68 Matching Annotations
  1. Apr 2024
    1. BACK OF CARDS 188, 246, 263
    2. 357 It is this great difficulty involved in consistency which is responsiblefor the fact that however much we may try or desire to do otherwise,the best man to run a system effectively is he who has devised it,''^for however careful and painstaking we may be in trying to repro-duce his system accurately on paper, these reproductions are merelyabstracts of the original ; reproduction can never be absolutelycomplete. We may reproduce a system on paper in clearly markedoutlines, we may add within the general configuration all the inter-woven details, all of which may be concise and manageable, butbeyond the confines of the system there are blank margins in alldirections, which cannot be filled in until such cases arise as willcompel us to extend the ramifications of our system into thesemargins. It is not possible to express these ramifications before-hand on paper, but they no doubt have been allowed for in themind of the originator of the system, even supposing that he is notalways conscious of it. It is precisely these undefined marginswhich in most cases put consistency on its trial ; hence consistency,already a difficult factor in cases where the deviser deals with hisown system, is doubly so in other cases, for the unexpressed rami-fications which remain in suspense until called into being by unfore-seen circumstances can only be depicted consistently with therest of the system in the mind of the originator, who will have tobe consulted in each case for the purpose.

      What great advice this is in general, but especially for those who are attempting to copy or recreate Niklas Luhmann's zettelkasten for themselves.

    3. It is prudent to maturewell before improvements are adopted. Improvements rashlyintroduced may give cause for regret when it is too late to turn back.

      Regular note taking practice will be the best indicator of when potential improvements are worthwhile. Though you may see someone else's advice, workflows, or potential improvements, they may be just as likely not to work for you and your particular needs. Adopting changes without thinking them through or even practicing them for a while are more likely to cause harm, regret, or additional work without any value added to the system.

    4. don't supervise too little, otherwise your staff will soonbecome prolific in the production and application of all manner ofimprovements, which must eventually prove fatal ; superviseenough to assure adequate continuity and consistency in the system,and to leave your staff sufficient of their individuality to make theirwork interesting to them.

      While many will be interested in improving, expanding, or constantly changing their note taking systems, centuries of practice and experience indicate as Julius Kaiser says that they "must eventually prove fatal" (¶361). Allow simplicity, consistency, and continuity to be your watchwords and put your creativity into your reading and writing rather than into the system and workflows themselves. Additional rules and workflows will result in extra work which doesn't produce results in the long term. These will make your work more complicated, less likely to be consistent, and generally will destroy your ability to create continuity.

    5. the supervisormust therefore be prepared to carry the system a step furtherwhenever occasion arises. There is therefore an opportunity tobring individuality into play. If we are not prepared to assert ourindividuality within and without the limits set by the system, wemay depend upon it that our collaborators or subordinates willassert theirs, consciously or unconsciously, and we shall find inthe end that our system has been distorted in all directions, withoutnecessarily transgressing our rules, although the latter will be buta matter of time.

      This advice also generally applies to one's one personal zettelkasten, much less a group version.

    6. The measure of control is also the measure of responsibility. Respon-sibility without control is a hopeless proposition.
    7. System without consistency is an impossibility. 356But let us realise what a difficult matter it is tobe consistent. We are surrounded by changes and inconsistencieseverywhere. Language above all, which we must needs constantlyuse, is not a perfect instrument for giving expression to consistency.We may have our rules all nicely worded and filed in the key cabinet,but if we have not taken the greatest pains in constructing them,if we have not subjected each one to the most searching criticismbefore they are applied, v/e shall find sooner or later that in one

      we have forbidden what we wish to enforce in another in however small a degree it may be ; or very probably we shall find that cases or conditions arise, when our rules are inapplicable, our wording is faulty or our meaning ambiguous.

    8. To run a system effectively, we must be prepared 355Servant to uphold it ourselves, we must give the examplein effective work, we must be the first to submitto it although we supply the directing energy to run it. If we thinkourselves above our own system, then it has already ceased to exist.We must bear in mind therefore that any rules we may make, anyinstructions we may give, any supervision we may effect, applyto ourselves equally with others. We may be the masters of thesystem, we are also its servants, but for all that we need not beslaves to it.
    9. It is therefore best to prepare a Daily List

      The description here is almost similar to interdepartmental memos or corporate emails which are sent out now instead. This information flows out, but broadly isn't kept or filed in the same sorts of ways.

