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NoteBook 3.0

“NoteBook Says My License File is Invalid?”

If you see the message

NoteBook is having trouble finding a valid license file. Why might a license file become invalid? When you enter a license key, NoteBook saves it in a file in ~/Library/Application Support/NoteBook/Licenses. At launch time, NoteBook reads your license information from this file instead of asking you for it.

A license file is unique and becomes invalid when copied. If you ever restore your home folder from a backup, for example, NoteBook may not accept the restored license file. Re-entering your original license key allows NoteBook to generate a new and valid license file.

In the panel above, click Go to License Manager to view your licenses in the License Manager.

Click “Delete” to delete the invalid license file, then “Add” to re-enter your license key.

Be sure to enter your license key and not your license key’s serial number. NoteBook won’t accept the serial number in lieu of the license key.

102 11Frequently Asked Questions

NoteBook 3.0

“How Can I Remove the Blank Lines NoteBook Has Added to My Cells?”

Sometimes NoteBook adds blank lines to the cells on a page:

NoteBook adds blank lines when it determines there’s not enough space to place each line of text on consecutive paper lines.

When a page’s background contains paper lines, NoteBook aligns the text in each cell to the lines on the page. NoteBook inserts a blank line whenever it determines that a line of text won’t fit comfortably beneath the previous line of text. For example, if the page’s line spacing is too narrow, text placed on consecutive lines would overlap without the extra space.

By default, NoteBook sets the page’s line spacing based on the font in the page’s first cell. If the first cell’s font is smaller than the fonts in the cells that follow, NoteBook will add blank lines to those cells to avoid overlap. To remove the blank lines, you can either set the cells on the page to use the same font, or choose a different line spacing option in the Page Background Inspector (Window → Inspector).

“Can I Merge a Notebook I’ve Changed on Two Different Computers?”

It is not currently possible to merge the same Notebook, changed on two different computers, into a single document. For example, if you copy a Notebook from your desktop to your laptop and then change each copy separately, you cannot combine the two copies back into a single document.

10311Frequently Asked Questions

NoteBook 3.0

“What Do the ⌘, ⇧, ⌥, ⌃, ⎋, ↩, ⇥, ↖ and ↘ Menu Symbols Mean?”

Each symbol corresponds to a key on your keyboard:

⌘ — Command/Apple key

⇧ — Shift key

⌥ — Option/Alt key

⌃ — Control key

↩ — Return key

⇥ — Tab key

⎋ — Escape key

↖ — Home key (Function-Left Arrow on laptops)

↘ — End key (Function-Right Arrow on laptops)

By The WayWhy did we choose these symbols for these keys? We didn’t — these are the symbols Apple selected for the OS X user interface.

“How Do I Hide the Blue Bullets for Cells that Can’t Expand?”

Choose Outline → Cell Controls → Of Non-Empty Cells to hide the cell controls of empty cells, or Outline → Cell Controls → Of Parent Cells Only to hide the cell controls of cells with no children

“How Do I Link a File into a Notebook?”

Press the Option key while dragging to get the link cursor. When you release the mouse, NoteBook will cre-ate an Alias to the original file, which means that it will track it wherever you move the original file on your computer. You can make linking your default drag-and-drop action in NoteBook preferences.

104 11Frequently Asked Questions

NoteBook 3.0

“How Do I Change the Paper Style and Font of All Pages in a Notebook?”

Use the Notebook Inspector to change the paper style and font of all of the pages in a Notebook. The Note-book Inspector displays the current default paper style and font settings for the Notebook.

You can set the default paper style and font for all new Notebooks in NoteBook preferences.

“How Do I Tell NoteBook Not to Add Tabs to New Divider Pages?”

By default, NoteBook adds a tab to each new Divider page you add to a Notebook. The Notebook Inspector (WIndow → Inspector) contains an option to disable this behavior. You can set NoteBook not to add tabs to new Dividers for all new Notebooks in NoteBook preferences.

“How Do I Save a Notebook as a PDF File?”

To create a PDF version of a Notebook, choose File → Print…, then choose the Save as PDF… option in the Print sheet’s PDF button.

