The basic zettelkasten note taking method is very simple and clear cut as originally described by Konrad Gessner in Pandectarum sive Partitionum Universalium (Zurich: Christoph Froschauer. Fol. 19-20, 1548) to Sönke Ahrens’s book How to Take Smart Notes: One Simple Technique to Boost Writing, Learning and Thinking – for Students, Academics and Nonfiction Book Writers. Just a handful of bullet points can outline the elegance and simplicity of the system. This dramatic simplicity leads to some tremendous value and complexity.
However, in modern use as seen online since roughly 2018 on, the idea and the digital tools surrounding it, has seen some severe mission creep. Zettlekasten has moved to the fad stage and we’re “zettlecasting” everything under the sun. While it can be used as a productivity tool specifically for writing, some are adapting and using it (and tools built for it) for productivity use writ-large. This includes project management or GTD (Getting Things Done) functions. Some are using it as a wiki, digital garden, or personal knowledge management system for aggregating ideas and cross linking them over time. Others are using it as a journal or diary with scheduling and calendaring functions tacked on. Still others are using it to collect facts and force the system to do spaced repetition. These additional functionalities can be great and even incredibly useful, but they’re going far beyond the purpose-fit functionality of what a zettelkasten system was originally designed to do.
Ahrens highlights the zettelkasten method as being simply and specifically designed to do its particular workflow well—no more, no less. He cleverly analogizes slip boxes to their larger box cousins, the shipping container, and the way that that they revolutionized the shipping industry.
In hindsight, we know why they failed: The ship owners tried to integrate the container into their usual way of working without changing the infrastructure and their routines. They tried to benefit from the obvious simplicity of loading containers onto ships without letting go of what they were used to.
Following this analogy, many people are currently trying to not only revolutionize shipping, but sourcing, manufacturing, distribution, and marketing as well. While this may be interesting and the digital tools might accommodate some of these functions, are they really custom built from start to finish to really excel at these functionalities? Can they really do all of them at once? While some may come close and do well enough, the added complexity and overreach of all these functionalities may be diluting the base power of what the zettelkasten is capable.
People conflate the idea of note taking and the zettelkasten with tools like Obsidian, Logseq, and Roam Research. This is not necessarily a good thing. If they expect it to do everything and it’s not capable of that or well designed to do what they expect, they’re more likely to get confused, frustrated, and eventually give up. I’ve seen it happening more and more.
As an example, in a book club related to Ahrens’ text in which many highly educated and talented people have been using these tools and have even previously read the book, many are still far too confused about what these tools are and the value that can come from them.
For those who are just coming to the idea of a zettelkasten, I recommend you limit yourselves to just that basic functionality. Don’t muddy the waters with other productivity functions, to do lists, journals, diaries, kitchen sinks, or the latest wiz-bang plugin. Don’t throw in buzz words like GTD and MOC. Stick to the simplest script for a few months and focus on finely honing a small handful of questions and ideas each day from your reading to see what happens. Write, link, repeat. Don’t get caught up in the collector’s fallacy by keeping and saving every single fleeting note (thought) you’ve got (or if you must, put them into a folder off to the side). Focus on the core idea.
Once you’ve got that part down and it’s working for you, then consider adding on those other functionalities. Experiment with them; see what works. But don’t be surprised if those other portions aren’t the magic bullet that is going to revolutionize your life. We’re likely to need new tools, functionality, and a system built from start to finish, to make those other things a useful reality.
Featured image: zettelkasten flickr photo by x28x28de shared under a Creative Commons (BY-SA) license
I agree. The simple zettelkasten is a TOOL for thought, but many people want a prosthesis for thought. See x28newblog.wordpress.com/2019/12/11/ins…
Zettelkasten Overreach This is a short description of the link On Taking Notes and Choosing Tools This is a description YouTube Music v2.21 prepares to add streaming audio quality settings for Wi-Fi and Cellular, possibly first step toward absorbing Play Music [APK Teardown] YouTube Music will soon let you cast uploaded music to smart speakers … Continue reading “February 21, 2022”
Zettelkasten Overreach This is a short description of the link On Taking Notes and Choosing Tools This is a description YouTube Music v2.21 prepares to…
I’ve only started looking into this, but my impression is that a
Zettelkastan is both a thing (a big slip box of interconnected notes, either
on paper or in digital form) and a methodology (literature notes, fleeting
notes, etc).
Something like Roam Research provides the slip box part, and you can
therefore use it as a Zettelkastan, but the app also lets you use it as a
personal wiki, possibly alongside the Zettelkastan functionality, if one
wants to draw a distinction between the two.
I’ve decided I want to try building up a Zettelkasten (I’ve settled on
org-roam), but I think a personal wiki would be useful too, and I’m unclear
if I should be keeping the two things apart.
Modern cargo cults can be seen in many technology and productivity spaces where people are pulled in by exaggerated (or sometimes even real claims) of productivity or the general “magic” of a technology or method.
An example is Niklas Luhmann’s use of his zettelkasten which has created a cargo cult of zettelkasten aspirants and users who read one or more of the short one page blog posts about his unreasonable productivity and try to mimic it without understanding the system, how it works, or how to make it work for them. They often spend several months collecting notes, and following the motions, but don’t realize the promised gains and may eventually give up, sometimes in shame (or as so-called “rubbish men”) while watching others still touting its use.
To prevent one’s indoctrination into the zettelkasten cult, I’ll make a few recommendations:
Distance yourself from the one or two page blog posts or the breathless YouTube delineations. Ask yourself very pointedly: what you hope to get out of such a process? What’s your goal? Does that goal align with others’ prior uses and their outcomes?
Be careful of the productivity gurus who are selling expensive courses and whose focus may not necessarily be on your particular goals. Some are selling very pointed courses, which is good, while others are selling products which may be so broad that they’ll be sure to have some success stories, but their hodge-podge mixture of methods won’t suit your particular purpose, or worse, you’ll have to experiment with pieces of their courses to discover what may suit your modes of working and hope they’ll suffice in the long run. Some are selling other productivity solutions for task management like getting things done (GTD) or bullet journals, which can be a whole other cargo cults in and of themselves. Don’t conflate these!1 The only thing worse than being in a cargo cult is being in multiple at the same time.
If you go the digital route, be extremely wary of shiny object syndrome. Everyone has a favorite tool and will advocate that it’s the one you should be using. (Often their method of use will dictate how much they love it potentially over and above the affordances of the tool itself.) All of these tools can be endlessly configured, tweaked, or extended with plugins or third party services. Everyone wants to show you their workflow and set up, lots of which is based on large amounts of work and experimentation. Ignore 99.999% of this. Most tools are converging to a similar feature set, so pick a reasonable one that seems like it’ll be around in 5 years (and which has export, just in case). Try out the very basic features for several months before you change anything. Don’t add endless plugins and widgets. You’re ultimately using a digital tool to recreate the functionality of index cards, a pencil, and a box. How complicated should this really be? Do you need to spend hundreds of hours tweaking your system to save yourself a few minutes a year? Be aware that far too many people touting the system and marketers talking about the tools are missing several thousands of years of uses of some of these basic literacy-based technologies. Don’t join their island cult, but instead figure out how the visiting culture has been doing this for ages.2 Recall Will Hunting’s admonition against cargo cults in education: “You wasted $150,000 on an education you coulda got for $1.50 in late fees at the public library.”3
Most people ultimately realize that the output of their own thinking is only as good as the inputs they’re consuming. Leverage this from the moment you begin and ignore the short bite-sized advice for longer form or older advice from those with experience. You’re much more likely to get more long term value out of reading Umberto Eco or Mortimer J. Adler & Charles van Doren4 than you are an equivalent amount of time reading blog posts, watching YouTube videos, or trolling social media like Reddit and Twitter.
Realize that reaching your goal is going to take honest-to-goodness actual work, though there is potential for fun. No matter how shiny or optimized your system, you’ve still got to do the daily work of reading, watching, listening and using it to create anything. Focus on this daily work and don’t get sidetracked by the minutiae of trying to shave off just a few more seconds.5 In short, don’t get caught up in the “productivity porn” of it all. Even the high priest at whose altar they worship once wrote on a slip he filed:
Recommended books
Choose only one of the following and remember you may not need to read the entire work:
Ahrens, Sönke. How to Take Smart Notes: One Simple Technique to Boost Writing, Learning and Thinking – for Students, Academics and Nonfiction Book Writers. Create Space, 2017.
Allosso, Dan, and S. F. Allosso. How to Make Notes and Write. Minnesota State Pressbooks, 2022. https://minnstate.pressbooks.pub/write/.
Bernstein, Mark. Tinderbox: The Tinderbox Way. 3rd ed. Watertown, MA: Eastgate Systems, Inc., 2017. http://www.eastgate.com/Tinderbox/TinderboxWay/index.html.
Dow, Earle Wilbur. Principles of a Note-System for Historical Studies. New York: Century Company, 1924.
Eco, Umberto. How to Write a Thesis. Translated by Caterina Mongiat Farina and Geoff Farina. 1977. Reprint, Cambridge, MA, USA: MIT Press, 2015. https://mitpress.mit.edu/books/how-write-thesis.
Gessner, Konrad. Pandectarum Sive Partitionum Universalium. 1st Edition. Zurich: Christoph Froschauer, 1548.
Goutor, Jacques. The Card-File System of Note-Taking. Approaching Ontario’s Past 3. Toronto: Ontario Historical Society, 1980. http://archive.org/details/cardfilesystemof0000gout.
Sertillanges, Antonin Gilbert, and Mary Ryan. The Intellectual Life: Its Spirit, Conditions, Methods. First English Edition, Fifth printing. 1921. Reprint, Westminster, MD: The Newman Press, 1960. http://archive.org/details/a.d.sertillangestheintellectuallife.
Webb, Sidney, and Beatrice Webb. Methods of Social Study. London; New York: Longmans, Green & Co., 1932. http://archive.org/details/b31357891.
Weinberg, Gerald M. Weinberg on Writing: The Fieldstone Method. New York, N.Y: Dorset House, 2005.
Footnotes
Aldrich, Chris. “Zettelkasten Overreach.” BoffoSocko (blog), February 5, 2022. https://boffosocko.com/2022/02/05/zettelkasten-overreach/.↩︎
Blair, Ann M. Too Much to Know: Managing Scholarly Information before the Modern Age. Yale University Press, 2010. https://yalebooks.yale.edu/book/9780300165395/too-much-know.↩︎
Good Will Hunting. Miramax, Lawrence Bender Productions, 1998.↩︎
Adler, Mortimer J., and Charles Van Doren. How to Read a Book: The Classic Guide to Intelligent Reading. Revised and Updated edition. 1940. Reprint, New York: Simon & Schuster, 1972.↩︎
Munroe, Randall. “Is It Worth the Time?” Web comic. xkcd, April 29, 2013. https://xkcd.com/1205/.↩︎
Luhmann, Niklas. ZKII 9/8,3. Niklas Luhmann-Archiv. Accessed December 10, 2021. https://niklas-luhmann-archiv.de/bestand/zettelkasten/zettel/ZK_2_NB_9-8-3_V. (Personal translation from German with context added.)↩︎
Syndicated copies: