One of the major affordances of using a zettelkasten or card index for writing is that it forces the writer to break things down into their constituent parts, thereby making the entire process of writing far easier and less complex. One can separately focus their attention on the smaller steps of collecting, selecting, and arranging the material before beginning to actually write.

Asking my own zettelkasten this question: (responses in no particular order as individual affordances are sure to vary in usefulness by user; some framed as problems while others are framed as affordances, the difference should hopefully be clear to most):

• information overload
• mitigating time loss and context collapse in regularly interrupted work
  • Acts as a ratchet and pawl for thinking work
• tool for thought, and a particularly inexpensive one
• a catalytic surface for thought - see creativity
• removal of cognitive bias by allowing direct juxtaposition of ideas
• "a plan for life and not just a book"
• creativity acceleration
• artificial memory storage/improved memory
  • spaced repetition tool
• improved search by indexing ideas over time
• Clarity/specificity: it's a reminder to be specific about what you're thinking
• a system for marshalling resources (collecting)
• new context creation through context shifting and/or erasure
• "slow burn" productivity
• focusing attention
• fun
• serendipity generation
• attempting to look cool by doing what the cool kids are doing (this usually results in failure modes however)
  • related: fear of missing out (FOMO)

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.

via Season 2 Episode 8: “Performance Review” - The Office<br /> https://genius.com/The-office-usa-season-2-episode-8-performance-review-annotated

Here we see in Michael Scott's incompetence the potential value of writing down our ideas as we go. Had he written down his ideas, his upcoming meeting with his boss would have gone better.

Isn't it telling that he hits on the idea of leveraging a commonly used communal zettelkasten structure (the suggestion box) to dig himself out?

One of the primary problems with note taking in most of the mid-twentieth century (and potentially well before, particularly as framed in most educational settings) was that students would take notes, potentially review them once or twice for a test, but then not have easy access to them for later review or reuse.

People collected piles of notes without any ability to reuse or review them. Perhaps we should reframe the collector's fallacy as this: collection without reuse has dramatically decreasing returns. Certainly there may be some small initial benefit in writing it down as a means of sense making, but not reviewing it past a short period of two weeks or even several months and not being able to reuse it in the long term is a travesty, especially in a world of information overload.

reply to u/SouthernEremite at https://www.reddit.com/r/Zettelkasten/comments/16r8k0b/i_dont_know_why_i_cant_do_evergreen_and_atomic/

If you're not using your notes to create or write material and only using them as a form of sensemaking, then perhaps you don't need to put as much work or effort into the permanent notes portion of the work? Ask yourself: "Why are you taking notes? What purpose do they serve?" Is the form and level you're making them in serving those purposes? If not, work toward practicing to make those two align so that your notes are serving an actual purpose for you. Anything beyond this is make-work and you could spend your time more profitably somewhere else.

reply to u/SunghoYahng at https://www.reddit.com/r/Zettelkasten/comments/15sqiq2/zettelkasten_for_normies_what_normies_really_need/

u/SunghoYahng, some of your article sounds like a pared down digital version of a commonplace book which allows for links, so it fits into the older zettelkasten tradition, just not into the more Luhmann-artig version on which this subreddit is generally more focused. Perhaps yours is closer to a digital version of the analog commonplace using index cards that Billy Oppenheimer describes having learned from Ryan Holiday and Robert Greene?

Often people focus too much on Luhmann's prodigious output and then immediately imply or say you should adopt his very specific system without describing what his system did or why it worked so well for him and his particular needs. Very few focus on what it is that they want to accomplish and how they might use his system or the thousands of variations on it throughout history to come to those goals as quickly and easily as they can.

You commit a version of this sin in your opening lines:

The content about Zettelkasten is mostly too long and practically useless. The purpose of this text is to write only what normies really need to know.

Who are these so-called "normies" and what specifically are they trying to accomplish? You don't define either of them, and possibly worse do it in a negative framing. The system you're describing might be a great one, but for whom? What do you expect them to use it for? What will they get out of it?

Many people talk about the "magic" of a zettelkasten and then wave their hands at some version of a workflow of what they think it is or what they think it should be. Perhaps what we all really need is a list of potential affordances that different methods allow and how one might leverage those affordances. How might they be mixed and matched? Then users can decide what outcomes they wish to have (writing, thinking, aggregation, bookmarking, collecting, creativity, artificial memory, serendipity, productivity, wiki, spaced repetition, learning, time wasting, etc., etc.) and which affordances are necessary within their workflow/system to effectuate those specific goals? Finally they can pick and choose a specific version of a methodology/workflow and either an analog substrate (index cards, notebooks, memory palace, etc.) or digital tool/application (Obsidian, Roam Research, The Archive, etc.) to save it all in. Of course once you've chosen that analog or digital tool, does it actually have the affordances you want or need in actual practice? Are they easy to use? Practical? Do they save you time? Are they simple or over-engineered? What happens when they scale to a year of regular use or even a lifetime?

As a simple example, many writers would love a seriously good outliner functionality in their system to pull out the materials they want to work with and then appropriately order them for a potential final written output. In practice, index cards on a big table are fantastic for this process while most (all?) current digital tools are miserable at it. And of course once you've gotten the outline you like in an analog space you have to type it all out to print/publish in a final form, something which the digital affordance of cut and paste would make much simpler. Who wouldn't love a tool that could give you all of these affordances, presuming you needed them?

​

While we're on outlining, very few talk about the ease-of-use that some professional outliners like Dave Winer's Drummer or Little Outliner have versus some of the more text-editing focused tools like Obsidian which are generally poor as outliners (if you could even call them that) in comparison.

If you're interested in folgezettel and outlining, you might appreciate some subtleties in Bob's piece: https://writing.bobdoto.computer/folgezettel-is-not-an-outline-luhmanns-playful-appreciation-of-disfunction/

cross reference https://hypothes.is/a/OhcWSjxyEe6V8DP9P6WNQQ

The framing of "permanent notes" or "evergreen notes" has probably hurt a large portion of the personal knowledge management space. Too many people are approaching these as some sort of gold standard without understanding their goal or purpose. Why are you writing such permanent/evergreen notes? Unless you have an active goal to reuse a particular note for a specific purpose, you're probably wasting your time. The work you put into the permanent note is to solidify an idea which you firmly intend to reuse again in one or more contexts. The whole point of "evergreen" as an idea is that it can actively be reused multiple times in multiple places. If you've spent time refining it to the nth degree and writing it well, then you had better be doing so to reuse it.

Of course many writers will end up (or should end up) properly contextualizing individual ideas and example directly into their finished writing. As a result, one's notes can certainly be rough and ready and don't need to be highly polished because the raw idea will be encapsulated somewhere else and then refined and rewritten directly into that context.

Certainly there's some benefit for refining and shaping ideas down to individual atomic cores so that they might be used and reused in combination with other ideas, but I get the impression that some think that their notes need to be highly polished gems. Even worse, they feel that every note should be this way. This is a dreadful perspective.

For context I may make 40 - 60 highlights and annotations on an average day of reading. Of these, I'll review most and refine or combine a few into better rougher shape. Of this group maybe 3 - 6 will be interesting enough to turn into permanent/evergreen notes of some sort that might be reused. And even at this probably only one is interesting enough to be placed permanently into my zettelkasten. This one will likely be an aggregation of many smaller ideas combined with other pre-existing ideas in my collection; my goal is to have the most interesting and unique of my own ideas in my permanent collection. The other 2 or 3 may still be useful later when I get to the creation/writing stage when I'll primarily focus on my own ideas, but I'll use those other rougher notes and the writing in them to help frame and recontextualize the bigger ideas so that the reader will be in a better place to understand my idea, where it comes from, and why it might be something they should find interesting.

