Book_Chapters,  Learning

Learning: The Materials from Which We Build Everything Else

It may seem a bit odd to take a detour into learning as a subject on a site dedicated to rhetoric, but I believe I can justify it to you in two ways. First, more obviously, while I’m sharing what I can on our subject matter here, the very nature of the medium is that if you want to get the most of it, you’re going to have to and put in some work on your own. I won’t be standing there to answer questions, point out errors, or direct you to the next stepping stone (though, by all means, if I can help with any of that less directly, leave a comment somewhere here on the site). Our goal is to learn rhetoric, largely teaching ourselves, so it makes sense to learn a bit about “how to learn.”

Secondly, though, and perhaps less obviously, “how to learn” may not be as core to the “rhetoric” side of this site, but it is the beating heart of the “Renaissance Man” side – intellectual curiosity across a wide variety of fields is the definition of the Renaissance Man, so if our goal is to cultivate his virtues, we’re going to be spending a lot of time learning, and again, it helps to know something about how to do that effectively.

Before we go on, I should point out that metalearning (“learning how to learn”) is a big and complex subject, informed by psychology, cognitive science, practical experience, habit building, and lots more. As such, this is far from a complete treatment of the subject, more a very basic introduction, enough to get you going with. We’ll likely come back to this subject over time and build out the bits and pieces in more detail, but for now, I want to avoid overwhelming you with a deluge of tips, tricks, variations, and so forth.

Learning as the Bridge Between Values & Strategy

We’ve spent some time now grounding ourselves in our values, and all the while, we kept coming back to how a clear set of virtues, aimed at living up to our values, will allow us to set goals worth pursuing. Setting goals and working out how to get them would naturally lead us to talk about strategy, and yet, here we are talking first about learning. Why might that be?

Well, if you want your goals to be anything but the vague, fuzzy handwaving in a general direction like “be happy,” “help others create value” (good directions, but vague!), then you need to understand something about yourself and the world. What are the things that make you happy? What are the things that have made others happy in the past? What have been the snares and pitfalls that folks think will make them happy, but do not truly? And once you’ve waded through those (and other) questions, you will need to know things like “so how did they go about pursuing these things?” “What is different about those who succeeded and those who did not?” “Are there material differences between their circumstances and mine, and what do they mean?” (And, of course, potentially hundreds of more such questions).

So, learning is what gives us the “raw materials” out of which we’re going to build the structures that rise from our foundation of values. Some of that learning will go to the framing: the core mental models that shape how you view people and the world and how it all works. Some of our learning will go to the walls, floors, and ceilings: what domains do I get to know well enough to create value for others within them? How do I link them together? Where am I happy to just have surface knowledge? And some of our learning will go to the finishing touches: how do I package what I’ve created in a way that others see its value? How should I speak to this audience versus that one? Do I need to learn just enough graphic design to tell whether the designer I hired did a good job?

Whatever level of detail, as we go after our goals to live up to our values, we’ll need to navigate a lot of different challenges, and there’s no way we can know all of them before we start. Knowing how to learn, then, is a metaskill that we can call upon whenever life throws us an unlooked for challenge. Product’s taking off like crazy, and now you need to know how to build up a team? You can go find relevant books, articles, podcasts, and whatever else and learn as you go. Working with huge amouonts of text and realize you need a more industrial-strength text editor? Time to learn Emacs (But no, it’s not really. I hesitate to even share this link, as that is a very deep rabbit hole indeed. But I fell down it a long time ago, and now it’s where I write everything).

Besides learning what to do, it is often even more helpful to learn what not to do. Learning the most common mistakes in a field can save you a lot of heartache and trial and error. Seeing how someone else made a decision that worked out in the short term but hurt him in the long term can help you either avoid it, or try to get the short term benefit without setting yourself up for the long term cost. Counter-examples are often stronger motivationally than folks we look up to, thanks to loss aversion (broadly speaking, it hurts more to lose than it feels good to win a comparable amount). So, whatever topic you’re learning, be sure to ask not only “what does good look like?” but also “what does bad look like?”

The Importance of Breadth

The biggest shift we’re going to make here from what you’ve likely learned in the past is that we want to put far more weight on breadth than schools and careers tend to do these days. Instead, they have trended more and more specialized. The argument for specialization goes something like this: “in a complex and highly diversified world with an ever-increasing body of knowledge, to say nothing of raw data, you have to specialize to be able to become enough of an expert to compete, and in some fields, to be able to do anything in it at all.”

And, indeed, there is some truth to that line of thinking. There is some stuff you can’t do unless you’re very specialized. There are some fields where specialization is more useful than others. So, some amount of specialization likely makes sense, and how much will vary depending on your values and goals.

That said, breadth is the defining trait of the Renaissance Man. Science and Art and Math and Medicine and on and on. Specialization allows you to understand fewer things in a deeper way. Breadth allows you to understand more things in a shallower way. I do not understand machines like my mechanical engineer father, nor ecology like an ecologist, government structures like a political scientist, but because I’ve studied systems theory, I see some of the dynamics in each, and I see what they have in common. Thus, breadth tends to lead to more generalizable knowledge and insights which is more helpful than specific knowledge or insights when you confront something novel or unknown.

