Let’s say you’re in love with Hypothes.is, but you’re also an old school pen and paper person. There’s definitely a way to add that old school index card/zettelkasten feel to your new digital notes.
She puts the ideas together and tries to broker a deal for the conglomerate to acquire a radio network. At the end, she’s challenged to describe how she came up with the plan for the acquisition. It’s a telling scene. She has just been fired. On her way out of the building, with all her files and personal items packed in a box (a box just like mine!), she gets a chance to explain her thought process to the mogul:
See? This is Forbes. It’s just your basic article about how you were looking to expand into broadcasting. Right? Okay now. The same day—I’ll never forget this—I’m reading Page Six of the New York Post and there’s this item on Bobby Stein, the radio talk show guy who does all those gross jokes about Ethiopia and the Betty Ford Center. Well, anyway, he’s hosting this charity auction that night. Real bluebloods and won’t that be funny? Now I turn the page to Suzy who does the society stuff and there’s this picture of your daughter—see, nice picture—and she’s helping to organize the charity ball. So I started to think: Trask, Radio, Trask, Radio.... So now here we are.
He’s impressed and hires her on the spot. Forget the fairy-tale plot; as a demonstration of how to link A to B and come up with C, Working Girl is a primer in the art of scratching. ❧
The plot twist at the end of Working Girl (Twentieth Century Fox, 1988) turns on Tess McGill (Melanie Griffith) explaining her stroke of combinatorial creativity in coming up with a business pitch. Because she had juxtaposed several disparate ideas from the New York Post several pages from each other in a creative way, she got the job and Katharine Parker (Sigourney Weaver) is left embarrassed because she can’t explain how she came up with a complicated combination of ideas.
A Working Girl’s Zettelkasten
Tess McGill has slips of newspaper with ideas on them and a physical box to put them in.
Given many of the misconceptions I see online of how to keep a zettelkasten, particularly given the focus on the arcane addressing system used by Niklas Luhmann, perhaps it may be helpful to dramatically reframe the question of how to keep a zettelkasten? One page blog posts from people who’ve only recently seen the idea and are synopsizing it without a year or more practice themselves are highly confusing at best. Can I write something we don’t see enough of in spaces relating to zettelkasten? Perhaps we should briefly consider the intellectual predecessor of the slip box?
(Editor’s note: I’m using content within my own “slip box” to write this.)
The general idea is to collect interesting passages, quotes, and ideas as you read. Keep them in a notebook and call it your commonplace book. If you like call these your “fleeting notes” as some do.
Once you’ve got this, you’ve really mastered the majority of what a zettelkasten is and have a powerful tool at your disposal. If you feel it’s useful to you, you can add a few more tools and variations to your set up.
Next instead of keeping the ideas in a notebook, put them on index cards so that they’re easier to sort through, move around, and re-arrange. This particularly useful if you want to use them to create an outline of your ideas for writing something with them. Once you’ve got index cards (slips) with ideas on them in a box, you now literally meet the minimum requirements of a zettelkasten (German for “slip box”, though in practice many will have their ideas in a metaphorical slip box using a digital note taking tool.
Next, maybe keep some index cards that have the references and bibliographies from which your excerpting and note taking comes from. Link these bibliographical cards to the cards with your content.
As you go through your notes, ideas, and excerpts, maybe you want to further refine them? Write them out in your own words. Improve their clarity, so that when you go to re-use them, you can simply “excerpt” material you’ve already written for yourself and you’re not plagiarizing others. You can call these improved notes, as some do either “permanent notes” or “evergreen notes”.
Perhaps you’re looking for more creativity, serendipity, and organic surprise in your system? Next you can link individual notes together. In a paper system you can do this by following one note with another or writing addresses on each card and using that addressing system to link them, but in a digital environment you can link one note to many multiple others that are related. If you’re not sure where to start here, look back to your subject headings and pull out cards related to broad categories. Some things will obviously fit more closely than others, so be more selective and only link ideas that are more intimately connected than just the subject heading you’ve used.
Now when you want to write or create something new on a particular topic, ask your slip box a question and attempt to answer it by consulting your index. Find cards related to the topic, pull out those and place them in a useful order to create an outline perhaps using the cross links that already exist. (You’ve done that linking work as you went, so why not use it to make things easier now?) Copy the contents into a document and begin editing.
Beyond the first few steps, you’re really just creating additional complexity to a system to increase the combinatorial complexity of juxtaposed ideas that you could potentially pull back out of your system for writing more interesting text and generating new ideas. Some people may neither want nor need this sort of complexity in their working lives. If you don’t need it, then just keep a simple commonplace book (or commonplace card file) to remind you of the interesting ideas and inspirations you’ve seen and could potentially reuse throughout your life.
The benefit of this method is that beyond creating your index, you’ll always have something useful even if you abandon things later on and quit refining it. If you do go all the way, concentrate on writing out just two short solid ideas every day (Luhmann averaged about 6 per day and Roland Barthes averaged 1 and change). Do it until you have between 500 and 1000 cards (based on some surveys and anecdotal evidence), and you should begin seeing some serendipitous and intriguing results as you use your system for your writing.
We should acknowledge that that (visual) artists and musicians might also keep commonplaces and zettelkasten. As an example, Eminem keeps a zettelkasten, though he calls his “stacking ammo”, but it is so minimal that it is literally just a box and slips of paper with no apparent organization beyond this. If this fits your style and you don’t get any value out of having cards with locators like 3a4b/65m1, then don’t do that (for you) useless make-work. Make sure your system is working for you and you’re not working for your system.
Sadly, it’s generally difficult to find a single blog post that can accurately define what a zettelkasten is, how it’s structured, how it works, and why one would want one much less what one should expect from it. Sönke Ahrens does a reasonably good job, but his explanation is an entire book. Hopefully this distillation will get you moving in a positive direction for having a useful daily practice, but without an excessive amount of work and perhaps a bit less cognitive dissonance. Once you’ve been at it a while, then start looking at Ahrens and others to refine things for your personal preferences and creative needs.
A very clever and creative way to imagine an image of Niklas Luhmann in a way which indicates that “the medium is the message.”
I thought it might be useful to have a relatively complete list of cross linked topical headings in my digital notebook (currently Obsidian) which is a mélange of wiki, zettelkasten, journal, project management tool, notebook, and productivity tool. First, let’s be honest that mélange is too poetic based on what I see of how others use Obsidian and similar tools. My version is structured to have very clear delineations between these forms even though I’m using the same tool for various functions.
I find that indexed subject headings can be useful for creating links between my wiki-like pages as well as links between atomic ideas in my digital zettelkasten. Gradually as one’s zettelkasten becomes larger and one works with it more, it becomes easier to recall individual ideas and cross link them. Until this happens or for smaller zettelkasten it can be useful to cross reference subject headings from one zettel to see what those link to and use those as a way to potential create links to other zettels. This method can also be used as a search/discovery aide for connecting edge ideas in new areas to pre-existing portions of one’s zettelkasten as well. Of course at massive scale with decades of work, I suspect this index will have increased value as well.
I don’t hear people talking about these types of indices for their zettelkasten in any of the influencer spaces or on social media. Are people simply skipping this valuable tool? For those enamored of Niklas Luhmann, we should mention that having and maintaining a subject index was a powerful portion of his system, even if the digitized version of his zettelkasten hasn’t yet been fully digitized. I haven’t seen the whole collection myself, but based on the condition of some of the cards in his index, Luhmann heavily used his subject index. (Note to self: I wonder what his whole system would look like in Obsidian?) Having a general key word/subject heading/topic heading index of all the material in one’s system can be very useful for general search and discovery as well. This is one of the reasons that John Locke wrote about a system for indexing one’s commonplace book in 1685. His work here is likely the distal reason Luhmann had one in his system.
Systems that have graphical knowledge graphs may make this process easier as one can look from one zettel out one or two levels to see where those link to.
Since such a large swath of my note taking practice starts by using Hypothes.is as my tool of choice, I’m able to leverage several years of using it to my benefit. Within it I’ve got 9,314 annotations, highlights, and bookmarks tagged with over 3,326 subject headings as of this writing.
To get all my subject heading tags, I used Jon Udell’s excellent facet tool to go to the tag editing interface. There I entered a “max” number larger than my total number of annotations and left the “tag” field empty to have it return the entire list of my tags. I was then able to edit a few of them to concatenate duplicates, fix misspellings, and remove some spurious tags.
An alternate way of doing this is to use a method described in this GitHub issue which shows how to get the tags out of local storage in your web browser. Your mileage may vary though if you use Hypothes.is in multiple browsers, which I do.
I moved this list from the tag editor into a spreadsheet software to massage the list a bit, clean up any character encodings, and then spit out a list of [[wikilinked]] index keywords. I then cut and pasted it into my notebook and threw in some alphabetical headings so that I could more easily jump around the list.
Now I’ve got an excellent tool and interface for more easily searching and browsing the various areas of my multi-purpose digital notebook.
I’m sure there are other methods within various tools of doing this, including searching all files and cutting and pasting those into a page, though in my case this doesn’t capture non-existing files. One might also try a search for a regex phrase like: /(?:(?:(?:<([^ ]+)(?:.*)>)\[\[(?:<\/\1>))|(?:\[\[))(?:(?:(?:<([^ ]+)(?:.*)>)(.+?)(?:<\/\2>))|(.+?))(?:(?:(?:<([^ ]+)(?:.*)>)\]\](?:<\/\5>))|(?:\]\]))/ (found here) or something as simple as /\[\[.*\]\]/ though in my case they don’t quite return what I really want or need.
I’ll likely keep using more local search and discovery, but perhaps having a centralized store of subject headings will offer some more interesting affordances for search and browsing?
Have you created an index for your system? How did you do it?
No piece of information is superior to any other. Power lies in having them all on file and then finding the connections. There are always connections; you have only to want to find them.
If you’re not sure how to start the first card in your zettelkasten, simply write this quote down on an index card, put a number in the corner, and go…
Tiago, I’ve started into an advanced copy of your forthcoming book and at the end of the introduction you have a footnote:
Other popular terms for such a system include Zettelkasten (meaning “slipbox” in German, coined by influential sociologist Niklas Luhmann), Memex (a word invented by American inventor Vannevar Bush), and digital garden (named by popular online creator Anne-Laure Le Cunff)
Please know that the zettelkasten and its traditions existed prior to Niklas Luhmann. He neither invented them nor coined their name. It’s a commonly repeated myth on the internet that he did and there’s ample evidence of their extensive use prior to his well known example. I’ve documented some brief history on Wikipedia to this effect should you need it: https://en.wikipedia.org/wiki/Zettelkasten
The minute we saw Aaron's frantic, hand-lettered presentation of the Field Notes credo we knew just what to do. And here it is.
In December, when Field Notes co-founder Aaron Draplin hijacked our site to sell pre-orders of his totally amazing Leap of Faith Edition 3-Packs, we went along with it. TBH, we’ve learned over the years that once Aaron gets fixed on an idea, there’s pretty much no stopping him. However, when he sent us the artwork for the Memo Books, we decided to do little hijacking of our own. The minute we saw his frantic, hand-lettered presentation of the Field Notes credo — “I’m not writing it down to remember it later, I’m writing it down to remember it now” — we knew just what to do. And here it is.
You might have gone down the rabbit hole on note taking practice nerdery when you’re getting note taking related t-shirts. Better than a mug I suppose…
As I continue reading and sometimes re-posting things written on this day, I've decided to do one more thing at the end of a session: go to a random site in the IndieWeb WebRing. Today, I found something that resonates down the years: how to organise the content of a weblog.
These are fascinating questions, though looking at them from various perspectives and imagined audiences over time scales makes them more intriguing.
Most often we privilege the chronological time order because that’s how we ourselves live them, write them, and how much of our audience experiences them.
But consider looking at someone’s note collections or zettelkasten after they’re gone? One wouldn’t necessarily read them in physical order or even attempt to recreate them into time-based order. Instead they’d find an interesting topical heading, delve in and start following links around.
I’ve also been looking at Walter Benjamin’s Arcades Project which is based on a chunk of his (unfinished) zettelkasten notes which editors have gone through and published as books. There were many paths an editor could have taken to write such a book, and many of them that Benjamin himself may not have taken, but there it is at the end of the day, a book ostensibly similar to what Benjamin would have written because there it is in his own writing in his card index.
After his death, editors excerpted 330 index cards of Roland Barthes’ collection of 12,000+ about his reactions to the passing of his mother and published them in book form as a perceived “diary”. What if someone were to do this with your Tweets or status updates after your death?
Does this perspective change your ideas on time ordering, taxonomies, etc. and how people will think about what we wrote?
I’ll come back perhaps after I’ve read Barthes’ The Death of the Author…
Alright Tools for thought, note taking, and zettelkasten nerds. Anyone want to take a guess at who this philosopher is and what that is up on the shelf behind him? Hint: it’s not Roam Research or Obsidian.
A summary of 8 best practices in note-taking, straight from the research.
It’s been a few years since this was originally posted and there have been some interesting developments in note taking apps and software which have been shifting some of the focus in the space. The primary change is the popularization of the German idea of the Zettelkasten which grew out of the commonplace book tradition from antiquity and the early Renaissance.
The most detailed form of the idea can be found in Sönke Ahrens’ book How to Take Smart Notes, which also looks closely at much of the note taking and psychology related research over the past several decades. While he frames the method in terms of writing and creation as the end goal, much of the method dovetails with Bloom’s Taxonomy as I’ve outlined. It could also be framed as Cornell Notes with a greater focus on atomic notes that are highly linked and thereby integrating a student’s new knowledge with their prior knowledge.
I’d love to see more educators scaffolding the use of this note taking tool in their classes, especially in high school and undergraduate education.
Between zettels (the space where new ideas often occur) this morning I realized that there is a high correlation to Bloom’s Taxonomy and the refined methods of keeping a zettelkasten, particularly as delineated by Dr. Sönke Ahrens in his book How to Take Smart Notes. As a result, even if one’s primary goal isn’t writing or creating as framed by Ahrens’, the use of the system as a pedagogical tool can be highly effective for a variety of learning environments.
Recall briefly that Bloom’s Taxonomy levels can be summarized as: remember, understand, apply, analyze, evaluate, and create.
Outlining the similarities
One needs to be able to generally understand an idea(s) to be able to write it down clearly in one’s own words. This is parallel to creating literature notes as one reads. Gaps in one’s understanding will be readily apparent when one realizes that they’re not able to explain an idea simply and clearly.
Regular work within a zettelkasten helps to reinforce memory of ideas for understanding, long term retention, and the ability to easily remember them. Many forms of zettelkasten software have functionality for direct spaced repetition if not dovetails for spaced repetition software like Anki or Mnemosyne.
Applying the knowledge to other situations happens almost naturally with the combinatorial creativity that occurs within a zettelkasten. Raymundus Llullus would be highly jealous here I think.
Analysis is heavily encouraged as one takes new information and actively links it to prior knowledge and ideas; this is also concurrent with the application of knowledge.
Being able to compare and contrast two ideas on separate cards is also part of the analysis portions of Bloom’s taxonomy which also leads into the evaluation phase. Is one idea better than another? How do they dovetail? How might they create new knowledge? Juxtaposed ideas cry out for evaluation.
Finally, as argued by Ahrens, one of the most important reasons for keeping a zettelkasten is to use it to generate or create new ideas and thoughts and then use the zettelkasten as a tool to synthesize them in articles, books, or other media in a clear and justified manner.
Other examples?
I’m curious to hear if any educators have used the zettelkasten framing specifically for scaffolding the learning process for their students? There are some seeds of this in the social annotation space with tools like Diigo and Hypothes.is, but has anyone specifically brought the framing into their classes?
The history of the recommendation and use of commonplace books in education is long and rich (Erasmus, Melanchthon, Agricola, et al.), until it began disappearing in the early 20th century. I’ve seen a few modern teachers suggesting commonplaces, but have yet to run across others suggesting zettelkasten until Ahrens’ book, which isn’t yet widespread, at least in the English speaking world. And even in Ahrens’ case, his framing is geared specifically to writing more so than general learning and education.
Have we lost too much of the contextual value of what Cornell notes were originally designed for by Walter Pauk in the 1950’s? Or are we not taking the idea far enough into the writing realm?
Cornell notes come from a time closer to the traditional space of commonplace books, academic thinking, and note taking that was more prevalent in the early 1900’s and from which also sprang the zettelkasten tradition. I can’t help but be reminded that the 10th edition of Pauk’s book How to Study in College (Wadsworth, 2011, p.394), which helped to popularize the idea of Cornell notes with the first edition in 1962, literally ends the book with the relationship of the word ‘topic’ by way of Greek to the Latin ‘loci communes‘ (commonplaces), though it’s worth bearing in mind that it contains no discussion of the commonplace book or its long tradition in our intellectual history.
One was meant to use Cornell notes to capture broad basic ideas and facts (fleeting notes) and things to follow up on for additional research or work. Then they were meant to be revisited to focus on creating questions that might be used for spaced repetition, a research space that has seen tremendous growth and advancement since the simpler times in which the Cornell note taking method was designed.
Additionally one was meant to revisit their notes to draw out the most salient points and ideas. This is part of the practice of taking the original ideas and writing them out clearly in one’s own words to improve one’s understanding of the material. Within a zettelkasten framing, this secondary review is part of the process of creating future useful literature notes or permanent notes that one might also re-use in their future writing and thinking.
Missing from the Cornell notes practice but more directly centered in the zettelkasten practice is taking one’s notes and directly linking them to other related thoughts in one’s system. This places this method closer to the commonplace book tradition than the zettelkasten tradition.
While a more basic and naïve understanding of Cornell notes in current academic environments still works on many levels, students and active researchers might be better advised to look at their practices in view of broader framings like that of Sönke Ahrens’s book How to Take Smart Notes: One Simple Technique to Boost Writing, Learning and Thinking.
It also bears noting that one could view the first stage of Cornell notes in light of the practice of keeping a waste book and then later transferring their more permanent and better formed ideas into their commonplace book.
Similarly one might also view full sheets of finished Cornell notes as permanent notes mixed in amidst fleeting notes and held together on pages rather than individual cards. This practice sounds somewhat similar in structure to Sönke Ahrens’s use of Roam Research to compile multiple related ideas in individually linked blocks on a single page holding them together in a pseudo-project page for more immediate and potentially specific future use.
Twyla Tharp and Mark Reiter (Simon & Schuster)
Umberto Eco (Secker & Warburg)
Jeremy Cherfas (Jeremy Cherfas)
Jennifer Gonzalez (Cult of Pedagogy)