Perfect. Well, welcome everyone to the September Marketing Committee meeting. I'm your host today, Katie Greenlee, and just a reminder for this call, this is all the information kind of how to participate and all of that. And then the next meeting will be October 4. As a reminder, this call will be recorded and you can find the slides in the Marketing Committee folder as well as the recordings on YouTube. And then just our LF antitrust policy. Let's make sure that we're keeping this civil and that we're working together and that we don't have to bring lawyers into it. Quick agenda. We're going to talk about the research update, some reminders and things for you to know about new project event guidelines in CubeCon China, some project updates, CNCF team updates, and then key takeaways. So kicking it off is the research update. And I believe that is Charlie. She was running behind. So she said just go on without her. I think her train was running late. Great. So just a quick overview. So we have our CNCF annual survey going on. We would really love your feedback and guidance for this 11th iteration. So if you can take some time to fill out that survey, we have a 25% off coupon for training inserts. So feel free to take that and help kind of guide that conversation for the cloud native industry. And then exciting news, the state of WebAssembly report is out. This goes live today. So take a chance read through that. There's a lot of really exciting data in here about wasm and how a cloud native is kind of a leading part of that. And then now open is the 2023 member and marketing surveys. We have all the surveys right now. So feel free to take the survey. We want to get your feedback on membership and marketing related benefits. You'll be entered to win $100 CNCF swag store gift card, or a bonus online program of your choosing so kind of cool giveaways there and responses are due September 15 so next Friday. Quick reminders that we have. We launched the project event guidelines for 2024. Let's see is Lindsay or Vanessa on the call. Yeah, I'm here Katie. Hi Vanessa. Good afternoon. Update on our project event guidelines. If you are a project maintainer tag or say and you're hoping are looking to hold an event CNCP host event in 2024 check out our updated guidelines. And we've got some great FAQs on the website. And if you're interested in hosting an event make sure you submit your request for to hold an event through the proposal form there's a link here. We have two upcoming deadlines if you're interested in co-locating with cube con Europe 2024 or open source summit North America 2024. The proposal deadline is Monday October 2, and the notifications for both of those events will go out the week of October 16. We have one quick question. Did anything major change in the guidelines. We did have some new changes within the guidelines so we are now offering a few different tiered options so there is a standalone project event and and what qualifies what projects qualify for that. That kind of offering and what is required to be able to take part in the offering. We have the co located in person standalone or in person events and what projects are able to take part of those as well as what requirements they have to be in order to be considered for those. That offering and then the last is we added on a virtual component for events and again what what projects can take part of that so I really do encourage all of you taking time and looking at those guidelines. Reviewing what your projects what your tags can take part in for 2024. And then if you have any questions reaching out to the events team. It's there on the FAQ, the correct email address and Vanessa if you have it handy if you can drop it in the chat that would be great I know it's color I think it's colors. I'll drop it in there. Yeah, it's a long one. It's a long one. So if you have any questions that's the right. And just to clarify these are these are project benefits specific to events the other projects like the maintainers project benefits like the maintainer session. And hosting a project meeting during cube con, having a kiosk during cube con. Those are, those are still happening and they're just not included in this specific deck here and guidelines these are these guidelines are very specific to holding an event like a co located event or standalone event. And just a reminder that cube con planning upon an open source summit China is happening this month, September 26 through the 28th register now and tell a friend and come join us it's going to be a great program. So a few project updates, I'm going to kick this over to Lori and George. Thank you so much. So I think a lot of you know that I am 100% behind our projects and trying to get the word out and I feel like I've kind of flubbed a little bit as chair of the marketing committee so it's nice when things kind of come together even though they might take a while so George and Katie have really been able to us kicking off this projects working group so based on the CNCF maintainer survey you can see projects are largely satisfied, but want help with community and user engagement, intra project collaboration and understanding CNCF resources for And so we kind of took a hold of that last one and are really trying to work together to create a working group to make things clear and easier for projects to get the help and the resources they need. Next slide please. So we have a project marketing working group. There is a Slack channel that y'all are welcome to join we'd love to have you. We will have a bi-monthly meeting to kick us off and get us started so if you can't make the first one hopefully can make the second. We just kind of wanted to make it very flexible for those will try we haven't gotten our dates lined up yet but we're really excited because we want to get our hands dirty, and really help the projects move forward. And the first initiative we have is what we're calling our project feedback session. And basically we have like three questions we want to know like, what is working, where can we improve and what is going to be most beneficial. And so there's 170 plus projects or George you can correct me on how many there actually are. But the thing is there's some everybody know about and there's 172. Thank you, George. And there are some that are just kind of stuck in this like land of I want people to know I want more end users I want more contributors I want more maintainers and I don't know how to get there. And that's sort of the basis of this working group. So, the feedback session will have two will have one for a pack and then one for North America Amia so on September 26 that 8pm Pacific and the 27th at 8am Pacific So please share these links with anybody that you know in the community that works on a project that you think would want to hear what other projects have to say and would like to raise their hand and give a voice to kind of what some of the things that they're experiencing as part of the CNCF. Next slide please. So Katie, like in the middle of our meeting she's like oh I have something I want to show you guys and I was super stoked George was super stoked the ability to have this in a template form is awesome so it's brand new project collateral and you might think well, didn't they have this before. No, they didn't like thank you Katie and the team that you worked with to make this happen. And what is this is something that is so simple yet can be so hard for people to create right when you think of like how you pitch. It's like how do you get this down in 30 seconds to tell people who I am and what I want. So this is sort of what this one pager is it's easily reproducible right so you can get this imprint for an event or you can transform this into a web page. It's clean, it's easy to read. It's stylized and the main thing is all the high level information that you need if you're curious about a project is created and in a nice easy to read location on this one pager so this is like, I think the beginnings of some really cool stuff that we can do. This marketing committee is huge and you all have special backgrounds and things that you specialize in so if you're interested in being a part of the working group of something like this you're like oh I have an idea of something else that we could do that might be beneficial. I would love to have you again, you can join the slack group, you can slack me slack George slack Katie will add you can't find it no big deal, but this is just like one of those things that if you're a project and you're just trying to like code, you're trying to get the community involved and you're just kind of lost in the process, something like this really can help you out and the goal is to create more things like this that are templated and easy to maintain easy to update. And again, the feedback session is to find out what other things you know can projects do and I would love for the working group to kind of like keep going you know and just find more initiatives and find more stuff so Chris thank you for that feedback see Katie, and yeah so I'm babbling and I'm going to stop and hand it back over to Katie. Oh, one more thing. Okay, my bad. So this is awesome. So, back to projects and the marketing committee, like, this is the awesome idea. The marketing committee is joining with the projects team for a mingle at cube con. Oh, and we have the information awesome. So it's Monday, November six. So it's the beginning of the week y'all so no excuses. It's at a time where you will not be like competing with the big big parties. Again, no excuses. So four to five at the merit marquee, like, I highly recommend that you go this is an awesome opportunity for all of us to meet but also to meet the projects that the CNC have supports that our company is supporting and meet people boots on the ground, all that good stuff. So love to see you there. Thank you so much for the calendars like the slide says RSV coming soon. Super stoked.  Thanks Laurie. That was a great update on projects I'm excited to see the growth that we're going to be able to do and awareness that will bring with that working group. We're excited to announce a few new members at the silver level so welcome to all those members that are joining us hopefully they're joining us today if not they'll be joining us in the coming weeks and feel free to say, say hi to them when you see them. And now I'm going to kick it over to the PR team I believe Katie you're on the call if you want to take us off with those updates. Yeah, definitely. So first up we have our August feature article. And last month was a pretty busy month for project updates. So this article and silver linings nicely highlights all the project movement that we had from Istio graduation to cry oh cute flow and some news from flux as well. And then we also in August announced for conference schedules for our upcoming shows. So if you're thinking about attending any of these and haven't had a look at the schedule yet definitely go and take a look. And then continuing on project news, the notary project and that's its first major release, which got some press interest. And then we also announced the graduation of Keita so we worked with the maintainers there for some press interviews. And finally we have the Kubernetes 1.28 release, which is always exciting. We worked with the release lead there to connector with media and saw some really nice coverage come out of that one as well. And I'll go ahead and hand it over to the AR team. Great. Thank you. Yeah, and the gardener side of things. Hype cycles are coming to an end. As we come to the late summer cloud native is at the peak of native expectations this year. Front runner and emergency technologies, and it was included in 54% of hype cycles, which is absolutely massive. So the great tailwind behind everything cloud native technologies right now. So there's some great news there. We're not only seeing, if you want to hop to the next slide. Thank you. Yeah, we're not only seeing cloud native being extremely hypey and Gartner other large research firms that we've been tracking are also mentioning cloud native and their research. Here's a great quote by William Fellows, the principal analyst over at four or five one research organizations to invest in cloud native broadly expected deep in their commitments with these practices, spreading a greater portion of their applications over the next several years. So just great great research coming out of both forster and four or five one on cloud native and how cloud native continues to grow and is expected to become ubiquitous over the next five to 10 years. I want to hop to the next slide. Thank you. Yeah, and I just wanted to highlight a few more reports here. Obviously, if you have time, you can click through into those reports if you have subscription access. But I also just wanted to highlight and congratulate everyone who got mentioned in the service mess report that came out of from give a