Digital notes – Page 7 – Learning Aloud

Information worker skill development

Sometimes I can’t tell if a trend in an area I follow is emerging or a small shift in my interests reveals a new area that has long existed but now has entered my awareness. Such is the case with digital note-taking. There is some overlap with the note-taking of students, but my focus here is on note-taking for purposes other than getting through the next test. What is different about these activities is the focus on a longer term process that may feed into something other than exam performance. Such long-term goals may involve the easy rediscovery of specifics that were available at an earlier point in time and may now be a challenge to locate and perhaps the integration of such archived insights into a combination to be expressed as a written product or the solution to some information-based problem. Unlike or perhaps more accurately building on the benefits of hand-written notes, there are digital advantages that aid rediscovery (e.g. tags, searching).

As an information worker, I have had a natural tendency to explore systems and tools purported to make the processing of information easier or more productive. As digital tools became available I have taken the time to explore. There is a risk in this tendency. You can spend so much time exploring new tools and translating artifacts created with an older system to a new system you risk using time that could have been used to get work done. It is kind of a “grass is greener” problem. I legitimate my time investment as partly a function of my professional interest in learning tools. I have come to personal decision about such activity. I have decided it is important to differentiate the capabilities of a tool and the activities that these capabilities enable (or not). When you study the work flows those who develop such tools imagine, you can identify a tactic you had not considered that could potentially be implemented with a tool you already use. If you get focused the combination of tool and tactic, you limit the flexibility that might be available.

If you are interested in this topic, you can explore by searching “note-taking” within the Apple or Google stores. Or, just try a general search for something like “best note-taking tools”.

Here is one final observation. Note-taking and note collection have become a personal productivity theme and productivity experts have recognized the opportunity. I have no idea if this is an example of following the money or promoting the details of a unique insight that most do not recognize. I will give two examples. The first is Sonke Ahrens promotion of digital applications of the Zettelkasten. My recent posts have offered several comments on both the process Ahrens promotes and the tools that might be applied. Ahrens work and the benefits he has received as a consequence come from his writing and insights rather than the promoting of any specific tools which he describes. My second example is the Forte Lab’s (Tiago Forte) promotion of the “Second Brain”. Forte offers seminars/courses (very expensive and beyond the budget of most academics) and a book (not released yet). The concept of a second brain taps into some of the ideas as the Zettlekasten and the core ideas can be implemented with multiple apps.

To this point, my personal insight has resulted in a change in my own behavior derived from investigating these ideas and tools. This insight can be described as write earlier in my information processing work flow. This idea comes from Ahrens (Smart Notes) and I would translate the tactic as take notes that capture an idea in enough detail (context) that the note still offers useful information when reviewed after a significant delay. Increase the rediscovery of these notes with tags and links to notes offering related concepts/ideas.

I think it time to move on focusing so much of my time on this topic. Unlike the research that informs learner classroom note-taking, there does not seem to be a research literature to consider when it comes to personal productivity. It is worth an investment of attention for anyone reading and applying (writing), but once basic issues have been understood exploring logical application to personal tasks is where effort should be focused.

Linking notes to recorded audio

One advantage I see in using a technology device instead of a paper notebook is the opportunity comes from added capabilities of technology. When it comes to taking notes, I would propose that the simultaneous recording of audio linked to personal notes is a great advantage over taking notes on paper. The addition of the linked audio allows the note taker to revisit the audio in a precise way when notes are confusing or incomplete. A more complete and personalized representation of key information can then be generated after the presentation.

There are several different applications for doing this. The demonstration that follows makes use of Notability on a tablet.

External tasks to influence internal tasks

My way of exploring what I know of cognitive psychology to the selection of effective learning tasks is captured in the phrase – external tasks to influence internal tasks. Learners must accomplish learners themselves, but educators can provide experiences to learn from (exposure to information) and propose activities that potentially influence how learners process these experiences. The word potential is important here because the educator is assuming that the learner will apply the external task in a way that engages important cognitive tasks and the external task does not complete more effective cognitive activity learners might have applied on their own (i.e. busy work). When applied to a group which is most commonly how assignments are made, these caveats are probably both violated for certain individual students.

This analysis may sound obvious but as is usually the case the devil is in the details. There must be some understanding of what cognitive behaviors produce learning and which of these cognitive behaviors might be engaged by the assignment of an external task. Both requirements have been addressed by great numbers of research studies.

Many cognitive psychologists use the phrase generative learning to refer to the approach I have described in my own way. To move this presentation toward application it would be useful to read a 2016 paper by Fiorella and Mayer. These authors identify general categories of activities that have shown to have effective generative capabilities. The paper references multiple studies that evaluate examples of the application of each type of task.

This specific article identified eight learning strategies that promote generative learning and provides a review of research relevant to each strategy.

Summarizing
Mapping
Drawing
Imagining
Self-Testing
Self-Explaining
Teaching
Enacting

As a way of simplifying what these generative tasks ask of learners consider the following two ways of simplifying what the tasks require.

The first four strategies (summarizing, mapping, drawing, and imagining) involve changing the input into a different form of representation.

The final four strategies (self-testing, self-explaining, teaching, and answering practice questions) require additional elaboration.

