Evergreen notes

Evergreen notes are written and organized to evolve, contribute, and accumulate over time, across projects. This is an unusual way to think about writing notes: Most people take only transient notes. That’s because these practices aren’t about writing notes; they’re about effectively developing insight: “Better note-taking” misses the point; what matters is “better thinking”. When done well, these notes can be quite valuable: Evergreen note-writing as fundamental unit of knowledge work.

It’s hard to write notes that are worth developing over time. These principles help:

This concept is of course enormously indebted to the notion of a Zettelkasten. See Similarities and differences between evergreen note-writing and Zettelkasten.

Implementing an evergreen note practice

See:


References

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

Many students and academic writers think like the early ship owners when it comes to note-taking. They handle their ideas and findings in the way it makes immediate sense: If they read an interesting sentence, they underline it. If they have a comment to make, they write it into the margins. If they have an idea, they write it into their notebook, and if an article seems important enough, they make the effort and write an excerpt. Working like this will leave you with a lot of different notes in many different places. Writing, then, means to rely heavily on your brain to remember where and when these notes were written down.

Luhmann, N. (1992). Communicating with Slip Boxes. In A. Kieserling (Ed.), & M. Kuehn (Trans.), Universität als Milieu: Kleine Schriften (pp. 53–61). Retrieved from http://luhmann.surge.sh/communicating-with-slip-boxes

Write about what you read to internalize texts deeply

If you want to deeply internalize something you’re reading, the best way I know is to write about it:

For deep understanding, it’s not enough to just highlight or write marginalia in books: there isn’t much pressure to synthesize, connect, or to get to the heart of things. And they don’t add up to anything over time as you read more. Instead, write Evergreen notes as you read.

But of course, it doesn’t always make sense to read in this way: much of the time you’re not really trying to internalize the text deeply, and text may not be worthy of that much attention: The best way to read is highly contextual.

Also, it’s worth noting: The most effective readers and thinkers I know don’t take notes when reading. Speaking at least for myself, experience has suggested that I need more support to effectively engage with what I’m reading.

Method

Our broad approach is an alternating cycle:

  1. Collect passages that seem interesting and thoughts that emerge while reading: How to collect observations while reading
  2. Process clusters of those passages and thoughts into lasting notes:How to process reading annotations into evergreen notes

References

Luhmann, N. (1992). Communicating with Slip Boxes. In A. Kieserling (Ed.), & M. Kuehn (Trans.), Universität als Milieu: Kleine Schriften (pp. 53–61). Retrieved from http://luhmann.surge.sh/communicating-with-slip-boxes

It is impossible to think without writing; at least it is impossible in any sophisticated or networked (anschlußfähig) fashion.

Levy, N. (2013). Neuroethics and the Extended Mind. In J. Illes & B. J. Sahakian (Eds.), Oxford Handbook of Neuroethics (pp. 285–294). Oxford University Press.

Notes on paper, or on a computer screen … do not make contemporary physics or other kinds of intellectual endeavour easier, they make it possible.

Collecting material feels more useful than it usually is

Accumulating tabs, saving PDFs, and making bookmarks feels like progress, but we systematically overrate its value. Understanding requires effortful engagement; you are not likely to draw much understanding from a folder of barely-skimmed PDFs.

We collect material because it’s easy, and because it quells the anxiety that we’ll never find what we’re looking at again. But really, we’re often just making things worse, burying important materials in tons of secondary matter we just “don’t want to lose.” This notion is in contrast to Knowledge work should accrete.

Christian Tietze suggests:

This is a first step to conquer Collector’s Fallacy: to realize that having a text at hand does nothing to increase our knowledge.

Instead, we should Write about what you read to internalize texts deeply, because Evergreen note-writing helps reading efforts accumulate. And to help steer ourselves effectively (contra Note-writing practices provide weak feedback), we should process collected materials in short iteration cycles, rather than letting them pile up for long periods. But! Keep in mind that Most texts aren’t worth writing detailed notes about.

Often a good compromise is to use spaced repetition to cheaply internalize a few key details; you can come back and write real notes later if the material turns out to be valuable. See e.g. Deciding to remember something with a spaced repetition system is (aspirationally) a lightweight gesture


References

The Collector’s Fallacy • Zettelkasten Method

Because ‘to know about something’ isn’t the same as ‘knowing something’. Just knowing about a thing is less than superficial since knowing about is merely to be certain of its existence, nothing more. Ultimately, this fake-knowledge is hindering us on our road to true excellence. Until we merge the contents, the information, ideas, and thoughts of other people into our own knowledge, we haven’t really learned a thing. We don’t change ourselves if we don’t learn, so merely filing things away doesn’t lead us anywhere.

