An Automator workflow for bibliophiles

A few posts back I described my experience trying to create a workflow to automate the process of exporting my Delicious Library (DL) catalog toLibraryThing (LT).

Here is the Automator workflow I created: open up Delicious Library, export the book catalog (an XML file) to my desktop, copy the location path of this newly created document to the clipboard, open my browser (Firefox) to the LibraryThing import page, tab to the appropriate form field (I used tabs so it was not relative to browser window location), paste the path from the clipboard into the ‘Upload File’ field on the LT import page, then use tabs and returns to activate the form and upload the file. Finally, move the exported DeliciousLibrary file to the Trash. Once that’s all complete, I threw in a Growl notification to let me know it was done.

And here is the Mac 101 tutorial for starters. Here are a few sources for more automator workflow actions, tips and tutorials:

  1. Automator.us: This site has some good tutorials and a great variety of downloadable actions
  2. AutomatorWorld.com: Look for more advanced Automator stuff here
  3. Apple.com Automator Actions downloads: check out the most popular downloads

Automator Frustration

Delicious Library (DL) and LibraryThing (LT) book catalogs. It’s really not ‘synching:’ LibraryThing can ‘synch’ only in the sense that it can compare a DL book catalog (desktop app) with the LT book catalog (web-based app) so that only new entries are imported. In other words, you can add new DL books to your LT account, but I’m not aware of a way to synch your new LT books back to your DL database. I should note that LibraryThing accepts more than just Delicious Library info. It can import from a wide variety of other web-based and desktop apps.

All things considered, I have to say that LibraryThing serves up a pretty good universal import tool (they call it, appropriately, the ‘Universal Import').

In order to save some time, I think it would be nice to automate this process. I started down this road after reader brab asked if synching between the two services was possible. I originally responded that it wasn’t possible, only to discover that LibraryThing can, in fact, import with gusto. I should have read the manual!

Then it dawned on me that this is an ideal Automator scenario: create a workflow to expedite the process of exporting Delicious Library book catalog to LibraryThing. LibraryThing accepts DL exported data, so it should be easy, right? Two hours later, and I am ready to punch the little Automator robot.

While I used Automator quite often in Tiger, this was my first use in Leopard. I don’t know if I was just tired (and I’ll try again later to see if it was me) but I did not have a pleasant experience. Automator was very quirky: the steps I created in the process worked great, at first. Then, when I saved my workflow as an application, it suddenly did not work at all.

So, I opened up the automator process as a workflow again to troubleshoot, only to discover that my workflow no longer worked. My main problem: I exported a .txt file from Delicious Library to the desktop. Then I moved that file to my /Documents folder. Then I copied that path. Then I opened up the browser to the LibraryThings import page to paste that copied path. The problem is that Automator insisted that there was an error with copying my file from the desktop to the new location. And Automator had issues with deleting the file from the /Documents folder once I was done with it. I encountered these errors even though the process worked just fine an hour earlier, and despite the fact that I had changed nothing. I was (and am) pulling my hair out. I checked the permissions of this folder, and they are correct.

I then re-created the entire workflow from scratch; still, I could not get it to work again. Sigh. This is just a simple script to export an text file from DL, copy the file name, and paste the file path into the LT web form for import. It shouldn’t take more than a few minutes.

To recap, here is the workflow in a nutshell: open DL, export the book catalog to a desired location (my desktop), move that file to new location (my /Documents folder), copy the new location path to the clipboard, open my browser to the LT import page, tab to the appropriate form field (I used tabs so it was not relative to browser window location), paste the path from the clipboard into the ‘Upload File’ field on the LT import page, then use tabs and returns to activate the form and upload the file. For the last step, I deleted the exported DL file from /Documents.

