How To Take Smart Notes

🗝 Unlock the Book in 3 Sentences

  1. The book introduces the Slip Box (Zettelkasten) note-taking system by which, you can successfully get rid of blank page syndrome.
  2. How Smart note-taking can revolutionize your thinking, writing & learning
  3. Tools, techniques, tactics & needs for implementing the Zettelkasten note-taking system.

💁‍♂️ Who’s it for?

  1. Students, academics & writers who want to gear up their productivity.
  2. Researchers & thinkers for generating ideas & theories.
  3. Anyone aspiring to be an out-of-the-box Critical Thinker.

✍️ Top 3 Favourite Quotes

Planners are also unlikely to continue with their studies after they finish their examinations. They are rather glad it is over. Experts, on the other hand, would not even consider voluntarily giving up what has already proved to be rewarding and fun: learning in a way that generates real insight, is accumulative and sparks new ideas. The fact that you invested in this book tells me that you would rather be an expert than a planner.

“I never force myself to do anything I don’t feel like. Whenever I am stuck, I do something else.” ~ Luhmann

“I, of course, do not think everything by myself. It happens mainly within the slip-box” (Luhmann, Baecker, and Stanitzek 1987, 142).

📒 Summary + Reflections

Introduction

Everybody writes- Writing is an integral part of our life. Human beings are knowledge workers in one way or the other-Students, academia, author, or a professional. Yet despite being so essential we find it hard to write & complete/ submit an academy paper/report. Part of the problem is that we are made to believe that writing starts with a blank page & that “writing has to be difficult”. What such belief leads to in most cases is deadline panic & to a state of burden in bringing our ideas into a page from scratch.

So what is the solution & why hasn’t much thought been given to this issue? Though it is central to learning, research & intellectual activities, much thought has not been given to “The art of daily note-taking”. Writing is not what follows research or learning, rather it’s the medium of all this work. However just as like breathing-which is vital for our life, but we do it constantly, it escapes our attention. A good note-taking habit solves the problem of facing a blank page. Most self-help books on writing usually discuss either the psychology of getting the writing done productively or the technicalities of writing. They don’t offer much help in innovating the note-taking habit. This book is the gap between the two – “ This book aims to fill this gap by showing you how to efficiently turn your thoughts and discoveries into convincing written pieces and build up a treasure of smart and interconnected notes along the way.”

1. The Concept & the Genius behind it.

The book introduces the story of Mr. Niklas Luhmann who worked at the German administration office in the 1960s & went on to become the most productive & revered social scientists of 20th century. He was a passionate reader, he spent his leisure time reading philosophy, organization theory & sociology & took notes on them. But what’s so special about it? Well, Luhmann had neither a doctorate nor a sociology degree, but his notes took him to become a sociology professor at Bielefeld – a position he held until his death. What he did was he collected some of his notes into a paper and presented it to an influential German sociologist. Impressed, the sociologist invited him to become a professor of sociology where he was asked to present what his research project would be. His reply: “My project: theory of society. Duration: 30 years. Costs: zero.” In 1997, 29 and a half years later, he completed the final two-volume chapter of his seminal work, The Society of Society. It changed the field of sociology. Moreover, he went to publish around 70 books and more than 400 articles before his death. Well, how did he achieve that? We hereby introduce his Zettelkasten (The slip box) & his note-taking.

2. Slip Box & overarching workflow

Many people considered Luhmann a genius. But after doing extensive research, sociologist Johannesburg Schmidt found out that Luhmann’s secret to productivity was his unique working technique. Luhmann’s himself remarked, “I, of course, do not think everything by myself. It happens mainly within the slip box”.

Luhmann wasn’t impressed with the usual note-taking habit, practiced by most people; ie highlighting, commenting on margins of text, or collecting topic-wise handwritten notes. He realized that these notes were not leading anywhere. Hence he decided to take notes on small pieces of paper & collected all of them in one place: the slip-box.

Just amassing notes in one place would not lead to anything other than a mass of notes. But he collected his notes in his slip-box in such a way that the collection became much more than the sum of its parts. His slip-box became his dialogue partner, main idea generator and productivity engine. It helped him to structure and develop his thoughts. And it was fun to work with – because it worked.

