EagleFiler. While I don’t think EagleFiler is as visually appealing as some of the other offerings out there in this genre, I think it more than makes up for it in utility. It is, at heart, a power tool.
At first blush, EagleFiler may appear to be little more than an alternative to using the Finder and Spotlight. Like these Apple tools, EagleFiler allows you to store, label, tag, sort, and find documents and media. However, this tool sets itself apart in many useful ways. It’s very easy to get your documents into EagleFiler via a system-wide one-click shortcut. It provides an integrated way to more easily manage metadata (tags, labels, notes) for the files you import. It also gives you a place to store items that aren’t as easy to manage in the Finder like archived Web pages, important Emails, and notes. And it allows you to create multiple libraries of information so that, for example, you can manage your personal and work files separately.
EagleFiler puts all of these tools together in a single, familiar interface that aims to place the focus of your effort where it should be: on doing work with your documents, instead of working to find your documents. I found that it does this job quite well, but it does take some getting used to. While it’s easy enough to start using right away, a few trips to the 125-page user manual are necessary to start using it well. Let’s start by taking a look at how you get your files into the application.
EagleFiler captures pretty much anything: documents, images, audio, video, individual emails or entire mailboxes, chat transcripts, bookmarks, text clippings, folders containing multiple items, and more.
You can add items in a wide variety of ways. For starters, you can drag any file or folder and drop it on the application window, on the dock icon, or on an optional EagleFiler ‘drop pad’ that sits on your desktop. You can also add an item by invoking a keyboard shortcut. How do you decide which method to use? It depends on how much you care about where your file goes and if you want to add metadata to the file at the import stage.
I don’t care for the drop-stuff-right-in-the-app method. I think this method is clumsy and prone to error (i.e. it’s easy to drop the file in the wrong place). It is, however, useful to drag a file to the application window if you want to embed an image, video, text or whatever into an existing rich text document. You just need to remember that this embeds the file in an existing document. It doesn’t add the item as a discrete entry in your library.
There are yet a couple of other ways to enter data. One way we haven’t covered is the special ‘To Import (Library Name)’ folder created by EagleFiler. You’ll find this special folder wherever you choose to store your EF files (one per every library you create). This is a special folder in that EagleFiler doesn’t need to be running for you to add files. Simply drag stuff in there. The next time you fire up EF, the app will import the items. Per a suggestion in the EF user manual, you can optionally create an alias of this folder in the dock for quick access.
The other way is to right-click on an item and choose the ‘EagleFiler: Import’ option from the OS X Services drop-down menu.
Note that this will only work if you already have an open library.
From the developer: “This works whether or not EagleFiler or a library is open. If no library is open, EagleFiler will ask you to open one, and then you can click the Import button to send the file to that library”.
There are clearly plenty of options for importing files and folders. Some might say there are too many options, but I think this is a strength. I spent considerable time on this because it’s an important attribute for a tool that is all about capturing and managing files. The tricky part for a new user is finding the method that’s most comfortable and sticking with it until its routine. For me, the shortcut key works 95 percent of time. One quibble: when you right-click on a record or one a group of selected records in an EagleFiler window, the drop-down menu includes an option to import to EagleFiler. This should not be there.
From the developer: “The ‘Services’ submenu is added by the OS. As far as I know, it’s not editable by the application. You’ll see the same thing, e.g. in OmniFocus.”
If you try to do it, EagleFiler will present you with a pop-up Error window which will tell you it can’t import the items because they’re already in your library (provided you don’t allow duplicates in your library, which is an option in the preferences). I suppose some people may have a need for duplicating items in the library, but most won’t. Why would you want to import items to EagleFiler that are already in EagleFiler? A handier option would be to include a right-click shortcut to import an item or items to a different library.
Another quibble with the right-click menu, since we’re on the topic: it includes a ‘Show Info’ option, which opens up the Finder’s ‘Get Info’ panel. There is no option to inspect an item or items (modify notes, title, tags) from this menu, and there should be. The only way I could find to get to the inspector for an item already in the library is by clicking on a button in the Toolbar. Given that you’ll more likely need to add or change labels, tags, notes, or a title for an item more than you need to view the item’s Finder’s info, it seems like a glaring omission that this choice is not presented in the right-click menu. Perhaps many users will choose to always leave the inspector window open. I prefer to open it only when I need it.
From the developer: “Thanks for the suggestion. You can also open the Info inspector from the Window menu or using the keyboard shortcut. Again, the contents of the Services menu are added by the OS, so it’s not as if I’m choosing to put the Finder’s Info command in the menu instead of EagleFiler’s.”
