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.

https://web.archive.org/web/20060422014759/http://that4.2ch.net/test/read.cgi/stationery/1021438965/l50

Apparently there is a Japanese text with the title "How to Write and American-style Essay" which recommends using classification codes in the upper right and an assigned serial number in the top left.

How was this related (or not) to Luhmann's practice or to the practices of the Dewey Decimal System? [Update: not related at all, see: https://hypothes.is/a/bDEoiqT3Ee6lAeNajBBsjw]

Hawk Sugano's Pile of Index Cards method is laid out visually in his Flickr account using photos of several of his cards along with descriptions of what each is for and how they work.

These include: 0. PoIC Format/Template 1. Record Card 2. Discovery Card 3. GTD Card 4. Cite Card 5. How to link between cards

https://www.youtube.com/watch?v=k_6BjUzwJX8

via https://everbookforever.com/

Leather sheet folded into four sections onto itself like a book cover. It holds six folders of pieces of paper (most of them folded in half making mini-booklet pages): - blank paper for future note taking use - templates (project pack, weekly schedule/to do template, project list, project templates) - logbook, journal like, dated, - contains notes, outlines, brain storms, and scratch pad - next actions/workstation (to do lists for email, home, work, calls ) - Project Pack (9 projects for the quarter, each has their own page or mini folder with details) - Work Week or the Weekly Review Folder (areas of focus/project list, yearly calendar on a page for planning, whatever folder, wild ideas,

When done, all the pages of folders are packed up and wrapped with an elastic band for easy carrying. It's like a paper (looks like A5) notebook deconstructed and filed into paper folders and wrapped in a pretty leather cover.

As sections are finished/done they can be archived into small booklets and presumably filed.

This looks shockingly like my own index-card productivity system based on a variety of Memindex/Bullet Journal/GTD.

Heyde, Johannes Erich. Technik des wissenschaftlichen Arbeitens. (Sektion 1.2 Die Kartei) Junker und Dünnhaupt, 1931.

annotation target: urn:x-pdf:00126394ba28043d68444144cd504562

(Unknown translation from German into English. v1 TK)

The overall title of the work (in English: Technique of Scientific Work) calls immediately to mind the tradition of note taking growing out of the scientific historical methods work of Bernheim and Langlois/Seignobos and even more specifically the description of note taking by Beatrice Webb (1926) who explicitly used the phrase "recipe for scientific note-taking".

see: https://hypothes.is/a/BFWG2Ae1Ee2W1HM7oNTlYg

first reading: 2022-08-23 second reading: 2022-09-22

I suspect that this translation may be from Clemens in German to Scheper and thus potentially from the 1951 edition?

Heyde, Johannes Erich. Technik des wissenschaftlichen Arbeitens; eine Anleitung, besonders für Studierende. 8., Umgearb. Aufl. 1931. Reprint, Berlin: R. Kiepert, 1951.

General instructions for using a Memindex

HOW IT IS USED <br /> Things to be done today, jot on face card. Things to be done tomorrow or next Friday, jot on card for that day. Things to keep before you until done, jot on opposite front card. A matter for January 10th jot on a short card put under the band till you return to your desk, then file next to card for January 10th when it will come out and refresh your memory.

Things to be done when in New York or Chicago jot on card "N" or "C." The new address of Mr. Jones, under "J." Ideas on advertising jot on card tabbed "adv." Things for your clerk to do, on his card , etc., etc. Retire today's card tonight, carrying forward things not completed and put next card in the file in has proved that almost back of pocket case. The alphabet enables one to index all jottings for instant reference. This system is very comprehensive yet perfectly simple. You soon the learn to depend on it every hour of every day.

Within the general instructions in a 1904 Memindex advertisement (next to an ad for "Genuine Edison Incandescent Lamps") we see the general ideas of indexing things into the future and carrying undone tasks forward, just as is done in the bullet journal method.

Howard L. Wilson, Manufacturer, 45 State St., Rochester, N. Y.<br /> (next to an ad for "Genuine Edison Incandescent Lamps")(p.2 in a 2/3 page ad)

Carleton, Hubert, ed. St. Andrew’s Cross. Vol. 19. Brotherhood of St. Andrew., 1904.

Specific issue: Nov-Dec 1904 Vol. 19, No 2-3, Pittsburgh, PA

1930s Wilson Memindex Co Index Card Organizer Pre Rolodex Ad Price List Brochure

archived page: https://web.archive.org/web/20230310010450/https://www.ebay.com/itm/165910049390

Includes price lists

List of cards includes: - Dated tab cards for a year from any desired. - Blank tab cards for jottings arranged by subject. - These were sold in 1/2 or 1/3 cut formats - Pocket Alphabets for jottings arranged by letter. - Cash Account Cards [without tabs]. - Extra Record Cards for permanent memoranda. - Monthly Guides for quick reference to future dates. - Blank Guides for filing records by subject.. - Alphabet Guides for filing alphabetically.

Memindex sales brochures recommended the 3 x 5" cards (which had apparently been standardized by 1930 compared to the 5 1/2" width from earlier versions around 1906) because they could be used with other 3 x 5" index card systems.

In the 1930s Wilson Memindex Company sold more of their vest pocket sized 2 1/4 x 4 1/2" systems than 3 x 5" systems.

Some of the difference between the vest sized and regular sized systems choice was based on the size of the particular user's handwriting. It was recommended that those with larger handwriting use the larger cards.

By the 1930's at least the Memindex tag line "An Automatic Memory" was being used, which also gave an indication of the ubiquity of automatization of industrialized life.

The Memindex has proved its success in more than one hundred kinds of business. Highly recommended by men in executive positions, merchants, manufacturers, managers, .... etc.

Notice the gendering of users specifically as men here.

Features: - Sunday cards were sold separately and by my reading were full length tabs rather than 1/6 tabs like the other six days of the week - Lids were custom fit to the bases and needed to be ordered together - The Memindex Jr. held 400 cards versus the larger 9 inch standard trays which had space for 800 cards and block (presumably a block to hold them up or at an angle when partially empty).

The Memindex Jr., according to a price sheet in the 1930s, was used "extensively as an advertising gift".

