Personal Brain User Guide
Personal Brain User Guide
Personal Brain User Guide
©
2008. TheBrain Technologies LP. All Rights Reserved.
TheBrain, PersonalBrain, Brain, Thought, Thoughts, and Work the Way You Think are trademarks or registered trademarks of
TheBrain Technologies LP. Other trademarks or service marks appearing herein are the property of their respective owners.
Table of Contents
Table of Contents
Introduction .....................................................................................................................1
Thoughts are Information ......................................................................................1
Dynamic Graphical Interface .................................................................................2
Operating Systems ................................................................................................2
About this Guide ....................................................................................................2
Note to Macintosh Users .......................................................................................3
Brain Terminology .................................................................................................3
Opening Older Brains ............................................................................................7
Suggestions for Transitioning to Your New Brain..................................................9
A Guided Tour of Personal Brain ................................................................................10
Part 1: Explore the PersonalBrain Window .........................................................10
Part 2: Create New Thoughts ..............................................................................13
Part 3: Find, Add Attachments, Link, and Delete Thoughts.................................17
Understanding Thought Relationships .......................................................................27
Families of Thoughts ...........................................................................................29
Navigating Your Brain ..................................................................................................31
Opening Content .................................................................................................32
Previewing Thought Content ...............................................................................32
Pins .....................................................................................................................33
Activating Recent Thoughts: The Past Thought List ...........................................34
Instant Activation .................................................................................................35
Customizing Your Brain’s Environment .....................................................................37
PersonalBrain’s Default Settings .........................................................................37
Customizing The PersonalBrain Window ............................................................38
Maximizing and Restoring the Plex .....................................................................38
Moving and Resizing the Plex .............................................................................39
Customizing Your Brain’s Appearance................................................................40
Themes.......................................................................................................... 40
Wallpaper ...................................................................................................... 43
PersonalBrain Toolbar................................................................................... 44
Setting Other Preferences ...................................................................................45
Creating Thoughts ........................................................................................................47
Creating a Single Thought...................................................................................47
Creating Multiple Thoughts at Once ....................................................................48
Naming Your Thoughts .......................................................................................49
“Comma Trick” #1: Same Name/Different Parent......................................... 49
Details ...............................................................................................................119
Search ...............................................................................................................119
Using the Search Toolbar............................................................................ 120
Performing an Extended Search ................................................................. 121
Fine-Tuning Your Extended Searches ........................................................ 122
Using Advanced Search Features............................................................... 123
Customizing how Search Results are Handled ........................................... 125
Reports ..............................................................................................................127
Customizing Reports ................................................................................... 127
Calendar............................................................................................................130
Adding an Event .......................................................................................... 130
Viewing Events ............................................................................................ 132
Navigating Your Calendar ........................................................................... 132
Marking Events as Complete....................................................................... 133
Deleting an Event ........................................................................................ 134
Snoozing and Dismissing Events ................................................................ 134
Printing Your Brain .....................................................................................................135
Using Outlook with Your Brain ..................................................................................137
Adding Contacts to Thoughts ............................................................................137
Adding Messages to Thoughts ..........................................................................138
Adding Other Outlook Objects with Drag and Drop...........................................138
Copying Contacts into Notes .............................................................................138
Emailing Attachments........................................................................................138
Sharing Your Brain .....................................................................................................140
Exporting Your Brain to a SiteBrain Web Site ...................................................140
Exporting Your Brain as a Simple HTML...........................................................142
Exporting Your Brain as XML for BrainEKP ......................................................144
Using BrainZip to Send Your Brain to Others....................................................144
Merging Brains ..................................................................................................145
Copying Thoughts into Other Applications as an Outline ..................................146
Importing Outlines from Word or Excel into a Brain ..........................................147
Backing Up Your Brain ......................................................................................149
Looking Under the Hood: Where Your Brain Stores Content ............................149
Lookup Reference for All Menu Commands.............................................................150
File Menu...........................................................................................................150
Edit Menu ..........................................................................................................153
Thought Menu ...................................................................................................156
Options Menu ....................................................................................................159
Window Menu....................................................................................................161
Introduction
Welcome to PersonalBrain™, the first software package that lets you use your
computer the way you use your mind—intuitively. PersonalBrain’s easy-to-use
visual interface integrates information from the Internet and all your applications,
allowing you the freedom to think less about your computer and more about your
work and interests. Your mind works in a way that is unique to you; PersonalBrain
allows you to organize your information in the same way, without limiting you to a
pre-determined file structure.
PersonalBrain uses a brand new data format called Thoughts, to mirror the way
you use your mind. The human mind is a container for a virtually limitless number
of Thoughts. The wonder of the mind, and the source of human creativity, is the
connectedness of all these Thoughts. Intelligence comes from the mind’s ability
to think associatively—that is, to leap from Thought to Thought, building webs of
greater and greater complexity, until new ideas are built. Associations are our
inspirations.
Operating Systems
PersonalBrain data is accessible from multiple platforms. The Brain file format is
compatible across Operating Systems. PersonalBrain currently runs on
Windows, Mac OS X, Linux, and Unix.
PersonalBrain is offered in three editions—Free, Core, and Pro. Icons are used
throughout the guide to flag features that are specific to the Core and Pro
editions. Features that are available in all editions are not designated with a
special icon.
This icon is used to indicate that the feature is available in both the Pro and Core
editions. (Note that all features available in the Core edition are also available in
the Pro edition.)
This icon is used to indicate that the feature is available in the Pro edition only.
This icon is used to indicate that the information applies only to computers
running Windows 2000, XP, and Vista.
This icon is used to indicate that the information applies only to computers
running Mac OS X 10.3+.
This icon is used to indicate that the information applies only to Linux/Unix.
In addition:
Labels Names of buttons, menus, commands, keys, and icons appear in this font
throughout the guide in order to stand out.
Brain Terminology
Here is a list of working definitions for the basic terms used throughout
PersonalBrain.
Thought The topics that you link together in your Brain are called
Thoughts and are the basic unit of a Brain. A Thought can
represent anything you want it to. It can include an icon, notes,
or one or more attachments (such as files and Web sites) or it
can have no content at all and simply act as a subject heading
or organizer. Minimally, a Thought has a name.
Plex The visible, graphical portion of your Brain that displays your
Thoughts.
Tools Window The portion of the Brain window that displays tabs for
PersonalBrain’s six Tools—Notes, Properties & Attachments,
Details, Search, Reports, and Calendar.
Active The active Thought appears in the center of the Plex and is the
Thought current focus. The active Thought’s details are described in the
Properties & Attachments tab and any notes you have
entered for it appear in the Notes tab.
As shown below, when you click a Thought it moves to the center of the Plex and
it becomes the active Thought.
Child Thought Child Thoughts are subtopics of the active Thought. They
appear in the “child zone,” below the active Thought. In the
picture above, the active Thought “Hobbies” has four child
Thoughts.
Sibling Sibling Thoughts share a parent with the active Thought. They
Thought appear in the sibling zone, to the right of the active Thought. In
the picture above, “Entertainment” and “Family” are siblings of
“Hobbies” because they are all children of “Personal.”
Jump Jump Thoughts are related to the active Thought but are
Thought neither child nor parent topics. They appear in the jump zone to
the left of the active Thought. Jump Thoughts have an “equal
weight” relationship with the Thought to which they are related.
For example, as shown above, “Hobbies” has the various
hobbies “Ballet,” “Banjo,” “Golf” and “Hockey” linked as child
Thoughts since they are types of hobbies. “Budget” affects the
amount of resources available to spend on the various hobbies
and so it is closely related, but it is not a hobby itself.
Therefore, it makes a perfect jump Thought―related, but not
part of the main Thought grouping.
Gate Thoughts in the Plex have three circular “gates,” each of which
is used to link a specific type of relation: The parent gate is
above a Thought, the child gate is below it, and the jump gate
is beside it. A gate is hollow when there are no links attached to
it, and solid when one or more links are attached. Gates are
highlighted in green when there are other Thoughts linked to
them that are not currently visible.
Link A link is the line that connects two Thoughts. When used as a
verb, to “link” is the act of connecting Thoughts to establish
close relationships.
When you’re looking at old and new Brain files, note that Brains created in
PersonalBrain 4 have filename extensions of .brain. Brains created in earlier
versions have a .brn filename extension. To open a Brain that you created in an
earlier version:
1. Start up PersonalBrain 4.
2. Click the File menu, click the Open command, navigate to the Brain of your
choice, then click the Open button when the file is selected. The following
message box will be displayed:
3. Click the Yes button and PersonalBrain will create a new copy of this Brain
in PersonalBrain 4 format. The information will be stored in the same
location as the original file. The following message box will be displayed:
As PersonalBrain converts your Brain, you will see a running account of its
progress. Upon completion, you will see a message that lets you know the
process is complete; your converted Brain will appear in the Plex.
The original Brain in the old file format will still be available and will remain in the
original location unless you move or delete it.
Brains are upwardly compatible—you may open (and convert) earlier Brains in
PersonalBrain 4, however, PersonalBrain 4 Brains will not open in earlier
program versions.
Begin by taking yourself on the guided tour provided in the next section of this guide.
As you pass through the exit turnstile, you’ll already have hands-on skills for getting
your Brain up and running quickly and easily. You may also want to attend one of
TheBrain’s free online seminars on getting started―PersonalBrain 101. To learn
more about PersonalBrain 101, go to http://www.thebrain.com/pb101.
Avoid the temptation to move large folders into your Brain. PersonalBrain can
handle this, but your Brain will be cluttered with Thoughts you may not need;
trying to create the proper links between relevant Thoughts could become a
chore.
Remember that your first Brain doesn’t need to be your only Brain or your last
Brain. Experiment! Create a Brain just for fun, to try out the possibilities—give
yourself room to stretch and explore. Your Brain is waiting!
During this tour, you’ll be asked to enter specific information to make it easier to
refer to items and areas as the tour proceeds. Naturally, when you’re on your
own, you’ll use your own ideas to create Brains that reflect your thinking.
Here are the sign posts you’ll see along the way:
Enter here—the startup action for this phase of your guided tour
Tip—where you can find more details about this step your guided tour
Let’s go!
Start up PersonalBrain, unless it’s already running. You can select PersonalBrain
from the Start menu.
1. Click the File menu, then click the New Brain command.
Notice that the Location field displays the path of the folder in which your
Brain will be created. You can use the Browse button to change the
location, if necessary.
3. Press the Enter key or click the OK button to finish creating a new Brain
named “Tour.”
PersonalBrain creates your first Thought for you. It has the same name as your
Brain. Since it’s the only Thought, it’s also the “active Thought”—the Thought
that’s currently selected.
1. Point at each one of the buttons in the PersonalBrain toolbar so that you
see a brief explanation in the pop-up tool tip.
2. Click the Add Brain button to add “Tour” to the toolbar. Now you’ll be able
to return to this Brain when any other Brain is open.
1. Click in the empty white space of the Notes tab in the Tools window, then
type: My tour of PB. You’ve just created your first Note, which is
associated with the “Active Thought”—Tour.
3. Click the Notes tab again. Did you notice that there was no need to save
your Note? There’s no need to save Notes, even if you activate other
Thoughts or close your Brain. They are saved automatically.
4. Click any of the other tabs if you want a quick peek, but return to the Notes
tab when you’re done.
Tip: See the section beginning on page 105 for details about working with the
Notes Tool.
