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Finding the Best iOS App for Annotation and Note-Taking

October 27, 2011, 3:00 pm

Notetaking[Ian MacInnes is Professor of English at Albion College, where he teaches courses in Elizabethan poetry, Milton, and early modern women writers. He is presently working on a larger project: Albion's Breed: Zoology and the Birth of the Environment in the English Imagination, 1550-1650. Find him online at http://people.albion.edu/imacinnes.--@jbj]

A good annotation tool can make the iPad a powerful companion for any teacher and scholar, especially if combined with a stylus for writing on the screen. But a bewildering variety of apps now exist to satisfy this need. The hard part is figuring out which is best suited to higher education.

Everyone takes personal notes differently, but faculty members share certain specific needs. We all annotate and review scholarship, and we all try to give students detailed feedback on their work. The best mobile applications for these purposes have a range of features:

  • PDF/Notes: The best apps move seamlessly between annotating a PDF and writing a standalone note. For apps limited to PDF annotation, a somewhat awkward workaround is possible by annotating a blank PDF as a note.
  • Highligher: Most apps will let you write with translucent ink and a large pen, i.e. a highlighter, but some provide a dedicated highlighter tool, making it easy to switch between annotating and highlighting.
  • Zoom: Even if you use a stylus, it is difficult to write accurately and neatly in the margins or between the lines of a document. The most effective apps make it easy to zoom in and out while annotating.
  • Dropbox etc.: Getting files in and out of the iPad can be inconvenient. Most of the apps reviewed can use iTunes to upload and download documents. All can send documents by email, but some also interface with online services like Google Docs and Dropbox. Typically the download is handled using the “open in” command from another app such as Dropbox.
  • Images: The ability to insert and manipulate images is not a part of traditional annotation, but it turns out to be surprisingly useful for purposes as simple as adding the photo of a speaker to one’s notes from a conference presentation as a memory aid. Some apps allow the creation of a visually rich set of notes and annotations. (Here’s UPAD, for instance.)
  • Ease of Use: Perhaps because many of these apps began as PDF readers, annotation is sometimes an afterthought, requiring multiple taps to invoke and use. Ideally, annotation should be the default and combined with all the usual PDF navigation tools.
  • Appearance: The most sophisticated apps keep toolbars from interfering with documents and devote minimal screen space to garish trompe l’oeil effects like woodgrain and torn paper. Freehand annotations should be crisp and smoothly rendered, with no lag time.
  • Palm rest/shelf: Touching the screen in an annotating app can produce unwanted marks. Some apps use automatic software techniques to eliminate marks made by resting the hand on the screen, with mixed results. Others use a manually deployed translucent “shelf” that creates a non-responsive area. It’s slightly more intrusive, but it works consistently and allows other useful practices, such as holding the iPad firmly in one hand. (Here’s how Neu.Annotate handles it.)

Previous ProfHacker posts have addressed specific apps–such as Jason on iAnnotate (with a detailed follow-up from Mark coming in a week or so), and Ethan briefly on GoodReader. I’ve compiled a chart mapping these features in leading iOS annotation/note-taking apps:

http://farm7.static.flickr.com/6051/6286313209_0262f6b9e5.jpg

CLICK FOR FULL SIZE

The bottom line is that if you only intend to annotate the occasional PDF, the best tool is probably one that you already have on your tablet for other reasons, such as GoodReader. If you plan to use annotation and notes as a serious alternative to paper, however, UPAD is the clear leader at the moment. It is superior both in the number of features and in the sophistication and design of its interface. SmartNote, Ghostwriter, and Notetaker HD, are strong but flawed contenders. Neu. Annotate and Neu. Notes would offer a powerful option if they were combined. Other apps, like Penultimate and Notes Plus are good for taking attractive notes but are less capable performers in an academic environment. However, all of the applications being reviewed are undergoing rapid development. The best features may soon become standard.

What about you? Do you have a favorite annotation and note-taking app?

