Digital notes – Page 8 – Learning Aloud

History of notetaking research

Notetaking and highlighting were topics of research interest when I began my academic career. Because these were common activities among college students and students really had no instruction in how these activities could be most productively applied I was attracted by potential benefits of research to determine how best to perform these common behaviors. At that time, K12 students could not mark in their textbooks and while I guess students may have taken some notes they did so largely without guidance.

Questions of how best to apply digital devices has brought some of these same topics back into focus. Are notes best taken in a notebook or on a digital device? What approach to taking notes is most productive? Perhaps I am just one of those old guys characterized as focused on the good old days, but it seems to me that the rich, pragmatic research on notetaking is largely ignored by the new, active crop of researches. Since I have been writing about the potential of digital notetaking recently, I thought a few comments about the research from the ’70s and ‘80s might be helpful.

For a nice review of the notetaking research, I would recommend Kiewra (1985). Kiewra argues that researchers investigated notetaking as a process and a product. As a product, the focus was on the qualities of notes that would best serve a learner in review – typically the preparation for an examination taken weeks or months later. This became known as the external storage function. It would not be possible to listen to presentations again and it would not be practical to reread assigned readings, so what type of notes could be prepared to allow delayed study.

The process function suggested that the activity of taking notes could benefit the learner. The term encoding was typically used to describe the cognitive activity involved. The assumption was that the notes taken would involve some type of processing and this processing was more beneficial than a basic transcription of the input. I have taken to using the term generative as a broad term for the potential benefits of activities applied to information to improve retention or understanding. Perhaps it occurs to you that notetaking for external storage and to encourage deeper cognitive processing may not be the same type of notes. This is part of the challenge.

The research questions of the day were very practical. Was information from a lecture recorded in notes better recalled than ideas not contained in the notes? Was notetaking superior to just listening if retention or understanding was tested immediately (a test of the generative function)? Does the density of critical idea notes to more general notes matter?

Eventually, a secondary level of research began to emerge. Are expert notes better than personal notes? The instructor could distribute notes or have a grad students take notes and allow students to just listen. If the generative function does not work well for all (students less familiar with the content or capable as learners), perhaps having a good set of notes provided by someone else would be better. When should notes first be reviewed and could they be improved if reviewed immediately? Proposals such as Cornell notes followed from this type of question.

Some of my own thinking on the potential of digital notes follow from these questions. For example, I recommend that learners use a digital notetaking tool that records audio at the same time students are taking notes. Such tools link notes to audio with some type of invisible time stamp. When reviewing notes that are puzzling or seem incomplete, the learner can use the connection between a note and the audio to review the original input to improve the notes when a student has more time to think.

I regard the question of generative processing to be unresolved, but of potentially the greatest value. We clearly have many ways to address external storage with the opportunity for instructors to share PowerPoints slides (an external storage function) or the audio recording capabilities I have just described. The real time, generative processing may be impractical for many learners because of working memory issues related to the speed of information input. However, again, immediate review with the aid of stored original content may be a way to address this challenge. Then, learning how to take notes that involve interpretation, summarization, and personalization will be key. When and how do we teach learners to involve themselves in productive generative activities?

Kiewra, K. A. (1985). Investigating notetaking and review: A depth of processing alternative. Educational psychologist, 20(1), 23-32.

Rickards, J. P., & Friedman, F. (1978). The encoding versus the external storage hypothesis in note taking. Contemporary Educational Psychology, 3(2), 136-143.

Annotation examples

I have not written about layering in some time. I encountered something I was unfamiliar with when reading about how to help students to learn to read with technology. The content I was reading was discussing how to help students understand what the annotation of a digital text might look like and suggested that students be shown examples. One source for such examples was the annotated articles from the Washington Post.

I was unfamiliar with this service, but a search revealed information about the explorations they have conducted and are being conducted by the Post. My example (see below) is from a speech by President Obama because more recent examples (e.g., a piece about Fauci) were not available as I have exceeded my free views. If you have a subscription, search “washington post annotated articles” to find other material. If you explore the linked example, click on highlighted material to view associated comments.