10511Frequently Asked Questions

NoteBook 3.0

“Is There a NoteBook ‘Reader’ Application?”

There is no separate NoteBook reader application — you must have a copy of NoteBook to open a NoteBook document.

However, with NoteBook’s website export feature, you can create websites that look and behave much like the original NoteBook document, and any computer user with a browser can view them.

“Does NoteBook Run on Windows?”

NoteBook does not run on Windows. NoteBook is available exclusively on Mac OS X.

“Can I Give Copies of My Notebook Websites to Windows Users?”

Yes - you can give users on other computers a copy of your Notebook website by storing it to a CD. Drag the website folder from its location on your computer’s hard drive to a blank CD, and then burn the CD. To view the website from the CD, double-click the index.html file within the website on the CD. You can view the Notebook website on any Mac, PC or Linux computer with a CD drive.

CLIPPING

“How Can I Clip — the Contextual Menu Doesn’t Appear and the Services Menu Doesn’t Work?”

Not all applications properly support the OS X Services menu or contextual menu plug-ins, especially older “Carbon” applications. If you ever encounter an application that supports neither, you can clip using Note-Book’s Dock icon: copy the selection to the Clipboard, then Control- or right-click NoteBook’s Dock icon and choose a Clipping Service from the Paste to menu.

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NoteBook 3.0

“How Can I Clip — the Services Menu Items are Dimmed or Do Nothing?”

Not all applications properly support the OS X Services menu. If you ever make a selection and find the clip-ping service items are dimmed, try clipping using the contextual menus. If the application does not support contextual menu plug-ins, you can clip using NoteBook’s Dock icon: copy the selection to the Clipboard, then Control- or right-click NoteBook’s Dock icon and choose a Clipping Service from the Paste to menu.

“How Can I Remove Old Clipping Services?”

If Clipping Services appear for a Notebook that no longer exists, you can remove the old Clipping Services using the Clip pane of the Actions Inspector (Window → Inspector).

PRINTING

“Why is Printed Text Smaller than Onscreen?”

By default, NoteBook prints a page exactly as it appears onscreen, including how the text wraps. If you print a Notebook that has a very wide window, NoteBook has to scale the text in the printed output to maintain the same text wrapping. You can turn off this scaling in NoteBook’s printing customization options. Choose File → Print to reveal the Print sheet, then in NoteBook’s custom printing section choose the “Conform to selected paper size” text wrapping option to disable scaling. If you’re running Tiger, choose “NoteBook” from the Print sheet’s Options popup to see NoteBook’s customization options.

“How Do I Set Paper Margins for Printing?”

Choose File → Page Setup… to set page margins. In the sheet that appears, choose NoteBook from the Settings popup menu, then Enter your new margin settings in NoteBook’s custom page setup pane.

10711Frequently Asked Questions

NoteBook 3.0

“How Do I Print the Cover Page?”

You can set a Notebook to print its Cover page in NoteBook’s printing customization options. Choose File → Print to reveal the Print sheet, then in NoteBook’s custom printing section click the checkbox to print the Cover page. If you’re running Tiger, choose “NoteBook” from the Print sheet’s Options popup to see Note-Book’s customization options.

12Version Info

What’s New in 3 0 110

110 12Version Info

NoteBook 3.0

What’s New in 3.0

Shapes, Sketches and Handwriting Recognitionn NoteBook 3.0 includes the ability to add diagrams and sketches to Notebook pages. These shapes live

in a layer that floats above each page. The toolbar includes an item that, when dragged out, creates a new shape that you can place on the page. There’s a range of shapes to choose from, with attributes like fill color, drop shadow, and stroke thickness that you can set using the Inspector. There’s also a toolbar item with a collection of lines you can use to connect shapes together, with attributes also set using the Inspector. Shapes can contain text, and shapes will appear in the Mutlidex’s text pages under the words they contain.

