#50: Object Oriented browsing notes

Posted on October 25, 2024 by ewand

Obscure Computer Science theory had an obsession with “object orientation” some years ago; both a technique in how applications are written but also design thinking on how they might be used. Sensei Steve Jobs, while walking the earth before coming back to save Apple, had a famed obsessions for design and rooted his NeXT computer on an object-oriented approach. The NeXT Cube itself was arguably ahead of its time, but in 1990 cost a cool $10K (that’s about $25K in today’s money). There were few takers, though the odd geek still gets excited to pick them up 2^nd hand.

An example of object orientation in user interaction is that you go to a thing you want to work with, rather than a tool with which you want to work. Elements of this are all over UX in Windows, like going to a document in Explorer, and it lets you open, edit, print, etc. Most people will still go to Word and open a file from there; that’s why the Most Recently Used list and Search features exist.

To start something new, you’ll likely open your app of choice then use it to create a file or open an existing one. When did you last go to SharePoint and use the New -> menu option to create a document in situ, much less a OneNote notebook? Exactly.

There are other places where things are less cut and dried: you might open a notebook like OneNote, Evernote, Notion etc, and start taking notes on a thing you’re working on. Or you might want to be in the flow – in a Teams meeting, or viewing a document on which you want to make some side notes – and it makes more sense to bring the notepad to the side and ideally keep the context so when you revisit that document or that webpage, you’ll (optionally) see the notes you had previously.

Progress is not forthcoming

Sadly, as apps evolve some features are sacrificed perhaps because telemetry tells the developer that they’re not much used, or they just decide that newer things are more important. One key villain in this regard is the “new” (Chromium) Edge browser, which left behind many of the features of the old(“Spartan”) Edge, which might not have been much used but then neither was the old Edge. The dev roadmap appears to focus on more ways to inject adverts and to jam Bing services and Copilot into everything, than to actually make the browser as useful as the one it replaced.

Linked Notes

As covered 18 months ago on old testament ToW 683, OneNote has the capability to be docked to the side of whatever other window is being used, and in some cases, maintains a link to the document that is in the main window.

You’d create the page you want to make notes on in OneNote, and when Linked Notes are enabled, it will tie back to the Word etc doc you were using in the other window. That way, if you re-open the notes in OneNote you’re only a click away from pulling up the document they relate to.

If you later go to back to it in Word, however, or open the doc directly from Explorer, there’s no obvious way to bring up the notes you were taking, without going to OneNote, finding the page you took the notes on, and perhaps docking the window again. Even the Linked Notes option on the Review menu doesn’t quite work as expected – it’s for establishing a new link, not reanimating an old one.

This is an example where true object orientation would work well – you’d open the Word doc which you had linked to OneNote, and you’d automatically see the notes in a sidebar.

Remember Internet Explorer?

Even ye old IE had an option of being linked in OneNote so you could take notes on a page you were viewing. Sadly, Edge has torched this feature – along with Reading List and one of the more helpful and semi-OO feature, which didn’t use OneNote but was still potentially handy…

Web Notes RIP

Web Notes was a feature of Old Edge, for jotting down simple notes on whatever page you were viewing, and the next time you visited that same page, the notes would be shown alongside.

Imagine if you were looking to buy a house or pretty much any other major piece of shopping; whilst conducting research, you might browse to several properties of interest and could make some notes about each one – near a good school but close to a busy road, nice rear garden, high crime area down the road, neighbour has planning permission to build a house in their back yard…

It could be so useful to jot the notes as you go and have them presented again if you happen to revisit the same page in future (so you remember you’ve already looked into it). If you could later see a list of every note you took, with a link back to its source, so much the better.

Sadly, there is no way to do this in Edge, without relying on extensions. There are many out there but none really hit the brief well – if you find a better one, please do mention in the comments below.

The OneNote Clipper is worth a look if you want to keep a list of notes with links back to pages, but is old school in that you’d go to OneNote to find that list and then see which pages you had commented on, rather than the more Object Oriented approach of viewing a page and having the notes offered to you.

Perhaps the extension which comes closest to the functional requirement (even if it doesn’t win many prizes for looks) is Note AnyWhere, available from the Chrome store (and can therefore be installed on both Chrome and “new” Edge).

For ease of use, after installation, click the Extensions icon on the toolbar and Pin the Note Anywhere icon to the toolbar, after which taking notes on a new page is only a couple of clicks away. When you next visit a page, previous notes will be displayed (or you can choose to just show a number on the toolbar by the icon, to show how many notes you’ve made).