Pretty simple, or so I thought. But Automator does not like my workflow. I’ll have to try again when I have time…chances are that it’s human error. Still, I’m struck by the fact that I had a working automation an hour ago. Now, an hour later, the same workflow is broken. It’s very odd. My conclusion: Automator is billed as a tool to bring automation to ‘the rest of us.’ In general, I think it hits this target: it’s easy to use and powerful. Yet, I would like to see better hints when an error occurs. For my problem, all I am told is that there is an error with a step in the process. I don’t see any logging information to help me pinpoint why or where that error is occurring.

At any rate, once I get a working Automator workflow I’ll post it in case anyone would like to modify it for his/her use. If I can’t get it to work, I plan to find some Automator user forums to post my workflow. Perhaps then I’ll locate the problem.

Dvorak-Qwerty support for Adobe CS

So, here’s my latest Dvorak-Qwerty keyboard support rant.

I received a very odd ‘personal’ response from an Adobe customer support representative regarding my request for Dvorak-Qwerty support for Adobe’s Creative Suite applications.

My complaint: Dvorak-Qwerty does not properly work with Adobe products.

(See my previous post for background on DQ if you have no idea what I’m talking about)

Here’s a snippet from what I wrote to Adobe about this annoying problem:

I must toggle to the QWERTY layout to use my shortcuts, then toggle back to Dvorak when I need to type. This is very annoying. Would Adobe consider posting a relatively minor update to address those users who rely on the Dvorak-Qwerty keyboard layout in Mac OS X?
They wrote back to me today (within 24 hours, as promised on their website):
I understand that you would like Adobe to post a minor update for Macintosh users who rely on Dvorak-Qwerty keyboard, as you have to continually toggle between these two keyboards in order to use it to type text and use short cut keys respectively.

I apologize for the inconvenience this has caused.

We need to inform you that Adobe® Systems continually develops new applications and improves existing products, but cannot comment on unreleased products until a press release is posted. When new releases become available, the details regarding new features and purchasing information will be posted on the Adobe Web site at the following URL: www.adobe.com

Ok. So they seem to grasp the issue, but then again … the response mimicked the phrases from my complaint so closely that it left me with the distinct impression that some sort of AI compiled and regurgitated a customized automated response based on my input. The part that annoys me most is that the automated response tries too hard to appear like it came from a real human. Or perhaps what annoys me is that it doesn’t seem like it came from a real human, but Adobe would like me to feel as if it did.

I can’t say that I expect to see a software update from Adobe that addresses my issue anytime soon. I’m guessing there aren’t too many users out there who suffer from lousy DQ support (and it’s not just Adobe products that lack DQ support), and I’m assuming that the Adobe user base is so massive and the number of suggestions to improve their software are so many that my little complaint may be backlogged until Adobe CS 10.

It’s nice that Adobe has a system in place to so quickly respond to a customer input. I bet a lot of R&D went into this auto-rapid-super-friendly-personalized response system. Still, it raises a larger philosophical question about automated, rapid customer support. Is a quick reply better than a delayed reply (or no reply at all) if it is canned and impersonal? Is it actually worse if it’s canned and impersonal and it attempts to be personalized in a very fake way?

In addition to the mimicry of my original complaint, the ‘personal’ message also included my name at awkward intervals throughout the response. Here’s an example:

Troy, also, please visit the following URL on the Adobe Web site for the latest customer service and technical information: [www.adobe.com](http://www.adobe.com)/support/main.html
And later on in the (relatively short) message:
Troy, the Web Support Portal Representatives are available from Monday to Friday.
I'm convinced that a human would not reference my first name repeatedly in such an awkward manner.

The Adobe response was signed by ‘Victor M.’ of Adobe Customer Service. I’m sure that Victor M. exists, but he surely would not have typed out such a weird response to a customer. I really wouldn’t expect a human to type out a detailed response within 24 hours from such a massive company. It had to be a generated response. So what’s my point? If Adobe is committed to a personalized, rapid customer response, I would rather receive a message that said:

'Hi Troy, we get a bazillion comments and suggestions every week. We got your message. A real human will read it. We will consider your input.'
A week or two later, perhaps I would get a message that said:
'Hey Troy, We read your input. We understand that you've submitted a feature request about our support for Dvorak-Qwerty. It may be part of a future Adobe release, but we can't make any promises. We'll do our best. We're considering it. Really. Please understand that we have a bazillion other feature requests already in the queue, so your input will be addressed in the order it was received since we've determined that it's not a critical application error.'
Maybe it's just me, but I'd rather see a response like that. To be fair, perhaps the response I received wasn't automated. Perhaps Victor M. used creative cut-n-paste to respond to my query. Still, it seemed disingenuous; it seemed like a cookie-cutter response cloaked in a 'personalized' message. It seemed, in other words, automated in the worst way.

