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Papers 2 and Papers for the iPad: the ultimate journal reading combination

Papers 2 for Mac

It's that time of year again: time to head back to college, grab those books and kickstart the academic term. This year, why not cut out paper from your scientific journal research workflow with the ultimate in journal management and reading for the Mac and iPad?

Management

Papers 2 takes journal management to the max on your Mac. Across academia and industry, Endnote is pretty much the gold standard as far as referencing goes. Yes, there are apps like Bookends, Refworks and BibTex, as well as a plethora of others including the new cross-platform offering from Mendeley, but none of them, including Thomson Reuters' offering, come close to Papers 2 when it comes to actually managing those hundreds of PDF files, importing them, sorting them, reading them, and most importantly, searching them.

Papers 2 creates a database of references, grabbing their metadata from Pubmed, Google Scholar and directly from science repositories like Science Direct, and attaching the PDF files. If you have a PDF, but no citation to import, you can just import the PDF into Papers 2 by simple drag and drop. From there Papers 2 can scan your file for a match, but if it can't find it automatically, it's just a case of manually editing the reference and hitting "Match." That'll kick you into a search form where you can just drag to select text and search for the reference with it, whether it's the title, author or journal, it'll scan the science directories for the matching reference and bind all the metadata accordingly.

Papers 2 Collections

On the organisational front, Papers 2 allows you to create folders of journal articles called "Collections," which can either be manually curated or a "Smart Collection" based on a search query like author name, title, or anything else contained within the metadata of each paper. In this way it's really easy to keep track of papers by species, methodology, results or even particular authors.

Speaking of keeping track of authors, Papers 2 can also keep track of your own published work. After you've imported your world changing/sure for a Nobel Prize this year articles into Papers 2 you can drag and drop them into a smart collection called "My Papers" under "My Research." It keeps track of the various journal articles you've authored and allows you to share your work via email, instantly creating a PDF, HTML, RTF or Word document summary from all or just some of your manuscripts.

Papers 2 also includes a kind of social network for science, called Papers Livfe [sic], which allows you to share what you're reading, view what's popular and share your ratings of papers.

Search

In a very Mac-like way, Search is an incredibly important and useful part of the Papers 2 experience. It allows you to search much more than just the author and the title within your journal library -- it takes the search into the article text itself. In effect, once you have a big enough library, you can just search for a gene, a topic, a process or anything else you're looking for and Papers 2 will do the legwork for you, pinpointing which articles have the keywords you're looking for, how many times they're mentioned and where in the article they are. With one search you can separate the wheat from the chaff and get down to the real information you need. It's time saving, allows you to be more comprehensive and most importantly, gets you the information you need fast.

Citations

Papers 2 Magic Manuscripts

Managing and allowing you to read articles on the screen is all very well, but if you can't get that citation out into the paper, thesis, or grant application you're writing what good is it? Thankfully, Papers 2 can either work in harmony with your citation manager of choice, be it Endnote or its ilk, or can completely replace it with its own citation manager called "Magic Manuscripts."

It runs as a little menu bar app that can be invoked using a customisable global shortcut, ready to paste a reference in the style of your choice into just about any text field as you can see above. If you prefer to use a citation manager like Endnote that has a built-in "cite-while-you-write" add-in for your word processor of choice you can easily export a single paper, a group of papers, a collection or two, or even you whole library to BibTex, Endnote, Reference Manager, Bookends or to any program that'll read the fairly standard RIS file format. From there you can paste your citations into your documents using your established workflow. Indeed maintaining a concurrent library across both Papers 2 and a citation manager is easy, as Papers 2 will import citations and any PDF files you have attached to them from Endnote and many others, meaning that you never have to start your Papers 2 library from scratch.

On the go

That's great, Papers 2 makes managing, searching and importing journal articles easy on your Mac. But wait, I haven't gotten to the best bit yet -- iPad integration.

Papers 2 iOS sync

Using Papers for iOS, which runs great on both the iPhone and the iPad, you can sync your journal library back and forth with your portable device. It's handy to have your entire journal library on your person at all times if you have an iPhone, just in case you need to quickly import a new paper or show someone something, but when you slap it on your iPad you get so much more.

I've been looking for a way to ditch paper copies of journal articles for years, and Papers for the iPad combined with Papers 2 on the Mac finally makes it possible. Syncing over WiFi, you can read any and all of your journal articles on the iPad anywhere you go without having to lug that stack of paper with you. You can either read full screen in landscape or portrait, or zoom in to get a closer look.