1. Click the Window menu and note what the current selections are so you
can return to them later if you want.
2. Select one of the auto-hide options, then click outside of the PersonalBrain
window.
3. Click the Brain button to reactivate your Brain. The button will be located
on whatever side of the screen you selected via the auto-hide option.
Tip: See the Window Menu section beginning on page 161 for details about
controlling the behavior of the PersonalBrain window.
1. The three circles surrounding the Tour Thought are called “gates.” The
bottom circle is called the child gate because it provides a gateway towards
creating a child Thought. Drag the mouse from the child gate down a short
distance, then release the mouse button. The Create Child dialog will
open.
Tip: If you prefer not to drag the mouse to create a Thought, right-click the Tour
Thought and then click the Create Child command on the context menu.
This Thought will organize Thoughts about people you’re going to talk to
about how they use PersonalBrain, so you can share experiences.
3. Press the Enter key (or click the green button showing the check mark). A
“pulsing” circle appears around a new Thought for a few seconds,
highlighting it for easy visibility. Your Tour Thought now has a child Thought
named “PB Buddies.”
You can create more than one Thought at a time by using a semicolon to
separate each Thought.
1. Create four new child Thoughts for Tour, all at the same time. To begin,
drag Tour’s child gate down a bit, then release the mouse button.
2. In the empty field, type: Tips; Reminders; To-Do on Breaks; New Brain
Ideas
Tip: The semicolon (;) between each Thought name tells PersonalBrain that
these are separate Thoughts.
3. Press the Enter key (or click the green button with the check mark).
You can create a Thought by dragging a file from the desktop or from your file
manager (such as File Explorer on Windows or Finder on a Mac). The new
Thought will have the same name as the file (minus its extension) and it will
automatically have the file as an attachment. You’ll learn more about
attachments in the next part of this tour.
1. Choose any file, from your desktop or from any other location. Your original
file will not be affected by being moved into your Tour Brain.
2. Size the PersonalBrain window so that you can also see either the portion
of the desktop containing the file you’re going to use or the window in which
the file is listed.
The new Thought will appear in the Plex and it will include an icon that
represents the type of file. Any time you click this icon in the Plex, the
related file will open.
Thought Pins
The area just below the PersonalBrain toolbar functions like a bulletin board on
which you can “thumbtack” Thoughts you want to keep at your fingertips. These
quick-access shortcuts to Thoughts are called “pins.” No matter where you are in
the Plex, the pins remain visible.
1. Right-click the Thought named Reminders, then click Create Pin on the
context menu.
2. You can now navigate to any other Thought in the Plex. When you want to
return to the Reminders Thought, click the pin to get there instantly.
Relationship Changes
1. Create a new child of Tour named “Experiments.” (Drag from Tour’s child
gate down a bit, type: Experiments and then press the Enter key.)
2. Now you’ve decided that the Experiments Thought should really have an
equal relationship with Tour, and not be one of its children—because you’ll
use experimenting as much as touring to develop your Brain skills.
Drag Experiments up to the left side of the Plex so that it is level with Tour,
then release the mouse button.
Tip: See the section beginning on page 51 for details about changing Thought
relationships.
This is a good place for a break if you’d like to take one. You can leave your
Brain open or close the PersonalBrain window. Just start up PersonalBrain again
when you’re ready to continue.
Your Tour Brain should be on the screen, as you left it in Part 2. You’ll begin by
creating a few more Thoughts for a little more scenery along the way.
1. Create four new child Thoughts for PB Buddies: John; Jill; Fred; Ann
(Drag from PB Buddies’ child gate, then type each name, separated by a
semicolon, then press the Enter key.)
3. Point the mouse at the Tour Thought and notice how the Note changes.
Then point back to the active Thought and see how the Note reflects the
Thought being pointed to.
Instant Activation
“Instant Activation” is a PersonalBrain feature that lets you quickly find a Thought
by typing a few letters, and choosing from a list of “hits.” After you click the
Thought of your choice, that Thought is automatically activated.
Say you’re ready to work with Fred’s Thought—you want to add an attachment to
it. With such a small Brain, you could click around and find it pretty quickly, or
you could speed things up:
Because you only have one Thought that begins with the letter “f,” it is
found instantly. If other Thoughts begin with the same letter you will see
them in the box. The more characters you type, the more finely-tuned your
search will become.
2. Click on “Fred” in the one-item list above the Search field where you typed
the “f.” Fred will be activated.
3. Type the letter “j” in the Search field to activating Jill. Notice that the two
Thoughts beginning with the letter “j” appear in the list. Activate Jill.
Tip: See the Search section beginning on page 119 for details about more
complex searching and the Navigating Your Brain section on page 31 for more
on cruising around your Brain.
Attachments
2. Click the Add Attachment button in the Properties & Attachments tab of
the Tools window.
3. You can add an existing file or you can create a new one. For now, select
an existing file on your computer. To do so, click the Link to File button.
4. Navigate to any file on your computer, then click the Open button to attach
it to the active Thought.
Notice that the filename appears in the Properties & Attachments tab’s
list section. Now you can click on it at any time to open the file. You might
use this function to add a photo of Fred, or a file you’re collaborating on, or
notes about a project you’re completing together.
3. Arrange the browser window and the Personal Brain window so that you
can see at least part of both of them.
4. Drag from the address bar icon in your browser to the active Thought
(John).
A link to the Web page will be added to the attachment list and you can launch
the page by clicking on it whenever John is the active Thought. Or, you can click
the icon in the Thought whenever it is visible in the Plex, whether John is the
active Thought or not.
Tip: If you want to create a new Thought for the Web page instead of adding it to
existing Thought, just drag and drop the page icon to a blank area of the Plex
and a child Thought will be created. See the Adding Files, Web Pages, and
Folders section beginning on page 79 for details about attachments.
1. Activate the New Brain Ideas Thought by typing an “n” in the Search field
and then clicking on “New Brain Ideas” in the list.
If you are not using Windows, there will not be any automatically created
file types to select from. To create files from within PersonalBrain, you’ll
need to add some file templates first:
Click the Templates… button to open the folder where templates are
stored, then copy empty files of the types you want to be able to create
from within PersonalBrain into the folder.
When you are done, click the Add Attachment button again and chose
one of the templates you added.
First, a new file will be created and added to the Thought (in this
example, a Microsoft Word document named “New Brain Ideas”).
Second, the file will be automatically opened so that you can work on it
(in this case, starting Microsoft Word).
After you add content to the document and save it, it will be saved internally
within your Brain. When you click on the Thought, the document will open
again.
Linking Thoughts
2. Drag from the jump gate on the left side of New Brain Ideas as if you are
going to create a new jump Thought and release the mouse button.
3. Type the first few letters of the Thought you want to connect (Ann) in the
Create Jump dialog box. Notice that the existing Thought is displayed in the
list below.
4. Select the existing Thought from the list and then click the check mark.
Now that Ann is connected to New Brain Ideas, whenever you look at this
Thought, her Thought will be just a click away. Also, when you are at Ann’s
Thought, this Thought will be conveniently available.
There are many ways to link existing Thoughts. The method above is convenient
when the Thoughts you want to connect are not both visible, however if the
Thoughts are both visible, you can simply draw the link between the two, starting
from the either one of the Thought’s gates. Both the Past Thought List below the
Plex and the pins can be used for linking Thoughts visually. When you connect
two Thoughts visually, the resulting relationship will be determined by which gate
you selected to start the linking―it does not matter where you release the mouse
button over the destination Thought.
If you’ve entered a Thought in error or you simply don’t need to keep it around
anymore, you can easily remove it from your Brain. PersonalBrain uses offers
two ways to remove Thoughts, forgetting and deleting. When a Thought is
forgotten, it can be remembered later if need be, however deleting is permanent.
3. Click the Forget command on the context menu, then click the OK button
to confirm.
Jill disappears from the display. Now, if you want to show Jill again, turn on
Forgotten Thoughts.
Tip: If you want to permanently delete a Thought without first forgetting it, hold
down the Shift key as you right click on it and select the Delete command.
If you click the Home button in the PersonalBrain toolbar, and click the Notes tab
in the Tools window, your Brain should look something like this:
Where to go from here? You can stay and experiment more with your Tour
Brain, begin reviewing sections of interest throughout this guide, or dive into your
creating your own Brain. You may want to glance at some of the examples in
Appendix B – Some Sample Brain Applications, beginning on page 175, for more
ideas—but you probably already have plenty of your own!
Tip: If you are ready to dive into beginning your own personal Brain, start by
creating a few Thoughts for broad categories before you go to the detail level.
For example, if your name is Ed, “Ed’s Brain” might be the name of your Brain
(and your first Thought) and its first children might be Work, Family, Hobbies, and
Friends.
The examples in this section can help you understand the variety of relationships
and how they are used. The core concepts behind each type of relationship are
as follows:
Jumps: Jump relationships are usually used to link two pieces information
that are exclusively related, meaning that the two items are related to each
other but neither represents a group that the other is a part of.
Now you go to each department and create more child Thoughts, one for each
employee of the department. If an employee splits time between two
departments, you can make him a child Thought of both departments—he’ll
appear in both and you won’t have to duplicate his file. In this example, Bob is a
child Thought of both Manufacturing and Sales (see Figure 29). This is one of the
most powerful features of PersonalBrain—having one Thought under more than
one heading.
If you own more than one company, but have one accountant for all of them, you
might want to make a Thought called Accountant and link it as a jump Thought to
each company (see Figure 30).
Imagine that Joe’s company has just purchased one of your companies. Since
Joe’s company now owns this company, Joe’s Company becomes a parent (see
Figure 31).
Because Joe wants to avoid a conflict of interest, the acquired company (My
Other Company) no longer uses the same accountant. So its jump gate is hollow,
while its sibling’s jump gate (My Company) maintains that Link and is filled.
As you use PersonalBrain, you will develop a sense of the types of relationships
you wish to make between Thoughts. It is always possible to change
relationships (see Changing Relationships on page 67).
Families of Thoughts
It is tempting to view Thought relationships as families, and indeed these
different parts of your Brain are types of families, with their ancestry visually
spread before you, represented by subjects and categories. But unlike human
families, a child Thought can be a parent of one of its siblings and a Thought can
have more than two parents.
The complex relationships you can form in PersonalBrain are the source of its
power. Let’s consider sibling Thoughts that also share a parent/child relationship:
Let’s say you are studying philosophy. You might have a Thought called
Philosophy (see Figure 32). Individual philosophers such as Plato and Aristotle
could be child Thoughts of Philosophy. Each of these siblings, in turn, may have
child Thoughts. Aristotle was a student of Plato, so you may want to make
Aristotle not only a child of Philosophy, but of Plato, so that when you’re working
with Aristotle, Plato is only a Thought away.
Notice that when Philosophy and Plato are in Aristotle’s parent zone, their
relationship (Philosophy is a parent Thought of Plato) is shown by the line linking
the child gate of Philosophy to the parent gate of Plato.
Let’s look at an example, say, the Queen of England and asparagus. You have a
Thought called Queen of England. One of its child Thoughts is Prince of Wales,
which a parent Thought Famous Princes that is also linked to the story of the
Frog Prince. The story has another parent Thought called Fairy Tales. A sibling
of Frog Prince is Jack and the Beanstalk, which has child Thoughts called Giant
and Jack. Giant has another parent Thought called Famous Giants, which has a
child Thought called Jolly Green Giant. Jolly Green Giant has child Thoughts
named after canned vegetable products, one of which is Asparagus. Figure 33
illustrates this series of connections.