    10. A four drawer cabinetis as a rule ample for the purposes of the key cabinet.

      Key cabinets are used to control the information found in other card indexes as well as for private business information which should be restricted within a firm.

    11. Business In former years the account ledger representedLedger

      Business Ledger

      This section looks at index cards for communication to/from clients and appropriate follow up with respect to sales management in a manufacturing firm. It broadly represents some examples of how one would do larger scale project management and follow up with index cards.

    12. Chronological registers or directories may beRegisters used for a variety of purposes in almost everyoffice, not only as future reminders^ but alsoas records of past events.

      Broadly this sounds like an indexed corporate diary of sorts, but his use of future reminders (or ticklers in the footnote) certainly points to the use of index cards in a Memindex-like fashion.

      Keep in mind that he's writing in Britain and the Memindex from 1903 was a US-based product, though similar ideas may have been used at the time across the pond.

    13. By this plan the subjects of the books may be scattered, but thatis no disadvantage, for they are brought together by the cards.

      Repetition of the idea that indexing brings ideas together.

      https://hypothes.is/a/psgmlu7qEe6MIiNGfuzB2A

    14. For larger collections of books it may be thought preferable to use a libraryclassification, such as Mr. Dewey's Decimal Classification, but I doubt very muchif the gain will be in proportion to the additional labour involved.

      Some interesting shade here, but he's probably right with respect to the additional work involved in a personal collection which isn't shared at scale.

      The real work is the indexing of the material within the books, the assigned numbers are just a means of finding them.

    15. Summaries*

      examples of specific workflows within Kaiser's card system

  2. Mar 2024
    1. All missing letters are charged out anonymously in theusual way, the slips being marked missing.
    2. The last card representsthe reverse side of the previous card and shows how to utilise the back of cardswhen necessary.

      J. Kaiser doesn't admonish against on writing only on one side of cards, but does show examples of how to use them thusly when necessary.

    3. Correspondence
    4. 163

      Early 20th century mail merge using a card index!

    5. A very effective way of differentiation is themarking of the upper edge of the cards with ink,either its whole length or any portion of it.

      This is similar to the idea of edge notched cards, but is done visually instead of cutting the cards. It's also seen in the Pile of Index Card method which uses a variety of marks on gridded cards.

    6. No provision is made for charging out cards, becausethey are not supposed to be withdrawn at any time.

      Materials are charged out to either individuals and/or departments, but index cards should never be withdrawn or charged out under any circumstances.

    7. Thus the name written on the tab will indicate theposition of the guide among the cards, that is : the tab bearsthe term or name on the card immediately following the guide.

      It shouldn't matter whether or not one has tabs in front of or behind sections of cards about which they are labeling, but a determination should be made at the start and followed religiously for ease of use.

      Kaiser suggest placing tabbed cards in front of their related sections.

    8. Frequent re- arrangements are a distinct disadvantage,for with every change the filer loses much time in becoming familiaragain with the new positions.

      While Kaiser recommends against the need to re-arrange physical cards from one drawer to another, which creates the need to refamiliarize oneself with their new locations, the same idea applies to switching from one digital note taking application to another as a similar switch of user interface functionality may cause additional overhead and stress thereby preventing quick use of the system itself.

    9. Kegisters refer to the materials and help tolocate them, indexes refer to the information contained in thesematerials. Ag their function, so their construction is quite distinct.Both however treat the same materials, only in different ways.In some offices no indexes may be required.

      does this fit in with his prior definitions of these things?

    10. The most important portion of the face of the card is the left uppercorner, and this place should always be reserved for the subjectof the register.
    11. A central registercertainly offers considerable advantages, it is a great saving incards and labour, the making of corrections which is a consider-able item is reduced to one register instead of many which in itsturn will reduce the percentage of errors to a minimum.

      Luhmann's topical index was a form of a central register as he concatenated words on cards rather than having a separate card for each word.

    12. On the other hand the alphabetical register of firm names mustbe regarded not only as indispensable but as occupying a some-what different position from the others.

