User Requirements for CHS
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Functionality requiredWhy this is required.Priority:
A = Mandatory ("must have").
B = Highly desirable.
C = Nice-to-have.
Clipboard functionPIM functionDoes it have this functionality?Estimate of of users who potentially could and would make use of thisAction by @mouser?Notes
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Capture/paste/search/select functionality:
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Capture ALL text clips that go to the clipboard.Essential - Basic data capture of text data type.AYYYAll
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Capture ALL formatting that applies to ALL/ANY text.Essential - Augmented data capture of text data type.AYY*PartlyAllUnder reviewOnly applies to last/most recent clip. Does not apply to all.
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Capture ALL source meta-data (e.g., including date/time of clip, application, URL, format.).Meta-data is/could be extremely useful in search and reference management.AYY* MostlyMostUnder review
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Able to paste text to document (WITHOUT formatting), by choice.Essential - Basic data copy/paste of text data type.AYN/A*PartlyMostUnder reviewOnly applies to last/most recent clip. (e.g., IainB currently enables this choice using AHK script.)
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Able to paste text to document (WITH formatting), by choice.Augmented data copy/paste of text data type.AYN/A*PartlyMostUnder reviewOnly applies to last/most recent clip. (e.g., IainB currently enables this choice using AHK script.)
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Able to handle MS Word formatting.Places augmented data in most commonly encountered formats.AYYYMost
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Able to handle RTF formatting.Places augmented data in most commonly encountered formats.AYYYMost
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Able to handle HTML formatting.Places augmented data in most commonly encountered formats.AYYNMostUnder review
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Able to perform single-paste to last active screen from CHS grid view.Ergonomics - optimum efficiency, effectiveness and usefulness.AYN/AYManyUse setting in Options: [Interface Options|Grid options|Copy clip to active window].
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Able to perform multiple paste to active screen from CHS grid view, without losing focus on grid view.Ergonomics - optimum efficiency, effectiveness and usefulness.AYN/AYManyUse setting in grid: [View|Stay on top] (to maintain focus on grid).
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Ability to automatically throw a new line between each paste when making multiple pastes from grid view to the same document.Ergonomics - optimum efficiency, effectiveness and usefulness.AYN/ANManyUnder review2011-09-01: Currently multiple pastes seem to be posted sequentially, without line breaks. Is that correct?
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Able to paste from Quick menu of recent clipsErgonomics - optimum efficiency, effectiveness and usefulness.AYN/AYAll
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Able to paste from Quick menu of Favourite clips/foldersErgonomics - optimum efficiency, effectiveness and usefulness.BYN/AYAll
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Able to make selective format date/time pastePotentially handy time-saver.C?N/AYMany?Is a handy function, but could be done via alternative means - e.g., AHK.
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Able to create/set a stack and pop clips from stack in order.Ergonomics - optimum efficiency, effectiveness and usefulness.BYYYMany
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Able to use flag characters to control pops from stack into a tabbed form field.Ergonomics - optimum efficiency, effectiveness and usefulness.BYYYManyThis functionality addresses a classic need when repeat pasting of fixed information into tabbed form fields.
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Able to save Favourite stacks for Quick menu reuse.Ergonomics - optimum efficiency, effectiveness and usefulness.BYYNManyUnder review
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Able to paste clip together with URL meta data, if this is toggled ON.Ergonomics - optimum efficiency, effectiveness and usefulness.BYYNManyUnder review(Requirement from @rjbull.)
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Ability to set rules as to which clips are "permanent" storage by default.Essential for optimum data management.AYYNMostUnder review
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Ability to set rules as to which clips are NOT "permanent" (e.g., from certain selected applications).Essential for optimum data management.AYYNMostUnder review
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Ability to manually clean up database via Boolean search/filter on all data and meta-data fields, and purge/delete not-required records.Essential for optimum data management.AYY*PartlyManyUnder reviewNeed to enable search/filter (via Virtual Folders) on all meta-data fields, for this to be able to be fully functional.