Just example of how this type of consolidation of research might be applied consider how the list might be applied to note-taking another of the topics I have been addressing lately. The Cornell note template is popular with educators. The template asks that learners use two items from this list in the full application of the Cornell method. The template includes an area for summarization and encourages the use of the column that normally appears to the left of the area for taking notes for questions.

Fiorella, L., & Mayer, R. E. (2016). Eight ways to promote generative learning. Educational Psychology Review, 28(4), 717-741.

Reality of Learning Tactics

Folks like me and many I follow get all excited about the latest learning tactics and the research that investigates if and why the tactics work. Every once in a while I think back to some observations I made while lecturing to large groups of undergraduates who took Introductory and Educational Psychology.

After an introduction to the Cornell Note-Taking system, I asked if anyone recognized what I was describing from middle-school or high school. Typically, a third-or so of the students would raise their hands. I then would ask how many were using the Cornell system to take notes on my presentation. In doing this for many years, I think I may have found one or two students who were using the system. For the occasional ed psych prof who reads my posts, give these questions a try and see what you discover.

I often ask about this experience in my grad courses seeking an explanation. Nothing much ever emerges from this request, but I would often observe that more research should be focused on the barriers to the adoption of proven study tactics. The Cornell system is simple enough. It can’t be exposure since the Cornell system is introduced in K12 and college study skill programs. Maybe the younger students were required to show that they were using the system.

The one exception I can think of to my observation regarding college student application of study tactics is the use of flash cards. At least some students in fields that require the memory for lots of specifics (I tend to think of PT and OT students) I noticed breaking out their decks of cards while waiting for my classes to begin. So there is this interesting exception to investigate. Why flash cards and note Cornell notes?

Specialized note taking

I think of specialized note-taking tactics as approaches that go beyond the learner-controlled recording of text and maybe some basic sketches. These approaches involve some attempt to scaffold what I would describe as elaboration. I like to describe elaboration as a type of personalization that goes beyond recording information in a verbatim way involving summarization and/or the addition of examples or cross-references to other existing knowledge. A challenge here is the possible, working memory overload required to personalize the information input, and whether the circumstances of the presentation and capabilities of the individual learner allow the capacity for elaboration. The application of note taking while reading and listening to a presentation can be quite different because of differences in the opportunity to control the rate of input.

Popular examples of specialized tactics proposed for the K12 environment include Cornell notes, sketchnoting, and concept mapping. All involve either an extension or a rerepresentation of ideas from the content to be mastered. I will admit a bias in not being a strong advocate of any of these tactics with perhaps the most enthusiasm for the Cornell system. My reaction is mostly based on the increased demands on working memory these systems impose and whether the product generated in the case of sketch notes and concept maps is more useful longterm as a summarization.

For those wanting to investigate sketchnoting and the Cornell system here are some resources.

Sketchnoting video, Kathy Schrock’s sketch noting guide, and an engineering setting argued to benefit from educators at Iowa State (see references below).

Cornell Notes

I use Evernote as an information archive. Evernote offers different templates and one is for Cornell Notes. The template offers a way to explain what I mean by a scaffold for personalization.

I have come to see note-taking as best understood as a three stage process (see references that follow). From this template, you can see how the middle stage – the after class or revision stage – would be applied. After taking notes and after class, you can generate a summary (bottom box) and generate questions (above the middle box). Developing a summary (something like Ahern’s Smart Notes) could involve elaboration. The questions could improve the effectiveness of review (study).

One final observation – I find it strange that there are so many carefully controlled research studies comparing taking notes by hand versus by a digital device and so few directly comparing these specialized note taking systems and traditional note taking.

References:

Chen, P. H. (2021). In-class and after-class lecture note-taking strategies. Active Learning in Higher Education, 22(3), 245-260.

Luo, L., Kiewra, K. A., & Samuelson, L. (2016). Revising lecture notes: how revision, pauses, and partners affect note taking and achievement. Instructional Science, 44(1), 45-67.

V. Paepcke-Hjeltness, M. Mina and A. Cyamani, “Sketchnoting: A new approach to developing visual communication ability, improving critical thinking and creative confidence for engineering and design students,” 2017 IEEE Frontiers in Education Conference (FIE), 2017, pp. 1-5, doi: 10.1109/FIE.2017.8190659.

The people who make up your external brain

Back to a time when our expectations of social media were more optimistic. This interview Howard Rheingold conducts with Andy Clark claims the internet does not have to make us stupid. This discussion focuses on what habits make the difference. The notion that unproductive uses of online services are a habit rather than say a change in brain structure or an unchangeable requirement of a medium suggests the potential for learning or scaffolding.

I have come to this perspective after considering what some see as a problem with keyboard notetaking. The capacity to enter text faster via a keyboard in comparison to what most do with a pen would somehow seem to be an opportunity and not a liability. Why would this opportunity have to be utilized to enter verbatim rather than elaborated notes? It would seem an approach closer to transcription when notetaking with a keyboarding is a choice we make.

Moving On

I have decided that it is time to diversify my posts as many who read what I write here may not be that interested in notes and notetaking. My personal interest will require that I post on this topic from time to time. I will leave this topic for the time being with a recommendation.

A history prof from Bemidji State (my area of the woods) has an interest in this same topic and has hosted a book study group that meets regularly. The group is presently considering Ahrens’ book Smart Notes. The group has great discussions I cannot participate in because of the time difference (I am wintering in Kauai), but the content is available on YouTube.