Creating a commonplace book or zettelkasten index from Hypothes.is tags

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?

Annotated Foucault's Pendulum by Umberto EcoUmberto Eco (Secker & Warburg)
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 earliest concept of a digital garden stems from Mark Bernstein’s essay Hypertext Gardens: Delightful Vistas in 1998. This torch was picked up by academic Mike Caulfield in a 2015 keynote/article The Garden and The Stream: A Technopastoral.

Anne-Laure Le Cunff’s first mention of “digital garden” was on April 21, 2020

Which occurred just after Maggie Appleton’s mention on 2020-04-15

And several days after Justin Tadlock’s article on 2020-04-17 

Before this there was Joel Hooks by at least 2020-02-04 , though he had been thinking about it in late 2019.

He was predated by Tom Critchlow on 2018-10-18 who credits Mike Caulfield’s article from 2015-10-17 as an influence.

Archive.org has versions of the phrase going back into the early 2000’s: https://web.archive.org/web/*/%22digital%20garden%22

Hopefully you’re able to make the edits prior to publication, or at least in an available errata.

Replied to As I continue reading and sometimes re-posting ... by Jeremy CherfasJeremy Cherfas (Jeremy Cherfas)
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 been thinking about this idea of “card index (or zettelkasten) as autobiography” for a bit now, though I’m yet to come to any final conclusions. (References and examples see also: https://hypothes.is/users/chrisaldrich?q=%22card+index+as+autobiography%22). 

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


Also in reply to: 

Replied to Note-taking: A Research Roundup by Jennifer GonzalezJennifer Gonzalez (Cult of Pedagogy)
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.

Cross reference: https://boffosocko.com/tag/note-taking/

The Zettelkasten Method of Note Taking Mirrors Most of the Levels of Bloom’s Taxonomy

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?

I’ve seen a few examples of people thinking in this direction and even @CalHistorian specifically framing things this way, but I’m curious to hear about other actual experiences in the field. 

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.

Featured image courtesy of Vanderbilt University Center for Teaching (CC BY 2.0

Contextualizing Cornell Notes in the Note Taking Traditions

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.

For those who’ve been waiting for it to show up, the digitized version of box 9 of Niklas Luhmann’s second zettelkasten is now available online. It contains many of his notes on the zettelkasten itself.
https://niklas-luhmann-archiv.de/bestand/zettelkasten/zettel/ZK_2_NB_9-8g_V
Replied to a tweet by Taylor Hadden (Twitter)
Twitter might also be a zettelkasten, but the ratio of useful permanent notes to fleeting notes is appalling.


Featured photo: Pencil annotation from chapter 3, page 64:
Kalir, Remi H., and Antero Garcia. Annotation. MIT Press, 2021.

 

Zettelkasten Overreach

The zettelkasten is just that, it isn’t a calendar, a rolodex, a to do list or a hammer, saw, or even a jackhammer.

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