Thus some of my notes made while learning can be reused in my own ultimate work to help others learn and understand my more permanent/evergreen notes.

If you think that every note you're making should be highly polished, refined, and heavily linked, then you're definitely doing this wrong. Hopefully a few days of attempting this will disabuse you of the notion and you'll slow down to figure out what's really worth keeping and maintaining. You can always refer back to rough notes if you need to later, but polishing turds is often thankless work. Sadly too many misread or misunderstand articles and books on the general theory of note taking and overshoot the mark thinking that the theory needs to be applied to every note. It does not.

If you find that you're tiring of making notes and not getting anything out of the process, it's almost an assured sign that you're doing something wrong. Are you collecting thousands of ideas (bookmarking behavior) and not doing anything with them? Are you refining and linking low level ideas of easy understanding and little value? Take a step back and focus on the important and the new. What are you trying to do? What are you trying to create?

Why are folks so obsessed with notes per day? Perhaps a proxy for toxic capitalism and productivity issues? Is the number of notes the best measure or the things they allow one to do after having made them? What is the best measure? Especially when there are those who use them for other purposes like lecturing, general growth, knowledge acquisition, or even happiness?

reply to jameslongley at https://forum.zettelkasten.de/discussion/2532/personal-knowledge-management-is-bullshit

I find that these sorts of articles against the variety of practices have one thing in common: the writer fails to state a solid and realistic reason for why they got into it in the first place. They either have no reason "why" or, perhaps, just as often have all-the-reasons "why", which may be worse. Much of this is bound up in the sort of signaling and consumption which @Sascha outlines in point C (above).

Perhaps of interest, there are a large number of Hypothes.is annotations on that original article written by a variety of sense-makers with whom I am familiar. See: https://via.hypothes.is/https://www.otherlife.co/pkm/ Of note, many come from various note making traditions including: commonplace books, bloggers, writers, wiki creators, zettelkasten, digital gardening, writers, thinkers, etc., so they give a broader and relatively diverse perspective. If I were pressed to say what most of them have in common philosophically, I'd say it was ownership of their thought.

Perhaps it's just a point of anecdotal evidence, but I've been noticing that who write about or use the phrase "personal knowledge management" are ones who come at the space without an actual practice or point of view on what they're doing and why—they are either (trying to be) influencers or influencees.

Fortunately it is entirely possible to "fake it until you make it" here, but it helps to have an idea of what you're trying to make.

A partial answer to note taking why.

https://cathieleblanc.com/2023/02/05/choosing-learning-materials/

Cathie notices that students skip materials about the theoretical "why" of assignments to get to the simpler assignments.

This seems to be an issue with some in the personal knowledge management space who want to jump into the technology, the terminology, and moving things about without always understanding what they're doing or why. Many end up giving up as a result. Few books provide reasoning behind the terminologies or building blocks they describe to provide the theoretical why. As a result some may figure it out from long, fraught practice, but it's likely that more are not seeing the results they expect and thus giving up.

"Екатерина Шульман: Практический Нострадамус, или 12 умственных привычек, которые мешают нам предвидеть будущее". vedomosti/ (in Russian). Retrieved 24 June 2021.

A Note on the Cargo Cult of Zettelkasten

Modern cargo cults can be seen in many technology and productivity spaces where people are pulled in by exaggerated (or sometimes even real claims) of productivity or the general "magic" of a technology or method.

An example is Niklas Luhmann's use of his zettelkasten which has created a cargo cult of zettelkasten aspirants and users who read one or more of the short one page blog posts about his unreasonable productivity and try to mimic it without understanding the system, how it works, or how to make it work for them. They often spend several months collecting notes, and following the motions, but don't realize the promised gains and may eventually give up, sometimes in shame (or as so-called "rubbish men") while watching others still touting its use.