giga. That was fantastic. And there's quite a few projects got got mentioned in that research. So that's always a fun one to see out of every that to see come out every year. But so far that's about all we saw for it's always off for August. Thank you. Thanks PR and AR team. Awesome work as always. I'm going to kick it over to Libby for some online programs updates. Hey y'all. Okay, so August we saw lots of great on demand webinars and live streams. We also had a live webinar. All of our viewership is trending still the same and upwards. I think the biggest note to take away for this month is that the Q4 dates for the calendar will open on September 20. So everyone mark your calendars. We will send an email and we'll send a slack message but be ready to book through the rest of the year on all your online programs. Additionally, we're seeing some increase in the click rate on our cube weekly newsletter we're continuing to get great content for that. So keep sending your articles in and sending us your announcements and tweets and everything you want to have included there to cube weekly at CNCF.io. Join us yet. Charlie is not on yet but Chris he's going to jump in and take these few slides for her. Yeah, hey everyone. Greetings from Bellevue. If you are at Wasm Cotton that's where I am hopefully you'll swing by the CNCF booth and say hi. I am not Charlie obviously but I will do my best to just pretend I have a better accent. Here's just a recap of our end user case studies that came out this month or in August. There's one with Meltwater and SVA. Again, this is a member benefit to submit an end user case studies. An end user is someone that we defined who doesn't sell cloud native services. So someone that maybe as a customer of yours or that you're partnering with who's using projects or CNCF or open source in general. There's more information in here, but just to highlight these two it's really exciting to see them come out and next slide. And then here's just a recap of the CNCF blog. A reminder that you can access this analytics dashboard on your own. I think the link is in here. Yeah, the CNCF analytics link there. It looks like there were 1269 views for August. It looks like there were some some dips there to be expected for August being a quiet month and a lot of people going on vacation and doing other things besides reading the blog. But it looks like Docker on Mac OS is slow and how to fix it was the top August blog and it's interesting that that was published back in February so again you can submit to the CNCF blog as well. There's information in the back of the deck if you're new and you don't know how that process works and we can also reach out to our blog alias for more information but again really great to see that content there. And a little highlight on our humans of cloud native. This is humanizing all the wonderful people in our community we've got a great blog series going. A couple published this month with Kunal, Annie and Guy, really exciting to see all of them be highlighted if you're interested in learning more about their story how they got involved in cloud native and what they're doing. I highly encourage you to read these spotlights they're really fun. As Charlie mentioned in here the pipeline is fully booked through KubeCon Chicago, but you can still nominate people so if you have someone that you work with or that you know through the community that you want to nominate please reach out to the alias. At KubeCon in Amsterdam Charlie did a ton of interviews there I think she might be doing something similar so again we would love your nominations to keep this program going and highlight all the wonderful humans that are in our community. And that's it I think it goes back to you Katie for community stuff. Thank you, Christy. So quick update ambassador program fall ambassador program applications are open until this Sunday, September 10. So if you or someone you work with or someone in your community. We are doing great things within the cloud native space please encourage them to check out our requirements and guidelines and to fill out an application to become a fall ambassador for fall ambassador. Quick update on Q CDs. We have completed 21 Q CDs for the year we have 10 in progress for the remainder of 2023 and 14 that have signed up for 2024. So quick update for CFP KCD Denmark is open till September 14. And then we have a lovely program for the remainder of September. We encourage you to check those. If you're local to check those Q CDs out. If not, a lot of them have been posting their talks to YouTube and we have those updated on our Q CD page on the CNCF website. And then check out our upcoming CNCG is our cloud native community groups. There's a lot of meetups happening here in the community. We've seen huge growth for the year. So if you're not able to make a KCD, feel free to check out a local chapter in your area. And then I'm going to kick this on over to Vanessa. Thanks Katie. Okay, a few event reminders and updates of what GRPC conference is taking place September 20 in Sunnyvale at the Google campus. There's still time to register. Check out the schedule if you haven't already. And I apologize. I'm not going to go into China quite yet. We I forgot to include a slide about prom con, which is taking place in Berlin September 28 and 29. I just shared the link in the chat window. Please, if you're interested in attending please register today. Also, we have cube con China coming up as Katie mentioned earlier, September 26 to the 28 and Shanghai. Please register if you haven't already. We have one CNCF hosted co located event. Taking place which is Istio con. We'll share some more details in a couple of slides here, as well as some sponsor hosted colos. And Istio con is, it's actually a two part event we've got an in person component and a hybrid or I'm sorry a virtual component. The virtual component is taking place on Monday, September 25. And as well as Tuesday, September 26. And then there's an in person component taking place in Shanghai on September 26. So if you're interested in attending either in person or virtual. You can register for the event today. We also have for sponsor hosted events coming up in China we have one summit regional day hosted by LF networking and LF edge open JS world hosted by the open JS foundation cloud native open day hosted by Ali Baba cloud and the global open source innovation meetup. So if you're interested in attending any of those you can add it onto your cube con China registration. And as everybody knows cube con North America is right around the corner. The schedule is live we announced it last week if you haven't had the chance to check it out you can find the link there. We have plenty of hotel availability so don't wait our hotel room blocks tend to book up. So if you haven't booked your rooms make sure to do that soon. Our standard registration deadline is coming up on Friday, September 8. So take advantage of that discounted rate and register this week. The last couple of slides are the CNC have hosted co located events taking place in Chicago on November 6. Sponsorship clothes, the deadline to sponsor is September 20. If you're interested you still have time and the schedule for all of these co located events will be announced next Monday September 11. One more slide. And then we also have a series of sponsor hosted co located events. These are events that will take be taking place off site on November 6. If you're interested in attending one of these events, you can add it on to your cube con registration they are not included in the cube con all access pass. And then just a quick update here on the project opportunities we have 38 projects that are going to be hosting a project working session we have 62 projects that will have a kiosk on site in the solution showcase. We will be releasing the that schedule here in the next few weeks so we'll have an update shortly on that but we've got another great turnout of projects participating on site in Chicago. We also have another event that we just announced get ops con Europe this is going to be a virtual event taking place December 5 and 6 in the central European time zone. Sponsorships are available the deadline for a signed contract is November 20. Registration is coming soon, and the CFP is open so if you're interested in speaking you have time to submit your talk. The deadline is October 4. We also have two additional cube days coming up cube day India cube day Singapore. The sponsor deadline for both events is November 3. The early bird registration for both events ends on October 13. And the CFPs for both are still open they close on September 18. So if you haven't had a chance to submit there's still time. And then moving on to 2024. We're going to be releasing the sponsorship prospectus for cube con Europe and North America. We have a new item for next year. There will no longer be a diamond lottery. So diamond sponsorships for both cube con Europe and North America will be sold on a first come first serve basis. So watch for an email that comes out on the 11th with a link to the prospectus and all the instructions for MPOs and things like that. If you have any questions you can email sponsor at CNCF.io. Thanks everybody. Thanks Vanessa what exciting events we have coming up it's going to be a packed fall schedule so we're excited to see everyone at either all those events or some of those events. I'm going to kick it over to Christie to talk about training and certifications. Awesome and just a quick note on the prospectus for 2024 you will be receiving an email through the marketing committee alias as well as the membership list should be going out if you hasn't gone out already this morning coming from me that has a summary of all those dates so if you need to forward it to someone on your team or I get things organized all the info will be there. Just a high level overview of our training inserts in the back half of the slides. You know we offer a lot of training that can be kind of the gateway to expanding your knowledge within cloud native so just an update here on some of the courses and different registrations and enrollments and you can go ahead and go to the next slide please. And then here is a update on CK interesting to see there was a slight increase in August lots of folks may be getting together and spending their summer expanding their learning which is great I wish I was doing that. Next slide. And again, seeing continued growth in the CK as as well. Next slide. And the CK AD. Yeah, so training just continues to grow. If you have any questions about these training programs their certifications and trainings and what that means there's information here in the slides but you can also reach out to Christoph on our team who leads training and go ahead and go to the next slide. And then also an increase in the CK and a, and I think the last one is the Prometheus certification as well. Yeah, so lots of training growth over the summer which is really exciting to see. Again, if you do take the annual survey you do get a training discount 25% off so another great opportunity to leverage some of these programs. And I think that's, that's it. Okay, awesome. So just at the back of the slide here we're trying something new. Just wanted to bubble up some key takeaways from this meeting I know there's a lot of slides in here. There's a lot of information we're throwing at you. And this doesn't even cover it but we try as a team to kind of bubble up the top three to five things. So make sure you take the member and marketing survey to take, check out the state of WebAssembly report that comes out today, register of course for KubeCon China and or North America and all the other events that are coming along. And then share your cloud native journey with us by taking the annual survey. And then just one thing to get on your radar thinking ahead we're in October we're going to be talking about the road to KubeCon. We always do that the month before the event. So if you have a tip or trick to share about attending KubeCon it could be for the first time or maybe from a sponsor perspective or something fun you've done in your booth or a fun story you want to share. Share it with us we'd love to have some volunteers in the next meeting to kind of talk about how to make your KubeCon the best one yet. And with that I think it takes us through to the end yay with time to spare. So just in the back half here, we have some appendix slides as well that kind of go over your membership benefits, as well as where you can find this the slides are lovely acquisition slide as always and then resources as we talked about but that takes us through all positive see if there's any other questions in the chat or anything. I think we're good and we get to give people time back. Well, thank you everyone thank you Katie and Libby for running the, running the deck and the recording today and hope everybody has a great rest of the day. Thanks everybody. Bye.


