Surfulater V1.96, B2.0 released – calm seas ahead

Putting a new release out is always a high pressure time, so many things to do and check and then worry about whether you’ve got everything right. It typically comes at the end of long days of coding, getting everything you want to get into a release, in place and tested. The biggest concern is always whether you’ve slipped up somewhere and the release has got a problem which will cause your users some grief. The first 24-48 hours of a new release are usually my most restless and even though I’ve been doing this for a long time, the trepidation is ever present.

I’m pleased to say that most releases go without a hitch, which is just how it should be. The last release V1.96.0.0 fell a bit short though, with two quite serious problems being revealed. The first was that keys like Enter and Del didn’t work during article editing, if you started editing via. the slow click method. Fortunately if you started editing by clicking the pencil or any of the other methods, everything worked properly, so there was a straightforward workaround. This problem occurred because of the changes (improvements) I’d made to the HTML editing code, and it simply didn’t show up in my testing.

The second problem was of greater concern, and it turned out had been around forever. As you probably know you can add content to Surfulater while it is hidden away in the Windows System Tray. When you work this way a small notification window appears above the System Tray and informs you that content has been saved and where, then after 5 seconds it disappears.

System Tray Notification

 

I’d had a few reports saying the notification window would stay around for a minute or so instead of 5 seconds, however I’d never been able to reproduce this. To make things more difficult it seemed to only occur when certain other unknown software was running. This all changed with the V1.96.0.0 release when Dan Lucas reported a related problem where his web Browser was loosing focus when the notification window appeared. I wasn’t able to replicate this problem either, however I did finally get to see the problem with the window not closing and content not being captured, which I have to say I was pleased to see.

It turned out that the fix for the window not closing took all of a few minutes to implement, but Dan’s problem of the Browser loosing focus took another whole day. I had a fair idea why this might happen, but I was working in the dark because I couldn’t see it for myself. Dan was a fantastic help and let me send him some pre-release versions, to verify I had indeed resolved the issue.

Long story short, new releases are always a trying time for us software developers. These days the Internet is a huge boon though, as we can quckly turn around a new release and get it in your hands.

So this release is, as I said in the release notes, primarily to fix a few pesky problems in the V1.96.0.0 release. I also took this as an opportunity to squeeze in a few other things that I wanted to get into the last release, but had run our of time, plus some bits and pieces. See the release notes here and in the Help for full details.

My clock tells me it is now 26 and a bit hours since V1.96.2.0 was released and so far it has been smooth sailing. Hopefully the release seas will remain calm for a time.

 

Surfulater V1.96, B0.0 released – A Happy Easter

It’s here, and just in time for Easter. As I mentioned in my last blog post the latest Surfulater release somehow got away from me, delaying its release more than I like. I try to get a new release out about every 4-6 weeks and have been reasonably successful at that so far.

There are several reasons why this release took longer. First researching the requirements to import bookmarks from seven different sources was time consuming, as was testing. Next we’ve had some great new users come on board these past few months and this resulted in higher levels of forum activity and direct communications. All great stuff, but there are only so many hours in the day, so something has to give. Then there has been other diversions such as the great Tucows review and OnFolio being purchased by Microsoft, leaving some users contemplating its future, worrying about their data, and looking at alternatives like Surfulater. And finally the list of things I wanted to do for this release kept on growing, as you’ll see by the over 40 items in the release notes. The good news is that it is out and I can breath a sigh of relief and have a bit of an easter break.

But before I do, I’ll run through some of the new features in this release.

The ability to import bookmarks has been on the todo list for a quite some time. Many of you will have read of my reluctance to clutter Surfulater with hundreds or even thousands of bookmarks (one person told me he has over 10,000), but as you will see I finally relented. This is the new File|Import sub-menu:

Import Bookmarks menu

From here you can import bookmarks from Mozilla Firefox, Internet Explorer and any application that can Export bookmarks in either Netscape or XBEL Bookmark formats. For the latter I’ve specifically included support for Compass, Linkman and Powermarks programs. See the Help topic Power Features | Importing Bookmarks for more information.

