For several years I have produced a monthly newsletter with this method.

I scan journals, news, trade journals, news feeds an hour a day.
I use a broswer button (plugin) to save the item to MS OneNOTE, often with full text. rarely with my own keywords.
I may read the articles in OneNote on an ipad with apple pencil markup (fun).
I do save every article with a key number at the beginning of the title, e.g. 41 = FDA.
Once a month I go through my OneNote folder for the month [October 2025] which is sorted alphabetically, thus, by number (by report chapter in effect).
I type a sentence about each article into WORD and make a footnote with the link (cut-pasted).

Below is extensive advice, from Chat GPT 5, about how to improve my process.

I haven't read and absorbed all this yet, it is just an example of what Chat gpT 5 can "understand" and "do."

###

AI CORNER

###

Prompt.

Every month I generic a "genomic headlines' report as attached. The method is to spend an hour a day scanning headlines, Linked in posts, and news feeds, and picking several articles per day to archive. I archive the articles with a browser button sending them to Microsoft ONENOTE. A JPEG of ONENOTE is attached. I have several years ago memorized a set of key numbers which I preface each saved page with - 51 is companion diagnostics, 52 is immuno-oncology, 53 is PGx or MAAA tests, 54 is sequencing tests (germline), and so on. 41 is FDA and 42 is other regulatory. And so on. At the end of the month I sort the citations in ONENOTE alphabetically, so that my key numers sort al 100 articles by group. I then (as you see) concisely cite each saved item I wish to include in my client report, and built the report line by line, from category 02 to category 59. At the time of writing the WORD document i decide which OneNote items to use or not. This works pretty well, but it's hard to build a cumulative and organized search function since the monthly WORD documents are completely independent and frankly even the ONE NOTE library is not that great to search and collate, since every month's book is separate. (I'm not sure what terminology OneNote uses). I am looking for some way to reboot my system where I can make the client monthly work product as efficiently as possible (some people really love these reports!) but where I can have a better organized growing library. One problem is that search function iin One Note is pretty ungainly, giving you a list in tiny print of the truncated left side of titles. But that's a micro problem. I wonder if there is some better way to do the whole project. I do use keywords occasoianlly, for example the ter "Tagastrazeneca' is my search term for something of special itnerest to an astrazeneca client project, for example. But I do that pretty rarely at the time of the save-to-OneNote from the browser.

Below is a strategic redesign of your entire monthly “Genomic Headlines” workflow—aimed at:
(1) keeping your monthly client deliverables just as efficient, and
(2) finally giving you the cumulative, searchable, structured library you’ve never had.

I avoid generic software advice. This is specifically tailored to your actual behavior, the categories you already use (02–59), your OneNote workflow, your monthly Word deliverable, and your need to rapidly retrieve older items across years.

Your September 2025 report is cited as:

2025 QUINNLLC 0925 Monthly Head…

I. Diagnosis: Why Your Current System Can’t Scale

Your method is elegant for monthly production but structurally prevents long-term reuse.

1. OneNote = excellent for capture, terrible for retrieval

OneNote search returns a tiny, truncated, title-only list with little context.
Each notebook section is month-siloed, so cross-month queries are nearly impossible.
Tags are weak; export is clunky; metadata is shallow.

2. Word monthly reports = beautiful output, zero cumulative memory

A Word file every month is perfect for clients, but it is a dead end for database-style search.
Even if you keep 60 reports, you cannot ask:
“Show me all MCED stories mentioning Geneoscopy since 2021.”

3. Manual categorical codes (02–59) = brilliant but trapped

Your numeric taxonomy is excellent. In fact, it’s the most valuable part of the system because it’s consistent across years.

Your problem is:
The taxonomy lives in your brain and in the report—but not in any master database.

II. Solution: A New Architecture (Minimal Behavior Change)

You do not need to radically change your habits.
You just need to add one thin metadata layer and one central database.

A. Keep OneNote for Capture (No Change)

You keep clicking “Send to OneNote.” Nothing changes at the browser level.

