Learn to Maximize the New Notes Tool in Logos 8

Arguably the most significant new Logos 8 feature is the Notes tool. I certainly have received more questions about it than any other feature. Once you understand how to save and retrieve notes you’ll develop your own organizing scheme.

For now however, allow me to jump start your Notes‘ creativity I’ll show how easy it is to create and search an Illustrations Notebook.

Create a Notebook:

  • Choose Tools | Content | Notes
  • Click the Sidebar icon in the upper left of the Notes tool (A)
  • Click the Notebook icon in the Sidebar (B)
  • Click the New Notebook icon (+ sign) (C)
  • Name the Notebook something like Illustrations (D)

Add a Note to the Notebook:

  • Open a resource that contains a story, quote, etc. you want to save (E)
  • Select the text in the resource containing the illustration (F)

  • Click the New note drop down list in the upper right of the Notes tool (G)
  • Select New note on selected text (H)

  • Notice a new Note is created with the selected text as the Anchor (I)

  • Click the Save in Notebook icon above the new Note (J)
  • Select the Illustrations Notebook from the list (K)

  • Click in the Add tags box at the bottom of the new Note (L)

  • Type a Tag that captures the subject of the illustration like Forgiveness (M)
  • Select the Tag from the popup that appears (N)

  • Add as many Tags as you like to this Note
  • Repeat the above steps for additional Notes with illustrations you want to save

Find an Illustration:

Imagine now it’s months into the future and you want to find your illustrations tagged forgiveness.

  • Open the Notes tool
  • Toggle on the Sidebar (O)
  • Click the Notebooks icon (P)
  • Select the Illustrations Notebook in the Sidebar (Q)

  • Click the Filters icon in the Sidebar (R)
  • Click in the Tags section the individual Tag you want such as Forgiveness (S)

  • Notice the Notes list pane now displays the Notes in the Illustrations Notebook that have been tagged Forgiveness! (T)

After working with Notes awhile, you’ll discover a few shortcuts for the above process, but at least for now I hope you’re seeing the value of the save and retrieve Notes tool!

Please note, the Notes tool appears in all Logos 8 Feature sets.

For more detailed instruction about Notes and new Logos 8 features, please check out the What’s New in Logos 8 course in our mpseminarsonline.com subscription where you’ll find about 150 videos just about new Logos 8 enhancements.

Remember to follow Faithlife.com/mpseminars and you’ll automatically receive a FREE digital download of Dr. Grant Osborne’s commentary Ephesians Verse by Verse

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Morris Proctor
is a certified trainer for Logos Bible Software. Morris, who has trained thousands of Logos users at his two-day Camp Logos seminars, provides many training materials.

Comments

  1. Russ White says:

    I would seriously not use this tool until Logos provides a way to either store your notes locally, or encrypt them locally so they are transmitted to the Logos cloud servers encrypted. I understand this is “just bible study software,” but people really underestimate the power of data collection and analysis.

    • Karen Engle says:

      Hi Russ, Thanks for your comments. We take feedback seriously, so I’ll make sure to pass your comments along to the team.

  2. I find the new notes format needlessly cumbersome and confusing. The point of Bible software is to bring convenience as well as power to the use of a Libra. I’m a busy pastor preparing weekly sermons and studies, and without my permission or exploring my opinion, someone re-arranged my file drawer. Took away my file tabs and moved my files and made them more time consuming to retrieve, by adding in extra steps and more mouse clicks.
    I understand that updating and improving the software is necessary, but by adding this notes tool, Logos has become more frustrating and less helpful, which are hard issues to dismiss when more hours are needed to re-learn a software in the midst of a busy holiday season for a local church pastor. I realize pastors are not the only customer base for Logos, but if academics and students or even some pastors needed more cataloging power, this could have been offered as an add-on.

    I am disappointed in the roll out of this new feature and would suggest more consideration before surprising the customer in future updates.

    Logos is considerably more expensive that other software (Wordsearch, PC Study Bible) but much more powerful. However, if one must take time to learn new complicated systems, what’s the point?

    When I called customer service to ask a simple question about where my notes disappeared to, the representative told me she was not allowed to offer training over the phone. I had to request a different representative, who answered my needs and kept me from demanding a refund. If Logos continues to make changes of this nature, it would be wise to hire more customer service reps who can answer questions.
    Thoughts from a loyal Logos user.

    • I too had countless hours of notes organized into my favorites folders. All of the 25,000 or so links are now broken – 15 years of notes.

      But not one note is gone. Logos has at least made sure that our life work recorded in notes has been kept safe and for that I am thankful.

      Your notes are safe but they are organized in a different way and yes it is frustrating to have to learn a new system every time there is an upgrade but it seems to be faster and better than the way it was.

      Software changes are difficult, I am in IT for my day job and it never gets any easier.

      I hope you are able to quickly discern the new notes tool and if you have difficulty look me up on faithlife.

      Blessings
      Jeff

  3. **I prefer these comments to not be posted or otherwise published in the blog.**

    Just a thought –

    This article from MP simply tells the reader the mechanics of how to add a tag in Notes – great. Tags are an incredibly powerful tool. I use them heavily in my Logos library and I (finally) convinced my wife to use them to organize her thousands and thousands of pictures of bugs, plants, and birds from our backyard (and is she ever a tag-wizard now!). And while I would have prefered an hierarchical, navigable system for such a potentially huge Notes db, I will admit that tags can be used.

    What I am NOT seeing from MP or Logos, however, is guidance on how to set up a tag SYSTEM for such a potentially large db. The new seminary student, for example, is essentially being told to just go forth and tag (for the next 40 or 50 years) – you’ll figure out how to organize those tags and how to efficaciously find stuff – eventually. What MP and/or FL should do is give some guidance and principles for a tagging system that will work for those 40 or 50 years without it having to be rebuilt (because the tagger never really understood how to organize things from the beginning).

    Here is an article in which the author briefly, but correctly, identifies some very important tips in setting up a tagging system: https://zapier.com/blog/how-to-use-tags-and-labels/
    These ideas could be expanded upon and specifically applied to the Logos environment and it would be a huge help to many. A prebuilt set of basic, recommended tags for use in Notes might also be a help, as well.

    Finally, If I could borrow from James – “If one of you says to them, “Go in peace; use Logos and tag,” but does nothing about their tagging system, what good is it?”