If any of you reading this are Dvorak typists who use QWERTY shortcuts (and use Adobe apps), please consider dropping them a note. Maybe all ten of us will get them to consider updating their software…

Back to Basics: Top Nine tips for new Mac users

This is my first post in a new category I’m calling ‘back to basics.’ With all the new Mac users out there, I’ve decided to periodically post some tips aimed at this crowd — a group that includes many of my friends who’ve crossed over from the PC. To get the ball rolling, I’ve compiled a list of nine tips for new Mac users. If you have a tip to share, leave a comment to round off this list at an even ten.

9. Buy a book.

Macs are supposed to be easy to use, right? So why should you need a manual? The truth is that the Mac operating system may not be overly intuitive for longtime Windows users.

It’s about more than learning the differences between a ‘Dock’ and a ‘Start’ menu, or ‘System Preferences’ and the ‘Control Panel’ — understanding Mac OS X is about changing the way you think about using your computer. While built-in Mac OS X ‘help files’ are available to answer basic questions, it’s hard for new users to get the big picture through help files alone. This documentation tends to be short and is often devoid of context.

For those new to the Mac, I think it’s worth the money and effort to buy a third-party manual to keep at hand for quick and easy reference. A book offers depth, context, and examples in a package that won’t get in your way while you’re working on your Mac. Sure, you can find just about anything you want to know through an online search or user forums, but a well-written book will help you break your PC habits and more quickly adapt to the Mac environment. Maybe I’m old fashioned, but I think it’s generally easier to learn from a book. You can prop it open to a dog-eared page, highlight it, tab it with stickies, and generally abuse it. Most importantly, you don’t need to navigate away from what your doing to get some help.

I recommend David Pogue’s Mac OS X Leopard: The Missing Manual. I also like TidBIT’s TakeControl Ebooks, a series of downloadable PDF booklets that are cheap and full of great info (you can print them out or view them online). If you are a more visual type of person and want to learn how to use your Mac (and many great applications) by watching videos, be sure to check out ScreenCastsOnline.

Apple also offers some good online resources. Be sure to check out Apple’s online help files: Switch 101, Mac 101, and ‘Find Out How.’

8. Explore Mac third-party software.

When one of my friends gets a new Mac, I'm quick to point out a few 'must have' free apps that they should consider loading up right away as they get started on the new OS. Here are a few: QuickSilver or Butler * to launch applications and handily complete routine tasks , Perian to view just about anything with the QuickTime player, VLC to view anything else, Onyx to maintain the Mac, Handbrake to convert your DVDs to different formats.

However, I’ve discovered that many ex-PC users fret about downloading software from third-party sites because they fear viruses, trojans, spyware, and other nasty stuff. All I can say is that Mac apps are generally very safe (by ‘generally’ I mean that there have been no viruses, trojans, spyware, etc. thus far embedded in third-party Mac software that I am aware of, but it won’t necessarily stay that way)… and users who ignore third-party Mac apps are arguably missing out on the best part of the Mac experience. The key is to only use trusted sources as you seek out new apps. A few trusted sources I use are: MacUpdate, versiontracker, and iusethis. Need a way to keep your applications up to date? Try MetaQuark’s AppFresh.

