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Feature  -  All the Data that Fits
by Sandra Rozenzweig

[From California Lawyer (March 2000). Posted with permission from California Lawyer. This file cannot be downloaded from this page.]

All the Data That Fits Palm handheld devices to run your practice and organize your life

Now, let's see, where was I? Last month I explored the basic Palm handheld miniature computer and its siblings: palm-size gadgets with efficient, easy-to-use built-in programs such as your address book, calendar, to-do list, and memo pad, along with a program that synchronizes your handheld and your desktop calendar, phone book, etc. with the click of a button. Get one of these things and throw away your heavy paper phone books. (See "The Power of the Hand," February 2000, for reviews of the various models and manufacturers.)

The programs that come installed on the Palm work fine. However, after a while one always wants more, right? I used the built-in address book, calendar, and to-do list for years, and I was quite satisfied. However, I had to test a bunch of enhancement programs while researching this article, and I discovered two that are so helpful I could never turn back.

Palm designed the calendar, address book, to-do list, and memo pad features as four separate programs. After a while, however, I get tired of clicking between, say, the calendar program and the address book program to create a new entry. Both Iambic's Action Names and Pimlico Software's Datebk4 take the standard Palm applications and combine them so that you see both on the same screen. Just that alone is worth the price of admission. Better yet, this involves only some re-sorting and relinking - your actual data doesn't change at all; it remains pristine for your desktop calendar and phone-book program. In addition, with either one, you may create an appointment and link it to a name in your phone book with one click. Both programs provide a library of icons you attach to key events or names so you can find and sort them more easily. Both permit you to log any action - a call, a meeting, a memo, whatever - to the Notes field in the operative person's address-book record. The primary difference between them is one of interface and emphasis. Action Names organizes your calendar and to-dos around your contacts list, whereas Datebk4 shows your calendar and to-dos and contacts all in one crowded screen. Action Names's display is cleaner and more elegant, but Datebk4's is faster and has more powerful scheduling. For example, you can tell it what time zone any given appointment should take place in. I use this feature when I must remember ongoing meetings at my office while I'm setting up other meetings halfway across the globe. Datebk4 also links with your memo pad, should you wish, so you have access to all four of the main Palm programs on one screen.

Also, when I'm using Datebk4 I can take any appointment I want and, with one click, turn it into a template for future entries. You can link contacts to appointments in Datebk4 by tapping on a linking button. On the other hand, Action Names offers a few more types of entries (such as Meeting and Call) and provides a more elegant journal feature. Also, when using Action Names I can enter a new appointment on the Palm, and when, for example, I need to fill in the attendees at a meeting, I just write in the first letters of their names and the program uses my phone-book program to auto-complete each name. In Datebk4 I have to intentionally link the names. What's more, I found assigning icons to entries in Action Names easier than in Datebk4. In fact, Datebk4 is, overall, a little more complicated to use, but with that complexity comes a great deal of power. Finally, Iambic's tech support is better than what many software companies offer, but Pimlico's tech support is unusually quick to respond. Its president, C. E. Steuart Dewar, answers every query almost immediately and in ample detail. And all proceeds from Pimlico's shareware products go to support wildlife conservation projects funded by the Dewar Wildlife Trust. (Handspring, by the way, ships a customized version of this program with every Handspring Visor, another brand of handheld using the Palm operating system.)

Every Palm handheld has the potential for doing a whole lot more than just tracking your daily activities. It can store references you need to carry with you, convert currencies so you don't need a separate travel calculator, tell you the time anywhere in the world, give you public transportation schedules and routes, and a whole lot more.

Let's start with references, word processing documents, and spreadsheets. First, you'll need a so-called doc reader, a small program that enables the Palm to make that book or all that U.S. Code you downloaded readable on your handheld. (If you have good eyes and a lot of patience, you can download for free and read just about any book in the public domain, from Shakespeare to Mark Twain and hundreds more. There are also Web sites that offer current books in Palm format, but the prices just about match those of a hardbound copy - ridiculous!)