Opening Content
As you navigate through your Brain, you can open the attachments associated
with a Thought in two ways: directly from the Plex by clicking on the Thought’s
icon, even if it is not the active Thought, or by double-clicking the attachment in
the Properties & Attachments tab,
As your Brain grows and becomes more complex, this preview feature can be a
big time saver. Additionally, you can navigate and explore more efficiently by
using pins, the Past Thought List, and Instant Activation, each of which is
explained below.
Pins
As you saw if you went along on the Guided Tour of PersonalBrain earlier, pins
are shortcuts to Thoughts to which you want quick access. They appear at the
top of the Plex, just below the PersonalBrain toolbar. No matter where you are in
your Brain, the pins remain visible.
To create a pin:
Right-click the Thought for which you want to create a pin, then click Create
Pin on the context menu
To remove a pin:
Right-click the pin, then click Remove Pin on the context menu
Removing a pin does not remove or delete the associated Thought, just the
reference to it at the top of the Plex.
Move your mouse pointer over a pinned Thought and gates will appear; drag
from one of these gates to the Thought you want to link
Scroll arrows displayed as triangles are located to the left and right of the Past
Thought List when there are additional Thoughts available in that direction. Use
them to navigate sequentially through past Thoughts, from the first Thought
you’ve activated to the last.
The most recently activated Thought (the current active Thought) appears at the
right end of the list. As with pins, if you hold the mouse over the name of a
Thought in the Past Thought List, the name is highlighted and expanded, if
necessary, for easier reading. If a Thought in the list has a file or Web page
attached, the icon for the file’s application appears to the left of the Thought.
Drag from one of the Thought gates to one of the Thoughts in the Past
Thought List, or
Move your mouse pointer over a Thought in the Past Thought List and gates
will appear; drag from one of these gates to the Thought you want to link
In the example below, Sharon is going to become a child Thought of Causes; the
mouse has being dragged from the child gate of Causes to Sharon.
In addition to the Past Thought List, you can also use the Back and Forward
buttons, located near the top of the Window, to quickly retrace your steps;
these buttons work just like they do in a Web browser
Once you have clicked the Back button, the Forward button can be used to
re-activate the Thought you came from
Back and Forward Mouse Buttons: The back and forward buttons available on
some mice (typically on the left side of the mouse near where you place your thumb)
may be used to navigate backward and forward in your Brain. These mouse buttons
perform the same navigation as the Back and Forward buttons in the PersonalBrain
toolbar, shown above.
Instant Activation
You can quickly scan the results of the Instant Activation as you type in the
Search box—they appear just above your typing. To activate one of these
results, click it with your mouse or use the up-arrow, down-arrow, page up, and
page down keys on the keyboard then press the Enter key.
The search includes every word in Thought names. Results are displayed
starting with first word matches and are prioritized based on how recently they
have been activated.
Figure 38. Instant Activate Uses All Words Within Thought Names
Accents are ignored when matching Thought names. Also, when two or more
matches with the same name are found, the names of their parent or jump
Thoughts are also displayed so you can differentiate them.
You can search for Thoughts by typing the first letter(s) of separate words and
the letters can be in any sequence; for example, to find the “Family and Friends”
Thought you could type “fa fr,” or “fr fa,” or “fa and fri,” or even “f a f.”
Figure 39. Use First Letters of Separate Words for Instant Activate
In addition to the results that appear as you type, you can do a full search of all
the content of your Brain by clicking the Search button or pressing the Enter key
once you have entered the word or phrase you are looking for.
For more information about advanced navigation, please see the Advanced
Navigation and Expanded Views section beginning on page 93.
For more information about searching your Brain, please see the Search section
beginning on page 119.
The PersonalBrain window will behave like a regular window. This is called
the “Float” window option.
The area where your Thoughts appear (the Plex) will be shades of dark blue
with white text and blue links—this is the default “Theme.”
The top half of the PersonalBrain window will display your Thoughts and the
bottom half of the window will display a set of tabs (which are PersonalBrain
“Tools”).
Your Thoughts will be displayed in “Normal” view, meaning that you will see
only the direct parents, children, jumps, and siblings of the active Thought.
There are three basic options for how the PersonalBrain window behaves:
As a standard window that will always appear on top of any other open
windows (the Float option plus the Always on Top option)
To make your Brain always stay on top of the desktop or any other window:
Click the Window menu, then click the Always on Top command.
1. Click the Window menu, then click either the Auto-hide Left, Auto-hide
Right, Auto-hide Top, or Auto-hide Bottom command.
2. When you click outside of the PersonalBrain window, your Brain is reduced
to a Brain icon that appears in the side of the screen you selected in Step 1.
Click the icon to unhide your Brain.
Tip: You can drag the icon to any area of the screen’s border.
Restore the Plex: Double-click any blank area of the Plex (restoring the
Tools window).
To change the size of the Thought’s text, you can either move the mouse wheel
up or down or you can drag the resizing circle behind the active Thought.
Themes
The Themes feature lets you choose from several built-in designs to customize
the look of your Brain. In addition, you can save the look of your Brain as a new
Theme and quickly switch from one saved Theme to another.
To select a Theme:
2. Click the Set Themes command, then click the Theme of your choice.
The Theme you selected will be applied. If you aren’t pleased with the result,
select a different theme. Note that the default Theme (Dark Blue) can be selected
from the menu.
All of the options that are contained in a Theme can also be adjusted individually
as described below. Once you have adjusted the look of your Brain, you can
save it as a new Theme for easy access or to use with other Brains:
2. Click the Save Themes command. The following dialog box will be
displayed:
3. Type a name for the new Theme, then click the OK button.
The Theme will be listed on the Set Theme sub-menu the next time you open it.
To return to the original appearance of the Plex at any time, set the Theme back
to “Default (Dark Blue).”
Wallpaper
To select an image to use as Wallpaper:
1. Go to a Web site that offers Wallpaper files, right-click the design of your
choice, then select Copy on the context menu.
2. Return to your Brain, right-click in any blank area of the Plex, then select
Paste Wallpaper on the context menu.
After you select your Wallpaper you may want to adjust your Thought colors and
links.
PersonalBrain Toolbar
You can customize the PersonalBrain toolbar by adding (or removing) buttons
that, when clicked, close the active Brain and open the designated Brain.
Click the Add Brain button to insert a button for the active Brain. Note that
the Add Brain button will only be enabled if there isn’t already a toolbar
button for the active Brain.
Click the Remove Brain button to remove the button for the active Brain
(assuming the button has been added previously). Note that the Remove
Brain button will only be enabled if there is a toolbar button for the active
Brain.
In addition to adding and removing buttons to the toolbar, you can also hide the
toolbar if you do not plan on using it. This option is available from the
Preferences dialog box, described below, in the Options tab under the
“Windows Settings” section.
Click the Options menu, then click the Preferences command (under Mac
OS, the Preferences command is located in the PersonalBrain menu), or
Right-click a blank area of the Plex, then click the Preferences command on
the context menu
Creating Thoughts
When you create a Thought in your Brain, you first decide what relationship it will
have with an existing Thought—will it be a parent, child, or a jump Thought?
Generally speaking, you’ll create child Thoughts more often than parents or
jumps. There are certainly exceptions, but usually, using a “top-down” approach
is helpful if you are just getting started: Create children (and jumps, as
appropriate) and let parents happen naturally.
Once you have activated the Thought that will have a relationship with your new
Thought, use any of these techniques to begin creating a new Thought:
Click the Thought menu, then click the Create Child, Create Parent, or
Create Jump command
Or, right-click the Thought, then click the Create Child, Create Parent, or
Create Jump command
No matter which method you use to begin creating your new Thought, the next
thing you’ll see is a field for typing in the name of your new Thought. (The field
will be labeled according to the type of Thought you’re creating.)
2. Press the Enter key or click the green check mark button to save your new
Thought (or click the X button to cancel the process).
There is virtually no limit to the number of Thoughts you can create at the same
time.
Here’s how to remedy this potential dilemma when you create the new Thought:
When you type the Thought name, first type the name of its parent, then type
a comma, then type the name of the new Thought
Tip: Save yourself some typing! As soon as you begin typing the name of the
parent Thought, you will see a list of existing Thought names beginning with
those letters. Just click on the appropriate Thought in the list and it will appear in
the field. Then, all you have left to do is enter the comma and the rest of the new
Thought name.
The Thought will display its full name when it is active. When its parent Thought
is active, you’ll see only the portion of the name that does not repeat the parent’s
name. Ensuring that each of your Thoughts has a unique name will help find and
identify them more easily.
Tip: The part of the Thought’s name that is hidden is context sensitive. Say for
example that you wanted to have a single place to see the billing information for
all your clients. You might create a Thought called “Billing Info” and then link to
the billing information Thoughts for each of your clients, such as “NewGuys,
Billing Info.” If you do this, when Billing Info is active then NewGuys, Billing Info
will appear as just NewGuys, whereas when NewGuys is active, that same
Thought will appear as Billing Info. Try it―you’ll see how this can be very useful.
Here are some additional facts about Thoughts in PersonalBrain to keep in mind:
Unlimited number of Thoughts: PersonalBrain 4 has been designed for
scalability and there is virtually no limit to the number of Thoughts you
can create.
Type a comma first to precede the new Thought’s name with the name of the
parent Thought
Type a comma last to end the new Thought’s name with the name of the
parent Thought
When the new Thought is active, the full name will appear. When the new
Thought is inactive, only the part of the name that does not include the parent
Thought’s name or the comma will appear.
1. Right-click the Thought to be copied and then click the Copy Thought
command on the context menu.
2. Activate the Thought that should be the parent of the newly copied
Thought.
3. Right-click within any blank area of the Brain and click Paste Thoughts on
the context menu.
If you just want to make a duplicate of a single Thought without retaining any of
its links, the Create Duplicate Child Thought command is convenient.
1. Right-click the Thought to be copied and then click the Copy Thought
command on the context menu (or activate the Thought, click the Edit
menu, and then click the Copy Thought command).
2. Open the Brain into which you want to copy the Thought.
3. Right-click on the background of the Plex and then click the Paste
Thoughts command on the context menu (or click the Edit menu and then
click the Paste Thoughts command).
4. The Thought will be pasted into the Brain and linked as a child of the active
Thought.
If you have selected multiple Thoughts, they can all be copied at once using the
same technique. Right-click anyplace within the Selection box to open the
context menu. See “Selecting Mulitple Thoughts” beginning on page 60 for
complete instructions about selecting multiple Thoughts.
To undo an action:
1. Click the Edit menu and then click the Undo command. The list on the
secondary menu displays your most recent action first.
2. To undo your most recent action, click the first item in the secondary menu.
To undo multiple actions, select the oldest action to be undone from the list.
All actions above that action will also be undone.
1. Click the Edit menu and then click the Redo command. If there are multiple
items that can be redone, a secondary menu will be displayed.
2. Click the action of your choice. As in the list of actions that can be undone,
the list is in most-recent-action-first order. All actions above the item you
click will also be undone.
Once you close your Brain, the Undo and Redo lists are cleared.
Renaming Thoughts
There are three simple ways to rename an existing Thought:
Highlight the Thought using the mouse pointer and press the F2 key, or
Activate the Thought, then revise the name in the Properties & Attachments
tab
To forget a Thought:
Right-click the Thought to be deleted, then click Forget in the context menu.
