About Concierge

Concierge is a bookmark assistant for Safari, Apple Computer's web browser. Concierge is merely an assistant -- it is not meant to completely replace Safari's bookmark management scheme. Instead, Concierge acts more like an easily-accessible bookmark scratchpad. Web bookmarks, email links, Address Book cards, and Finder file/folder links are stored and managed in a drawer attached to either side of Safari's browser window. Safari's bookmarks and history items are also accessible in Concierge's drawer, with on-the-fly searching available to quickly find those buried links.

One of Concierge's (potentially) more appealing features is the ability to "focus" the Scratchpad bookmark list to the web site that is currently being viewed. This means that only the links relevant to the current web site appear, leaving the remainder temporarily out of sight. Since this may not work for everyone, a Preferences window allows you modify Concierge's behavior.

Concierge is shareware. Unregistered copies are fully-featured but with three limitations:

  1. Concierge bookmarks are not saved between Safari sessions.
  2. The number of Safari bookmarks that appear in the Bookmarks drawer tab and Smart Folders are limited.
  3. Only those history items from the current day are displayed.
You may download the latest version of Concierge and purchase a registration license at http://www.bti.net/concierge/.


System Requirements

Concierge requires Mac OS X 10.3 or later and Safari 1.2 or later.


Installing Concierge

Concierge ships as a standard Apple package. That means you can just double-click the package icon and follow the familiar prompts to perform the installation. If Safari is running, quit and restart it to allow Concierge to take affect.

Concierge comes in two parts. The first is called "ConciergeLoader" and is a tiny Input Manager module that is installed into the /Library/InputManagers/ system directory. The second is Concierge itself, and it lives in /Library/Concierge/ (this directory is created during the installation process).

Note: We have had reports from several people that they have not been able to install the latest version of Concierge. The Installer is failing with a message that resembles the following:

"You cannot install your software on this volume. (null)"
This problem has been confirmed to be related to saved installation packages ("receipts") that Apple's Installer retains. If you run into this issue, please delete the file named "Install Concierge.pkg" located in this folder path:

Library
   Receipts
      Install Concierge.pkg

Note that this is the top-level Library folder -- not the one located in your home directory. You can see this Library folder by using the Command-Shift-C shortcut from with the Finder (or the Go->Computer menu item) and opening your boot volume from within the resulting window.

This problem seems to be confined to people who have previously installed Concierge version 1.3.2 or earlier, then attempted to upgrade to version 1.3.3 or later. Further, it may occur only under OS X 10.3 (Panther).


Uninstalling

Apple's standard installation process is very nice, but it doesn't support the removal of installed packages. Rather than have you digging through system directories, we've included an AppleScript application that does all the heavy lifting. Simply double-click on the "Uninstall Concierge" application to remove Concierge. The application moves all Concierge items -- including any saved bookmark files -- to the Trash for later disposal. You will have to quit and restart Safari in order to see the changes.

If the uninstaller script does not function correctly for whatever reason, you can manually uninstall Concierge using this instructions:

  1. Open your toplevel Library folder. You can see this folder by using the Go->Computer menu item in the Finder (or pressing Command-Shift-C), then opening your boot volume.
  2. Throw the folder named "Concierge" into the Trash.
  3. Open the folder named "InputManagers". If there is only one item named "ConciergeLoader" then you can trash the entire InputManagers folder. Otherwise, trash only the ConciergeLoader item.
  4. Logout and back in.
  5. Empty the Trash.

A note about Input Managers in general: Mac OS X loads every input manager for every application that starts up. Concierge is loaded by ConciergeLoader and is therefore activated only when Safari is running, but that does not prevent OS X from performing that first load. This means if you launch both Safari and Apple's Mail program (for instance) after Concierge is installed, OS X will believe that both applications are using Concierge. This becomes a factor when you try to delete Concierge (or rather, ConciergeLoader): If any other application has loaded Concierge -- Mail, in this example -- and the application is still running, OS X won't let you empty the Trash because it believes that Concierge is "in use." To remedy the situation you can either quit all running applications, log out of the Finder, or restart your system. Afterwards, you will be able to empty the Trash to permanently delete the Concierge files.

Running "Uninstall Concierge" will immediately stop other applications from loading Concierge, even if you are unable to empty the Trash.


Overview

Concierge is visible as a single drawer attached to either the left or right side of a Safari browser window. The drawer contains three tab views, each showing a different list of available bookmarks and other links.

Concierge's Scratchpad can handle several different kinds of links:

Each Safari window gets its own Concierge drawer, but the drawers all share their links. Items added in one drawer will appear in other drawers, for example.

Links find their way into the Scratchpad via normal drag-and-drop gestures. Note items, email links and subfolders can be created via Concierge's menu (installed in Safari's menu bar), with the buttons at the top of the drawer, or with a contextual menu that appears in the drawer itself. Notes can also be created by dragging and dropping text into Scratchpad. Items placed in the Scratchpad can be edited and deleted, again via one of the menus or buttons. Double-clicking an item "opens" it in whatever context is appropriate.