Thus, each of us will have to decide how deep to go in each field we study, and where the payoffs of knowing it better start diminishing, versus the opportunity costs of studying multiple fields and never reaching the kind of payoffs we might get from going deep. It’s an art, and we’ll discuss a bit about how to navigate it a bit further down.

Another reason to value breadth is that often new insights come when an expert in one field starts to get to know another, unfamiliar field, or when folks with two different ways of thinking about things are forced to work together. Think of a Venn diagram: we want to play in the overlap, but to do that, we have to have something of each of the circles to work with. The more circles we add (i.e. the more fields we learn something about), the greater the chance that some of them will overlap, sometimes in surprising ways. When Europeans first started noticing that Sanskrit shared some features with Latin and Greek, who among them would have thought that some of our best insights into where those languages came from and what they had to do with each other would come out of the study of biochemistry, which led to our current understanding of Ancient DNA?

Another reason to find value in breadth is the old saying “if all you have is a hammer, everything looks like a nail.” Different fields teach different ways of approaching problems and thinking things through. Different fields provide different data and insights. And sometimes, the tools from one field can become useful in other contexts. Other times, your preferred tool might not be working (“why won’t the Engineering Problem Solving Method produce good fiction!?”), and having some other tools to hand can be helpful. The good news here is that often the mental models, problem solving tools, and other “ways of thinking” from a field are often easier to learn than actually learning the entire field in depth. I can learn the engineering problem solving method and apply it without learning calculus and physics and material properties – I just won’t be able to apply to the same problems an engineer would be able to with that additional training.

Lastly, returning to our emphasis on the virtues, different fields cultivate different virtues, and so pursuing them can help you to keep balance amongst your virtues. Competitive sports and martial arts will cultivate much harsher, more aggressive virtues than yoga or Tai Chi, even if all of them keep you healthy physically. Learning to think like an engineer will help you quantify things, figure out the tradeoffs between those quantifications, and come to a reasonable decision to achieve practical goals, all of which are, or at least can be, virtues. On the other hand, learning to think like an artist will require you to shut up your chattering mind, learn to see what’s really in front of you, how to turn this impossibly complex thing into some simplified marks on paper, and yet all throughout convey something of what it makes you feel. Also all potential virtues, but very different ones. Even more closely related fields encourage you think look at things differently, and so to get better at some things than others. Economics is great for learning to generalize and apply high-level theory, whereas Business as an academic discipline is much more about specific, tangible examples and investigating the nuances thereof. Both are dealing with how money is made and spent, but come at it in different ways.

So, we know we want to learn from and about a wide variety of fields, but how do we do that?

The Importance of Mimesis

Today we tend to recoil from what has historically been one of the keys, if not the key to learning: mimesis. Mimesis means “to imitate,” and humans are remarkably talented at imitation. Think about any time where you’ve watched someone do something, and then tried to do it on your own. Yeah, the first time was almost certainly not perfect, and maybe not even good at all, but the fact that you kinda-sorta do it at all just from watching is actually pretty remarkable when you stop and think about it.

Mimesis comes naturally to us. Little kids start imitating what they see the grown-ups and older kids around them do (my 3-year old will take a piece of paper, fold it in half, and then bang on the lower half and announce she’s “working on her computer”). We also imitate our peers around us, often without realizing it: have you ever caught yourself using certain vocabulary, speech patterns, or idioms at a time you didn’t mean to, because you’ve been around folks who do? I know that when I was a consultant, a lot of consulting jargon crept into my language despite my best efforts to keep it out. The point is, though mimesis comes naturally, we can also use it intentionally to help us learn.

In fact, in the Renaissance (and, to be fair, before), mimesis was the primary means of instruction, especially for Rhetoric. It was believed and expected that if you spend enough time trying to be like the great masters of old, you’d be great like them even when not copying them. Part of why we look down on mimesis these days is the belief that “rote copying” is not “really” learning. And sure, if that’s all you do, you’re missing out, but that’s not what our ancestors were doing. The recognized that if you start with literal rote copying, then “take this piece by Cicero and make him sound more like Caesar,” and then progress to “write something of your own, but in the style of Cicero,” you were deeply internalizing Cicero’s approach to speechwriting first, and then taking that internalization and applying it, giving you a much richer and deeper relationship with Cicero’s writing than if you just read it and talked about what kind of rhetorical devices he had.

Another value of mimesis is that it allows for us to learn just about anything from anywhere, so long as we can find a good model of mimesis to imitate. And in so doing, we can find variety, nuance, and depth in two ways: by finding other targets of mimesis (“copy Cicero and Caesar”) or by looking at our object of imitation over time and across circumstances (“copy Cicero’s speeches about the Cataline Conspiracy, and his support for Caesar, and his polemics against Caesar, and his philosophical writings”). Mimesis is especially good for bringing out the things that a teacher might not realize he is doing, but that is nonetheless important – sometimes called “process knowledge” or “embodied knowledge.”