The Web Browser context menu includes a new item to enable you to Bookmark web pages in Surfulater as shown here:

 

Updated Web Browser context menu

 

Next I spent quite a chunk of time improving the user interface for content editing and fixing related problems as reported by Mark Vincenzes and others.  Improvements include a dotted outline around the field that has focus as shown here:

Field focus outline

When an article field has focus you can press F2 or left click to edit the field. If you left clicked to give the field focus in the first place, you need to wait about .5 of a second before clicking a second time. The behaviour of Tab and BackTab (Shift+Tab) have also been improved. They now move the focus to the next or previous field within an article. Finally if you’ve made editing changes and press Escape you are now given options to save the changes, discard them or continue editing. Further improvements are also slated. See the Release Notes for full details.

Briefly moving back to Bookmarks, you will see that they include a new Rating field. As you hover your mouse over the rating stars, they change color to indicate their potential new setting. The selected rating is also displayed in a popup tip and on the status bar.

Hover over Rating

To lock a rating in, click on a star and the colors of the selected stars change again to indicate their final setting.

A set rating

I’ve only added the Rating field to the new Bookmark article template, however it is easily added to any template. You’ll be able to search Ratings when Advanced Search is implemented. 

The Bookmark template also includes Modified and Visited fields which can also be used in other templates. Also note that the collapsed Bookmark layout in the content window differs to the other article templates in that it includes the Web address and doesn’t allow editing. There is also a new Note article template with its own characteristics. All of this highlights the flexibility inherent in Surfulater’s design.

I want to touch on two final updates before I call it a day.

First approximately 40 new images have been added to the Knowledge Tree image selection palette. I’ve also updated a number of images with complimentary, but better looking images. Again see the release notes for full details.

New tree item image pallete

 

And last but not least the XML Clipboard Format that Surfulater uses to capture content from other applications has been updated to enable better integration with applications other than Web Browsers. This is the result of lengthy Forum and private discussions between Perry Mowbray and myself. I intend to write a Blog post detailing the updated format in the next few days.

I’ve only covered the main updates in V1.96.0.0 here, so ensure you read the release notes in the Help (and in the Forums) to get the complete picture.

Happy Easter to all.

PS. Hi Kate if you are reading. :) 

Another great new Surfulater release is imminent

In case you are wondering what is happening in the world of Surfulater right now I have good news and good news. The next release is very, very close with important new features such as the ability to Import Bookmarks from Browsers and from a range of Bookmarking programs including Linkman, Compass and PowerMarks, along with a new Bookmark article template and a range of other goodies. The release notes are shaping up to be the longest so far!

This is a partial screen grab of the new Bookmark template:

Bookmark Template

This release has taken on a bit of a life of its own and because of that it is coming out later than scheduled. This has also put me behind on posting here on the blog which is really frustrating as I’m bursting with things I want to write about.

The bottom line is that I’m wrapping up the last few loose ends, then I need to update the Help and then release. I’ll be disappointed if it isn’t released by the end of this week.

Surfulater – A Dr. File Finder – Tucows Favorite

The level of interest in, inquiries about and sales of Surfulater and have jumped up nicely in the past few days, for a variety of reasons. One is the very positive review of Surfulater by Michael E. Callahan, aka. Dr. File Finder at Tucows on 27 March. Michael concludes his review with:

I find the program to be very useful. In fact, I’ve come to like Surfulater so much that it’s not only a Pick but it’s also one of my Dr. File Finder Favorites and those are few and far between. Check it out … I think you’ll like it!

Michael has been reviewing software for quite some time (in the average year he evaluates 10,000 programs), and must see products that traverse the landscape from woeful to great. I am extremely pleased that Michael has placed Surfulater somewhere in the latter category.

Michael first contacted me in late 2005 indicating he was interested in reviewing Surfulater type programs and we had an interesting exchange at the time as we’ve both been involved in the software business for a long time. As often happens I didn’t know the review had actually been published until after the event. It is currently flagged on the Tucows home page which is great and I look forward to hearing from more Tucows readers.

Here is Dr. File Finders review in full:

Surfulater, by Soft As it Gets Pty Ltd is a program that I use myself to gather ideas of articles. Rather than jot down notes about a topic I might want to write about, I use Surfulater to “grab” the idea and save it for me. No typing involved. The program lets you save anything you find on the Internet. At the same time, the program makes it easy to organize information as well. It’s perfect for anyone doing research, gathering information, and so on.