*(I personally use Launchbar but it isn’t free)

7. Learn how to install/uninstall applications and delete stuff

So, you just downloaded a Mac application. Now what? While some Mac apps include installers that function similar to Windows installation packages, most do not. When you download Mac software, what you're likely to get is 'Disk Image.' Think of a disk image as a 'virtual disk.' What you need to do is click on the disk image to open it up (it will likely open up automatically after you download it — don't panic). The disk image is now 'mounted' and will appear on your desktop. If you don't see a disk image, chances are the application is zipped up in another compression format and the disk image is contained within that zipped up file. Why? Developers like to distribute their software with small file sizes. The way to do that is to tightly compress them. Here are some basic instructions regarding the vaunted .dmg file. To many Mac users, this tip may seem too obvious. But I maintain that it's not obvious at all if you've never done it before.

By way of example, a friend of mine downloaded Handbrake one night based on my recommendation to format/convert some of his DVDs to use on his new iPhone. The next day, he complained that the app was extremely slow and created a ‘blank’ file that didn’t open up in any application. The problem? He was running Handbrake from within the disk image. He didn’t realize he needed to drag it to his applications folder prior to using it. It’s easy for long-time Mac users to laugh at this mistake, but consider it from my friend’s perspective. How would he know?

But what about deleting? If you don’t want an application anymore, drag it the trash. That’s it. You’re done. Use the same method to delete files. Want to delete things even faster? Try this key combo: ?-delete. If you want to keep you Mac as tidy as possible, consider the free AppDelete or the shareware AppZapper. These apps clean out additional items that are left behind when you drag apps to the trash. Not that these additional items will hurt anything if you leave them — it generally doesn’t really matter much. Still, it’s a good practice to delete all the associated bits and scraps of a program when you’re done with it. Down the road, you’ll be glad you did.

6. Take the time to understand Permissions

'Get Info' is like Windows 'Properties.' You access it by rig ht-clicking on any file, folder, or application. You'll find a lot of useful information here, including metadata like size, creation date, when the file/folder/app was last modified or last opened, where it's located, and a preview of the icon associated with the folder/file (tip: you can change the icon for any item via the 'Get Info' pane, which is fun).

Most importantly, ‘Get Info’ is where you’ll find permissions that govern who can do what with your files (you decide who can Read, Write, and Execute). Need a tutorial? Check out this Macworld article and this Apple documentation.

5. Learn some shortcut keys

Sure, there are shortcut keys for Windows (generally, you substitute the CTRL key for Apple's ?). But in my experience most Windows users turn to the mouse (right-click menu) or the Menu Bar to access basic commands like copy, paste, save, etc. Sure, you can do this on a Mac, too.

But there’s a better way. Longtime Mac users tend to be oddly fanatical about shortcut keys, and Mac applications reflect this: each Mac application you install will have a seemingly endless list of shortcuts. Why bother learning key-combo shortcuts? Speed and efficiency are clear benefits, but shortcuts also help you avoid repetitive stress from using the Mouse.

Here are a just a few you shortcuts you should consider learning right away:

? -tab (tab through open applications) ? -A/C/V (select all, copy, paste) ? -W (close the current window in an application) ? -Q (quit application) ? -S (save)
Here's a cheat sheet for standard Apple shortcuts. It's important to point out that shortcuts are also built-in to all of the applications on your Mac. Some apps may have literally dozens of key-combinations to help you work faster. If the thought of learning so many shortcuts makes your head hurt, consider Ergonis KeyCue. This handy little app is a bit expensive, but it's a clever way to learn new key combinations. Once KeyCue is installed, every time you hit the ? key, a menu pops up that displays all available shortcuts for your current application. Soon, you'll wonder how you ever got along without complex combos like Adobe PhotoShop's shift-option-?-S (which opens up the 'Save for Web & Devices' dialogue box, if you're curious).

4. Learn new ways to navigate

Mac navigation is different from PC navigation. One thing PC users will notice right away is that Mac application windows float on the desktop in self-contained little boxes that can be moved around at will. While I know that this may be unnerving for some Windows users, trust me: in time it becomes liberating. What I hate to see is ex-Windows users dragging windows out of the way to 'peek' behind to other windows in the background.

