Web Critic - Missiontrek's Cartagio: The Next Generation
By Kathy Biehl, Published on September 2, 2002
The basic structure of a browser has been with us long enough that it's
become part of the metaphoric woodwork of the Internet. We're so used to
it that we generally use it non-mindfully -- I was going to say
mindlessly, but that carries connotations that might not always apply, except
in the absence of rest, calm or coffee -- without paying much attention to
how it works and how else it might. If you're like me, when you do think
about its workings, it's probably to wish that it could perform a given
task more simply or easily, but probably not to dream of its doing
something that a browser has never done before.
Cartagio, which was launched in March by the software development company
Missiontrek, might shake up your
thinking. A "next generation browser," in Missiontrek's words, Cartagio
augments the usual bag of browser tricks with a host of built-in search
engines and search short cuts, time and usage tracking and analysis,
e-mail and -- most importantly -- the ability to store, organize,
retrieve, share, track, comment and collaborate on project-based research
and allow an authorized user to tour designated resources or follow the
project research step by step.
Cartagio fits so many functions into one window by changing the display in
the area of the screen that contains the button bar in other Windows
programs. What appears in that area depends on whether you are running
searches or working in other areas. (The top grey menu bar, which is a
constant, follows the familiar Windows design with a few changes in
terminology -- Project instead of File -- and icons for searching the Web,
accessing saved URLs, and setting up and managing e-mail and news.)
Describing Cartagio presents a bit of the chicken and the egg riddle;
every potential starting place would benefit from some understanding of
another piece of the puzzle. I'll begin with the fact that Cartagio is its
own separate and intact browser, which operates independently from
whichever program you may have installed on your system. (It will allow
access to Internet Explorer favorites and Netscape bookmarks, if you
import them.) After you open the program and enter your user name and
password, a wizard prompts you to open existing work or create a new
project.
Everything in Cartagio grows out of the creation of a project, which has
the scope of your choice (one specific research question, perhaps, or an
entire client matter). The project properties may include billing
references (Cartagio has a built-in timer and the capability of generating
research billing reports), as well as passwords and access rights for
other users.
The properties also contain a library of keywords to be used in searches
related to the project. The library is one of Cartagio's strengths. The
keywords you enter into it appear automatically in the query box when you
click the round button with a K, to the right of the box. The program will
also use the keywords to assign relevance to search results. The keywords
can be edited and expanded as your research progresses.
When you open a project, the first page that loads is the Project
Document, which works as a virtual cover sheet. It may contain whatever
introductory or explanatory material you like, including links to project
content and e-mail addresses, instructions and your logo. Another
communication center is the Project Organizer, which holds a logbook into
which all authorized users may record notes. (The organizer also umbrellas
the project's navigational history, usage statistics and content, as well
as saved chat transcripts and categorized bookmarks and summaries of
project resources.)
What about research? Pressing the WebSearch icon on the menu bar pulls up
a query box and tabs for selecting from six categories of search engines.
(This appears in the center of what would otherwise be the button bar and
replaces graphs that measure current session and project-to-date
statistics.) Within each category, you must choose a specific engine from
a pull-down menu. Apart from the general metasearches Dogpile, Gimenei and
Kartoo, Cartagio does not offer the ability to run a search through
multiple sources simultaneously (a lack that is offset, in part, by the
keyword library). Some of the choices are the expected (Google, Findlaw),
some are pleasant surprises (the USPTO, Google newsgroups, Catalysts
listservs, and the global weather source Wunderground), and some are head-scratchers
(ancestry surnames and Biography InfoPlease, in the same category as
FindLaw).
Cartagio offer multiple options for handling search results. One option
has time-saving potential that borders on the awesome: When a document
contains links to other pages, the LinkGopher feature searches all the
linked pages for keywords. When a page contains metadata, a question mark
icon appears and displays the data when you run the cursor over it. The
Site Miner compiles a list of URLs visited and flashes when you open one.
A Bookmark saves an open URL, while a Snippet captures text and/or
graphics in their then current form. The camera icon makes screen captures
of the currently open URLs; each project has the capacity for five. It's
also possible to add comments and annotations to an excerpt from a
resource (which could be an uploaded Word or PDF file) and to run a search
through all of a project's bookmarks, resources (again, including uploaded
files) and snippets.
