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Document Review: Occlusion, Cloze, and Recall Mode

1 What Is Recall Mode?

Recall mode: an immersive review experience for building long-term memory

Create occlusions and clozes in cards, rectangular areas, or text passages to practice retrieving knowledge and strengthen memory connections. You can choose the area and style of occlusion, from a single formula to an entire passage, to focus your recall practice on exactly what you want to learn.

Turning on recall mode activates occlusions throughout the study set. Tap to reveal answers, repeating the cycle of recalling, checking, and reinforcing what you know.

Occluded content with recall mode enabled

2 Turn On Recall Mode

2.1 Turn On Recall Mode in Immersive Mode

Enter Immersive mode, then tap the person icon on the bottom toolbar to enable Recall mode. See the recall mode toolbar for its available controls.

Turning on recall mode in immersive mode

2.2 Turn On Legacy Recall Mode

  • In MarginNote, go to Settings > LEGACY FEATURES and enable Recall Mode (Legacy).

    Enabling Recall Mode (Legacy) in Legacy Features

  • Tap the study set's More menu in the top-right corner and turn on Recall Mode (Legacy).

    Turning on Recall Mode (Legacy) from the study set menu

  • Once Recall Mode (Legacy) is on, occluded content is hidden.

  • Try to recall the hidden content, then tap the occluded area to reveal it.
  • Tap the area again to restore the occlusion.

Animation: occluded content with legacy recall mode enabled

Animation: tapping an occluded area to reveal its content

3 Choose What to Hide for Recall Practice

3.1 Hide an Entire Excerpt

3.1.1 Use Excerpt Occlusion to Hide the Whole Excerpt

  • With Excerpt Occlusion enabled, select the Text Excerpt Tool, Rectangle Excerpt Tool, or Lasso Excerpt Tool and make an excerpt.

The three excerpt tools: text, rectangle, and lasso

Animation: hiding entire excerpts with the three excerpt tools

3.1.2 Turn Excerpt Occlusion On or Off

  • Tap an existing excerpt area, then choose Basic - More in the pop-up menu to turn Excerpt Occlusion on or off.

The Excerpt Occlusion toggle under Basic - More

Turning off excerpt occlusion

3.2 Occlusion with Emphasize

  • Select the Rectangle Excerpt Tool or Text Excerpt Tool, enable Emphasize, and excerpt the area you want. After excerpting, tap the characters you want to hide.

Animation: using Emphasize with a rectangular excerpt

The Difference Between Emphasize Occlusion and Excerpt Occlusion

1. Emphasize Occlusion

  • Start with an excerpt and mark key areas within it for occlusion. The key content remains within its full context, making it easier to follow the surrounding logic.
  • When you add the card to review, the context is automatically retained, and the emphasized areas become clozes on the review card.
  • Best for content that depends on context, such as memorizing course material, explaining concepts, and studying ideas with closely connected reasoning.

2. Excerpt Occlusion

  • Hides the entire excerpt, which can be a short passage, a single word, a formula, or an image. The resulting card contains only the excerpted content, without the surrounding sentences from the original document.
  • Best for content that does not depend on context, such as definitions, terminology, standalone formulas, and diagrams.

3.3 Three Ways to Create Occlusions and Clozes

3.3.1 Handwriting Highlighter

Select the hand tool in the document, switch to the highlighter, and draw over the text or image area you want to hide.

Animation: creating occlusions with the highlighter

3.3.2 Rectangle and Lasso Excerpts

  • Select the Rectangle Excerpt Tool or Lasso Excerpt Tool and enable Excerpt Occlusion to hide areas containing text, images, or handwritten annotations.

Enabling excerpt occlusion

Animation: hiding handwritten annotations with a rectangular excerpt

3.3.3 Text Excerpts

Select the Text Excerpt Tool, enable Excerpt Occlusion, and excerpt the text you want to hide.

Enabling occlusion for text excerpts

Animation: hiding a text excerpt