The last reason that imitation is useful is somewhat paradoxical. We tend to deride copying as doing something without understanding it. And, hey, I agree, certainly at first, and sometimes for a long time, that’s what copying is, and that’s not the end state we want to reach. But imagine if I explain the reason to do something, and you start trying to do that thing. Maybe something like “always end with a call to action, because it’s the last part of the speech, and it will stick in folks’ heads.” So, you start writing pitches that always end with a call to action, and you tell yourself that you understand it, because I gave you a reason. But do you really, deeply understand why a call to action is useful, why it makes sense to put it at the end, what different calls to action look like, and so forth, the way you might if you chewed through hundreds of speeches and all of a sudden you were like “wait a minute, every one of these ends with him asking the audience to do something!” Likely not. In this latter case, you’ve reached the generalizable conclusion on your own, from “the inside” by getting in the heads of each of these speechwriters as you get to know their speeches. Now, there are usually helpful midpoints between “here’s a canned answer and a procedure, go do it” and “grind through copying until you reach enlightenment,” but I’ve stressed what’s useful about copying/imitation since most of us have a pretty strong aversion to it if we have learned to love it.

Core Learning Principles

Below are some broad principles that will help you to approach learning effectively, no matter what fields you want to dive into. As I said above, this is far from exhaustive, but is meant to give you enough to get going with to begin your route to master autodidacticism.

Follow Your Interest

Our first principle is that you should heed what interests you. Learning should be fun. It should be gripping. And I’m not talking about the stupid ways our teachers tried to make learning “fun” by making us arrange dominoes into math problems or build styrofoam and clay models of cells or roleplay as Caesar and Pompey in the civil war (okay, that last one actually was fun). Instead, the kind of “fun” learning should be is what it feels like when you can’t quite go to bed because you have one more blog post to read. Or you are this close to debugging this stupid code, but have to wade through multiple stack exchange posts to figure it out. Or you’re reading a book and you go “but that reminds me of…” and jump up to grab another book (or three) off your bookshelf. It’s not the kind of “fun” you have playing a game, necessarily, instead it’s being interested.

I believe that what interests us, what grabs our attention and holds it, what we can’t stop thinking about even when we “should” be doing something else, tends to very strongly reflect what’s going on in the deep places of our mind (sometimes this is more obvious than others, such as being distracted by a pretty girl). Now, just because something is in your subconscious doesn’t automatically mean it’s right or good or where you should focus your efforts, but it does mean it’s something that some part of you cares about, whether in a positive or negative way (doomscrolling is our interest getting highjacked by worries about what bad thing could happen to us). So it’s worth investigating a bit – why is this interesting to me? What about it grabs me? What does it have in common with other stuff I’m interested in? What’s different about it?

But even if we can’t figure out why we’re interested in something, provided it’s not distracting us too much from needed responsibilities and isn’t inconsistent with our virtues, then we likely should pursue it. One important reason is motivational. We want to become lifelong learners. To do that, it’s helpful to convince the subconscious motivational parts of our mind that learning is worthwhile and enjoyable. To teach it that, it’s helpful if it actually is, you know, worthwhile and enjoyable when you’re “learning” things. Following our interests helps to make sure that’s true.

Let’s imagine that you enjoy reading, but you read exclusively non-fiction because you see it as a better use of your time. On the other hand, you’ve been hearing all of these arguments about why fiction is broadening and helps you better understand other people and psychology and so forth, and so you’re like “you know what, I should start reading fiction.” If you then go find the “top 10 most important works of literature in English” or something and try to to plow through the list in order, you’re likely to have a bad time – if you already don’t like fiction, are you really going to like War and Peace? I mean maybe, but that’s a pretty big ask for yourself. Instead, a much better path might be something like “hey, I really liked the movie The Martian, I wonder if the book has anything in it not in the movie?” or “all my favorite video games are fantasies, maybe I can find a good fantasy book to start with” or even “whoah, that’s a cool cover, I wonder what’s in that book?” The point is, especially when you’re first starting something you’d like to be a habit, make it easy on yourself to stick with it, and in this case, pick up books that interest you and read those. Eventually, you’ll either find out that you can enjoy fiction (at least some of it) and then maybe want to broaden out from there (or not!), or that it’s not so much for you after all, and either way, you’ve learned something.

This rule isn’t the end-all, be-all (see below), but it’s very important, which is why I’ve listed it first.

Let Others Lead You

Now we have some Yin to the Yang of “Follow Your Interest”: sometimes, we have to let others lead us, even when we don’t much want to follow where they’re going. All of us have had times where we didn’t much enjoy a subject, but we were forced to stick with it, and then, one day “ah hah!” So that’s what’s cool about this. Not all of us reach this moment in every subject, but we wouldn’t never get there in any field if we didn’t push through the initial resistance of “this sucks.” And every new field sucks when it’s new, because it’s confusing and makes you feel dumb and you can’t get your hands around it.

