On this page:
  • Capturing my sketchnotes with Camtasia Studio Pro; organizing the digital workflow
  • Paper, Tablet, and Tablet PC: Comparing tools for sketchnoting

Capturing my sketchnotes with Camtasia Studio Pro; organizing the digital workflow

People often want to sit beside me to see how I’m drawing my sketchnotes, so I thought I’d record one session and put together a short video. Here’s how I drew yesterday’s sketchnote. In this video, I zoomed in so that you’re not distracted by all the other controls I have open. =)

Most of the sketchnote artists I know work on paper – sketchbooks, large sheets of paper, whatever. A few use iPads or Android tablets. Few people use tablet PCs, possibly because most designers like using Macs and Apple’s not keen on the tablet PC / stylus combination. I love how I can use my Lenovo X220 Tablet PC to sketchnote, and I want to share what I’ve been learning along the way.

Working on the computer, it’s easy to:

  • colour-match logos
  • paste in pictures and templates
  • draw over a light grid for alignment and spacing
  • move things around, erase things, resize things
  • draw without worrying about blurring or smudging
  • export to different resolutions
  • publish immediately after an event, which is great for following up and for catching the wave of interest on Twitter and blogs
  • capture my sketchnoting process and turn it into a speed-drawing video

I use Autodesk Sketchbook Pro. If I want to record my sketches while I’m doing them, I turn on Camtasia Studio as well. I used to use ArtRage for drawing and animation, and I’ve produced 1-minute animated sketchnotes using that, but it’s not as responsive and pen-friendly as Autodesk Sketchbook Pro is.

Working on a tablet PC is so different from working on paper or on a digitizing tablet like those small Wacom ones. On paper, you can use your peripheral vision to keep the big picture in mind as you’re working on some detail. With digital sketchnoting, I zoom in so that I can draw legible letters, so I don’t have that sense of space – but I can work at various zoom levels using very similar motions, so I can be more consistent. The ability to sketchnote an event in person without needing a special table or access to a power outlet allows me to put the spotlight on all sorts of events, while a digital workflow lets me publish things right away and spread the ideas even further.

Some organizational tips if you’re heading down this path as well:

Invest the time in developing your templates. I’ve been experimenting with different aspect ratios. Lately, I’ve been using a 7.5”x10” template at 300dpi, which means that I can print my sketchnotes on letter-sized paper, and they still look decent at 11×17”. I also have templates for a square grid and for credits so that I don’t spend time lining up my name, Twitter handle, and URL just so.

Save the colours and your favourite brushes to your palette. Make it easy to switch between colours by adding them to your palette. Experiment with the right brush widths too, and save those.

Pay attention to how you name your files and save your images. Exporting files with descriptive names saves me lots of time when it comes to filing and searching them afterwards. I sketchnoted more than a hundred 1-hour talks last year, and I often find myself using Evernote to dig up a specific sketch.

Lots of people tell me they’d love to learn how to do things like this. I want to help people improve their visual communication skills. What kinds of questions do you need answered? What would help you get started?

Paper, Tablet, and Tablet PC: Comparing tools for sketchnoting

Update 2014-02-22: Updated to reflect current ScanSnap workflow and link to resources for sketchnoting with Autodesk Sketchbook Pro.

tl;dr summary: I use Autodesk Sketchbook Pro on a Lenovo X220 tablet PC running Windows 8 to do my sketchnotes. I also scan in sketches that I do on paper.

Here’s a quick comparison of how and what I draw on paper, tablet, and my Lenovo X220 tablet PC, and what works out better when.

Paper

Lightweight, large-scale, and no worries about battery life or device drivers – hard to argue with paper’s advantages. I don’t have to worry about digitization errors when I’m writing small text, and I don’t have to swipe or scroll in order to see the rest of my drawing. I can see everything in context.

On paper, though, I can’t erase ink or move images around as quickly as I can on the tablet or tablet PC. Since I don’t have layers, I can’t change my mind about colours. I often end up smearing ink, too. I have a hard time finding pens that will give me a consistent fine line.

Scanning introduces several additional steps. I’ve had the best experience with 8.5×11” loose sheets of paper in a stiff folder (or on top of another firm surface), because they’re easy to draw on and scan. I carefully tear the pages out so that I can pass them through my ScanSnap sheet-fed scanner.

Ballpoint pens are too rough and uneven. I prefer 0.4mm technical pens or gel pens like the Pilot Hi-Tec C4. I’d love to find a super-fine inexpensive fountain pen. For colour, the markers I have are a bit dark. Coloured technical pens are fun. Highlighting can be iffy, so I usually do that on the computer instead.