The popup menu in the Scratchpad contains a list of all the sites that Concierge has stored links for. Only those sites that have links will be in the list. (For those of you who think in hierarchies: Concierge groups links according to web site domains, and the domains are the topmost level in the hierarchy. Links stored "for" a web site are always children, or children-of-children, of a topmost element. The popup menu simply contains a list of the topmost elements, as well as catch-all item -- "Sites" -- that forces the bookmark view to show everything in the hierarchy.) If Concierge is focused on a site, that site's name will appear in the popup and only the links associated with that site will appear in the bookmark view. You can, of course, change the display by selecting another site from the popup menu.

Within each site folder, Concierge optionally creates two "Smart Folders" named Related Bookmarks and Related History. The contents of these folders are not changeable. They are populated by searching your Safari bookmarks and history links as well as your Address Book with the site name -- the name appearing in the popup menu -- and inserting the matching links. The icons for the Smart Folders will change according to whether they have anything listed within them: Green indicates that the folder is empty, orange indicates that there is at least one enclosed item. A preference option controls whether the Smart Folders are created or not.

The bookmark tab view shows all of the bookmarks you've saved in Safari, with the same folder layout you created. Bookmarks from both the Bookmark menu as well as the Bookmark are available, each in a separate top-level folder. The bookmarks can be searched using the search field at the top of the view, and the search field retains your last 20 searches (available through the popup menu within the search field). Both the bookmark's description and URL are searched.

Your surfing history is available in the history tab. Concierge allows you to change the way the links are grouped within the display. There are five possibilities:

You can choose which history grouping style to use in the Preferences window. Like the bookmark tab view, the history view also sports a search field that operates the same way.


The Concierge Menu

Concierge installs a menu named -- logically enough -- "Concierge" into Safari's menu bar. Here's an example of what it looks like:



Most of the items here are self-explanatory and it would be terribly boring to everyone involved if we went over them. There are a few, however, that bear a brief explanation.

Open Item in New Tab This option is available only when all the selected items are URL bookmarks. If you have any other kind of item in a Concierge view selected, this menu option will be disabled.

Send Email This menu option allows you to select multiple email links or Address Book items and send a single email message to all of the recipients represented by the selected items. All of the recipients for all of the selected items are gathered together, with duplicates removed, and if at least one email link is in the selection then the subject line of the email is populated as well. This menu item is available only when the selection in the Scratchpad contains only email links or Address Book items.

Show Site List for (some web site) Concierge tracks both the current web site as well as the previous one in the Scratchpad. This command changes the popup menu and bookmark list to the previous site. Selecting the option again changes everything back again.

Bookmark Current Site Convenient shortcut for bookmarking the current site in Concierge's Scratchpad. The bookmark will be the last item in the list, with the browser's window title as the name.

Focus on (some web site) Selecting this option causes Concierge to display only those links saved in the Scratchpad for current web site (bti.net in this example). There is more on focusing later in this document.


Adding items to the Scratchpad

All items except for new subfolders can be added to the Scratchpad by dragging and dropping them into the Scratchpad view. If the Scratchpad isn't visible, you can touch the Scratchpad tab at the top of the drawer during the drag to switch to that tab. If the right site isn't showing within the Scratchpad, you can touch the popup menu to cause the entire hierarchy of links to display.


Creating a new Note item in the Scratchpad


To add a note, select the "New Note..." item from the Concierge menu in the menu bar. You may also right-click (or control-click) the bookmark view to obtain the same menu contextually, then select "New Note..." from there. You'll see a window that looks the image on the right.


You can also drag text from any application into the Scratchpad to create a new note. The first 30 characters of the text automatically becomes the note's title.


Creating a Subfolder in the Scratchpad


You can create subfolders the in the Scratchpad to aid in categorizing your links. To create a new subfolder, choose "New Subfolder" from the Concierge menu in the menu bar. You may also right-click (or control-click) the bookmark view to obtain the same menu contextually, then select "New Note..." from there. You'll see a window that looks like the image on the right.


Creating an Email Link in the Scratchpad


The easiest way to add a simple email link is to drag it into a Concierge drawer from somewhere else. However, because it may not always be possible to do that, we've provided a way to create an email link manually. Choose "New Email Link" from the Concierge menu in the menu bar or right-click (or control-click) the bookmark view to obtain the same menu contextually, then select "New Email Link..." from there. You'll see a window that looks like the picture on the right.


Editing a Bookmark in the Scratchpad


Select the bookmark you'd like to edit, then choose "Edit Item..." from either the main Concierge menu or the contextual menu to bring up an editing window. You may also press the Return or Enter key to initiate the editing process. The window that appears will look something like the thing on the right.

Note that you can edit only ScratchPad bookmarks. You'll have to use Safari's normal bookmark management features to edit Safari's bookmarks.


Editing a File Link in the Scratchpad


Select the file link you'd like to edit, then choose "Edit Item..." from either the main Concierge menu or the contextual menu to bring up an editing window. You may also press the Return or Enter key to initiate the editing process. The window that appears will look something like the window shown to the right.