Hello, everyone. Welcome to Options with Doug, streaming live daily on Bookmap Discord and the Bookmap YouTube channel at 1.30 p.m. Eastern Time. Before I get started, I need to go through the disclosures. General disclosure, all Bookmap limited materials, information, and presentations are for educational purposes only and should not be considered specific investment advice nor recommendations. Risk disclosure, trading futures, equities, and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. The focus of my presentation and the focus of the Options-Doug chat channel in Discord is options, order flow, the impact of options markets on stocks and futures, and the influence of market maker hedging flow on price action. I have a two-step process for trading and the first is planning and I use positional analysis. I look at how traders and market makers are positioned in the options market and how those positions change from day to day to develop a thesis regarding the expected trading range and volatility for the day, as well as a directional bias. And the second step of my process is execution. And I look at real-time order flow in Bookmap and real-time market maker hedging flow in Spot Gamma Hero to confirm my thesis and for setups for entries and exits. And just to be clear, I will be talking about setups today and I will be talking about the setups in the underlying asset. And those setups can be taken any number of ways. For example, the S&B 500 could be taken with futures, spy shares, spy options, and SPX options. So again, the basis of my analysis is the options market and then I will be talking about setups and underlying and some of the basis of my analysis, like I said, watching market maker hedging flow is also part of my execution process. But I will be talking about setups and underlying assets. And questions and comments are welcome. And I will be watching the options-doug chat channel in Discord and the chat in YouTube for your questions and comments. So please feel free to post your questions and comments. All right, let's get started. What I want to talk about today, my agenda for today, first of all, I'll go over some news items, some economic data coming out this week. And then I'll go through my positional analysis. And then I'll talk about setups. All right, so first of all news for the week, the big event is the CPI data that comes out on Wednesday, Wednesday, May 10th at 8.30 a.m. Eastern time shown right here, CPI data. And then on Thursday, the PPI data comes out also at 8.30 a.m. Eastern time. And then finally, the Michigan consumer sentiment number comes out on Friday at 10 a.m. And so those are the big economic data releases for the week. And there are also Fed speakers throughout the week. All right, let's take a look at charts. We'll start with my positional analysis now. And this is Bookmap. This is the SAP 500 futures. And before I dig into this chart, I'm going to take a look at a larger time frame. And this is an SPX chart showing just price and key levels. And these levels, spot gamma levels, are provided by spot gamma to spot gamma subscribers. And I'm also showing expected moves for the week that's shown with this dash purple line. There's the lower and upper edge, the expected move. And then also for the day. And again, this is SPX, lower edge of the expected move for the day. And the upper edge of the expected move for the day. And right now, SPX is trading well within the range of the lower daily expected move in the upper daily expected move. All right, so those are based on the options market. Then again, the spot gamma levels. Let me point out some of the key levels. First of all, this is the put wall. And that is the strike with the largest net negative gamma that can be expected to act as support. And 4000 is also the absolute gamma strike. And that's the strike with the largest absolute gamma. And then here's the volatility trigger at 4095, just below 4100. And that is spot gamma's proprietary gamma flip level. Below that level, market makers position on the gamma curve is negative. In a negative gamma environment, they have to trade with price to hedge their delta exposure. And that tends to enhance volatility. And then on the other hand, like SPX is trading now, above that level, market makers position on the gamma curve is positive. And in the positive gamma environment, market makers have to trade against price to hedge their delta exposure. And that tends to subdue volatility. And that is certainly apparent today with a SPX ES spy all trading in a very narrow range today. And you can just see that on this chart. And this is also, let me point out a one hour chart showing price beginning at the beginning of April. And so there's today. And again, this is a one hour chart showing that SPX is traded in a fairly narrow range since the beginning of April. And then finally, here's the call wall at 4200. And that's the strike with the largest net positive gamma that can be expected to act as resistance. And note this call wall is lower. From Friday, it was at 4300 on Friday and shifted down from 4300. And then the put wall shifted higher from 3904,000. And I'll talk more about that in a minute. So those are the primary daily levels that I follow. The put wall, the absolute gamma strike, the volatility trigger and the call wall. All right, let's take a look at another thinkorswim chart. And again, this is for the month of April, starting beginning of the month of April into the first week of May. And now let's go to another thinkorswim chart. And this is SPX for today. A one day, one minute chart. And again, SPX trading above the volatility trigger, market makers position on the gamma curve is positive. And trading just about in the middle of the lower and upper bound of the expected move today. Very narrow range. And that is typical after, first of all, a big move on Friday. A range expansion leads to contraction or consolidation. And also a positive gamma environment. All right, so let's take a look at the book map now. And a very narrow choppy range again. And the key levels that are in play for today. And I'm showing these on my cloud notes columns. They're, I don't see any levels shown on the spot gamma cloud notes. But these are my cloud notes. So this is the 41 30 SPX 41 30 noted as support in the spot gamma AM founders note. And this is spy the spy 412 large gamma two level. And both of these levels were noted as support in the spot gamma AM founders note. And it was, I guess, a kind of a choppy support this morning. But finally at about 1130, this 41 30 level, and the 40 spy 412 did act as support. And again, just about 1245. Now it looks like price is heading up to the spy for 413 combo two level. And that is combining spy and SPX gamma into one level and converted to an equivalent spy number. So choppy range this 40 412 to 41 30 range, roughly held as support. And the ES 41 50 has also been in play today. And that's shown here. All right, so that's the SAP 500. And again, I'm just going through my positional analysis now. And we'll talk about setups in a few minutes. All right, so the next let's take a look at the NASDAQ now. And a much clearer read a nice strong uptrend here in the NASDAQ. And let's go take a look at the QQQ. If you find that chart, I'm going to look at the QQQ gamma levels. So this is QQQ a one day one minute chart showing this 322 large gamma one level has really been in play today. It would acted as resistance in the morning and then support for this move higher initiated down here, then retest of the 322 level QQQ 322 level. So it acted as resistance and then acted as support. And now the NASDAQ continues higher. And now let's go take a look at book map. We'll take a look at the NASDAQ and book map. So Hector, the blue line you look at QQQ that is VWAP. And I'm using in all my charts, I'm looking at a VWAP with a light blue line. So that is VWAP for QQQ. It will see the same thing on the NASDAQ. So I'm trying to be consistent here with a light blue line showing VWAP. And there is the zoom in on this a little bit. So here's the QQQ 322 level acting as resistance and then support. And again, I'll look at setups in a few minutes and see we'll talk about order flow and edging flow supporting this long or a long setup in QQQ and NASDAQ in QQ. All right, so that is the, that's the NASDAQ. Let's take a look at gamma levels. And while I'm doing that, I'll talk about shifts and levels. All right, so let's take a look at the gamma levels here. Let me just refresh this page. These are the absolute gamma levels. I'm going to look at SPX, SPY, NDX and QQQ. Starting with SPX, what this chart is showing is positive gamma or a call gamma above the zero line shown with the orange bars and negative gamma or put gamma shown below the zero line with the blue bars. So this is SPX. There's the 4000 strike and that is the absolute gamma strike. And that is the strike with the largest absolute gamma. That's pretty obvious when you add the orange bar and the blue bar together. And that's also the put wall, the strike with the largest net negative gamma. And that is expected to act as support. And then note the significant gamma at the 4100 level. And that was noted as support as well today. And the SPOT Gamma Am Founders Note and the 4150 noted as resistance in the SPOT Gamma Am Founders Note. So that's a pretty narrow range for SPX, a 20-point range from the support level. And that's the higher support level at 4130. Support was indicated at 4100 and 4130 and resistance noted at 4150 and 4160.  