n The toolbar also contains an “Ink” item that lets you set the mouse mode for drawing in the shape layer (note that this item is not in the default toolbar - you have to choose View → Customize Toolbar… to add it if you want it). Mouse mode lets you move shapes with the mouse or stylus. Sketch mode lets you draw with the mouse or stylus. When using a stylus, NoteBook varies the line thickness based on the pressure you apply to the tablet. If you have a tablet attached, you can also switch to Write mode, where the strokes you make using the stylus are converted to text using Apple’s InkWell handwriting recognition technology. At some point after you write, NoteBook asks InkWell to evaluate your strokes and shows you the best interpretation of what you’ve written. InkWell generally provides ten possible interpretations of handwriting - click an interpretation to see that list, or choose Edit to write a new one. When you choose Edit, NoteBook switches to “write anywhere” mode, which means you should just begin writing the new text anywhere on the screen, under which InkWell will place a yellow pad. By default, NoteBook always shows you how InkWell has interpreted what you’ve written - you can turn them off using the Ink toolbar item.

n The command View → Shapes shows/hides the shape layer, and the command View → Focus on Shapes lets you tell NoteBook you only want to work with items in the shape layer.

n You can add an attachment to the shape layer by holding down the Shift key while you drop it onto the page.

n The Ink toolbar item has a command for setting the pen color and width.

n There is a Shapes menu for adding shapes without using the toolbar.

Outliningn When NoteBook 1.0 first shipped, every page was an outline, and all content lived within outlines.

With the addition of writing pages, shapes, and the like, outlines are no longer pervasive which makes commands like Paragraph Mode and Expand and Collapse odd entries in general menus like Edit and View. For this reason, a new Outline menu has been created that replaces the Cell menu and consolidates all outline-related functionality.

n Also, the default page is called a “Note” page rather than an “Outlining” page. Note pages start off com-pletely empty except for their name. To start creating an outline, press Return. You can also double-click anywhere to place a note at that spot.

n You can now set cell numbering on a per-cell (and descendants) basis. There is no longer the concept of a page-wide outlining style - when opening a 2.1 Notebook in 3.0, NoteBook 3.0 will transfer each page’s numbering settings to its cells.

n You can now set the line spacing of levels in an outline.

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NoteBook 3.0

n There is now an option in preferences to have left/right arrow keys initiate editing rather than turn the page (those shortcuts become Option-Cmd Left/Right Arrow).

n The default line spacing option is now set to “height of tallest cell,” which should avoid the problem of unwanted extra lines after a font change, or the “extra line” problem that often occurs after pasting multi-font text from a web page

n The List Mode/Paragraph Mode default settings in preferences no longer apply just to new Notebooks. NoteBook no longer displays a List Mode indicator on the page.

n Pressing Shift-Return creates a new cell above the current one.

n You can now fully drag cells to copy or move them between pages and Notebooks. In 2.1 you could drag a cell to a Contents Card entry or a page’s tab to deposit the cell on that page. Pressing Option while dragging now copies the cell to that page. Hovering over a tab or moving over a tab pressing the Space bar temporarily turns to that page, allowing you to precisely position the cell on the destina-tion page.

n You can now add a new cell above the current one using the Outline → New Cell Above command.

Indexingn “Multidex” is now the new name for what was called the Index Section. Where an index page was

once referred to as the “Text Index” page, it is now called the Text page within the Multidex.

n Pressing Option-Cmd while opening a Notebook forces a rebuild of its index.

n When using NoteBook on Leopard, NoteBook uses the Leopard “tokenizer” to locate words within a cell. This change should mean little for Western languages but will make a significant difference when indexing languages like Japanese where words are not separated by spaces. If you open a Tiger-in-dexed Notebook on Leopard, or if you open a Leopard-indexed Notebook on Tiger, NoteBook will force a reindex so that the platform-appropriate index is used.

n NoteBook’s indexer has been reworked somewhat, to do a better job of locating numbers and to not break up special strings within the text that are combinations of text and numbers.

n NoteBook now indexes and presents all words within a Notebook. Previously NoteBook used a “stop list” to ignore common words like “the” and “and,” but as of NoteBook 3.0 the stop list concept has been abandoned. A stop list helps reduce the index size on disk, but thanks to another change in how Note-Book saves index information, the index files NoteBook 3.0 generates are 1/2 or less the size of Note-Book 2.1 index files, even without the stop list. The first time you open an old Notebook in NoteBook 3.0, NoteBook will force a rebuild of its index.