Sometimes it’s not being new to the field where we meet our resistance, but trying to leave the welcoming plains of the newbie for the foothills of the journeyman or the peaks of the masters. Is it worth overcoming that resistance by choosing a guide to stick with even when you lose all interest? Sometimes yes, sometimes no, and that’s a place where greater clarity on your values can help you.

If you have goals that require certain skills or knowledge, well then, yup, time to buckle up and muscle through. On the other hand, if you’re looking at something as a “nice to have” or “oh, I should learn that because I’m supposed to,” well, then maybe you’d be better off going with what you’re actually interested in – it might be a clue that that is what would do you some more good than this thing you’re trying hard to convince yourself to go after will.

Another thing that can help us here is bringing back the concept of mimesis. If someone you admire and want to be like has pursued a path of knowledge, that’s good evidence that it might be good for you, and the more central it is to what you admire about him, the more likely you’ll want to power through your own phases of lack of interest (for example, if you want to be like John von Neumann, getting through the more challenging bits of mathematics will likely help you, but learning to juggle or ride a unicycle might not). This is easiest and works best when the person you admire is someone you can interact with, such as a teacher or mentor. Then you can just ask him “hey, I’m really struggling with this stuff here, is it really worth pushing through if I want to use it for X?” and he can give you an answer that incorporates his knowledge of himself, the subject, and you. But we don’t always have that luxury, of course, so sometimes it will be up to you, and learning to navigate brings us to our next principle.

Breadth in Your Interests, Depth in Your Practice

As we’ve touched on above, learning when to go deep and just how deep to go is more of an art than a science. A level of comfort with coding that serves me well may be just barely scratching the surface of what you need, whereas the amount I value knowing about the Proto-Indo-Europeans might be useless minutiae to you. Before going a bit more into how to navigate this, I want to take a step back. Throughout the posts on this site, I tend to adopt a fairly instrumentalist viewpoint: learn this knowledge to achieve your goals. Adopt this habit because it’s useful. Be virtuous because it leads to flourishing. I tend to draw your attention to the ends because for most of us, that’s motivating. On the other hand, as we touched on in Follow Your Interests, in many ways, doing something that interests you is its own reward and is worth pursuing for no reason other than you found it compelling. Spending an afternoon reading and taking notes on something that you couldn’t look away from is flourishing, at least if it’s not coming at the cost of something that will hurt you later. “Learning is its own reward” is a cliche, but like many cliches, there’s some truth to it.

This is a bit of an aside, but I think an illustrative one. I mentioned my interest in the Proto-Indo-Europeans. Ever since I learned that most of the languages of Europe, many of those of the sub-continent, and a few scattered in-between can trace their pre-history to a common ancestor, and that along with language went cultural and religious threads that can be compared, contrasted, and decoded to learn more about what their ancestors who left no written records must have been like, I haven’t been able to get enough. Sure, sometimes I turn this to some more practical end, like trying to understand the impact language or culture might have had on various historical or political developments, or to get deeper insights out of reading the myths of these daughter peoples, or whatever else. But I haven’t been gobbling up whatever I can find on the topic for the past 20+ years in order to do those things – I just like it. Likewise, I just read an excellent novel set just as those groups were starting to spread out and grow distinct from each other, and while my knowledge of pre-history, archaeology, ancient DNA, comparative mythology and so forth deepened my enjoyment of the book, that’s not why I sought that knowledge out – I had no idea the book existed before a few weeks ago, as it was just published! Instead, I enjoyed the book because it presented a new-to-me way to explore how these various threads might be made sense of, by crafting a compelling story that happened to rely on and demonstrate some of the best conclusions folks have found about these ancient people.

Okay, so, having gone rather deep on the worth of digging in (or branching out) merely because you enjoy it, let’s talk a bit about how to navigate the right balance of breadth and depth when you do have some end in mind: you want to learn a new field because you think it will help you in some way. I sum up the rule of thumb I recommend with “Breadth in Your Interests, Depth in Your Practice,” giving us the header to this section, but what does that look like?

“Breadth in your interests” means that it’s helpful for the aspiring Renaissance Man to seek out multiple fields to be interested in. Say you’re not much of a mathy guy. Well, then, perhaps you should look for some inroads to math that you just might find interesting (here’s one that worked for me, though I’ve still got miles to go). On the other hand, if you’re all about that STEM, and you realize it might be good for you to become interested in the humanities, what to do? Maybe look for a history of science book, or even philosophy of science. Or you don’t know much about the history of the early 19th century, but you are interested in military stuff from multiple time periods. Well, find a biography of Napoleon or a military history book on his exploits.

Sometimes this will be less intentional. You listen to a podcast, or read an article, or have a conversation with a friend, and sometime you’re not familiar with grabs your interest: well, go track down something on that topic suitable for a beginner and get cranking!

As for how to “get cranking,” that brings us to “depth in your practice.” In short, this means that even when you stay shallow in a given field, it’s helpful to approach how you learn about that field in a disciplined, even intense way. Maybe you only read one book on the subject, but you take good notes on it. Or you read a handful of articles, but you find the common threads between them and link them back to another field you already know better. How to do this more tactically brings us to our next principle.