That's the strike with the largest net positive gamma. And that can be expected to act as resistance. So those are the primary gamma levels that are in play today. The ceiling at 4200 and the floor at 4000 for SPX. Now let's take a look at SPI. All right, so there's SPI. And first of all the put wall at 400. The strike with the largest net negative gamma. That's pretty obvious. And then here is the 410 strike. That's the key gamma strike. And that strike did increase from Friday. It was 400 on Friday, so it moved up to 410 today. I interpret that as bullish. And also for SPI, the volatility trigger did shift higher as well from 408 on Friday to 411 today. So for SPI, the volatility trigger shifted higher and the key gamma strike shifted higher. And by the way, for SPX, there was a slight shift higher in the volatility trigger from 490 to 495. And as I mentioned before, the put wall shifted higher from 3,900 to 4,000 and the call wall shifted lower from 4,300 to 4,200. So the range narrowed in SPX. And then bullish moves higher in the volatility trigger and the key gamma strike for SPI. So SPI, here's the put wall 400, key gamma strike at 410, and then the call wall at 420. So there's the ceiling for SPI at 420 and the floor 400 and 410 is the key gamma strike or the absolute gamma strike. Let's take a look at NDX. I'm going to have to do a refresh. Go to NDX now. And here's the only strike with any amount of significant gamma. And that's the 12975 strike. And that has been the call wall and the absolute gamma strike for quite some time. Let's take a look at QQQ. We'll zoom in. So for QQQ, the volatility trigger shifted higher from 317 to 319 and actually volatility trigger shifted higher for SPX, SPI, NDX and QQQ. All the primary index instruments that I follow. So for QQQ, the 310 strike is the put wall, although there's also significant gamma put gamma at the 300 strike. And then the 320 strike is the absolute gamma strike. And also there's significant gamma at the 315 level. But 320 is the absolute gamma strike. And then the call wall is at 330. So the ceiling at 330 and the floor at 310 for QQQ. All right. While I'm on this page, I want to look at one other chart. I'm going to go back to SPX. I'm going to look at the Vana model. And for those of you who've seen this before, please bear with me. There may be new people here that anyway, it's important to look at this every day. I think it's interesting and it gives you a pretty good guide about how market makers may react as price and implied volatility changes. So this is again the Vana model for SPX. And what this is showing is how market makers delta notional or delta exposure changes with changes in price. And that is shown by this light gray curve. So this light gray curve is showing how market makers delta notional changes with price only. And what this is showing is above around the, let me check this price level, above around the 4120 level, market makers delta notional will start to increase as price increases. And they will have to sell futures to hedge their delta exposure. And again, that is typical in a positive gamma environment. And this purple curve adds implied volatility changes and applied volatility to the equation. And that is takes that takes Vana into effect. Vana is the change in delta with the change in applied volatility. So what this is showing is that market makers position on the gamma curve above, let me just check on the level. So above around 4175, 4178 here, market makers position on the gamma curve, their delta notional will increase and they'll have to sell futures. But what it is showing is that with an increase in price, market makers will not have as much delta notional to hedge as predicted by the gray line, the delta only line. Then on the other hand, let's check the price of SPX right now. So right now I have SPX at 4137. So that's shown around here where my cursor is this vertical line. So what this is showing is when you take implied volatility into account, that as price increases from that level up to a certain point, market makers will actually be, their delta notional will be decreasing and they can buy back short hedges. So they will actually be buying up to a certain point and then as this curve shifts higher, then they'll have to start selling futures. And then on the other hand, if price really drops and implied volatility increases, they'll have to start selling futures. Right, I hope that makes sense and gives us some guidance about what how market makers may react today. And this is based on their position at the beginning of the day. And of course that will change over time. All right, so we talked about the levels that are in play for today, the shifts in levels from the previous day, and then also market makers position on the gamma curve. And right now for the index products, they're all above the volatility triggers. So in a positive gamma environment. All right, let's take a look at some setups. I'm going to start with the S&P 500. And for those of you who may not be familiar with this chart, this is hero. This is spot gamma hero, showing hedging impact in real time. It's H I R O hedging impact real time options. This is showing price with the white line. And then the options trades and market maker hedging activity shown in terms of a notional delta notional value with a purple line. And this is combining the S&P 500 SPX, SPY, XSP, and ES futures into one signal. And XSP is not significant. So this is really just showing SPX, SPY, and ES futures. So note this is overall for today, it's gone up and down, giving a pretty strong confirmation for up and down moves in the S&P 500. And then, but overall net bullish, this number, this notional value is about 1.5 billion positive. Let's take a look at the individual components of this. And then I'll take a closer look at the S&P 500 setups. So first of all, we'll take a look at SPX. And SPX is positive, just like the total signal, but it looks like it's making up about a third of that signal at about 500 million. And again, a strong confirmation up and down, confirming the price action in the S&P 500 SPX. Now let's take a look at SPY. And there, you can see the number here over on the right, as well as on the screen there. So that's positive 1 billion shown here as well. And again, strong confirmation between options, trades, hedging flow and price action in SPY and the S&P 500. So we have SPY and SPX, both positive notion of value. And Hector asked on the hero chart, do you have an interpretation where the purple line crosses the white line? No, I don't. I don't look at crossovers. I'm just looking at the general trend of the line, of each line separately. And I, you know, they're shown at the same time. So I can see that, you know, generally here, hero is rising at the same time that price is rising and vice versa. Price is falling as at the same time that hero is falling. Sometimes hero acts as a leading indicator. And sometimes it acts as a confirming indicator. And here, looking at the overall picture, it is acting as a confirmation today price. Yeah, Hector, I'm looking for, actually, I posted this, scroll up in Discord, option stash, chat and Discord. And I posted my two setups using, using hero. The first is, and my favorite is a divergence, where heroes going one way, price is going another. And then I look at book map for potential reversal point, that would be a level where I would expect to see a reversal, like a key gamma level or round number level or a high liquidity level or hopefully, hopefully a confirmation of all. And then a confirmation, I see that level potential reversal level in book map, as well as a confirmation of order flow. aggressive buyer sellers coming in iceberg orders and stop orders tend to come in a little bit later and start to fuel the move higher or lower. All right, so that is SPX spy. Now let's take a look at ES futures. And there, that number is a small negative number. So really, if you just look at notional value, SPX and spy are dominating the S&P 500 price action today. All right, let's take a look at book map now. So we know that traders have overall net been taking positive delta positions. Let's just see what they're doing. So they're buying calls and buying puts. And that's shown the calls are shown by the rising orange line. And we can see that notion of value 2.1 billion. And we can see that this blue line, this notion of value is minus about 485 million. So call buyers are winning. So they're buying calls and buying puts. And the call buyers are winning. All right, let's go take a look at book map now. And we'll go back to the total signal. Go look at book map. Let's go back to the S&P 500 and pretty choppy session. And it looks like this is seems to be finally resolving higher here with this final test of the spy 412 large gamma two level. Again, noted as support and the spot gamma M founders note and heading up to the 413 level. Let's just zoom in on this. So not a not a clear read in order flow up to this move higher. Just clean this up. And an interesting move here this large with this large green volume dot looks like a stop run. And I can tell by this number with the green dot there, stop by stop orders. Also shown by this sharp move up here in the yellow line. And also the dark blue line showing cumulative volume delta increasing sharply. And notice finally, there were some large crater there with resting iceberg borders to sell at 4150. And it looks like they did not get their way and price now has resolved higher. Found supported VWAP and now trying to make it up to the 413 level. So choppy morning session and finally a more clear move higher in the afternoon. Let's we'll just take a look at maybe some of these moves higher in the morning. So we'll go back to hero. Let's zoom in on this. And given the increase in the absolute gamma strike for spy and the increase in the put wall for SPX, my thesis for the day, my directional bias was slightly bullish. Again, a positive gamma environment. I'm looking for a narrow trading range today, but leaning, leaning bullish. And these setups were confirmed with hero both at 1040, 1130, and then around around one o'clock. So let's remember those times 1040, 1130, and one o'clock. And we'll go back to book map. Take a look at order flow. So here's the first setup. And there's a trend break, trend break, and then a move higher above the 412 level. We just scroll. Then price reverses lower. Note the large iceberg selling into the move higher. So there was the first move higher confirmed by order flow, the increasing cumulative volume delta and stops all over some more. Here's the second reversal higher. And then the final didn't quite make it to the 413 level. Let's just see what. All right. So let's move on to NASDAQ. Spent enough time with this. The NASDAQ was actually a much better setup today. So here's NASDAQ. And this is really, you can see the bullish order flow. Was this a news event? This looks like a pretty sharp move lower. I don't know. Does anybody know? Was there any news that came out of Fed Speaker? RJ says loan officer survey. All right. So anyway, let's take a look at NASDAQ. Nice long setup here. Trend break, order flow shifts, bullish. Note the rising cumulative volume delta. And you can just see the green dots coming in. And market buy orders. So there was the first setup, that trend break just above 322. And then a nice second entry there at the retest of the 322 level. And that set up a move higher from around 13285 up to 13350 in the NASDAQ. Let's go take a look at hero. All right. So Hector, I'm going to talk about the best setup today. And that was what I just talked about. This move higher right around 1045. This trend break. You can see the order flow shifting bullish. So yeah, you could have traded this chop. You have plenty of good bearish setups here as price was making lower highs. And I did catch one of those. But the best setup was this, I think the most obvious setup was this retest of the 322 level with this bullish order flow. And now let's go take a look at, let's go take a look at hero for NASDAQ. So I'm going to take a look at the combined signal for QQQ and NDX. Let's zoom in on this. So here is the initial reversal higher. And then there's the retest of the 322 level QQQ, 322 level. And note this large block order here as hero continues up. Large block order and then hero continues up again. And generally trending higher. And I'm looking at this overall trend here and up until just a couple of minutes ago it was bullish. I'm going to scroll just a little bit to the right. So net not literally as much