Devising Card Systems

Many modern-day note takers and knowledge workers might take solace in the broad advice provided by J. Kaiser in 1908. In describing some of the broad categories of uses of card index filing systems for business use he says that each entity "has its individual character and individual requirements, and its individual character" (ie, everyone is different and has different needs), therefore everyone "must devise [their] system in accordance with [their] own requirements" and should "be the best judge as to what these requirements are." He continues on in the rest of the book to outline a variety of suggestions and methods which one might use or adopt, but he doesn't dictate specific methods and leaves those decisions up to the end user.

When devising their own systems, one certainly ought to heed this advice when looking at a variety of alternative methods like Forte's P.A.R.A., Milo's LYT, or even in mimicking Luhmann's idiosyncratic Zettelkasten set up. Are these methods best for your particular use cases? Are they simple enough for what you want to do, or are they overly structured and complicated? The key is to be able to classify and file things quickly so that they can be easily accessed in the future, all the rest becomes additional details and overhead to support on an ongoing basis.

(¶76)

In describing classification schemes for card index-based business uses, Julius Kaiser indicated in 1908 that "elaborate library classifications were either inapplicable or much too complicated and therefore unmanageable." This is in part because of the standardization of the Dewey Decimal System, which may have provided efficiencies for library systems, but proved too rigid for the idiosyncrasies of a variety of businesses. Instead he describes an alpha-numeric system in which numbers provide simple means of finding while the initial alphabetic codes assign specific office-related classes (correspondence, press cuttings, catalogs, etc.) to the indexed materials.

He notes the general equivalency of cards and papers in vertical files.

One of the primary affordances that individual atomic cards have is the ability to more easily re-arrange and reuse them for various purposes in comparison with larger sheets with greater amounts of data on them.

White highlights the ability to easily shuffle and reshuffle cards in a variety of orders (alphabetical, by source type) and this is one of the benefits of using note cards. (p51)

I'd listened to this whole episode sometime since 2022-04-05, but didn't put it in my notes.

Mark Robertson delineates how he actively models the use of his note taking practice (using Roam Research) while teaching/lecturing in the classroom. This sort of modeling can be useful for showing students how academics read, gather, and actively use their knowledge. It does miss the portion about using the knowledge to create papers, articles, books, etc., but the use of this mode of reading and notes within a discussion setting isn't terribly different.

Use of the system for conversation/discussion with the authors of various texts as you read, with your (past) self as you consult your own notes, or your students in classroom lectures/discussion sections is close to creating your own discussion for new audiences (by way of the work your write yourself.)

https://www.buzzsprout.com/1194506/4875515-mark-robertson-history-socratic-dialogue-live-roaming.mp3

I take issue with this statement from the translators. Do they come about it themselves or does it stem from Eco?

The general affordances of many modalities are very similar, though the ease of use and speed in arrival at a destination may be slightly different. (That is, cards can be ordered more quickly perhaps, but a similar function can be done using notebooks or slips.)

I've been using a mixture of methods focused around 4 x 6" index cards for a while after having previously done a traditional bullet journal, Day-Timer, etc. and attempting to something similar in a variety of digital contexts including TiddlyWiki, Obsidian, Logseq, etc. (More details/discussion: https://www.reddit.com/r/bulletjournal/comments/15av66m/a_year_of_bullet_journaling_on_index_cards/) Somehow paper always seems to win out for the tactile nature and the decreased probability of things going lost (being out of sight and thus out of mind which happens for me in digital), or dealing with a never-ending list of overwhelming pop up reminders.

I've written a bit about the history of some of these methods, which includes links to some of the bigger examples of each if it helps to see some variety about what each system suggests or photos of them at work. One of the oldest methods from which most of the rest seem to stem is the Memindex from circa 1903.