Build Up and Link What You Learn

If all you do is read a lot and pay attention while you read, you’re already far beyond most folks in terms of learning. To some degree, you can count on the genuinely interesting and useful stuff to “just stick,” but when you really want to take your learning to the next level, it’s helpful to find ways to link the new stuff you’re learning to existing knowledge, and to build up from basic concepts to more sophisticated insights. The way to do that is through note-taking.

First, a word of caution. I mentioned above the importance of maintaining the joy of learning if you want to stick with it for the long haul. There are all kinds of very in-depth note-taking approaches you can find, and I’m going to give you a teaser of one below, with links to how to learn more if it gets your intellectual motor going. But if you’re not careful (as I have not always been careful in the past), then you might end up focusing overly much on the method and not enough on what it’s supposed to be for, and then you end up feeling like you’re giving yourself homework. A rule that we’ll discuss more when we talk about getting things done is that “consistency is more important than intensity.” The idea here is that the okay thing you stick with beats the hell out of the great thing you drop because it’s too burdensome. So, you may read about some intense note-taking approach, get excited, try to follow it, and then you realize your reading has slowed to a crawl and you’re putting it off, and eventually you drop the whole thing. You might have been better off with just taking a few notes in a notebook, or even with just reading the book cover to cover and telling a friend about it.

Okay, with that caveat out of the way, first I’m going to make a general recommendation, and then follow up with a specific implementation of it you might consider.

First, the general recommendation is this: take notes by hand, on paper. As we’ve discussed before, we like doing things the old-fashioned way around here, and this is one more example of that. Analog notes have several advantages over digital notes, even if they have some obvious disadvantages (like not being easily searchable and most of us being able to type faster than we can write). First, things that you write by hand stick in your brain better than things typed. Something about the greater effort taken in writing out weird little shapes versus directing our fingers to clickety-clack certain spots digs deeper grooves in the brain. You can even pair this with mimesis: many copywriters recommend taking the work of copywriters (or really, any kind of writer) you admire and copying out passages by hand. The greater time and effort it takes versus transcribing it (or hell, highlighting it and copy/pasting it into a file) is actually a feature rather than a bug when it comes to internalizing what the passage has to teach you. Analog notes also offer great flexibility: you can draw little diagrams, add in arrows connecting a later point to an earlier one, scratch things out without utterly deleting them (showing the steps of your understanding and thinking), readily switch back and forth between bullets, prose, quotes, doodles, or whatever other format best suits each bit that you’re learning. Lastly, analog notes are much less distracting than the devices on which we tend to type up digital notes – on a notecard, the internet is not one keyboard shortcut or finger-swipe away, so you’re more likely to get your whole thought down before going on to some shiny new thing.

Taking Analog Note-Taking to Eleven: the Zettelkasten

To do full justice to the Zettelkasten would take at least a post, but more likely a whole book (that’s the book I recommend if you do decide this is a rabbit hole you want to fall down), but I’d like to give you a small taste and a way to get started that is fully consistent with going deeper on it later (so you’re not “wasting” any work by following the below).

First off, what the heck is it? Zettelkasten is German for “Notebox” (zettel means “slip” or “note,” and kasten means “box”), and it was developed by a German sociologist named Niklas Luhmann. It started getting attention once folks noticed how extremely prolific a researcher and writer he was, and a few years ago, folks started pushing a digital version of the approach, and it has taken off among the “knowledge management” community. Scott Scheper, the author of the book linked above, makes a case that I find compelling that trying to go digital undermines much of what made the system work for Luhmann, and instead recommends going full analog. I tried the digital approach and was just starting to wonder if maybe analog would work better when I found his work, and so I was pretty easily sold, and the analog approach is now what I take.

I tried writing up a “quickstart” to more or less the complete Zettelkasten approach, but I quickly found it spiraling out of control (it would have made this post half-again as long), so I’ll be cleaning that up into a separate post, but for now, here’s your “one weird trick” for taking notes on what you read and organizing them in a way that will be helpful to you, while also taking care of the first steps of something more involved later if you like.

  1. Get Notecards, a Box, and Dividers: I like 4×6 for having more room to actually write notes, but some folks use 3×5. Get a box that matches their size, where you’ll be able to stand them up and flip through them along with standard alphabetical dividers of the same size as your cards. Put the dividers in your box.
  2. Fill Out the Front of a “Bib Card”: We’re going to call these cards “Bib Card,” which is short for “Bibliographical Card,” because they are associated with particular books or articles. On the top of the front of the card write out the basic bibliographical information of what you’re going to read, like this: Last Name, First Name. (Year Published). Title. Publisher
  3. Add a Citation to the Back: Flip over the card, and along one of the long edges (I try to use the same side that’s the top of the front) write an abbreviated version of the bibliographic info, as you’d use in a citation, like this: Last Name, First Initial. (Year Published). Then, draw a little box around it .
  4. Take Notes: As you read, take notes on the back of the card by turning it 90 degrees, so the citation is now in the right top corner and perpendicular to the notes you’ll be writing (you don’t have to rotate it, but you can usually fit more notes in this way). Whenever you want to take a note, write the page number in parentheses, then your thought, as briefly as you can (this is more meant to help you remember your reaction than to be a complete record of your thinking).
  5. Add the Bib Card to Your Bib Box: Once you finish the book, flip to the letter of the author’s last name and slot the card in in alphabetical-by-author order.