The Washington Post annotates with Genius. The idea is to have a commentator familiar with the issues add these annotations.

Writing the public product

This is the final post in the series describing my own writing process. I will admit that putting the ideas you have collected together for a public product can be very time-consuming, but less dependent on tools/services others have not encountered. I write mostly in Google docs. I write most blog posts in WordPress (the same tool that organizes and presents my posts to the public). I have experimented with other writing environments and for those wanting to try something different I will describe my favorite.

Scrivener

Scrivener is a tool for organizing resources and turning these resources into a final product. You can try the tool at no expense, but I did purchase my copy at the educational rate of $40.

I would describe Scrivener as a tool for larger projects that involve the organization of many resources, exploring what your final product might look like, and working on a product that will take some time to complete. I wrote this series of blog posts using Scrivener (the total of all the posts was a major project) and I wrote one edition of our textbook using this tool. Because of its system for storing and organizing resources, Scrivener could be used to explore the Smart Note writing process before fully investing in the multitool process I have described over the past several posts.

The three panel system shown below works this way. The binder (leftmost panel) provides access to content (background, original written products). The content selected appears in the middle panel (this happens to be the previous post in this series). The right-most panel provides access to metadata associated with the content in the middle panel (tags, notes, etc.).

Scrivener has other tools (views) for working with and organizing ideas. The following is the corkboard which allows the identification of ideas that can then be organized and expanded into text.

Scrivener is expandable and has an active community contributing templates for various types of products (blog posts, screenplays, scientific articles, etc.). Templates establish the organizational structure of the Binder. If you want, the content of a Scrivener project can be composed and output in formats for different purposes. For example, you can output the product you are working on in a format appropriate to upload to Kindle (.mobi). This is a very powerful tool I admit I use to introduce some variety into the time I spend writing. I have learned enough about the product that I can use it from time to time and move content back and forth to other tools without a lot of wasted time.

Creating, storing, and using Smart Notes

The impetus for writing this series of posts was a couple of insights I gained from Ahren’s book (How to take smart notes) which I have described in past posts (a link to the Amazon source for this book is included at the end of this post). I have tried to convey several of these insights in this series. Perhaps the most important insight was that writing is a process (not really that new) and what most think of as writing should begin earlier in this process. Smart notes are what we should be writing earlier.

It is not uncommon to engage in the highlighting and annotation processes I described in an earlier post and it is not uncommon to try to use the ideas selected by these processes in later writing. What is missing for most writers is the opportunity to identify, externalize (write), and organize individual ideas as an intermediate step that makes the transition from the input of reading to the output of writing much easier.

Ahren’s uses Luhman’s Zettelkasten to offer a model for a more productive model for shaping the ideas gleaned from original sources into various final products. The difference here is understanding that we often imagine a process in which we work backward from a final product. We start with a goal and then try to either generate from scratch or search within our collection of rather raw inputs for the content to meet this goal. Ahren proposes instead that we see our initial effort as resulting in carefully generated insights/ideas gleaned from the original sources and associated with other insights that can later be examined and played with to generate the outline for final products.

Referencing the Zettelkasten again, Ahrens describes what he means by a smart note. A Zettel, one note stored within a Zettelkasten, should contain one thought expressed in your own words. Zettel is “paper slip” in German. The Zettelkasten was a box within which the slips are kept and organized. A smart note is more an individual idea. Smart notes are linked via what might be described as hypertext in a digital Zettelkasten. The notion that the digital Zettelkasten is a tool to think with requires this combination of thoughts that can be associated with other thoughts in flexible and evolving ways.

As I rethink my “note-taking” over the years, I have decided I typically fail to get beyond highlighting. If I do, I might add a general summary in some type of reference collection system. When I had a goal of producing something specific, it took considerable effort to explore this collection of references and create a collection of ideas I would then shape into an original work. The idea of smart notes is to do the work of personalizing and externalizing individual ideas soon after the initial encounter while reading and exploring how new ideas can be associated with older ideas. Some in offering takes on the Zettelkasten differentiate literature or fleeting notes from permanent notes. Permanent notes are written so that an idea can stand alone. A smart note is linked with other permanent notes in a bi-directional way. Exploring this collection from time to time offers the opportunity to find new connections. Adding new contributions and finding new connections makes the Zettelkasten an external tool to think and learn with.