The Memindex system had cards available in bundles of 100 that were labeled with the heading "Things to Keep in Sight".

The Cambridge Companion To Edward Gibbon by Karen O’Brien and Brian Young, eds.<br /> by Mark Bernstein

Oh, do tell!

Esparmer is correct that research and writing did change with the advent of word processors and the internet in the 1990s and early 2000s (p xi), but these were primarily changes to the front and the back of the process. Esparmer and far too many others seem to miss the difference in which affordances were shifting here. The note taking and organization portions still remained the same, so Eco's advice is still tremendously important. Even if one were to do long form notes in notebook format or in digital documents, they would profitably advised to still properly cross-index their notes or have them in a form that allows them to rearrange them most simply with respect to the structuring and creative processes.

Losing the ability to move ideas around easily, restructure them, link them together and outline them was a tremendous blow in going from the old methods to the new digital ones.

Did we accidentally become enamored of the new technologies and forget that their affordances didn't completely replace those of the old methods?

https://pressbooks.rampages.us/msw-research/

Note taking section, particularly here: https://pressbooks.rampages.us/msw-research/chapter/5-writing-your-literature-review/#chapter-285-section-2

Victor Margolin's note taking and writing process

• Collecting materials and bibliographies in files based on categories (for chapters)
• Reads material, excerpts/note making on 5 x 7" note cards
  • Generally with a title (based on visual in video)
  • excerpts have page number references (much like literature notes, the refinement linking and outlining happens separately later in his mapping and writing processes)
  • filed in a box with tabbed index cards by chapter number with name
  • video indicates that he does write on both sides of cards breaking the usual rule to write only on one side
• Uses large pad of newsprint (roughly 18" x 24" based on visualization) to map out each chapter in visual form using his cards in a non-linear way. Out of the diagrams and clusters he creates a linear narrative form.
• Tapes diagrams to wall
• Writes in text editor on computer as he references the index cards and the visual map.

"I've developed a way of working to make this huge project of a world history of design manageable."<br /> —Victor Margolin

Notice here that Victor Margolin doesn't indicate that it was a process that he was taught, but rather "I've developed". Of course he was likely taught or influenced on the method, particularly as a historian, and that what he really means to communicate is that this is how he's evolved that process.

"I begin with a large amount of information." <br /> —Victor Margolin

"As I begin to write a story begins to emerge because, in fact, I've already rehearsed this story in several different ways by getting the information for the cards, mapping it out and of course the writing is then the third way of telling the story the one that will ultimately result in the finished chapters."<br /> —Victor Margolin

I suspect that this example of Eleanor Konik's is incredibly common among note takers. They may have vast repositories of collected material which they can reference or use, but typically don't.

In digital contexts it's probably much more common that one will have a larger commonplace book-style collection of notes (either in folders or with tags), and a smaller subsection of more highly processed notes (a la Luhmann's practice perhaps) which are more tightly worked and interlinked.

To a great extent this mirrors much of my own practice as well.

George Carlin kept his slips (miscellaneous scraps of collected paper with notes) sorted by topic name in Ziploc bags (literally that specific brand given the photo's blue/purple signature on the bag locks).

This is similar to others, including historian Keith Thomas, who kept his in labeled envelopes.

Historian Keith Thomas describes his note taking method which is similar to older zettelkasten methods, though he uses larger sheets of paper rather than index cards and files them away in topic-based envelopes.

How does a medievalist reference "omnium gatherum" without an explicit mention of even florilegia which generally translates as "gatherings of flowers" as their method?!

http://johannadaniel.fr/isidoreganesh/2015/06/archives-roland-barthes/

Translation:

There is one point in particular that strikes me more every day: what the archive of yesterday's researcher can teach today's researcher, in terms of methodology.

With the rarer exceptions of writers like Erasmus, Melanchthon, Agricola, U. Eco, and G. Weinberg who wrote manuals or others like John Locke (on Indices), E. Bernheim, Langlois/Seignobos, and B. Webb who tucked reasonable advice on research and note taking methods in their texts or appendices one of the benefits of of researcher archives is not just the historical record of the researcher's evolving thought, but to actually show specific types of methodology and changes through time.

...the usefulness of a note-taking system has an ultimate limit beyond which it becomes self-defeating. [...] After all, the ultimate purpose of the exercise is not to produce beautiful notes displaying the researcher's technical prowess, but rather usable notes to build the mosaic.<br /> —Jacques Goutor (p33)

Goutor breaks down the post-processing of notes into two phases: "coding" (tagging or categorization) and "cross-referencing". (p31).

There is a difference between various modes of note taking and their ultimate outcomes. Some is done for learning about an area and absorbing it into one's own source of general knowledge. Others are done to collect and generate new sorts of knowledge. But some may be done for raw data collection and analysis. Beatrice Webb called this "scientific note taking".

Historian Jacques Goutor talks about research preparation for this sort of data collecting and analysis though he doesn't give it a particular name. He recommends reading papers in related areas to prepare for the sort of data acquisition one may likely require so that one can plan out some of one's needs in advance. This will allow the researcher, especially in areas like history or sociology, the ability to preplan some of the sorts of data and notes they'll need to take from their historical sources or subjects in order to carry out their planned goals. (p8)

C. Wright Mills mentions (On Intellectual Craftsmanship, 1952) similar research planning whereby he writes out potential longer research methods even when he is not able to spend the time, effort, energy, or other (financial) resources to carry out such plans. He felt that just the thought experiments and exercise of doing such unfulfilled research often bore fruit in his other sociological endeavors.

Goutor's description is offered as an outline of a mechanical method which he hopes will provide a greater level of efficiency, but which might be adapted to each researcher's work and needs. He also specifically offers it as a method to be used for "constructing some sort of final product". He considers it as serving the functions of gathering, organizing, storing and retrieving information.

(p3, Introduction)

Andy, I take that much broader view you're describing. I definitely wouldn't say I'm keen to trace things through one (or even more) historical traditions, and to be sure there have been very many. I'm curious about a broad variety of traditions and variations on them; giving broad categorization to them can be helpful. I study both the written instructions through time, but also look at specific examples people have left behind of how they actually practiced those instructions. The vast majority of people are not likely to invent and evolve a practice alone, but are more likely likely to imitate the broad instructions read from a manual or taught by teachers and then pick and choose what they feel works for them and their particular needs. It's ultimately here that general laziness is likely to fall down to a least common denominator.