Closing

This post is running fairly long, and yet we’ve only scratched the surface when it comes to “learning how to learn.” It’s a topic I find endlessly fascinating, so I’ve had to rein in my desire to go even more into it, but I hope that what I have shared here is useful for you. Whether you find the specific techniques or principles mentioned here useful in learning what you need to know, I at least hope I have convinced you of the value of learning, and most of all learning across multiple fields, if you want to be able to have the kind of unlooked for insights that will allow you to create value for others and so reach your goals.


I welcome and look forward to your thoughts on the above, within a few guidelines. Posts from users who have not had a previous comment, or from anonymous users, will be not be posted until manually approved. Comments that are relevant, courteous, and reasonably concise will be approved, while those that include personal attacks, sales pitches, or entirely off-topic content will not be. As Renaissance Men, we strive for reasonable, civilized discourse, which can include plenty of disagreement, but need not stoop to contentless abuse or spam. Also, feel free to use markdown syntax or html tags to format your comments, though those are by no means required or expected.


Discover more from Rhetoric for the Renaissance Man

Subscribe to get the latest posts sent to your email.

17 Comments

  • Mark

    One thing I find useful about Youtube is that they usually have an automatically generated transcript of the video and a button called “Show transcipt” below the video that you can click to bring up the transcript. Then if there is anything that I want to record of the person speaking, then I can pause the video and simply copy down the words of the transcript onto a physical notebook, rather than trying to transcribe the person’s speech by ear.

    • Jeff Russell

      That’s a good tip, thank you! Trying to get thoughts, especially quotes, purely from audio can be a challenge, whether from a video or a podcast, and I think the transcript can be a good intermediate step (though I’d advise others to follow your lead and write it out, rather than copy/pasting it).

  • David P.

    Well, now you’ve done it. I’ve finally been pushed over the edge of buying a book on the Zettelkasten—though, as a German, I find it somewhat hilarious that English has borrowed the word when notebox or even slip-box would’ve been a perfectly serviceable English alternative. I suppose that the foreign language highlights that it’s a term of art and not just a generic word for a box with paper in it.

    I find it quite interesting that Luhmann himself seemed to have considered the ZK a stopgap solution, only necessary because computers weren’t available to him yet. My own translation of his ZK II Note 9/8,2:

    Personell has been hard to come by and expensive for a long while; now it’s becoming unruly and uncontrollable too.

    The microprocessor has been announced but isn’t properly available.

    Memory is fallible and needs to be relieved.

    [Underlined:] Thoughts on an attempt at creating a second memory.

    Perhaps this was shortsightedness on his part, being (necessarily) unfamiliar with the shortcomings of digital knowledge management software. But perhaps this means instead that computers aren’t living up to their full potential and a better interface might make them more useful than their analogue counterparts. (I am not, to be clear, talking about goLLuMs, which are information destroyers at heart and thus wholly unsuitable to this kind of task.)

    —David P.

    PS: I’m not sure what HTML tags WordPress allows, so I hope this renders fine.

    • Jeff Russell

      Heh, English never met a word it wouldn’t steal from another language! I do see “slipbox” quite often, and is how I refer to my own box (I like words with English roots for idiosyncratic aesthetic reasons), but Scheper seems to have picked “Zettelkasten” to emphasize that his approach is more closely aligned with Luhmann’s, rather than a digital reworking of it.

      And that is interesting. It might very well be an interface issue, but from my own fumbling attempts to reproduce the handy aspects of an analog system in a digital format, it seemed like there were digital tools that theoretically handle what you want a slipbox to do, but that when it comes time to implement them, they end up not working for one reason or another. I think the major reason is that an analog approach imposes natural limits: taking longer to write things out and file them makes you more selective, tracking things in a physical index makes you less likely to come up with 10,000 tags, rendering all of them unhelpful, and the notecard size stops any one card from sprawling to the length of an essay (or at least forces you to confront “do I really want this to be an essay?” every time you have to add another card to the sequence, rather than the unending buffer of a word processor).

      The other thing that an analog approach does, which Scheper emphasizes heavily, but I didn’t go into as much detail here, is that an analog slipbox requires a certain amount of thinking and remembering on the creator/user’s part that digital tools often encourage you not to do. If you think “I can just search my database,” you don’t bother to remember how it’s structured, much less find meaning and insight in the growth of that structure. If you don’t have to flip through the index, you don’t see random other topics that might be related, or might trigger a connection. In deciding “should i put this card in this spot or that spot?” you have to make decisions about what weight to put on what connections, and so on. Altogether, parallel to building the physical structure of the box, you’re also building mental structures, which might be even more valuable.