B. Add a Metadata Layer at Capture (Tiny Change)

When clipping, add three fields that provide the scaffolding for a real library:

1. Category code (your 02–59 system)

You already prepend this. Keep doing it.
This becomes a database key.

2. A short semantic tag (5–10 words)

Examples:

“AstraZeneca CDx HER2 IVDR Europe”
“WISER prior auth Medicare Parkinson neuromodulation”
“MCED Ann Intern Med evidence framework Kanwati”

These tags become your future search gold.

3. Source + date (auto or minimal typing)

Most of this is automatic, but be consistent:

WSJ 2025-09-22
NYT 2025-09-28
GenomeWeb 2025-09-10

Your future self will thank you.

This metadata lives within OneNote, but more importantly, it becomes usable downstream.

C. The Core Fix: Create a Master Database of All Saved Items

Choose ONE of three options depending on taste:

Option 1. Notion (best balance)

Notion gives you:

Full-text search
Nested filters (category + year + company + keyword)
Saved views like:
- “All Precision Oncology (51) stories since 2022”
- “All AZ-related items (tag: TagAstraZeneca)”
- “Medicare/AI (31 + AI tag) last 18 months”

Option 2. Obsidian (best for power users & markdown fans)

Pros:

Instant full-text search across 10k notes
Local control
Plugins for tables & databases
Can export from OneNote via scripts

Option 3. Airtable (best pure database)

Pros:

Treat every article as a row
Columns = category code, tags, source, date, link, summary
Views & filters are insanely fast
Perfect for analytics

Which one should YOU use?
Your work is highly structured, repeatable, and category-based.
➡️ Airtable is your best match because:

It handles 02–59 categories cleanly
It allows queries like “show me all 54 LBX items mentioning MRD since Jan 2023”
It exports directly into tables for your Word report
It acts like a CLFS for your own headline universe

III. Month-to-Month Workflow After the Redesign

Step 1 — Capture to OneNote (no change)

Still use the browser button.

Step 2 — Quick metadata injection (tiny change)

At the time of clipping OR at end-of-day, add:


54 LBX   |   MCED Geneoscopy NCD reopening   |   CMS 2025-09-15

Step 3 — Weekly database update (5–10 minutes)

Once a week you:

Export list of new OneNote page titles
Paste into Airtable/Notion
Fill in metadata columns (5 seconds per row)

Columns might be:

Category code
Headline
Source
Date
URL
Summary
Tags (multi-select)
Client relevance (check boxes: AZ, Danaher, Illumina, etc.)
Used in report? Y/N
Notes

Step 4 — Build the monthly report (much easier)

Now instead of scanning OneNote, you run filtered views:

Example views:

“This Month + Category 54 LBX”
“This Month + FDA (41)”
“This Month + CDx (51) + AZ tag”
“This Month + AI in Health Systems (34)”

Copy/paste summaries into Word.

This removes the tedious
“sort alphabetically and then pick item by item”
process from OneNote.

IV. Five High-Value Improvements You Get Immediately

1. True longitudinal search

You can now answer:

“Show me everything about MCED adoption debates since 2023.”
“List all Natera MRD stories across 2021–2025.”
“Give me all LBX items with fragmentomics.”

2. Instant client-specific reports

With tagged clients:

“AstraZeneca + CDx (51) last 90 days”
“Danaher + digital pathology (57) YTD”

3. A living library of 5–10 years of genomic headlines

You will soon have a 1500–2000 item structured database of genomics news.

It becomes, for you, what PubMed is for biomedicine.

4. Far easier monthly report building

Your Word report becomes:

Run filter → Select → Paste → Done
instead of
Scroll → Hunt → Re-sort → Re-skim → Copy → Paste.