Between the 8th and 13th Centuries florilegium flouished, likely passed from user to user through a religious network, primarily facilitated by the Catholic Church and mendicant orders of the time period. In the late 1400s to 1500s, there were incredibly popular handbooks outlining the commonplace book by Erasmus, Agricola, and Melancthon that influenced generations of both teachers and students to come. These traditions ebbed and flowed over time and bent to the technologies of their times (index cards, card catalogs, carbon copy paper, computers, internet, desktop/mobile/browser applications, and others.) Naturally now we see a new crop of writers and "influencers" like Kuehn, Ahrens, Allosso, Holiday, Forte, Milo, and even zettelkasten.de prescribing methods which are variously followed (or not), understood, misunderstood, modified, and changed by readers looking for something they can easily follow, maintain, and which hopefully has both short term and long term value to them.

Everyone is taking what they want from what they read on these techniques, but often they're not presented with the broadest array of methods or told what the benefits and affordances of each of the methods may be. Most manuals on these topics are pretty prescriptive and few offer or suggest flexibility. If you read Tiago Forte but don't need a system for work or project-based productivity but rather need a more Luhmann-like system for academic writing, you'll have missed something or will only have a tool that gets you part of what you may have needed. Similarly if you don't need the affordances of a Luhmannesque system, but you've only read Ahrens, you might not find the value of simplified but similar systems and may get lost in terminology you don't understand or may not use. The worst sin, in my opinion, is when these writers offer their advice, based only on their own experiences which are contingent on their own work processes, and say this is "the way" or I've developed "this method" over the past decade of grueling, hard-fought experience and it's the "secret" to the "magic of note taking". These ideas have a long and deep history with lots of exploration and (usually very little) innovation, but an average person isn't able to take advantage of this because they're only seeing a tiny slice of these broader practices. They're being given a hammer instead of a whole toolbox of useful tools from which they might choose. Almost none are asking the user "What is the problem you're trying to solve?" and then making suggestions about what may or may not have worked for similar problems in the past as a means of arriving at a solution. More often they're being thrown in the deep end and covered in four letter acronyms, jargon, and theory which ultimately have no value to them. In other cases they're being sold on the magic of productivity and creativity while the work involved is downplayed and they don't get far enough into the work to see any of the promised productivity and creativity.

https://occidental.substack.com/p/the-adlernet-guide-part-ii?sd=pf

Description of a note taking method for reading the Great Books: part commonplace, part zettelkasten.

I'm curious where she's ultimately placing the cards to know if the color coding means anything in the end other than simply differentiating the card "types" up front? (i.e. does it help to distinguish cards once potentially mixed up?)

Automatic reference cards!

When did they stop doing this!!!

note the evolution here based on competition from practices in another field (accounting)

What was his experience within accounting and these traditions?

Interesting choice of translation for "Die Kartei" by the translator. Some may have preferred the more direct "file".

Historically for this specific time period, while index cards were becoming more ubiquitous, most of the prior century researchers had been using larger sheets and frequently called them either slips or sheets based on their relative size.

Beatrice Webb in 1926 (in English) described her method and variously used the words “cards”, “slips”, “quarto”, and “sheets” to describe notes. Her preference was for quarto pages which were larger pages which were likely closer to our current 8.5 x 11” standard than they were to even larger index cards (like 4 x 6".

While I have some dissonance, this translation makes a lot of sense for the specific time period. I also tend to translate the contemporaneous French word “fiches” of that era as “sheets”.

See also: https://hypothes.is/a/OnCHRAexEe2MotOW5cjfwg https://hypothes.is/a/fb-5Ngn4Ee2uKUOwWugMGQ

Historian Edward Gibbon made all of his notes "in books of fast-bound leaves".

Dow, Earle Wilbur. Principles of a Note-System for Historical Studies. Century Company, 1924.

Allosso, Dan, and S. F. Allosso. How to Make Notes and Write. Minnesota State Pressbooks, 2022. https://minnstate.pressbooks.pub/write/.

missing some textual context here for full quote...

Dutcher is recommending arranging notes and cards by topical headings in a commonplace sort of method. He does recommend a sub-arrangement of placing them in logical order for one's writing however. He goes even further and indicates one may "make cross references for notes which may be needed for use in more than one place." Which provides an early indication of linking or cross linking cards to multiple places within in one's card index. (Has this cross referencing (linking) idea appeared in the literature specifically before, or is this an early instantiation of this idea?)

https://scottscheper.com/letter/36/

Clemens Luhmann, Niklas' son, has a copy of a book written in German in 1932 and given to his father by Friedrich Rudolf Hohl which ostensibly is where Luhmann learned his zettelkasten technique. It contains a 34 page chapter titled Die Kartei (the Card Index) which has the details.

A manual on note taking practice that Blair quotes along with Paul Chavigny as being influential in the early 21st century.

Richard McKeon's advice, as relayed by a student, on how to take notes using an index card based practice.

Does he have a written handbook or advice on his particular method?

https://en.wikipedia.org/wiki/Dance_notation

method of analytic note-taking from Beatrice Webb

Webb distinguishes synthetic note taking from analytic note taking.

Beatrice Webb's suggestions: - Use sheets of paper and not notebooks, specifically so one can re-arrange, shuffle, and resort one's notes - She uses quarto pages as most convenient (quarto sizes have varied over time, but presumably hers were in the range of 8.5 x 11" sheets of paper, and thus rather large compared to index cards

It takes some careful attention, but her description of her method and how she used it in a pre-computer era is highly indicative of the fact that Beatrice Webb was actively creating a paper database system which she could then later query to compile data to either elicit insight or to prove answers to particular questions.

She specifically advises that one keep one and only one sort of particular types of data on each card whether that be dates, locations, subjects, or categories of facts. This is directly equivalent to the modern database design of only keeping one value in a particular field. As a result, each sheet within her notes might be equivalent to a row of related data which might contain a variety of different types of individual data. By not mixing data on individual sheets one can sort and resort their tables and effectively search through them without confusing data types.