For a doc reader, I recommend iSilo free (www.isilo.com) and AportisDoc Mobile Edition (www.aportis.com), which costs $30. For the books, check out MemoWare (www.memoware.com) for thousands of titles in just about any field imaginable. This site is an incredible library of mostly free books, factoids, constitutions, and more, all formatted to be read on the Palm. A few months ago, for reasons I don't even understand myself, I downloaded A Tale of Honorable Poverty by Osamu Dazai, Adventures of Richard Harding Davis by Richard Harding Davis, the Glycemic Index (GI) and Satiety Index (SI) for Various Foods (for a diabetic friend), Singapore Police Stations and NPPs, and U.S. Social Security Numbers by State.

There is another way, however, to transfer word processing and spreadsheet files, as well as PowerPoint and Adobe Acrobat files, to your Palm. BackupBuddy Software, in Redwood City, offers InstallBuddy, a big improvement on Palm's standard installer because using it not only installs Palm-formatted files but also converts non-Palm files and then installs them, all in one step.

If you need to edit your spreadsheets or create new ones on the handheld, go for Cutting Edge Software's Quicksheet. This is one complicated program. It provides 48 built-in functions, including many for scientific, financial, date/time, and statistical calculations, as well as a bunch of cell formatting and editing functions. And it syncs smoothly with Microsoft Excel - it even adds a Quicksheet menu to the Excel menu bar so you can convert your documents while still inside Excel.

However, I was stymied by the 50-character limit per cell: If a cell in your spreadsheet has more than 50 characters, and you don't want to alter your spreadsheet with one workaround or another, the whole conversion process fails.

As long as you're prowling BackupBuddy Software's site, shell out a few more bucks for BackupBuddy itself. It keeps a record of everything you install or remove from your handheld so that in the event of theft or in case, heaven forbid, your Palm crashes, you can restore your programs and data onto a new or restarted gadget with the click of an icon. This small, elegantly designed program is also almost completely customizable. It backs up programs no other program will. And it works if you have more than one Palm gadget to sync up to your desktop or more than one desktop computer you sync your handheld to.

The Briefcase

If you use one of the popular case-management systems, and you get hooked on your handheld, you'll wish you had a link (they're called conduits in Palm-speak) between the gadget and your desktop manager. And you can. AbacusLaw provides its Palm Pilot Link (www.abacuslaw.com/products/abacus_law.html) so you can carry your calendar, contact, and case information with you anywhere. Amicus Attorney Advanced Edition also offers Palm support (www.amicus.ca/products/advanced.html). Data.txt Corporation provides a Palm Connected Organizer link for its Time Matters case management program, so that your Palm will show the schedules of multiple staff as well as tie case or matter or project references for your calendar, contacts, and to-do lists.

Handheld devices are also useful for logging time and expenses in a form that's transferable to the time-and-billing software on your mother computer. TimeReporter 2000, made by iambic, uses its own time-and-billing program, both on the desktop computer and on the handheld, and records time for each client or case, in addition to your expenses and automobile mileage. Files may be exported to Microsoft Excel, Intuit's Quicken, and Intuit's Quickbooks Pro, among others. Versions of TimeReporter link to Sage's Carpe Diem Electronic Time Sheet or to Sage's Timeslips system.

PalmLaw (www.palmlaw.com), run by Joseph Kornowski, associate executive director and general counsel of the Los Angeles County Bar Association, is the best starting point for any Palm-using lawyer. In addition to the links to manufacturers and most other law-focused Web sites, Kornowski offers articles and reviews, surveys of what lawyers use and what they wish they could use if only someone would provide it, and an invaluable compendium of downloadable Palm-formatted documents specifically for litigators and transactional lawyers. As of press time, he also offers shortcuts for writing 120 legal terms and phrases, plus five so-called Web-clipping programs, little applications that wireless-equipped Palms use to provide information from Web sites of professional interest to lawyers - searchable U.S. Code, Los Angeles County court district locator by zip code, Expert4Law (an experts and consultants search), POPClocks (United States and world populations estimates from the United States Census Bureau), and U.S. Time (official time for every U.S. time zone from the National Institute of Standards and Technology and the United States Naval Observatory).

