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Oct 13, 2013

INVENIO
ADVISORS

IPAD – CONTENT MANAGEMENT USING
GOODREADER
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In an increasingly mobile environment, flexibility and agility are
increased by having access to your content whenever you want,
wherever you are. Combining GoodReader and various “cloud”
services makes this simple to do. | Donald R Tomoff
INVENIO ADVISORS, LLC
iPad – Content Management Using GoodReader
Monday, October 14, 2013
Session Outline
Overview ............................................................................................................. 2
What is the difference between Box, Dropbox, etc. and GoodReader? ..................................2
Content management? Do you have examples? ...................................................................3
What apps are available to manage content? .........................................................................3

App Navigation .................................................................................................... 4
Basic Setup .............................................................................................................................4
Gestures for Operating GoodReader ......................................................................................5
Getting Files Into GoodReader ...............................................................................................6
Getting files on Your iPad .......................................................................................................6
Layout and Features ...............................................................................................................6

Best Practices ................................................................................................... 10
Resources ......................................................................................................... 11
Magazine – “iPad Content Management Using GoodReader” ..............................................11
PDF Sample Documents (Download from the Web) .............................................................11

Overview
What is the difference between Box, Dropbox, etc. and GoodReader?
Box and Dropbox, along with others, are “cloud storage” apps (think of it as your
“network” drive at work – only offsite somewhere!). The content is not ON your iPad
(although it can be…separate discussion). GoodReader is an app that houses the
content locally on your device and provides the ability to annotate and modify in a
number of ways (similar to “My Documents” on your PC).

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INVENIO ADVISORS, LLC
iPad – Content Management Using GoodReader
Monday, October 14, 2013
However, GoodReader can access your content stored in Box or Dropbox and make it
easy to bring content onto your device.
Content management? Do you have examples?
Content management means using your iPad to store and access multiple types of
content. For example, documents (PDF’s, MS Office files), photos and videos and
music are all content that you want to manage wherever you are. You can sync
content to your iPad through iTunes, but there will be many times where an alternative
method is preferred.
This can be anything, but a few use cases I have seen in practice include:
1. Reference Library – this could consist of training materials, technical literature,
business organization documents, board meeting minutes, contracts and other
agreements, that you may want.
2. Sales literature – create a standard library of all internal information for your
sales team that is then readily available when the interface with prospects.
3. Business intelligence and management reporting – information that is used to
manage the business is provided or “pulled” to the iPads, so that information
executives rely on is always updated and current.
4. Data portal – ability to link to a wealth of content that is in the “cloud” (think Box
or Dropbox) that you may want to bring to your device for temporary purposes
only (such as a client meeting, then remove it).
What apps are available to manage content?
As you would expect, tons of apps exist that manage all the content discussed above.
MOST users want to know how to handle PDF’s and MS Office documents. We will
discuss using GoodReader, which is one of the most favorably rated apps in the app
store and my personal choice of app for this use.
Other apps that I use include Remarks (note taking and PDF’s), PDF Expert and
iAnnotate. Here is a map that gives you just an idea of the choices:

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INVENIO ADVISORS, LLC
iPad – Content Management Using GoodReader
Monday, October 14, 2013

Link to Pearltrees Note Taking apps

App Navigation
Basic Setup
1.

Consider installing on both smartphone and iPad
a. Unfortunately, it will cost you $4.99 for each device. 
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INVENIO ADVISORS, LLC
iPad – Content Management Using GoodReader
Monday, October 14, 2013
2.

Change web Browser setting

Gestures for Operating GoodReader

Source: Charles Sturt University,
http://doms.csu.edu.au/csu/file/bbff9359-fc6761b1-8bcb1b97cdb575e9/1/GoodReader%20User%20G
uide.pdf

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INVENIO ADVISORS, LLC
iPad – Content Management Using GoodReader
Monday, October 14, 2013
Getting Files Into GoodReader
Tap this link to download a useful “GoodReader User Guide”
Source: Charles Sturt University,
http://doms.csu.edu.au/csu/file/bbff9359-fc67-61b1-8bcb1b97cdb575e9/1/GoodReader%20User%20Guide.pdf

Getting files on Your iPad
1.
2.
3.
4.