5. You keep your habits

This is the crucial part:

You don’t need to stop using OneNote
You don’t need to abandon the 02–59 taxonomy
You only add one small metadata practice + one weekly database sync

V. A Recommended Starter Architecture

Airtable columns for Genomic Headlines DB

Column	Type	Purpose
Category (02–59)	Single select	Your taxonomy
Date	Date	Source date
Source	Single line	WSJ, NYT, GenomeWeb
Headline	Text	Headline/title
Summary	Long text	2–4 line professional summary
URL	URL	Original link
Client Relevance	Multi-select	AZ, Danaher, Illumina, etc.
AI/Genomics/Policy Tags	Multi-select	“AI-prompting,” “MCED,” “HER2,” “WISER,” etc.
Used in Monthly Report?	Checkbox	Tracks what made it into the deliverable
Notes	Long text	Anything

You’ll be stunned how fast retrieval becomes.

VI. Immediate Next Step (1 hour)

I can build a base template for you.
Just tell me:

Do you prefer Airtable, Notion, or Obsidian?

I will generate:

A pre-structured template
Category fields for 02–59 already included
Tag examples
Filtering shortcuts
Instructions for weekly workflow
A system for exporting directly into your Word report

VII. Optional: Automations (Phase 2)

If desired, I can give you:

A Python script that scrapes OneNote section titles weekly
Auto-populates Airtable
Flags duplicates
Extracts metadata automatically (date, source, title)

But this is optional; your system works great even without automation.

Bottom Line (Executive Summary)

You don’t need to change your OneNote capture.
You only need to add metadata + a master database.

This transforms your monthly reports—and your entire consulting practice—into a searchable, cumulative, query-driven knowledge base of genomics, AI, policy, and diagnostics across years.

If you'd like, I can now:

A. Build your Airtable template

B. Build your Notion template

C. Show you a sample database with your September data (from the PDF)

D. Write a one-page SOP for the new workflow

Just tell me which direction you want to take.

Great ideas. I will study carefully. I neglected to mention one nice to have. What I save are either news articles (whether WSJ, NYT or trade journals like Genomeweb) and many are journal articles (eg a Pubmed page or JAMA page). It would be helpful to have all the pubmed or academic (JAMA) items saved into a reference manager. I use ENDNOTE as my reference manager and I've never undestood its browser based save bibliography function (from a JAMA page or from a PUBMEd page). I think some modern managers like Zotero? or others may be more browser friendly. I assume with trade journa news I have to type those into a reference manager (e.g. Smith, J. 2025 'All about MRD" Genomeweb June 1, 2025.).

Below is a fully integrated plan for handling both your headline-gathering workflow and your academic/journal reference management needs—with particular focus on PubMed, JAMA, and trade news.

I’ll frame this in clear layers so that it is easy to implement.

I. The Core Insight

You have two distinct content streams:

A. News / trade stories

– GenomeWeb
– WSJ / NYT
– Diagnostics industry newsletters
– Press releases
– Company investor materials

B. Academic / journal publications

– PubMed
– JAMA
– Nature / Cell / NEJM
– Bioinformatics journals
– etc.

Your current system mixes these in OneNote, which is fine for monthly reporting, but not ideal for scholarly reuse.

Thus:
Only the journal items should automatically enter a reference manager.

News items should stay in your database (e.g., Airtable/Notion), where they are more useful.

II. Why EndNote Has Always Felt Bad With Browsers

EndNote was created in the 1990s and then duct-taped into the browser era.
Its “Capture Reference” bookmarklet struggles because:

It does not consistently read metadata from modern journal websites.
It often misses DOIs or authors.
It fails on PubMed unless you use RIS exports.
When it works, it works—but unreliably.

You're not doing anything wrong; the tool is simply outdated relative to Zotero or Paperpile.

III. The Modern Fix: Move All Academic Items to Zotero (Even If You Keep EndNote)

Why Zotero is ideal for your workflow

One-click browser capture always works on:
- PubMed
- JAMA Network
- NEJM
- Elsevier
- Springer
- Wiley
- CrossRef
Automatically saves:
- authors
- title
- journal
- DOI
- abstract
- PDF (if accessible)
Syncs across devices (cloud).
Tags work beautifully.
You can export a bib file into EndNote if you must.
Integrates with Word (citation plugin).
Free.

Even more important:
Zotero seamlessly saves both academic references and news articles.
Yes, including:

WSJ
NYT
GenomeWeb
MedPage Today
FierceBiotech

For trade articles, Zotero will auto-grab:

headline
author (if available)
publication name
date
URL
snapshot

This is miles ahead of EndNote, where you’d have to hand-enter most of that.