Digital Smart Note Tools

Zotero

Zotero is a free tool, but provides a limited amount of online storage at the free level (300 MB). For 2 GB, you would pay $20 annually. Zotero allows the storage of a lot of different types of files including pdfs and web snapshots. If you store this type of information, 300MB will not be sufficient. I store all pdfs in other ways so I am waiting to see how fast the free storage capacity goes.

I am using Zotero to store my summary insights and references. I can store links to the other sources such as annotated files stored in Diigo (previous post). The right-hand panel in the image below shows what one of my notes looks like. The key to Zotero use are the additions stored in the area at the bottom (the red box). Here I can add tags and links to related notes in the system. A tag cloud also accumulates and can be seen at the bottom of the left-hand panel. So, this might be considered a version of a Zettelkasten and the idea would be to build this collection and periodically visit to explore ideas and add links among ideas.

Obsidian

Obsidian is another tool recommended as a Zettelkasten. It is a free tool and I can store the files it generates in a way that is local, but is also synched to the cloud (iCloud). This means I have cloud storage and that I can access my resources from other devices that access this same online storage.

The files used in Obsidian are written in markdown text. A system such as this should be familiar to any older tech folks who used tags to add links and text styles in the early days of HTML use or wiki tools. You can see some of these tags if you look closely at the bottom of the top image. The red square surrounds tags that can serve as the target of searches (#tagname) and the green box surrounds an internal link to another note [[file name]]. Other tags provide external links, text style, etc. You can get by just learning three or four tags so adding these additions is not difficult.

While a markup system may seem primitive, the great advantage is that the files that are stored (each entry ends up as a separate file) can be read by pretty much any tool (e.g., word processing program, text editor). The concern is about longevity. Should something happen to Obsidian, the files stored in a safe way (locally and in the cloud) and can always be salvaged.

Obsidian creates backlinks any time two files are linked. It is possible to visually see and explore the system of files that is created (see below) and these visual representations can be refined using a filtering system.

The longevity issue

The idea of a Zettelkasten is intended to create a manageable repository of content that will exist for maybe decades (see the comment about text markup in my description of Obsidian). This may sound grandiose, but for any of us at the tail end of a career that involved information problem solving for several decades the struggle to transition from one system to another is real. I had notes on paper note cards in a box and a file cabinet filled with highlighted copies of journal articles with other articles still in the decades of journals on my office shelves. A collection of pdfs was the next stage. Then various systems such as EndNote for trying to manage the collection of pdfs. Now, I am trying something new. With digital content, I think there are advantages and ways to build on what you have and not start over.

Getting started

It is possible to be attracted to new tools and spend too large a proportion of time learning the tools. I see some role in the latter stages of my own career to be exploring tools so that others do not have to do this on their own. So, how would I get started? I think I would start with a pdf tool and a tool for organizing and saving ideas/insights. You could use Mendeley Desktop (pdfs) and either of the tools I have described here at no cost.

Ahren’s book

Zettelkasten for beginners – (See section Zettelkasten for beginners)

Zettelkasten Introduction

Step 1: Identify ideas within original content sources

Little that I write comes originally from my own thoughts. Ideas mostly start with things I have read and occasionally heard. Giving credit when possible is a value I learned early.

My comments in this series are based on an analysis of my own writing process with an eye toward improvements I might make. This is not a new goal as I have experimented with aspects of this process and how I might support it with technology for years. I have explained the more immediate impetus in a previous post.

This post concerns the various tools I use to collect and process ideas from various inputs. The goal of what I am working on in my most recent process upgrade is to try to move aspects of writing earlier in this process. My intention is to use the note-taking capabilities of many of the tools that follow more aggressively and to feed these notes forward to the newest stage I will explain in the post that follows. The following material is organized by input source. You may have more of an interest in some of these inputs than others depending on how you contact information in your life,

Listening

I have included listening more based on past experiences than on present practices. I used to take notes during presentations I would attend. Often these presentations would occur at conferences I attended. If you are younger, you may be attending classes and taking notes as part of that type of formal learning environment.

