Useful LaTeX packages: bibliography

I’m going to post a short series of entries on LaTeX packages I found useful while preparing the examination copy of my PhD thesis. Largely this is just so that there’s a reference if my wiki page goes away, but also because I think many people use LaTeX the way I use it, that is, I got wedded to a bunch of packages 10 years ago and never really looked around for more recent stuff.

Today’s entry is a pretty slow start: the bibliography packages I used are pretty standard.

natbib

This is one of the most sophisticated and widely used packages for Harvard-style references (ie, “(Surname, Year)” rather than “[1]” style references).

usepackage[round]{natbib}
bibliographystyle{plainnat}

Inside your text use citep for a reference in parentheses “(Surname, Year)”, and citet for a in-text reference “Surname (Year)”. Its important to note that the plain cite command is equivalent to citet, which you may not expect.

You can use citeauthor to get just “Surname” and citeyear to get just “Year”.

bibentry

This is a useful add-on to natbib, which allows you to insert full bibliography entries into the body of your text. This is useful in the declaration portion of a thesis (where you say something like “this thesis incorporates revised versions of the following published articles”).

usepackage{bibentry}
nobibliography*

Then later on when you want to insert a full bibliography entry into the middle of your text:

bibentry{citationkey}

Getting a passport in Australia

See Lindsey Kuper on a expedited US passport, here we have another “life in Australia” comparison piece.

Step 1: obtain passport form. If you are an adult renewing an existing adult passport that has been expired for less than 24 months, you can do this online. Otherwise, obtain form from nearest post office.

Step 2: track down someone — usually just another passport holder — to be your photo referee (ie, to agree that it is you in the picture). Gather relevant documentation, that is, proof of identity and of citizenship. If you were born in Australia on or after 20 August 1986, see below.

Step 3: ring up local post office for passport interview, usually granted within the week. If you need it sooner, call several post offices in turn or go to the Passport Office (in a capital city).

Step 4: attend post office. Have them take your photo, these days, because if they don’t approve it, they can take it again. Have interview, which in fact largely consists of having your documentation and photo checked for validity.

Step 5: pay fee ($233), extra $103 for priority.

Priority passports are printed to be mailed within 2 business days, other applications within 10. They arrive registered post (ie, signature required). If you require one within 2 days, it seems you need to attend a Passport Office in person and hope they can help.

Given that I understand it takes weeks and weeks to get a USA passport if not expedited, 10 days is not too bad.

Born in Australia on or after 20 August 1986? Tricky! This is when Australia stopped granting citizenship by right of birth alone. So you need proof of citizenship, which can include:

  • evidence that you were born in Australia and that one of your parents was either a citizen or permanent resident at the time of your birth
  • evidence that you were born in Australia and that you were still a resident of Australia on your 10th birthday (school records and so on)
  • evidence that you were born in Australia and were not eligible for any other citizenship
  • see also

This diversion has been known to be lengthy. 🙁 It’s also just about impossible to get one as a minor if your guardians don’t agree to you travelling.

Have a small child with you?

Good luck with that, because the photo standards require straight on face shot with open eyes and neutral facial expression. Try getting your pre- or semi-verbal child to do that.

Should you give birth privately?

A few people have been researching their options over the last few years about giving birth in Australia, and have asked me what I think about having private health insurance or giving birth in a private hospital.

Background: maybe you shouldn’t ask me! I’m not a health professional, I’m a mother of one, and he was born in a public hospital, in which I was a public patient.

And now, crucial fact about private hospital cover: it pays much of your hospital stay fees and some of your doctor’s in-hospital fees. It does not pay for private consultations with a doctor in an outpatient/private room setting.

You know what obstetricians charge a lot for? The “pregnancy management” fee, to cover your outpatient care in pregnancy. If I recall correctly, the Medicare rebate for this is on the order of $400 to $500. In Sydney, private obstetricians may charge upwards of $4000 for this fee. Who covers the difference? You do. (OK, full disclosure, the Medicare Safety Net may help too, I don’t know the details except that MSN actually cut benefits specifically for obstetricians a few years ago because they’d all upped their fees to incorporate the MSN rebate. So, mostly you do!) Also, anaesthetists in the private hospitals usually end up with a decent gap fee, if you have an epidural or Caesearean.