Surfulater lets you put things in categories and you can even cross-reference entries. I actually have categories that are related to columns here on Tucows. So, I have a “How To” category, a “Tell Me About” category, and so on. The program is very intuitive and easy-to-use. To me that makes it perfect for users with all levels of experience. Another feature that I really like is that it supports Firefox which is my default browser. Some of the other programs only work with Internet Explorer.

Surfulater makes it easy to gather information, to save things that you want to read later, and more. Create as many categories as you want and the build your own library of information. I find the program to be very useful. In fact, I’ve come to like Surfulater so much that it’s not only a Pick but it’s also one of my Dr. File Finder Favorites and those are few and far between. Check it out … I think you’ll like it!

Thanks Michael.

Evaluating Software from a Users Perspective

Jonathon Giebeler has very recently discovered and purchased Surfulater and made a really interesting post over on another forum, where Surfulater related software is being discussed. I have to admit I mentioned this discussion to Jonathon during an exchange of e-mails, as I thought it would be of interest to him. I had no idea the outcome would be a very enthusiastic post about Surfulater and also a discussion on how Jonathon evaluates software. I follow a very similar evaluation process to Jonathon, but mostly use search engines to locate products, not software sites.

My guess is that most people are fairly ruthless when evaluating software, I know I certainly am. Jonathon’s point 5 “If the UI sucks – uninstall the program” rings true to my ears. Very few people give first impressions a second chance. I wouldn’t for a minute suggest that Surfulater has the best UI around town and as sure as I’m sitting here writing this, there will be people who have uninstalled Surfulater as quickly as they installed it, but hopefully not too many.

 Without further ado here is Jonathon’s post in its entirety:

Just a quick note on this.  During the last few weeks I downloaded a ton of programs (including the ones discussed at the beginning of this thread).  I don’t see what the interest in MyBase is?  I installed this program and promptly uninstalled it because I didn’t see anything I wanted to use. 

In my view (perhaps different from yours because I am an architect/law student).  I want a nice UI and easy access to my information.  The information is what it is all about.  As far as a text only programs there should be not discussion.  There are a ton of text editors that all do the same thing.  What is important is a tool that will allow you to gather information from everywhere (the web included) organize it (usually trees) and link it. Obviously the ability to grab information from the internet is important (because there is so much information out there) but you need to also be able to use simple text or import from other sources, docs, pdfs, etc. 

With this said, I am placing my bet on Surfulater.  I down loaded this program with about 20 others and it is still installed.  My process for evaluating is as follows:
1. Go to download.com and do a general search so you get as many results as possible (then do it again so you do miss it)
2. Go through the hundreds of results, read the descriptions, look at screenshots, visit homepages, and finally download promising programs.
3. Install all the promising programs (I do it while I am searching)
4. Gather all the new shortcuts on the desktop, and open each of the programs
5. If the UI sucks – uninstall the program
6. Take a closer feature look at each of the remaining programs.  Can you import the information you want? Does it work well with other programs? Can you input data easily (i.e. is the structure of the program not so restrictive that it takes to long to input simple date), etc, etc,

I did this, and have already deleted many “promising” programs.  Surfulater is still running and here is  why:

It is a web companion yes, but I can also use it to input practically anything else with the attachment and clipboard utility.  To understand the features you’d have to try it.  A good quick view of the possibly it to look at the help section – it was created in the program and is obviously not just clippings from the web.