Her work and examples here would have been in the period of 1890 and 1910 (she specifically cites that this method was used for her research on the "principles of 1834" which was subsequently published as English Poor Law Policy in 1910) at a time after Basile Bouchon and Joseph Marie Jacquard and contemporaneously with Herman Hollerith who were using punched cards for some of this sort of work.

This is one of the biggest problems with any of the systems digital or analog. The workflows for this are all generally not great.

I'm actually trying some advice from Konrad Gessner from the 1500s today. I've printed out some of my digital notes about Tiago Forte's new book to arrange and organize them in an attempt to reuse all my writing and thinking about it into a review of the book. It'll probably take a bit as I've left them for a week or two, but I'm curious to see what the manual process looks like here in an effort to help make the digital portion potentially easier.

https://medium.com/curious/umberto-ecos-index-card-system-90faaa19734f

author: Julius Reizen

All this description and prescription, then say this?!

I'll agree that each person's system should be their own and work for them, but it would have been more helpful to have this upfront and then to have looked at a broad array of practices and models for imitation to let people pick and choose from a variety of practices instead of presenting just one dish on the menu: P.A.R.A. with a side of C.O.D.E.

This four layer processing thing is painful and I suspect few are going to spend this much time on so many potential ideas.

Ahren's framing of fleeting notes and permanent notes is quicker and easier.

Also missing is any sort of inherent link to any other ideas or even to a broader index to make it somewhat easier to find/use. Simply filing it into a folder, even an "important" one seems fairly useless and make-work.

Many people take notes, they just don't know where they're taking them to. It's having a concrete use for them after you've written them down that makes all the difference. At this point, most would say that they do read back over them, but this generally creates a false sense of learning through familiarity. Better would be turning them into spaced repetition flashcards, or linking them to ideas and thoughts already in our field of knowledge to see if and where they fit into our worldview.

link to - research on false feeling of knowledge by re-reading notes in Ahrens

This is a useful distinction.

Twyla Tharp tells the story of a colleague who is a magazine editor. They keep a pile of clippings of phots, illustrations, and stories in their desk and mine it, often with others, for something that will create story ideas for new work.

This method is highly similar to that of Eminem's "Stacking Ammo" method.

In the framing here, I don't think it was so much Ahren's book, but the florescence of note taking tools (many of them very technical and appealing to the male/techbro crowd mentioned earlier in the piece). Though perhaps some of this tech crowd were influenced by Ahrens to make these tools which simply accelerated the space.

The four principles Niklas Luhmann used to build his notebox system are:

1. Analog
2. Numeric-alpha
3. Tree
4. Index

The first letters of those four principles (A, N, T, I) are what comprise an Antinet. An Antinet Zettelkasten is a network of these four principles.

Indices are certainly an old construct. One of the oldest structured examples in the note taking space is that of John Locke who detailed it in Méthode nouvelle de dresser des recueils (1685), later translated into English as A New Method of Organizing Common Place Books (1706).

Previously commonplace books had been structured with headwords done alphabetically. This meant starting with a preconceived structure and leaving blank or empty space ahead of time without prior knowledge of what would fill it or how long that might take. By turning that system on its head, one could fill a notebook from front to back with a specific index of the headwords at the end. Then one didn't need to do the same amount of pre-planning or gymnastics over time with respect to where to put their notes.

This idea combined with that of Konrad Gessner's design for being able to re-arrange slips of paper (which later became index cards based on an idea by Carl Linnaeus), gives us an awful lot of freedom and flexibility in almost any note taking system.

Building blocks of the note taking system

• atomic ideas
• written on (re-arrangeable) slips, cards, or hypertext spaces
• cross linked with each other
• cross linked with an index
• cross linked with references

are there others? should they be broken up differently?

Godfathers of Notetaking

• Aristotle, Cicero (commonplaces)
• Seneca the Younger (collecting and reusing)
• Raymond Llull (combinatorial rearrangements)
• Konrad Gessner (storage for re-arrangeable slips)
• John Locke (indices)
• Carl Linnaeus (index cards)

Umberto Eco's book How to Write a Thesis (MIT Press, 2015, #) can broadly be thought of as a zettelkasten system, but it advises a separate system for each project or writing assignment. This is generally good advice, and potentially excellent for students on a one-time basis, but it prevents one from benefitting from the work over multiple projects or even a lifetime.

In some sense, a more traditional approach, and one seen used in Niklas Luhmann's example is to keep different sections separated by broad topics.

Niklas Luhmann's zettelkasten #1 had 108 broad topics (along with a bibliography and a subject index), and zettelkasten #2 had 11 broad topics. (Cross reference: https://niklas-luhmann-archiv.de/bestand/zettelkasten/inhaltsuebersicht)

The zettelkasten structure allowed a familiar "folder" like top level structure, but the bibliographic and subject indices allowed them to interlink ideas from one space to the next for longer term work on multiple projects simultaneously.

The ideas behind knowledge management are largely timeless, but they are far from unchanging. They have evolved slowly over 2000+ years until we broadly threw many of them away in the early 20th century.

One only need read a few pages of Ann M. Blair's Too Much to Know: Managing Scholarly Information before the Modern Age to see some of the changes and shifts within the space from the 1400s on.

What are the differences in the affordances of handwritten notes versus digital notes? Worth making a complete list.

Historical note taking practices can tell us many things aside from just the ways in which textual information was managed. They can also tell us about how people lived, how they thought, how they used memory and writing and how these things were understood culturally.

We do however need to be careful in how we interpret these documents historically. We need to attempt to view them exegetically and not eisegetically. We also need to be careful to look at them from a "large world" perspective and not presume that small things had large and heavy influence on things to come in the future.

This quote is worth looking up and checking its context. Particularly I'm interested to know if the purpose of summarizing the source is to check one's understanding of the ideas as is done in the Feynman technique, or if the purpose is a reminder summary of the piece itself?

Link to Ahrens mentions of this technique for checking understanding. (Did he use the phrase Feynman in his text?)