      The equivalent of an alphabetical register of company (firm) names within card index for business would be a register of author names in a bibliographical file.

    13. It was said (76) that it isimpossible to devise a system wliich could be applied universally,the card registers give a very clear illustration of tliis.

      This is a restatement that a particular system should be customized to its users.

      There is potential that a system could be applied universally, but it requires a very large amount of data and metadata to suit the needs of a greater number of people and use cases. It also requires a reasonable amount of work in practical use to make it operate as expected.

      The Mundaneum was likely close on paper and Google comes close to this, but still isn't perfect.

      quote via ¶76 and 92

    14. As the functionof the caU number is separation, so the function of references isconcentration.

      Placing call numbers or location numbers on items to be filed allows them to be separated from other items while placing cross-references or links allows them to be brought back together again. These two affordances allow for divergence as well as convergence of items or ideas.

    15. AU references are indicated by the word " See," " See also,"" compare," etc. preceding the term to which reference is made.
    16. It is the object of crossreferences to bring these materials together again when required.

      Cross references in Kaiser's card system are broadly similar to links from one item to another as a means of helping to associate them or "bringing these materials together again when required."

    17. Now the strength of consecutive numbers undoubtedly lies inthe fact that there cannot be any gaps, whatever the size of afile, the series of numbers is always complete.

      While some sources (which? Kaiser implies that there are some, though they may have been based on anecdotal evidence) apparently recommend to use one number for each firm, Kaiser admonishes users to stay away from this rule as not all firms will also take up space within each particular category. He recommends using consecutive numbering within each category so that there are no gaps. This lack of any gaps will reveal in the future when things may be missing from one's system.

    18. registering
    19. filing
    20. indexing
    21. registersor directories
    22. recording.
    23. cataloguing
    24. The card system suffers at presentunder one great disadvantage, it has no fixed terminology.

      Kaiser might be surprised at the overuse and confusing nature of terminology in the modern note taking space now. Somehow the terminology still suffers from lack of consistent and fixed terminology.

    25. Devising Once a proper system has been devised, it requiresCard Systems

      Devising Card Systems

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

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

      (¶76)

    26. Elaborate library classifications were either inapplicable or much 74too complicated and therefore unmanageable. Their applicationto business was out of the question. Something simple, easy toimderstand and easy to handle was required. This was foundin the numerical arrangement. The numerical classification inspite of its arbitrary character will always have this advantagethat it ensures accuracy with the least trouble, and this is stillmore the case where large quantities are handled. It was quitenatural therefore that this should be preferred for business purposes.As there are many sets of things arranged numerically, it isnecessary to distinguish one set from the other, so as to know towhat set a given number refers. This is done by affixing dis-tinguishing initials to the numbers, each class being assigned somecharacteristic initial of its own.

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

    27. But by means of the cards, these materials canbe arranged and re-arranged in almost endless variety, we mayclassify them roughly or minutely, we may arrange them by thealphabet, by numbers, trades or professions, territories, we maylimit ourselves to certain trades or territories only
    28. The card system has undoubtedly come to stayand will more and more replace the book system.

      grin

    29. It must not be forgotten that the directaim of the card system is : maximum of work with minimumof labour (60).
    30. It will be seen from the foregoing that care isrequired in the appKcation of the card system,and that neglect must sooner or later lead to failure. There wasindeed a time when it seemed doubtful whether the card systemwould survive the first attempts. It was even tried and abandonedby some. These early failures were in the main due to the absenceof expert labour and to the higher order of accuracy required ascompared with the book system. The systems were not thenplanned out with that care that is bestowed upon them now. Onesystem would be started and presently there would be a decisionto alter it so as to fall in with riper experience. In the absenceof one system consistently adhered to the files soon got into achaotic condition until at last they had to be abandoned, for infact they had become useless.

      This sort of failure is still seen today with people setting up note taking systems in a variety of digital environments.

    31. It is there-fore to be expected that the initial cost of the card system is nota fair criterion of its cost when in working order.

      Setting up and learning a note taking or card index system has a reasonably large up-front cost, but learning it well and being able to rely on it over long periods of time will eventually reap larger and cheaper long-term outcomes and benefits.

