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Workspaces in DEVONthink 3 and more!

4 min read

Based on DEVONThink for Historians's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

DEVONthink 3 workspaces let historians bundle a specific set of documents for a writing task and restore them instantly later.

Briefing

DEVONthink 3 “workspaces” let historians snap a set of frequently used documents back into view instantly—turning multi-file context switching into a one-click workflow. The practical payoff is speed and continuity: when writing a story and needing to jump to another project midstream, a workspace restores the exact document set (including the right side-by-side layout) so the work can resume without hunting through the database.

The walkthrough centers on a common research rhythm. A historian may toggle among dozens of documents in DEVONthink during a normal day. But when writing—such as drafting a narrative tied to specific sources—there’s often a moment when the writing session must pause for a new deadline. Instead of manually reopening the same files again and again, the user creates a workspace that bundles the relevant documents. In the example, two documents are positioned together for reading and annotation; then a workspace is created from that selection. Later, switching projects becomes a matter of choosing the workspace, and the chosen documents reappear immediately.

Workspaces are built to be lightweight and iterative. The user can add a workspace name, update it when needed, and remove documents from a workspace once they’re no longer part of the active task. Keyboard shortcuts also streamline the process, reducing the number of clicks required to move between document sets.

The session also ties workspaces to DEVONthink’s annotation workflow. Documents can be annotated with “super annotations,” and those annotated materials can then be incorporated into the final writing workflow. The emphasis is on keeping the research-to-writing pipeline tight: annotate in DEVONthink, then use workspaces to manage which annotated sources are currently in play.

Beyond the feature demo, the conversation highlights why these systems matter over time. One participant describes finding long-lost grad school notes and archival document photocopies in a box years later—discovering that searchable OCR text and a well-organized database would have made it easier to locate relevant passages by name or place. That moment becomes a cautionary tale: without a reliable workflow, important materials can end up buried, forcing future panic or redundant work.

The result is a broader argument for historians using DEVONthink not just as a storage vault, but as an active research workspace. Workspaces complement other writing tools—like moving drafts to word processors or using reference managers for citation generation—by ensuring the right sources are always one step away. In short: bundle the documents that belong together, switch contexts fast, and preserve research continuity so deadlines don’t erase momentum.

Cornell Notes

DEVONthink 3 workspaces are a fast way to group the exact documents needed for a specific writing task and bring them back instantly later. Instead of reopening files one by one, a workspace restores a chosen set of sources (often arranged side-by-side) so a historian can resume midstream after switching projects. The workflow supports frequent editing: workspaces can be added, updated, and trimmed as research needs change. The discussion also connects workspaces to annotation practices, including super annotations, and to the broader value of searchable, well-organized databases for avoiding lost context years later.

What problem do workspaces solve for historians during writing deadlines?

They eliminate repetitive context switching. When a historian finishes one draft segment and must jump to another project, workspaces let the user instantly reopen the exact documents used for that story—rather than manually searching the database and reopening multiple files again and again.

How does a workspace get created and used in the workflow described?

Documents are arranged for the current task (e.g., two sources side-by-side with annotations). Then the user creates a workspace from that selection by adding it under the workspace section and naming it. Later, switching projects is done by selecting the workspace, which brings those documents back together immediately.

Why are workspaces described as easy to maintain rather than a one-time setup?

They’re designed for iteration. The user can remove documents from a workspace when they’re no longer relevant and create new workspaces for new document sets. That keeps the workflow aligned with changing research questions.

How do super annotations relate to workspaces in this workflow?

Super annotations are used to enrich documents with structured notes and insights inside DEVONthink. Workspaces then help manage which annotated sources are active for a particular writing output, so the annotated material stays connected to the writing task.

What longer-term lesson is drawn from the “box of notes” story?

Searchable, organized systems prevent future frustration. Finding old grad school materials years later highlights how OCR text and database organization would make it easier to locate relevant names or places quickly—reducing panic and redundant work.

How do workspaces fit with other writing and citation tools mentioned?

Workspaces support the research side of writing inside DEVONthink, while drafts and citations can be handled in complementary tools. The discussion references moving writing to word processing formats and using reference managers (e.g., Bookends reference ID numbers) so citations can be generated efficiently when transferring text.

Review Questions

  1. In what situations would creating multiple DEVONthink 3 workspaces be more efficient than reopening documents manually?
  2. Describe the steps for creating a workspace and how it changes the process of switching between two writing projects.
  3. What are the risks of not using searchable, organized workflows for research materials, based on the anecdote shared?

Key Points

  1. 1

    DEVONthink 3 workspaces let historians bundle a specific set of documents for a writing task and restore them instantly later.

  2. 2

    Workspaces reduce friction when switching projects midstream, especially during deadlines.

  3. 3

    Workspaces are flexible: documents can be added, updated, and removed as research needs change.

  4. 4

    The workflow pairs well with annotation practices, including super annotations, to keep sources connected to writing.

  5. 5

    A searchable, well-organized database prevents long-term “lost context” problems and reduces redundant research.

  6. 6

    Workspaces complement other tools by keeping the right sources one step away while writing and citations can be handled in parallel systems.

Highlights

Workspaces turn multi-file reopen-and-rearrange work into a one-step switch, preserving writing momentum.
The demo emphasizes that workspaces can be edited—removing documents when they’re no longer needed.
The anecdote argues that searchable OCR and organized storage matter years later, not just today.
Super annotations and workspaces combine to keep annotated research aligned with the active writing output.

Topics

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