Photo “Notetaking” by Flickr user kristin wolff / Creative Commons licensed

This entry was posted in Productivity, Reviews, Software and tagged , , , . Bookmark the permalink.

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  • drnels

    I still use Word and Preview’s own annotation features. I bought an Air primarily for reading and notetaking while on my sabbatical.  I thought of apps and tried a few, but I realized that all I wanted to do was be able to highlight and type out thoughts, and Spotlight means I can find everything in those notes really easily.

  • dwhidden

    I’m buying an ipad today (as a reward for finishing my dissertation!), so this is very timely.  Out of curiosity, what stylus do you use?

  • http://twitter.com/jmshea John M. Shea

    I use GoodReader for annotation and Notes Plus for taking notes.  Reasons:

    1) I have both GoodReader and iAnnotate.  I used iAnnotate for a long time before switching to good reader.  GoodReader allows me to zoom in and out easily to make small annotations on my students’ manuscripts.  However, the writing quality on GoodReader is relatively poor.  I have not tried UPad  or Notetaker HD for this purpose.

    2) I have tried about everything for note taking (primarily preparing handwritten lecture notes  meeting notes) and found that Notes Plus works the best for me.  Its close-up box functionality allows me to continuously write without slowing down.  Writing is turned into vector graphics that can later be edited or moved around the page.  The current version seems to have some issues on iOS 5, and the whole thing bogs down once you have hundreds of pages of handwritten notes.  The text quality is OK, not great (like in Bamboo or Penultimate).  Version 3 should come out within the next few months and will hopefully solve these problems.

    The AluPen is the best so far.  I have a Boxwave stylus with a pen, and that one works pretty good, too.  I have another that does not have a pen, and that one is took sticky on the screen.

  • http://twitter.com/dandon Dan (Don) Hoizner

    Noteshelf has highlighter functionality built in, using it right now.

  • http://www.samplereality.com Mark Sample

    Thanks for this round-up! There are certainly many more options for note-taking and annotating PDFs on the iPad than when I was shopping around a year ago! I’d like to make a slight correction to your chart regarding iAnnotate though: you can, in fact, upload your PDFs to Dropbox. I often download PDFs from Dropbox, annotate them in iAnnotate, and then upload them back to Dropbox (with annotations). This feature is built right into the app.

    Also, if you combine iAnnotate (or any other app that uses Dropbox) with the Zotfile Zotero extension, you can also easily get PDFs out of and back into Zotero for note-taking purposes.

  • squawky

    Haven’t started annotating PDFs on my iPad yet – but I had already purchased GoodReader because it supports VGA out… might not be on everyone’s list, but being able to show PDFs on a projector was important for me.

  • stocklib

    I’m not sure there’s a lot of differences. I use a Targus, which I dislike only for aesthetic reasons. I’ve heard that very cheap ($2) styluses tend to be bad. Most styluses on the market are much shorter than pens and pencils. Presumably they think people with tablets have stubby little fingers. 

  • http://www.facebook.com/profile.php?id=208501842 Harvey Moody

    I really like the capabilities of Notability. Notability has the features of UPAD, Penultimate, and iAnnotate rolled into one. Plus, the organization capability is superb.

  • stocklib

    I’m having trouble finding a dedicated highlighter. Here’s a screenshot from Noteshelf, labeling the tools at the top. Maybe I’ve missed some sub-menu. 
    https://skitch.com/ianmacinnes/grr66/photo-1.png

  • stocklib

    Thanks, Mark. I’m not sure how I missed this. It does indeed allow uploads. I like Zotfile a lot. Overall, I’ve decided that it saves some steps if you keep your Zotero attachments as linked files in a Dropbox folder, but I know there are some who don’t think this is a good idea.
    –Ian

  • stocklib

    If you have an older iPad/iOS system, VGA out is a concern. A few apps will do it (UPAD, Goodreader, etc.).  The most recent updates to the iOS, however, have made VGA/HDMI out standard in most apps (all that I’ve tested). So I think this problem is going away.  If you want wireless projection, on the other hand, you’ll need something like Airsketch, but this is a topic for a different blog!