notional value as the SB500, but definitely bullish. Combined signal for NDX and QQQ at 421, positive 421 million. And let's just see what they were doing. So they're buying calls and note this block order was someone large institution selling puts. And in YouTube, all right, ask or I am looking at NASDAQ now. This is what I think. And so what caused the current sell off and in discord RJ posted it was the loan officer survey. So that must have been what triggered the move. All right, so I don't have access to news feed right now. So I'm not watching that. So I'll trust RJ on that. All right, so traders for the NASDAQ buying calls will zoom all the way out. And interesting that they did, there was a slight lead in this move lower note hero makes a lower high price makes an equal high and then drops. So let's just go take a look at NASDAQ and see where that move lower occurred. And that was at the 13,350 level. And you can see the order flow shifting note the shift from green dots, market buy orders, aggressive buyers, and then the shift to pink dots, aggressive sellers at that level, and then price drop sharply. All right, let's take a look at some stocks. Unless there are any more questions about the index as S500 and NASDAQ. All right, let's take a look at some stocks. So first of all, the best stock set up today was definitely AMD. Nice strong uptrend and AMD. Let's take a look at hero. We'll go take a look at AMD. And for some reason, this page keeps refreshing. I can't. Every time I sort it, it does not stay at that. So I'm just going to go over here to the right and grab AMD. So here's hero for AMD. Let's take a look at what traders are doing. And they've been buying calls that show them by this orange line. They've also been buying puts, but call buyers are definitely winning today. Positive 128, 121 million versus negative 34 million for puts. So they're buying calls and buying puts. Call buyers are winning. And ask our Apple and Tesla, I will take a look at both of those stocks. This was the setup that I wanted to highlight for stocks today in AMD. Definitely a great uptrend. And as a stock buyer, if you're looking for a long entry in a stock, this is exactly what you want to see. This rising orange line traders buying calls, market makers are selling the calls, and they have to buy stock to hedge their delta exposure. Market makers want to remain delta neutral. So they have to buy stock as they're selling calls. And that can drive a price, drive a stock price higher. And note also how price levels off as price, as traders stop buying calls. And price levels off as traders again stop buying calls. All right, let's go take a look at bookmap. And we'll take a note of one other thing is 90 is the key gamma strike. And we'd note that price did do a final test of that level and move higher. At least that's what appears to be the case from this chart. Let's go take a look at bookmap now. There's AMD and there is that FEST final retest of the 90 key gamma strike. Nice five point move to the 95 high liquidity level with AMD. Straight shot up. And a great way to play that would have been to buy a call this morning. Let me just point out one other thing. Another signal that you can look at here in hero. And again, this is jumping around. So it may be a little bit. Maybe this will be stable. But this hero signal this morning, it was stronger with hero rising. This is showing the compares the heroes signal for the last five days and last 30 days. So the signal current signal is shown by this dot, the white dot. And it's comparing to the total range that's the 30 day last 30 days. And then the colored section of that is the last five days. So this morning it was further to the right showing that the current hero signal for today is was in the high end of the range for the last five days and last 30 days. And you can sort stocks by that hero signal. Again, this is refreshing frequently. I don't know why. So it won't it won't remain that like that for very long. But you can just see that. Let me just go back and try that again. Netflix strong signal, Google strong signal, Apple strong signal, AMD. All right, so let's take a look at Apple now. And a choppy session in an apple. No spot gamma levels in play for today. Let's go take a look at book map. And again, this was the I think AMD of the stocks that I follow. Definitely the stock of the day. There's that ball narrow, narrow trading range. And if price does continue higher, this 175 note the high liquidity at that level. Orders that have been in the order book to limit sell orders since the RTH open. And those orders tend to attract price. And that's one of the great things about trading stock and using book map. You can see those liquidity levels. And again, they stay in often stay in the order book all day and or until they're filled. Right. So that's Apple. We've looked at AMD. Let's take a look at Google. Another strong uptrend of Google. Let's go take a look at Hero and note these stocks were were barely phased by that news, especially AMD and Google. So let's go take a look at Hero. Let's go back. Look at Google. And for Google, the same thing as AMD call buyers, driving price higher. So looking for a long setup. There it is. Look for call buyers. And this is somewhat of a let's zoom in on this kind of a nice divergent setup in the morning. Quick move higher with call buyers. And they're not selling. And then price makes a couple of pullbacks, good entry points. And then traders resume. Oops, wrong tool. Traders resume. Sorry, I thought I picked the arrow. Traders resume. Buying calls and price moves higher. So that's Google. Let's take a look at Microsoft. And for Microsoft, this is a confirmation short. Hero falling. Price falling. No spot gamma levels are in play. And traders are selling calls and buying puts. And it looks like the call sellers are primarily driving here. So they're selling premium, selling calls in Microsoft. Could be taking profits on calls they have purchased recently. All right, let's go take a look at Bookmap. Take a quick glance at Meta. We may go back and take a look at Hero for Meta. Here's Microsoft. And just the opposite of AMD. Short setup. Confirmed by Hero. All right, let's take a look at Nvidia. Let's go take a look at Hero. And so why, by the way, 290 is the key gamma strike. We'll take a look at Hero and then we'll come back to Bookmap. We'll go to Nvidia. And this is very typical price action for Nvidia. Note the chop in this case for about the first hour. And then price finally starts to move higher as and at the same time, traders start taking positive delta positions and price moves higher above around the 284 level. So I'm just going to zoom in on this just a bit. So it looks like in this case, price was actually leading options traders a little bit. And price, once it gets going, moves up to the 290 key gamma strike shown here. And note the sharp drop in Hero here. If you're looking for a short setup, this might be a leading indicator of a short for Nvidia. Let's go take a look at Bookmap and we'll take a look at the first of all, the long setup in the morning about 1030, 1040. So let's zoom in. So here's that morning chop up until about 1040, 1035. Final retest to the 284 level. And this order flow is mostly bullish. We'll just take a look at cumulative volume delta here. Note I'm looking at all the green dots. So while price is chopping in this range, there are a lot of aggressive buyers coming in, shown by the rising cumulative volume delta. And then price, again, does a final retest. There's a lot of absorption buyers absorbing the sellers and price moves higher. So pretty easy read in order flow here with this 290 key gamma strike. Right. So 290 key gamma strike and all the liquidity at that level. Let's just zoom out. And we'll see that prime finally price did did make it up to the 290 level, the 290 key gamma strike. Right. So Hector asked when hero line is going down, price is going up. There's a strong heat map. So I so first of all, if hero line is hero line going down price going up, I'm considering a potential reversal. And I'm looking at overall order flow in and book map for a potential reversal. So I know that the 290 key gamma strike could be a potential reversal point. So let's go take a look at we'll go back and take a look at hero. So we know that price reverse lower just about 2pm. So let's go take a look at hero now. And this is more, I look for this type of setup more in the S&P 500 than I do in stocks. So it looks like this, again, hero moving lower. And then price reverses did not last long. Looks like a buyers came right in options buyers and are taking positive delta positions and price moves up again. So let's just see if we can get any clarity about exactly what options traders were doing in the afternoon session. So really it looks like what they started doing is started buying puts, then price moves starts to move lower, they stop buying puts, start buying calls again, and price starts to move higher again. So that was a very short kind of a short scalp more than anything that, you know, the overall long term trade for today for Nvidia has been long. All right. And Hector asked, could you tell me please why you look that sigma more on S&P 500 not stocks just from experience, just from observation? I've been using this for quite some time and that's what I have observed. And then we'll wrap it up with Tesla here for Tesla. There it is. And Tesla, there's usually a very strong correlation between options, trades, hedging, flow and price action. So there's hero for Tesla. And then let's take a look at book map. So that that move lower and Nvidia did not last long. And there's Tesla. Let's see if there are any spot gamma levels that are in play for Tesla. And no, they are not. All right. So Tesla confirmation short, long, short, long, and now price has started to move lower as the hero signal shifts down. All right. So that's Tesla. Let's take a one final look at the S&P 500, still bullish, still total signal. It looks like that sharp reversal was or drop lower was quickly reversed as options traders came in and quickly took positive delta positions. We'll go take a look at. Let's take a look at the NASDAQ signal. Then we'll take a final look at book map and then call it today. So that's the S&P 500. We'll take a look at the NASDAQ. Now it looks like here the options traders have not reacted as strongly as the S&P 500 options traders. This this line is pretty flat compared to the hero line for the S&P 500. All right. We'll wrap it up with book map. We'll go the S&P 500 and see the sharp reversal lower and then the quick recovery back up to the 413 level. So that is the ES, then the sharp reversal lower and here this up move is confirmed with order flow. Both the note the aggressive sellers, all this pink dots and then the aggressive buyers come in very sharp reversal. All right. My time is up. I think I've covered all the stocks that everyone mentioned. I want to thank you for watching. Thanks for your questions and comments. And I will see you tomorrow.