So, private system birthing is expensive regardless of insurance.

Finally, tests like ultrasounds are usually Medicare plus out-of-pocket too.

Now, birth choices in Australia.

Homebirth. There are some very small number of hospitals in Australia that will allow their midwife staff to attend some homebirths. It’s very easy to get disqualified from such a program. I would be on several grounds (some more legit than the one I’m about to give you), including the simple fact that my son’s birthweight was over 4.0kg.

You might also birth with a privately practicing midwife, or, in theory, with a private midwife collaborating with an obstetrician as backup (there are very few such arrangements so far). Most, although not all, private midwives will also only work with pretty low-risk women (singleton pregnancies, head-down, no high blood pressure or diabetes, that sort of thing, about 80% of pregnancies get a low-risk classification IIRC).

Is private insurance useful? Some private health funds provide some limited cover for this, I believe, on the order of $1k to $2k of the midwife’s fee, which is around $5k last time I looked. In the collaboration setup Medicare contributes too, I think?

Birth centre These are midwife-only maternity units attached to public hospitals. (Sometimes at some physical distance, eg Ryde Hospital only has a birth centre, with transfers to Royal North Shore several suburbs away.) You need to be assessed as low risk and if that assessment changes (and this isn’t uncommon, eg, your baby is breech or you get diabetes or pre-eclampsia) you get summarily transferred to the doctors and your whole care team often is suddenly switched out from under you. (Also they usually don’t do epidurals, I think? So the transfer rate for pain relief is not insubstantial I believe.)

Is private insurance useful? No, this is publicly funded.

Public hospital, midwife’s clinic If you go to a public hospital, and are assessed as low risk, almost all of your pregnancy management will be by midwives. Often they “caseload” now, meaning you see the same one each time. Again, if you become high risk, swish, off to the doctors.

Is private insurance useful? No, this is publicly funded.

Public hospital, doctor’s clinic. If you aren’t low risk, this is you. (This was me.) Chronic health problems or pregnancy complications (like pre-eclampsia) put you here. For your appointments, or at least most of them, you see an OB registrar or staff specialist. On high rotation, often, that is, you won’t usually see the same one many times. If you have a vaginal birth it may still be midwife-only, or largely midwife managed.

Is private insurance useful? No, this is publicly funded.

Public hospital, private doctor’s patient. In this case, you choose your doctor, see them mostly in their own clinic, birth in a public hospital (with you or your private insurer paying for the facilities) with the doctor of your choice attending. This is subject to gap fees for the doctor.

Is private insurance useful? Yes, pays for your accommodation and some of the OB’s and anaethestist’s (if needed) gap.

Public hospital, private midwife’s patient. This depends on a midwife/obstetrician collaborative practice. As I said, rare, but there’s at least one that allows a public hospital birth (private admission) with the midwife of your choice: Melissa Maiman in Sydney.

Is private insurance useful? Yes, pays for your accommodation. Not sure what happens if an OB and/or anaethestist are needed.

Private hospital, private doctor’s patient. There’s no midwife-managed option. If you’re birthing in a private hospital, you need a doctor of your choice attending. Again, pre-birth consultations in their own clinic, and subject to gap fees.

It’s definitely worth noting that while your private doctor will be an obstretrician and can manage higher risk pregnancies, for really serious stuff like prematurity earlier than a certain point, pregnancies with more than 2 babies on board (I think) and similar, they will actually refer you into the public system!

Is private insurance useful? Yes, pays for your accommodation and some of the OB’s and anaethestist’s (if needed) gap.

