I’ve pulled in all of my documents and have all of my highlights and comments (or excerpts) here on this workspace. OK, so let’s say I’m researching a paper on the different types of psychotherapy. But most importantly, you can group these with like quotes and comments. You can add titles, comments, move them around, add emphasis or bold words, change the color, add tags, and lots of other things that I didn’t even scratch the surface of. All of your highlights and comments are gathered here together in individual boxes. This is where the magic happens with MarginNote. You can expand it by sliding this handle all the way over. Now let’s look at the mind map workspace. ![]() You can adjust how much space each screen takes up using this little handle here. So the mind map area is divided into two screens: the document area and the mind map workspace area. You can drag them from this box onto the workspace. So, i’m opting to place them all on the workspace, but if I chose the other option, there is a little icon down here where you can see all of your hidden excerpts. What this is asking, is whether you want them available on the mind map workspace, or hidden. Click to import and answer the question "do you want to have these notes displayed in the mind map and outline after importing". So each time you add a document it will ask you if you’d like to import your document notes. The fact that it doesn’t seem to have organization by file folder means that this, after adding lots of documents, will be a mess and hard to navigate through. I can already tell this screen will drive me nuts. So, here you are going to add each of the documents for which you have excerpts that you want to include in your mind map. Remember, mind maps in MarginNote allow you to put together and organize information from multiple sources. Once you do, a list of documents come up. If you click on New you can start a new mind map notebook. I prefer to think of this as the mind map area. OK, let’s click out of the screen and go to the You can also use this select button to choose specific notes to tag, merge, change color, delete, or add to the card deck. You can hit notes list to see all of them together. This little arrow handle here allows you to slide to the left to see all of your highlights and comments. This 3 dots icon gives you some other more granular options. This doesn’t seem to be particularly useful, unless you were reading a large document and then the thumbnail view would be very helpful for navigation. This is the search icon and an icon where you can see contents, thumbnails, and bookmarks. I’ll go into this a little bit more later. This is confusing since they call the document-specific list of excerpts a notebook, BUT they also use the same term to describe the primary document for mind maps. This next icon allows you to upgrade your notebook for study purposes. I prefer text format, and would ideally want it to be emailed. MarginNote essentially exports in PDF or Word document format. I definitely find myself wanting more options here. This icon here will allow you to export your excerpts. ![]() If you click out of the excerpt/annotation mode, and click on this icon that looks like a stack of papers, you can see the notebooks for this document. So you can draw, highlight, erase, but remember, unless they are on an excerpted portion, those edits or notes won’t be available in your notebook AND you won’t be able to pull them into a mind map. Annotation simply allows you to mark up the text, but those edits and markings are not available in your notebook – they are just visible in the document. ![]() So, anything you excerpt will be added to a default notebook for the document. This is a really nice option for PDFs without text recognition. Or, if you are not selecting text, you can use one of these two icons to select an image in the shape of a rectangle or in a freeform shape. These tools also allow you to add a comment. You can highlight the text using these two text selection tools and choose from a variety of color options. MarginNote gives you a couple of different ways to do this. In order to use those portions of the document in a mind map, you will need to excerpt them. OK, so in other PDF annotation apps, excerpting is like like highlighting and your notebook is like the list of highlights. Again, this is confusing since there is very little documentation, but what I have determined is that you use the excerpt function to add portions of document to your notebook. The pencil icon allows you to Excerpt and Annotate, which is what you will be doing most frequently with your documents. ![]() Once you import your document, you have these options indicated by icons on the top.
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