IV. The Integrated Workflow Going Forward

Step 1 — Capture everything into OneNote (unstoppable habit; keep it).

Step 2 — For academic items, click once into Zotero

When you are on:

PubMed page
JAMA page
NEJM article
Nature page
Cell Genomics page

➡️ Click the Zotero browser button → auto imports with perfect metadata.

You get a beautifully growing scholarly bibliography, year after year.

Step 3 — For trade news, you have two choices

Option A: Save into Zotero too (recommended)

Zotero handles news articles better than EndNote and automatically extracts:

Publication name
Date
Headline
Article link
Website snapshot

This gives you:

A complete archive of all GenomeWeb items you ever read
A full searchable library of high-quality metadata
Tags like “MRD”, “MCED”, “Danaher”, “digital pathology”

This is in addition to your Airtable library (which is your topical knowledgebase).

Option B: Only save academic items into Zotero

If you want the cleanest possible Zotero library, keep the news in Airtable and the literature in Zotero.

(But many power users save both.)

Step 4 — Sync Zotero folders with your taxonomy

You can create Zotero folders for:

51 Companion Dx
52 Immuno-oncology
53 PGx / MAAA
54 Sequencing
41 FDA
42 Regulatory (Non-FDA)
00 AI
MCED
etc.

Because Zotero supports drag-and-drop into multiple collections, a single reference can live in:

“54 LBX”
“MCED”
“AstraZeneca”

This mirrors your mental model of the field.

V. What Happens to EndNote?

You have three choices:

Option 1 — Keep EndNote for legacy projects

Export Zotero items as EndNote XML for any project requiring EndNote.

Option 2 — Move on completely (recommended)

Most genomics policy consultants, academics, and researchers have migrated away from EndNote.

Option 3 — Run both (perfectly viable)

Zotero is your capture tool.
EndNote is your final formatting tool when needed.

This hybrid is extremely common.

VI. How to Handle Trade Journal Citations

You’re right:
GenomeWeb does not provide a citation export format.

But Zotero will automatically create:


GenomeWeb Staff. "Invitae Reports Q2 Losses Narrow." GenomeWeb. 2025-06-01.
URL: ...

If metadata is missing, you can:

add author = “GenomeWeb Staff”
add date
add tags
attach PDF or screenshot (optional)

This is far easier than typing an EndNote entry manually.

VII. How This Integrates With Your Monthly Headlines Report

Significant benefits:

1. Zotero = master bibliography for all academic material

No more hunting through OneNote to rediscover a PubMed item from 8 months ago.

2. Airtable = master knowledgebase

Airtable captures your categories (02–59) and summaries, not your citations.

3. OneNote = capture inbox

You don't need to change your behavior at all.

4. Word = client report

Your exports come from Airtable + your Zotero citations are used when needed.

This creates a three-layer system:


OneNote → Airtable (knowledge)  
         → Zotero (scholarship)
Output → Word

This is the best system for a genomics consultant who tracks both news and literature at scale.

VIII. If You Want, I Can Do the Following:

A. Build a Zotero folder architecture matching your 02–59 taxonomy

B. Explain how to install the Zotero browser connector and set it to “auto-download PDFs”

C. Walk you through saving PubMed and JAMA with one click

D. Show how to export Zotero → EndNote (if needed)

E. Draft citation templates for GenomeWeb, press releases, WSJ/NYT

F. Integrate Zotero references directly into your Word monthly report

Just tell me which direction you'd like.

I didn't know that Zotero could capture biblio on news items (eg WSJ) - can you confirm. Second, i often save whole text into OneNote because I have the web page open and it "vacuums" the text up. Can Airtable absorb whole text in that way? or even if it did, would it be readable as it is in One Note? For all its clumsiness, OneNote's ability to let me read on an ipad and circle and annotate with Apple Pencil is a joy.

Great questions — and yes, I can definitively clarify both, because the behavior of Zotero and Airtable around news capture and full-text storage is very different from OneNote.