The interface is intuitive and makes blazing through those papers easy. Once you've found something interesting you can highlight it, annotate it with a dropped pin, or simply attach a note to the whole article. It makes the traditional process of printing, highlighting and scribbling notes in the margin totally obsolete and saves trees and time too. About the only thing Papers for iOS is missing is text search within the articles themselves, but everything else I could think of is there.

Papers for iPad

Verdict

With Papers 2 on your Mac, and Papers for iOS on your iPad, you really have the ultimate in journal organising, reading and annotating, all without paper, all without fuss. If you're starting a new academic year, or just looking for a better way to do things, then Papers 2 is certainly worth a look. If you're a Mac user, you're going to love it, and if you're not, well it might be the push that gets you to switch.

Papers 2 for the Mac is available for US$79/€59 directly from the developers at Mekentosj.com (group and student discounts, as well as a 30-day free trial are available), while Papers for iOS is available as a universal app for $14.99/€11.99 from the App Store.



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Software Mac iPad

I've been looking for a way to ditch paper copies of journal articles for years, and Papers for the iPad combined with Papers 2 on the Mac finally makes it possible.
 

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Jwink3101

I read this article and all of the comments and I came to realize that I could use a software like this. So, I checked out papers. I was somewhat impressed. It made importing easy and organizing was fine. However, I would have really liked a way to annotate the actual PDFs with something like what Preview has built in. And, even with the student discount, I was not all that impressed with it for the price.

I didn't even try Sente because of the price and I wanted a local solution. Then it hit me, I had been using a program that can do this for a while. I used BibDesk to create a few BibTex files in the past. It had just about everything I could want and it is free!. So, I used my own folder structure and BibDesk with the files linked. Not only is it free, but it also uses a mostly plain text database so it can be future proof.

Finally, I put everything in my dropbox folder so I can read the papers anywhere. I haven't looked but I am sure there are some kind of PDF annotating dropbox-compatible software for the iPad to make it even better!

September 14 2011 at 10:47 AM Report abuse rate up rate down Reply
notnamedgary

I can't believe no one has mentioned Zotero yet. Free, with all (or at least almost all) of the features of Papers, Mendeley, and Sente, with the in-document citation flexibility of the otherwise maligned Endnote.

Zotero's biggest shortcomings have been its dependence on Firefox and poor file organization. But Zotero is now available as a standalone app, and the Zotfile plugin lets you specify where and how to organize PDFs, so these shortcomings are easy to overcome.

Zotfile lets you organize PDFs in a Dropbox folder, making Zotero docs easy to use with any iPad PDF reader with Dropbox integration. I find this preferable to using a custom iPad app like Papers or Mendeley, which do some things well (file searching, organization) but others poorly (annotations, notes, etc).

And perhaps most importantly for some of us: unlike the in-document citation features of Mendeley or Papers, Zotero allows the user to exclude author name or year, or add prefixes, suffixes, and page numbers to citations. This kind of flexibility is essential for many of us, rendering other citation managers unusable.

Papers can't be beat as a document manager, but I find Zotero to be a better all-in-one solution (until Papers improves its in-doc citations, at least!).

August 29 2011 at 3:55 PM Report abuse rate up rate down Reply
Nicholas W

Can someone who has used both comment on Sente and Mendeley's iPad app differences? Ease in annotating documents and powerful zoom are the most important for me.

August 29 2011 at 10:24 AM Report abuse rate up rate down Reply
1 reply to Nicholas W's comment
Nicholas W

And too if possible, can Sente on iPad be used without the Mac program, importing PDFs via iTunes?

August 29 2011 at 10:32 AM Report abuse rate up rate down Reply
nebs

Based on the review, it seems like Mendeley can do everything that Papers does (and maybe more with sync between computers and ability to form research groups that share articles and cross-platform and web stoarge for your most important articles to access them in the iphone app and online).

Oh...and Mendeley is free.

August 29 2011 at 8:43 AM Report abuse rate up rate down Reply
Walther von Stolzing

This recent plethora of practically useless software with hyperbolic claims, is really starting to get on my nerves.

Anyone who can cobble together an iTunes/iPhoto/Apple Mail-like interface, and add some syncing capability, rushes to release supposedly productivity-boosting software, that adds NOTHING to what the OS itself is *already* capable of, or does what it does only mediocrely. Some even impose their own databases, document types, and so on, on the user, obviously to 'lock customers in'----Microsoft or Apple or Adobe can get away with that kind of thing, because they offer entire (so-called) 'eco-systems'; a single 'app' having such pretensions is just pathetic.