With Mac OS X, there are easier ways to navigate. Try the Expose keys. Try ?-tab (tab through open applications). Try Spaces. Try some of the great Mac application launchers (see #8 above). Use Spotlight. The last one I’ll point out here is a little freeware preference pane to toggle between open windows within one application with ease — it’s called Witch and it’s made by the same guy who created Butler.

3. Understand how to take care of your Mac

Many new Mac users express shock and dismay the first time something goes wrong. The truth is that the Mac OS requires a little TLC. While I have never experienced the level of frustration, rage, and resignation I felt as a Windows user (I used to consider it normal to wipe out my hard drive and reinstall everything from scratch once or twice a year), that is not to say that the Mac OS is perfect. Far from it. That's why it's a good idea to learn some basic steps to keep your machine humming.

Check out Apple’s Mac Maintenance Quick Assist, how to manually initiate maintenance tasks, and Macworld’s dated but still very relevant article on preventing Mac disasters. You may also want to consider investing in Cocktail. It’s not free, but it’s cheap, simple to use, helpful, and is an excellent maintenance Mac app. New Mac users should also consider the expensive but essential DiskWarrior. You may not need it often, but when you do need it … you really need it.

My last point: reboot every now and then. My father-in-law recently visited with his Macbook in tow. He complained that some of his OmniWeb * links were no longer working and his machine was generally acting strange. When I opened up his laptop, it whirred to life. When I say ‘whirred,’ I mean it was really noisy. Fans were blowing hard. Hard drive was cranking. My solution? I rebooted. Everything worked fine after that. It was silent once more. It turned out he had the computer in sleep mode for over half a year — since his last visit he had never rebooted. A system reboot at least once a month is a good way to clear out any weird or corrupt processes that may be running.

*(stay tuned for a future post on why I bought OmniWeb for my father-in-law)

2. Don't be afraid to customize

I've found that many Mac users never change anything when it comes to their Mac's appearance or layout. My opinion? Have fun with it. Make your Mac fit your lifestyle and workflow. Add apps to your Dock, drag Apps you don't use off your Dock, add Finder shortcuts, change your Desktop picture...trust me, you can tweak just about everything and anything in the Mac OS.

How far you take it depends on how adventurous you are, but even the most conservative of users should try out a bit of customization. It’s your Mac, after all.

Here’s one small example. Here’s another. Here’s yet another. A good starting point to see how fun and useful this can be is the free Tinkertool from Marcel Bresink. The list is endless - explore forums, Mac sites, etc. and enjoy. Be careful though. It can be addicting.

1. Set up your Mac with security in mind.

So, you pull your new Mac out of the box, plug it in and start using it within a few minutes. You're excited. You want to start having fun. Before you jump in, consider your account structure. One potential problem of the Mac OS is that the first account you create on your new Mac is always an administrator account. You won't have a choice here. The problem is that many new users don't know that it's not a good practice to use an Admin account for day-to-day use. So here's what you do: immediately create a new user account in 'System Preferences' with full Admin privileges. Then, log in with this account and go back to 'System Preferences' and change the first account you created to a 'Standard' account. Finally, log out of the Admin account and log in to the first account.

This first account is the one to use on a daily basis. With your Standard account, you will be prompted to enter your Admin account name and password every time you install new software, change system preferences, etc. It’s a bit of a pain, but it’s a lot more secure. For Leopard users, be sure to check out the ‘Sharing Only’ account (great choice when you have relatives visiting who want to use your Mac) and ‘Managed with Parental Controls’ (great choice, of course, for kids). Oh, and make a note to ensure that your Mac Firewall is turned on (System Preferences > Security > Firewall)…inexplicably, the Firewall is turned off by default for users who upgrade from Tiger to Leopard.