So far, we’ve only talked about importing preexisting data. EagleFiler is also a handy note creation tool. You can create new RTF files at will and, as I mentioned previously, embed items such as images or audio in an RTF document. The rich text editor included in EagleFiler meets all of the basic formatting needs for a simple document, including a variety of styles, spacing, and (handily) outlining options. While you won’t find special note-taking items in EF (here I’m thinking about Yojimbo, which includes special forms to add serial numbers and passwords), I didn’t miss these extras. EF is flexible enough to add whatever you want in a note. If you want to store passwords and serials, there are better tools for the job (1Password).
From the developer: “EagleFiler doesn’t have built-in special note-taking forms, but you can add your own using the stationery feature.
Organizing, Finding, Modifying Files
Now let’s take a look at how you work with documents in EagleFiler. The first thing to highlight is that you aren’t locked into dumping all of your data in one giant database (called a ‘Library’ in EagleFiler). While you may prefer to keep it simple and maintain one library, you’re free to create as many as you wish. I’ve created one for personal items and one for work. This alone is a big organizational boost from that of the Finder. You can even keep multiple libraries simultaneously open so you can ferry files to the repository of your choice.
With a given library, you’ll note that the interface is much like that of Apple Mail. There’s a left column in which you are presented with different ways of sorting through your data. And there’s a right column in which you see a list of your selected documents. Underneath this list is the familiar preview of the currently selected item.
Organizing files is a simple endeavor. You may create static folders and drop items in those folders. Or you may create rule-based smart folders to filter all of the records in your library based on criteria of your choice. Lastly, you can tag your files. As you add tags, the tag list in the left column will automatically update.
To search for particular items or items, use the keyword search pane at the top of the app window (just like Spotlight, only faster), or use filter out what you want using your user-created smart folders or tags. EagleFiler includes some built-in smart folders (Recently Added, Recently Modified, and Untagged) and tags (flagged, note, unread, as well as some additional mail-specific tags). This is a nice touch, but you can’t modify these. I see no reason why the built-in tags and folders should not be user-editable. I also couldn’t find the option to add icons to user-created tags (perhaps the developer could include a small library of additional icons from which I could choose, or allow user-created icons to be pasted in). The visual cues these little icons provide are handy, evidenced by Yojimbo’s smart folder icons for photos, web archives, bookmarks, and archives.
From the developer: “You can edit the colors and abbreviation symbols for the built-in tags. The names are not editable because these tags have special meaning within EagleFiler. If you could change the names, there would be all sorts of issues importing from other applications, moving files from other libraries, restoring from backups, etc. You can edit the abbreviation symbols by choosing Window > Show Tags. They are text (Unicode characters) so pasting images is not supported. Click the Characters button to access the available symbols (You can also type regular letters on the keyboard).”
The tagging power of the app is a great strength, but it could be better. You can tag an item manually, or you can drag it to an existing tag folder to have the item adopt that tag. Once you enter a tag, EagleFiler will remember it and attempt to auto-complete your word with future entries. It works well, but there’s one thing that bugs me. If you’re used to the tagging functions in a program like Things, you’ll notice that tag sorting in EagleFiler doesn’t work the same way. In Things, if you shift-select multiple tags you are presented with only those items that meet all conditions (e.g., which items are tagged with both ‘tag1’ AND ‘tag2’). In EagleFiler, shift-selecting multiple tags shows you all items that use the selected tags (‘tag1’ OR ‘tag2’). I think the way Things handles tags makes more sense — it’s why most people would select more than one tag, right?
I’d also love to see EagleFiler add the ability to create hierarchical (nested) tags as one can using Things. NOTE: You can create nested tags. See below.
From the developer: “EagleFiler is going for consistency with other applications like Mail, where selecting more than one source shows the union. I’m considering making it an option to show the intersection, but it’s not totally clear how it should work. What if you select two folders? Or a folder and a tag? You can create a tag hierarchy using drag and drop. Or select a tag and click “+” or choose “New Tag” to make a new child tag.”
Now on to file modification. Let’s start with batch change — useful if, say, you want to add a tag to thirty documents at once. There are several ways to get this done. It works with a key combo (shift + command + B) or by going to the menu bar and selecting Records > Batch Change. A ‘batch change’ button also automatically appears on the bottom shelf of the app window if you have multiple items selected. This is usually the way I access this function. The only thing missing is for the developer to add a quick-link icon for batch changes to the Toolbar (as a customization option), but I don’t think most people will miss not having it there.