NoteBook and Spotlightn All of a Notebook’s text now appears in Spotlight (subject to the 100k limit imposed by Spotlight on

the amount of text it will index from one document). Previously only the words that appeared in a Notebook’s Text Multidex page would appear in Spotlight, which meant words on the stop list did not appear. Also, if a Notebook has encrypted pages, all the text from the Notebook except for that on encrypted pages will appear. Previously if a Notebook included encrypted pages, none of its content appeared in Spotlight.

n When a Notebook opens as a result of a Spotlight search, NoteBook now initiates a Super-Find search on the Spotlight search terms to show you where the Notebook matched the Spotlight search.

112 12Version Info

NoteBook 3.0

Working with Pagesn You can now open a page in its own window, separate from the window of the Notebook that con-

tains it. Opening a page in its own window is akin to temporarily pulling it out of the main Notebook, so while a page resides within its own window you cannot turn to it within the main Notebook win-dow. Any changes you make to a page in its window are preserved when you save the Notebook or close the page’s window.

n Option-clicking a page in a Divider page opens that page in another window.

n You can now prevent editing on any page within a Notebook.

Clippingn You can now clip to Divider pages. Each time you clip to a Divider page, NoteBook adds a new page to

the Divider to hold the clipping.

n When clipping to an Outlining page, NoteBook now places the clipping at the end of the page.

n There is now an Add Cell Clipping Service command in the cell contextual menu.

n You can now send a PDF version of a document directly into a Notebook using a Clipping Service. When printing in another application, the Print sheet’s PDF button now contains a “Send PDF to NoteBook” menu that lists your Clipping Services - choose one, and the Print sheet will send the PDF it generates for the document to that page in your Notebook.

Encryption and Password Protectionn When you encrypt a page, NoteBook now requests the Notebook’s password only when you turn to

the page or otherwise need to access the encrypted page’s data. When you turn to a Multidex page, export or print a Notebook with encrypted pages, NoteBook asks for the password to access the en-crypted data - if you don’t enter it, NoteBook restricts your access to just the unencrypted data. Once you’ve entered the password, NoteBook won’t request it again until you cover the Notebook or close and reopen it.

Contents Cardn The Contents Card has been redesigned, and now includes a proper scroll bar. It also includes a cur-

rent page indicator and displays the page number of each item.

n When dragging cells to the Contents Card, you can now hover over a Divider page or press the Space key to expand the Divider within the Contents Card. If you hover over or press the Space key while positioned over an Outlining page, NoteBook turns to that page within the Notebook, allowing you to position the cells on that page.

n The Contents Card only appears with a Notebook’s main window - it cannot be attached to the win-dow of a page that you’ve opened in a separate window.

Sticky Notes and Flagsn You can add Sticky Notes and Flags to your Notebook pages. The notes and flags can contain what-

ever text you like, and there are several different designs to choose from. To remove them, drag them away from the page (they will “poof” away). When you turn away from a page, its Sticky Notes disap-pear except for whatever portion sticks out beyond the Notebook’s border - clicking a sticky takes you to the page it’s attached to. Sticky Notes do not appear when you print or export as a website, but they do appear in the Multidex’s text pages, under the words they contain.

n Note that when you double-click in a Sticky Note to edit its text, you have to click back inside the Notebook window it’s attached to to end editing (or press Escape or Enter). While in edit mode it’s not possible to move the note.

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NoteBook 3.0

n You can attach a Sticky Flag (the skinny stickies) to any cell in the Notebook. To do this, hold down the Option key while dragging the Sticky Flag - a small arrow will appear, and NoteBook will highlight the cell the flag is attached to. To unattach it, drag and press and release the Option key.

n The View → Stickies and Flags command hides/shows sticky notes and flags (this is a Notebook-wide setting).