'Papers2' adds no additional functionality above what TextEdit and Preview are already capable of. There exist very simple open source 'solutions' for more advanced tagging of documents (just check out open source taggers, (or tag list software) that support 'open meta'), and any decent Word processor can embed loads of metadata into documents----all of that helps make Spotlight a *lot* more efficient. Smart folders on Finder can be put to good use, in grouping together documents that are relevant to a given project, and so on. 'Cloud syncing' is not even a notable 'feature' nowadays, and in a matter of weeks, will become integrated to OS X.

The more such vacuous software tries to become 'smart', the more pathetic it gets... This particular program asks for the user's 'area of research' at the start, to be picked up from a pop-up menu that lists strangely worded, odd alternatives. It then proceeds to list 'relevant' material culled from Google scholar. It's blatantly calculated to 'impress' the user right from the get-go; the effect however is the exact opposite.

August 29 2011 at 5:36 AM Report abuse rate up rate down Reply
2 replies to Walther von Stolzing's comment
Nicholas W

Both iTunes and iPhoto fit your stupid idea of useless software. Organise your movies, music and photos in Finder's smart folders. Play or view them in quicklook, right? Search them with Spotlight. Get back to me when your righteous horse dies.

August 29 2011 at 10:45 AM Report abuse rate up rate down Reply
AhmedI

This comment misses the whole point of programs like Sente and Papers. It's not merely the local searching features that make programs like Sente and Papers useful—it's the aggregation tools that allow them to cull information from a variety of different places on the web. When Spotlight can search subscription-managed databases for arbitrary search terms, then you won't need Papers and Sente.

Also, the other useful feature is the ability to target *just* the PDF collection within the search. I don't care if I've mentioned topic X a dozen times in my own research notes—I just want the research papers I've collected that talk about it.

August 29 2011 at 11:06 AM Report abuse rate up rate down Reply
JSmith

Are you serious. Did you even try to use the program for doing research before writing this review? Papers 2 is a terrible program compared to other programs out there. Sure it looks nice but it is impossible to use for anything productive. I don't know about you but most people who are doing research need to do basic things like highlight and write notes on the paper you are reading. You can't do that in Papers 2. You can do it on Papers for the iPad - of course those notes don't sync back to Papers on the Mac so they are useless when it comes time to use the papers you have read to do some actual writing on your Mac. But my biggest problem with Papers is the customer service. It is bar none one of the worst I have seen from this type of software company. Check out the comments on the support boards of programs like Sente or Srivener - friendly, responsive if they don't have the feature you need they will point you in the direction of a program that does. Then look at Papers - any complaint gets the comment "Please don't complain about Papers." That is if they let you post - they are constantly locking down the support board and closing threads because there are too many people complaining about how bad the program is. Seriously - do yourself a favour and try something like Sente before you pay the money for Papers.

August 29 2011 at 4:27 AM Report abuse rate up rate down Reply
puhsitch

Okay, TUAW, it looks like the only way to get through this is to have a Papers-Sente showdown. Let's get it on.

August 28 2011 at 11:05 PM Report abuse rate up rate down Reply
benbro nz

I suspect the title ("Papers 2 and Papers for the iPad:the ultimate journal reading combination") is accurate as a statement, but not an accurate representation of the rest of the article - which is all a bit "breathless". Certainly my windows using colleagues are very impressed with the pdf reading and exporting abilities of Papers, and it is a huge improvement on the 'usability' of EndNote, but needs a lot of love & attention still.

August 28 2011 at 9:58 PM Report abuse rate up rate down Reply
Cool Hand Pete

I have long found the application "reviews" on a TUAW to be unreliable, to the degree that the plurality of times an application is highlighted on TUAW, it represents nothing more than an advertisement. This so-called review of Papers 2 is no different.

The first paragraph begins with a rhetorical question that reveals the author's conclusion before the article even gets going: "This year, why not cut out paper from your scientific journal research workflow with the ultimate in journal management and reading for the Mac and iPad?"

In the second paragraph, we get the following blurb: "Papers 2 takes journal management to the max on your Mac." This sounds like something that might fly straight out of a magazine ad.

What takes the cake is the way in which Mr. Gibbs summarily dismisses all of the other available reference managers, as follows: "...none of them...come close to Papers 2..."

The article is so one-sided it's unlikely anyone so much as skimmed the "Verdict" section.

As for me, I've tried most of the reference managers, and, like Martyn, I have settled on Sente. It is imperfect, but anyone who has used a reference manager can attest to the fact that they are all relatively clunky. Reference management is complex universe to try to simplify, and they all have their strengths.

August 28 2011 at 9:51 PM Report abuse rate up rate down Reply
Rick

I wish I could use Papers 2, but it doesn't interact with footnotes.

August 28 2011 at 8:17 PM Report abuse rate up rate down Reply
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