The way EagleFiler handles encryption may be of concern to some users. Unlike Yojimbo, which allows per-item encryption, EagleFiler only allows you to encrypt your files at the library level. You either encrypt your entire library, or nothing. I’d like the option to encrypt individual files, but as I understand it, this is a trade-off for having files stored outside of a database (see next section for more on file storage). Having said that, library encryption is a handy way to store libraries on a thumb drive or in Dropbox to access elsewhere, as everything is self-contained in the secure disk image. Once I got used to, I started to appreciate it.
Note from the developer: “I think per-item encryption should be of concern because (1) The index is unencrypted. So either your data is exposed or the encrypted items can’t be indexed for searching; and (2) If you import an item and then later make it encrypted, the unencrypted data may still be stored on the disk. So I think it’s simpler and safer to encrypt at the library level.”
Finally, a few words about modifying files within and outside of EagleFiler. While it’s easy to edit your documents in external programs by double-clicking on or right-clicking on an item and choosing the ‘Open With’ command (defaults are taken from your Mac OS ‘Open With’ preferences), you need to let EagleFiler know you changed a file externally if you want the program to be able to monitor the health of your files. Without getting into too much detail, if you only ever use EagleFiler to manage and modify your files, then you don’t need to worry about this. If you aren’t worried about maintaining the long-term integrity of your files, then you don’t need to worry about this.
If you do want to maintain the ability to monitor the integrity of your files and to accurately check for duplicate files, you need to use the ‘Update Checksum’ command every time you modify a file outside of EF to let it know you did so. A checksum, non-technically speaking, is a way to digitally check if a file has errors. If you don’t manually update the checksum on your files that you externally edit, EagleFiler has no way of knowing if the changes in the file were legit or if the changes indicate corruption. If you do keep your files updated in this manner, you can periodically check your files using ‘Verify’ to see if everything is OK.
It’s not a show-stopper if you don’t do this, just know that if you don’t, the app has no way to detect problems with your files. I think it’s worth the effort. I do, though, think that EagleFiler could help us out a little more here. While you can add ‘Update Checksum’ and ‘Verify’ to the Toolbar, these items are not there by default. Another option might be for the program to display a pop-up reminder when you save back an externally edited file to remind you to update the checksum (or, better yet, a pop-up with a button to update the checksum as you save it back to the library). The checksum and verify tools are an important way to keep your files healthy for the long-term, and I think the developer could do a better job at making this easier to do.
From the developer: “Agreed. I definitely need to make it easier for people to use checksums and still edit from other apps.”
As it is now, I’d wager most users never use these features. That’s a shame, because it’s one of the features that make EagleFiler stand out. By the way, this is something that you wouldn’t have to worry about if all of your files were stored in an enclosed database (like Yojimbo does).
From the developer: “With a database, all the access to the data would go through the app, so theoretically it could update the checksums automatically (with the tradeoff that it’s impossible to modify the files with another app). But, as far as I know, none of the database apps actually do this; they have no way to check the data integrity at all.”
There are trade-offs for having your files stored externally, which we’ll talk about next.
How Your Files are Stored
It’s always a good idea to have a basic understanding of how a given app handles your data, especially when you are entrusting your most important files to said app. Many info management tools on the market store all of your data in a database. While this isn’t usually a problem, it can be an issue down the road if it’s not properly managed. With EagleFiler, only a small OS X Core Data SQL database is used for each library to keep track of metadata such as what types of files you have, where the files are, and when you added or changed the files. The files, however, are not stored in a database. They exist in an open format, right in the Finder.
This means that’s there’s no need to worry about exporting items from a database down the road, because there is no database to worry about. There’s also no need to worry about losing carefully crafted metadata should you stop using this tool, as it’s all saved with the file in Spotlight-friendly format. And you don’t need to worry as much about database corruption. Even if your EagleFiler database gets corrupted, is accidentally deleted, or is destroyed, your files will still be sitting there in your Finder, complete with metadata in tact. I like this. While I wouldn’t hesitate to collect all of the documents on my system within EagleFiler, I wouldn’t want to collect all of my documents in a program that stored them in an enclosed database.
An important caveat: while your files are in plain view and may be manipulated outside of the program via the Finder, don’t do it unless you’ve stopped using the program. This sort of file system is immensely appealing because your files are not locked up in a database. It means that you can stop using the app at any time without worrying about exporting your stuff. However, while you are using EagleFiler, remember that it’s doing the job of monitoring and managing these files. If you
modify or move things around add, delete, or move files in the Finder, EagleFiler will no longer be able to properly do that job for you.