Below is a precise, practical breakdown tailored to your workflow.

**1. YES — Zotero can capture news articles, including WSJ**

But there’s one important nuance: WSJ/NYT paywalls.

✔︎ Zotero can capture metadata for:

WSJ
NYT
Financial Times
GenomeWeb
STAT News
FierceBiotech / FierceHealthcare
MedPage Today
Reuters
AP News
Bloomberg articles (most)
Company press releases
Any article with a structured <meta> header

What Zotero captures automatically:

Article title
Author
Publication (Wall Street Journal, etc.)
Date
URL
Section
Abstract/summary (if present)

What Zotero can also capture if possible:

Full text (as a “snapshot”)
PDF, if the site offers one

❗BUT for WSJ specifically:

Zotero can capture metadata perfectly (title, date, URL, author)
It cannot bypass the paywall to save the full text
You can attach your own PDF or HTML snapshot if you want

So: Zotero will work beautifully as a “bibliography capture” tool for WSJ, but you won’t get the entire readable article unless you save a PDF and attach it manually (easy to do).

For GenomeWeb, Zotero often pulls the full text because the HTML is clean.

2. Your second question: Can Airtable store whole articles like OneNote?

Short answer: Yes, but it is NOT the same reading experience.

Here’s what Airtable can do:

✔︎ Store full text in a Long Text field
✔︎ Store PDFs
✔︎ Store images / screenshots
✔︎ Store full HTML pages (via attachments)
✔︎ Allow search within text fields
✔︎ Let you sync or paste in large chunks of text

But here’s what Airtable cannot do:

✘ No margin annotations
✘ No Apple Pencil markups
✘ No freeform drawing or circling
✘ No comfortable reading layout
✘ No “infinite scroll” note pages like OneNote

Airtable is a database, not a reading/annotation tool.

Verdict:

Airtable= Great for structured metadata, summaries, sorting, filtering, global search
OneNote= Great for reading, annotating, and storing full captured text

You should keep OneNote for the full-text archive and annotation joy.

3. The Best System for You (Given Your Preferences)

Your workflow benefits from a three-layer system, not one monolithic tool.

Layer 1 — OneNote (Full Text + Annotation)

Continue using browser clipper
Full articles stored
Works beautifully on iPad with Apple Pencil
Continue circling, marking, annotating
This becomes your “inbox” and “reading environment”

Layer 2 — Airtable (Metadata + Sorting + Monthly Reporting)

What belongs in Airtable:

Category (02–59)
Date
Headline
Brief 2–3 line summary (your words)
Tags (AI, MRD, MCED, FDA, Danaher, etc.)
Client relevance
URL
Used in monthly report? (checkbox)

Never store the whole article here.
It will ruin readability and clutter your database.

Instead:
You add only metadata + a summary.

This gives you the world-class search, filtering, curation power you’ve been missing.

Layer 3 — Zotero (Journal Articles + Optional News Bibliography)

Zotero becomes your scholarly reference manager, not your news archive.

What goes into Zotero:

PubMed articles
JAMA
Nature/NEJM/Cell
FDA clearance publications
Key review articles
Academic genomic diagnostics papers
(Optional) trade news items you want to cite formally

4. Summary: Direct answers to your two specific questions

(1) Can Zotero capture WSJ / news items?

Yes.
It captures full metadata, not necessarily full text (paywalls limit that).
For GenomeWeb, it often captures the whole article.

(2) Can Airtable absorb whole text?

Yes, but you shouldn’t.
It is not pleasant to read in Airtable, and it cannot annotate.
OneNote remains superior for full-text storage and annotation.

Instead:

Store whole text in OneNote.
Store metadata + summaries in Airtable.
Store all scholarly references in Zotero.