Luhmann had two slip-boxes. One was for collecting references & his brief notes on the connection of the literature- This is called a Bibliographical slip-box – “ Whenever he read something, he would write the bibliographic information on one side of a card and make brief notes about the content on the other side (Schmidt 2013, 170). The other, his main slip-box, was for storing notes and ideas. His slip-boxes were made of wood, and he wrote his notes on index cards.

Luhmann didn’t file his notes by topics. Rather, he used an abstract numbering system. Each note had a unique identifier made up of numbers and letters. When he was adding a new note behind another, let’s say a note numbered 223, he’d number the new one 224. If 224 already existed, then the new one would instead be numbered 223a, and so on. If necessary, he alternated between numbers and letters, branching out as his thoughts required.

3 – How it works?

“Each step is straightforward and well-defined: (1) assemble notes and bring them into order, (2) turn these notes into a draft, (3) review it and you’re done. “

  • 1. Make fleeting notes. Always have a Quick Capture inbox where you can just chuck stuff and worry about processing it later.
  • 2. Make literature notes. Whenever you read something (and by extension, watch and listen to something), make notes about the content. Write down: (a) what you don’t want to forget, (b) what you might use later, and (c) use your own words. Keep it short, be extremely selective. Be even more selective about quotes. The idea is not to fall into the collection fallacy, but to develop a mind map of ideas, arguments & discussions.
  • 3. Make permanent notes. Go through your inbox once a day ideally, and think about how these notes relate to your own stuff (research, thinking, interests). Don’t just collect ideas. Develop ideas, arguments, and discussions. Does the new information contradict, correct, support or add to what you already have (in your slip-box or your mind)? Can you combine ideas to generate something new? What questions are triggered by them?
    • Write exactly one note for each idea, and write as if you’re writing for someone else. Use full sentences, disclose your sources, make references, and try to be as precise, clear, and brief as possible. Throw away fleeting notes from step 1, but the literature notes from step 2 into your reference system. You can forget about them now. All that matters is going into the slip box.
  • 4. Now, add your permanent notes to the slip-box by
    • (a) Filing each behind one/more related notes.
    • (b) Adding links to related notes
    • (c) Make sure you can find this later – either link to it from your index or make a link to it on a ‘Topic’ note.
  • 5. Develop your topics, questions, and research projects bottom-up from within the system.
    • Do not brainstorm for a topic. Look into the slip box to see where chains or notes/ideas have been built up into clusters.
    • The more you become interested in something, the more you’ll think and read about it, the more notes you’ll collect, and the more likely you’ll generate questions from it.
  • 6. Decide on a topic to write about
  • 7. Turn your notes into a rough draft. Don’t just copy them. Translate them into something coherent and embed them into the context of your argument while you build your argument out of the notes at the same time.
  • 8. Edit and proofread the manuscript

4 – Tools & Techniques

  • Tools are helpful but only when it serves the purpose. Though writing is not a complicated process, we sometimes fall into the trap of collecting, testing & trying a variety of tools & techniques with an intention of making thing easier or more productive, but ends up overwhelmed, distracted & writing undone.
  • The idea is to avoid complicating the process, rather Keep things simple. The workflow is important, not the app. That’s why a slip box is crucial. Imagine you have read 100s of materials & highlighted or commented upon important sentences or concepts, now how do make use of these highlights?. If you stumble upon the idea to write, will you go through all materials to find the right highlighted sentence? How do you establish new connections with existing knowledge? Slip-box solves this problem by acting as an external scaffold in the overarching workflow to think in & store information- a task which our brains are not very good at.
  • 4 Essential tools
    1. Something to capture your thoughts & ideas instantaneously could be a pocket notebook or an app on your phone or iPad. I use the “drafts” app for this purpose.
    2. A reference system to collect references & your literature notes. I manage this in a note-taking app called obsidian which has a Zotero plugin.
    3. Slip Box: Mr. Luhmann used the pen & paper version in a wooden box, but that’s old-fashioned now as we have software like Obsidian, Roam Research, REM Note, etc that allows setting links & tagging across the notes.
    4. An editor likes Zotero.