At the end of last year Lexis announced Law-on-the-Go legal research over the GoAmerica wireless network. I couldn't test it before this article went to press, but it appears that both of the Big Two research services have realized that to be completely useful to lawyers Lexis and Westlaw must be available on the Palm platform. That in itself says the legal market has embraced the Palm.

The Tool Box

Here are a few Palm utilities you really shouldn't leave home without.

Remember the Newton, Apple's attempt to market the first handheld that used handwriting recognition? It was so ridiculed it even made it into Doonesbury. Newton's legacy was one of the major battles Palm waged during its first year of distribution, but it succeeded in convincing consumers that the Palm's built-in Graffiti handwriting recognition program was easy to learn and highly accurate. (Now it's got to convince a court that it hasn't infringed on Xerox's handwriting recognition software patent.) Unfortunately, yes, you do have to learn to write a partially new alphabet. You form an A as an upside down V, you write a V backward because if you write it normally, Graffiti interprets it as a U. I found this new alphabet very quick to learn and now enjoy the fact that I can write without looking down at the screen. However, if you hate Graffiti and you want to print your letters more in accordance with the lessons of your first-grade teacher, or if you want to be able to write all over the screen instead of just on the bottom Graffiti area, try Communication Intelligence Corporation's (CIC) Jot. Not only do you use a natural character set with Jot, but you don't have to bring up supplemental keyboard screens to write symbols and accent marks. (Here's a contest: Send me your entries for company names that are more pompous than CIC's. Prize for the winner is ...your name in print in a future issue of California lawyer.)

If you don't want to write at all - computers, after all, are for typing - then tap out your messages on the screen using the Palm's pictorial keyboard. If that's not good enough, look for Think Outside's Stowaway Portable Keyboard, folding keyboards for the Palm and Visor, debuting just about the time you read this. When folded, they are roughly the same size as a Palm device. When unfolded, they are full-size keyboards. I personally don't want to write all that much on my Palm - data entry is just a whole lot faster and much easier on the hands and eyes with my desktop computer - but for the lawyer who claims to have written an entire book on his Palm, this might speed things up a bit. (Note: These devices were not available for testing at press time. Palm planned to release the Palm version under its own brand, but Handspring will offer the keyboard under the Think Outside name.)

Too frequently, you find multiple identical records have crept into your address book, date book, to-dos, or memos. Stevens Creek Software's UnDupe examines every record and gets rid of the duplicates. Without UnDupe, you might spend an entire plane ride from Los Angeles to New York removing each dupe one by one.

Stevens Creek also sells PalmPrint, with which you can disgorge any information on your handheld into an HP, Epson-compatible, or PostScript printer (including the Canon portable BJC-50 and 80). You beam the data from the Palm by aiming its infrared device at the infrared window on your printer. (No infrared on your printer? You can also rig some special cables, available through Stevens Creek, to connect the handheld to the printer, but you'd have to be pretty determined to to use this setup to print from your Palm.) It comes with SnailMailer and Mail/P so you can also print envelopes, labels, address book entries, and e-mail messages.

The Suitcase

I used to think foreign-currency calculators were uncool. I'd work out formulas and equivalents for the currency at hand and stand in front of each storekeeper thinking, "3 into 14 is 4, carry the 2... " Now, as long as I'm carrying a Palm, why not use it in my favorite London antiques store (don't I wish) to calculate the price in U.S. dollars of that cunning little 19th-century brass microscope? The best all-in-one travel program is Abroad by Y. Kanai. For a mere $20 you get a dual-time clock, a measurement converter that includes North American, European, and Japanese measurements for length, mass, area, volume, temperature, clothes, and shoes. You also get a few screenfuls of information on each country - capital, currency, time zone, telephone codes - and said currency converter for any two currencies in the world. (Download the exchange rates right before you leave from http://sub.nu/~inferno/palm/ or from www.oanda.com/converter/classic.)