With gel pens

2014-02-09 How do I want to manage my learn-share pipeline

2014-02-09 How do I want to manage my learn-share pipeline

With coloured markers

http://sachachua.com/blog/p/23368

With a ballpoint pen

http://sachachua.com/blog/p/23429

Tablet PC (Lenovo X220 tablet)

I like drawing on my tablet screen with a stylus. It’s quick, it’s responsive, and it lets me erase, colour, or move things until I’m happy with how the drawing looks. I can work with as many layers as I want, and I can hide or reorder them easily. I can add background grids or reference images, then make them disappear when I’m ready to publish. Posting the sketchnotes to my blog is easy, too. I export the files to my Dropbox folders, then I use Windows Live Writer to put the blog post together.

Zooming takes a little more work than on my tablet because I have to use the little widget to zoom. I spend most of my time zoomed in about halfway, which gives me some context, but still not as much context as I get on paper. I don’t have to zoom in as much as I do on my tablet, because I have more control on the tablet PC when it comes to drawing small text. Erasing is much easier than on the tablet PC, too – I simply flip the stylus around and use the eraser end. Scrolling is okay if I remember to use the right-click panning motion, but I often forget and use the widget as well. Scrolling takes more clicks, too. It imposes a little friction in terms of working with an entire page.

Minor quirks: The digitizer misbehaves near the edges, so I have to avoid them.

I draw most of my tablet PC sketchnotes with the desktop version of Autodesk Sketchbook Pro. It has the best pen-friendly interface of all the drawing programs I’ve tried, although Artrage Studio Pro is pretty cool too.

Autodesk Sketchbook Pro

I used to use Microsoft OneNote 2010 for drawing sketchnotes, but after several annoying incidents where it messed up my drawing by moving brushstrokes around, I gave up on it. Also, the infinitely scrolling page was great for input but not so much for output – hard to include in blog posts or print out in a coherent way.

See these resources for sketchnoting with Autodesk Sketchnote Pro

Microsoft OneNote 2010

http://sachachua.com/blog/p/21883

Next steps

I’m working on getting better at drawing sketchnotes by:

  • reviewing sketchnotearmy.com and other sites for inspiration, and practising the techniques I like
  • drawing notes for the meetups that I go to and some of the books I want to remember
  • sketching my plans and ideas
  • building a collection of grids and templates
  • experimenting with more colours, lettering styles, and layouts

Hope these notes are useful, and that you’ll also have fun drawing!

Tablet (Asus Infinity TF700, Autodesk Sketchbook Pro for Android)
In terms of portability, the tablet is a good compromise between paper and the tablet PC. It’s lighter and has more battery life than my tablet PC, while still giving me the digital advantages of drawing in pixels. The TF700 has more screen resolution than my laptop, even, and it’s handy for reviewing and searching my sketchnotes using Evernote as well as drawing them with Autodesk Sketchbook Pro.

I’ve tried several drawing apps, but only Autodesk Sketchbook Pro seems up to the challenge of handling several layers on a high-resolution display. Even with that, though, I think I can only add five layers before things get wonky. I’ve mysteriously lost parts of drawings because of partial autosave recoveries, which is a pain, and the app doesn’t have a Lasso tool for moving parts of a layer around. I really should invest some time into making custom grids that exactly fit my resolution, too. Certainly more innovation needed in this area.

The Nomad Brush stylus seems to make my drawing applications lag quite a bit, so I’ve found myself doing most of my drawing with my finger. It’s easier to do other gestures as well, such as swiping to scroll or pinching to zoom in. Drawing on the tablet is more tiring than drawing on my tablet PC because I have to make sure my palm doesn’t touch the device and because I’m using an imprecise pointer with more friction, but it’s okay for an hour or so of recording. I spend much of my drawing time zoomed in so that I can draw text, so I don’t have the whole-drawing context that I get with paper. It’s much easier to zoom and pan with the tablet than with the tablet PC, though. Not having a lasso or cropping tool, I sometimes end up with too little or too much whitespace. I could edit the images on my laptop afterwards, but I rarely get around to it.

I’m still getting the hang of the workflow. Twitpic appears to be the best way to post sketchnotes to Twitter because it will keep the full-resolution image. I’ve set up Postie for WordPress so that I can e-mail the PNG to my blog and have it posted as a thumbnail that links to the full-resolution image, although I haven’t fully automated it yet. I still prefer Windows Live Writer on the tablet PC for writing blog posts that combine images, text, and links, but Postie will do in a pinch. Evernote is fantastic for searching and looking up sketchnotes. It doesn’t have a slideshow view, though, so I also save the files in Dropbox and use either Perfect Viewer or Gallery to flip through my sketches in quick succession.

I take my tablet instead of my tablet PC to meetups now. The tablet is easier to slip into my bike bag, and I can use it to support conversation. The tablet PC is heftier and much harder to use while mingling.

Autodesk Sketchbook Pro for Android

http://sachachua.com/blog/p/23594

I think my handwriting’s a little looser and coarser on the Android. Less control, less familiarity… Still, it’s legible, and that’s mainly what I’m going for.

Thanks to Noorul for the nudge to write about this.