Once a Thought has been forgotten it will disappear from the display. If you want
to access it again later temporarily, you can do so by turning on the display of
forgotten Thoughts. You can also permanently delete forgotten Thoughts or you
can remember them.
1. Click the Options menu, then click the Forgotten Thoughts command.
The Forgotten Thoughts dialog box will be displayed and your forgotten
Thoughts will appear in the Plex.
2. You can click on the Thoughts in the dialog box to activate them. You can
use forgotten Thoughts just like normal Thoughts as long as they are
displayed.
To delete all of the forgotten Thoughts using the Forgotten Thoughts dialog
box:
Click the Select All button, then click the Delete button. You will be prompted
to confirm the deletion. Alternately, you can use the Ctrl key to select multiple
individual forgotten Thoughts and then delete only those.
Closing the Forgotten Thoughts dialog box hides the forgotten Thoughts. You
can also reinstate forgotten Thoughts by selecting them, then clicking the
Remember button. Click the Refresh button to update the list, this may be
necessary if you rename some Thoughts or forget, remember, or delete some
Thoughts.
1. Hold down the Shift key as you right-click the Thought to be deleted. The
context menu will be displayed, showing the Delete command in place of
the Forget command.
2. Click the Delete command, then click the OK button in the confirmation
dialog box that displays. The Thought will be permanently deleted.
2. Right-click in the Selection box, then click the Forget Selection command
on the context menu. Hold down the Shift key while opening the menu to
display the Delete Selection command instead.
Throughout this section, wherever you see “Ctrl key,” use the Command key.
To select Thoughts:
Hold down the Ctrl key as you click a gate to select all the Thoughts
connected to that gate.
To de-select Thoughts:
Click the close button at the top right of the selection box to de-select all
selected Thoughts.
Hold down the Ctrl key as you click a Thought (either in the Plex or in the
selection box) to de-select just that Thought.
Right-click in the selection box and select the action of your choice on the
context menu. The entries in this menu are also displayed in the Edit menu.
Advanced Selection
If you have a section of your Brain that you want to modify but you don’t want to
select each Thought from the Plex, you can use the following techniques to
quickly build a large selection.
Click the Edit menu, then click the Crawl Brain and Modify Selection
command to select sets of connected Thoughts. You can choose what
types of connections to follow to build the selection.
You can also use the Edit menu to add the results from the Search tab or
the Reports tab to the selection.
Unlinking Thoughts
To unlink a Thought:
Click the link, the click the Unlink command on the context menu
Tip: If you are moving a Thought from one place to another by linking and
unlinking it, it is generally easier to do the unlinking after you have done the
linking. This avoids making the Thought into an “orphan,” a Thought with no
relatives.
If you have difficulty telling which link you are pointing at with the mouse, just
look at the highlighted Thoughts. When the mouse pointer is over a link, it is
highlighted along with the two Thoughts it connects. This makes it easy to tell
which Thoughts will be unlinked if you click on the link.
In addition to being able to unlink Thoughts one link at a time, you can also use
the multiple Thought selection function to unlink several Thoughts at once. To do
so:
Select the Thoughts you want to unlink by holding down the Ctrl key and
clicking on each one
Activate the Thought from which you wish to unlink the selected Thoughts
A single Thought may have relationships with multiple Thoughts. For example,
you may want a Thought named “Aunt Mary” to be a child of your “Mentors”
Thought and also a child of your “Family” Thought. If your Aunt Mary is also
helping you plan your next vacation, her Thought may also be a child or jump
Thought to your “Vacation” Thought. The possibilities are endless.
There are several ways to link to existing Thoughts, as described in the following
sections.
In the normal view, the display of Thoughts is limited to close relations. You may
find it useful to use the Expanded view when linking Thoughts, because you can
see more Thoughts at once.
Although pins do not normally have gates displayed, when they are highlighted
with the mouse pointer, gates appear and can be used to create links.
2. Type the first few letters of the name of the Thought you want to link to.
PersonalBrain will fill in the rest (see Figure 71).
3. Right-click the Selection box, then click the link command of your choice in
the context menu.
1. Open the Preferences dialog box by clicking the Options menu and
selecting Preferences.
1. Activate the Thought and click the Properties & Attachments tab. Or,
right-click the Thought you want to change and select Properties &
Attachments on the context menu.
2. Click the Display button, then click the Set Color command. The Select
Thought Color dialog box will be displayed.
4. If you used the right-click method to open the properties window, close it
when you are through making changes.
1. Activate the Thought and click the Properties & Attachments tab or right-
click the Thought you want to change and select Properties &
Attachments on the context menu.
2. Type the text for the label in the Label field. When you point at the Thought,
the label text will appear in a box below the Thought.
3. If you used the right-click method to open the Properties window, close it
when you are through making changes.
1. Copy the image you want to use into the clipboard. For example, if the
image is on a Web page, open the page in your browser, right-click the
picture, then click the Copy command on the context menu. If the image
isn’t on a Web page, right-click it from within any document, then click the
Copy command on the context menu.
2. Right-click the Thought, then click the Paste Thought Icon command on
the context menu.
To change a Thought’s icon, follow the steps above and click the OK button in
the Overwrite existing image? dialog box.
You can use this feature to add instant previews of documents and Web pages
you have added to a Thought. Just open the item you want to preview, take a
screenshot (in Windows, press Alt+Print Screen to capture just the active
Window) and use the Paste Thought Icon command.
2. Click the Properties & Attachments tab. The properties for the active
Thought will be displayed.
3. Click the Display button, then click the Remove Icon command.
For example, you may want to create a “person” type for all Thoughts that
represent people in your Brain. This type might have a label— “Person”—and a
specific color and icon so that all people in your Brain stand out and can be
easily recognized.
Once a type has been applied to a set of Thoughts, it can also be used to filter
searches in your Brain and to create reports of all Thoughts of that type.
1. Activate the Thought you want to be the first instance of the new type.
2. Click the Properties & Attachments tab, click the Type button, then click
the New Type command.
4. A dialog box for the type will appear. The label for the type will
automatically be set to match the name of the type.
5. Customize the attributes of the type the same way you edit the attributes of
a Thought. You can set a color, icon, and a label. The attributes will be
automatically applied to the instances of the type.
You can add an attachment to a Thought type and that icon will be added t all
instances of that type.
Alternately, you can right-click the Thought, click Thought Type on the context
menu, then click the type of your choice to assign it to that Thought.
Attributes that are assigned to a Thought type are inherited by all instances of
the Type but will be overridden if there are attributes assigned directly to the
Thought itself. For example, if you have a Thought named “Jane” of the type
“Person,” you can assign an icon of a smiley face to the Person type and it will
appear next the Jane Thought and all other instances of the Person type. But, if
you then assign a picture of Jane as the icon for that Thought, the picture will
appear on that Thought (only) instead of the smiley face.
2. Click the Properties & Attachments tab, click the Type button and click
the Edit Type command.
3. A dialog box for the type will appear. Use this dialog box to modify the type.
2. Click the Properties & Attachments tab, click the Type button, then click
the Delete Type command. All Thoughts of that type will be changed to
“untyped” Thoughts.
Super Types
PersonalBrain supports multiple levels of types for advanced modeling. Just like
a Thought can have a type, each type may in turn have a super type. Super
types are set on the dialog box for the type in the same way a type is set in a
Thought’s Properties & Attachments dialog box. The attributes assigned to a
super type are inherited by its sub types and instances.
Super types can be used when there is a category of Thoughts which is subset of
a larger category. For example, the Thought type “Person” could be the super
type of the type “Executive.”
2. Click Link Properties on the context menu. The properties for the link will
be displayed:
To display a label for the link, type the text in the Label field.
To change the link’s color, click the Set Color button, click the color of
your choice, then click the OK button.
To change the width of the line used for the link, select from the drop-
down list for Thickness.
3. Close the dialog box when you are through making changes.
You might want to thicken links to illustrate the strength of particular relationships
between Thoughts.
In addition to setting their color, you can add labels to link types and you can
change the thickness of the link to call special attention to relationships.
1. Click the link for which you want to create a type, then click the Link
Properties command on the context menu.
2. Click the New… button in the dialog box and enter the name for the link
type you want to create.
3. Whatever is typed in the Label field will automatically display when you
point to the link in the Plex. Changing the Label text will also automatically
change the name of the link type.
4. To change the thickness of the link, click the drop-down list button for the
Thickness field, then click the thickness of your choice.
5. Click the Set Color button if you want to change the color of the link type.
6. Close the dialog box when you are done. The new link type you created will
now appear in the Link Type submenu whenever a link is clicked.
Attachments are displayed in the attachment list at the bottom of the Properties
& Attachments tab. An attachment may have the same name as its Thought,
but it doesn’t have to—attachments can be renamed easily.
You can view the attachment list for non-active Thoughts by right clicking on
them and then clicking Properties & Attachments on the context menu.
All of the information in your Brain is contained in the .brain file and _brain folder.
Internal attachments are stored in the “Files” subfolder of that folder. For
example, if you’ve named a Brain “Market Research,” any Thought attachments
will be stored within a folder named “Market Research_brain\Files.” The Files
folder contains subfolders for each Thought with attachments that organize
content stored in your Brain. The Thought folder is also used to store Thought
icons and images inserted into Thought Notes.
Click on the icon next to the Thought with which the attachment is associated.
If there are multiple attachments, a list will be displayed for you to use to
choose which attachment you want to open. If there is only one attachment, it
will be opened immediately.
Use any of these methods to open an attachment from the attachment list:
Click the attachment, then click the Open Attachment button on the toolbar
located above the attachment list, or
Right-click the attachment, then click the Open Attachment command on the
context menu
To rename an attachment:
Tip: You can also rename a selected attachment by pressing the F2 key and
then making your changes.
The location of URL attachments may also be edited using the steps above
except that you should click on the attachment’s location instead of its name.
Your Web Browser: On Windows Firefox and Internet Explorer are both
supported. On Mac OS X, Firefox, Safari, and Camino are supported. Other
browsers that support drag and drop of URLs will also work.
Your File Manager:
♦ The desktop and file Explorer can be used as a source for drag
and drop operations.
♦ The desktop and Finder can be used as a source for drag and
drop operations.
♦ Other applications that support drag and drop of files will also work.
Microsoft Outlook:
♦ If you use Outlook for email, contacts, or other data, you can drag and
drop many types of information into PersonalBrain and a link to the
original item will be created.
When you drop an item in PersonalBrain, you may drop it in different locations to
accomplish different results. For example:
Drop items on an empty area in the Plex to create new Thoughts: New
child Thoughts will be created and named based on the items that were
dropped. The Thoughts will be linked to the active Thought.
Drop items on any Thought visible in the Plex to attach them to that
Thought: The dropped items will be attached to the Thought on which it was
dropped.
Drop items on the attachment list: The dropped item will be added to the
list. Note that items can be dropped both on the attachment list of the active
Thought as well as any other attachment lists you may have opened via the
right-click context menu.
When adding attachments, not only can you create links to them, but you can
choose to move or copy some items into your Brain. Moving or copying files into
your Brain makes it easy back up all the information in your Brain easily and also
makes it easier to share this information since it is all in one place
Link attachment: Drag and drop defaults to creating a link to the item. The
original version stays in its original location and the attachment is not moved
or copied. Whenever you open a linked item, you are opening the originally
dragged item. If the original item is moved or deleted, it will no longer be
accessible from your Brain.