Annotations or notes are definitely the first step towards having a collection of excerpts from one's reading. Where to put them can be a useful question though. Should they be in the margins for ease of creation or should they go into a notebook. Both of these methods may require later rewriting/revision or even moving into a more convenient permanent place. The idea "don't repeat yourself" (DRY) in programming can be useful to keep in mind, but the repetition of the ideas in writing and revision can help to quicken the memory as well as potentially surface additional ideas that hadn't occurred upon the notes' original capture.

Compare this with the waste book tradition in accounting.

Based on this definition of a "note", one must wonder if my public notes here on Hypothes.is are then not notes as they are tacitly circulated publicly from the first use. However they are still specifically and distinctly preparatory towards some future finished work, I just haven't yet decided which ultimate work in which they'll appear.

https://www.connectedpapers.com/

https://twitter.com/ConnectedPapers

Something about the name Connected Papers reminds me of the same sort of linking name that Manfred Kuehn gave to his note taking software ConnectedText.

I too had hoped that Ann Blair would discuss her own methods of note taking, compiling, and analysis.

Perhaps we should interview her for the details?

To a great extent, Hypothes.is has such a small footprint of users (in comparison to massive platforms like Twitter, Facebook, etc.) that it's never been a performative platform for me. As a design choice they have specifically kept their social media functionalities very sparse, so one also doesn't generally encounter the toxic elements that are rampant in other locations. This helps immensely. I might likely change my tune if it were ever to hit larger scales or experienced the Eternal September effect.

Beyond this, I mostly endeavor to write things for later re-use. As a result I'm trying to write as clearly as possible in full sentences and explain things as best I can so that my future self doesn't need to do heavy work or lifting to recreate the context or do heavy editing. Writing notes in public and knowing that others might read these ideas does hold my feet to the fire in this respect. Half-formed thoughts are often shaky and unclear both to me and to others and really do no one any good. In personal experience they also tend not to be revisited and revised or revised as well as I would have done the first time around (in public or otherwise).

Occasionally I'll be in a rush reading something and not have time for more detailed notes in which case I'll do my best to get the broad gist knowing that later in the day or at least within the week, I'll revisit the notes in my own spaces and heavily elaborate on them. I've been endeavoring to stay away from this bad habit though as it's just kicking the can down the road and not getting the work done that I ultimately want to have. Usually when I'm being fast/lazy, my notes will revert to highlighting and tagging sections of material that are straightforward facts that I'll only be reframing into my own words at a later date for reuse. If it's an original though or comment or link to something important, I'll go all in and put in the actual work right now. Doing it later has generally been a recipe for disaster in my experience.

There have been a few instances where a half-formed thought does get seen and called out. Or it's a thought which I have significantly more personal context for and that is only reflected in the body of my other notes, but isn't apparent in the public version. Usually these provide some additional insight which I hadn't had that makes the overall enterprise more interesting. Here's a recent example, albeit on a private document, but which I think still has enough context to be reasonably clear: https://hypothes.is/a/vmmw4KPmEeyvf7NWphRiMw

There may also be infrequent articles online which are heavily annotated and which I'm excerpting ideas to be reused later. In these cases I may highlight and rewrite them in my own words for later use in a piece, but I'll make them private or put them in a private group as they don't add any value to the original article or potential conversation though they do add significant value to my collection as "literature notes" for immediate reuse somewhere in the future. On broadly unannotated documents, I'll leave these literature notes public as a means of modeling the practice for others, though without the suggestion of how they would be (re-)used for.

All this being said, I will very rarely annotate things privately or in a private group if they're of a very sensitive cultural nature or personal in manner. My current set up with Hypothesidian still allows me to import these notes into Obsidian with my API key. In practice these tend to be incredibly rare for me and may only occur a handful of times in a year.

Generally my intention is that ultimately all of my notes get published in something in a final form somewhere, so I'm really only frontloading the work into the notes now to make the writing/editing process easier later.

Where

My annotations broadly flow into two spaces:

Obsidian

My private Obsidian-based vault is where I collect the notes and actively work on, modify, edit, and expand them if and when necessary. This is also the space where I'm broadly attempting to densely interlink them together for future use and publication in other venues. If I could, I would publish these all on the web, but I've yet to find a set up with a low enough admin tax that I can publish them inexpensively in a way I'd like them to appear (primarily with properly linked [[WikiLinks]]) while still owning them in my own space.

I've been experimenting around with using Blot.im as a solution to display them here https://notes.boffosocko.com/, but at present it's a very limited selection of my extant notes and doesn't include Webmention or other niceties I'd like to add. As it's a very alpha stage experiment I don't recommend anyone follow or use it and it may disappear altogether in the coming months.

WordPress

My main website uses WordPress. To a great extent, this is (now) primarily a back up location and the majority of the annotations are unpublished to the public, but are searchable to me on the back end.

I do, however, use it occasionally for quickly publishing and syndicating select annotations which I think others may find interesting or upon which I'm looking for comments/feedback and don't expect that the audience I'd like these from will find them natively on Hypothes.is' platform. An example of this might be a paper I was reading this weekend on Roland Barthes which discusses his reasonably well documented zettelkasten-like note taking practice. The article can be found here: https://culturemachine.net/wp-content/uploads/2019/01/373-604-1-PB.pdf with the annotations seen here: https://docdrop.org/pdf/The-Card-Index-as-Creativity-Ma---Wilken-Rowan-upq8g.pdf/. To tip off others in the space, I made a post on my site with a bit of a puzzle and syndicated it to Twitter. A few hours later I posted a follow up with some additional details and links to my notes on hypothesis which got some useful feedback from Matthias Melcher on the Barthes paper as well as on a related paper I mentioned by Luhmann, particularly about German translation, with which I have little facility.

Another recent illustrative example was this annotation on the Library of Congress website about Vladimir Nabokov which was picked up by my website (though unpublished/not public) but which I syndicated to Twitter primarily to be able to send a notification to Eleanor Konik who I know is interested in the idea of World Building using historical facts and uses Obsidian in her work. (The @mention in the tweet is hiding in the image of the index card so that I could save text space in the main tweet.) Several others interested in note taking and zettelkasten for writing also noticed it and "liked" it. Not being on Hypothes.is to my knowledge much less following me there, neither Eleanor nor the others would have seen it without the Tweet.