And what if you forget your Admin password? Fortunately, there is an easy fix. All you need to do is stick your OS X installation disk in your CD/DVD drive, restart your computer, and hold down ‘C’ key as it restarts ( remember this with C = CD-ROM). You can let go of the ‘C’ when you hear your CD/DVD drive whir to life. In time, a window will appear that asks you to select a user language. Then, as the next window pops open, you’ll notice that there are now some menu options up in the Apple menu bar (top of the screen). Choose ‘Utilities’ (if you are running 10.4 Tiger or 10.5 Leopard) or ‘Installer’ (for earlier versions of the Mac OS). Then choose ‘Reset Password.’ Follow the simple instructions to choose a new password for the account of your choice, then quit the installation process (from the ‘Installer’ menu in the Menu Bar) and restart your computer without holding down ‘C.’ That’s it.

While it’s great that it’s so easy to reset an admin password, it’s also kind of scary. What it means is that anyone with an installation disc and access to your machine can quite easily reset your admin password and access your files. The moral: if you have data that you don’t want anyone to see under any circumstances, you will want to explore ways to encrypt this data and protect your mac. The other important point to make here: ensure you have a backup before doing this, just in case.

That’s it for now. Have a tip to share?

DevonThink’s Free WordService & line endings

Here’s a tip for working with text on your Mac. Have you ever needed to copy over the text of an email from, say, Apple Mail to another application (like your blog?). I need to do this all the time.

Here’s the problem. Sometimes I use my lunch break at work to begin typing out a post for this blog (using Microsoft Outlook — I use Windows at work). I then send this Outlook email home. Later that night, I fire up Apple Mail, copy the text of the email, and then paste the text into MarsEdit to form a starting point for a new post.

The problem is that the email text is riddled with annoying line endings. It doesn’t wrap correctly. Here’s an example from an earlier post to illustrate the point. I typed up the following text in Outlook and then sent it to Apple Mail several weeks ago. When I cut and paste this text, it looks like this:

A friend wrote me last night to ask if I had tried 'Things' from Cultured Code. I have, and this is one of the GTD-based task management applications I will review in the coming weeks.

So far, I’ve written about iGTD and OmniFocus, both excellent applications. The ‘Getting Things Done’ task manager series is taking more time than I anticipated, mainly because it takes a while to really grasp each of these applications.

As you can see, the line endings make this block of text look awful. I want the text to wrap naturally so it fits the width of whatever box I place it in. I want it to look like this:

A friend wrote me last night to ask if I had tried 'Things' from Cultured Code. I have, and this is one of the GTD-based task management applications I will review in the coming weeks.

So far, I’ve written about iGTD and OmniFocus, both excellent applications. The ‘Getting Things Done’ task manager series is taking more time than I anticipated, mainly because it takes a while to really grasp each of these applications.

I won’t get into the technical reasons behind this formatting problem. Instead, I’ll just show you how to fix it quickly and easily. I trim my line endings with ease using DevonThink’s free WordService tool. Download this tiny package, copy the folder over to your Services folder (User Account>Library>Services) and you’re in business.

All you need to do is select the text after you paste it into the app of your choice, select ‘Format’ from your Services menu, and then select ‘Reformat.’ There it is.

All line endings are removed — and your paragraph structure stays in tact. This is just one of 34 handy tools included in the WordService package. Give it a try (be sure to peruse the included ‘ReadMe’ text to get a feel for what the different tools do).

Many of the applications you use on your Mac include Services options. Most of them are worth checking out. The nice thing about this Apple tool is that you can invoke an application’s ‘service’ tools even if that application isn’t open. For example, suppose you’re surfing the web and you find some text or a URL you want to add to Yojimbo, an application I like to use for storing and organizing notes. Simply select some text or a URL, then choose Yojimbo’s Import option from the Services menu. Presto, Yojimbo launches and the new text or URL is instantly added.

Services, by the way, is mainly designed as a way to work with selections of text. If you want to see a couple of the more interesting things you can do with it, select a bunch of text and try out the ‘summarize’ and ‘speech’ tools. I’m a big Services fan. It’s probably one of the least used tools on Mac OS X — and it can be quite useful.