Copy attachment: Holding down the Ctrl key as you drop the item into your
Brain makes a copy of that item and stores it internally, inside of your Brain. If
you make revisions in the attachment in your Brain, the revisions will not be
reflected in the original source file and if the original source file is moved or
deleted, it will not affect the copy that is in your Brain.
Move attachment: Holding down the Ctrl and Shift keys as you drop an item
into your Brain will move that item into your Brain, removing it from its original
location.
Only files can be copied or moved. Web pages are always attached as links. If
you want to copy the content of a Web page into your Brain, either save it as a
file or copy and paste its content into a Thought’s Notes.
Move the attachment: Dragging the item out of your Brain removes it from
the brain and places it in the destination to which you drag.
Copy the attachment: Holding down the Ctrl key as you drag the item from
your Brain places a copy in the destination and retains the original
attachment in your Brain.
Tip: You can also drag and drop attachments from your Brain onto other
programs that support drag and drop so that the other application will open the
file. For example, you can drag and drop a Web page from the attachment list to
a browser window to have the browser open that page.
Drag and drop can also be used to move and copy attachments between
Thoughts—drag from the attachment list to the Plex or to another attachment list.
You can use standard copy and paste techniques to add items to the attachment
list in the Thought’s Properties & Attachments tab.
1. Activate the Thought in which you want to add the attachment and click the
Properties & Attachments tab.
2. Copy the attachment in the application of your choice (for example, if you
want to add a file from your desktop, right-click the file’s icon).
3. Right-click below any attachments in the list, then click the Paste
Files/Folders command on the context menu. You can also click the Paste
button in the toolbar at the top of the attachment list. You can also use the
Thought menu to paste into the active Thought or you can right-click on any
Thought and paste into it via the context menu.
Tip: The context menu displays a different set of commands based on where you
click. Clicking below the list in an empty area will show fewer commands
because those that are applicable to a specific attachment will not be displayed.
You can easily copy attachments between Thoughts using context menus.
1. Activate the Thought containing the attachment you want to copy and click
the Properties & Attachments tab.
2. Right-click the attachment in the list, then click the Copy command on the
context menu.
3. Right-click the Thought to receive the copied attachment, then click the
Paste Files/Folders command on the context menu.
Tip: If you prefer, instead of using the context menus, you can Ctrl-drag an
attachment from the list to any Thought in the Plex to copy the attachment from
one Thought to another.
You can use any application’s “Save as” command to create a new file inside
your Brain. For example, if you have opened a Word file that is an attachment to
a Thought, you would click the File menu, click the Save as command, then
enter the name of the new file to create. The new file will automatically appear in
the Thought’s attachment list.
The attachment list in the Properties & Attachments tab makes it easy to view
and change information quickly. Right-click an attachment to display all available
commands.
Open with …: Open the selected attachment in an application that you will
specify
Copy to Templates: Create a template that you can use to create new
attachments based on the selected attachment
Open Thought Folder: Open the folder where attachments for the Thought
are stored.
Open Attachment’s Containing Folder: Open the external folder where the
selected attachment is located
Move File out of/into Brain: Switch this attachment between internal and
external storage; if you are moving the file out of your Brain, you will be
prompted to specify the destination folder
Cut: Place the selected attachment into the clipboard; the attachment will be
removed from its current location when it is pasted elsewhere in your Brain
Paste Files/Folders: Paste a file or folder you have previously copied (this
command is only enabled if there is a file or folder in the clipboard)
Delete: Delete the selected attachment (you will be prompted to confirm the
deletion)
When you right-click an attachment that is a Web address and select the Email
URL command, a new message will be started in Outlook and the address will be
inserted into the message text area.
You can sort the list of attachments by their name, date, size, type, or location.
To do so, simply click the heading of the column by which you want to see the list
sorted. To reverse the sort order, click the heading again. The current sort order
is indicated by the small arrow displayed in the heading.
The order of the columns in the attachment list and their sizes can also be
adjusted. To change the location of the columns, just drag the column heading to
the location of your choice. To change the size of a column, drag the border of
the column header.
You can add multiple attachments to Thoughts and you can have many types of
attachments for a single Thought. For example, if you have a Thought for a
person, you might attach their blog as a Web page, their resume in a file, and
their contact information as an Outlook link—all in the same Thought.
Click the Thought menu, then click the Add Attachment command.
Click the Properties & Attachments tab, then click the Add
Attachment button or double-click in an empty area of the attachment
list.
If you selected the Add Attachment command, the following dialog box will
be displayed:
To create a new file, click the type of file you wish to create from the
list. You can add files to use as templates by clicking the
Templates… button.
New file types will appear on this list automatically when you install
new software on your computer.
To select an existing file, click the Link to File button, navigate to the
file of your choice, then click the Open button.
To select a Web address, click the Link to URL button, type or paste
in the Internet address, then click the OK button.
Virtual Thoughts are used to represent folders that connect to your Brain but are
not stored inside your Brain. They are created automatically when you drag a
folder into the Plex.
Files within virtual Thoughts do not appear in the Plex as child Thoughts; they
appear in the Properties & Attachments tab. If a virtual Thought contains
folders, the folders will appear in the Plex as child Thoughts.
In addition to allowing you to navigate through the folders, Virtual Thoughts also
have the following capabilities:
You can create, delete, rename, copy and move files within virtual Thought
folders just as you would with regular Thoughts.
You can create Thoughts from virtual Thoughts and link Virtual Thoughts to
other Thoughts.
When you open and save files that are in virtual Thoughts, they remain in their
original locations and are not converted into internal files. Any changes you make
to the contents of the folder that a virtual Thought represents are reflected
automatically in PersonalBrain.
1. Click the Add Attachment button in the Properties & Attachments tab.
3. Click the Yes button to confirm that you want to open the templates folder.
4. Click the Yes button to confirm that you want to open the templates folder.
5. Drag the file of your choice into the window, then close the window. If your
file is on the desktop, you can drag it from there; otherwise, use your file
manager to navigate to the file of your choice.
The next time you open the Add Attachment dialog box, the file you added
will be available in the list of attachments.
Tip: If you edit one of the files in your templates folder, save it under a new name
in order to preserve your original template.
There are three ways to change to a different view—use the Switch View button,
use the Options menu, or use the context menu.
Click the Switch View button at the top of the screen (just below the menu
bar).
Each time you click the Switch View button the view toggles back to the other
view. For example, if the current view is Normal and you click the Switch View
button, the view switches to Expanded.
Click the Options menu or right-click in the Plex, click the View command,
then click the view of your choice.
Tip: One way of quickly identifying the current view is to note which view has the
check mark.
Using the Expanded Thoughts view along with the Expand All
command lets you see all generations of your Thoughts. Using the Expanded
view gives you ultimate flexibility and control over which Thoughts are displayed
and how they are arranged. Not only can you expand your view in every direction
at once, but you can even choose to expand or collapse some Thoughts while
leaving others as they are.
A border around a Thought indicates that all of its generations are currently
showing.
Figure 107. Expand All and Collapse All Buttons Increase/Decrease Generations
A rule of thumb for when you might use each view is to use Normal view when
you’re creating Thoughts and navigating the Plex and to use Expanded view for
viewing and analyzing Thoughts.
When your Brain is in Normal view, clicking the Collapse All button hides one
generation of Thoughts (the youngest).
The Thought will remain as you left it (expanded, collapsed, or however it was
previously) even when you point at a different Thought and expand or collapse it.
Thoughts that are surrounded by a dotted-line border have already been fully
expanded.
To move all of the Thoughts onscreen at once, use your mouse to drag any blank
area of the Plex window. You can drag up, down, left, or right to position the
Thoughts in the Plex as you want to see them. Your Brain will retain its current
structure as you reposition it within the Plex.
To see more of the view at once, you can resize Thoughts using the mouse
wheel or by dragging the resizing circle behind the active Thought.
Thoughts that have been dragged will be anchored to their assigned location
unless you move them again, you change the view, or unanchor them using the
Anchor control described below.
Before you drag a Thought, the circle in its Anchor control will be empty. After
you drag a Thought, the circle in its Anchor control will be filled. When the
control is filled, the Thought will not move unless you move it yourself. When the
Anchor control is empty, the Thought will automatically be repositioned based on
the location of the connected Thoughts.
Tip: When you use Expanded view, you may find it more convenient to switch
the Plex to full screen. Double-click within the Plex to maximize it. Double-click
a second time to restore the Tools tabs.
Scroll Bars
When your Brain is in Normal view and there are more Thoughts than those
currently showing in the Plex, you will see PersonalBrain’s vertical and/or
horizontal scroll bars. You can drag the scroll box in the bar to view Thoughts
that are off the screen. The size of the scroll box automatically adjusts to give
you an approximate idea of how much content there is off-screen—a smaller
scroll box means there is more off-screen data.
1. Click the Options menu, then click the Filter Thoughts command (or click
the Filter Thoughts button on the main toolbar). The Select Filter State
dialog box will be displayed.
3. Replace the current number with your preferred number of days, then click
the OK button.
The current filter state is indicated in the toolbar by the Filter Thoughts button.
When the button shows red dots, Thoughts are not currently being filtered. When
there are no red dots, a filter is active.
The filter settings affect which Thoughts will display in the Plex, the search
results, and reports.
Tip: Remember to check this setting if you can’t find something that you
remember putting into your Brain.
When ESP Sync activates a Thought, it is moved to the center of the Plex as
if you activated it yourself. The name of the most recent active Thought
appears in large dimmed type below the ESP Sync-activated Thought.
Say that ESP Sync is in “automatically activate” mode and you are composing an
email message to a friend. You don’t recall her husband’s name and you’d like to
include it in your message. Assuming you’ve entered that information in the Note
for her Thought, your Brain would automatically find it for you as you finish typing
her name by pressing the space bar or any other terminator.
With ESP Sync in “automatically activate” mode, if you copy a file that is attached
to a Thought on your hard drive, that Thought will be activated. So, to activate a
Thought that is link to a file, you can right-click it and click the Copy command on
the context menu (you don’t ever have to actually paste the file anywhere). This
is a convenient feature when you find a file using an external search application
such as Google Desktop and then want to see it in your Brain.
To request that a Thought found by ESP Sync stays active beyond one minute
even if you don’t click within your Brain:
Tools Overview
Each of the six Tool tabs can be displayed on any side of the PersonalBrain
window. You can change their size to suit your preferences. Here are general
guidelines that apply to all Tools:
To access a Tool, click its tab. For example, to access the Calendar Tool,
click the Calendar tab.
To make the Tools window taller or shorter: Point at the area just above
the Tools window. When the sizing mouse pointer appears, drag up or down
to make the window taller or shorter.
To make a Tools tab wider or narrower: Drag the middle border left or
right.
To separate a Tool from other Tools: Drag its tab to the side of the Plex or
any other Tool pane. You can drop tabs on the side area of any pane to move
the associated Tool there.
To merge a Tool into another Tool’s window: Drag its tab to the center of
another Tool’s window.
The Pro Edition allows advanced layout options for the Tools tabs, including
auto-hiding and floating the tabs. To enable advanced layout options, click the
Options menu, then click the Advanced Tools Layout option.