Nabokov used index cards for his research & writing. In one index card for Lolita, he creates a "weight-heigh-age table for girls of school age" to be able to specify Lolita's measurements. He also researched the Colt catalog of 1940. #WorldBuildinghttps://t.co/i16Yc7CbJ8 pic.twitter.com/JSjXV50L3M

— Chris Aldrich (@ChrisAldrich) April 10, 2022

How

Obsidian

Getting annotations from Hypothes.is to Obsidian is a short two-step process which is reasonably well automated so that I don't spend a lot of time cutting/pasting/formatting.

I start with an IFTTT recipe that takes the RSS output of Hypothes.is and creates text files directly into my Obsidian vault. The results are quite rudimentary and only include the title of the document, the permalink of the Hypothes.is post, the highlighted text, and my annotation. It doesn't include the tags as RSS doesn't have a specification for these.

Second, I've set up Hypothesidian which has a much higher fidelity dovetail with the Hypothes.is API to get all the data and even the formatting set up I'm looking for. A reasonably well laid out set of instructions with a low/no code approach for it can be found at https://forum.obsidian.md/t/retrieve-annotations-for-hypothes-is-via-templater-plugin-hypothes-idian/17225. It allows importing annotations by a variety of methods including by date and by document URL. I've also made a small modification to it so that tags on Hypothes.is are turned into [[wikilinks]] in Obsidian instead of #tags which I only use sparingly.

All the IFTTT annotations will be ported individually into a specific Obsidian folder where I'll process them. I can then quickly use Hypothesidian to import the properly laid out version (using templates) of the notes with just a few keystrokes and then focus my time on revising my notes if necessary and then linking them to the appropriate notes already in my system. Finally I'll move them into the appropriate folder based on their content—typically one of the following: zettelkasten, wiki, commonplace, dictionary, or sources (for bibliographic use). Careful watchers will notice that I often use Hypothes.is' "page notes" functionality to create a bookmark-like annotation into which I will frequently post the URL of the page and occasionally a summary of a piece, these are imported into my system and are used as source/bibliographic information. I also have some dovetailing with Zotero as a bibliographic set up which feeds into this data as well.

This version which I've cobbled together works well for me so that I'm not missing anything, but there are definitely other similar processes available out there both for Obsidian (with plugins or scripts) as well as for other platforms. If I'm not mistaken, I think Readwise (a paid solution) has a set up for note transfer and formatting.

WordPress

As there isn't an extant Micropub client for Hypothes.is I initially used RSS as a transport layer to get my notes from Hypothes.is into WordPress. The fidelity isn't great in part because RSS doesn't include any tags. To get some slightly better presentation I set up a workflow using RSS output from Hypothes.is as input into an IFTTT workflow which outputs to a webhook that stands in as a Micropub client targeting my websites Micropub server. Some of the display on my site is assisted by using the Post Kinds plugin, which I know you've been working around yourself. The details may be above some, but I've outlined most of the broad strokes of how this is done in a tutorial at https://boffosocko.com/2020/01/21/using-ifttt-to-syndicate-pesos-content-from-social-services-to-wordpress-using-micropub/. In that example, I use the service Pocket as an example, but Hypothes.is specific information could easily be swapped out on a 1-1 basis.

A custom stand-alone or even an integrated micropub client for Hypothes.is would be a fantastic project if someone wanted to dig into the details and dovetail it with the Hypothes.is API.

Why

Ideally, I'm hoping that small pieces loosely joined and IndieWeb building blocks will allow me to use the tools and have the patterns I'm looking for, without a lot of work, so that I can easily make annotations with Hypothes.is but have and share (POSSE) my content on my own site in a way that works much the way many IndieWeb sites dovetail with Twitter or Mastodon.

I'm doing some portions of it manually at present, without a lot of overhead, but it would be fun to see someone add micropub and webmention capabilities to Hypothes.is or other IndieWeb building blocks. (I suspect it won't be Hypothes.is themselves as their team is very small and they're already spread thin on multiple other mission critical projects.)

In the end, I'm using Hypothes.is as a well designed and convenient tool for quickly making notes on digital documents. All the data is flowing to one of two other locations where I'm actually making use of it. While there is some social layer there, I'm getting email notifications through the Hypothes.is settings and the data from my responses just gets rolled back into my spaces which I try to keep open and IndieWeb friendly by default. At the same time, for those who want or need it, Hypothes.is' interface is a great way of reading, searching, sorting, and interacting with my notes in public, particularly until I get something specific and user friendly up to do it on my own domain.

Barthes kept his system to a 'strict format' of cards which were one quarter the size of his usual sheet of writing paper, though he did adjust the size over time as paper sizes standardized within Europe. Hollier indicates that the collection had considerable 'interior mobility' and the cards were constantly reordered with use. Barthes also apparently frequently annotated and altered his notes on cards, so they were also changing with use over time.

Did he make his own cards or purchase them? The sizing of his paper with respect to his cards might indicate that he made his own as it would have been relatively easy to fold his own paper in half twice and cut it up.

Were his cards numbered or marked so as to be able to put them into some sort of standard order? There's a mention of 'interior mobility' and if this was the case were they just floating around internally or were they somehow indexed and tethered (linked) together?

The fact that they were regularly used, revise, and easily reordered means that they could definitely have been used to elicit creativity in the same manner as Raymond Llull's combinatorial art, though done externally rather than within one's own mind.

First time I've run across the French term fichier boîte (literally 'file box') for index card boxes or files.

As someone looking into note taking practices and aware of the idea of the zettelkasten, the suspense is building for me. I'm hoping this paper will have the payoff I'm looking for: a description of Roland Barthes' note taking methods!

Window notes are a note taking method in which one folds a piece of paper into four squares and titles them "facts", "feelings", "questions", and "ideas" to be filled in by the note taker.

Surprised no one mentioned window notes as a strategy. You fold the paper into 4 squares entitled Facts, Feelings, Questions, and Ideas. I also like the idea of using Popplet or Evernote as a digital or collaborative note taking method as well to include drawings and videos.

— Valerie Lewis (@iamvlewis) October 7, 2018

https://www.youtube.com/watch?v=lnFHwl2Dbr0

• System should be as frictionless as possible.
• Capture in one location. (She says as few as possible, but this is too wishy-washy: she's got a "Readwise page" and a "Links page".)
• There needs to be levels of processing.
  • Split out based on future value.
• Everything has resources. How to capture metadata and be able to cite it?