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Ability to capture and save imagesExtend data types for capture to include images.AYYYMostStorage is in PNG file format, externally to database.
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Ability to capture OCR of any text in images, and save to text portion of image record.Make optimum use of data content in records holding image data type.BYYNMostUnder review
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Ability to perform search for text in ALL text clips captured in database.Make optimum use of data content in records holding image data type.AYYYMost
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Ability to perform search for text in ALL images captured in database (same as for text).Make optimum use of data content in records holding image data type.BYYNMostUnder review
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File management functionality:
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ImportEssential file management function.AYYYAll
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ExportEssential file management function.AYYYAll
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BackupEssential file management function.AYYYAll
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RestoreEssential file management function.AYYYAll
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Print/Configure printerEssential file management function.AYYYAll
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Re-establish clipboard chain on demandEssential file management function.AYN/AYAll
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Automatically re-establish clipboard chain at regular intervalsEssential file management function.AYN/AYAll
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Advanced data management functionality:
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Ability to categorise records (clips) into a category tree structure.Essential to enable flexible management and categorisation of data in an RDBMS.AYYYMost
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Categories are not nessarily mutually exclusive (i.e., tree is not strictly hierarchical).Essential to enable flexible management and categorisation of data in an RDBMS.AYYY
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Ability to flag some categories as Favourites (with special features).Essential to enable flexible management and categorisation of data in an RDBMS.AYYYMost
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Ability to flag some categories as Virtual Folders to contain SQL-based Boolean searches on record data and meta-data.Essential to enable flexible management and categorisation of data in an RDBMS.AYY*MostlyManyUnder review2011-09-01: It seems that not all meta-data or redord "coulmns" can be searched.
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Ability to enable Condition-->Action from SQL in Virtual folders (e.g., to force association of a record with other, additional categories, as required.)Enables the intelligent automation of active re-categorisation of records in the RDBMS.BYYNManyUnder review
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Ability to have special categories by system default - e.g., every record has category "Date/Time" of record capture/creation.Enables the intelligent automation of active re-categorisation of records in the RDBMS, specifically for data quality "Time".BYY*PartlyManyUnder review
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Ability to use a system default category ("Alarm").Enables the intelligent automation of active re-categorisation of records in the RDBMS, specifically for data quality "Time".BNYNManyUnder review
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Ad-hoc note-taking functionality:
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Ability to pop up an empty note on screen, on demand, and create a text record with that (i.e., make a note).Enables the instant capture of notes/data.BYYYMany
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Ability to cause selected records (notes) to appear as sticky notes on screen, as required.Extends the flexibility of the instant note capability for your captured records in the RDBMS, and reduces reliance on separate third-party "stickies" applications/databases.BNY*PartlyMany2011-09-01: Currently, iIndividual notes can be created which stay on top until completed.
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Ability to make some notes as alarms, to trigger alarm note pop-up, using category "Alarm".Makes further use of the data quality "Time". Extends the flexibility of the instant note capability for your captured records in the RDBMS, and reduces reliance on separate third-party "stickies" applications/databases.BNYNSome
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Advanced clip text formatting and spelling check:
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(Detail existing functionality here - To Do.)
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Settings and controls:
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(Detail existing functionality here - To Do.)
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User Interface/Presentation:(For optimum ergonomics/efficiency.)
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Systray icon when running.BYYYMost
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Right-click Systray icon to generate menu.BYYYMost
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Hotkey to pop out Quick menu.AYYYMost
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Hotkey to popout Grid display of database.AYYYMost
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Hotkey to pop up ad hoc Note creation window.AYYYMany
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Display Group tree on LHS of Grid display.BYYYMany
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Select icon for display for any single group.CYYYMany
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Icons of Virtual Folders (with SQL enabled) have a special identifying flag next to them.A significant potential timesaver.BYYNManyUnder review
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Group icons display a count of records they contain/inherit next to them.Very useful potential timesaver.BYYNManyUnder review
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Total unmet requirements:
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Data here
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