These three buttons are available in the right side of each Tool in Advanced
Tools layout:
Tip: Click the Reset Tools Layout command on the Options menu any time to
restore the Tools to the default layout.
Notes
Notes associated with a Thought are visible when the Notes tab is active. They
can be extremely useful for annotating or expanding information about your
Thought.
Notes are HTML-based, making it easy to embed hyperlink, images, and more.
Also, HTML-based notes can be conveniently published on the Web.
For details about all commands on all Notes Tool menus see the Lookup
Reference for All Menu Commands section beginning with Notes Tool File Menu
on page 163.
Entering Notes
To enter a Note, activate the Thought to which the Note pertains, then click in the
open area below the Notes toolbar buttons and begin typing. By default, text
appears in Design view, but you can switch to the HTML view if needed.
Optionally, you can select a different typeface, font size, text color, or other
attribute first, and then begin typing.
The standard techniques you use in other text editors when you type, revise, and
format in PersonalBrain Notes:
Allow automatic word wrapping to control line endings, except when you want
to begin a new paragraph—press the Enter key to begin a new paragraph.
Standard keyboard shortcuts—such as Ctrl-c for Copy, Ctrl-v for Paste, and
Ctrl-a for Select All—work as you would expect in Notes. (On Mac OS, the
standard Command key shortcuts also work.) You can copy and paste within
Notes and between PersonalBrain and other applications.
One special feature for PersonalBrain Notes is that if no text is selected and you
select a formatting command such as bold, highlighting, or change in typeface or
font size, the formatting will apply to the entire word in which the cursor is
currently blinking.
Tip: You can press Ctrl-z (or click the Edit menu, then click the Undo command)
to immediately undo your most recent action in Notes.
Saving Notes
While Notes are saved automatically when another Thought is activated, if you
are typing a note that is very long you may want to perform manual “interim
saves” to guard against losing information in the event of a power failure.
A “Notes saved” message will appear in the upper-right area of the Plex to
confirm the success of your action. The Save command will be grayed in the
File menu until you make a new change in the active Note.
Tip: Ctrl-S is the keyboard shortcut for saving the active Note.
Printing Notes
To print the active Note, click the File menu within the Tools window, then click
the Print command. The Print dialog box will open and you can fine-tune your
print request.
A spell checker is automatically at work for your Notes. Potential misspellings are
automatically highlighted and you can right-click to view suggested spellings.
Click the suggestion of your choice to replace the misspelled word. You can
customize the dictionary by adding words to it.
This is a toggle command. When you want to turn the feature on again, click the
Tools menu and click the Enable Check Spelling As You Type command. You
can always check spelling manually by clicking the Check Spelling command.
Copying Formatting
You can use the Format Painter button to copy formatting you’ve used in a Note
to other text within the same Note. You may have used a Format Painter button
in other applications and it works similarly.
1. Use the mouse to select one or more characters that have formatting you
want to copy (or just click within text that has the formatting you want to
copy).
Inserting Tables
1. Click where you want the table to be inserted within the Note.
2. Click the Insert menu, then click the Insert Table command. The Insert
Table dialog box will be displayed.
3. By default, the table will have two rows and two columns. You can change
these settings or any of the other default settings to suit your needs. Click
the OK button when the settings are as you want them to be.
4. Unless you’ve changed the default settings, the table will span 100% of the
Note width. You can change the width of any column by dragging the
vertical bar on the right border of the column.
Tip: Wait for the mouse pointer to appear as a double-headed arrow before you
try to drag a column border.
If you are accustomed to using tables in other applications, the techniques will be
very familiar to you:
Add a new row to the end of the table: Click in the last cell, then press the
Tab key
Delete a row or column: Select the row (by dragging through it or pointing at
its left-most border) or select the column (by dragging through it or pointing at
its top-most border), then press the Delete key
Format table content: Select the table cells (by dragging or pointing) then
apply text formatting as usual, using the buttons in the Notes tab
Embedding Hyperlinks
You can insert hyperlinks into your Notes and use them to open Web pages or
email addresses.
1. Click the Insert menu, then click the Insert Hyperlink command.
2. Enter the text you want to see in the Note in the Text to display field.
3. Either paste the address (if you have copied it from the address bar when
the site was open) or type the address in the Address field.
To use the hyperlink once it’s embedded in your Note, hold down Ctrl while you
click the link.
3. When you are finished looking at the information in the Word Count
message box, click the OK button.
All properties and attachments associated with a Thought are visible when the
Properties & Attachments tab is active. This offers a central, consolidated
location for viewing and managing a Thought’s name, type, display
characteristics, label, tags, and attachments.
Open Folder: Open the folder that contains all internal files
for the Thought.
Right-click the Thought, then click the Properties & Attachments command
on the context menu
A separate Properties & Attachments window will open. You can move and
size this window as you would other windows. Close the window by clicking its
close [X] button when you no longer need it open.
See Adding Files, Web Pages, and Folders beginning on page 79 for more
information about working with attachments.
Details
Thought details are displayed on the Details tab for every Thought, including the
date and time of the most recent modification to the Thought, the total size of the
Thought’s attachments, date and time of original creation, internal identification
number, and GUID identification.
These values may be used for future integrations when publishing content or
interfacing with PersonalBrain through an application program interface (API) or
an XML file.
Search
PersonalBrain includes powerful search capabilities. You can:
Search within Notes—a robust full text index provides a fast natural
language search through all of your notes.
If you click the Search tab before searching for something, it looks like Figure
141 (above). As soon as you perform an extended search, additional features
become available, as shown below. If a search result is a Thought in your Brain,
clicking on it in the results list activates that Thought.
Clear Results: The search results are removed and only the
Advanced button remains in the Search tab.
Type what you’re looking for in the Search field, then click the Search button
Your Search results will appear in the Search tab. The terms you searched for
are highlighted in yellow in the results list. By default, the most relevant items
appear first on the list—that is, the items you that have the most content relevant
to the terms you searched for.
Alternately, you can use the Sort drop-down list to order the list of results by the
dates the items were last modified.
Click on any link in the Search results to go directly to the item, whatever it may
be. For example, in the second found item above, clicking on “Improv” would
activate the Thought named “Improv” (whose parent is “Theatre”) and clicking on
the URL shown in green type would open that Web page in your browser.
You don’t want common words that occur in most documents—a, an, or, the,
you, it, to, etc.—to be included in the search
You would like variations of the word you’re searching for to be included in
the search
Example: You enter the word swim—PersonalBrain looks for swim, swims,
swimming, and swam
You don’t care in what sequence the words you’re looking for appear
If you do care in what sequence the words you’re looking for appear, indicate
this by using quotation marks
To do this … Do this …
Make one or more search Type OR (in upper-case letters) between the
terms optional terms
Eliminate search results that Type NOT (in upper-case letters) before the
contain specified search terms term
Search for all terms starting Type an asterisk (*) after the term
with specified characters
Example: car* will find terms such as card,
cart, cartilage, and carriage
Search for all terms starting Type a question mark (?) after the term
with specified characters and
ending with only one character Example: ten? will find terms such as tent and
tens
Type information in any of the first four fields, none of which are case-
sensitive, and/or
Select a Thought type from the drop-down Thought Type list, and/or
Select the second radio button for Modified Since (which will limit the
search to items that were modified since the date you specify)
The more fields you use in the Advanced Search dialog box, the fewer results
will appear. Each field has an “and” relationship with the other fields. In order to
qualify for being included in your results, items will need to match ALL of the
conditions you specify—whatever is in the All of the words field AND in the
Exact phrase field, and so on.
Tip: Here are ways you can use the Advanced Search dialog box fields:
All of the words: Type any words that all MUST be included in the item(s)
you want to find. Separate each word with a space, comma, or semi-colon.
Exact phrase: Type one or more words exactly as they must appear in the
item(s) you want to find. You don’t need to enter punctuation and remember
that none of these fields are case-sensitive.
At least one of the words: This is an “either/or” field. If you type multiple
words here and an item includes one or more of them, but not necessarily all
of them, the item is a valid candidate for matching your search conditions.
Thought Type: If you are searching for Thoughts that have an assigned type,
select the type from the drop-down list.
Modified Since: By default, the search will ignore the date on which items
were last modified. Optionally, select the alternate radio button which will
allow you to specify a date.
Notice that when PersonalBrain displays the results of your Advanced Search,
you have an opportunity to check what you requested. Your search criteria
displays after the “Search results for” heading at the top of the Search results
window. This makes it easier to trouble-shoot any unexpected results.
Select the Only display one search result per Thought check box
to only show the single most relevant occurrence of the search terms
within a Thought regardless of how many different places the terms
may appear in the Thought
Click the Maximum file size to index drop-down arrow to select the
largest file size you want to allow to be indexed; enabling larger files
to be indexed gives greater coverage, but may provide less relevant
results in some cases
Reports
The Reports tab provides another way of seeing the contents of your Brain and
activating Thoughts quickly.
When you click the Reports tab, you see a list of Thoughts with their icons and
colors set according to their properties. Clicking on a Thought in the list activates
that Thought. The bars to the left of each Thought provide a visual cue for how
many times you’ve activated each Thought in the last 30 days—the wider the
bar, the more times you’ve activated the Thought. The total number of Thoughts
currently showing is provided in the bottom-left corner of the window.
Customizing Reports
You can customize the contents of the report in a number of ways:
Limit types: Click the drop-down arrow button for types to limit the report to a
specific Thought type.
Limit dates: Click the drop-down arrow button for dates to limit the report to
specific Thought activation, modification, or creation dates. As soon as you
select one of these options, a calendar will be displayed so that you can
easily select a date.
Specify sort order: Click the Sort drop-down arrow button to specify in what
sequence you want the report data to be displayed.
Keep in mind that the date options for the Sort field are separate from the date
options for filtering the Report contents. Sorting and filtering provide separate
ways of fine-tuning report results.
Specify “from/to” date ranges: You can indicate both a start date and end
date to further fine-tune the content of Reports. Click the drop-down arrow
button dates, then click on any of the options except “All dates.” A default
start date and end date will appear in two separate fields. Click on either or
both of the date fields to display a calendar from which you can select a
different date.
Refresh report data: Click the Refresh button to update the list of Thoughts
that match your report criteria.
Calendar
Your Brain has its own built-in Calendar. You can add and modify events that are
integrated with your Thoughts. You can view your Calendar a day, week, month,
or year at a time.
Click an event on your Calendar to automatically activate the Thought with which
the event is associated.
Adding an Event
All events must be associated with a Thought, so before you add an event,
decide which Thought it belongs with or create a new Thought if needed.
1. Activate the Thought with which you want the new event to be associated.
2. Click the Calendar tab. The view will be as you left it the last time you
accessed your Calendar—you will see a day, a week, a month, or twelve
months in the left panel of the Calendar tab.
3. Click the Add Event button. You will see a place to type in the name of the
event on the right-side panel of the Calendar tab.
4. Optionally, click “Unspecified” in the Time column and select a time. The
event will appear on the currently selected day in the Calendar.
5. You can change the priority of the event by clicking the dot to the left of the
event name and selecting the red up-arrow (high priority) or the blue down-
arrow (low priority). Re-select the dot to leave the priority set as normal.
The priority you assign to an event will determine the color in which it displayed
on the Calendar.
6. The check box to the left of the priority indicator is for marking the event as
complete, so you probably won’t use it at the same time that you create an
event.