Everything needs to have a "Why"? What is the context for capturing? What is the reason? How will it be used in the future? Why was it interesting?

She also describes how she collects notes in various formats (books, online articles, Kindle, Twitter, etc.) It primarily involves using Notion along with a variety of other sub-applications including Instapaper for sharing to Notion.

Dramatically missing from this presentation is the answer to the question "why" collect all this stuff? How is she using it in the future? What is the overall value? She touches on writing the why for herself as she's taking notes, but I get the impression that she's not actively practicing what she preaches, and I suspect that many don't. This leaves me with the impression that she's collecting with no end goal, which for many may be fine.

She's got a gaping hole in the processing section which likely needs a video unto itself and which would probably go a long way toward answer the "why" question above.

In looking at her other videos, I see she's using the phrase "second brain" and words like productivity. There seems to be a high level of disconnect between those using "second brain" and the "why do this?" question other than the simple idea of "productivity" which seems to be a false trap that gets people into the mindset of being a collector for collections' sake.

Almost hilariously she's got videos with titles like: - "I'm a productivity guru and I hate it." - "Productivity YouTube is brainwashing you"

She's titled the final portion of the video "Outro" which is actually displayed on the video UI. This might be useful for production purposes but should be changed or omitted for actual consumption.

The title "How I Remember Everything I Read" is pure clickbait here. It's more aptly titled, "How I Take and Save Notes". Where's the how I use this after? or how I review over it all to actually remember it/memorize it? There's nothing here to support this end of things which is the promise given in the title.

Some discussion of doing research on zettelkasten methods and workflows.

What do note taking methods and processes look like for individual people?

What questions would one ask for this sort of research in an interview setting (compared to how one would look at extant physical examples in document-based research)? #openquestions

Link this to the work of Earle Havens on commonplace books through portions of history.

He's using his Field Notes notebooks as waste books and transcribing the important pieces into other places as necessary.

He also indicates that he's taking brief, reminder notes (or fleeting notes) contemporaneously and then expanding upon them later as necessary.

Given the benefits of gesturing, teachers can improve their pedagogy simply by encouraging their students to move their hands while explaining things or working on problems.

Studies with elementary school children have shown that if they gesture while solving math problems led them to discover and understand new concepts and problem solving strategies.

link this with prior idea of handwriting out annotations/notes as well as drawing and sketchnoting ideas from lectures

Students reviewing over Cornell notes also be encouraged to use their hands while answering their written review questions.

Nice to see someone speaking so joyously about annotations. :) Looks like you've got a heavier analog version of the digital version of what I'm doing. I often use Kindle hightlights/annotations and then import them to Obsidian. Alternately I use Hypothes.is on online .pdf copies and then use Hypothesidian (https://forum.obsidian.md/t/retrieve-annotations-for-hypothes-is-via-templater-plugin-hypothes-idian/17225) to import all my digital notes into Obsidian. I love being able to keep the original context of the text close for either creating literature notes or expanding fleeting notes into permanent ones. When I am in a more analog mode (who doesn't love the feel of a nice fountain pen on paper?) I have a method for doing optical character recognition on my handwritten notes to save the time of typing them out again: https://boffosocko.com/2021/12/20/55799844/

Wouter Groeneveld here is mixing up a digital garden and a blog with social media enhancements. I personally wouldn't expect a digital garden to necessarily have features like checkins, bookmarks, etc. Ideally it would be a mix of of a zettelkasten with atomic ideas and notes and a wiki structure with somewhat longer articles and ideas strung together.

From this definition, my personal website definitely isn't a "digital garden" but a blog with a variety of social media features built in. Looking at some smaller subsets of my website, one might consider it to be a digital garden.

An additional piece of digital gardening also has to do with actually tending the garden, which I generally don't do in my website the way I do in my Obsidian vault. My vault is more like a digital garden which has many streams of data coming into it and being regularly tended.

This is another example of the broader space of these ideas being mixed together in a hodgepodge without clear definitions of what each are.

https://twitter.com/grabe/status/1493723795281956867

In the early chapters Ahrens outlines the general form and method for taking notes for a zettelkasten, though he's not overly descriptive of the method and provides no direct examples.

In the middle chapters he talks broadly about learning research and how the zettelkasten method dovetails with these methods.

He does this almost as if he's a good teacher showing the student an outline of what to do and why, but leaving it up to them to actually do the work and experimentation to come up with their own specific methods of use to best suit their purposes. This allows them to do the work themselves so that they have a better chance of following a simple, but easy set of rules, but in a way that will allow them to potentially more quickly become an expert at the practice.

“The one who does the work does the learning,” writes Doyle (2008, 63) [Section 10.5]

In some sense, he's actively practicing what he preaches as a teaching device within his own book!

I think that this point may be actively missed by those readers who aren't actively engaging with and converting his ideas into their own and doing the work which he's actively suggesting.

Elaboration is thinking deeply about the meaning of what we've read, how it could inform or answer different questions, and how it can be linked or combined with other knowledge. It is one of the best-researched and most successful learning methods. While it seems to have some subtle differences, it sounds broadly similar to the Feynman technique and is related to the idea of writing questions based on one's notes in the Cornell note taking method.

The Cornell notes practice of writing questions in the empty left column as a means of testing knowledge can be an effective tool after taking notes to ensure that one has actually learned and understood the broad concepts. They can also be used for spaced repetition purposes as well.

Valuable though they may be as teaching and learning tools, they don't figure directly into the idea of permanent notes from a zettelkasten perspective.

Some of the lighter and more passive (and common) forms of reading, highlighting, underlining sentences and hoping to understand or even remember the content and contexts is far less valuable than active reading, progressive summarization, comparing and contrasting, and extracting smart or permanent notes from one's texts.

Mueller and Oppenheimer 2014 indicate that students that took lecture notes (rather than typing them on a laptop) were able to understand the content of a lecture better and that this effect extended the span of a week. It did not show a difference in the number of facts they were able to remember.

Collecting fleeting notes and not processing them into something more useful and permanent will eventually end in abject failure.