Hi, my name is Ryan Guy and today I'm here to talk to you about some of the tools that you can use to enhance the research process. Over the many years that I've been part of academia, I've been collecting a bunch of different tools that have been useful to my research process, and this lecture is a chance for me to go ahead and share some of those tools with you. So without further ado, let's go ahead and move on forward. So a bit of an overview of where we're headed, I'm going to start by talking to you about the Firefox web browser in terms of being a good browser for conducting research. From there I'll talk about the importance of having a full featured office suit and I'll introduce you to OpenOffice. Moving on from that, I'm going to spend several minutes talking about reference management software, the program Zotero, which is a plugin for the Firefox web browser in particular. After that, I'll talk about doing research paperless and I'll go over a couple different software tools that are available to help with that. And finally, I'll cover a really nifty tool for file backup known as Dropbox. Let's go ahead and get started. Alright, so the first thing I want to talk to you today is a research web browser in the form of Mozilla Firefox. Now I like many of you use a variety of different web browsers. However, today I'm going to try to convince you that when it comes to doing research, it is really handy to have a browser that you use specifically for doing research and I suggest Mozilla Firefox to fill that category. So why Mozilla Firefox? First off, friends don't let friends use Internet Explorer. There was a point in time where many of us early adopters to the Internet all used Internet Explorer. It's what was out there, it's what we had, and many fond memories of watching Hamster dances and other things on the Internet via Internet Explorer. However, since then, things have gotten better and in that, for that reason, I suggest using a more advanced browser such as Mozilla Firefox. A couple of the reasons for that. First off, as I'm going to be covering today, there are a variety of different plugins that are available for the Firefox program that can help in the research process. I'll be going over Zotero in depth and you'll see why that is. Next thing, it's important to have stability. Now while I will say that Internet Explorer has gotten a little bit better in recent years than it used to be, when it comes to having stability, I would say that Firefox is significantly better on that frontier. There's nothing worse than being buried in the research process, finding a really good source, only to have your browser crash right in the midst of it. For that reason, I again recommend Firefox. Finally, like many of the programs that I'm going to be talking to you about today, Firefox is a free program that you can go ahead and download. So let's talk about how you do that. Getting Firefox on your computer is a really easy process. Just go ahead and open whatever web browser you're currently using and navigate to www.firefox.com. When you do, a page that looks like that will come up and just go ahead and click on that green button that says Firefox Free Download and that's going to take you to a site that's specific to your computer and operating system. And from there, just go ahead and download it, follow the prompts. It's a really easy setup and you'll be up and running in no time. All right, moving on. The next thing I want to talk about is the importance of having a fully featured office suit and I'm going to introduce you to openoffice.org. All right, so why open office? It's really important when you're doing heavy duty research that you have a fully functional office suit. Now, many of your computers may have come bundled with a variety of different office type programs. For the most part, those tend to be starter additions or previews. I don't really have anything against the Microsoft office suit. I used it for years and years. I think it's a fine office suit. If you have a full version of office, you're probably fine. However, even though I've used office, I really like openoffice. What openoffice is is an open source alternative to Microsoft office. It's fully featured and has all the functionalities that you expect for Microsoft office, but it's in a free package that you can go ahead and get. So if you're one of those people that's using a starter addition or using works or pages or something like that, I think you're going to find that's insufficient, plus it doesn't allow you to use all the cool tools that I'm going to be talking about next. So you can go ahead and check that out. And if you're kind of a war college student, you want to save a couple hundred bucks, you can go ahead and download openoffice for free. And it'll give you all the features. You can see download from the splash screen. It's got word processors, spreadsheet, presentation, like drawing, database, pretty much anything that exists in Microsoft office. There is an Agiles tool available in openoffice. So you can go ahead and check that out. So how do you get openoffice? The process is pretty simple. Just go ahead and navigate to openoffice.org. And there'll be a variety of different links in the page. The one you want looks like this. And it says, I want to download openoffice.org. Click on that. And then again, it'll take you to a page specific to your computer type and operating system.  And just follow those prompts. It's a really easy installation process. And you will be up and running. All right, the next thing I want to talk to you about, I'm going to go a little more in depth with. And that is reference management software, specifically in the form of the plugin for Firefox, known as Sotero. So I'll give you a little bit of background on this. I've been in school for a while. And when I was a little freshman just starting off in the research process, we'll say that my methods to conducting research were pretty messy. Early on, what I would do is I'd grab a pad of paper when I was beginning to write a paper. And as I did my research, I would scratch down there. I'd kind of write them all over the place. And I ended up with something I looked a lot like this, which was an utter mess. When it came time to sit down and actually write the paper or try to put together the reference page, well, let's just say things got creative at points. So this wasn't very effective. As I went on with my education, I developed a little bit better process, which was the index card technique. And what this involved was as you did your research process and you came across good sources, you would go ahead and write down their full reference on an index card and keep track of those. And then on the back, you would go ahead and write all the notes you had, page numbers, that kind of thing.  When it came time to do the reference page, you could go ahead and just pull those out and type them up front end and keep track of it. Significantly more organized than just scratching things down on a piece of paper. However, a ton of work. And as a person that's always been kind of the technology, I was a little unhappy with this low tech alternative. So I started to look for something better. Early on in my education, there were a variety of kind of burgeoning online tools, as well as software programs that assisted in the reference management process. For one, the landmark citation machine is something I used a lot. It was a website, go on, you know, enter all of your sources manually one by one and it would go ahead and generate a word document that has your references on it. Kind of the pain in the butt, but spit them out correctly, got the citation right, which was something that I was really happy for. Over the years, a lot of different programs have kind of come and gone. To this day, InNote is a program a lot like Zotero, which I'll be introducing you next. However, my main problem with InNote was that it cost money. And I was a broke college student and wanted something for free. So I kept looking and fortunately for me, I stumbled upon Zotero. So one of the big things that I liked about Zotero was that it was another open source program. For those of you who are not familiar with what open source is, open source programs are software that is developed in a collaborative process by community programmers that have come together and created different steps of code and ultimately are packaged together in free software that is downloaded and available. So what Zotero is, is it's actually emerged as a plugin for the Firefox browser. I'll talk about this in a second, but there are standalone versions in the works that are coming out. But basically what it does is it is a iTunes-like program that will keep track of your references for you as you go through the research process and generate works cited pages for you where it references pages for you when that time comes. However, it does a lot more than that. Since it is a user-friendly iTunes-like user face, you can go ahead and search for your items, put them into collections and keep track of them based on class or paper or other research project. When I first found it, I had been using the research card method or the index card method. So it allows enhancements. You can go ahead and attach notes, images, things like that so it allows for a much richer version of those notes that I was writing in the back of the index cards. And you can go ahead and tag references. So if you're, say, working on a project on Facebook, you could add a Facebook tag. And then any time that you need to look that up, there's a nice little search bar. You can search for that and it'll bring up everything that you've tagged Facebook. Can be really handy when you've done a lot of research and have a really big library. So some of the reasons why Zotero is awesome. As I mentioned before, early on, I was using that Senate citation machine, which was handy to crank out those reference pages.  So Zotero has automatic citation imports. So when you're on popular sites like Google Scholar or Epsco Host or a whole variety of other ones, it's just a simple click, boom, and the citation in many cases, the full text PDF are downloaded directly into your library and kept track of. You go ahead, you can set up sync with it. It'll sync across multiple computers. You can take notes. And like I said, it is organized a lot like an iTunes playlist, which makes it really user-friendly and easy to start using, even if you're not super tech savvy. So some of the helpful features that are available inside Zotero. First off is the citation export. Now you may find yourself spread across different disciplines that require different format guides. For one, in the departments that I work in, we require APA formatting, but if you're working on English paper, you may have professors that require MLA. Zotero will spit out whatever format you tell it to, and it's literally got 20 or 30 different formats. So if there's something that you're using, it's in there and it can crank those out directly for you in a really easy way. Like I said before, there are standalone versions in the works. However, I like the version that runs directly in Firefox. It's handy and less buggy and it's tried and tested and been around for a long time. You can save notes in multiple languages.  