The Visor ships with CityTime, a nifty little program that displays for you the time in any four cities in the world, as well as a map to tell you whether it's night or day there (in case you don't understand 24-hour time). Should you want it for a Palm- or TRG-manufactured device, you'll find it at www.codecity.com.au.

The best Palm program for public transportation routes for just about every transit system in the world (I counted 119), and perhaps the biggest bargain on the World Wide Web, is MetrO. It's updated and fact-checked every few weeks, and it's free. I consider Patrice Bernard and friends a new order of saints. Some of the commercial travel guides available for the Palm aren't this accurate. Laura Watts's wwPlug provides pictures of every sort of electrical plug used in various parts of the world. Ms. Watts also offers 2xCalc, an attractive calculator and currency converter, extremely useful if you don't use Abroad. She provides free updates for exchange rates every month. These and hundreds of other free or shareware programs, costing in the range of $10 to $30 with a few exceptions, are available from Palm Gear H.Q. (www. palm gear.com) or the former PilotZone, now part of Tucows PDA (http://pda.tucows.com/).

For real hard-core information on a given country, try the pricey eCalendar Companion from on board info. You'll find everything, such as the national and religious holidays of many countries, reference data from the Economist, including measurements (abbreviations, conversions, international clothing sizes, metric system, numbers, U.K. measurements, U.S. measurements, wine vintages, wines and spirits) science (chemistry, computer glossary, time, geometric formulas), economics (regions, world primary products, country statistics, international organizations), and time, travel, and communications (country code and currency conversions, U.S.A. telephone codes, world time zones, direct air distances, international direct dialing codes, an identical black-and-white version of the London underground map poster plastered in every tube station). Pick and choose what you need to conserve memory. Purchase price includes a one-year subscription to weekly updates.

The Toy Chest

For me, the best toys are gadgets, but I'm sure most of our readers have guessed that already. Precision Navigation, manufacturer of some amazing compasses, has produced two attachments for all Palm-manufactured models except the Palm V series. Download maps from the Web, install them on your Palm, and then watch the superimposed picture of a compass tell you what direction you're heading in. Using this thing takes not a single brain cell - it's that simple. Weatherguide is only a bit more complex. Snap on the sensor and it tells you the temperature, barometric pressure, and, if you can't see through your windows, whether it's sunny or cloudy outside. Use it frequently during its first 24 hours out of the box to help it acclimate, and you will also learn from it whether it's likely to rain or not. It works with all Palm-branded devices except the Palm V because the Palm V uses differently shaped connectors.

Should you want to use this with the Palm V series, snap on a Palmdock from Solvepoint. This one-ounce shim enables you to fit not only the PalmNavigator and the Weatherguide onto a Palm V but also Palm III cradles and modems and other add-on hardware you may have lying around from previous Palm devices. (The cradle attachment connects your Palm to your desktop.)

I'm not sure how I would have survived some of the tedious plane connections I've endured in the past three years without the games on my handheld. It's amazing how enthralling an ordinary game of Klondike solitaire ($12 to $17) can be at 3 A.M. in Shanghai's airport. Golf is engrossing too - the handheld version of solitaire, not the stroll with the little ball. Mille Bourne (called Rally 1000 for the Palm operating system - free) also works fairly well on the tiny screen, but the Palm opposition doesn't yell at me the way my family does. PictureLogic puzzles look like crossword puzzles without the black squares. You use logic and deduction to fill in the grid to reproduce the correct picture. Lawyers seem especially to like DopeWars (free), in which you, the drug dealer, must buy and sell various illicit commodities to make huge profits within 30 days, all the while trying to avoid arrest by the cops or knee-capping by the loan shark. For the nostalgia buffs, 9-Ball Pinball (scheduled for release sometime before summer) puts some of the thrills and all of the tilts at your thumbtips. These games are available either from Palm Gear H.Q. or Tucows PDA (http://pda.tucows. com/), and sometimes both.