Public hospital, high risk clinic. I don’t know much about this, I’m told it’s the next level up in risk, and it well might be my next pregnancy. Joy. This is where you end up with OBs with a high risk interest, maternal-fetal medicine specialists (OBs with a formal subspecialty in very high risk pregnancies), renal physicians, endocrinologists, etc. This often involves referral to a tertiary hospital. (Sometimes specialists can consult without you being in one of these, like, an endocrinologist might monitor diabetes or thyroid hormones with you in the regular doctor’s clinic or seeing a private OB.) Birth choices guides don’t talk about this option very much, because you don’t really have a choice at this point (except birthing unattended or with a very risk-tolerant private midwife).

Is private insurance useful? I’m not sure, to be honest. It probably depends on the risk profile of your actual birth, I guess? If your birth is able to be attended by a regular private OB, maybe they let you do this? But you can do this publicly too.

Further reading on birthing choices
My Birth has a lot of information on birth procedures and the outcomes of different birthing providers, from a low intervention advocacy standpoint. One thing of note which gets picked up a lot by low intervention advocates is that despite the private birthing system referring all their hardest cases back to public, and despite the public patient profile being poorer with less good preventative health care and so on, private hospitals have much higher intervention rates.

Conclusion

It really depends on where you want to birth and with who attending. If the idea of the same doctor doing your pregnancy management and attending your birth appeals, that’s tending towards private birthing and thus private health insurance. But it has high out of pocket costs on top of the insurance premiums. (Note also that private health insurance policies are expensive if you include obstetric coverage, and will always have a 12 month waiting period for it, so you must obtain it before pregnancy.)

I was reasonably happy as a doctor’s clinic patient for my first birth. If I was low-risk I’d probably likewise go public, ideally with a birth centre or caseload midwife pregnancy+birth.

When your misdeeds are archived

This article originally appeared on Geek Feminism.

This is an Ask a Geek Feminist question for our readers. It’s the last for this round.

This one is actually from me, it’s related to some questions I’ve been asked by various people who will remain anonymous (and who didn’t formally write to Ask a Geek Feminist). I have my own thoughts on this, and I also think it can vary (helpful!)

What do you think people and groups should do about sexism in their “archives”? By this, I mean for example, older stuff on their blog, or Facebook postings from years ago, or similar? A lot of people have sexism in their past, varying from “I used to be a pretty committed sexist actually” to “um, I didn’t really think about it, and I wanted to fit in, and I went through a ‘Your Mom’ phase for a while there”. Things you do on the Internet are pretty long-lived now, and your sexism sticks to your name while it remains visible.

Assuming someone or someones have control of their content, and they have sexism they don’t like in there, and they have reason to think it’s going to hurt someone. Should they remove the content? Should they edit it with warnings and apologies?

Have you seen this in a real situation? What did they do? How did it work for them and for women near them/involved in their community?

At least for systemic stuff, I tend to be on the ‘edit’ side of the fence. There are a few reasons for this:

  1. even if you’ve totally changed and are ashamed and sorry, being a reformed sexist is something that may make people, women in particular, cautious about you. Living with that is part of the deal. You don’t get to get access to Has Always Been The Best Person Ever cred because you weren’t.
  2. it also serves as a guide to How To Do It, for other reforming sexists (or How Not To Do It, if you apologise but don’t actually change)

And while writing an apology that is short and not self-serving is a challenge, but that doesn’t mean one shouldn’t try.

On the other hand, I, in general, do wish that much informal discussion on the Internet yellowed and started to curl at the edges and be difficult to read as time passed, sometimes. I realise that the invention of writing was some considerable time ago now, but even so, having to stand by your casual thoughts for years is a big ask. I can’t see that one should make a special effort to preserve evidence of one’s sexism if that same set of archives is going to disappear in its entirety.

PhD status

Mount Everest as seen from the Tibetan plateau
Mount Everest by Joe Hastings

A quick note that appearances do suggest that I am in the final weeks of my PhD, with submission in late May. I am reluctant to say this because I’ve been wrong before, but this time my supervisor agrees. So.

I probably will be pretty absent for several weeks. And if I am not, I may be very tired.

Also an explanation of how this works in Australia, because it’s quite different to North America. Mostly writing this so that people don’t start addressing me as ‘Doctor’ in June.