So which language tool becomes super handy. And like I said, when you're doing that automatic citation import, it will go ahead and grab full text PDFs, files. It'll archive websites. One of the problems that came up a lot in my research, my thesis, is that I was looking at a lot of different websites and I'd visit a website one day and be like, wow, this is really great only to come back to the next day to find that it had been taken down or moved. Zotero will go ahead and create snapshots of those sites, archive them and that way anytime that I need to go back and look at it, I could and that made my life a lot easier. All right, the next big thing that is super helpful about Zotero is the integration plugins that it has with your full featured word processing program, specifically that of either Microsoft Office or Open Office. What Zotero can do is there's a plugin you can download that'll connect Zotero to your word processor. So when it comes time to write a paper and you're doing those pesky parenthetical citations is a button that will show up on your screen.  And so you don't have to worry like, did I cite that, did I not cite that? Anything that you cited will be read in and spit out in the format that you specify. So super handy. And when you've done large projects like I have where you've got, you know, hundreds of sources they can save you hours and hours of time and frustration. So how do you use Zotero? As I mentioned, there is a Zotero 3.0 is going to have a standalone version that will work with multiple browsers, specifically that of Chrome and Safari. I believe someone's even hacked it to work with Internet Explorer. I do not recommend that. Remember friends don't let friends use Internet Explorer but what I'm gonna be talking about today is the Firefox plugin. I think that that is the tested and true method and it works really well. So that's what I'm gonna recommend for you guys in the meantime. So set up process is pretty simple. Just go ahead and I'll walk you through it right here. So first thing that you wanna do is hop on your browser and navigate to www.zotero.org.  I'm gonna just go ahead and follow along with the video. Once you're on the Zotero website, big red button bringing you to the screen and there's a few different versions out there. Like I said, if you're using Firefox, just go ahead and click on that. It'll download the plugin for you. Then at that point, the screen will pop up, click install now. And then go ahead and restart the Firefox browser. It can take a little bit of time for it to come up depending on how fast your computer is. I find anywhere from five to 30 seconds seems to be about how long it takes for it to come up. Once it's finished, it'll bring it back up and it'll let you know that Zotero is now successfully installed. The next thing that you wanna do is go ahead and install those connectors for your Office Suite. So if you go back to the Zotero homepage download page, where you click that red button you get to, scroll down and there's a link for word processor plugins. Go ahead and click on that link and it'll take you to a page. This page's got all of the plugins for the different types of word processors out there. Just go ahead and select the latest one. If you have Microsoft Word, there's a link up there for that. This demo shows how to do it for open office but the process is basically the same. So select the plugin that matches your platform and your word processor. So here, again, brings up a plugin, click allow, it'll download the plugin. Once that's done, it'll bring up the screen. Just go ahead and install the plugin and then it'll prompt you to restart your browser. Same process before, give Firefox a couple seconds to restart and then just follow these prompts and then it'll get you set up and connected with your word processor. All right, so that's pretty simple process at this point. You'll be able to go ahead and access Zotero and I'm gonna walk you through that process next. The main way that you know that Zotero has been installed is that the Zotero logo will then show up in the bottom right hand corner. All right, so after you've installed you can see that little Zotero logo will show up here in the bottom of your web browser screen. Click on it and it'll bring up your library. Right now this library is empty but I'll go ahead and show you around it a little bit more once we put some things into it. So adding citations to Zotero is a pretty easy process. When you find yourself doing research most of the sites that you go to will have an export option that will allow reference material to be able to import it directly into a program like Zotero. The thing to watch for is up in your address bar you'll see little icons like this whether you're on a library catalog or even like amazon.com it's the little book thing, click those. Documents when you're on an EPSCO host or even newspaper articles if you're searching something like ProQuest or if you're on LAtimes.com. If you go ahead and click those Zotero will automatically import the reference and in many cases the full text PDF into your Zotero library. So I've gone ahead and imported a few in here and you can see how it looks like. Like I mentioned it's very iTunes like where you've got over here your main library you can add sub collections, organize references in those. Over here in the middle you'll see where all of your sources start to build up. You can click on those and then over here on the side the details show up and you can go ahead and edit those details make sure that things appear as you want. Occasionally especially when accessing really old articles you may find that some goofy things happen like the citation imports in all caps you can just right click on it and it'll give you a transform text option and you can change those lower case or go ahead and just manually fix things themselves or if you know you find like a DOI or something that you wanted to add later and you can edit there. Anything that you edit in your Zotero library will automatically be propagated to any documents that you've created in Word and will keep things up to date. So you just change the stuff in Zotero and then it'll spread out to all of your other documents that way. You have the most up to date versions. This is really handy when you find yourself using sources from course to course and paper to paper because if you find more things about those sources you can update them but for the most part when they import in they're pretty much good to go and ready to site. All right, so sources that you can add to Zotero there are a wide variety of sources that you can add to Zotero. I'm not gonna go over them all but pretty much if it exists out there on the web you can go ahead and click on them or put them in through a variety of different means and have access to them. So blog posts, books, VCs, conference papers, encyclopedia articles, laws, interviews, et cetera. Wide, wide variety of things. You can think about it if you can find it and there's a way to site it. Zotero will go ahead and help facilitate that. All right, so moving on. So there are several different ways that you can use Zotero to create a reference page. First off you can go ahead and drag and drop sources so if you've got Zotero open you just click on the source, drag it on over, drop it on any text box and it'll go ahead and spit it out. You can also right click on the source and or hold down the shift or control button, select a bunch of sources, right click and there's an option to create bibliography from selected items. It'll pop a window that looks like this. You select your style guide and you can either copy it to the clipboard or have it spit it out as an RTF or HTML file you can open and put into your word processor. And then the best way to do that is to go ahead and use the built-in word processing plugin that we installed, and that connector back to your word processor and I'll talk to a little bit about how that works now. So I'll just briefly get a quick video here to show you how you can manually create a reference page. So we'll just go ahead and watch this real quick. So as I mentioned, that process is pretty simple. If you don't want to use the connectors you just go ahead and select the sources that you want to use. And like I said, if you hold down the shift or the control button you can select multiple sources at the same time. So I'll see here I'm selecting a few different ones. Go ahead and right click and select the create bibliography from selected items. And there it is, APA. Go ahead and save as RTF file. Just go ahead and rename that and save it. All right, doing some research on Facebook here. So Facebook bibliography. And then at that point, I'll go ahead and click over to that and open that up in my word processor and boom. There's the correctly formatted APA works cited page that I would want to put in a paper on this Facebook research. So that's really all there is to that. All right, so obviously you can do it that way but as I mentioned, the best way to go about it is to use those connectors. I've been using this for years now and I honestly couldn't imagine going back and doing it the old fashioned way. So once you download that plugin and if you use an open office, it'll show right up in your toolbar. If you're using the new version of Microsoft Office, there'll be a separate little tab called add ons. Click that and you'll see a toolbar that looks just like that in there. Toolbar allows you to do a variety of different things. Most commonly this button here on the far left is the insert citation button. Click on that, it'll bring up your library and you can go ahead and insert any source parenthetically into your paper and boom, that'll pop up. I'm going to go back, change, you realize, oh, you know what, two authors talked about this and you need to add multiple sources. Click on that source you've already added, click the edit button, it'll bring it back up, you can modify it. When it becomes time to create your references page, click on this one on a separate page, boom, it'll read through the document and go ahead and create your references page for you. I'm going to go back and edit some of the options about that, here's an edit for that. If you've made some changes in Zotero, fixed capitalization issue or maybe added a geologic identifier, just click this refresh button and it'll go through your document and make sure things are up to par. A little demo of how parenthetical citations work and we'll go ahead and watch that now. So I've got a sample paper that I created here just full of junk text, so I'm just going to take you through the process of adding sources. Obviously, it's surprising what you would do as you go, not once your paper is done, but anyways, I've clicked at the end of a sentence and I want to go ahead and insert a citation, so I clicked that insert citation button. Now at this point, got my library open, select the correct source and boom, went ahead and added it in and I'll go ahead and add a few more, so down here I'm just going to show, like say I was citing something or direct quoting, go ahead and click on that again and insert citation, click on my source. Since I'm direct citing, I'm going to go ahead and put a page number in here where I got that quotation from, theoretically in that text, click okay and that time it did it as if I direct cited, show the page number, which is me doing APA. This time we'll say that Mola Morris is a, go off, go ahead and suppress that author. And boom, that's just as if Mola Morris was a actual author, so you can see you can do that option as well. So here is the process of adding multiple sources in. You can see that I'm choosing a few different sources. Go ahead and add those and you can see all those showed up as if I was adding from multiple authors. And all right, so now once I've done that, I'm going to scroll down to my blank references page and I'm going to head and click the insert bibliography button, third one over and boom, it read through my paper, saw everything that I cited and went ahead and created an APA formatted references page, so it's good to go. As you can see, this process is super easy. If I do decide that I made a mistake, I decided something, I forgot to cite something, I can go ahead and go back, click that edit button, it'll bring up that screen and I can edit the way that it looks, make changes to it or even change the citation if that is something that I decide that I need to do. And then at that point, so here I will automatically update it if I click the refresh button and I can go back down and I can see the changes that I made have already been put into play. All right, so that's the Tarot in a nutshell. Like I mentioned, it's a great program, I recommend you check it out. So the next thing I want to talk to you guys about is doing the research process paperless. Now I have definitely paid my dues, it scares me to think about how many trees and reams of paper I've used over the tenure of being a college student. But something that I switched to a couple of years ago was doing my research process paperless, which means that I no longer print out any of the journal articles or sources that I come across, I have them all online for the most part, even the books that I use tend to scan in and read and annotate them all online. The key thing that doing this successfully is having a good PDF annotation program. I've played around with the different ones that come with either Macs or PCs, primarily Preview or even the Adobe Reader and why they have some of the options. I find that they fall short on some of the tools that I find that I need when doing paperless research. So I'm just gonna go over a couple different programs, one for PC and one for Mac that I find are really well-featured and free that you can use to do paperless research. So just to kind of review why PDF annotation software. Paperless research I think is kind of a smart choice, particularly as you start doing more in-depth research. One of the things that kind of has fallen upon the next generation of students and scholars is expectations are raised. When it was more difficult to access sources and access research, I think that expectations were lower. However, that is no longer the case. With the dawn of the internet and E-libraries and connected libraries, it is now possible to get a huge variety of sources and to get them pretty easily. As a result, the amount of sources that you're gonna see professors require in papers is gonna continue to go up and those expectations are gonna continue to go up. And with that, it becomes more of a burden to try to print out and access everything in a paper format. And I imagine that some of you guys trying to constantly pay for copying or buying ink for your printers is a ridiculous process. So paperless research is a way to knock all that out. So the reason you need a good PDF annotation software is to kind of overcome some of the limits and have a full set of annotation tools. So I'm gonna show you here the one that I use on my PC, which is the PDF exchange program. I've got a quick view of how annotations work. So when I'm doing research, I pull up my journals and I open them in the PDF exchange viewer program, which is a free program that you can download. And as I'm doing my research, there's typewriter tools and so I'll go ahead, just like I would if it was a paper research and I'll type my notes in the margins, jotting ideas down, notes to myself, things to pull up later. Typewriter tool is really handy for that because you can just go ahead and mark them up. As you go, there are a variety of other tools that are available. You can highlight things, just like you would do if you had a highlighter. You can underline, cross things out, change colors. For me, when I was doing my research, things that were interesting that highlighted yellow, if it was a source that I wanted to look up, I usually highlighted blue. Sometimes I would color code different research focuses based on the highlight color and that would help me create a system that works for you and go with it. As I mentioned before, you can go ahead and use that typewriter tool to just jot down the margins, PDF exchange as well as the other program for Mac that I'm gonna talk about. Has sticky note functions. You can just go ahead and stick sticky notes over on the side, take longer notes with those and include formatting, which can make life a little bit easier if you wanna copy and paste things and do a paper later on. And I mean, there's a ton of different things that you can do. You can draw on these, you can create lines. If you directly double click on a highlight, you can add notes to the highlight telling yourself why you highlighted. I might definitely come back to papers years later and looked at source and be like, I have no clue why I highlighted this or why I thought it was important. So adding a note to that can be a useful way. So as I mentioned, draw lines, connect things, mark them up and the great thing is, unlike if you printed it out, you can delete these later on or start with a fresh copy. So that is annotations on PDF in a nutshell. So let's talk about a couple of the different options. So PDF exchange, which I just demoed, there is a paid version and I actually eventually shelled out the, I think, 20 bucks that it was for the paid version just because it had some cool export features and cropping features that I needed for editing and things that I was doing. But free version is what I have on my netbook. It works great and I use that for a long time. So to get that, there wasn't a quick and easy short version. It's hosted on the cnetdownloads.com site. So you can either go to this URL, tiny.cc forward slash 5vc0k or just go to downloads.com and search for PDF exchange viewer and it'll bring it up and then just go ahead and click download now. Super easy installation and you'll be up and ready to go. If you're a Mac user, unfortunately, PDF exchange does not work on a Mac but I have found a program that I use on my Mac that works just as well on the Mac platform and it's a program called skim. It's another one of those open source programs that I've been talking about today. So to get skim, just go ahead and navigate to skim-app.sourceforge.net and that'll bring up a screen. It's got some information on it over on the side. Just look where it says current version. Constantly changing but go ahead and click on that current version, download, follow the prompts, set it up, great program, pretty sure all you have to do is download it, mount the disk image and then drag and drop it to your applications. Boom, installed and you'll be ready to go and all those same annotation features that I just showed you in PDF exchange. It's got the same tools in skim and it'll allow you to conduct that paperless research process. All right, so the last thing that I wanna talk to you about today is file backup software. There is nothing worse than working on a long research process and even being diligent and trying to save stuff ultimately to have a laptop crash, get stolen, something along those lines and lose work. I think when you're really invested in a project even like losing an hour of changes just seems utterly devastating. So one of the great ways to get around that is to have a good file backup tool. Now, I don't care who you are or how diligently you email things to yourself or back up on flash drives. Sooner or later you're gonna forget to do it and you're gonna have data loss. Today I'll talk to you a little bit about Dropbox. Dropbox is an automatic plugin that you can go ahead and download and install on your computer, PC, Mac, Mac or whatever and it will automatically backup anything that you put into it. So how Dropbox works is it creates a folder on your computer usually my Dropbox inside your documents folder and anything that is put into that folder is automatically uploaded to a secure server where all of your files are kept and you can install it on multiple computers and it'll sync across those computers. There's apps for your iPhone, your Android phone, I believe they don't have Blackberry app now and you can access your files anywhere and everywhere. As you're working on stuff and you save a file if you realize that you made a mistake you didn't mean to save it. It allows revisions so you can go back in time and download copies of earlier files. You can share folders. When I was a grad student we created a grad student share folder where we all dropped journal articles and things that we were working on and we were able to share those files inside the share folders inside our Dropboxes with each other and it was really handy. And once again, like everything that I've shown you today, Dropbox is a free program that you can go ahead and download and put on your computer. There is pay options but for free you get two gigabytes and if you invite your friends you get an extra half a gigabyte for every friend that you invite. So definitely get it, invite some friends that combines like 10 gigabytes and it's still free. So check that out. To get Dropbox, super easy process just go ahead and navigate to dropbox.com. On the site you'll see the big blue button that says download Dropbox. Click that button, follow the guide and it'll go ahead and download it onto your computer. It's got a nice easy setup process where you choose where you wanna keep a Dropbox folder. I find all the defaults work. Then there's a nice easy handy tour that will show you all the features and functionalities of that, you can go ahead and check that out and I think they'll be pretty happy with that. Well, I wanna thank you guys today for your time. I, as I said at the beginning of this, been doing this for a long time and there are a lot of different tools out there. These are some of the best ones that I found that have been significantly helpful to me and my work as a scholar, so go ahead and check them out and I wish you good researching.


Hi, we're Sailor. Sailor offers an open education space where students and educators can find high quality content in a structured format. It's our method for collecting content that we'd really like to share with you. Sailor collects as much open license information as possible and then solicits professors to fill in the gaps. Then we peer review all of the courseware. If we find a great text, we work to persuade the author to make it freely available. If we can't find a great text, through our open textbook challenge, we commission an author to create a completely new open license work. Sailor is unique in that it places the OER in the structure of a traditional academic major, which allows students to track their progress and understand the larger context of their studies. To that end, we've developed assessment materials, which will in the near future work with a user profile function where students can track their progress and keep their digital transcripts. At Sailor, we are near completion of 12 common academic majors in a variety of subjects, from business administration to English literature, as well as a general education track. With our partner organizations, including the Washington State Board, and through our own outreach, we hope to expand our selection in the next few years. Sailor is always changing and updating, and we embrace open learning as a method of refining our content. We make our contributors aware of the vast resources available openly online, so they can compare, modify, and improve upon their own work. We hope that you will join us on Tuesday, October 25th at 3 in the White Pine Room for our presentation to learn more about Sailor's effort to connect OERs into a structure that makes sense to students and educators. We're connecting the dots, and thanks to the OCW community, there are a lot of pretty amazing dots out there. Can't wait to see you in Park City.