My current go-to is a Memindex/bullet journal method adapted to index cards rather than a notebook. I've got a card every day for events and to do lists as well as cards for "Future", planned purchases/groceries, etc. I keep a top level card with short lists of what I want to read, watch, listen to, and learn. I also keep a sectioned Eisenhower matrix group of cards for the areas: crisis, productivity, distraction, and low priority. I also have a Projects section with descriptions and lists for each and based on priorities, I'll take individual steps from the project cards and place them onto my daily cards as I go.

Some of the bigger projects may have a top level card followed by cards which breakdown or outline parts of larger processes. I can then lay them out on a table (Gantt chart style) to determine dependencies and create a pseudo schedule. When I'm done, I'll clip them all together in the most appropriate order and number them. As necessary, I'll take some of these cards out and "schedule" them for individual days by placing them behind or attaching them to the appropriate daily cards with a paper clip. (If you do this, make sure the project name and a potential order number designator is on them, so that you can refile them with the project as necessary.)

The key is doing weekly and bigger monthly or quarterly reviews of all the major cards and moving/scheduling what you need to do from either old cards or project cards each week. Going through my entire collection of immediate cards is usually incredibly fast. When I'm done with cards, they get archived away in my card index for future consultation if necessary. I'm also usually making further notes on the cards as I go and cross indexing them, so that if I don't have the notes for a particular project in the project section, it's being written on the individual daily cards; at the end of the week I'll update the project cards and write down the dates of those notes into the project file so that if I need them later they're available (but importantly I don't have to copy over all the notes). After doing this it's usually pretty easy to work on planning the next steps for the coming week/month.

For lower priority projects and to do items, if things sit around too long undone they slowly move down the priority list from crisis to low priority or they slowly move to the back of my projects section where they get reviewed less often.

For those who prefer some visualization, here are two photos which may help in terms of the physical arrangement I'm using: - https://boffosocko.com/wp-content/uploads/2023/09/wp-1693596706707-scaled.jpg (alt text: Display of two columns of index cards with only the titles on each showing. Column one: Planning Daily, Planning Weekly, Weeks 31-35 August 2023, Sept 02 2023, September 03 2023, Crisis: Urgent/Important, Productivity: Not Urgent/Important, Low Priority: Not Urgent/Not Important, Distraction: Urgent/Not Important, Someday. The second column: Project Priorities Spring 2023, Reading Priorities, Writing Priorities, Learning Priorities, Listening Priorities, Watching Priorities, Purchases Planning, Groceries.) - https://boffosocko.com/wp-content/uploads/2023/09/wp-16935967219588251569559254031730-scaled.jpg (alt text: My card index for productivity featuring sections for an Eisenhower Matrix, Projects, and tabs for the upcoming 12 months and 31 days in the current month.)

On a day-to-day basis, I keep most of it in an Acrimet card file on my desk, though the longer term storage is in a nearby Singer Card File Cabinet. (I'll often have a full drawer removed from the big cabinet on my desk while I'm working on a particular section.) While travelling about, I store the most important daily use cards in a King Jim Flatty Works case which is about the size of a small notebook or which fits easily into my shoulder bag. If you're all-in on index cards and you need ideas for storage, I've been compiling a relatively comprehensive list of index card storage options.

Having done notebooks and other paper-based planners (Hobonichi) before, I appreciate that the cards are easily moveable and re-orderable, I don't waste any paper or space if I miss days, I'm not as precious about screwing up a new notebook, and I don't have to carry either multiple notebooks, or worry about recopying project pages from one notebook to the next when I'm done. I also don't have to worry about losing large parts of my planning if I lose a whole notebook. It's always easy to have today's card on me at all times or to take small sections on the road as needed. Additionally cards are very cheap. If you're of the sort of camp that having pre-laid out stationery with finer stock, perhaps try Notsu who pre-prints a variety of productivity cards, though only in 3 x 5 inch sizes. There are a few other smaller companies who still do this, but they tend toward the more expensive side.

There are many ways to do variations on these, so take a look at some examples of how others use them and then attempt to evolve a practice which works for you. For example, if having an Eisenhower Matrix section doesn't make sense to you, then drop that part and adopt what does work instead.