All of these capabilities may also be applied to any URL you visit or
document you view, whether you retrieved it from a search or not. (As with
any browser, Cartagio will load a page when you type in the URL or file
location.) There is no impediment, then, to coordinating Cartagio with use
of a Web-based subscription service, such as Lexis or Westlaw. If you log
in to and navigate through the service in the Cartagio browser, all of
Cartagio's features are available for any page you reach. In other words,
you could take a snippet of or comment on legislation or a case you pull
up in a fee-based service and save your work in a Cartagio project.
Whether you save or excerpt a resource, Cartagio logs it in the project's
navigational history. (One self-evident way to access this information is
via an icon of footprints.) Anyone with project access may view either the
entire navigational history or a specified user's trail. You may also
organize your research into a tour, which presents your choice of pages,
snippets and other resources in the order that you designate. The
navigational history and tour features make it possible for someone to
step into an existing project at any point and quickly get up to speed.
This ability would come in handy in any number of scenarios. If you're out
of the office or otherwise occupied, for example, another researcher could
keep things moving without duplicating your work. The TrailTracker
feature, too, could also be useful for proving the thoroughness of your
research to your supervisor or, worst case scenario, malpractice insurance
claims adjuster.
Sound complicated? It could be, but the program design suggests a
deliberate, consistent effort to keep its features within the grasp of
most computer users. Given the breadth of its capabilities, Cartagio is
surprisingly logical, straightforward and, dare I say, easy to use. Its
language choices are clear, colloquial and conversational, in both the
terminology and tone of voice in Help files and the tutorials. The steps
in each function make sense. Hints are embedded throughout the screen; run
the cursor over any item in the top bars and an explanation and usage tip
appear in the status bar at the bottom.
Assistance is also available at the Cartagio site. The FAQ addresses only
installation and set-up issues, but the Tips section teems with helpful,
concise pointers covering the spectrum of features, though in no
discernible order. For other questions the site offers seven
question-and-answer forums, which have had very little traffic to date.
One touch that other vendors would do well to emulate is a problem report
form, which may be submitted online.
Even with the user-friendly design and support system, the program does
require some careful attention, especially at the outset. In recognition
of this, when you first launch Cartagio it offers the option of opening a
welcoming tour that operates as a sort of orientation. I encourage you to
take the time to walk through it, and also to try out the tutorials.
(They're short and target a low common denominator -- the sample research
project involves instant messaging programs.) Even so, expect to refer
back to them a time or two. This is not a program to dive in and try by
the seat of your pants.
My quibbles with Cartagio are few, and minor at that. One could be solved
by a quick editing job -- the welcoming tour page, called the QuickStart
Tutorial, is missing almost all the possessive apostrophes. Also, the way
Cartagio handles pop-up windows is startling, at first, and actually
manages to make them more annoying than they otherwise are. After the
target URL loads, the pop-up window will commandeer the viewer, rather
than appearing over what you expect to be the active window. When this
happens (which it will, if you try out Wunderground), close the tab for
the pop-up window, which appears just above the bottom status bar, then
press the tab for the window you want to view.
Cartagio comes in three versions. The full-scale version, Cartagio
Enterprise, supports multi-user access, remote connection and
administration, and real-time collaboration. The price depends on the
number of users and whether the licensee uses its own server or Cartagio's.
Cartagio Enterprise has an optional companion application, Cartagio
Collaboration Centrale (CCC), which is a means of making Cartagio-authored
documents available to non-Cartagio users. CCC publishes Cartagio-authored
documents on a secured Web site, where any person with an authorization
code may view them in any browser.
Cartagio Pro, at $175 per user, has no administrative features and
requires installation of Cartagio Server software for time-keeping, remote
access and remote access. The simplest version, Cartagio Home, at $55 per
user, is geared to the solo practitioner. It supplies all the
project-based research features but does not offer time-keeping, document
editing, project statistics and the ability granting access rights to
others. Free trial versions of all three may be downloaded from the
Cartagio site.
Missiontrek has introduced another product that is outside the scope of
this review but merits a brief mention. Research Agent tracks and audits
browsing activity, to identify who is visiting what sites and how much
time they're spending at each. If you're interested in recovering more of
the cost of online research or obtaining usage data to evaluate whether to
renew specific subscription services, the application is worth a look.
ã Kathy Biehl 200
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