      None of which is to say I begrudge anyone who finds the digital tools useful! I still refer back to the notes I took when I was trying to do things the digital way, but I personally have found the analog more useful.

      Cheers,
      Jeff

      • David P.

        Oh, I quite agree that all extant digital approaches (that I’m aware of, at least) have pretty fundamental shortcomings. I’d actually start on an even lower level and blame the very concept of text files. If I want to make up my own notation, pen and paper let me just draw any symbol I like, whereas my text editor only lets me enter the symbols I have on my keyboard (which, admittedly, can be rather many with a compose key) and those that I can copy from somewhere. This problem gets even worse when one wants to include figures, which will always stand out in some way by being different from the surrounding text.

        Then, having serialised the text, there’s the temptation of actually working with the text, which requires a degree of standardisation. My browser’s spellchecker, for example, flags both “serialised” and “standardisation” for not conforming to an American’s idea of proper orthography.¹ Worse than guiding me away from my own idiosyncrasies, it also increases the hurdle for a new word to get adopted. For example, neither slipbox nor notebox are in my spellchecker’s dictionary.

        If you permit some idle speculation, one digital notetaking strategy I could imagine working well would be to take regular writing on paper but transport it to AR. You still have unstructured writing/drawing on delimited canvases but these could be arranged virtually rather than physically. This means that one’s entire working environment is portable. Rather than lugging around boxes of notes, you just pop on your AR glasses and start writing/reviewing notes whenever and wherever you want. One would also not be limited by the physical world in how one arranges notes. Need to reference something infrequently? Just pin it somewhere to the side, so you just need to turn your head to see it. No pinboard required.

        In fact, I have thought about working on something like this before but as long as we don’t know the longterm impact of putting screens right in front of the eyes, I think I’d rather let somebody else experiment on themselves.

        —David P.

        1: I’ve already added a British dictionary but apparently it got disabled somehow. I love computers.

        • Jeff Russell

          Agreed that the characteristics of text files are limiting in ways that can be unhelpful. In defense of text files, they’re likely to be among the last things that computers can work with, just as they were among the first, so if you assume working with something digital, text files are nice for being as solid/long-term as anything digital can be said to be. That’s why I keep my main blog as a marked-up plaintext file before exporting to HTML, but that’s another story.

          Other than the concern of screens in front of your eyes, I’d say that your aside on the spellchecker, and the footnote that it’s just gone away for some non-obvious reason, also neatly illustrates my leeriness of digital approaches, and the more technology the require the more so: complex systems have more failure points and more unexpected interactions. While conceptually an AR office that you can interact with just like a physical office (with maybe a few added bonuses) sounds pretty nice, I’ve come to be very suspicious of the capability of digital solutions to actually deliver on the ideal they promise, purely due to technical and/or physical limitations. Fully immersive AR has been a concept since at least Snowcrash in 1993, and various conceptions of AR/VR go back much farther, but every attempt at implementation so far has run into limitations that make it work nowhere near as envisioned. So I’m not holding my breath that we get there any time soon.

          In the meantime, paper is cheap, easy, and readily available, if a bit bulky (the struggle of having an analog notecard system while also mostly working outside of the office where it lives is real!).

          Cheers,
          Jeff

          • David P.

            And here I was wondering why I got put on the moderation queue again when the previous comments went through just fine—if you don’t mind, could you edit out my last name from my above comment?

            As for your defence of plain text, I don’t completely disagree. The moment something needs to be digitally processed, I’d definitely pick plain text. For display purposes, which my hypothetical system would limit itself to, I’d take my chances at just having a properly documented file format so that another viewer could be constructed.

            I suppose you’re right on the complexity front. I tend to like digital solutions until I actually have to interact with them, at which point the life of a medieval farmer starts sounding pleasantly simple.

            —David P.

          • Jeff Russell

            David P.,

            It appears we’ve reached the built-in nesting limit for the wordpress software, hence this being a reply to my own comment rather than yours. I’ve edited your above comment not to include your last name, but yes, it didn’t get auto-approved since you used a slightly different display name.

            As to your comment, much agreed. I’ve always had a challenging inner balance between technophile and luddite, but as I’ve paid more attention to my actual interactions with technology, the luddite side has steadily strengthened.

            To go back to your AR note-taking system and tie it back to our discussion of plaintext, it strikes me that there would be value in either representing handwritten notes purely as images to be displayed on the AR (such as not needing to worry about bad transcription algorithms) or translating it into a plaintext file (searchability, exportability, etc). Either one would also likely have problems that might very well be overcomeable, but are not there with the luddite option (with fewer bells and whistles, of course).

            Cheers,
            Jeff

          • David P.

            Continuing here, then: Thank you.

            The main advantage of the digital option is still its portability; everything else can be replicated in the luddite version if (and that’s a big if) it should prove necessary. But maybe we should think through what portability actually enables: Referencing existing notes when not in your office. I don’t see anything that would prevent reading a source somewhere else and taking notes on the bib card. This already covers wanting to read in a library or out in the sun.