  • stocklib

    Thanks for the tip, Harvey! Notability is pretty slick. It’s certainly better than iAnnotate, and of course Penultimate really isn’t in the contest (yet).  I do like its organization. It has a few flaws still. Usability and appearance are good but not excellent (handwriting is not the default mode, zoom is limited, switching from pen to highlighter takes multiple touches, typing defaults to fixed position on left of page, page navigation is limited, screen real-estate is overly obscured by toolbars), and the image capability is fairly limited (no rotate, no transparency, no arrangement, no frames). But the handwriting engine is sharp and smooth. The audio recorder would make it a good choice for students (and faculty secretaries?). 

  • ckrussell

    Great post. Thanks for the chart and highlighting features. I downloaded Noterize before it exited the app store. I liked its features more than iAnnotate or any other annotation app. It appears that Noterize may get resurrected in some way: http://www.macstories.net/news/nuance-acquires-note-taking-app-noterize/ – I generally use Pages for note-taking.

  • http://people.albion.edu/imacinnes Ian MacInnes

    Aha. The latest version of Noteshelf does indeed include a highlighter. I’m glad to see they’ve added this feature.

  • http://people.albion.edu/imacinnes Ian MacInnes

    I actually had Noterize in the review until the last moment, when I realized it was no longer available. It would have been a strong contender, although some flaws (most notably the fact that the zoom tool worked in read-only mode but not in annotation-mode) made it difficult to recommend. Let’s hope the new version, if it reappears, will be even better.
    Pages for the iPad is a great word processor. I don’t think it currently allows PDF annotation or handwritten notes, though (at least I can’t figure out how to make it do this).

  • sarahbowers

    @dwhidden Great stylus review here: http://www.macworld.com/article/156560/2011/05/touchscreen_stylus_roundup.html

  • http://twitter.com/BUTechTrainer Rob Domaschuk

    I’m a loyal Notability user as well (until something better comes along ). Besides the features you’ve mentioned, I also like that I can secure subjects with a password.

  • http://people.albion.edu/imacinnes Ian MacInnes

    Security is another excellent feature. I didn’t include this in the review because I wasn’t sure how important it was in the higher-ed setting. A number of these apps are adding it. I know, for example, that NotesPlus, DukePen, and UPAD also allow password protection.  

  • Iteachnology

    I disagree with the NoteShelf assessment.

    It does have a highlighter – 8 colors – with customizable width sizes.

    Zooming is ideal… Most of the others are NOT customizable, so, you the user, must change how you write to get the size you want/need. NoteShelf is designed to FIT YOU not you forced to fit it.

    NoteShelf also has DropBox integration as well as email, iTunes, Evernote, Photo Album and Printing either for individual pages or the entire notebook.

    The palm rest is customizable.

    It also has STAMPS!! (emoji)

    It is the easiest to use… Very slick.

    This assessment is so off the mark that I question why…. These features ARE NOT HIDDEN!!

    I will say that NoteShelf does have some growing to do… PDFs and images but its intended purpose – a handwriting notebook – it’s perfect.

  • Iteachnology

    I recommend spending the money… I have students who didn’t and end up scratching the screen. I use the Wacom Bamboo.

    http://www.amazon.com/dp/B004VM0SE6/ref=asc_df_B004VM0SE61756864?smid=A2WTVCOLVN15GP&tag=hyprod-20&linkCode=asn&creative=395129&creativeASIN=B004VM0SE6

  • http://people.albion.edu/imacinnes Ian MacInnes

    Many apologies to Iteachology if my evaluation shorted what is clearly a favorite app.  As I mentioned earlier, I was working with an earlier version.  The latest update does indeed have a highlighter.  It also allows uploads to Dropbox, etc., although since it doesn’t allow downloads it’s not exactly “integration.”  If ProfHacker will allow periodic updates to the table, I would be happy to make them.

