That was my observation this week after losing several hours of creative work that originated on my iPad and was supposed to be synched to the cloud. Somewhere between my iPad and the cumulus digitus, my files got zapped. Perhaps it was a cruel joke Apple was playing on me for daring to use a Microsoft (One Note) application on an Apple device, the iPad.
The cause was more likely the result of not following my own advice. Attempting to create content on a consumer endpoint (iPad) rather than a robust workstation did not turn out well. Although the same thing can happen on a workstation, automatic backups make recovery possible. Not so in my case.
Do you face challenges sharing your files between end different end points and end users? It can be challenging, but once you master the process, it is very useful. Here are a few things you might want to think about.
- Decide how you will create original documents
- Settle on a file format that is platform independent
- Use infrastructure that is device neutral
- Synchronize your programs automatically (or semi-automatically)
Let’s consider a scenario to demonstrate how this works:
Suppose you have documents that you need to diagram, outline, or notate, then share. This is common in the classroom where a teacher creates a lesson plan document, marks it up during a lecture, then posts the document online for students to review.
This is not so simple to do on your laptop or desktop (PC or Mac) alone. However, with an iPad or tablet and the right application, it’s a cinch. The problem is that much of the resources, in the form of documents, photo stock, spreadsheets, etc. exist on your laptop/desktop during the creative process; where typing text, inserting tables, or adding photos is a snap. Yet presenting that document during a lecture often means using another medium, such as an overhead or smartboard, where it is not easy to capture the doodles, drawings, diagrams, or annotations on the original document.
So the challenge is moving your creative work through its various stages; from your PC, to your iPad or tablet, while retaining the ability to access it on both, plus a web browser for sharing.
If you are simply copying an existing document, this is pretty straightforward. But that may not provide you the personalized original document you need. And it really doesn’t matter, because it is the same process described below, with a few steps taken out.
So let’s apply the four principles above to our scenario and see how this works:
Decide how you will create original documents
I start with Microsoft One Note as my creative solution on the desktop. It is a very clever program included in Office Professional and now part of Office 365 Web Apps. Within One note, you can clip articles, snip website pages, insert photos and notate with text on the location of my choice on the page. You can also create tables on the fly if you need to do spreadsheet-like calculations. And while you are at it, embed your video, audio, or other links.
One Note is truly an amazing program for organizing stuff in an electronic document on a PC or Mac. You may have another favorite or a program more oriented to the subject matter you teach. But I have not found an equivalent for doing this creative work on the iPad. While great at displaying content, the iPad is very limited with respect to creating original content.
Settle on a file format that is platform independent
Next I save my document in Adobe’s Portable Document Format. A .pdf is so common now that many don’t realize it originated as the output of Adobe Acrobat, a very powerful program used to manage documents with advanced features to transport, distribute, secure, sign, certify and otherwise manage digital documents.
Most of the advanced features in a .pdf are not necessary in the classroom, but the ability to create .pdf’s (as opposed to just reading them) has always been a bit challenging, due to licensing issues with Adobe – the creators of the .pdf standard. You can find an unlimited number of free readers on the internet, but you almost always have to pay (in one way or another) for software to create a .pdf.
The benefit of using a .pdf is the ability to view it on virtually any platform and device. Desktop, laptop, PC, Mac, Linux, iPad, iPhone, Android, Kindle, etc. you name a digital device and it reads a .pdf. And all kinds of websites, ftp sites, sharing services, etc., also accommodate .pdf’s.
And backing up one step, the reason I use One Note is that along with its versatility, it (like all Microsoft Office Programs) contains a “Save As” option that includes an option to save the document in a .pdf file format.
Use infrastructure that is device neutral
Once you have successfully created your document and placed it into a .pdf format, you’ll need to decide where to store it. The variety of choices in this step are mind boggling due to the sheer number of options presented in various apps available for endpoint devices, so be careful. Storing the documents is only one aspect of this process. The capacity to share, download, tag and find, and manage lifecycle or archiving are also important considerations.
I am not writing this article oblivious to Drop Box and Evernote, I use both. And you may know of others, there are some very clever apps and programs out there, but my platform of choice is SharePoint. The reason is simple. It is an enterprise level program with deep integration into my organization as a whole and provides a number of other important benefits aside from our discussion here.
SharePoint’s adoption is evident in most programs designed to synchronize your data. Just look in the setup menu and you will almost always have an option to save to a SharePoint (or WebDAV) site.
Bottom line is that SharePoint is very compatible with the other steps outlined here. And for users that are not inclined to try every new gadget program out there or are a bit technically challenged, SharePoint is very easy to use. It looks just like another folder on My Computer and saving to it is very much like saving a document to the My Documents folder.
Synchronize your programs automatically (or semi-automatically)
The final step in this document creation and display journey may very well take you back to your iPad which is synched to the cloud through one of the many clever .pdf programs. Otherwise use your desktop or laptop or tablet or smart phone or kindle, or… you get the picture. Synch your data and share it with others in your world.
If you choose the iPad, you’ll need a good .pdf program. Take your pick, there are dozen’s. I Like PDF Expert (by Readdle) where I can doodle, highlight, draw circles, boxes and arrows and do all sorts of hands on notation of the document while I am lecturing from it. And with the right app, I can connect my iPad to an overhead projector or share it on a smart board for all to enjoy.
When my presentation is done, my document is automatically synched to the SharePoint cloud and available to the groups and individuals with whom you have shared it. And if you make changes to the document, they are available on all the endpoints.
Summary
What happened to me turned out to be failing to follow my own advice, although in fairness it wasn’t really advice if I had not yet advised it as such. No matter, the lessons I learned have helped me to more effective. I hope you will find the ideas useful.
Decide upon the program you will use to create your specific content and ensure that it will allow you to "Save As" or export to .pdf. Use a .pdf document as the medium of transporting and sharing. Manage the .pdf on Sharepoint, and take advantage of any automatic synchronization of the documents.
Don’t feel like a dummy if you can’t figure out how to make this work on the first go around. There are a number of steps involved. But if you routinely create, share, modify, and archive documents in the process of instruction. These ideas should work for you.
Let us know if you other useful ideas.
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