It would be nice to have some simple formatting, and searching previous notes is a little clumsy (requiring you to sign up and sync with the developer’s web front end), but for a free app that doesn’t (yet) nag you to subscribe for extra functions, it’s not half bad.

PS – Remember, this weekend is when Europe (mostly) ends Daylight Saving Time, meaning next week could see clashing of meetings arranged with international attendees, before North America catches up on 3^rd Nov. New Zealand and some of Australia has already made the leap.

This topic has been covered ad nauseam on previous ToWs … spring forward, fall back…

#49: Managing Multiple Messaging

Posted on October 18, 2024 (Updated October 17, 2024) by ewand

It used to be easy: you had an inbox (real or electronic) and new mail arrived. You’d check the inbox for anything that needed your attention, otherwise just get on with whatever it is that you were doing otherwise. Now, there are so many messaging apps that it can be a headache to not only keep on top of all the inbound contact, but to recall in which app you were having a conversation you want to go back to.

It might be easy if your professional comms is all done via email, but if you’re an itinerant consultant working with several companies, you might even have numerous professional email addresses too so keeping an eye on them all can be a chore.

There’s always a chance you’ll be dealing with LinkedIn or SMS messages with work connections as well, and with friends and colleagues there might be Facebook, WhatsApp and many more.

Two quick tips this week might help to get on top of things, if only a little.

Finding work-related messages in M365

If you use Teams and Outlook for work, with Microsoft 365, then you might already experience discombobulation when looking for something a colleague sent, or some comment discussed in the context of a project… was it in the status email, or in the chat of a meeting? Or a direct message in Teams?

Fortunately, the “Work” search options might be able to help. If your organization has it enabled, go to either Bing.com/work or look at the search option in Office.com while you’re signed in, and you’ll be able to search documents and other sources of data within your M365 environment.

One such is Messages – and the handy shortcut to jump there is aka.ms/messages. Type a search term in there and it will look across both your Outlook mailbox, but also in any Teams messages you might have been part of. Once you get used to checking it – and using the Work search for documents and other stuff – it’s a game changer.

Another trick, for finding documents in your work context, is to search from Windows Search directly by pressing the WindowsKey and typing work: followed by something you’re looking for.

Search across OneNote

Though it’s not strictly messaging, you might have taken notes during a meeting (or even had your friendly Copilot overlord do it for you), potentially spread across several OneNote notebooks.

The search box in OneNote lets you choose if you want to perform a query across the current page, section, notebook etc – but the results you get back can be a bit clumsy to interpret as it doesn’t give any details on which are really old pages and which might have been written recently.

If you haven’t discovered the obscure ALT+O to pin search results, try it out – it lets you group by section, page title or date, and you can expand and collapse the groupings to help locate the most likely page more quickly.

Now, where did you put your glasses?

#48: When I’m Updatin’ Windows

Posted on October 11, 2024 (Updated October 9, 2024) by ewand

Long-time users of Windows will doubtless be familiar with the occasional need to restart because some update or other has been sent to your machine. These days, the “your computer needs to restart” prompt normally gives you a chance to do it later, but there have been times when you literally get a few minutes’ notice to save all that important stuff you’re doing before the update/reboot cycle begins.

Particularly important updates might warn you of an impending restart and give you the chance to take the hit right away, or to wait until the middle of the night. You can set the Active Hours in Settings | Windows Update | Advanced Options and it’s possible to pause updates for up to a week if you need to do some important stuff and avoid a reboot, but the advice is generally to take them as soon as you can.

Social media users love to share examples of prominent PCs displaying errors, or notices about needing to restart, even if they’re not all that they seem.

It’s That Tuesday

21 years ago, Microsoft started using the 2^nd Tuesday of every month to push out updates, informally known as Patch Tuesday. They have flip-flopped to some degree over whether these updates will be security/reliability only, or if unsuspecting users will get new features and changes. Big periodic rollups – the modern-day equivalent of the Service Pack – tend to contain loads of fixes along with some changes in the way Windows (and some of the standard apps) works.

If you’re looking at someone’s desktop in person or on a Teams/Zoom call in the coming weeks, and see that little double-arrow update icon on their system tray (though maybe they’ve hidden it), it could be that their poor PC has been waiting to restart for ages. That might tell you something about their standards of hygiene and organisation.

If you’re seeing the update symbol on your own taskbar, going into Settings | Windows Update will tell you what needs your machine to restart, and you could determine if it really needs to happen right now or if it could wait until a bit later.

Search online for the KB number to find out more about what a particular update does. The Knowledge Base has been around for decades; delve into the archives and there are some crackers, like the one-time warning that Barney (remember him?) might self-engage.

