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Ask 43F: Handling notes in scattered places
Merlin Mann | Sep 12 2006
Shiran Pasternak writes to ask:
This is a really good question -- especially given how many people are suffering from the first-world problem of having way too many cool Mac apps to choose from for this kind of work. The short answer is to slim down the number of tools you're frequently using, but to then be sure you also do something smart and repeatable with everything you've captured. The longer explanation... Most of us eventually get pretty good at capturing the informational detritus in our lives -- we have innumerable ways to park ideas, track bugs, create to-dos, and so on. In addition to the apps Shiran mentions, there's also the limitless possibilities of index cards, white boards, web applications, et cetera, on and on. The primary hang-up, in my experience, comes from using so many of these "collection buckets" that it becomes time-consuming and confusing to find, process, and do something with all that stuff in a frictionless way. All the capture in the world is useless unless there's an equally intuitive way to then do something with it. So, first of all, try to limit the number of tools you entrust to data capture. I'm not saying you should just try to forget about something if you don't have your favorite capture device handy, but at the same time, try not to scatter your stuff among silos that a) don't talk to each other, b) you don't frequently check, process, and empty to zero. Candidly, this is what I like about my combination of text files, kGTD, and The Hipster PDA -- I never have to think twice about where something goes.
Your mileage (and devices) may vary, but I encourage you to aggressively thin the herd of whizzy gadgets and apps you use down to the one or two that work best for you. And most definitely don't tear ass to every new bauble that pops up on del.icio.us that promises to revolutionize your brain and your life. Which brings us to the all-important second point: you must empty and process all your collection buckets on a regular basis. Or you will go insane. I promise. Only you can decide what "regular" needs to be, but, chances are, if you're not sure where something is right now (i.e. which bucket you left it in), it's because you aren't processing and reviewing often enough. A text file, in my case, is often the final destination for a piece of information, so that's not a problem, but leaving tasks, ideas, and notes in untended baskets can be almost as stress-inducing as not capturing them at all. Process the crap out of everything once, empty the basket, then review the processed results as often as necessary. Having fewer of these buckets, as above, makes this emptying a less trying experience. And, finally, remember that reference materials in particular (like notes, future plans, and other non-actionable items) are only as useful as your ability to locate them when they really matter. Like I've said before, when thinking about where something goes, try to envision the time when you'll need to find it in the future. Where will you be when you need it? What tools and access will you have? What name will you search for? Are there other materials that need to always live with this item? For the retrieval, then -- depending on how you answered all those questions -- the answer might be Spotlight, Google Desktop, incremental searching -- or even just flipping to an A-Z cabinet of file folders. It just depends. But you'll be much better suited to figuring this out once you've chosen your favorite capture, processing, and parking methods and stuck with them. Otherwise there's not really one answer. And that's probably the problem. Capturing, by itself, will always give you a short and satisfying burst of stress reduction, but it doesn't absolve you of the need to make sure those captured items then get quickly placed into the spots where the really need to live. By minimizing your collection points, processing and reviewing regularly, and using smart planning for storing it in the right place, you can build a leak-free system that runs like a Swiss watch. 15 Comments
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I took a leaf from...Submitted by Mike Brown (not verified) on September 13, 2006 - 3:10am.
I took a leaf from an old book by PC coluknist Jim Seymour that said there are generally two kinds of notes you need to take: structured (by day, by subject, by person) and random (logbook stuff). On my PC at work, I use an OpenOffice Write file I call my infoindex and I use that for structured reference info. Every topic has a heading and I view them all in outline format in a sidebar (similar to Word's Document Map feature). It's a growing collection of topics like Charge Codes, Linux tips, Crossover command line stuff I always forget, KDE tips, information on our servers, etc. It's my one-stop reference file and grows or shrinks over time as needed. Very easy to put new stuff into, update, and retrieve/search. I can also print it out if I'm paranoid. For random info, I was using a quirky Windows program called Electric Notebook, but I've settled lately on using my paper diary and a Mead memo book that has pages related to my work projects (meeting notes, noodling, etc.). It takes a few minutes to leaf through the book, but that's OK -- I find I don't often need to retrieve that much stuff. I use a variety of Delicious and Scrapbook to store work-related online stuff; I just "know" where certain kinds of information are stored, based on my needs and how I sue these tools. It's personal and not easy to describe. I prefer collecting right into my infoindex file and then, as I rummage through it later for something specific, cleaning it up as I go. Same for bookmarks, scrapbook, etc. Merlin's idea for regularly checking your buckets is a good one; it's similar to Martin Ternouth's system for checking his project folders every week and throwing out old papers. And I second the idea that you have only one or two final resting places where your stuff is kept. I don't mind letting text files grow bigger and bigger, if I know that what I need is in there. But if I'm working on something more structured, like a manual or document, then that becomes the repository of all my knowledge and that specific project-related info stays away from the infoindex. Good topic, and one we don't discuss often enough. » POSTED IN:
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