Email
Copy files from a “Cloud” service
Download Files from the Internet
Connect the GoodReader App to a Cloud service

Layout and Features
1. Main screen

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INVENIO ADVISORS, LLC
iPad – Content Management Using GoodReader
Monday, October 14, 2013
2. Main window layout
a. Left side – Document list pane
i. Folders and documents
b. Right side – Control panes
i. Preview

ii. Find files

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INVENIO ADVISORS, LLC
iPad – Content Management Using GoodReader
Monday, October 14, 2013
iii. Manage files

iv. Web downloads

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INVENIO ADVISORS, LLC
iPad – Content Management Using GoodReader
Monday, October 14, 2013
v. Connect to servers

3. Managing navigation when a document is open

a. “Floating” menu
i. One tap will toggle menu on/off
ii. Or simply wait, menu will disappear
b. Annotation toolbar
i. “Anchor” it by tapping pin at top of bar

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INVENIO ADVISORS, LLC
iPad – Content Management Using GoodReader
Monday, October 14, 2013

Best Practices
• Customize app settings
• Maximize use of “Find Files” tool
1. Create and adhere to a consistent file naming convention (e.g., “20131016-HBR-Social-Media-Tools.pdf”)
2. Set preference for length of “Recently” timing (under “Settings  General”
– this setting can range from 1 day to 1 month in time.
3. “Star” files that you want quick access to for an extended period of time. It
makes them easier to filter on.
• Understand ALL of the “Manage Files” options
• Leverage the “cloud” capabilities – Connect to Servers
• Understand navigation of the annotation toolbar
1. “Pinning” the toolbar
2. Annotation tips document included here (this is a PDF to download)
• Use digital document (PDF) best practices
1. Naming conventions
2. Document should contain readable text, not simply a scanned image.
 If a scanned document is used, it should be converted to readable
text.
3. PDF should contain bookmarks to simplify navigation
4. Links (email addresses, website links, etc.) should be active links.
 This means if I tap on it, the website should open up or an email
address should open up my email app.
• Leverage ZIP archive file techniques into your content distribution.
• Integrate web tools/bookmarklets with GR

• Integrate your smart phone into the workflow!

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INVENIO ADVISORS, LLC
iPad – Content Management Using GoodReader
Monday, October 14, 2013
Resources
Magazine – “iPad Content Management Using GoodReader”
http://flip.it/sYZGj

PDF Sample Documents (Download from the Web)
Your Guide to iOS 7 (Source: www.makeuseof.com)
The Ultimate IFTTT Guide: Use the Web’s Most Powerful Tool Like a Pro (Source:
www.makeuseof.com)

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Invenio iPad Content Management Goodreader Training