 

The 4 Underlying Principles

1. Writing is the only thing that matters, there is no such thing as a history of unwritten ideas.

  • Traditional Student’s Writing & the delusional thinking. Students approach writing as a separate task that fulfills the examination criteria, wherein they demonstrate what they have learned, and present their ideas & critical thinking skills. The writing workflow is that it has a beginning & an end: it starts with defining the problem or framing the question that needs to be answered, doing the research & literature review & arriving at the conclusion. So where is the delusion? Well, according to this thinking, the student prepares for independent research. Alas, but not. In this mindset, writing is compartmentalized from other tasks.
  • “This book is based on another assumption: Studying does not prepare students for independent research. It is independent research. Nobody starts from scratch and everybody is already able to think for themselves. Studying, done properly, is research, because it is about gaining insight that cannot be anticipated and will be shared within the scientific community under public scrutiny. There is no such thing as private knowledge in academia. An idea kept private is as good as the one you never had. And a fact no one can reproduce is no fact at all. Making something public always means writing it down so it can be read. There is no such thing as a history of unwritten ideas.“
  • Focus on writing. Writing is the medium to share ideas. Ideas that you don’t share are as useless as ideas that you’ve never had. Focus on writing.

2. Simplicity, Efficiency & Effectiveness.

What made Mr. Luhmann & his note-taking system successful was its simplicity, efficiency & effectiveness. With a shallow understanding of this system, it is quite hard to comprehend its simplicity & impact on writing.

  • The slip-box is designed to present you with ideas you’ve already forgotten, allowing your brain to focus on thinking instead of remembering.
  • To achieve a critical mass, we need to separate into 3 types of notes: (1) fleeting notes, (2) permanent notes, and (3) project notes.
    • 1. Fleeting notes – end up in the trash within a day or 2 (drafts/notes)
      • “Fleeting notes are only useful if you review them within a day or so and turn them into proper notes you can use later.“
    • 2. Permanent Notes – these will never be thrown away, they contain the necessary information in a permanently understandable way. Always stored in the same place, either in the reference system or, written as if for print, in the slip box.
      • “ Permanent notes, on the other hand, are written in a way that can still be understood even when you have forgotten the context they are taken from.”
    • 3. Project notes – only relevant to a particular project, discarded or archived once the project’s finished.

3. Nobody starts from scratch

Choosing a topic to write about is hard, hence the usual advice that’s recommended is to do brainstorming. But is the brain the source of original ideas? No, they come from outside: through reading, discussions & listening to others. The brain is not good for storing ideas, but rather for connecting existing ideas & creating new strands of thoughts. Hence it’s crucial to keep written track of your own intellectual developments, questions, arguments & topics so that you always have a cluster of ideas, which saves you from blank page syndrome.

4. Let the work carry you forward

“I only do what is easy. I only write when I immediately know how to do it. If I falter for a moment, I put the matter aside and do something else.” (Luhmann et al., 1987, 154f.)[4]

Finding intrinsic motivation within the work you do is crucial as it encourages continuity of the work, so much so that willpower isn’t needed anymore because you feel it doing it anyway. To achieve this you need a good workflow that leads to what the author calls a virtuous circle, wherein the positive experience motivates us to take on the next task with ease. Mr. Luhmann was extremely successful in achieving this with his Slip Box workflow. His slip box was not just a collection of notes, it was designed to let ideas mingle, organize his thoughts, and understand & generate an excess of possibilities that surprise and inspire us to generate new ideas and develop our theories further. It is not the slip-box or our brains alone, but the dynamic between them that makes working with it so productive.

The 6 Steps to Successful Writing

We have explained the concept & principles behind the Zettelkasten note taking system, let now dive into understand why Zettelkasten makes a difference. Below are the 6 steps for successful writing & working with the slip box is an ideal solution for achieving all these steps.

1. Be productive.

Being productive means getting quality work done in less time. It’s a very hard state to be in as our ability to focus & be attentive is diminishing as we are surrounded by more sources of distraction and fewer opportunities to train our attention spans. Bringing the below hacks in your Zettelkasten workflow helps in getting writing done:

  1. Give undivided attention.
  2. Avoid Multi-Tasking
  3. Focus on what matters most.
  4. Avoid planning fallacy & become an expert.
  5. Manage unfinished tasks: Either close them or write them down for later.

Zeigarnik effect: Open tasks tend to occupy our short-term memory – until they are done. That is why we get so easily distracted by thoughts of unfinished tasks, regardless of their importance.

  1. Minimal Decisions.

2. Read for understanding

Get the most out of your reading by implementing the below points:

  1. Read with a Pen in Hand – Taking literature notes is an important part of reading for better understanding & gaining further insight.
  2. Beware of confirmation bias.