In October 2024’s Patch Tuesday, the latest big package of updates to Windows 11 was pushed out – taking the platform to version 24H2 – ushering in a bunch of changes and improvements. To find out more about what’s new, see https://aka.ms/windows/insidethisupdate.

To see what specific version of Windows you’re running, press WindowsKey+R and enter winver. Some earlier versions of Windows 11 – 22H2 – have reached “end of service” so won’t be updated anymore; you’d need to upgrade to 24H2 to continue getting any updates and fixes.

If you’re still on Windows 10, the clock is ticking – it’s due to go out of support in a year’s time, meaning it’s worth either upgrading to Windows 11 (or getting a new PC which already has Windows 11 installed). Some of the hardware requirements of Windows 11 – especially around security hardware – left plenty of users grumbling as some recently bought (even high end) PCs didn’t cut the mustard. Even Microsoft’s own Surface line had some notably glaring exceptions on the compatibility list – the previous flagship $4,000+ Surface Studio is not Win11 compatible, having been launched 5 years before Windows 11.

If you have an otherwise perfectly usable Windows 10 computer which is being blocked from upgrading to Win11 on hardware compatibility grounds, there are unsanctioned workarounds that might allow you to install and happily run the latest version.

Just be careful…

#47: Using Copilot for (consistent) meeting notes

Posted on October 4, 2024 (Updated October 1, 2024) by ewand

“GenAI” like Copilot and ChatGPT has been evolving quickly over the last year or two, and the more experience people have in using it has also changed their approach. Just as providing better questions to get more accurate search queries from Google / Bing, getting the best results from Copilot or the like might depend on being specific enough with your questions.

Here’s a tip courtesy of Kat Beedim, Microsoft 365 MVP from Microsoft partner, CPS. Kat is using Copilot to summarise the output of a Teams meeting, in an alternative way to the built-in Copilot for Microsoft 365 method which generates a pretty decent summary (and was recently discussed in context of the OneNote integration). While the content is generally good, using the standard approach, you will likely get differing formats of notes from one meeting to the next, depending on what was said.

Kat’s approach is to download the transcript from a meeting that you’ve attended; this may be available to anyone who joined the meeting, even if the tenant hosting the meeting doesn’t itself have Copilot provisioned. In other words, if you have access to Copilot and you can get the transcript from a meeting (which you didn’t organise, maybe even one organised by a different company) then you can generate the meeting notes.

To see if the meeting was transcribed, go back to the Chat or the Recap from the meeting within Teams and you might be able to download the transcript (as a .DOCX file).

Save the transcript file to OneDrive in the same tenant where your Copilot for M365 is, and within a Copilot prompt you can reference it… if you go to Copilot (Work) and press “/” in a prompt, it will let you choose a file (or other source of data).

Kat has provided a very polite and detailed prompt for Copilot to generate meeting notes; by using the same prompt after every project or team meeting, the same format of notes will be preserved.

Copilot, please assist me in converting the attached /(start typing the file name to select it)
into detailed meeting minutes.

Here’s what I need:

1. Identify Key Sections: Break down the transcript into distinct sections: attendees, apologies, introductions, summary of concerns, previous actions discussed, further discussions, recommendations and actions, date of next meeting. Keep to that order.

2. Summarise Discussions: Provide a detailed summary of the discussions for each agenda item, capturing the main points and any consensus reached.

3. Highlight Decisions: Clearly state any decisions made, including the rationale behind them and any dissenting opinions if applicable.

4. List Action Items: Enumerate the action items that came out of the meeting, specifying the responsible party and the deadline for each task

5. Note Attendees: Include a list of attendees and their roles or titles, as well as any apologies for absence.

6. Format for Clarity: Use full sentences and paragraphs, tables, and bold text for emphasis where necessary to enhance readability. Do not use bullet points.

7. Review for Accuracy. Ensure that the minutes reflect an accurate and impartial record of the meeting, and make any necessary edits for clarity and conciseness. Please format the minutes in a professional and presentable manner. suitable for distribution to all meeting participants and for record-keeping purposes. Thank you.

You could also open the transcript directly in Word and enter the gist of the prompt above in Copilot within Word, though formatting is a bit nicer when done from the Copilot for M365 prompt. It might be possible some day to tell it to generate a new document using a set template, but that appears to be a manual process for now.

Feel free to have a play with the prompt to get the format and the answers you want; you have 2,000 characters to give your instructions so be as descriptive as you like.

Kat’s video demo is on Write meeting minutes with Copilot – YouTube.