learning Ultra Recall

Started by bboyd on 10/24/2007
bboyd 10/24/2007 8:20 pm
Rather than hijack the whizfolders topic, let me start a new thread to pursue a comment made there by quant, and ask about Ultra Recall.

quant said:
I have the same feeling about UltraRecall, with custom
attributes/templates/saved searches/forms/hoisting and second to none Customer
support it is a product hard to beat!

But at the same time I think to myself, that it's
not me who is losing for not using such a great product ;-) and great products don't
really need to be advertised or talked about

I'm slowly moving towards giving up on OneNote in favor of Ultra Recall, for a number of reasons. Primarily because OneNote simply doesn't work as well as a number of other programs at importing web pages, but more specifically because I'm attracted by Ultra Recall's database power. I thought I could live with OneNote's folders, and I'll still have a use for them, but - for me - the tree just makes more sense for the way I think and organize. I thought OneNote's linking ability would be enough, but UR is much stronger and, even better, the ability to show parents and children together with the main info item is especially helpful. Not least because you can click on any parent or child and see its own parents and children. And make new connections if need be. (This is not unlike the theme of the ConnectText thread, but UR is certainly not a wiki. It does perhaps have greater appeal to those of us who like our data more regimented, though.)

Once you get your mind around what quant mentions, attributes/templates/saved searches/forms/hoisting, it becomes clear that the potential of UR is considerable. I'm already very happy with how I can adapt it to my very particular needs.

But the learning curve does seem to be daunting when hoping to extract the greater good from UR, so this is where I'm asking if I've missed something. Like a decent owner's manual, beyond the Help pages provided. I'm amazed at how customizable the program is, and how one can devise templates with any field one chooses. But it took me forever to figure it out on my own, mostly gleaning clues from the forum, that to create or amend a template one has to first set up attributes, then set up a form consisting of those attributes, then bring that form into a template. I'm barely an amateur with a program like MS Access, so I feel lucky to have figured out this much about UR.

Having done so, I'm very impressed with how I can make it exactly right for what I need. Those of you who are veterans: may I ask how you got there? I'd love to have better explanations for some of its powerful features than I can now find, but the current support pages seem to assume too much.

One last thing about quant's quote above: I can share the feeling that it's not me who is losing for not using such a great product, but it would be great to have more people be talking about it, not just to expand the user base and thus keep the developer in business, but to expand the knowledge base as well. When I searched UR here in this forum, there are many references to it, but not as much detailed discussion as there is with some other programs.

Ken Ashworth 10/24/2007 9:12 pm
bboyd,

Have you posted to the UR forum? Most of us are pretty response to user questions.

Yes, it's been mentioned many times in both forums that the manual leaves a bit to be desired - long on explianing the functionality, but short on real-world examples. Maybe this is where the users-helping-users comes into play (a 12-step program).

Like you, what drew me to UR was that it is based on a database, and this is where my grounding is. I don't have a requirement for formal writing so many of the programs discussed here - and the problems they are trying to solve - don't apply to my needs (but the discussions are informative).

One major drawback to UR is getting your data back out, not that it's trapped in the program, but publishing your data in a meaningful way without having to go thru another program(s) to do the layout and styling.

I (and others) are hoping that this lack of a "presentation" layer will be addressed in the future.
Thomas 10/24/2007 9:44 pm
I started small by importing from Treepad and other sources, and was gradually expanding my understanding of UR as my needs were expanding. Also used to visit the Kinook forum everyday, plenty of great tips were posted that I incorporated. Starting small and gradually expanding is easy, but if you need to start with a bigger and more complicated project from zero knowledge of UR, it might be a bit steeper learning curve.
quant 10/24/2007 10:14 pm
bboyd wrote:
But the learning curve does seem to be daunting when hoping to extract the
greater good from UR, so this is where I'm asking if I've missed something.

learning curve depends on whether you came into contact with databases before. UR can be considered as a classic rational database but with a very well thought of and customized front-end.
Even then it takes some time. It took me about a month, few hours a day, to understand about 90% of UR, but even after half a year I found new features. The good approach is to go through the settings and try to understand/learn what the options mean. Also some of the examples that ship with UR can show you what can be done (GTD), but you won't learn it without getting your hands dirty.

I'd love to
have better explanations for some of its powerful features than I can now find, but the
current support pages seem to assume too much.

this is a problem with help file, lots of explanation, but no examples ... but they plan to revamp it

One major drawback to UR is getting your data back out, not that it’s trapped in the program, but
publishing your data in a meaningful way without having to go thru another program(s) to do the
layout and styling.

this is also going to be addressed by having HTML export.
Let me just paste the roadmap for the planned features in UR:

# Always-on-top drag/drop target for importing into UR
# HTML export
# Rich text editor enhancements
# Ability to hide completed items
# Highlight search results
# Support updating form date field via Calendar pane
# Multi-user enhancements
# Internal editing of stored web page items
# Show Lineage in Item Parents pane
# Automatic clipboard capture
# Calendar pane
# Revamp the help file
# Tab enhancements
# Title attribute based on other attribute values
# Investigate desktop search integration again
# Custom sorting in tree
# Queue import operations
# Keywords pane
# Filtering in tree
# Open multiple items in side-by-side windows
# Multi-DB search
# Visualization
# Connections pane