Short version: this work is me preparing my thesis for initial examination, and this is hopefully the hardest bit. But I won’t graduate for at least six months.

First, I finalise my thesis document (we don’t call it a dissertation). I submit this to the university where it is examined by three external examiners: ideally at least one from an Australian university. At this point my work on it is in deep freeze.

Unlike in North America in general, these examiners are anonymous to me (chosen by my supervisor) and were not involved in my PhD studies prior to this point. This means in theory that they might not like it: in practice I am told that around 99% of students who submit at all eventually graduate.

Examination in theory takes six weeks, it could take as long as six months (since appointing a whole new examiner might be slower than waiting for a late one). They submit reports which my supervisor reads and makes recommendations on (most commonly I agree, Mary should indeed fix all these things, followed by I almost entirely agree, Mary should indeed fix all but a few of these things). This is fed into the higher degree research committee (who usually agree with the supervisor, but they might come up with a different answer if the examiners’ recommendations varied a lot) and then there’s a huge range of possible decisions that come out of the HDR committee:

  1. pass as is
  2. make minor amendations to the Library copy and pass
  3. minor revisions to be checked by supervisor (for which I’d be allocated a month) and then pass
  4. major revisions to be checked by supervisor (for which I’d be allocated two months) and then pass
  5. revise and resubmit to examiners a second time
  6. only award a Masters degree (possibly in combination with revisions): recall that in the Australian system I don’t already have a Masters degree
  7. fail

The most likely decision by far in my research group is minor or major revisions: I’ve never heard of anyone avoiding them. Some people in fact prefer major just because you get a bit more time to revise. (In other faculties, it isn’t unheard of to pass without revision.) No one wants to be re-examined: this usually means re-enrolling and re-doing experimental work and similar.

Unless re-examination is needed, after any required revisions it is pure administrivia: the HDR committee must pass it, and then the university Senate. I submit a bound copy of my thesis to the university library and (far more importantly now) put it on my website and submit to the university’s digital collection.

I think at that point I am finally a graduand and can use the title ‘Dr’ in academia and so on. Actual graduation would take place in either September/October or April/May, so in the pathological case it could be a while between finalising the thesis and actually graduating.

I do not do an oral defence (a three hour or so session where my examiners ask me questions in person).

Writing violence against a woman

This article originally appeared on Geek Feminism.

This is an Ask a Geek Feminist question for our readers:

I am male who wants to write a novel about a female superhero. Since this is a superhero novel there will be violence and at some point my hero will have to lose a fight (though of course she wins in the end).

I am wondering how I should write the scene where the supervillain beats the crap out out of my female hero. Should I just write as if she were a male? Or do I need to take precautions so I don’t end up glorifying violence against women?

A quick thought on this one: there’s no “just” in “write as if she were a male”. A big part of the problem is that this is pretty rare, hence the Women in Refrigerators trope and similar critiques. Your own knowledge that she’s a woman will influence you to write violence specific to her gender and to cultural tropes about male-on-female violence.

So, I think you’ve set up a bit of a false dilemma between “write what comes naturally and it will be just like as if she was a man getting beat up” or “go out of my way to de-glorify the violence against her”. Another thing you need to be careful of is “write what comes naturally and spew your cultural uglies about women and their bodies and violence against them all over the page completely unawares.”

Second thought: you don’t want to “write as if she were a male”, in any case, because she isn’t. You want to write as if she was a person. Your current thinking on this seems to be edging towards “men are the pattern for people, women are special unique cases of people” which is a little concerning for your characterisation of a woman!

Do you have a writing group who review each other’s drafts? Does this group contain women? Obviously the women in your writing group should be reviewing all the work that your male peers do, not just “hey, I have a woman-centric bit here, so now you’re the expert, but I’ll ask John about the rest of my writing.” But you could ask the group in general for feedback on this and since you can show them the actual draft, they may have more specific thoughts.

You could perhaps get some of the way with playing around with reading and writing drafts of your violence scenes gender-switched and with more ambiguous pronouns in order to try and keep the uglies out of it, but I think this is where we need some fiction writers to step in. What think you?