      Unless changing systems creates dramatically larger improvements, the cost of change will surely swamp the benefits making the switch useless. This advice given by Kaiser is still as true today as it was in 1908, we tend not to think about the efficiency as much now as he may have then however and fall trap to shiny object syndrome.

    32. Accuracy This is one of the chief claims of the card system. 63To increase accuracy in fUing, the materials arealways arranged numerically. We thereby approach as nearlyas possible to mathematical exactness. The advantages of thecard system become more and more apparejit as the files increasein bulk, and accuracy must remain a constant factor in aU workconnected with it. It will also bring its reward in the smoothworking of the files and the immediate accessibility of anythingrequired. In accuracy might be included consistency, which isindispensable for effective work (356).

      In modern, digital settings, the work of approapriately indexing content is lost in exchange for other forms of organization (tagging, for example), this means one is less reliant on an index for looking up material and more reliant on concordance search of particular words within an ever-growing corpus of collected knowledge.

      Over time and with scale, simple tagging may become overwhelming as a search method for finding the requisite material, even when one knows it exists.

      As a result a repository may do better in the long run with a small handful of carefully applied rules from the start.

    33. Labour saving therefore means systematic application of expertlabour.

      This quote is broadly recognized in economic settings as true, but few in the knowledge management space place emphasis or focus on designing both simple systems which are easy to master and use on a regular, ongoing basis. This allows the knowledge worker the ability to more quickly (almost blindly) handle their indexing and filing operations so that things are precisely where they need them when required for use.

      Poor design will not only decrease the ease of use, but also discourage the user from both efficiently using and benefiting from their systems.

      Even simple and efficient filing systems require familiarity and expertise for them to effect useful gains to their users, and prove their effectiveness over time. If a user can't get to a basic level of functionality in short time, they're likely to give up on it and never see the ultimate benefits.

    34. The development of the card system and itsmore universal adoption within recent years isundoubtedly due in the mail to the development in modernbusiness and factory organisation ; it may be regarded as anoffspring of manufacture in quantities. (Massenfabrikation, Gross-industrie.) The recognised principle in manufacture in quantities ismaximum of output with minimum of labour. The means to attainthis end is specialisation, which in its turn yields greater precisionand accuracy as it^ result. All this is equally applicable to thecard system, and the last factor, greater precision and accuracy,is one of its most conspicuous claims.

      Julius Kaiser contemporaneously posits that mass manufacture and maximizing efficiency (greater output for minimum input) are the primary drivers of card index system use in the early 20th century. These also improve both precision and accuracy in handling information which allow for better company or factory operation, which would have been rising concerns for businesses and manufacturing operations at the rise of scientific management during the time period.

    35. Card Each drawer should be provided with a catchDrawers

      Given this date, he's potentially either giving advice to consumers about what to buy or manufacturers about how to design and improve their systems.

    36. It requires but a moment's reflection to perceivethat even the vertical files with the correspondence binders arebut an imitation of a set of cards, on a larger scale. The set ofcards can fairly be regarded as the basis of the entire system,hence it is properly called the card system.

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

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

    37. When the card guidesare also used for classification purposes (144) a specially strongguide should be selected, as their replacing entails a great dealof re-writing.
    38. The quality of the cardshould correspond to the performances required of it. Cardsused for permanent registers or indexes should be of good strongquality, for temporary work a cheaper card can usually be employed.

      Index card quality can be important for cards that are repeatedly used.

      This admonition was more frequently attended to with respect to library card catalogs, but potentially less followed in personal use—Niklas Luhmann's self-cut paper slips which wore ragged over time come quickly to mind here.

    39. All cards should be matliematically uniform insize and uniform in thickness, both the indi-vidual card in itself and card as compared with card. The cardsshould he perfectly flat, and if bent, must on release at once assumethe original position. These conditions are necessary for thequick handling of quantities of cards.

      Kaiser recommends cards of "mathematically uniform size and uniform in thickness" for the quick handling of cards.

      He makes no mention of other reasons or affordances of this (like hiding cards).

    40. All screws used on the face of the drawers should be sunk in.Round headed screws are apt to tear the skin of the fingers.
    41. It is best to have the verticalcabinets and the card cabinets entirely separate.