High-Profile Case

Many companies make fitted cases for every version of every Palm-based gadget yet invented. Almost all of these cases give you access to the Palm's various features: the stylus you use for tapping and writing on the Palm's touch-sensitive screen, the hot-sync cradle, and, usually, the infrared port that beams information to other Palms. Some are brightly colored neoprene (should you need to surf with it); some are conservative black leather. Some are soft. Some are firm. The choice is primarily a matter of taste, so check out www.palm.com for links to case manufacturers.

Before you do that, however, permit me to introduce you to the two top-of-the-line cases, each aimed at a very particular user.

For the ultimate in luxury - the case that will impress anyone paying attention - slip Ondata's hand-sewn and numbered Italian leather case over your Palm. The leather is so fine, the finish so smooth, and the details so unobtrusive I find myself stroking it in odd moments. Go for the subdued, conservative black or burgundy case, or get yourself a flaming red, Christmas green, or vivid blue case - they're all elegant and worth every cent of their $120 price tag.

For the high-tech, L.A. look, the case that says you are younger and hipper than you look (or at least than I am), opt for RhinoSkin's Titanium Slider Hardcase for Visor and Palm models. This metal rectangle provides abundant cushioning inside the case. I sat on it and stepped on it without the slightest injury to the handheld inside. When I tried the drop test, the gadget and the case emerged undamaged, but the floor got a big dent in it. The cover swings underneath the back of the case to give complete access to the device's controls and stylus.

Making the Case

This year, the technology for PDAs and wireless connectivity - and the co-mingling of the two - is going to explode. We're already seeing programs that use the Palm to download traffic reports, stock market results, and flight information so you can learn, from your office chair, whether your afternoon flight will be delayed. Already your Palm sends and receives e-mail and faxes, surfs the Web, and even plays your voice mail messages for you. Soon enough there will be a wireless telephone integrated into the handheld so you can return those telephone messages without having to pick up another piece of equipment. (Nokia has made alliances with Palm that will most likely lead to the Palm operating system on a series of its wireless telephones.) Add-on devices record your dictation (to transfer later to your desktop computer) and play your MP3 music. (Sony plans to release Sony-branded Palm platform consumer devices, probably this summer, with souped-up sound, wireless audio, and downloadable music and video.)

Last month Palm released its first color model, the Palm IIIc. A color display is easier to read and also permits us to distinguish more easily among items. Imagine, for example, that all of your deadline items turn red as they approach their due dates. And that the PowerPoint slides on your Palm show up in full color, as do the map to the Paris Metro and the clubs and hearts in blackjack.

Even Apple, despite its experience with the Newton, has jumped on the bandwagon with a Palm-based color handheld due out, supposedly, in May.

One last note: My prediction for a handheld killer app is moolah, as in money. Imagine paying for your purchase simply by aiming your Palm's (or smart phone's) infrared port at a receiver on the merchant's cash register. Or repaying a debt to a friend by beaming her the cash. PayPal is doing this today. Open an account (probably using your credit card) and then go shopping at the mall or online. Your account is debited. The store's is credited. The Palm keeps a record of your balance and every transaction so you later can upload them into your computer's copy of Quicken.

Action Names, $19.95; TimeReporter 2000, $149; TimeReporter for Carpe Diem, $129.95; TimeReporter for Timeslips, $119.95. iambic Software, 800/730-5370

Datebk4, $25. Pimlico Software

AportisDoc Mobile Edition, $30. Aportis Technologies, 888/276-7847

Quicksheet, $49.95. Cutting Edge Software, 800/991-7360

InstallBuddy, $29.95; BackupBuddy, $29.95; BackupBuddy Software

Jot, $39. Communication Intelligence Corporation, 800/888-8242 www.cic.com

Stowaway Portable Keyboard, $99.95 for Handspring unit; Palm unit price not available at press time. Think Outside, 858/793-2900 (www.thinkoutside.com).

UnDupe, $7.95; PalmPrint, $39.95; SnailMailer, $19.95. Stevens


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