Chapter 3. Getting Started with Windows Journal

Windows Journal is the “killer application” on your new tablet. It’s an excellent example of good software design: simple and intuitive enough to start using with minimum instruction, yet packed with powerful features awaiting your discovery. On the surface, Windows Journal works like a pad of paper. To take notes, simply place your pen on the screen and start writing. In fact, a great deal of design effort went into making Journal behave as much like real paper as possible. If you start thinking about Journal as a pad of paper, you’ll be off to a great start.

In this and upcoming chapters, you’ll discover some of the capabilities of Journal. For example, you’ll learn how your pen can write in several colors, work as a highlighter, and how it can erase. You’ll learn how to add and remove space in your notes, cut and paste your handwriting, and format your handwriting into bold and italics. You’ll also learn how to search your handwritten notes for specific words and how to import documents from programs like Microsoft Word and mark them up with pen and highlighter as easily as if they had been printed out. These latent features are the real power of Journal. You can use Journal at whatever level of sophistication meets your needs in a given situation. If you’re reading this book, you probably want to find out all the cool features of Journal, so let’s dive in.

Just Start Writing

The best way to get going with Journal is to take a few moments to just start writing and exploring the user interface. Figure 3-1 shows the default Journal page. Try out the different pens, highlighters, and erasers in the Pen toolbar to get a feel for them. To switch between them, tap the down arrow to the right of the tool and select the particular pen, highlighter, or eraser you want. Most people have a definite “Oooh-Aaah” reaction the first time they use the chisel tip pen. It makes everyone’s handwriting look better, even mine.

As shown in the figure, the major components of Journal are as follows:

Using Pens and Highlighters

The default settings provide five pens of various colors, tip types, and tip sizes. Once you have seen what these pens can do, you can customize the pen palette as you need to for different uses. Do you need a very fine red point for editing documents? An extra fine black point for detailed drawing? A four mm purple chisel marker for calligraphy? Open the Pen And Highlighter Settings dialog box by selecting Pen Settings from the bottom of the pen menu, as shown in Figure 3-2.

In the Pen And Highlighter Settings dialog box, shown in Figure 3-3, select the pen you want to change. Next select the color, thickness, and tip style you want for the new pen. A point tip is similar to a ballpoint or rollerball pen. A chisel is similar to a fountain pen. Try some wild colors and pen sizes while you’re at it.

Highlighters are selected and used just like pens, except that the ink is partially transparent and the tips are wider. The five highlighter colors, thicknesses, and tips can be customized as well. Highlighter colors will also mix, so if you highlight an area with yellow and then again with blue, wherever the colors overlap the highlight will be green. Going over an area with the same color several times, however, will not make it any darker.

The eraser tool is used just like a pen: select a small, medium, or large eraser tip and press down as you erase. The eraser cursor is square, but if you cut an ink stroke with the eraser, the trimmed ends will appear rounded or chiseled depending on the pen used to draw the stroke. Looking closely at the left-hand image in Figure 3-5 you can see how the end of the line is rounded even though it was cut with a square eraser. The stroke eraser, the fourth eraser type, is a “smart eraser” and works differently from the other three. The right-hand image shown in Figure 3-5 was tapped in exactly the same spot as the left-hand image but it was done using the stroke eraser. Because I drew the circle of the bug’s head as a single pen stroke, the stroke eraser removed the entire thing. The stroke eraser allows you to remove large areas of ink quickly, and you can selectively remove ink strokes that cross other ink strokes. In the right-hand image of Figure 3-5, the antennae remained intact even though they crossed over the circle of the bug’s head. Once you get used to it, you’ll probably use the stroke eraser most of the time.

Some tablet pens have a feature that you almost have to see to believe. These pens have a plastic “eraser” on the top. This eraser is really a button. If you flip the pen over and press down with the eraser as you move it, Journal automatically switches to the eraser tool! When you flip it back, the pen will revert to whatever tool you had selected previously. You can’t get much more intuitive than that! Some pens have a two-position button on the pen shaft that provides the normal right-tap when you push it one way and does a quick switch to the eraser when you move it the other way. Some pens even have both quick eraser buttons. Journal also supports multiple undos, providing another great way to remove recent mistakes.

Flags are a very simple but powerful feature. The Flag tool places a flag graphic in your document wherever you tap. This is a great way to mark a point in your document so you can easily find it later. When you review a list of notes, you’ll see at a glance which ones contain flags. When you open a note, the Find command, discussed in Chapter 5, lets you quickly find all the flags in the note. There are five flag colors, so you can use different ones to represent different types of items. You cannot, however, limit the search to flags of a particular color. Each flag is simply a graphic, and can be moved around or resized however you wish.

Changing the View

Journal lets you zoom in and out on the page, a feature that leaves traditional paper in the dust. This is great way to touch up a hand-drawn picture or do some precise erasing. There are three ways to zoom in and out: select a new zoom setting from the Standard toolbar, select a new zoom setting from the View menu, or open and use the View toolbar, as shown in Figure 3-7. The View toolbar also gives you the Pan tool, whose icon is a small hand, which allows you to slide the paper around on the screen while you are zoomed in.