Sunday Series: Discworld

This article originally appeared on Hoyden About Town.

Warning: highly opinionated post follows. Friendly disagreement more than welcome.

It’s been a couple of years since an entirely gratuitous Terry Pratchett thread, and a Twitter discussion asked about favourite Pratchett novels, with a focus on readers new to Pratchett. What think you?

My overall favourite is Night Watch, but I think it would be a terrible place to start reading: you need the context of the earlier Night Watch sub-series for background. Night Watch follows Guards! Guards!, Men At Arms, Feet of Clay, Jingo and The Fifth Elephant. You could possibly skip Feet of Clay and Jingo and have most of the background, but that’s still a fair commitment. You want The Fifth Elephant because it introduces the major characters in an ongoing multinational inter-species political struggle (Monstrous Regiment, Thud!, Unseen Academicals, Snuff), but it’s also probably not strictly necessary as background to Night Watch.

The Night Watch sub-series is also interesting technically, as Pratchett has created two absurdly powerful political characters in this series (Vimes, the head of police, and Vetinari, the ruler of Ankh-Morpork), and has to come up with increasingly aggressive scenarios to actually challenge them. He has written elsewhere about finding this annoying when he wants to write interesting stories in Ankh-Morpork without Vimes sticking his nose into them.

It’s worth warning that Night Watch is one of the darker novels, with offscreen torture and onscreen immediate-aftermath-of-torture. Small Gods has similar warnings (religiously inspired torture), if you’re OK with that it is good and very self-contained, and has also served as an entry point for a number of people.

The first Discworld I ever read was Hogfather and I think it’s actually not a bad starting point, since it’s a fairly self-contained story and contains a bunch of core Discworld themes concerning how magic and divinity work. It also has a great heroine who unfortunately, in my opinion, otherwise appears in pretty mediocre Discworld novels.

Probably for most Hoyden readers I’d recommend starting with Equal Rites or Wyrd Sisters and reading through the Witches novels, which is where I went after Hogfather. The Tiffany Aching books didn’t exist at the time, but they’re very much in the spirit of the Witches novels, except that the Witches seem much more organised in them: Pratchett can’t leave well enough alone when it comes to creating power structures. See tigtog’s post about the Witches for more.

I find the Rincewind/wizards sub-series pretty unworthwhile, and still haven’t actually read all of it, so I can’t speak to that fairly.

Edited to add: there is a well-known reading order guide, which lays out the various sub-series in a flowchart style, but I cannot find an accessible version. Hence this post refers directly to the sub-series wiki pages.

Product review: GoGet carsharing

We’ve been non-car owners again for a few weeks and members of GoGet car sharing for a month or so. These are my initial impressions.

This is against a background of our car being primarily used for occasional errands, and weekend excursions either locally (to the beach etc) or to regional cities. We also used to use our car for our son’s daily childcare run, but since we moved, his new childcare is in walking distance. I wouldn’t recommend GoGet to anyone who has a daily errand, this review is largely comparing it to having an occasional-use personal car.

Good things compared to car ownership:

  1. most areas where there is a car at all, there’s more than one. An out-of-action car does not mean “no car use at all until car repaired”
  2. they take care of on-road costs and insurance. Of course, this is bundled into subscriber fees, but it both flattens them over the year and works out cheaper for our usage. I think in theory they aim for a car for every 10 subscribers or so? We’re on the Frequent member plan, so I guess you could say our on-road costs are $360 a year.
  3. they take care of repairs. Again, bundled in, but flattened and so on.
  4. they take care of having a free parking spot by paying the council for guaranteed spots.
  5. (maybe arguably good) they turn the fleet over far more often than most people I know replace their cars.