To prevent one's indoctrination into the zettelkasten cult, I'll make a few recommendations:

Distance yourself from the one or two page blog posts or the breathless YouTube delineations. Ask yourself very pointedly: what you hope to get out of such a process? What's your goal? Does that goal align with others' prior uses and their outcomes?

Be careful of the productivity gurus who are selling expensive courses and whose focus may not necessarily be on your particular goals. Some are selling very pointed courses, which is good, while others are selling products which may be so broad that they'll be sure to have some success stories, but their hodge-podge mixture of methods won't suit your particular purpose, or worse, you'll have to experiment with pieces of their courses to discover what may suit your modes of working and hope they'll suffice in the long run. Some are selling other productivity solutions for task management like getting things done (GTD) or bullet journals, which can be a whole other cargo cults in and of themselves. Don't conflate these![^1] The only thing worse than being in a cargo cult is being in multiple at the same time.

If you go the digital route, be extremely wary of shiny object syndrome. Everyone has a favorite tool and will advocate that it's the one you should be using. (Often their method of use will dictate how much they love it potentially over and above the affordances of the tool itself.) All of these tools can be endlessly configured, tweaked, or extended with plugins or third party services. Everyone wants to show you their workflow and set up, lots of which is based on large amounts of work and experimentation. Ignore 99.999% of this. Most tools are converging to a similar feature set, so pick a reasonable one that seems like it'll be around in 5 years (and which has export, just in case). Try out the very basic features for several months before you change anything. Don't add endless plugins and widgets. You're ultimately using a digital tool to recreate the functionality of index cards, a pencil, and a box. How complicated should this really be? Do you need to spend hundreds of hours tweaking your system to save yourself a few minutes a year? Be aware that far too many people touting the system and marketers talking about the tools are missing several thousands of years of uses of some of these basic literacy-based technologies. Don't join their island cult, but instead figure out how the visiting culture has been doing this for ages.[^2] Recall Will Hunting's admonition against cargo cults in education: “You wasted $150,000 on an education you coulda got for $1.50 in late fees at the public library.”[^3]

Most people ultimately realize that the output of their own thinking is only as good as the inputs they're consuming. Leverage this from the moment you begin and ignore the short bite-sized advice for longer form or older advice from those with experience. You're much more likely to get more long term value out of reading Umberto Eco or Mortimer J. Adler & Charles van Doren[^4] than you are an equivalent amount of time reading blog posts, watching YouTube videos, or trolling social media like Reddit and Twitter.

Realize that reaching your goal is going to take honest-to-goodness actual work, though there is potential for fun. No matter how shiny or optimized your system, you've still got to do the daily work of reading, watching, listening and using it to create anything. Focus on this daily work and don't get sidetracked by the minutiae of trying to shave off just a few more seconds.[^5] In short, don't get caught up in the "productivity porn" of it all. Even the high priest at whose altar they worship once wrote on a slip he filed:

"A ghost in the note card index? Spectators visit [my office to see my notes] and they get to see everything and nothing all at once. Ultimately, like having watched a porn movie, their disappointment is correspondingly high." —Niklas Luhmann. <small>“Geist im Kasten?” ZKII 9/8,3. Niklas Luhmann-Archiv. Accessed December 10, 2021. https://niklas-luhmann-archiv.de/bestand/zettelkasten/zettel/ZK_2_NB_9-8-3_V. (Personal translation from German with context added.)</small>

[^1] Aldrich, Chris. “Zettelkasten Overreach.” BoffoSocko (blog), February 5, 2022. https://boffosocko.com/2022/02/05/zettelkasten-overreach/.

[^2]: Blair, Ann M. Too Much to Know: Managing Scholarly Information before the Modern Age. Yale University Press, 2010. https://yalebooks.yale.edu/book/9780300165395/too-much-know.

[^3]: Good Will Hunting. Miramax, Lawrence Bender Productions, 1998.