      I've seen some mixed cabinet in the early 1900s, but apparently by 1908, it was common practice to separate vertical filing cabinets and card cabinets.

    42. The charging cabinet, which provides a system, by whichmaterials withdrawn from their places can be debitedto the person having possession of them for the timebeing, that is : each article is charged out to whoevercalls for it and is charged off when returned.
    43. In each class the individual articles or the folders containing anumber of articles belonging to the same firm are numbered con-secutively, CI, C2, Tl, T2 etc. that is : a new series of consecutivenumbers is started with each initial letter. The correspondenceof Smith & Co. may for instance be in a folder marked C34, thecatalogues of Jones Bros, may be numbered T89. But theremay be a hundred letters to and from Smith & Co. and a dozencatalogues from Jones Bros, so that it will be necessary to dividefurther until each specific article will have a specific numberby which it can be quoted exclusively reserved to it. This isdone by suffixing the date to the previous numbers thus : C34-3VII7or T89-1906 etc. The former refers to a letter of Smith & Co.dated July the third 1907, the latter refers to a catalogue ofJones Bros, of 1906. No matter how large the files will becomein time, the meaning of these numbers will remain the same, andthere can be no other articles bearing these numbers. If a numberor numbers refer to more than one article, confusion is invariablythe result

      Kaiser lays out an alphanumeric system for indexing materials using letters, numbers, and even dates and importantly suggests a 1-1 and onto relationship (though not in these terms) to prevent confusion.

      Compare with Niklas Luhmann's system.

    44. The text in this book is numbered by paragraphs and where asubject is treated in more than one place, the numbers in bracketsindicate the additional paragraphs bearing on the subject underdiscussion.

      ¶5

      The book is ostensibly in the form of a card index with numbers laid out in running order to create a book. The index is also done keyed to these paragraph numbers rather than by page as has traditionally been done.

      As a result, one could cut up the book (or two copies to get both sides) and turn it back into a card index with very little work.

    45. It is best not to trust too much tomemory until the routine vrork is thoroughly mastered.
    46. Volume 2 will be almost entirelydevoted to the work of indexing in the sense of analysing literatureand will go more fully into the question of classification and themanagement of guide cards. The present volume is confined asfar as practicable to the use of plain cards. Tabulated cards,methods of tabulating and the application of tabulated cards topractical business will be dealt with in volume 3, " The CardSystem at the Factory."

      companion volumes treated the topics of "analysing literature" and the application of tabulated cards to practical business "at the Factory".

      see: Kaiser, J. Systematic Indexing. The Card System Series 2. London: Sir Isaac Pitman & Sons, Ltd., 1911. http://archive.org/details/systematicindexi00kaisuoft.

    47. Circularising
    48. Office Organisation, of which the work here discussed forms part, 2has been considerably modified within recent years, and Avhatis called the " card system " has now come very much into vogue.

      The nebulous, but colloquial "card system" was a common, but now lost moniker for the use of a card index in business settings in the early 1900s.

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  3. Jan 2024
    1. Only reprints (without any alterations)retain the original call number, all revises or new editions howeversmall the alterations should be given a new call number, butdecimals may be used with advantage.

      Though referring to catalogs and office literature, in 1908 it was known that using decimals would allow one to distinguish between slightly different versions of indexable items without running out of "space" for new additions.

    2. * Ticklers in U.S.A.

      differentiation in terminology here between Britain and the US: future reminders vs. ticklers

    3. Call Numbers

      Interesting to see a mix of numbers and letters in the indexing system here from 1908.

      Numbers for companies and dates and letters as tags for a variety of business purposes as well as for month indicators.

    4. The Charging This consists in its interior arrangement ofCabinet rows of pigeon-holes constructed on an inclineupwards so that the base of each horizontalrow of pigeon-holes is higher than its predecessor. Into thesepigeon-holes the charging shps are placed and there is a guidecard to each pigeon-hole marking the divisions of the charging slipsby giving the number of the slip which is to be filed immediatelybehind it.

      While slightly different in its physical configuration, the office charging cabinet (with a bleacher-like set up) is very similar to the similarly named library card charging tray.

      Which came first?