            As it seems rather difficult to take the noteboxes with you on long journeys, one probably won’t be able to do much work (beyond reading) while travelling. That definitely sounds like a big issue. For what it’s worth, though, the same can be said for any activity that needs a workshop.

            This also means one would have to decide between having the noteboxes at home or at work, if one is employed as a knowledge worker. Here, though, we might wonder whether such an arrangement wouldn’t constrain your ideal reader anyways.

            —David P.

          • Jeff Russell

            No argument there: so long as digital devices remain easy to haul around, transfer files to (whether by physical media or the internet), and use, they allow for remarkable mobility in doing core tasks (I wrote my earlier response in a coffee shop downtown, and I’m writing this one on the couch in the burbs, and I didn’t even have to use the same device to do it, even though I happen to be doing so).

            I can say, though, that the notebox approach is not quite so location-bound as a true workshop. If I have a stack of cards that represent a thread I’ve been working on, I can take those with me in a small box or folder or something (I stuff some inside the cover of my rubber-band-closed notebook and deform the cover). I can also write out a “main note” (the kind that go in the Luhmann-style branching organization box, as opposed to the “notes by book/article” that just get filed alphabetically by author) and leave its address blank until I get back home to my box and figure out where to put it. The risk here, of course, is that you end up with a stack of cards and don’t know where to put them, and then put off installing them into your box, which robs them of much of their utility (I’m very guilty of this one).

            But yes, if you want to be able to look at your other notes, whether to read them, get their address to reference so you can link another note to it, or whatever, yup, you’re SOL if you’re out of the (one) office, unless you want to ruck around with a card catalog on your back (up to a certain size, not impossible, but decidedly… impractical).

            At any rate, mostly not trying to defend analog versus digital in some absolute sense, more just enjoying feeling out the nuances of the different options.

            Cheers,
            Jeff

            P.S. I decided to test my blog’s supposed setting to allow use of markup in comments, so let’s see whether asterisks or italics show up in the display comment.

          • David P.

            I wonder how much simply scanning the cards and having the PDFs on some portable device would alleviate the problem. Obviously, it would be a degraded experience compared to using the analog cards, but you wouldn’t be entirely SOL.

            —David P.

          • Jeff Russell

            David P.,

            Sure, that would work, but you’d have to find a method to scan them and then make the time to do so, which introduces more friction. Of course, the answer I see from folks who do this very seriously is just “work in your office most of the time, especially when referencing or writing.” They save things like reading for when they’re out and about.

            (Of course, if you’re not diligent about carving out office time, this can lead to the problem of having a lot of “unprocessed” book notes that haven’t made it into the wider note-taking system yet. Not that I would know about that from lots of painful experience or anything.)

            Cheers,
            Jeff

  • SLClaire

    Back in the 1960s, when I was in fifth grade, I was taught this method, not by name or as complex as you describe it but quite similar, to write a term paper. We were instructed to create a bib card with the bibliographic info and ID it with a number for each reference we consulted. Then, as we read one of the references on whatever subject we were writing our term paper about, we would write out what we wanted to include from it on a separate card, including the page number, and label the card with the ID number for that reference. If we only included one citation from each reference on a single card, when we finished research we could just line up the cards in the order we would cite them for the term paper, and write the term paper from the cards.

    It worked, but it’s not how I take notes these days. I write them out in longhand in a spiral notebook or a blank book, with the bib info included when I begin reading a reference, and then working my way through one reference at a time. Writing in longhand is definitely different in its mental effects than writing on a computer. I do plenty of the latter for various purposes, but for the field I’m learning right now, I’m writing notes by longhand: the forecasts I’m making in an 8 1/2 by 11 blank book, everything else including analyses of the forecasts in a smaller blank book. I find it easier to learn a field when I makes notes by hand, just as you write here, plus I was given the blank books by a friend who moved and didn’t want to move them, so I feel good about their being used instead of wasted, thus bringing a virtue into the mix.

    • Jeff Russell

      I think you told me about that on one of our calls! For strictly “bibliographic notes” (thoughts on a specific work, citations you’ll want to use), notecards don’t have much benefit over notebooks, other than if you keep the notes on a single card, you can slip in the cover of the book and carry it around with you. Where the organizational flexibility of notecards really shines is when you start using the full Zettelkasten system, where you can rearrange notes based on conceptual relationships and so forth (more on that in tomorrow’s post!). That said, it’s a very work-intensive approach that is overkill for a lot of folks, so definitely not “one-size-fits-all.”

  • Scotty

    I hope that “Zettelkasten” remains the way to describe the system. As Jeff mentioned, English is more than happy to borrow / incorporate words, example tsunami. There is an added benefit that Zettelkasten is more apt to pique interest than if there was an attempt to rename to “note system” or something like that.

    • Jeff Russell

      Yeah, I enjoy it as a name of a specific approach/technique, though in my own thinking, I tend to call it a “slipbox,” but that’s more because of my enjoyment of words of Old English roots for aesthetic reasons.

Leave a Reply to David P. Cancel reply

Your email address will not be published. Required fields are marked *