To change the default date for new events, you can click on a day in the
Calendar. The current default day is displayed in blue. To make today the default
day, click the Today button above the calendar.
Tip: Remember to activate the relevant Thought before you add an event to the
Calendar so that the event is automatically connected to the Thought.
Viewing Events
When there are too many events to be displayed in the current view, an arrow
followed by the number of hidden events is displayed. Click on this arrow to
move to the day view and show the events.
Event descriptions that are too long to show are displayed in full when the
mouse points at them.
Clicking the Calendar’s header changes the Calendar to the next larger unit of
duration. For example, if you are in week view and you click on the week
indicator at the top of the Calendar, you will see the Calendar for the whole
month. Similarly, if you are in month view and you click on the month indicator at
the top of the Calendar, you will see all the months in the year. You can move
forwards and backwards between years by, again, clicking the back and forward
arrows.
Deleting an Event
To delete an event on the Calendar, click on it and then click the Delete button.
You can delete multiple events at once by holding down the Ctrl key as you click
each event to select non-adjacent events, or click the first event in the list and
then hold down the Shift key as you click the last event to be included in the
selection. All selected events will be deleted when you click the Delete button.
Printing huge views scaled across multiple pages is supported for up to 100
pages. Your Brain may fill an entire wall!
Regardless of the number of pages you select for your print action, all Thoughts
that are currently displayed in the Plex will be included in the print version.
1. Make sure that all Thoughts that you want to print are visible in the Plex. To
print many Thoughts at once, switch to expanded view (see Using
Expanded Thoughts View on page 94) first and expand the areas you want
visible.
2. Click the File menu, then click the Page Setup and Multi-Page Poster
Printing command. The Page Setup dialog box will be displayed:
4. Select the number of pages you would like your Brain to span, then click
the OK button.
When you use the Print command on the File menu to actually print your Brain,
these settings will be in effect.
These features apply only to Outlook and are not applicable to Outlook Express.
2. In Outlook, navigate to the contact of your choice and drag it to your Brain.
Drop the contact in an empty area of the Plex to create a new Thought or
drop it on top of an existing Thought to add an attachment for the contact to
that Thought.
The Contact will be added as a child of the active Thought. When you open the
attachment, the Contact will open inside of Outlook.
Messages
Contacts
Journal Items
Meetings
Notes
Appointments
Tasks
Emailing Attachments
You can email any Attachment in your Brain as an Outlook attachment.
You can also drag attachments from the attachments list in PersonalBrain to
messages you have already started composing in Outlook and they will be added
as attachments.
You can export your Brain in a variety of formats for easy sharing with others.
The HTML-based export formats can be used to send your Brain to people even
if they don’t have PersonalBrain on their computers.
To share your Brain, you can either share the exported files over a local network,
email them, or upload to a Web server. For Web hosting, contact your ISP or
search for “Web hosting” on the Internet to find a suitable host if you do not
already have access to a Web server. Any Web server can be used—there are
no special requirements for hosting an exported Brain.
SiteBrain is a technology that creates an animated Web page using Ajax Web
standards so that it can be quickly and easily seen in most Web browsers.
The result is a stunning Web site that will both impress your users and help
them find information more easily.
SiteBrains published for individual use that are accessible to everyone via the
public Web do not require any additional license and can be published free of
charge from TheBrain.
A SiteBrain is compatible with iPhone. The Plex of the SiteBrain window can
be resized and SiteBrains include the Past Thought list. In addition, the
SiteBrain has a Search field for finding content within your Brain instantly,
based on the starting characters of Thought names.
1. Click the File menu, point to the Export submenu, then click the SiteBrain
HTML with XML Data command. The Export Options dialog box will be
displayed.
Figure 168. SiteBrain HTML with XML Data Export Options Dialog Box
2. You can change any of the default settings in the dialog box, as
appropriate. Click OK to begin the export.
During the export process, you will see a running indication of the progress. After
a short time, depending on how big your Brain is, the exported file will open in
your default browser. You will see a functioning representation of your Brain,
ready for sharing with others.
If you export your Brain again later to the same location, only the changes you
made will be exported. This makes the export process much faster next time.
Lee Todd
If you open a SiteBrain in Internet Explorer from a local file, it will show a security
warning and will not display your Brain immediately. Select the message at the
top of the window and choose "Allow Blocked Content..." to proceed. There is no
security risk.
This warning will not appear once you have placed your SiteBrain on a Web
server.
Brains can also be copied to CDs or USB drives using these steps. Indicate the
destination of your choice in the Output Folder field or simply copy the output
files to the location of your choice after the export has completed.
1. Click the File menu, point to the Export submenu, then click the Simple
HTML command. The Export Options dialog box will be displayed.
2. You can change any of the default settings in the dialog box, as
appropriate. Click OK to begin the export.
During the export process, you will see a running indication of the progress.
After a short time, depending on how big your Brain is, the exported HTML
file will open in your default browser.
1. Click the File menu, point to the Export submenu, then click the XML for
BrainEKP command. The Export Options dialog box will be displayed.
2. You can change any of the default settings in the dialog box, as
appropriate. Click OK to begin the export.
To create a BrainZip:
1. Click the File menu, then click the Create BrainZip command.
3. Click the Browse button, if necessary, to change the Output folder where
the BrainZip will be saved. Then, click the OK button.
You will see a progress bar as the files are compressed and the new file will
have a “brainzip” extension.
BrainZip files are NOT .zip files. The BrainZip format uses zip compression, but
also optimizes the Brain data in other ways to eliminate redundant information.
You should not use zip file utilities to modify or access your BrainZip files as
doing so may corrupt them.
Merging Brains
You can copy all Thoughts from one Brain to another by using the Merge Brain
feature.
1. Open the Brain into which you want to merge another Brain.
2. Click the File menu and then click the Merge Brain command.
3. Use the Select PersonalBrain File dialog box to choose the Brain you
want to merge into the active Brain.
4. Click the Yes button to acknowledge that merging is not an action that can
be undone.
5. A progress bar will display as the Brains are merged. When the merge is
complete, the Thought that was active at the start of the merge will be
linked to the last active Thought from the merged Brain.
The only Brain that is changed is the one that is open when you begin the merge
procedure. The Brain you select during step 3 is not changed at all.
1. Select all of the Thoughts you want to include in the outline (Ctrl-click on a
Thought to add it to the selection or use the commands on the Edit menu to
quickly create a selection).
2. Click the Edit menu and then click the Copy as Text Outline command.
3. Open the other application and click where the outline version of the
Thoughts should be inserted.
4. Right-click and then click the Paste command on the context menu (or click
the Edit menu and then click the Paste command).
If you are using Word, make sure that a hard return (paragraph break)
separates each paragraph and that the Tab key has been used to
indent each entry to the proper position.
If you are using Excel, each item that will become a Thought needs to
be in a separate column and row. Columns are used to indicate the
level of indentation and show which Thoughts will become children.
The information you have entered into the source application will be
turned into Thoughts.
2. In your Brain, activate the Thought that will be the parent of the inserted
outline, click the Edit menu, and then click the Paste Outline command. A
progress bar will show the new Thoughts being pasted in.
3. In the event of duplicate names, the Thought Name Exists box will
display. In this case, select the option of your choice from the drop-down
list and then click the OK button.
Click Create New to allow duplicate Thought names and not link to
the original Thought with the same name
You can also back up your Brain by simply copying the .brain file and _brain
folder; however this method will take more time and occupy more storage space.
See the following section for more information on where your Brain data is
stored.
Each Brain you create is stored in a file with the extension “.brain” and folder that
has a name ending in “_brain.” The file and folder must be kept together in order
to work properly. If you have named a Brain “Pat Green,” its file and folder will be
named “Pat Green.brain” and “Pat Green_brain,” respectively.
PersonalBrain uses its own database to track the relationships between all
information in your Brain. This database, as well as the search index and other
information, is all stored inside the _brain folder. Attachments for your Thoughts
are stored in the “Files” subfolder of the _brain folder.
The size of a _brain folder depends on how many Thoughts it contains and how
much content is associated with each Thought.
Tip: Many of the menu commands are also available on context menus, so
remember to right-click on your area of focus to see if there’s a shortcut.
File Menu
Click the OK button when you have named the new brain and selected the
location of your choice. Your Brain’s name will appear in the middle of the
Plex and it will be the first active Thought in your new Brain.
Rename Command
Change the name of the active Brain (the Brain that is currently open).
Renaming your Brain does NOT automatically change the name of the first
Thought (which is also the default “Home” Thought). To change the name of
the Home Thought, right-click it, click Rename in the shortcut menu, make
your revisions, then close the Rename box.
Import Command
When you import a folder, it becomes a child Thought of the active Thought.
When you import your IE favorites, each one becomes a separate child
Thought of the active Thought. When you import a PersonalBrain 3 Brain, the
entire Brain becomes a child of the active Thought (which, in turn, has
whatever structure it had originally). So, make sure to activate the appropriate
Thought prior to clicking the Import command.
Export Command
Please see Sharing Your Brain beginning on page 140 for details.
Utilities Sub-Menu
When you click the Refresh Web Pages Index command or the Rebuild
Search Index command you will see a message box informing you that these
operations may take some time. You will be able to choose whether to
proceed or not.
The Rebuild Icon Cache procedure updates the icons displayed for all
Thoughts and proceeds in the background after it is selected. Under normal
circumstances, icons are updated automatically and there is no need to use
this command.
The Clear Thought Activity Log command lets you delete the record of how
many times and at what times each Thought was activated.
Exit Command
Close the PersonalBrain window. Clicking this command has the same
effect as clicking the PersonalBrain window’s Close [X] button.
Edit Menu
Paste Outline
Paste data from Word or Excel into your Brain, maintaining the original
hierarchy. In the other application, copy the data. (Note that the data must
be in the proper format―see “Importing Outlines from Word or Excel into a
Brain on page 147 for details.) In your Brain, activate the Thought that will be
the parent of the pasted outline, then click the Paste Outline command.
Paste Command
The paste command available will vary depending on what is present in the
clipboard at the time. For example, if a Thought has been copied, the
command will display as “Paste Thoughts.” If a Thought icon has been
copied, the command will display as “Paste Thought Icon.”
The “Do not exceed n clicks away” setting is used to indicate the number of
permissible generations (relative to the active Thought). Note that the active
Thought will also be included in the selection.
Thought Menu
The commands on the Thought menu are also available via the Thought context
menu, accessed by right-clicking on a Thought.
When there are multiple attachments, a secondary window opens from which
you can select the file of your choice. After you have selected the file you will
be able to select an application from a list.
Forget Command
Forget the active Thought. A forgotten Thought will disappear from the
Plex. To view, delete, or remember a forgotten Thought, click the Options
menu, click the Forgotten Thoughts command, then click the option of your
choice.
Rename Command
Change the name of the active Thought. This command is also available
on a Thought’s context menu or by pressing F2 when the Thought is active.
You can copy to and from this window—it will stay open until you close it. You
may have multiple Properties & Attachments windows open (for multiple
Thoughts) at once.
Options Menu
View Sub-Menu
Change the view of the Plex to Normal or Expanded. The current view is
indicated by the checkmark. You can also change the view by using the
Switch View button on the PersonalBrain toolbar. This command is also
available on the Plex context menu. Please see Changing How You View
Your Thoughts on page 93 for details about the three views.