If you choose to encrypt a library, your files are stored a bit differently. They’re placed in a password-protected sparse image bundle. What you need to know is that this file must be opened and your password entered to view the protected library. Once you open up it up, a disk image mounts on the desktop. All of your files reside inside this image. To close this library, you must close the library in EagleFiler, then eject the disk image on your desktop. I don’t have any issues with this, but I will say that it’s not very elegant and may put some people off. It’s annoying that the encrypted file only shows up in EagleFiler’s ‘open recent’ menu item when it’s opened. If it’s closed, you’ll have to find it in the Finder or search for it in Spotlight. To make it easier to work with an encrypted library, I found it’s easiest to create a shortcut to the sparse image (in the dock or on the desktop).
It’s worth noting that you can store files for EagleFiler in your Dropbox or SugarSync account to access your files from multiple Macs. There’s an important caveat, though: if you use file color labels or custom icons, those items will be lost using these services because the services don’t fully support Mac files. However, you can create an encrypted library for use on these services that will maintain all of your metadata (as it stores your files in an encrypted self-contained disk image).
1. Could I figure out how to use the app with minimal fuss (w/o documentation)?
I could figure out the basic functions of the program, but I didn’t really get what it could do until I read the documentation. It’s quite a powerful tool, but only if you slog through some of the documentation. If you’re going to invest in the app and entrust it to managing your files, it pays to get to know it well. If you’re looking for a light manager to store snippets and occasional documents, it may be more power than you need. It’s a solid choice, though, if you’re looking for an app to take over the management of most (if not all) of the documents in your digital life.
2. Was I still enthusiastic about using the app after several weeks of use?
I’ve just completed my 30-day trial, and I’ve grown enthusiastic to the point of dependancy. That speaks well for EagleFiler. I would say this app gave me much better focus into my documents, something that the Finder lacks. It also provided me with the basic note-taking/storage needs that I enjoyed while using Yojimbo. Finally, because the database is only storing metadata, it’s a light-weight program in terms of CPU usage. I have no issues with leaving it running all the time. That made it easy to start using it as my central file repository. While it fully meets my file organizer needs, it only met some of my note-taking needs. That isn’t necessarily a criticism. What I’m saying is that I have other solutions to meet my snippet storage needs (JustNotes for non-sensitive notes (a free program that syncs with Simplenote on my iPhone), and 1Password (a popular paid app that stores my sensitive notes, passwords). For those notes that I don’t store in JustNotes or 1Password, EagleFiler does the job.
3. How well does the app integrate into the Mac OS?
Quite well. As evidenced in the section on entering data, there are many ways to get things done with this app. My one complaint is that some of the EagleFiler commands (inspect, verify, checksum) could be better integrated within the application.
4. How did it feel?
For users of Apple Mail and a host of other Apple and third-party apps built in OS X, the layout and basic functions of EagleFiler will be immediately familiar. From a visual perspective, I’m underwhelmed by the application and tag iconography employed by EagleFiler. It’s a minor point, but making these icons a bit more stylish might make this app feel a bit friendlier and more accessible. Compare the look and feel of EF with Yojimbo and you’ll see what I mean. Looks are important. I’m not asking for eye candy. Rather, I’m asking for a more elegance in appearance to help inspire users to dive into this powerful application.
How does EagleFiler fit on the triangle? I’d say it’s about 75% file organizer; 20% notebook; 5% visualizer
The file organizer and notebook percentages are fairly obvious, but you may wonder why I gave it 5% visualization. It’s because it can be used to manage and organize projects within a library or in multiple libraries; its note-taking capabilities include support for outlining; and a good system of smart folders and tags can be a real handy tool to not only organize your files and notes, but to see how they fit together. As a file manager and note organizer EagleFiler works impressively as advertised. There are plenty of choices out there, though, if you’re looking for a more powerful visualization tool.
I didn’t hit on all of the features of this app, but hopefully hit the highlights. EagleFiler is a compelling alternative to the Finder for organizing files, and a competent note-taking tool. Is it worth the $30 price of admission? I think it is, but only if you take the time to learn how to use it. While it’s not necessary to read the entire 125-page user manual that ships with the software, it is necessary to peruse the first few chapters to understand how to tap into some key features. Those features are what transform EF from a simple Finder alternative into a tool that can help to make your information better perform for you.
EagleFiler offers a 30-day trial.