Here are a few features I loved:
1. I can create many different “books” (that’s what I am calling them).  I have created, Projects, Personal, School, and AEC.  The books are displayed as colored tabs along the top so I can quickly switch between each, and in each book I can have as many articles and folders I want. 
2. It is the best for capturing web articles.  I can download just the part I selected, the selection and the page (which appears as a thumbnail by the imported selection), or the selection and a link to the page.  The title automatically is inserted as well as a link.
3. Here come the best features – accessibility to data – to any note I can add comments, a reference, attachments, or “see also” (which creates a bi directional link to another article. 
4. Visibility – I have never seen this feature but I love it.  Next to each of the items noted above there is a minimize button so I can hide, the article and just view my comments, links, etc.  Also if I click on the “Roofs” folder I can see all the sub articles instantly without having to select each separately.
5. The clip board tool.  I am working on a project with about 100 pages of restrictions, and I am using Surfulater to organize these.  I scanned the document into PDF format.  When I read something I need to reference, I select it and copy it, then I go to Surfulater and create a new article base on this selection, then I put in my comments, i.e. what we are going to do to comply with the requirement

Anyway the possibilities are endless.  I really never write reviews for programs, but I am just extremely impressed with Surfulater.  I haven’t found a program quite like it, and if you guys really want the best editor  – information compiler- possible, I would at least try it.  I still don’t understand what you liked about MyBase.  I chose “General knowledge Base 2.2” over MyBase, and even that has been replaced by Surfulater…did I miss something?  I don’t remember being impressed.

Thanks Jonathon, the cheque is in the mail. 😉

Surfulater V1.95, B0.10 released

I started writing about the new Surfulater release a few hours ago, and that turned into One or many Knowledge Bases and Tree Filters, so here I am again.

The reason I wrote about whether to use one or many knowledge bases, relates to the most important new feature in this release, which is the ability to copy or move folders and articles from one knowledge base to another. This has been needed ever since I updated Surfulater to enable you to use multiple knowledge bases.

A message I received earlier today from David Britton sums this up nicely.

THANK YOU SO MUCH for this latest version, especially the ability to cut and paste articles between databases.

I have a lot of databases that need consolidating and better organization, and now I can do that.

I don’t tend to plan ahead very well, so the ability to clean up things after several research binges is very welcome.

Sincerely,
David R. Britton Jr.

I suggest you read the Help Topic Copy/Move Articles & Folders across Knowledge Bases before using this new feature.

Other enhancements in this release, include the ability to expand and collapse the entire tree or all folders in a branch, the ability to only show articles for a given folder, so that it is easier to move articles around in the tree, reorganization and updates to the Help, plus other bits and pieces as documented in the Release Notes which are here and in the Surfulater Help.

While I was writing the previous article I discovered a nasty bug in yesterdays V1.95.0.0 release where Surfulater would  crash when you copied or moved an article in the tree. I couldn’t believe my eyes when this happened. It was caused by a a silly oversight I made while writing the code to copy across databases. The good news is it was easy to fix, as you can see by this rapid release of V1.95.0.10 which can be downloaded here.

One or many Knowledge Bases and Tree Filters

Their are two schools of thought when it comes to filing information; store everything in one big file or break things up into smaller, easier to manage, separate files.

When I designed Surfulater I went down the path of one big file, thinking this would make Surfulater easier to use, because you didn’t need to go around opening, closing and creating files. It didn’t take long at all for our users to tell us they really did want to use multiple files and Surfulater was changed to suit. Their is no right or wrong way to handle this, although some may disagree. It is a matter of what works best for each individual.

The argument for one big file stems from the point of view that all content should be stored together in one place, and the software provides sufficient means to view and work with various subsets of information, to overcome the problem of managing and working with what otherwise might be overwhelming. For example you could hide all folders except those in a specific branch, or only show articles that match some search criteria. You can think of these as filters which strain out most content, leaving behind only the juicy relevant bits.

Surfulater already has some capabilities that let you restrict the content shown in the Knowledge Tree. For example you can hide all articles except those in a specific folder or hide all articles period, or show all folders fully expanded, without any articles. And there is the Chronological tree view that shows content according to when it was added. These are a good start but we need to do more and will.

Fortunately the tree control I’ve written for Surfulater is very fast and was designed to enable tree items to be shown or hidden at will, without having to re-populate the tree from scratch. You can see this for yourself by using F9 or Show Articles and notice that the tree is instantly updated, even when it contains a large number of items. Without this capability, filtering a large tree would be impractical.

So the groundwork has been laid to enable us to provide more ways to filter information to help you focus on what’s important at a particular point in time. I’ve got several ideas for filters including letting you create your own via say a search string. I’d welcome your suggestions on this.

