Digital notes – Page 8 – Learning Aloud

Taking Notes to Learn

I have read the following books which all focus on the processes of using notes to collect, organize, and apply information. From this collection, I would recommend Cohn for educators and Ahrens for the tech aware wanting to use technology to improve their learning and reading to application.

Cohn, J. (2021). Skim, dive, surface: Teaching digital reading. West Virginia University Press.

Forte, T. (2022). Building a second brain: A proven method to organize your digital life and unlock your creative potential. Atria Books.

Kadavy, D. ( 2020). Digital zettelkasten: Principles, methods, and examples. Amazon ebook.

Ahrens, S. (2017). How to take smart notes: one simple technique to boost writing, learning and thinking-for students, academics and nonfiction book writers. Amazon books.

Over maybe 35 years, I have used technology and whatever digital tools were available at the time to keep track of the content I was exposed to and thought I might find valuable at some future time. So, I have tried many different times tools and tactics. This more recent set of resources has identified two new tactics I thought were helpful. I described multiple tools in a series of posts I did a few months ago. In the left column of this blog, you should see a drop down menu identified as Categories. One of these categories is labeled Digital Notes and this link will identify the past posts.

New to me strategies:

Write earlier (Ahrens) – rather than read and highlight journal articles and books and then searching these same sources at a point in time that could be ten years later, I discovered the value of taking stand alone notes shortly after or while reading. The idea is to generate a note that can stand alone to explain something to me or others. Saving and linking these notes to the original source and to other notes allows a much more efficient approach for using the residue of previous reading at a later point in time.

Progressive summarization (Forte) – Forte describes a process by which the highlights and annotations created in an initial reading are digitally exported. This collection is reread and important ideas are initially bolded to identify and differentiate them. This bolded content is then reviewed and the most essential ideas are highlighted. Finally, a summary is generated from these highlights for this document. He proposes a summary consisting of bullet points. My preference would be for the smart note format I have attributed to Ahrens.

The advantage of this system is that context is maintained. If certain types of technology tools are used, you can trace a summary note back to the highlighted material, the bolded material, and then the content from the original source. Keeping these transitions connected seems a good idea.

I have not found a collection of tools that allow me to do this for the different original formats I explore (digital books, PDFs, web pages, videos), but I have patched together some combination of tools that work. I admit that I have not explored some tools that involve a subscription fee and might reduce the number of steps I presently employ. I will follow this post with at least one related post taking you through my processes.

One more thing. Notes for long term personal learning and notes for academic learning are likely different. The same digital tools apply, but there is a significant difference understanding your are taking notes in preparation for an exam and recognizing what you and your professor thinks are important may be different and notes you take to support your own self-directed learning. Yes, I understand that what I may find valuable a year from now is not necessarily what interests me today. We have all had that experience of knowing you have read something relevant to a present need and not being able to recall the details or the source. Notes, highlights, and another components that can be added to digital content by educators and learners have long been an interest of mine and I would direct you to a Kindle book I have written on the topic for greater detail.

First and second brain interaction

Perhaps you are familiar with the new jargon describing Personal Knowledge Management (PKM) and second brain. These ideas may have not filtered down to educators yet, but the practices that are related to these terms certainly would apply to educators as knowledge workers. I have followed and explored these ideas as they relate to my long-term interest in developing and applying effective annotation practices (e.g.,note-taking). I will likely eventually write more about the tools and tactics of PKM as they might apply to secondary and students. For now, I want to offer a related proposal.

The core idea of a second brain is that learners can create and cultivate an external record of what they have learned to augment what they retain internally at some later point in time. These tactics can be implemented on paper, but for me make more sense when applied with technology.

As I have several books on the concepts and explored and used several different tech tools for applying proposed approaches, I have what I think is a useful insight. The guiding principles of an effective second brain seem remarkably similar to core ideas from cognitive psychology about what learning is and how a learner can improve the effectiveness of the time devoted to learning.

Here are what I consider overlapping themes. Both an effective second brain and effective learning encourage:

The storage of big ideas / core concepts / personal concepts
The linkage of personal concepts with other personal concepts and with stored examples
The reexamination of stored concepts to activate these ideas and maybe connect them with newly stored information.

The proposal of the components and tactics of a second brain require that these themes be concrete and actionable. Having something to look at and explore can be useful in understanding similar ideas that are more abstract or even invisible.

A personal concept (my term) might be described as a personal summary of an important concept or an idea that can stand alone so that it can be understood in the future without additional context and could be understood by another individual with a good background.

In a digital second brain, linkages can be links among concepts or to examples, citations for context or support, or questions yet to be answered. Links are links that might be the familiar connections among web pages or tags that can be added to indicate a commonality with different elements of information.

The physical store of linked content is intended to be reexamined regularly. This process has some of the same goals as what cognitive psychologists call the testing effect (retrieval practice). Attempts to recall what has been learned strengthen future retrievability and the effort involved can identify new linkages as a by-product of the search for the desired information.

Exploring the techniques and components of an effective second brain makes concrete some of the same mechanisms important in learning and applying these techniques externally may provide practice for the related cognitive skills that are difficult to explain and develop.

Just a couple of examples that may help with the idea of a second brain. After exploring several options, I have settled on the use of a tool called Obsidian. The following images show a couple of features of this tool that illustrate the ideas mentioned here.

This image shows what is called a graph view. The image shows the linkages I have created among individual notes (personal concepts). Individual notes can be accessed by clicking on a node within the graph.

This is an example of an individual note. I have selected an example that shows a personal summary of key ideas, links, and tags.

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.