This gives you the perfect trifecta:


OneNote → full articles + Pencil annotations
Airtable → searchable database and monthly report assembly
Zotero → academic bibliography for papers and citations

If you’d like, I can now help you with:

✔︎ Setting up Zotero to auto-import PubMed/JAMA perfectly

✔︎ Creating a Zotero folder structure matching your 02–59 taxonomy

✔︎ Designing an Airtable template optimized for your reporting style

✔︎ A short SOP on “Daily Capture → Weekly Database → Monthly Report”

✔︎ A OneNote → Airtable workflow that minimizes retyping

Just tell me which piece you want next.

Tuesday, November 18, 2025

SOFTWARE LOGiSTICS Chat GPT5 gives me advice on my monthly newsletter

ChatGPT said:

I. Diagnosis: Why Your Current System Can’t Scale

1. OneNote = excellent for capture, terrible for retrieval

2. Word monthly reports = beautiful output, zero cumulative memory

3. Manual categorical codes (02–59) = brilliant but trapped

II. Solution: A New Architecture (Minimal Behavior Change)

A. Keep OneNote for Capture (No Change)

B. Add a Metadata Layer at Capture (Tiny Change)

1. Category code (your 02–59 system)

2. A short semantic tag (5–10 words)

3. Source + date (auto or minimal typing)

C. The Core Fix: Create a Master Database of All Saved Items

Option 1. Notion (best balance)

Option 2. Obsidian (best for power users & markdown fans)

Option 3. Airtable (best pure database)

III. Month-to-Month Workflow After the Redesign

Step 1 — Capture to OneNote (no change)

Step 2 — Quick metadata injection (tiny change)

Step 3 — Weekly database update (5–10 minutes)

Step 4 — Build the monthly report (much easier)

IV. Five High-Value Improvements You Get Immediately

1. True longitudinal search

2. Instant client-specific reports

3. A living library of 5–10 years of genomic headlines

4. Far easier monthly report building

5. You keep your habits

V. A Recommended Starter Architecture

Airtable columns for Genomic Headlines DB

VI. Immediate Next Step (1 hour)

VII. Optional: Automations (Phase 2)

Bottom Line (Executive Summary)

A. Build your Airtable template

B. Build your Notion template

C. Show you a sample database with your September data (from the PDF)

D. Write a one-page SOP for the new workflow

You said:

ChatGPT said:

I. The Core Insight

A. News / trade stories

B. Academic / journal publications

II. Why EndNote Has Always Felt Bad With Browsers

III. The Modern Fix: Move All Academic Items to Zotero (Even If You Keep EndNote)

Why Zotero is ideal for your workflow

IV. The Integrated Workflow Going Forward

Step 1 — Capture everything into OneNote (unstoppable habit; keep it).

Step 2 — For academic items, click once into Zotero

Step 3 — For trade news, you have two choices

Option A: Save into Zotero too (recommended)

Option B: Only save academic items into Zotero

Step 4 — Sync Zotero folders with your taxonomy

V. What Happens to EndNote?

Option 1 — Keep EndNote for legacy projects

Option 2 — Move on completely (recommended)

Option 3 — Run both (perfectly viable)

VI. How to Handle Trade Journal Citations

VII. How This Integrates With Your Monthly Headlines Report

1. Zotero = master bibliography for all academic material

2. Airtable = master knowledgebase

3. OneNote = capture inbox

4. Word = client report

VIII. If You Want, I Can Do the Following:

A. Build a Zotero folder architecture matching your 02–59 taxonomy

B. Explain how to install the Zotero browser connector and set it to “auto-download PDFs”

C. Walk you through saving PubMed and JAMA with one click

D. Show how to export Zotero → EndNote (if needed)

E. Draft citation templates for GenomeWeb, press releases, WSJ/NYT

F. Integrate Zotero references directly into your Word monthly report

You said:

ChatGPT said:

1. YES — Zotero can capture news articles, including WSJ

But there’s one important nuance: WSJ/NYT paywalls.

✔︎ Zotero can capture metadata for:

What Zotero captures automatically:

What Zotero can also capture if possible:

❗BUT for WSJ** specifically:**

2. Your second question: Can Airtable store whole articles like OneNote?

Here’s what Airtable can do:

But here’s what Airtable cannot do:

**1. YES — Zotero can capture news articles, including WSJ**

❗BUT for WSJ specifically: