Note taking | Chris Aldrich

Read The Quest for a Memex 2022-07-31 by

Kevin Marks (kevinmarks.com)

This week John Borthwick put out a call for Tools for Thinking: People want better tools for thinking — ones that take the mass of notes that you have and organize them, that help extend your second brain into a knowledge or interest graph and that enable open sharing and ownership of the “knowl...

I got stuck over the weekend, so I totally missed Kevin Marks’ memex demo at IndieWebCamp’s Create Day, but it is an interesting little UI experiment.

I’ll always maintain that Vannevar Bush really harmed the first few generations of web development by not mentioning the word commonplace book in his conceptualization. Marks heals some of this wound by explicitly tying the idea of memex to that of the zettelkasten however. John Borthwick even mentions the idea of “networked commonplace books”. [I suspect a little birdie may have nudged this perspective as catnip to grab my attention—a ruse which is highly effective.]

Some of Kevin’s conceptualization reminds me a bit of Jerry Michalski’s use of The Brain which provides a specific visual branching of ideas based on the links and their positions on the page: the main idea in the center, parent ideas above it, sibling ideas to the right/left and child ideas below it. I don’t think it’s got the idea of incoming or outgoing links, but having a visual location on the page for incoming links (my own site has incoming ones at the bottom as comments or responses) can be valuable.

I’m also reminded a bit of Kartik Prabhu’s experiments with marginalia and webmention on his website which plays around with these ideas as well as their visual placement on the page in different methods.

MIT MediaLab’s Fold site (details) was also an interesting sort of UI experiment in this space.

It also seems a bit reminiscent of Kevin Mark’s experiments with hovercards in the past as well, which might be an interesting way to do the outgoing links part.

Next up, I’d love to see larger branching visualizations of these sorts of things across multiple sites… Who will show us those “associative trails”?

Another potential framing for what we’re all really doing is building digital versions of Indigenous Australian’s songlines across the web. Perhaps this may help realize Margo Neale and Lynne Kelly’s dream for a “third archive”?

How to Make Notes and Write, a handbook by Dan Allosso and S.F. Allosso

A new handbook on note making and writing

I wasn’t expecting it until next week or shortly thereafter, but just in time for the new academic year, Dan Allosso has finished a major rewrite on his and S.F. Allosso’s earlier edition of A Short Handbook for writing essays in the Humanities and Social Sciences. This expanded edition has several new chapters on note making (notice that this is dramatically different than note taking) using a zettelkasten-based (or card index or fichier boîte if you prefer) approach similar to that practiced by Beatrice Webb, Marcel Mauss, Claude Lévi-Strauss, Roland Barthes, Hans Blumenberg, Mortimer J. Adler, and Walter Benjamin among many others.

The focus of the book is on note making for actively producing tangible outputs (essays, papers, theses, monographs, books, etc.), something on which a few recent texts in a the related productivity space haven’t delivered. While ostensibly focused on the humanities and social sciences in terms of examples, the methods broadly apply to all fields. In fact, some of the methods draw historically on some of the practices fruitfully used by Bacon, Newton, Leibnitz, Linnaeus, and many others in the sciences since.

This isn’t your father’s note making system…^†

While many students (especially undergraduates and graduate students) may eschew this sort of handbook as something they think they “already know”, I can assure you that they do not and will benefit from the advice contained therein, particularly the first half. I’ve often heartily recommended Sönke Ahrens’ book How to Take Smart Notes: One Simple Technique to Boost Writing, Learning and Thinking to many in the past, but I think Allosso’s version, while similar in many respects, is clearer, shorter, and likely more easily realized by new practitioners.

There’s more detail in Dr. Allosso’s announcement video:

Availability

How to Make Notes and Write is available at Minnesota State’s Pressbooks site for reading online, or download as a .pdf or .epub. If you’d like a physical copy, they’re also available for purchase on Amazon.

For those in the educational spaces, Dr. Allosso has given the book a Creative Commons license (CC BY-NC-SA 4.0), so that people can use it as an Open Educational Resource (OER) in their classes and work.

For teachers who are using social annotation with tools like Hypothes.is in their classrooms, Allosso’s book is an excellent resource for what students can actively do with all those annotations once they’ve made them. (Here’s a link to my annotated copy of a recent working draft if you care to “play along”.)

† Unless of course your father happens to be Salvatore Allosso, but even then…

Hypothes.is, a web annotation tool, as an off-label zettelkasten?!

It wasn’t built specifically to be used as one, but is anyone actively using Hypothes.is as an off-label zettelkasten just by itself?

The platform has most of the basic functionalities one would want for a digital ZK:

Simple note taking,
Notes are editable and update-able,
There’s a tag functionality for indexing notes,
One can add links to other notes to cross link them if they liked,
There’s a reasonably good search functionality,
Data export is available if you want to move

The interesting piece is that if many are doing this in public, then folks can reply to others’ notes and even cross-link their public notes. (They’ve got the ability to have public and private notes, as well as groups for collaboration, which are functionalities most ZK don’t have as well.)

I was reminded of this potential off-label use case when someone replied to an older note with a quote/comment and it nudged me to add a note to link the two together. Who’s up for a public, social zettelkasten practice?

For those who need an example to look at, try my “digital ZK”: https://hypothes.is/users/chrisaldrich or their public timeline: https://hypothes.is/search.

I know some have mentioned Hypothes.is as an annotation tool for their note taking before. There are a few who use it as an online platform for notes and then they leverage the platform’s API or feeds to export their data to their tool of choice. (I’ve used Hypothes.idian for Obsidian to do just this.)

Call for Model Examples of Zettelkasten Output Processes

Perhaps too much of the resurgence of the zettelkasten idea and the online space about it is focused on what a zettelkasten is or how it should be done. After this, descriptions of the process of collecting material for one’s zettelkasten is followed by using it to generate new ideas and thought, though this last part is relatively sparce in comparison. Very little of the discussion or examples I’ve seen in online fora, social media, websites, and the blogosphere is focused on actively using them for creating actual long form output.

As Luhmann’s (all-too-frequently used) example is so powerful, I think it would be massively helpful if users had stronger examples of what these explicit creation workflows looked like, particularly at the longer end of creation of chapters or even book length spaces. Are there any detailed posts, videos, other media about how one approached this problem? What worked well? What didn’t? What would you do differently next time? Have you done this multiple times and now settled into something you feel is most efficient? Is your process manual/digital? What tools helped along the way for laying out and doing the actual stitching together and editing? Would you use them again or try something else? Have you experimented with different methods or practices?

Here, I’m looking for direct and actual experience; I’m explicitly not looking for “this is how I would do it” responses.

Because it’s much easier and far more successful for humans to imitate the practice of others than to innovate it for themselves, I’m ultimately looking not for outlines of what people recommend, but public examples of the practices in progress. Who can show their actual “receipts” and in a reasonably linear and practical way for others to follow? We suffer from a lack of these practices being visible online as most aren’t. Further even the digital ones aren’t public, or if they are, they aren’t well known.

As an example of the broader problem, I’ve yet to see a week go by that someone doesn’t read Ahrens’ generally excellent book, but in posting online they still seem lost in attempting to put the lowest level ideas into active practice.

Personally, I use Hypothes.is as a digital tool for the majority of my note taking. One could follow my feed and see it in real time if they choose. There are benefits for this public practice and I’m aware that many people follow this feed of notes out of curiosity. I’ve even gotten emails from folks indicating that they’ve learned some interesting things for use in their own practices. Sadly, the follow up of revision, cross linking, active indexing, and subsequent growth isn’t public (yet), though the platform I’m using is open to active public conversation and commentary, which is a useful side benefit. I have seen a few other public examples of others’ practices, some in video form, though this can be dull as the time and effort is work and doesn’t make for powerful entertainment because it isn’t. Still these public examples can be far more powerful than some of the explanations I’ve seen, especially for beginners who don’t comprehend the long term benefits (surprise, serendipity, insight, emergent creativity) and who generally focus on the minutiae for lack of direct experience.

On the creation portion, I’m currently experimenting with carrying out the original instructions of Konrad Gessner, an early zettelmacher, as laid out in his book Pandectarum sive Partitionum Universalium. (1548. Zurich: Christoph Froschauer) and hope to report back shortly about the experience.

Call for explicit examples

So where are the examples? Show us your receipts. Who’s doing this in public that people can follow? Who can be imitated until people have the experience(s) to do this more easily on their own? Let’s collect some of the best (or at least extant) examples for sharing with others.

Once we’ve got some concrete examples then we can study them and iterate on them.

Too many people seem intent on potentially wasting their time by innovating on a practice they haven’t even tried because someone in the productivity space (who usually hasn’t tried it either) wrote a page long post saying it would be a good idea. I know we can do far better.

Replied to a thread by Scott P. Scheper and Alexandra Graßler (Twitter)

The origins of the Zettelkasten's numeric-alpha card addresses seem to derive from Niklas Luhmann's early work as a legal clerk. The filing scheme used is called "Aktenzeichen" - See https://t.co/4mQklgSG5u. cc @ChrisAldrich
— Scott P. Scheper (@ScottScheper) June 27, 2022

The "Aktenzeichen" was the first which came to my mind as I stumbled across the Zettelkasten years ago. And it makes total sense for me. It's the most important signature of every kind of bureaucracy here in Germany and Luhman worked for years in this field.
— Alexandra Graßler (@wissensagentur) June 28, 2022

I’ll go you one better with the likely historical precedent for Niklas Luhmann’s zettelkasten numbering system: conscription numbers on Viennese houses in 1770s! https://hypothes.is/users/chrisaldrich?q=austria+tag%3A%22Niklas+Luhmann%22

Alberto Cevolini & Markus Krajewski have relevant research. There are still a few missing puzzle pieces however.

Annotated Pivoting with Hypothesis during Covid by

Christine Moskell (Hypothesis | OLC Innovate 2020 | YouTube)

Kicking off OLC Innovate 2020, Hypothesis held two free workshop sessions on collaborative annotation with members of AnnotatED. The sessions each started with a "Getting on the same page" introduction from Jeremy Dean of Hypotheses, followed by "Notes from the field", where a variety of AnnotatED community members talked about what's happening with collaborative annotation at their schools and participants had the chance to discuss ideas and questions with these experienced practitioners.

In this clip Christine Moskell, Instructional Designer at Colgate University, shares examples of how instructors used Hypothesis during the Covid pivot. ❧

Christine Moskell talks about a professor’s final exam design prompting students to go back to annotations and add new commentary (or links to other related knowledge) that they’ve gained during the length of a course.

This is very similar to the sort of sensemaking and interlinking of information that Sönke Ahrens outlines in his book How to Take Smart Notes though his broader note taking thesis goes a few additional steps for more broadly synthesizing ideas into longer papers, articles, theses, and books.

Dr. Moskell also outlined a similar tactic at the Hypothesis Social Learning Summit: Spotlight on Social Reading & Social Annotation earlier today, though that video may not be accessible for a bit.

How can we better center and model these educational practices in our pedagogies?

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.

The front page of Hypothes.is with their web interface opened, but instead of a blank annotation space it looks like one can write their notes on a digital looking index card.

Annotated The Creative Habit: Learn it and Use it for Life by

Twyla Tharp and Mark Reiter (Simon & Schuster)

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.

Tess McGill (portrayed by a big 80's haired Melanie Griffith) packing a brown banker's box with her office items and papers leaving her office and her job. — A Working Girl’s Zettelkasten

Tess McGill has slips of newspaper with ideas on them and a physical box to put them in.

slips with ideas + box = zettelkasten

Bonus points because she links her ideas, right?!

Reframing and simplifying the idea of how to keep a Zettelkasten

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.)

Start out by forgetting zettelkasten exist. Instead read about what a commonplace book is and how that (simpler) form of note taking works. This short article outlined as a class assignment is a fascinating way to start and has some illustrative examples: https://www.academia.edu/35101285/Creating_a_Commonplace_Book_CPB_. If you’re a writer, researcher, or journalist, perhaps Steven Johnson’s perspective may be interesting to you instead: https://stevenberlinjohnson.com/the-glass-box-and-the-commonplace-book-639b16c4f3bb

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.

As you do this, start building an index of subject headings for your ideas, perhaps using John Locke’s method (see this for some history and a synopsis: https://publicdomainreview.org/collection/john-lockes-method-for-common-place-books-1685).

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 new handbook on note making and writing

This isn’t your father’s note making system…†

Availability

Call for explicit examples

This isn’t your father’s note making system…^†