For those who are deep into this sort of rabbit hole, I'll also mention that I keep a separate zettelkasten "department" within my collection for notes related to reading/research. (I had to fill that massive Singer card index up with something besides extra wine storage.)

Syndication link: https://www.reddit.com/r/gtd/comments/15pfz8o/comment/jypt023/?utm_source=reddit&utm_medium=web2x&context=3

via: Didier Eribon, Conversations with Claude Lévi-Strauss (Chicago: University of Chicago Press, 1991), vii–viii; Claude Lévi-Strauss, Structural Anthropology (New York: Basic Books, 1963), 129f.

Note taking can also be done to create a database (a la Beatrice Webb's scientific note taking).

Great example of a historian implying the benefit of not only a card index, but of potentially how commonplace it was to not only have one, but to have stenographers or secretaries to help manage them.

Link this to the reference in Heyde about historians and others who were pushed to employ stenographers or copyists to keep their card indexes in order.

Given the cost of employing secretaries to manage our information, one of the affordances that computers might focus on as tools for thought is lowering the barrier for management and maintenance. If they can't make this easier/simpler, then what are they really doing beyond their shininess? Search is obviously important in this context.

What was the reference to employing one person full time to manage every 11 or 12 filing cabinets' worth of documents? Perhaps Duguid in the paper piece?

In addition to "critical thinking, resourcefulness, creativity, attention to detail, and academic pride and humility", the ability to use a note card-based research system like Umberto Eco's is the key to overcoming information overload.

reply to IvanFerrero at https://forum.zettelkasten.de/discussion/1740/anybody-using-this-approach-to-manage-contacts-how#latest

Many of the digital note taking tools that run off of text allow you to add metadata to your basic text files (as YAML headers, inline with a key:: value pair, or via #tags). Many of them have search functionality or use other programmatic means like query blocks, DataView, DataViewJS, etc. for doing queries on your files to get back lists, tables, charts, etc. of the data you're looking for.

The DataView repository has some good examples of how this works with something like Obsidian. Fortunately if you're using simple text files you can usually put them into one or more platforms to get the data and affordances you want out of them individually.