I need to wrap up as I’m told some of my posts are getting a bit long. I’ll end with a few comments. Multiple knowledge bases currently work best for me. This may change as more sophisticated capabilities are added like filters and keywords, but I somehow doubt it. Trees are well trees, and the bigger they get the more time you waste working the tree, instead of getting things done.

Our first release for 2006. An exciting year ahead.

A new year and the first of many new releases await with V1.94, B0.0 ready to go. As each week comes and goes we get more and more people finding out about Surfulater and the terrific capabilities it has to make saving and building knowledge so quick and easy.

For a product like Surfulater to be a success and thrive we need to keep building our customer base, which takes time. And of course to turn folks into customers, we must produce a product they want, one that meets a need and isn’t a pain in the backside to use. It is clear from the feedback we keep receiving that we are on the right track, both in meeting a need and having a product that is nice and easy to use.

One of our newest customers is Ville-Matti Niemi from Finland who wrote the following a few days back.

Hi Mr Franks

Thanks for your email and the fantastic product. My freetime is currently continuing studying utilizing the internet, and Surfulater is the best help i can imagine and ever used. I’ve been using it now for some days and i can say the program is worth every penny i paid for it.

Congrats for a very good, useful and first of all, very well made program.

Best regards and season’s greetings from the snowwy Finland.

Surfulater has proved itself popular in other ways too, with the last release being downloaded a record number over 12,400 times in just over two weeks. Most of these of were from China and other parts of Asia and if you haven’t guessed by now these were people trying to get a pirated copy. The same thing happened earlier in the year! It is very nice to be popular, but this isn’t quite the sort of popularity we are after as it doesn’t help our bottom line and diverts our attention away from what we need to be doing.

I received a great response to my recent post Surfulater, Under the Hood and Down the Road, both in comments, e-mails and posts on other forums. Respondents were impressed to see the level of openness put forward, which is apparently unusual in the ranks of software developers. I’ve always been forthright in my writing as I don’t want folks to think that we might be doing something that we’re not. This blog is a new and interesting way of communicating with you and I hope you get as much out of reading it as I do in its writing.

One area where we are stumbling a bit is getting people to appreciate all that Surfulater can do. When my good friend Sue Robinson suggested the name Surfulater, I took to it straight away, and I still think it is a great name. The problem is Surfulater does more than just save content from web pages, especially with all the new clipboard capabilities that make it so easy to capture information from other Windows Applications. Plus you can manage other information like todo lists, contact lists, music catalogues etc. The name “Surfulater” is a bit of a hindrance to get the broader message out, something we just need to keep working on.

I’m excited about seeing where Surfulater goes in 2006. Number one priority is not to deviate from our overriding goals of keeping Surfulater simple and staying focused on what Surfulater is all about – capturing information so you have a permanent record all in one place where you can easily find stuff again.

Fundamental to Surfulater’s future are suggestions from our users, so please do give us your thoughts. It won’t cost you a cent and the rewards could be… well, rewarding.

Surfulater V1.94, B0.0 released

A new year, and a nice new release to get everyone off to a great start. There are two specific new capabilities in this release I’m very pleased about.

Earlier in the year my good friend, musician and software developer Russell Robinson mentioned he wanted a way to easily add more content from a Web page to an existing article. You can of course use Copy in the Browser and Paste in Surfulater, but this is a bit clumsy and takes more steps (and time) than one likes. Russell suggested adding a new item to the Browser context menu, something like “Surfulater: Append content to Article”. While I basically liked the idea there were two points against it. First Internet Explorer has a limit to the number of items that will fit on its context menu, and once you exceed this, items fall off the bottom and can’t be used. Next I feel there is a need to keep the decision making process within the Web Browser as simple as possible. The more “Surfulater: xxx” menu items we add, the more the user has to stop and think about which one to use, which gets in the way of what we are trying to do. In the end I added Russell’s request to the todo list to ponder on some more.

The next call to action came from John Rivera’s Forum post Adding web content to an existing article. My first reply was along the lines of what I said above, but fortunately for us all John persisted and suggested adding “Append clipboard contents here” within Surfulater itself. I really liked this, as it fits nicely with the new Clipboard Hotkey and “New Article from Clipboard” features and doesn’t add more clutter to the Web Browser context menu. Further it has an extra advantage in that you can append the contents of the clipboard to any field in an article.

