Creating your First Project
Cartagio is browser-based research productivity software. Cartagio power users save hours per week finding what they seek, then organizing and sharing what they find. Cartagio beginners will achieve many of these same advantages after completing a short training exercise. Productivity benefits increase over time as users reach out for more advanced features, and find them in Cartagio.

In this exercise, you will become familiar with Cartagio’s graphical user interface, and create your first research project.

1. Access the Project Wizard Dialog, by selecting Project|Project Wizard... from the main menu, or click the Project Name field at the top left of the main screen:
Project Wizard
2. Choose “Create a New Personal Project”. You can experiment with Creating a Work Project later, but let’s keep it simple for now:
Project Wizard
3. Fill in the following boxes to define the Project Properties:

Project Title: Instant Messaging
Description: I.M. Research
Keyword Library: “Instant Messaging, Instant Messenger”

Note: Fill out Folio or Billing Reference, if someone is paying you to do this.

Project Wizard
4. You can search for key words in other Cartagio projects, authored by you or others. We’ll cover advanced topics like this in a later Tutorial. For now, click “Next”
Project Wizard
5. And, as we did not search other Cartagio projects, simply click “Next” again.
Project Wizard
6. Click “Finish” and you are ready to go!
Project Wizard

7. For the purpose of this Tutorial, we will assume that the Instant Messaging project will start with a search. Cartagio contains a number of built-in search engines that can be used as is, or customized to your own needs. Let’s use Google for now: Click WebSearch from the top menu bar.

Web Search

8. Click keywords to automatically insert your project keywords, or simply type your own keyword(s), then click Go. You should now be looking at a familiar Google results page, something like this:

google search page

9. Let’s go ahead and bookmark this page, to a new project category we’ll call “Searches”. Right-Click, and Select “Add Bookmark to Project”.
Add a Bookmark to the Current Project
10. As you can see from the example, there’s lots of information that can be associated with a bookmark. For now, let’s just associate this page with a new Category called “Searches”. Type Searches into the Category box and click “OK”.
Add a Bookmark to the Current Project
11. Let’s assume that you already know lots about the top results, such as AOL and Yahoo. For now, scroll down until you find ICQ, and Right-click to Send To a New Window (that leaves open a Tab with your Google Search, which we’ll return to in just a minute).
Send to New Window
12. Right-click to bookmark ICQ.com too, and note that the metadata is captured from this page (notice the term SMS, which is a good keyword to add to this project). Save to a new Category called IM Players.
Add a Bookmark to the Current Project
13. Let’s go back to Google and do more research.

Tap the tab for the Google Search, and Right-click to open the page Howstuffworks "How Instant Messaging Works" in a new Window. See the Keywords ? That’s the keyword icon. It changed from Red to Green because Cartagio detected one or more project keywords on this page.

Web Search

14. Place the mouse over the Keywords to see what it found:


15. Tap the Keywords to view, and to work with, the keywords. You can scroll down the list, and whenever you select or hover over a keyword, the number of times it found the keyword are displayed.

16. Try using the Yellow Arrows to highlight the keyword Instant Messaging, and jump to each instance of this keyword on this page.

Find Words/Keywords
17. Let’s send the LinkGopher hunting for more examples of our project keywords. Use the Green Arrow to set Link Gopher in Motion.
Find Words/Keywords

18. LinkGopher runs in the background and will find keywords on linked pages, up to 4 levels deep. Hovering over any linked page reports a wealth of useful information:

Note: these links are “hot” and can be clicked to go to that page.

The first page we navigated to looks to be the best one: lots of keyword hits, and Cartagio has assigned a relevance rating of 72%.


19. Stop LinkGopher by tapping the red hand, and close The Keyword dialog box. Let’s bookmark this very useful page to a new Category called Resources. Leave the Relevance “Unknown” to accept Cartagio’s default score of 72%

Note: we have found some new keywords here that can be added to our Project for later use.

Edit Bookmark for Current Project

20. Let’s add “chat room” and “SMS” as project keywords. Click anywhere on the words “Work Project” in the upper right, then add these words to the list. Click “OK” when done.

21. Next, we’ll add some of our own comments to this page. There are a number of ways to do that. First, let’s just add a few words to the end of the existing comments pulled through from the metadata. Just click at the end of the existing text, and start typing your own:


22. Then, click the (+) to add a new comment. A fresh window appears, making room for a new comment to be typed:


23. Next, click the (+), but this time we’ll click and drag some text into the Comments window. The text below came from the middle of this page. Then, click the yellow triangle next to Comments to expand the window and view all the text.

Note: there are similar triangles all over Cartagio – experiment with them as time permits).


24. Next, we’ll take a Snippet of this page and save it to the project. Select the Table of Contents text from this page as below, and drag it to the Snippets icon, Snippets. Drop it into the existing Category called Resources:

Note: You’ll see a copyright warning if you excerpt more than 10% of the document. You can change Snippets options from the View Menu, Snippets Options, to prompt for annotation, and to allow graphics to be saved with Snippets (the defaults are set opposite, to save space).


25. Now, let’s click on the Table of Contents to open one more page and do something with it. On the next page, right-click again, but instead of bookmarking, select Project from the top menu, andd choose “Save Page as a Project Resource.”

26. Type a Description, and add this page to a new Category called Background.

Note: You can password-protect the document as desired, but be sure to remember the password!


At this point, we have used all of the tools needed to accumulate data for our Instant Messaging research project.

We have:

  • Defined our research goals by assigning keywords
  • Searched the Web for relevant subject matter
  • Investigated several pages, and bookmarked them for later
  • Annotated pages, so others can follow the research trail
  • Mined the metadata for new keywords to enhance our search
  • Sent LinkGopher looking for keywords on related pages
  • Converted dynamic web data into permanent resources
  • Organized relevant pages and other resources into categories

The next steps are to study the data, draw some conclusions, and then share our findings. We’ll do that in the next chapter.

In the meantime, keep on fleshing out your research project with more Web searches, bookmarks, page comments, LinkGophering, Snippets, and Project Resources. In the next chapter, we’ll work with our data in Project Organizer, sort out the most relevant bookmarks into a Project Tour, and share our conclusions in the Project Document.

Happy Trails!

<<= Return to Tutorial Index | Chapter #3: Refining Your First Project =>>