Attachmentsn On Leopard you can tell NoteBook to QuickLook (using the contextual menu or the Quick Look com-

mand in the Outline menu) an attachment, which will cause the attachment to appear in the standard Quick Look viewer.

n You can now move files into a Notebook. Previously the only file operation options were copy and link. Pressing Command while dragging to a page adds the file(s) to the page and moves the original(s) to the Trash. Note that you should only opt to move files when dragging from the Finder. NoteBook cannot know the drag source application, so if you drag an attachment from Mail, say, NoteBook will proceed with the move, leaving Mail confused about the location of the attachment.

Printingn The default print settings are now closer to what you might really intend when you print (i.e. no page

border or paper lines, narrower margins), and should allow you to really feel like you’re positioning text and shapes on a real piece of paper. For example, if you add a rectangle shape and position it along the page’s left margin such that part of the shape is not visible, you will get nearly that same position-ing when you print the page.

New Toobarn NoteBook 3.0 includes a new toolbar that has been redesigned to resemble a ruler at the top of the

page, and incorporates the standard text ruler. It includes larger icons (a frequent request). There are two background styles: plastic (you can set the color in preferences) and wood grain. You can also reduce the size of the toolbar by Cmd-clicking the toolbar “lozenge” (the control located in the window titlebar’s upper right corner).

n The toolbar includes a search field which searches the current page.

n Note that the small Inspector “i” button is no longer present in the lower-right corner of the Notebook window. If you want a button that brings up the Inspector, add the Inspector toolbar item to your toolbar.

Redesigned Inspectorn The Inspector panel has been redesigned. It is now 25% narrower, and resizes vertically as needed,

both to conserve screen real estate.

n You can now make changes to multiple cells, attachments or shapes at once (not just one-at-a-time).

Cell Datesn The View menu contains an option to view both dates and times when viewing cell dates (Creation,

Change, Due). NoteBook has always stored times with cell dates, so all cells in existing Notebooks can display their dates and times.

n In the Inspector you can now modify Creation and Change dates. With multiple cells selected, these changes will apply to all of the selected cells.

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NoteBook 3.0

Miscellaneous Changesn Cmd-click opens links in the background.

n NoteBook will now speak the text in the selected cells.

n There is an Outline → Add Keyword command which lets you assign a keyword to a cell without us-ing the Keywords Inspector. When you choose it, a combo box appears in the Keywords column in the same row as the selected cell, which you can use to choose an existing Keyword or create and add a new one. You can also double-click in a cell’s Keyword space to make the combo box appear.

n When you click in a cell’s date area in the due date column, a calendar button appears which brings up a graphical time/date control for setting the date.

n When you open a Notebook, NoteBook now preserves the modification date (previously that date would change to whenever you opened the Notebook as a result of NoteBook writing the lock file).

n You can now set NoteBook to hide completed cells, which it will do once per day.

n When parent cells are set to display the soonest or latest date of their children, NoteBook now ignores completed children.

n NoteBook now preserves Finder Spotlight comments for documents dragged into Notebooks docu-ments.

n With web export, the file format for transparent images is now PNG instead of GIF. When NoteBook was first released, there were many Windows computers that could not properly render transparent PNGs but 5-years later the problem should be rare. Transparent PNGS look much better than transpar-ent GIFs.

n The Voice Annotation panel lets you set values for metadata such as the recording’s title, which will ap-pear when exported to iTunes.

n When running NoteBook from the Desktop, Downloads folder, CD or .dmg, NoteBook offers to install itself in your Applications folder on quit.

n The way NoteBook draws highlighting has changed slightly. It’s not hyper-realistic as you see in Leop-ard Mail notes as this proved to be too distracting, but it is nicer than 2.1 highlighting.

n Added a little more space at the bottom of the page so that when you’re typing at the very bottom you’re not typing right up against the page border.

n There’s now an option to have NoteBook strike-through action items when they are completed.

n The built-in due date sort now sorts ascending by default (so that the oldest incomplete items appear at the top).

n Added a heavily-requested 3-ring binder option.

n You can now associate a name with each highlighter color.

n On Leopard you can take a picture using the built-in iSight camera and have that picture inserted into the current Notebook page.