How to Manage PDFs with iTunes or Yep
Posted 02/06/2009 at 4:30am
| by Michael Niemann
PART 3:
Wrangle PDFs More Easily with Yep
Yep ($34, www.ironicsoftware.com) describes itself as “iPhoto for PDFs.” And if you have a scanner, Yep can scan all those pesky pieces of paper still floating around your desk. It’s not free, but $34 may be a small sum to pay for total organization.
When you first start Yep, the app automatically scans the Desktop and the Documents folder. (For more targeted scanning, adjust the settings in the Preference pane.) After searching, Yep displays the entire PDF collection—it found 1,600 on our hard drive.
That seemed a bit disconcerting until we realized that Yep’s sidebar contains a long list of tags. And here’s the neat bit—these tags were simply the names of the folders that contained the PDFs. Depending on your folder naming practices, this initial scan may already generate the foundation for your tagging system.

Yep's main interface. (Click to embiggen!)
Yep’s window consists of three panes. The left pane displays the tag cloud, collections or disk locations of files. The center pane displays PDF files either as groups or individually and the right pane provides details for the file(s) selected. Yep shines particularly when it comes to tagging files. You can add tags manually or automatically to any file or a group of files.

Adding tags to PDF files. We dig the dynamic tag cloud in the left panel, don't you? (Click to embiggen!)
The manual process is much easier than in iTunes, since Yep remembers the tags you used earlier and auto-completes the entry. Clicking the Tags box in the right pane also opens a translucent window with more options, including recently used, popular, and suggested tags. These suggestions are based on the file content or their context (folder name and tags of files in the same folder).
The auto-tag method dispenses with the individual approach and applies tags according to the selected files. We found that the process added many tags that didn’t seem relevant. But we suspect that the scattershot result was partly because we had only tagged a small number of the files before venturing into the auto-tag mode. Once tagged, files are found via the search box or by clicking the tag in the tag cloud. Selecting several tags narrows the search.

Recent, suggested, related, and popular tags... handy! (Click to embiggen.)
Yep provides its own version of playlists or albums, called collections, which help organize PDFs into logical groups. You can add files to a collection manually. But you can also save any search as a “smart” collection with live updates. Similar to Skim, a loupe provides a quick glimpse at the content of a file, a lifesaver during the tagging process.

Yep's smart collection showing all of our scanned checks.

Yep's loupe lets you preview the contents of your PDFs.
PART 4:
Other Options for Managing Your PDFs
There are a couple of additional options for you scholarly types. The open-source project iPapers helps manage scholarly articles obtained via PubMed, the huge online database for medical information. Papers is a commercial app that offers a similar set of options but a wider set of search options in addition to PubMed. And if you're interested in managing more files types, there are the commercial apps Yojimbo (also mentioned in our 30 Best Mac Apps You've Never Heard Of feature) and DEVONThink (tips here), but these warrant reviews of their own.
So get started and organize your PDFs. The sooner you start, the sooner that big shoebox in your computer will have some semblance of order and you'll actually find and read that article you saved a month ago.