Good things compared to car rental:

  1. the cars are just sitting there, in our case quite close by. You just get online, book, and walk up and take one. You only sign away your life in triplicate once. You don’t have to budget in a trip to the car rental place, a wait in a queue, a briefing on the terms and conditions and an inspection of the car.
  2. the insurance is reasonable rather than the typical car rental deal with a $3500+ excess unless you pay them 1/2 the rental cost again. With GoGet, if you can wear a $1500 excess it’s built in to the base pricing, or you can pay about $18 per day to bring it down to $300.
  3. you have to return the car with at least 1/4 of a tank of fuel, which is a lot easier to achieve than the full tank rental companies require.
  4. both the possibility of hourly bookings and the hour saving in pickup time make them way more useful for errands and so on.
  5. close to instantaneous bookings, subject to availability, whereas rental companies often struggle with sub-24-hours-notice requests

Bad things:

  1. Bookings start and finish on the hour. In pathological cases (say you need a car from 1245 to 1315) you pay for two or three hours of use in order to use the car for an hour or so.
  2. They’re for-profit, presumably this could be done cheaper not-for-profit. This is a bad thing-asterisk though: as I know very well, NFPs don’t magically appear out of thin air. Someone would still have to set up an entire car sharing company except with only a salary to motivate them.
  3. GoGet’s big thing is “we pay for fuel”. And they do pay in the sense of providing fuel cards, but they also have a 39c per kilometre usage charge for bookings that aren’t a day long booking. 40c per kilometre adds up fast!
    In theory the day booking rate (24 hours and 150km free for $68) kicks in as soon as your per-hour spend exceeds the day rate, for most cross-metro trips you’re probably going to nearly hit that.
  4. (potentially) GoGet does not accept any member who has a major traffic offence in the last 10 years of driving, and all applications for membership are at the discretion of their insurer. This contributes to the cheaper insurance compared to car rental, but it obviously disadvantages people who do have a traffic record or a history of at-fault accidents.
  5. not an enormous amount of choice wrt make and model, less than many larger rental centres. Really your choice boils down to little-medium-big in whichever make and model are nearby. (For us little == Toyota Yaris, medium == Hyundai i30s and i30 wagons, and big == Hyundai iMax.)
  6. some contention for them. Our experience is that with weekends, we really need to plan our trip the day before to have a good chance of a single car in Glebe being free over the entire block of time we need, and it’s probably worse in suburbs with less cars (Glebe has at least 10, and Pyrmont and Ultimo another 15 or so). Long weekends are worse because people take them away, and the iMaxes get booked really early most weekends.
  7. lack of flexibility with end time. That is, if we want to go somewhere and book a car accordingly but then someone invites us to dinner or whatever, we may not be able to stay because the car needs to be back. We haven’t had to try for last-minute use extensions yet, so we don’t know how often we will find that the car has 3 hours free just after our booking.
  8. if something goes wrong with your booking, they give you a $25 credit on your account, which unless the error is very minor is really not enough. To be fair, they do shift the booking to another car if they can, but on weekends this would be hard, see 6.
  9. fitting children’s car seats is a pain in the neck.
  10. their setup has an annoying feature whereby if it is the very first time that you in particular have used a given car in the fleet, the booking needs to take place about 15 minutes before your slot, so that the car can download your access data. Less important once you’ve used the car nearest to you for the first time.

In the medium term, this is likely to be a sufficiently good replacement for our occasional-use car.

Nannies and flexibility

Liam Hogan tweeted:

Further on rebates for nannies: if they’re a response to family-unfriendly working hours, flexible childcare is solving the wrong problem.

Here’s some systemic problems with childcare as it currently stands that one might hire a nanny as a possible solution to:

availability (strong form) For under 2s in Sydney, you simply might not get a childcare place accessible to you, by your scheduled return to work. Full-stop.

availability (weaker form) You have 2 or 3 children under 5, not uncommon. If you do get childcare places for them all, they (a) start to approach the price of a nanny and (b) are often not at the same daycare centre. So you can add 2 to 3 drop-offs to your commute run, 2 to 3 infection sources to your health problems, and when your children do all end up at the same daycare centre, you can enjoy four to six weeks of emotionally resettling them with the new centre. Or hire a nanny.