    Here’s a screenshot of the latest version, noting the highlighter, and a manual wrist-shelf that creates an invisible area of the screen where lines appear, and then disappear. The effect is a little startling.
    https://skitch.com/ianmacinnes/grtyj/preview

    As for the zoom feature, I stand by my original description. Noteshelf employs a split screen zoom, invoked by a button. It allows five levels of zoom from 1.5 to 3. Here’s a screenshot.
    https://skitch.com/ianmacinnes/grty4/preview

    Since the lines in Noteshelf are pretty blurry to begin with, I don’t imagine you’d want to zoom any further.  Split-screen zoom is available in a number of apps, but the more full-featured apps also allow pinch-and-zoom in the main document.  It’s not true that other apps are not customizable. In fact, most include far more zoom options. Even iAnnotate has a zoom up to something like 9x with no steps (hard to be sure without a ruler). And lines in the more developed apps remain razor sharp at any level of zoom.  The relatively unique feature of Noteshelf is an auto advance feature that moves the zoomed area ahead while you’re writing. I haven’t decided whether this is totally amazing or completely annoying. I’m sure it will depend on the user.

    As for the statement that Noteshelf is the easiest to use, I suppose in the end this must come down to a subjective judgment.  In terms of objective measures, though, Noteshelf has a little ways to go, though it is improving rapidly.  

    I will say that for academic purposes it’s hard to imagine using a note-taking app that does not allow writing on PDFs, since most faculty spend a lot of time writing and commenting on other documents (student work, scholarship, etc.). It’s a little like buying a pen that will only write on blank paper (and most of these apps cost about as much as a nice gel pen).

  • Iteachnology

    Very true. NoteShelf is my favorite app, because it works for me.

    I have a few of the others (UPAD, Notability, GoodNotes, Notes Plus, PaperDesk, PhatPad, Notebook) and no matter how I write all of the them stop responding, because they think I’m attempting to move the page or zoom the page. I think the reason for this is because my pinky just brushes against the writable area? So, in order for me to use these apps I have to change how I write, how I hold my stylus and how I rest my wrist. This requires an amount of awareness which is there at the beginning, but as I get involved in the conversation that awareness is completely gone. Now, the app pulls me completely out of the conversation, and I’m lost AND waiting for the app to realize all I want to do is write.

    I complete agree that this app has a lot of growing to do. But it is important to note that it is strictly designed for handwriting note taking not as an annotator for PDFs. Although I will say that hurdle is an easy fix. Open the PDF take a screen shot and pull that into NoteShelf as a picture. Side note: in my district PDFs are not how we share information – we use Google Docs – with highlighting and the new commenting feature.

    I don’t have any experience with page lines and zooming. I’ve used plain paper (no lines) since high school. For me, lines seem to limit how I can take notes, so back in high school I started using colored blank paper and haven’t look back. I also LOVE the feature where one can create their own paper design (charts, etc) and use that. This takes a little geekery knowledge – using a graphics program such as GIMP or Photoshop to create the paper and then transferring it to NoteShelf.

    I agree the word “integration” is completely wrong. It is not technically a two way communication between NoteShelf and DropBox. Isn’t it ironic that NoteShelf exports to DropBox in PDF format but doesn’t open PDFs?

    There are lots of features the other apps offer that I wish NoteShelf had – PDF integration, typing, shape recognition, and Notability’s organization or at least some type of bookmarking. But, for me, as a handwriting note taking app this is the app to have.

  • http://www.facebook.com/doug.stetar Doug Stetar

    As many have noted, things are improving fast in this area! For note taking from articles, I primarily use iAnnotate because of its ability to export highlights and notes as a separate file. I find this is invaluable for taking notes and quotes out of articles I read. My perfect world would be if Upad had this feature. Question: what do others use for this type of activity?

    For taking notes live (i.e. handwritten note during an event) I’ve been using Upad. Great user interface and good speed. I used to use Penultimate, but its lack of a zoomed writing area is a deal breaker for me.

    For marking student work, I have been experimenting with Notability (I haven’t used it “live” yet as I’m currently on sabbatical) primarily for its ability to integrate voice notes. I’ve used voice recording as a means to send students comments on work and it has been very successful for me. Students like the personal nature of a recorded voice, and I find that my comments have better flow than when I’m writing on a digital device.

  • kdnyc

    I don’t know how old the feature checklist is, but Goodreader can definitely handle images. I have used this app the most since getting my iPad2 last month. If there is a folder with a group of images, it can also display them as a slideshow, auto or manually. I believe it also handles video, but I haven’t tested this feature. The VGA out works flawlessly, and while the UI isn’t “pretty” it’s fairly easy to use and fast. It does not do tags, only folders and nested folders. It also has iCloud and Dropbox/sugarsync support, and can browse urls, download web clippings directly, and save urls as bookmarks. In addition to highlight, annotation, and a few other features, there is a “freehand” option that allows for marking up PDFs with a stylus.  

    I have no experience with the other PDF programs. I’m still using Plaintext for text notes until the perfect Scrivener fit comes along :) Stylus: I have an Adonit Jot, which uses a small see-through disc instead of a thick nub. It works and feels like a real pen. I will probably never get the hang of using an iPad for notetaking unless the technology gets better, other than marking up or making short notes on other files. FYI: There is a lite version of Upad anyone can try out, with some limitations. What I’d love to see is a program that allows landscape split-screen for two files (PDF, text) for those of us with BT keyboards. Annotation can do this, but it’d be nice to be able to type notes in a (resizable) text file underneath the PDF I’m reading. 

  • kdnyc

    Adonit Jot. Feels like a real pen. I love it. Haven’t tried others. http://adonit.net/

  • http://people.albion.edu/imacinnes Ian MacInnes

    The list is up-to-date for Goodreader. As I indicate in the article itself, “Images” means the ability to insert images into files being annotated and the ability to manipulate them, not just the ability to view images. Goodreader is a wonderful (essential!) app for viewing just about anything, but if it allows images to be inserted into annotated documents, I haven’t found how to do it. If someone else knows, please let me know. In my evaluation system, full image capability requires 
    a) insert image from file/camera/etc. into an annotated file
    b) move, resize, crop, rotate, adjust transparency
    c) arrange (move to front, etc.)
    d) re-edit (some apps don’t allow images to be edited after they’ve been pasted)
    Features like frames are nice but not essential.

    For Zotero users, one nice feature of Goodreader and other apps that use the annotation functions built in to PDFS is that typed annotations can later be pulled out using the Zotfile plug-in. Apps that use a proprietary system for annotation are smoother and easier to use, but typed notes typically can’t later be extracted as separate files.

  • kdnyc

    Ah, you are right. I misread. I can see how that would be useful, though it’s not a high priority for me. I’ll send it along on my wishlist to Goodreader. 

    The comment “works best for me” pretty much calls attention to the differences between some of these apps. Goodreader is excellent for pdf management and annotation, and Upad is excellent for notetaking, but they are very different. I bought GR based on reviews from academics who had switched from iAnnotate and it hasn’t disappointed. It’s not a notetaker app. 

    Btw, Noterize has resurfaced as PaperPort Notes (Nuance). 

    If only we could get the ability to print to pdf (save as pdf) from any app back via airprint. IOS5 broke the feature deliberately. 

  • http://yoheinakajima.com Yohei Nakajima

    If you liked neu.Annotate, you should definitely check out the paid version, neu.Annotate+ PDF. It just got a big update today AND is on sale for 99 cents right now. With the new features and the discounted price, definitely the best PDF annotation app right now.

  • http://bunsology.tumblr.com bunso

    I believe Ghostwriter Notes app from http://majorspot.com has gone very far. Now that the app has an iPen feature where I like the most. It is very useful in my part as a student.

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