[^4]: Adler, Mortimer J., and Charles Van Doren. How to Read a Book: The Classic Guide to Intelligent Reading. Revised and Updated edition. 1940. Reprint, New York: Simon & Schuster, 1972.

[^5]: Munroe, Randall. “Is It Worth the Time?” Web comic. xkcd, April 29, 2013. https://xkcd.com/1205/.

Recommended resources

Choose only one of the following and remember you may not need to read the entire work:

Ahrens, Sönke. How to Take Smart Notes: One Simple Technique to Boost Writing, Learning and Thinking – for Students, Academics and Nonfiction Book Writers. Create Space, 2017.

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

Bernstein, Mark. Tinderbox: The Tinderbox Way. 3rd ed. Watertown, MA: Eastgate Systems, Inc., 2017. http://www.eastgate.com/Tinderbox/TinderboxWay/index.html.

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

Eco, Umberto. How to Write a Thesis. Translated by Caterina Mongiat Farina and Geoff Farina. 1977. Reprint, Cambridge, MA, USA: MIT Press, 2015. https://mitpress.mit.edu/books/how-write-thesis.

Gessner, Konrad. Pandectarum Sive Partitionum Universalium. 1st Edition. Zurich: Christoph Froschauer, 1548.

Goutor, Jacques. The Card-File System of Note-Taking. Approaching Ontario’s Past 3. Toronto: Ontario Historical Society, 1980. http://archive.org/details/cardfilesystemof0000gout.

Sertillanges, Antonin Gilbert, and Mary Ryan. The Intellectual Life: Its Spirit, Conditions, Methods. First English Edition, Fifth printing. 1921. Reprint, Westminster, MD: The Newman Press, 1960. http://archive.org/details/a.d.sertillangestheintellectuallife.

Webb, Sidney, and Beatrice Webb. Methods of Social Study. London; New York: Longmans, Green & Co., 1932. http://archive.org/details/b31357891.

Weinberg, Gerald M. Weinberg on Writing: The Fieldstone Method. New York, N.Y: Dorset House, 2005.

re: https://hypothes.is/a/HqT-lG1fEeqHX7fnzQAfGg

A zettelkasten provides a catalytic surface to which ideas in the "solution of life" can more easily adhere to speed their reaction with ideas you've already seen and collected.

Once combined via linking, further thinking and writing, they can be released as novel ideas for everyone to use.

https://www.imdb.com/title/tt11534762/

The Good Fight S4 E5 "The Gang Goes to War"

This episode features Diane chatting with a co-star about her note taking experience. The woman indicates that she took notes incessantly and voraciously, but that she never referred back to them. The experience just caused her extreme stress so she gave it up completely as she felt it never gave her any benefit. She resorted instead to a more zen practice of drawing circles in her notebooks. She showed Diane a pile of notebooks filled with circles in various designs and colors. Later in the episode while in court the woman asked Diane about it and Diane showed her some of her new circle "note" pages.

[Watched the episode passively sometime in the past two weeks.]

Verbatim notes are not the goal.

The idea of note taking as a means of sensemaking and understanding is underlined in an 1892 article in a shorthand magazine whose general purpose was to encourage shorthand and increasing one's writing speed, often to create verbatim records:

To be useful, the notes taken at medical lectures should be a summary only; no attempt should be made to take a verbatim report.

The crucial question to the whole enterprise. They should have asked this question from the start of the essay or the start of their journey, not at the end.

Again shiny object syndrome seems to have gotten them...

The time it takes to make notes is an important investment. If it's not worth the time, what were you actually doing? Evergreen/permanent notes are only useful if you're going to use them later in some sort of output. Beyond this they may be useful for later search.

But if you're not going to search them or review them, which the writer says they didn't, then what was the point?

Have a reason for taking a note is of supreme importance. Otherwise, you're just collecting scraps...

People who have this problem shouldn't be using digital tools they should be spending even more time writing by hand. This will force them into being more parsimonious.