commuting in general Family unfriendly work hours are common. Family unfriendly commute hours are even more common: either a really tight schedule where you hope for no breakdowns/signals failures, or just total impossibility of getting to the centre in time. (Or you can have your kids in care near your work, and have them commute with you. Fun for the whole family. Plus you cannot use the centre when you are sick, which is one of the times when you really want to.)

illness I had four bouts of gastro and eight respiratory infections in the four months after my son began daycare. A nanny is an expensive way to avoid this, but that night I considered calling the police because we couldn’t lift him up to feed him? Maybe that’s worth $200 a day to people who can pay to avoid it.

throughout the day contact a privilege of (partial) telecommuters and (partially) at-home business people, and in theory daycare centres allow drop-ins if children are well-settled there and can handle two separations in a day (so, probably not in the first several months of care). For these people, a nanny may be one way of allowing the parent and child to have throughout-the-day contact without the parent needing to be first contact point for the child’s needs.

Now, I fully agree that funding nannies is less good ultimately than, say, free and freely available childcare, predictable work hours, widespread onsite/neighbourhood childcare with liberal allowance for parent drop-in, redesigning work and cities so that 1+ hour commutes aren’t the usual case, or… I don’t even know what you do about the illnesses, because I once saw my 9 month old licking another baby’s face and getting a good licking back. But there’s a raft of reasons why nannies are attractive. We may turn to one after our next child on cost alone. So that’s the context of nannies, for me.

Product review: Shoeboxed

Update February 2017: this service is now known as Squirrel Street, and their smallest monthly pricing is significantly higher than it was in 2012. However much of the review still applies.

Original review:

I’ve been using Shoeboxed now for long enough to review it, I think.

Problem: as with every adult household, we have lots of incoming documents like bills and super statements and similar, and the high initial overhead on deciding whether and where to store them, plus re-sorting them later and so on has never been something we’ve been on top of. Come tax time, in particular, we were usually opening piles of envelopes and hoping for the best.

In 2007 or 2008 we started scanning and shredding a lot of things, but that still left going through and labelling the scans as a problem, plus when I went on maternity leave in 2010 we didn’t have access to a sheet-feed scanner anymore and got behind and never caught up. Back to the “giant unsorted pile of paper” solution.

There are a few services that accept mail on behalf of people and send scans (Pass the Post, Keeping You Posted) but these tend to be quite expensive if you want them to handle all your mail, and also there’s still a time-critical decision step (scan it or send it to me). It tends to be aimed at travellers or businesses. It was annoying enough though that every few months I hit the search engines and eventually lit on Shoeboxed.

What Shoeboxed does:

  1. accepts documents either sent by mail (not one at a time, many in a big envelope) to a US or AU postal address, or uploaded
  2. scans the physical document if any
  3. does data entry for the major data within (for bills, say, the sender and the total)
  4. makes them available after logging in on their website
  5. makes them available over an API to other services like bookkeeping websites

What Shoeboxed doesn’t do:

  1. directly accept individual physical mail on your behalf (they do have a service where you can get online receipts sent to them, I haven’t used it)
  2. full OCR of the scanned documents

There’s a very very limited Free plan involving uploading (not mailing) up to 5 documents a month for OCR plus unlimited uploads if you do your own data entry. The next plan up in Australia, which we’re on, is $20 a month, and includes all the features I listed

Impressions:

  1. overall, it pretty much does what we want: gets paper out of our house and into an easily searchable online form with scans available
  2. because it isn’t fully OCRed I still have to go through non-bills in order to note what they are, eg, a mail from childcare could be a fee change or a newsletter or a note about illness and if I need to find it in a year I’d have to search on the name and look through them all
  3. the processing speed on the Lite plan (contents of envelopes appear on the website in 3–5 days) has been a bit annoying on occasion, I’ve found myself scanning really time-critical documents and uploading them
  4. the processing speed on uploaded scans is great, the data entry is usually done within the hour
  5. the usage reporting doesn’t incorporate the bonus scans one gets by doing things like signing up for an annual plan, or answering demographic surveys. Very annoying!

For our needs, it’s definitely an improvement over our home-rolled solution. We’re scrambling to get 250 documents to them before our annual purchase bonus expires.