Many people here seems to be continuously looking for a better soft to meet their needs. Like the main quote on Kinook's website says

"I consider the search for the perfect PIM finished."

and I don't think I will be looking for UR replacement any soon ;-)
Pierre Paul Landry 10/24/2007 10:35 pm
Let me just paste the roadmap for the planned features in UR:
# HTML export
# Rich text editor enhancements
# Ability to hide completed items
# Support updating form date field via Calendar pane
# Multi-user enhancements
# Internal editing of stored web page items
# Show Lineage in Item Parents pane
# Calendar pane
# Tab enhancements
# Title attribute based on other attribute values
# Custom sorting in tree
# Keywords pane
# Filtering in tree
# Open multiple items in side-by-side windows
# Multi-DB search
# Connections pane

They seem to have simply copied the current features of SQLNotes! www.sqlnotes.net (free while in beta)
quant 10/24/2007 11:08 pm
PPL wrote:
>Let me just paste the roadmap for the planned features in UR:
# HTML export
# Rich
text editor enhancements
# Ability to hide completed items
# Support updating form
date field via Calendar pane
# Multi-user enhancements
# Internal editing of
stored web page items
# Show Lineage in Item Parents pane
# Calendar pane
# Tab
enhancements
# Title attribute based on other attribute values
# Custom sorting in
tree
# Keywords pane
# Filtering in tree
# Open multiple items in side-by-side
windows
# Multi-DB search
# Connections pane

They seem to have simply copied the
current features of SQLNotes! www.sqlnotes.net (free while in beta)

are you kidding? This list is composed from numerous suggestions and long discussions on UltraRecall's forum ... I personally suggested several of those when SQLNotes didn't even exist!!! What a joke ...
quant 10/24/2007 11:17 pm
PPL wrote:
They seem to have simply copied the
current features of SQLNotes! www.sqlnotes.net (free while in beta)

OK, I got it know, you're the developer of that soft ... not very kind of you, Pierre

I woudn't be surprised if it was the other way around ... you getting ideas from UltraRecall forum ...
Pierre Paul Landry 10/24/2007 11:34 pm
Sorry, I didn't want to offend anyone especially not you quant

BTW I only discovered UR 2 months ago when someone first posted on the Kinook forum something about SQLNotes.
http://www.kinook.com/Forum/showthread.php?s=a9f387a7ac7234a81a97ab7ebb8e9ebe&threadid=2870

My software, started 4 years ago, is mostly based on Ecco, with some extensions.
Cassius 10/25/2007 3:58 am
Yes, the manual for UR is not too helpful for a newbie. Having recently started myself, I recommend that you start at Section 2.4, p.47. Even then, one needs to skim/skip much. What I started to do was to set up a PIM file of references to pages in the manual, or excerpts from the manual, that are useful. For example:

2.1.1.1, p20: for what is and isn't safe to delete.

The main sections include so many twigs that one cannot comprehend the forest. (Twigs belong in appendices.)

I also started with just two panes open.

I've written to Kinook about the manual and made some suggestions. It is aware that the manual needs work. I also suggested ideas for changes to its Web site to make US seem less formidable/intimidating...with the hope that it will attract more purchasers.

-c
Ken Ashworth 10/25/2007 4:32 am

quant wrote:
UR can be considered as a classic rational database but with a very >well thought of and customized front-end.

# Show Lineage in Item Parents pane

Resolving this issue will certianly help with the relational capabilities.

Real World Situation:

Track Advertising for a Real Estate Listing

\Current Listings
\Listing Record-1
\Listing Record-2
\Listing Record-3


\Adv Publication
\Adv Publication Issue
\Listing Record-1 (Link)
\Listing Record-2 (Link)

\Adv Publication Issue
\Listing Record-1 (Link)
\Listing Record-3 (Link)


Each Listing Record has a unique number (MLS No.). Search on the MLS No., focus the search on the parent folder - Adv Publication - and include all children (recurse). The search will return all instances of an Adv Event for a Listing.

Unfortunately, Attributes from the parent lineage are not visible (available) to the child. Granted, you can add the Lineage Attribute to the Search Results Pane, but parent Attributes are not available for Export of the Search Results.

The parent record - Adv Publication Issue - contains Attributes (fields) for the cost of the adv, the number of Listings present in the adv, adv publication issue info. Export all this to Excel and I can work something up to hand to the client.

The fact that this is on the road map is a positive sign.


quant wrote:
# Title attribute based on other attribute values

Can we say Calculated Fields. A user defined Attribute that derives it's value from an expression.


this is also going to be
addressed by having HTML export.
# Internal editing of stored web page items

It'll be interesting to see what they come up with, the output side needs attention.

I wonder sometimes if Kinook sees the potential for a database publishing engine, or maybe I'm too small of an audiance.


bboyd wrote:
I'd love to have better explanations for some of its powerful features

What do you want to do?

What types of data do you collect and how do you want present it, what problems are you trying to solve, what questions need answers.

There's a lot about the program I don't know, I can leran from the discussion.