If you filter your Thoughts, remember to check this setting if you are missing
Thoughts that you know exist but you can’t find. Thoughts that are filtered out
can still be found using the Search feature (both Instant Activation and
Search).
Wander Command
Randomly step through your Brain. Just as many of your most creative
moments stem from letting your mind wander, PersonalBrain can wander too.
If you select this command, you may see Thought associations that you had
not considered before. Select the Wander command again to turn it off.
You can also open this dialog box by pressing F9, or by clicking the
Advanced button in the Search tab.
Preferences Command
Open the Preferences dialog box to view and change settings for how
PersonalBrain operates. Customizations include options for how the Plex,
PersonalBrain window, and Thoughts are displayed, ESP Sync settings, your
name and email address, animation speed, default typeface, colors for
Thoughts, links, messages, and scroll bar, and how Search results are
displayed.
Window Menu
The Windows menu appears only in a Windows environment.
Float Command
Allow the window to be dragged to any location on the screen. When
PersonalBrain floats it will not automatically hide when another window is
open. It will behave as a standard window.
Help Menu
Save Command
Save the Note in the active Thought. Notes are saved automatically when
you activate a different Thought. You can think of this command as an
“interim save” that protects your work in case of a power failure. The
keyboard shortcut for this command is Ctrl-s.
Print Command
Print the Note for the active Thought. A Print dialog box will open so that
you can specify print settings.
Undo Command
Undo your most recent action in the Notes tab. The keyboard shortcut for
this command is Ctrl-z.
Redo Command
Reverse the action of the most recent Undo command. The keyboard
shortcut for this command is Ctrl-y.
Cut Command
Delete the selected Note content and place it in the clipboard so it may be
pasted elsewhere. The keyboard shortcut for this command is Ctrl-x.
Copy Command
Copy the selected Note content and place it in the clipboard so it may be
pasted elsewhere. The keyboard shortcut for this command is Ctrl-c.
Paste Command
Paste the contents of the clipboard at the point of insertion in the Note.
The keyboard shortcut for this command is Ctrl-v.
This can be especially useful when you don’t want to include formatting with
the text, so that it more closely matches the rest of your Note text. Note that
the Paste Special dialog box provides an explanation of each Paste As
option in the Result field. Click an option to display its result description.
Select Command
Specify whether you want to select a sentence or a paragraph. Click
Content to select the entire sentence in which the cursor is blinking. Click
Paragraph to select the entire paragraph in which the cursor is blinking.
Find Command
Find and/or replace text within the Note. Type what you’re looking for in the
Find what field. If you want the found text to be replaced, type the
replacement text in the Replace with field.
If you want to find/replace whole words only, select the Whole word only
check box. For example, if you want to replace “Jo” with “Josephine” but not
replace “Join us,” “Journey to,” or “Jokes” with “Josephinein us,”
“Josephineurney to” or “Josephinekes,” select the Whole word only check
box.
Click the Replace button to replace the current occurrence, click the Replace
All button to replace all occurrences within the Note, or click the Find Next
button to go to the next occurrence.
If your Note contains a table and you click within the table, Table, Row, and
Cell buttons will be added. Clicking any of these buttons selects the related
item. For example, if you click in a table and then click the Row button, the
entire row will be selected.
Bookmark Command
Create a bookmark within the active Note. You will see a list of all
bookmarks in the active Note when you create additional bookmarks.
Bold Command
Make selected text or text to be typed bold. The keyboard shortcut for this
command is Ctrl-b.
Italic Command
Make selected text or text to be typed appear in italics. The keyboard
shortcut for this command is Ctrl-i.
Underline Command
Make selected text or text to be typed underlined. The keyboard shortcut
for this command is Ctrl-u.
Superscript Command
Superscript selected text or text to be typed. Example: MyInventiontm (the
“tm” is superscripted).
Subscript Command
Subscript selected text or text to be typed. Example: H2O (the “2” is
subscripted).
Strikethrough Command
Display selected text or text to be typed with a horizontal line through
each character.
within the Note to be formatted. Then, select the text to be “painted” with the
copied formatting. You can also use the Format Painter button in the Notes
toolbar to activate this command.
Specify width: Leave this check box selected if you want the
table to fill a specific amount of horizontal
space. By default, the table will fill 100% of the
Note, from left to right margin. You can change
this amount by replacing “100” with a different
(lower) number.
Cell Spacing: This is the space between cells. The larger the
spacing number the more white space there
will be between cells.
Delete key: This refers to the “forward delete” key above the Å key. Since this
key is not available on Mac laptops, the fn+Delete key combination may be used
instead.
Windows+z opens PersonalBrain and shifts the focus to the Search box
when PersonalBrain is hidden in auto-hide mode.
Help
These commands let you create, edit, and activate Thoughts related to the active
Thought:
Arrow keys Move the green highlight circle from Thought to Thought―the
highlight shows to which Thought the keyboard commands
listed here will be applied.
Esc Remove the highlight for the active Thought and stop
navigating the Plex using the keyboard.
Searching
Create a Thought for each project goal and objective. Under these Thoughts you
can spin off additional Thoughts with all the resources you need to achieve each
goal.
You can even create Thoughts for each phase of your project.
You can also have a Thought that links all your active projects for fast access.
For more information on using your brain for project management go to:
http://blog.thebrain.com/from-ideas-to-action/
Or, watch our recorded highlights from our last Web event on project
management at:
http://www.thebrain.com/site/about/events/projectmanagement/default.html
You might be surprised at how quickly you can develop a personal resource on
your favorite sport or hobby that becomes invaluable to you as you pursue your
passion. Don’t forget to copy and paste Thought icons to your hobby Thoughts
for extra pizzazz. This is just plain fun!
For more information on building a Brain for your special interests, see the “Mind
Mapping your Passion” recorded event at http://www.thebrain.com/recordings.
Travel Brain
We live in a global village of cities and countries. Even if you’re not a jetsetter,
this section of your Brain is invaluable to anyone who wants to maximize their
time in the right places when away from home. Create a Thought for the location
you are visiting: link to key destination sites, hotels and tourist attractions. For
instance, if there is a specific hotel you like, drag and drop its Web page into your
Brain to create a Thought for it.
You can also use this area of your Brain to create a list of cities that interest you
so you can link to activities that you might like to do there sometime down the
road. In time, you’ll be able to see the places you should visit based on all the
things you want to see there and the people you want to visit. Plus, when you do
go you’ll be sure not to have forgotten anything!
This is also a great place to link to any online bill paying or banking sites that you
may use. You can also add a Thought for “Bills paid” and add in any notes on
dates bills are due or when they were last paid. For more time sensitive and
important items like property taxes you can create separate Thoughts and set a
calendar item so PersonalBrain will remind you when they are due. If you are into
scanning receipts or important documentation PersonalBrain makes it easy to
store and categorize this information.
For more information on using your Brain for personal finance, watch our
recorded seminar at: http://www.thebrain.com/recordings
“Thanksgiving” Brain
Every year, Beth is in charge of Thanksgiving dinner. Unfortunately, she’s not a
particularly enthusiastic cook and she likes to feel in control of the day. She has
to plan recipes, shopping, serving dishes, and a myriad of other details. As a
bonus, she’d like to be able to reuse her plans in following years. What Beth
would really like is to have a way of managing all the details in one place. Here’s
what Beth’s “Thanksgiving” Brain might look like:
Glossary
Activate To bring a Thought to the center of the Plex and make it
the active Thought.
Active Thought The Thought you are working on right now. The active
Thought occupies the center of the Plex. The active
Thought’s details are described in the Properties &
Attachments tab. Only the active Thought can be
opened by clicking it. A Thought that is not active can be
activated by clicking it, its pin, or its name in a list and
pressing Enter.
Child Thought A Thought with at least one parent. Children of the active
Thought appear in the child zone, below the active
Thought. In turn, the active Thought is a child of any
Thought that appears above it in the parent zone.
Drag and drop To use this feature, select the item you want to drag,
click the mouse button and drag the item to where you
want it to appear.
Gate The active Thought and its close relatives have three
circular “gates,” each of which is used to link to a specific
relation: The parent gate is above a Thought; the child
gate is below it; and the jump gate is beside it. A gate is
hollow when there are no links through it, and solid when
links exist.
Home Thought The Home Thought is the main or top Thought of your
PersonalBrain. It is the Thought that is activated when
you click the Home button in the PersonalBrain toolbar.
Parent Thought A Thought that has at least one child. A parent Thought
is linked to its child Thoughts through its child gate. The
active Thought is a parent of any Thought displayed in
its child zone, below it. Parent Thoughts of the active
Thought appear in the parent zone, above the active
Thought.
Past Thought list The scrollable list of Thoughts at the bottom of the Plex,
arranged in the order activated. The most recently
activated Thought is the rightmost Thought in the list.
Search field The field to the left of the Search button at the bottom of
the Plex. Type text in this field to perform an Instant
Activation search.
Search button The button at the bottom of the Plex that is used to
perform an extended search for the item typed in the
Search field.
Template A file used as the basis for creating other files. Template
files can be added to the window of the Add
Attachment dialog box.
Index
jump Thought · 6 155, 157, 158, 159, 160, 161, 184, 185,
Jump Thought · 185 186, 187
L panning · 97
scaling · 97
label
Plex, move and resize · 39
Thoughts · 71
Preferences dialog box · 45
link · 7
previous version of PersonalBrain · 7
labels · 76
printing · 135
Link · 63, 64, 185
properties · 76 R
Link by dragging · 65 redo and undo actions · 55
Link by Selecting a Thought in the Create relationships, change using links · 67
Child Dialog Box · 65 Remember · 186
Linking existing Thoughts · 63 rename Thoughts · 56
M Reports · 127
Reset Tools Layout · 108
merging entire Brains · 145
mouse wheel · 97 S
Move File into Brain command · 83 Save as · 84
multiple platforms · 2 scroll bars · 99
multiple Thoughts · 60 searching · 120
de-select · 61 selection · 61, 62
select · 61 semicolon trick · 14, 17, 48
N Sibling · 186
sibling Thought · 6
Naming Thoughts · 51
spell checker · 111
Notes · 90, 109, 111, 112, 113, 115, 116,
statistical report · 152
119, 138, 152
sticking Thoughts · 98
O super type · 75
Operating Systems · 2, 3 Swap Thought name and label · 51
outlines · 146 Switch button · 51, 93
Outlook · 86, 137, 138, 139 Switch View button · 93
P T
Parent · 185 tables · 113
parent Thought · 5 Templates · 186
Parentless Thoughts · 185 Themes · 40, 41, 42
Past Thought list · 34, 140 Thought types · 74
Past Thought List · 34, 65, 186 Thoughts · 1, 3, 63, 186
PersonalBrain · 1 collapsing · 96
PersonalBrain toolbar · 44 distance between · 97
PersonalBrain window · 10 expanding · 96, 97
Pins · 16, 64, 186 images · 71
create · 64 relocacting · 98
pins, create · 33 sizing · 69
pins, remove · 33 Thoughts, creating multiple · 48
Plex · 3, 4, 5, 8, 15, 16, 18, 21, 31, 32, 33, Thoughts, forget · 57
34, 37, 38, 39, 43, 44, 45, 57, 61, 77, 79, Thoughts, select multiple · 60
81, 83, 84, 89, 93, 95, 96, 97, 98, 99, Thoughts, unlink · 63
100, 101, 102, 111, 135, 137, 150, 151, Thoughts, virtual · 89