Just like photocopying is self-rewarding and addictive, I argue that we fall into the same trap of false comfort when we bookmark web pages and sort the bookmarks into folders or tagged categories. Bookmarking a web page is satisfying because we get rid of the fear of losing access to the information. I get into detail in another post .

This is a first step to conquer Collector’s Fallacy: to realize that having a text at hand does nothing to increase our knowledge. We have to work with it instead. Reading alone won’t suffice: we have to create notes, too, to create real, sustainable knowledge.

Especially when we start to research something new, Eco recommends we read and highlight texts right after we create copies. If we train ourselves to process photocopied texts soon, we get a feeling of how much we can really handle.

Shorter cycles of research, reading, and knowledge assimilation are better than long ones. With every full cycle from research to knowledge assimilation, we learn more about the topic. When we know more, our decisions are more informed, thus our research gets more efficient. If, on the other hand, we take home a big pile of material to read and process, some of it will turn out be useless once we finished parts of the pile.

Kidd, A. (1994). The marks are on the knowledge worker. Proceedings of the SIGCHI Conference on Human Factors in Computing Systems, 186–191

The marks which can make a difference to their organisations are on the knowledge workers not on the pieces of paper. This is what it means to inform - to change the form of a person or a device such that they act differently (ideally more effectively) on their environment.

Knowledge work should accrete

Many activities in Knowledge work seem to be ephemeral efforts, their outputs mostly discarded after they’re completed.

You might wake up to a really tricky email and realize that it connects to something you’ve been thinking about for a while. You might spend an hour writing a careful reply, capturing your latest thinking. And now… it lives in your “sent” folder, and briefly in the impression on your and your colleague’s mind. The effort accumulates only insofar as that work subtly influences your and your colleague’s thinking over time.

Likewise, Most people take only transient notes, though with effective practices, they’re an essential foundation; see Evergreen note-writing as fundamental unit of knowledge work.

We should strive to design practices systems which yield compounding returns on our efforts as they accumulate over time.

A Spaced repetition memory system achieves this for memory: when you find information useful, you can invest a little effort to make sure you always have it available. Over time, one’s spaced repetition library accumulates thousands of questions, and (I strongly suspect) that knowledge makes it easier to be an effective knowledge worker later.

Hamming illustrates this point vividly:

You observe that most great scientists have tremendous drive. I worked for ten years with John Tukey at Bell Labs. He had tremendous drive. One day about three or four years after I joined, I discovered that John Tukey was slightly younger than I was. John was a genius and I clearly was not. Well I went storming into Bode’s office and said, “How can anybody my age know as much as John Tukey does?” He leaned back in his chair, put his hands behind his head, grinned slightly, and said, “You would be surprised Hamming, how much you would know if you worked as hard as he did that many years.” I simply slunk out of the office!

What Bode was saying was this: “Knowledge and productivity are like compound interest.” Given two people of approximately the same ability and one person who works 10% more than the other, the latter will more than twice outproduce the former. The more you know, the more you learn; the more you learn, the more you can do; the more you can do, the more the opportunity - it is very much like compound interest. I don’t want to give you a rate, but it is a very high rate. Given two people with exactly the same ability, the one person who manages day in and day out to get in one more hour of thinking will be tremendously more productive over a lifetime. I took Bode’s remark to heart; I spent a good deal more of my time for some years trying to work a bit harder and I found, in fact, I could get more work done.


References

Sosa, R. (2019). Accretion theory of ideation: Evaluation regimes for ideation stages. Design Science, 5, e23

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

But most importantly, without a permanent reservoir of ideas, you will not be able to develop any major ideas over a longer period of time because you are restricting yourself either to the length of a single project or the capacity of your memory. Exceptional ideas need much more than that.

2019/08/13 conversation with Anna Gát:

On Twitter, you don’t build anything.

Matuschak, A. (2019, December). Taking knowledge work seriously. Presented at the Stripe Convergence, San Francisco.

Hamming, R. W. (1997). The art of doing science and engineering: learning to learn. Gordon and Breach.