Instead of having the hypothesis in mind all the time, we want to: · Confirm that we have separated tasks and focus on understanding the text we read, · Make sure we have given a true account of its content · Find the relevance of it and make connections.

Slip boxes instill a habitual change of shifting the attention from the individual project with our preconceived ideas towards the open connections within the slip-box.

  1. Get the Gist: Summarize the relevant information in a condensed form for easy explanation & further research framework.
  2. Learn to read: “If you can’t say it clearly, you don’t understand it yourself.” (John Searle)Richard Feynman too proposed the above theory, he said that “you must not fool yourself & you are the easiest person to fool.” Most of us just simply do not know how to read a book, this is attested by our inability to retrieve information of what we read which we believed to have learned. The reality is that: we’re deluded. Reading, especially rereading, can easily fool us into believing we understand a text. Rereading is especially dangerous because of the mere-exposure effect: The moment we become familiar with something, we start believing we also understand it.

5. Learn by Reading

Elaboration is the best researched & most successful learning method.

Elaboration means nothing other than really thinking about the meaning of what we read, how it could inform different questions and topics and how it could be combined with other knowledge. In fact, “Writing for Learning” is the name of an “elaboration method” (Gunel, Hand, and Prain 2007).

Luhmann never read a text twice, but still had all information ready on hand, this was because the slip-box takes care of storing facts and information, thus making the way to focus on thinking & understanding.

There is a clear division of labor between the brain and the slip-box: The slip-box takes care of details and references and is a long-term memory resource that keeps information objectively unaltered. That allows the brain to focus on the gist, the deeper understanding, and the bigger picture and frees it up to be creative. Both the brain and the slip-box can focus on what they are best at.

3. Take smart notes

Scientific thinking is impossible if don’t have the ability to think beyond the context of the text. Even more problematic is the inability to interpret particular information in the text within the argument of the text. Hence it’s vital to note down brief accounts of the main ideas of literature & link them with another line of thought. This is exactly what writing a permanent note is all about.

When we take permanent notes, it is much more a form of thinking within the medium of writing and in dialogue with the already existing notes within the slip-box than a protocol of preconceived ideas.

The mind is reliant on external scaffolding. Most of us think of thinking as an internal process, and consider writing to be the art of putting that thinking to paper. But Luhmann and Feynmann would argue that writing is thinking. The thinking happens through the medium of writing. 💡Thought is the inner life of a human being, it cannot be switched off, it can only be moved from one matter to the other. God is the witness always of everything that passes through the mind. Sometimes you will notice that you have been thinking about someone or something for a long time and that your thoughts were coherent and intelligent, and full of words. But if you should try to write on paper or speak into a recording machine, you will realize that you were thinking without words, except here and there things like place names. That is why it takes a lot of effort slightly different from thinking to write your thoughts down. ~ Dr. Akram Nadwi, Oxford University.

4. Develop ideas

The slip box acts as a tool to think in, not something we think about. Freeing our brain from the task of organizing notes is the main reason we use slip boxes in the first place. The ultimate goal is to make connections between notes & develop new ideas/topics. Below is How:

  1. New Notes are written with explicit reference to previous notes.
  2. Use index cards to have entry points to the notes; this is to make sure that added notes can be founded again.
  3. Index cards are nothing but a list of keywords. But choosing keywords requires thinking. It should be assigned with an eye toward the topics you are interested in or are working on.
  4. Make smart connections with notes, compare, correct & differentiate.

5. Share your insight

As the slip box is for generating new ideas, these ideas now need to be structured for publishing. For this, we need to bring these thoughts into a linear order. Keep the draft flexible, outline your arguments & construct sections/paragraphs. This will show the holes in the argument, unanswered questions & need for further research & ideas.

6. Make it a habit

At the end of the day what makes the difference is strategically building new habits that potentially can replace old ones. Luhmann’s slip box has around 90,000 notes, ie he wrote six notes a day. It is this stainless habit of smart note-taking that made him very successful.

The slip-box is as simple as it gets. Read with a pen in your hand, take smart notes and make connections between them. Ideas will come by themselves and your writing will develop from there. There is no need to start from scratch. Keep doing what you would do anyway: Read, think, write. Just take smart notes along the way.

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