As an example, I have a script block in my daily note in Obsidian for birthdays in my notes that fall on today's date:

```dataview LIST birthday FROM "Lists/People" WHERE birthday.day = date(2023-01-18).day ```

If I put the text birthday:: 1927-12-08 into a note about Niklas Luhmann, his name and birthday would appear in my daily note on his birthday. One can use similar functionality to create tables of books they read with titles, authors, ratings, dates read, etc. or a variety of other data input which parses through your plaintext files. Services like Obsidian, Logseq, et al. are getting better about allowing these types of programmatic searches for users without backgrounds in programming and various communities usually provide help for pre-made little snippets like the one above that one can cut and paste into their notes to get the outputs that they need. Another Obsidian based example that uses text files for tracking academic journal articles can be found at https://nataliekraneiss.com/your-academic-reading-list-in-obsidian/; I'm sure there are similar versions for other text-based platforms.

In pre-digital times, for a manual version of a rolodex like this in paper, one could use different color cards as pseudo-tags (doctors are on yellow cards, family members on blue cards, friends on green cards, etc.) or adding edge notches or even tabs to represent different types of metadata. See for example the edge colored cards in Hawkexpress' Pile of Index Cards: https://www.flickr.com/photos/hawkexpress/albums/72157594200490122

At what point in the process does one have a conceptualization for the overall outline of what they're writing?

In cases where it's earlier than others, then heavy linking and organization may not be as necessary.

https://www.youtube.com/watch?v=2ueMHkGljK0

Robert Greene's method goes back to junior high school when he was practicing something similar. He doesn't say he invented it, and it may be likely that teachers modeled some of the system for him. He revised the system over time to make it work for himself.

• [x] Revisit this for some pull quotes and fine details of his method. (Done on 2022-11-08)

I would suggest that this is wholly wrong as both of the memories described are honed for specific situations and not broadly applicable.

Even those with good natural memories as well as those with significant mnemonic practices can benefit from a structured note taking practice.

Earl Pomeroy suggests that Paxson's note taking method freed his mind to better reflect and appraise his work. This allows a greater efficiency of work, particularly when it comes to easier search and recall as well as the overall process which becomes easier through practice.

los2pollos reply to: https://www.reddit.com/r/antinet/comments/y5un81/comment/it667sq/?utm_source=reddit&utm_medium=web2x&context=3

There are a wide variety of methods of organizing and sorting one's note cards including by topic (usually alphabetical), by date, by idea, by author, by title, etc.

If you're using it as a diary, you'd probably keep that subsection in order by date written, and then potentially have it cross indexed by subject if those things were important to you.

If you kept other information like mood, health, activities, exercise, glasses of water per day (for example) on them, you could resort and re-order them by those data as well if you liked. And naturally, this ability to resort/reorder one's notes has been one of the greatest features and affordances to these systems historically.

While he previously recommended using note cards of the same size, the examples in Goutor (1980) have 3x5" cards for bibliographic notes and 5x7" or larger cards for content notes. (p19, 21)

Is there a reason stated anywhere here for this discrepancy or change? One would ostensibly keep them in different places/sections of one's card index, but does the size difference help to differentiate the two to aid in sorting? Is the larger card intended to hold more long form writing?

Goutor is in Canada, so were 5x7" cards more common or standardized there in the late 1970s and early 80s?

A5 measures 148 × 210 millimeters or 5.83 × 8.27 inches, so is a bit larger than 5x7".

5x7" is a more standard photo size, so was this chosen as the result of storage options from the photography space?

5x7" is scantly available in America in 2022, but only from Hamilco. A few others make cardstock in that size but not specifically as index cards.

Who is using these forms in practice? I'd love to see some examples.

This sort of set up could be used with some outlining functionality to streamline the content creation end of common note taking practices.

Is anyone using a spreadsheet program (Excel, Google Sheets) as the basis for their zettelkasten?

Link to examples of zettelkasten as database (Webb, Seignobos suggestions)

syndication link

Moreover

A zettelkasten type note taking method isn't only popular and useful for scholars by 1898, but is useful to "statisticians, financiers, and men of letters".

Note carefully the word "mechanically" here used in a pre-digital context. One can't easily keep large amounts of data in one's head at once to make sense of it, so having a physical and mechanical means of doing so would have been important. In 21st century contexts one would more likely use a spreadsheet or database for these types of manipulations at increasingly larger scales.

Ryan Holiday keeps a commonplace book on 4x6 inch ruled index cards with a theme or category written in the top right corner. He learned his system from Robert Greene.

Of crucial importance to him was the ability to shuffle the cards and move them around.

Julius Reizen in reviewing over Umberto Eco's index card system in How to Write a Thesis, defines his own "insurance card" as one which contains "hard-to-classify thoughts, questions, and areas for further inquiry". These he would keep together so that they don't otherwise get lost in the variety of other locations one might keep them

These might be akin to Ahrens' "fleeting notes" but are ones which may not easily or even immediately be converted in to "permanent notes" for one's zettelkasten. However, given their mission critical importance, they may be some of the most important cards in one's repository.

link this to - idea of centralizing one's note taking practice to a single location

Is this idea in Eco's book and Reizen is the one that gives it a name since some of the other categories have names? (examples: bibliographic index cards, reading index cards (aka literature notes), cards for themes, author index cards, quote index cards, idea index cards, connection cards). Were these "officially" named and categorized by Eco?

May be worthwhile to create a grid of these naming systems and uses amongst some of the broader note taking methods. Where are they similar, where do they differ?

Multi-search tools that have full access to multiple trusted data stores (ostensibly personal ones across notebooks, hard drives, social media services, etc.) could potentially solve the problem of needing to remember where you noted something.

Currently, in the social media space especially, this is not a realized service.