The missing context here: Why were they writing permanent/evergreen notes in the first place?

What was the purpose of these summaries? Were they of areas which weren't readily apparent in hindsight? Often most people's long summaries are really just encapsulalizations of what is apparent from the book jacket. Why bother with this? If they're just summaries of the obvious, then they're usually useless for review specifically because they're obvious. This is must make-work.

You want to pull out the specific hard-core insights that weren't obvious to you from the jump.

Most self-help books can be motivating while reading them and the motivation can be helpful, but generally they will only contain one or two useful ideas

highlight from https://www.reddit.com/user/ManuelRodriguez331/ <br /> https://www.reddit.com/r/Zettelkasten/comments/zigwo3

Anecdotal evidence of how some might view zettelkasten note-taking practices, particularly when they have no end goal or needs in mind.

Form follows function

/comment/izs0u3b/?utm_source=reddit&utm_medium=web2x&context=3

from Niklas Luhmann, Niklas Luhmann Short Cuts (English Translation), 2002, 22.

Increasing the quantity and quality of ideas and materials one has at their disposal when one desires to create something new is one of the reasons for having a note taking system.

memory, learning, sense making, improving understanding, improved creativity, and others are also at play... any others? we should have a comprehensive list eventually.

Paxson would have considered it a failure in note taking to have only compiled but not to have synthesized one's accumulated knowledge.

Why take notes if one is not going to use them to some end, whether that be personally in one's life, or to extend and expand the depth and breadth of human knowledge by analyzing and synthesizing the ideas to create something new for others' benefit?

Pomeroy suspects that Paxson may have kept to a strict work schedule to keep his mind sharp, but he doesn't propose or suspect that it may have been the case that Paxson's note taking practice was the thing which not only helped to keep his mind sharp, but which allowed him the freedom and flexibility to keep very regular work hours.

It's quite likely that one will take a large number of notes with no immediate goal or plan for use and this is completely acceptable. Often these notes go towards the more immediate goal of forming one's own understanding and setting of a broader tableau for material one will write in the future.

For a variety of topics and interests there are not archives of information that can be consulted or referenced. As a result one must slowly, but methodically collect this sort of information over a lifetime to be able to analyze it and build theses.

https://gabz.blog/2022/10/27/what-about-them.html

Why do people not have strong note taking practices or desire to do so? - Some of it may come down to lack of a practice (or model) to follow - some don't have a clearly stated need for why they're doing it in the first place - some spread their notes out over many tools and applications which prevents a quorum of power building up in one place, thus defeating a lot of the purpose. (This is why having all of one's notes in one place is so important as a rule.) - This particular post is a good example of this cardinal sin. - Lack of easy search defeats the ability to extract value back out of having made the notes in the first place. - Note repositories aren't always all of the value proposition. Often the fact of the work that went into making a note to learn and understand ideas is all of the value for a reasonable portion of notes.

The zettelkasten can be a useful educational substrate for thinking in as few as five cards.

link to: https://hypothes.is/a/Iwy7MGlMEeyztTNgvCXUOA

As is apparently often in describing new organizing systems (commonplace books, zettelkasten, PoIC, etc.), not everyone is going to understand it the first time, or even understand what is going on or why one would want to use it.

This post by Susan is such an example.

Susan does almost immediately grasp that this might be something one could transfer into a digital system however, particularly for the search functionality.

...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)

The function of memory served by having written notes is what allows the serious researcher or thinker to have greater confidence in their work, potentially more free from cognitive bias as one idea can be directly compared and contrasted with another by direct juxtaposition.

all this, AND...

some comes down to the explanations given and the reasons. In this case, they're scant and the original is in middling English and large chunks of Japanese without any of the "why".

recommended by whom? for what purpose?

Too many of these posts skip the important "why?" question

In addition to this as a standalone quote...

If nothing else, one should keep a commonplace book so that they have a treasure house of nifty quotes to use as chapter openers for the books they might write.