 

Append Clipboard to Field
 

The bottom line is you can now quickly and easily add more content from your Web Browser, a Word Document etc. to an existing Surfulater article. Thanks Russell and John.

The next new feature I want to mention is Attach File… which makes it easier to attach a file to a Surfulater article. Attach File uses a File|Open style dialog where you select the file you want, press OK and it gets added to your Surfulater knowledge base, appearing in the Attachments field. You can still use Windows Explorer + Paste to attach files, but the new method provides a quicker and easier way to permanently save files inside your Surfulater database.

 

Attach file to the current Article
 

Other changes in this release affect menus and toolbars, with new items added to both and a new toolbar layout.

The Article menu now includes Send To…, Go to the Search Results, plus the new Attach File…

 

Surfulater Article Menu
 

If you’ve been following my writings you’ll know how much I’m trying to keep Surfulater as uncluttered as possible. Adding the Article menu to the main menu bar (in the last release) wasn’t an easy decision, as it only duplicates items already available elsewhere and I don’t much like duplication. In the end I decided it was worthwhile having, especially for new users, as it puts some commonly used commands where they can’t easily be missed.

The ability to add content from the Windows Clipboard has been on the todo list for some time, but I have to say I didn’t realise how important and truly useful this was and how pleased I am with Clipboard capabilities added in the last release and this one. These latest features expand Surfulater into new dimensions for saving content from most any application, beyond its main role of saving web content. Together with the ability to attach files, you can truly keep all of the information that’s important to you, in one easy to find spot.

Surfulater V1.93, B0.0 released

I’m really pleased with this latest release of Surfulater. It includes several important new features that have been on the todo list for a while.

First up you can now highlight important fragments of text (think highlighter pen on paper), so they are easy to spot the next time you look at an article. I had a few problems coding this and went off down the wrong track, loosing several days in the process. It turned out to be quite easy in the end and I was able to build on some code I’d already written a while back.

Simply select the text you want to highlight (or markup) and click on the text highlighter toolbar button. You can also choose from a range of highlighter pen colors.

Text Highlighter Toolbar Button
Text Highlighter Colors
 

Highlighting can just as easily be removed by selecting the highlighted text, right clicking on the selection and choosing Remove Text Highlight from the context menu. You can also use the context menu to highlight the text. I was quite surprised that some other programs I looked at, didn’t have any way to remove highlighting.

Selection Context Menu
 

See the Help topic Power Features|Highlighting text for more information.

The next important new feature is the ability to create new articles from content in other Windows Applications. For example lets say you have some information in a Microsoft Word document that you’d like placed in a Surfulater article. You can do this in a few simple steps. First in the Word document select the text and images you want in the Surfulater article, copy this to the Windows Clipboard and finally press the Surfulater Clipboard Hotkey or use Article|New Article from Clipboard from the main menu. You will now have a new Surfulater Article containing what you had selected in Word.

The ability to capture clipboard content considerably broadens Surfulater’s information gathering capabilities and opens the doors to a range of new uses and users. Just like Web capture, Clipboard gather can happen with Surfulater minimized to the Windows System Tray or hidden behind other programs, so that it doesn’t interrupt what you are doing. And of course the Clipboard Hotkey is customizable. See the Help topic Power Features|Creating New Articles from the Clipboard for more information.

The final main change in this release is the addition of the Article menu to the main menu bar. If you’ve been reading this blog or our support forums you will know that my goal is to keep Surfulater as uncluttered and simple to use as possible, while still being incredibly useful. So I had to toss and turn a bit before adding the Article menu, as it does add a bit of clutter. However I feel it is justified, as it directly exposes important Surfulater capabilities that may not be all that obvious, especially to first time users. It also includes functions that are not available elsewhere and is a placeholder for future features.

There are some other nice new touches in this release and a few bug fixes, all of which are described in the Release Notes in the Help and in the Download Forum.

As always please do let me know what you think about this release and Surfulater in general. I’m waiting for your call.