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Personal Information Management
 Strategies and tools for professional victory and personal pride



                          Robin Davis
           Emerging Tech & Distance Services Librarian
                         January 2013
No!                                          Yes!
                       drowning in bad                                     immediate access
                       file organization                                   through smart
                                                                           organization




   computers                                forgot something?
 and devices                                         no sweat
aren’t synced
                                                  your files are
 you need a                                device-agnostic and
presentation                                   accessible from
  you forgot                                         anywhere
    at home

                 computer dies,                                    your files can live forever,
                 your work disappears,                             no matter how many
                 your classes mutiny,                              computers die
                 you want to give up
Overview

What is Personal Information Management?

Ideal strategies
 Smart backup: on-site, off-site, continuous, scheduled
 Know where your data is and how to get it out
 Be able to access some/all of your files from anywhere

Tools highlighted
 Backblaze
 Evernote
 Mendeley

Other resources
What is Personal Information Management?


  Inputs Files, emails, notes, citations, images, tasks, etc.

  Elements Organize, access, search, edit, share, preserve, use

“Personal Information Management is a combination
 of strategies and tools that let you combine these inputs
 and elements to save time, work more effectively, and
 accomplish your goals.”


Not just having cool apps... but an approach to life!




Definition of PIM courtesy Jared Dunn
Back up everything, all the time

On-site backup
External hard drive
Usually scheduled: once a day / week
Drag & drop folders or use service like TimeMachine

AND

Off-site backup
Usually a paid service
Backs up on schedule or continuously
Common services include Dropbox, Backblaze, Mozy,
 Carbonite, Crashplan
Be careful with your data

Can I export my data in a common,
readable format? (.pdf, .txt, .csv, .html)
Your data is yours!
Be careful about locking yourself into a software or service.



How secure is this service / site / software?
Has this company had any major security
breaches in the past? Do they seem shady?
Web services can and do change their privacy policies all the time. Caveat user.

Use a different password for every account you make.
Come up with a mental algorithm to help you remember each login.
Change your major passwords at least yearly.
Access from anywhere

                  Use the Cloud!
                  ...Wisely.
Tool highlight:

Backs up your hard drive to the cloud
Continuous (recommended) or scheduled

Paid service ($50/year, + $5/extra computer)

Emergency? Restore entire hard drive

Just need a file or two? Have them emailed to you

Secure: 2,048-bit RSA Public/Private encryption key to secure
a 128-bit key that encrypts your files. (Still, be cautious.)
                 http://www.computerworld.com/s/article/9223805/5_online_backup_services_keep_your_data_safe
Tool highlight:

Notes ecosystem in the cloud

Free (all you probably need) or paid premium

Desktop clients, smartphone apps, web app

Exports as HTML
Tool highlight:

Manage citations and find papers

Free (all you probably need) or paid premium

Social(ish)

Desktop client, smartphone/tablet apps,
web app + browser bookmarklet
Review                                      Other resources

Personal Information Management is a        usesthis.com
 combination of strategies and tools that   what do people use to get stuff done?
 empower you to work more effectively,
 save time, and accomplish your goals.      big list of PIM tools and services
                                            http://goo.gl/gp1ni
Ideal strategies
»»Smart backup: on-site, off-site,
  continuous, scheduled
»»Know where your data is and how to get    Mark Zubarev
  it out                                    mzubarev@jjay.cuny.edu
»»Be able to access your files anywhere
                                            Robin Davis
Tools highlighted                           robdavis@jjay.cuny.edu
 Backblaze
 Evernote
 Mendeley
Bonus tool!

Collaborative lists
To Do, Doing, Done

Keep track of your
progress in a project

Web app +
smartphone apps

Alternative: Asana
Bonus website! usesthis.com

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Personal Information Management Strategies and Tools

  • 1. Personal Information Management Strategies and tools for professional victory and personal pride Robin Davis Emerging Tech & Distance Services Librarian January 2013
  • 2. No! Yes! drowning in bad immediate access file organization through smart organization computers forgot something? and devices no sweat aren’t synced your files are you need a device-agnostic and presentation accessible from you forgot anywhere at home computer dies, your files can live forever, your work disappears, no matter how many your classes mutiny, computers die you want to give up
  • 3. Overview What is Personal Information Management? Ideal strategies Smart backup: on-site, off-site, continuous, scheduled Know where your data is and how to get it out Be able to access some/all of your files from anywhere Tools highlighted Backblaze Evernote Mendeley Other resources
  • 4. What is Personal Information Management? Inputs Files, emails, notes, citations, images, tasks, etc. Elements Organize, access, search, edit, share, preserve, use “Personal Information Management is a combination of strategies and tools that let you combine these inputs and elements to save time, work more effectively, and accomplish your goals.” Not just having cool apps... but an approach to life! Definition of PIM courtesy Jared Dunn
  • 5. Back up everything, all the time On-site backup External hard drive Usually scheduled: once a day / week Drag & drop folders or use service like TimeMachine AND Off-site backup Usually a paid service Backs up on schedule or continuously Common services include Dropbox, Backblaze, Mozy, Carbonite, Crashplan
  • 6. Be careful with your data Can I export my data in a common, readable format? (.pdf, .txt, .csv, .html) Your data is yours! Be careful about locking yourself into a software or service. How secure is this service / site / software? Has this company had any major security breaches in the past? Do they seem shady? Web services can and do change their privacy policies all the time. Caveat user. Use a different password for every account you make. Come up with a mental algorithm to help you remember each login. Change your major passwords at least yearly.
  • 7. Access from anywhere Use the Cloud! ...Wisely.
  • 8. Tool highlight: Backs up your hard drive to the cloud Continuous (recommended) or scheduled Paid service ($50/year, + $5/extra computer) Emergency? Restore entire hard drive Just need a file or two? Have them emailed to you Secure: 2,048-bit RSA Public/Private encryption key to secure a 128-bit key that encrypts your files. (Still, be cautious.) http://www.computerworld.com/s/article/9223805/5_online_backup_services_keep_your_data_safe
  • 9.
  • 10. Tool highlight: Notes ecosystem in the cloud Free (all you probably need) or paid premium Desktop clients, smartphone apps, web app Exports as HTML
  • 11.
  • 12.
  • 13.
  • 14. Tool highlight: Manage citations and find papers Free (all you probably need) or paid premium Social(ish) Desktop client, smartphone/tablet apps, web app + browser bookmarklet
  • 15.
  • 16.
  • 17. Review Other resources Personal Information Management is a usesthis.com combination of strategies and tools that what do people use to get stuff done? empower you to work more effectively, save time, and accomplish your goals. big list of PIM tools and services http://goo.gl/gp1ni Ideal strategies »»Smart backup: on-site, off-site, continuous, scheduled »»Know where your data is and how to get Mark Zubarev it out mzubarev@jjay.cuny.edu »»Be able to access your files anywhere Robin Davis Tools highlighted robdavis@jjay.cuny.edu Backblaze Evernote Mendeley
  • 18. Bonus tool! Collaborative lists To Do, Doing, Done Keep track of your progress in a project Web app + smartphone apps Alternative: Asana