  • 1. Oct 13, 2013 INVENIO ADVISORS IPAD – CONTENT MANAGEMENT USING GOODREADER Follow Invenio Advisors In an increasingly mobile environment, flexibility and agility are increased by having access to your content whenever you want, wherever you are. Combining GoodReader and various “cloud” services makes this simple to do. | Donald R Tomoff
  • 2. INVENIO ADVISORS, LLC iPad – Content Management Using GoodReader Monday, October 14, 2013 Session Outline Overview ............................................................................................................. 2 What is the difference between Box, Dropbox, etc. and GoodReader? ..................................2 Content management? Do you have examples? ...................................................................3 What apps are available to manage content? .........................................................................3 App Navigation .................................................................................................... 4 Basic Setup .............................................................................................................................4 Gestures for Operating GoodReader ......................................................................................5 Getting Files Into GoodReader ...............................................................................................6 Getting files on Your iPad .......................................................................................................6 Layout and Features ...............................................................................................................6 Best Practices ................................................................................................... 10 Resources ......................................................................................................... 11 Magazine – “iPad Content Management Using GoodReader” ..............................................11 PDF Sample Documents (Download from the Web) .............................................................11 Overview What is the difference between Box, Dropbox, etc. and GoodReader? Box and Dropbox, along with others, are “cloud storage” apps (think of it as your “network” drive at work – only offsite somewhere!). The content is not ON your iPad (although it can be…separate discussion). GoodReader is an app that houses the content locally on your device and provides the ability to annotate and modify in a number of ways (similar to “My Documents” on your PC). Follow Invenio Advisors Page - 2 -
  • 3. INVENIO ADVISORS, LLC iPad – Content Management Using GoodReader Monday, October 14, 2013 However, GoodReader can access your content stored in Box or Dropbox and make it easy to bring content onto your device. Content management? Do you have examples? Content management means using your iPad to store and access multiple types of content. For example, documents (PDF’s, MS Office files), photos and videos and music are all content that you want to manage wherever you are. You can sync content to your iPad through iTunes, but there will be many times where an alternative method is preferred. This can be anything, but a few use cases I have seen in practice include: 1. Reference Library – this could consist of training materials, technical literature, business organization documents, board meeting minutes, contracts and other agreements, that you may want. 2. Sales literature – create a standard library of all internal information for your sales team that is then readily available when the interface with prospects. 3. Business intelligence and management reporting – information that is used to manage the business is provided or “pulled” to the iPads, so that information executives rely on is always updated and current. 4. Data portal – ability to link to a wealth of content that is in the “cloud” (think Box or Dropbox) that you may want to bring to your device for temporary purposes only (such as a client meeting, then remove it). What apps are available to manage content? As you would expect, tons of apps exist that manage all the content discussed above. MOST users want to know how to handle PDF’s and MS Office documents. We will discuss using GoodReader, which is one of the most favorably rated apps in the app store and my personal choice of app for this use. Other apps that I use include Remarks (note taking and PDF’s), PDF Expert and iAnnotate. Here is a map that gives you just an idea of the choices: Follow Invenio Advisors Page - 3 -
  • 4. INVENIO ADVISORS, LLC iPad – Content Management Using GoodReader Monday, October 14, 2013 Link to Pearltrees Note Taking apps App Navigation Basic Setup 1. Consider installing on both smartphone and iPad a. Unfortunately, it will cost you $4.99 for each device.  Follow Invenio Advisors Page - 4 -
  • 5. INVENIO ADVISORS, LLC iPad – Content Management Using GoodReader Monday, October 14, 2013 2. Change web Browser setting Gestures for Operating GoodReader Source: Charles Sturt University, http://doms.csu.edu.au/csu/file/bbff9359-fc6761b1-8bcb1b97cdb575e9/1/GoodReader%20User%20G uide.pdf Follow Invenio Advisors Page - 5 -
  • 6. INVENIO ADVISORS, LLC iPad – Content Management Using GoodReader Monday, October 14, 2013 Getting Files Into GoodReader Tap this link to download a useful “GoodReader User Guide” Source: Charles Sturt University, http://doms.csu.edu.au/csu/file/bbff9359-fc67-61b1-8bcb1b97cdb575e9/1/GoodReader%20User%20Guide.pdf Getting files on Your iPad 1. 2. 3. 4. Email Copy files from a “Cloud” service Download Files from the Internet Connect the GoodReader App to a Cloud service Layout and Features 1. Main screen Follow Invenio Advisors Page - 6 -
  • 7. INVENIO ADVISORS, LLC iPad – Content Management Using GoodReader Monday, October 14, 2013 2. Main window layout a. Left side – Document list pane i. Folders and documents b. Right side – Control panes i. Preview ii. Find files Follow Invenio Advisors Page - 7 -
  • 8. INVENIO ADVISORS, LLC iPad – Content Management Using GoodReader Monday, October 14, 2013 iii. Manage files iv. Web downloads Follow Invenio Advisors Page - 8 -
  • 9. INVENIO ADVISORS, LLC iPad – Content Management Using GoodReader Monday, October 14, 2013 v. Connect to servers 3. Managing navigation when a document is open a. “Floating” menu i. One tap will toggle menu on/off ii. Or simply wait, menu will disappear b. Annotation toolbar i. “Anchor” it by tapping pin at top of bar Follow Invenio Advisors Page - 9 -
  • 10. INVENIO ADVISORS, LLC iPad – Content Management Using GoodReader Monday, October 14, 2013 Best Practices • Customize app settings • Maximize use of “Find Files” tool 1. Create and adhere to a consistent file naming convention (e.g., “20131016-HBR-Social-Media-Tools.pdf”) 2. Set preference for length of “Recently” timing (under “Settings  General” – this setting can range from 1 day to 1 month in time. 3. “Star” files that you want quick access to for an extended period of time. It makes them easier to filter on. • Understand ALL of the “Manage Files” options • Leverage the “cloud” capabilities – Connect to Servers • Understand navigation of the annotation toolbar 1. “Pinning” the toolbar 2. Annotation tips document included here (this is a PDF to download) • Use digital document (PDF) best practices 1. Naming conventions 2. Document should contain readable text, not simply a scanned image.  If a scanned document is used, it should be converted to readable text. 3. PDF should contain bookmarks to simplify navigation 4. Links (email addresses, website links, etc.) should be active links.  This means if I tap on it, the website should open up or an email address should open up my email app. • Leverage ZIP archive file techniques into your content distribution. • Integrate web tools/bookmarklets with GR • Integrate your smart phone into the workflow! Follow Invenio Advisors Page - 10 -
  • 11. INVENIO ADVISORS, LLC iPad – Content Management Using GoodReader Monday, October 14, 2013 Resources Magazine – “iPad Content Management Using GoodReader” http://flip.it/sYZGj PDF Sample Documents (Download from the Web) Your Guide to iOS 7 (Source: www.makeuseof.com) The Ultimate IFTTT Guide: Use the Web’s Most Powerful Tool Like a Pro (Source: www.makeuseof.com) Follow Invenio Advisors Page - 11 -