Presented at the 2016 Community Engaged Research Institute. How researchers can cut down on the tedium of their work by using tech tools and cultivating a practice of automation
5. What is Automation?
Using some process to let the computer take
care of an action or actions rather than doing
them manually
“Social Media Time” – Clock strikes 7:30am
Open Feedly
Open file tweets.csv
Open Facebook Page admin panel
Bring up posting checklist
Play “Morning Playlist” on iTunes
Popup message saying, “Get Posting!”
6. Why Automation and
Power Usership?
Your time is
precious
Tedium rots
the brain
You feel like a
genius
7. These Things Add Up
1/3 of life is spent
unconscious
4 weeks brushing
teeth
In the afterlife, you’ll
relive these things in
sequence
How do your
cumulatives stack up?
10. Keep In Mind
We’ll use specific examples, but focus on the
utility genre
We use examples, but power usership and
automation are personal missions
Use AlternativeTo.net to find other apps
11. Before We Get Started…
Buddy up
Write down as many tedious, repetitive, mind
numbing, boring, things you have to do (or
make your RA do) in your work
No complaint is too small
12. Hold Onto Your List
Make note of when you see a connection
between these tools/processes and your
problems
Don’t try and work problems out, just make
note and we’ll talk through some of them at the
end
18. Text Expanders
Generic term for utilities that watch for a typed
string trigger and then replace it with another
string
Strings are sequences of characters
Trigger/Expansion pairs are called “Snippets”
Doctors use them to write reports
Medical terms are long and complicated
‘chlx’ ➡ ‘Chlorhexidine’
‘tdap’ ➡ ‘TDaP’
19. Features to Look For
Taxonomy
Should allow you to organize effectively
Tags or Groups
Placeholder Tokens
Allow for inputs
Keypress Tokens (advanced)
Tab, Return, Arrows, etc.
22. What Are App Launchers?
Utility that let’s you search for files, apps, or
the web and perfom actions
Mac = Spotlight
Windows = Windows Key
23. Alfred
Create custom searchs and use them instantly
No need to go to a site or database to search it
Don’t break your train of thought!
Search
Journal Databases
JSTOR
Google Scholar
Nearly Anything
26. Automator
Mac’s graphical process builder
Chain together actions to get desired result
Pretty user friendly, but also a pain
Google “Must have Automator workflows” to
explore its uses and how to build things
27. Automator
Workflows
Happen inside Automator
Applications
Saved as a .app file and used in the finder
Service
Actions that can be summoned from the service
menu or contextual menu (right click)
Folder Actions
Apply rules to folders that they’ll automatically
follow
29. What Are Macro Editors?
Macros are a preset series of actions and
instructions
Pairs of Triggers and Actions
30. What Kinds of Triggers?
Hot key
Typed string
Time
Connecting to a network
Adding files to a folder
31. What Kinds of Actions?
Move mouse to coordinate and click
Access application menu items
Write to a file
Type text or keystrokes
Open or switch applications
Set and call variables
32. My Favorites
Chrome — ⌘ + L
Copy URL of current page
Everenote —⌘ + K
Activate link editor, paste most recent link, hit return
Text — twf
Pastes current clipboard as plain text (non-formatted)
Anywhere — researchmode`
Launch Off Campus Access (if off campus)
Open research folder
Bring up current task overview
Calendar – Switch to Calendar
Switch to Week View and center on today
33. Tips for Growth
Start small
Don’t overwhelm yourself with things to
remember
Set limited goals for the week
Copy others
Embrace the reward over the gain
You deserve it
34. An example of doing boring stuff less
boringly
Case Study: Fun With URLs
35. Link Checking
The Need
To check lots (dozens to hundreds) of URLs to
see if they’re active
The Bad Way
Copy the URL, Go to browser, Paste it in, Mark
result
The Better Way
Give a link checker 50 links at a time, mark the
bad ones
36. The Process
Repetitive tasks are best left to the computer
URLitor will check multiple links for you
Will even give you the results as a spreadsheet!
37. Link Opening
If you need to actually look at things on the
page
Many web tools will do this
Open All URLs
Multiple Link Opener
URL Opener
Opens any URLs you give it in new tabs
38. Multiple Similar Searches
Need to do searches where only one or two
things change
Put the search phrase into a spreadsheet
Create formula to generate search URL
Paste into URL opener
39. Query Strings
Like with Alfred, searches are just URLs
Google
https://www.google.com/search?q=SEARCH+TERMS+HERE
I’m Feeling Lucky
https://www.google.com/search?btnI=&q==SEARCH+TERMS+
HERE
Search terms go in Column A
Formula for query string in Column B
=CONCATENATE("https://google.com/search?btnI=&q=+",SUBST
ITUTE(A2," ","+"))
40. Finished Product
You now have your query strings
Go ahead and use one of the URL openers
42. What Looks Useful?
Did anything here sound useful?
What specifically will you use any of this for?
Did any of this relate to what you wrote at the
beginning?
What repetitive tasks do you want solutions
for?
Power users are people who aren’t satisfied with using their tech the same way that 90% of the general public does
Modern tech is built for usability. Developers and designers ask the question, “How can we make this work for everyone?” Power users ask, “How can I make this work for me?”
Power users are never satisfied with the out of the box experience. They know that things could work better and are comfortable enough to seek out solutions to the problems or inefficiencies they percieve
They try out new apps and utilities until things work just they way they want them to
Being a power user is not about being a “techie”
It’s about being a problem solver
Power users know no profession, department, division, gender, or race
Do you use any keyboard shortcuts? Congrats, you’re already on your way
You’ve already said to yourself, “taking the time to learn something is worth it to not do boring stuff again”
It can be as simple as creating a new keyboard shortcut or as complex as launching a work persona
We want things to be rewarding
Getting that piece of data is rewarding, making that connection is rewarding, having the answer to your research question staring you in the face is rewarding, slog is not rewarding
By adopting the ehtic of automation, you convert slog to a challenge, and challenges completed are a reward
You deserve to have all the parts of your work be rewarding
I have a
To get participants primed, we’ll have a short period for them to bring to the forefront all the annoying things they have to do
The idea is that as we go through the material, they will see in the tools possible solutions to their problems
Having them buddy will allow people to remind each other of common struggles and build off each other
Let them know that we don’t want them to go off on a mental tangent
Just make note of when they see a connection so they can bring it up at the end when we discuss personal applications
I was getting a tetanus shot and was chatting with the doctor while she typed up the report
I noticed that she would type short strings and it would expand to multi-word medical phrases
Start small
If you try to many things at once, you’ll get tripped up
Set small goals for the week
Copy others
There are automationist and power user communities out there. Seek them out and learn
Embrace the reward over the gain
Sometimes there’s not much past the break even point
i.e. you made a solution that didn’t end up saving you much time
Don’t fret, you did something that felt rewarding and you honed your skills. Embrace the feeling of win
At this point I would open things up for discussion