Zooming in can create problems if you don’t realize how it works. By default, new notes are shown with the paper sized to fit the available screen. This gives you the most screen area to write on, but it means your handwriting may end up very large or very small depending on the size and settings of your screen. If you write at your normal writing size with the zoom set at 50%, 100%, or 200%, the actual ink strokes will get progressively smaller. The pen will appear thicker when zoomed in, as well, since the width of the tip is a set number of millimeters. Figure 3-8 shows this effect, where the word written the same size on the screen will appear as three different sizes on the page. This is not a big deal if you never print your notes, but if you do print them the results can be somewhat unexpected.

Full-Screen Mode

Similar to full-screen mode in Microsoft Internet Explorer, full-screen mode in Journal causes the Journal title bar and taskbar to disappear and Journal to fill the screen, as shown in Figure 3-10. You can toggle between full-screen mode and normal mode by selecting Full Screen on the View menu or by pressing F11 on the input panel keyboard. If you’re going to work in Journal for a while and won’t be switching to other applications often, full-screen mode makes the most of the available screen space and removes any distractions. You may use any zoom setting in full-screen mode, including reading view. Full-screen mode also uses separate toolbar preferences, so you can set different default toolbars.

As mentioned earlier, the handwritten note title will be converted to text and set as the default name for your note. If there’s no title, the first recognizable text appears as the default filename. If the default text is what you want as the filename, tap the Save button and the note will be saved. If the text is incorrect, you will need to correct it using Input Panel. The filename need not match the note title, but it reduces confusion if you can keep them the same. By default, your notes are saved in a new My Notes folder in your My Documents folder.

You can open a note by double-tapping the actual file in your My Notes folder, but using the note list in Journal provides a lot more options. Tapping the View Recent Notes toolbar button in Journal opens the note list pane shown in Figure 3-11. The note list shows the ink contained in the title area of the note as well as the filename, so you can find a note either way. If there’s no ink in the note title area, that column is left blank. The note list pane is also a kind of notes browser. Whatever note you select in the note list is opened in the window below, and tapping the Previous or Next buttons or pressing the Up or Down arrow key will open the next note in the list.

You can also organize the note list view by folder, creation date, modification date, or show only the notes containing flags. Figure 3-12 shows notes organized by creation date, a handy feature if you can’t remember what you called that note you wrote last Thursday. Tapping any column title will sort the notes by that column in descending order as well. Tapping a second time will sort them in ascending order. A red flag to the left of the note title appears if there are any flags in the document, regardless of their color. The note list is further customizable by right-tapping on any column heading. The resulting shortcut menu lets you turn on several more fields. For example, the Flags column showing the number of flags in each document, as seen in Figure 3-12, is not on by default and was added using this shortcut menu.

Once you fill a page, tap the New Page/Next button in the lower right of the Journal window. If you’re in the middle of a multi-page note, this button scrolls the view down one page. If you’re on the last page of the note, this button adds a new page to the end of the note. You can also insert a page before the page you are viewing by selecting New Page from the Insert menu. Use this feature if you want to add a cover page before sharing a note.

Often when writing a note, especially a list, you need to add an item between two items already on the note. With traditional paper you’re out of luck, but not with Journal. To insert vertical space in between items on a note, choose the Insert/Remove Space tool on the Pen toolbar and bring the cursor to the point in the document that you want to expand, as shown in Figure 3-13. Next drag downward to indicate how much extra space you want, and lift the pen. All the ink below the insertion point will move downward on the page, allowing you to write in the additional space. The Insert/Remove Space tool won’t split up grouped ink, so if there’s ink on both sides of the insertion point it will either all move down or all stay put, depending on which side of the insertion point the majority of the ink lies. To remove space, place the Insert/Remove Space tool at the bottom of the blank space and drag upward. When you remove space, you can only remove space that’s completely free of ink. The Insert/Remove Space tool won’t delete ink.

Glossary

Grouped ink is a set of several ink strokes that should stay together if they’re moved throughout the document, such as all the strokes that create a single word. See "Selecting Ink" and "Grouping Ink" later in this chapter for more information.

If the ink moved down will no longer fit on the page, you’ll see the Space Tool dialog box, shown in Figure 3-14, asking if you want to increase the height of the page or move the ink below the insertion onto a new page. If you increase the height, you’ll have one page that is longer than all the others. This is only a problem if you plan to print the note, as one page will print differently. If you move the ink to a new page, all the ink below the insertion point will move to a new page, even if there’s still room for some of the ink on the current page.

If Journal did nothing more than supply a digital writing pad, it would still be useful, but it’s the power to select and edit ink that makes Journal really shine. To select ink and move it to a new location, select the Selection Tool on the Pen toolbar and circle (or lasso, as the icon might imply) the ink you want selected. As ink is added to the selection, it appears in an outline format. Once you have all the ink selected, lift your pen. The selection is bounded by a box. To move the ink, tap and drag anywhere inside the box. Tap anywhere outside the box or switch back to a pen tool to deselect and continue writing. Figure 3-15 shows the process.