Editing other items in the Scratchpad

All other Scratchpad items (notes, subfolders, email links, and Address Book cards) can be modified by choosing the "Edit..." menu item from either the main Concierge menu, the contextual menu, or by pressing the Return key while the item is selected. Address Book cards will appear within the Address Book application, with editing mode already enable. For all other types of items, a window will appear with the item's information; simply modify what's there and click the OK button to save it.


Opening/Resolving items in the Scratchpad

Resolving an item merely means accessing whatever the item represents. Concierge attempts to Do The Right Thing with its items. By either double-clicking an item or selecting it and then pressing Command-Down-Arrow, Concierge will resolve the item according to its type:


Working with the Bookmarks View

To view the bookmarks that Safari is saving for you, simply click the "Bookmarks" tab in the drawer. The initial list includes only two folders:

  1. BookmarksBar These items correspond to the bookmarks stored in the "Bookmarks Bar" item, visible when you select the "Show All Bookmarks" menu item within Safari. The toplevel items can appear directly under the location field if if you have Safari's preference set right.

  2. BookmarksMenu Bookmarks within this folder correspond to those found in Safari's Bookmarks menu, or in the "Bookmarks Menu" item in the "Show All Bookmarks" area.
This view of Safari's bookmarks works just like the Scratchpad, with one exception: You cannot change anything. It's a read-only version of the bookmark list, in other words. You can open/resolve bookmarks, drag them out of the drawer, etc.. but you cannot modify them, rearrange them, or add new bookmarks. To do any of this, use Safari's built-in bookmark management features. Changes in Safari will appear very shortly in Concierge's bookmarks view.

The one slick feature that Concierge has is the ability to quickly search for words or parts of words within your bookmark list. Simply click within the search field and begin typing. The list of bookmarks is automatically adjusted as you type. Both the descriptions and URLs for bookmarks are searched during this process. To clear the search, simply click the tiny 'x' icon in the search field.


Working with the History View

To view your surfing history that Safari is saving for you, simply click the "History" tab in the drawer.

This view acts much like the Bookmarks view in that you cannot modify items there, but you are able to open/resolve bookmarks, drag them out of the drawer, etc.. Like the Bookmarks view, the list is automatically updated as you surf in Safari. Also like the Bookmarks view, you can easily search for links by using the search field at the top of the drawer.

The big difference between the History and Bookmark views is that the history items can be grouped and subgrouped via the Preference window. See the Preference section titled History Items Grouping for a description of each possibility.


Preferences


Concierge's preferences are fairly minimal. What you see in the image to the right are the default settings.


Focusing?

One of the problems with having a lot of bookmarks is wading through them all to find the one you want. Safari offers excellent bookmark categorizing and selecting features, but those features still rely on you to manually categorize the links and then sift through them without a whole lot of help.

"Focusing" is a method where a group of bookmarks (or other links) can be displayed while making links outside the group temporarily inaccessible. You see only the relevant links.

Concierge focuses its Scratchpad based on web sites' host names. While Safari's subfolder and Bookmark Bar features allow you to create completely arbitrary groupings of links, Concierge provides an automatic group: The web pages coming from approximately the same network location.

The "site" that Concierge works with is based on the host name of the web site, which is part of the URL of the current page being displayed in Safari. If the full URL is "http://www.bti.net/contact.html" then host name part of that is "www.bti.net". That identifies a particular system within the bti.net domain. Concierge takes the host name and drops the first component: "www" in this example. The "site" that then becomes the name of bookmark group is then "bti.net". If you later visited "beta.bti.net" then that would be considered part of the bti.net group.

(Technical note: We've avoided using the word "domain" because Concierge does not truly work with a host's domain. The site name is derived by simply removing the first part of a hostname that contains more than two elements. www.bti.net becomes bti.net, and www.fubar.bti.net becomes fubar.bti.net. Hostnames with only two elements in them are not modified, nor are hosts referred to by IP address.)

If you check the "Automatically focus list on current site" option in the Preferences window, Concierge watches the site that is currently being displayed by Safari. The popup menu and bookmark view will automatically change to reflect that site. This is very useful if you habitually surf certain sites and want to bookmark certain pages within them, or if you're a web designer and want to easily reference related links for a current project. (The latter was actually the idea the spawned Concierge, but don't tell anyone.)

If you don't have that Preference item checked, you can manually ask Concierge to focus on the current site by selecting the "Focus on..." menu item. This saves you the trouble of finding the site subfolder in the hierarchy or the popup menu.


Feedback!

We'd love to hear from you! No, really! Feedback of any kind is always welcome. Let us know if you find a bug, have a feature request, really like the product and use it every day, or really hate the product and no longer have it installed. Everything should go to concierge@bti.net. Real people read the incoming mail, we promise. After it gets through the spam filter, of course.


Borrowed Time, Inc.
PO Box 202785
Austin, TX 78720-2785
http://www.bti.net