An example can be seen in the note taking of Joachim Jungius in 1657. He compiled approximately 150,000 slips (also known as scraps) with excerpts and ideas without any sort of order, arrangement, index or reference system. Following his death his students and heirs could make nothing of the massive "scrap heap". As a result, Vincent Placcius in De Arte Excerpendi (1689) specifically warns against this practice (p. 72).

(cross reference from : https://hypothes.is/a/SyenKlO2Eeys0esqwOgjUw)

Ahrens makes a useful analogy: the reason that early attempts at shipping containers failed was because their users tried to fit them into their own way of doing business instead of reorganizing their businesses to accommodate the shipping container. Similarly one needs to consider how one's note taking method fits into their work in a more integrative way. Without properly integrating it into one's workflow seamlessly the system will fail.

For those interested in looking at a system in English but with a slightly different form, but ostensibly similar, try W. Ross Ashby's digitized note collection: http://www.rossashby.info/

Perhaps not coincidentally, Ashby was a research colleague of Luhmann's.

Not highlighted in this context but it bears thinking about, Ahrens is looking at writing in particular while many note taking techniques (Cornell notes, SQ3R, SQ4R, etc.) and methods geared at students are specific to capturing basic facts which may need to be learned, by which I mean memorized or at least highly familiar, so that they can later be used in future analysis.

Many of these note taking concepts are geared toward basic factual acquisition, repetition, and memorization and not future generative thought or writing applications.

It's important to separate these ideas so that one can focus on one or the other. Perhaps there are contexts within which both may be valuable, but typically they're not. Within the zettelkasten context the difference between the two may be subtly seen in the conception of "literature notes" and "permanent notes".

Literature notes are progressive summarizations which one may use to strengthen and aid in understanding and later recall. These may include basic facts which one might wish to create question/answer pairs for use in spaced repetition programs.

Permanent notes have a higher level of importance, particularly for generative writing. These are the primary substance one wants to work with while the literature notes may be the "packing peanuts" or filler that can be used to provide background context to support one's more permanent notes.

Compare this with: https://boffosocko.com/2021/12/22/different-types-of-notes-and-use-cases/

turns into its own project without bringing the whole much further forward. Adding another promising technique to it, then, would make things only worse.

Keeping one's notes across multiple modalities, in different locations, different apps is a massive problem portending imminent and assured failure. Regardless of the system employed (paper, digital, app), one of the most important features of any note taking system is having them all centralized in one location.

Even if the paper or book you're reading doesn't answer the particular question you're researching, you're bound to come across other novel ideas and potential questions. Don't let these go to waste, but instead note them down and save them into your note taking system. They may be useful in the future, particularly if you found them interesting or intriguing.

It turns out "waste not, want not" is applicable to ideas as well.

I can't help but also thinking "waste note, want note" as an interesting turn of expression.

An active reader is always thinking, writing, and annotating. The notes from this process can and could easily be used to facilitate writing and generating new material showing new contexts and new modes of thought.

On the back of his notes, you will find not only manuscript drafts, but also old bills or drawings by his children. [footnote]

While it's possible that Luhmann may have cut some of his own paper, by the time he was creating his notes the mass manufacture of index cards of various sizes was ubiquitous enough that he should never have had to cut his own. He certainly wasn't forced to manufacture them the way Carl Linnaeus had to.

qbatten annotates on Jan 11, 2022:

Why note-taking is bad. Why you shouldn't take notes. Taking notes shouldn't be the end in itself!

I'll agree that "taking notes shouldn't be the end in itself", but they've drawn the completely wrong conclusion about note taking being bad or that this flimsy argument indicates that one shouldn't take notes.

Not everyone who wields a hammer is going to be a master craftsman and it's even less likely that someone who tinkers with one for a few months or even a few years will get there without some significant help. There's no evidence here of anything but desire for methods to work. Where was the deep practice, research into these systems described?

From the start, the featured image in the original article of a crazy person's conception of a massive collection of piles of paper to represent the process is highly illustrative of so many misconceptions.

It should be recognized that these basic note types are very different than the digital garden framing of 📤 (seedbox), 🌱 (seedling), 🪴 (sapling), 🌲 (evergreen), etc. which are another measure of the growth and expansion of not just one particular idea but potentially multiple ideas over time. These are a project management sort of tool for focusing on the growth of ideas. Within some tools, one might also use graph views and interconnectedness as means of charting this same sort of growth.

Sönke Ahrens' framing of fleeting note, literature note, and permanent note are a value assignation to the types of each of these notes with respect to generating new ideas and writing.

https://words.jamoe.org/handwritten-hqa-notes/

Mostly a review of the prior article with little new.

This method also presupposes that one is taking notes solely for memorizing facts and helping to support basic understanding.

What about for analysis, comparison, synthesis, generation of entirely new ideas?

They say that HQ&A is for when narrow depth is a priority and Jump Notes for when shallow depth is a priority? What's the difference here? Aren't narrow and shallow really synonyms? This should be clearer.

They sound mostly like they're talking about highlighting facts and then doing progressive summarization.

of the brain modeled by W.R. Ashby:20 the capacity of the brain does not derive from a huge number of point-to-point-accesses but on the relations between the nodes (i.e. notes).

Evidence that Niklas Luhmann was aware of W. Ross Ashby. The secondary question to be asked here: did they each know of each others' note taking methods and systems which are highly similar?

Index card no. 9/8b of the second collection. (Niklas Luhmann)

One's lifetime of notes could be thought of as a hypertext work in progress that is designed to be open-ended.

See Bacon’s letter to Greville examined by Vernon Snow, ‘Francis Bacon’s Advice to Fulke Greville on Research Techniques’, Huntington Library Quarterly 23 (1960), 369–78, at 374

This is similar in tone but for slightly differing reasons to Mortimer J. Adler recommending against loaning one's annotated books to other users. (see: https://hypothes.is/a/6x75DnXBEeyUyEOjgj_zKg)

So here we have in print (we may need to double check the original French from 1921) an indicator of a note taker recommending using serial numbers on slips before Niklas Luhmann's birth.

This is still solid advice today; advice I have dispensed to others without having seen it written before by others.