Selecting usually works easily and intuitively, but sometimes the Selection Tool seems to select extra items you didn’t want or won’t let you select the items you do want. The key to successful editing is understanding how to select exactly the objects you want, and the key to precise selection is understanding how Journal groups the ink you put down on the page.

Select All and Select Page

Select All and Select Page appear in the Edit menu and serve two distinct functions. Select All will select all the objects, including ink, flags, text boxes, and images, on the current page, even if they’re currently off the screen. Once the objects are selected, you can resize all the items or paste them onto a different page. Select Page selects all the items on a page, plus the background. After selecting a page, the options on the Edit menu change. Now you can Copy Page, Cut Page, or Delete Page. If you copy or cut the page, you can paste the entire page into a different note. A pasted page is always inserted before the page you are viewing.

Tip

There’s no way to merge two notes, but you can use Select All and Select Page to paste notes together one page at a time.

Cutting Ink Strokes

You cannot select only part of a solid ink stroke, but you can cut an ink stroke in two with the Eraser tool and then select only one part. The erased area must be big enough that Journal understands you are cutting the ink rather than simply making a small correction. If after you cut a stroke the two parts remain grouped, manually ungroup them with the Ungroup command. Once separated, you can select and move each part. This is very helpful when editing a combination of text and drawings, as shown in Figure 3-18.

Every time you put ink on a page, Journal assesses the strokes to see if they might form a word. If Journal thinks the strokes do represent a word, they’re grouped and the handwriting recognizer records its best guess for the word as well as several alternatives. The list of possible words is stored as part of the Journal note. The process happens in the background, so it doesn’t interfere with your work, but if you choose to convert your handwriting to text, the recognition is already complete.

To access the recognized words and convert your handwriting to text, select the text you want converted and choose Convert Handwriting To Text from the Actions menu. This displays the Text Correction dialog box, shown in Figure 3-20, which is a more sophisticated version of the Input Panel text preview pane.

Correct the text in the dialog box by selecting incorrect words and either by choosing the correct word from the alternatives provided on the right or by tapping the green carat and choosing a word from the shortcut menu. The alternative list on the right of the dialog box is a little longer than the shortcut menu and offers a wider range of words. The list on the shortcut menu is the same list you would see using Input Panel. It also uses the same dictionary, so vocabulary added in Journal will appear in Input Panel as well. If you choose the Rewrite option from the shortcut menu, Input Panel will open automatically.

While the Text Correction dialog box is open you may rearrange text by dragging and dropping, and you may also add or remove line breaks. By default, a line break is entered in the converted text wherever there was a new line in the Journal note. You can remove all these automatic line breaks by tapping the Options button and unchecking Preserve Line Breaks From Notes.

When you’re done, tap OK and Journal will ask if you want the converted text copied to the clipboard, preserving your original ink, or if you want the ink replaced by the converted text. This dialog box is shown in Figure 3-21.

Tip

If you want the converted text put on the clipboard, choose Copy As Text from the Edit menu rather than Convert Handwriting To Text from the Actions menu. This avoids the final dialog box.

The original handwriting doesn’t need to be horizontal for recognition to work, but the order may be confused. Figure 3-22 shows multiple-orientation writing and the uncorrected converted text.

Printing from Journal is the same as printing from any other Windows application. Select Print from the File menu. The Options tab of the Print dialog box gives you the option to print or hide the rules on the note page and the background images. By default, the rules print but the background images do not, since they tend to interfere with readability. If you have a note where the background images are important, such as on a form, you can specify that they be printed.

Unless you write your Journal notes on an 8½-by-11-inch page, there will be a difference between the Journal note paper size and the actual paper size if you print your notes on letter-size paper. Usually the Journal note is smaller than the actual paper, in which case the note will appear at its actual size, centered in the page. If the note size is larger than the paper, it will be scaled down to fit. There is no option in Journal itself to print multiple note pages side-by-side on a single sheet of paper or to tile a note across several pages, but your printer may have options to do this.

File recovery is meant just as a backup system, so you should still save your notes regularly as you work. If Journal quits unexpectedly or your tablet loses power, you may be able to recover lost changes. The next time you open Journal, you’ll see a list of notes, similar to Figure 3-23, with unsaved changes available for recovery, and you’ll be asked if you want to open them.

If you choose No, any recovered changes will be lost. If you choose Yes, the next option will depend on whether or not you saved the note at least once before Journal quit unexpectedly. If you did, you have the option of opening the most recent version, saved automatically, or the last saved version. There’s little reason not to open the most recent version. If you open it and then decide you want the last saved version instead, close the note without saving it and open the saved version. If the note had never been saved, you’ll simply be asked if you want to recover the note. Choosing No will permanently delete the note.

By default, Journal saves your notes for automatic recovery every three minutes. You can increase or decrease this interval on the Other tab of the Journal Options dialog box.