The two tools I list here have an interesting capability I think most could benefit from applying. The tools record audio and link locations in the timeline of this audio to any notes that are taken. The benefit here is that should the notes be vague at later consideration, the original audio can easily be reviewed for clarification. I also suggest that when the note taker realizes that something is slipping past them they simply enter some marker in their notes – “I am confused here”.

Pear Note – http://www.usefulfruit.com/pearnote/

SoundNote – https://soundnote.com/

Journal Articles as PDFs

I am a retired academic so much of what I read and still write about is originally encountered in journal articles. For years now, university libraries offer online access to these journals allowing the download of the pdfs of articles. I used to joke that I would use my computer to download what I wanted to read before I would walk across my office to find the same article in a journal I had on my shelves. I used to use EndNote to read and highlight articles. I had issues synching the annotated content between my textbook computer which is the machine I prefer for writing and my iPad which is the machine I prefer for reading. After some experimentation, I settled on BookEnds and Highlights for these purposes. I use them together as each has advantages. The unique value of Highlights is that highlights and notes are easy to export as a separate document should you want to use this content separate from the original pdf (the image below is from Highlights). I believe these are primarily Apple tools and both require a subscription fee.

BookEnds – https://www.sonnysoftware.com/

Highlights – https://highlightsapp.net/features/

EndNote – https://endnote.com/

The following is the display when highlighting and annotating in Highlights. The highlighted content and notes generated appear in a separate panel on the right and can be exported.

Other pdfs

I do read other content as pdfs. My tool for this is Mendeley based in a more organized setting called the Mendeley Desktop. If you are trying to avoid paying for a service that both organizes and allows the annotation of pdfs, this would be my recommendation.

Mendeley Desktop – https://www.mendeley.com/download-reference-manager/macOS

Web Content

Diigo is considered a social bookmarking tool. It is social because stored bookmarks (and contents) can be made available to others. A user can set the default to private and then uncheck a box that would add the annotations/highlights for a given site to make the content public. The bookmark itself stores the web address of the original content, Highlights and annotations are stored as part of the bookmark. Bookmarks can be tagged (see terms within the red box) and these tags can be used to search for other bookmarks within the collection. This is a powerful tool I have used for years mostly when was focused on sharing resources with others. Lately, I have become more serious about the other opportunities (e.g., an outline tool that allows the organization of content from multiple bookmark content as an intermediary stage before writing). I offer access to my public notes in one of the links I provide here. I pay an annual fee for the Pro version of this tool. I could get by with the free version (e.g., I could delete each outline I construct to stay within the number of outlines allowed at the free level), but I am pushing myself to use more of the capabilities of this service.

Diigo – https://www.diigo.com/

My public bookmarks – https://www.diigo.com/profile/markgrabe

Books (digital only)

I don’t think I have purchased more than one or two physical books in the past decade and in most cases, this is because I happened to be attending a book signing. I average purchasing about a book and a half a month in digital form. I use Amazon exclusively and while I understand other similar services are available I stick to one environment as a matter of convenience.

The Kindle (on one of several devices I use) allows highlighting and note-taking. What some may not realize is that Amazon stores all of your highlights and notes online and there are several ways to access this content.

Amazon Kindle – https://www.amazon.com/b?node=16571048011

Highlights and notes generated while reading a Kindle book can be exported. This content can be found online – https://read.amazon.com/ – and can be edited further (add a note, delete the highlight) online. Kindle and Diigo have a unique relationship in that those who pay for the Diigo service can send their highlights and notes from Kindle to Diigo with the click of a button (see the blue button – Import to Diigo) in the image that appears below.

One final comment – I think it is important to give some thought to sustainability. Services come and go and the process I am attending to describe in total assumes that value comes over an extended period of time. Some issues to consider. First, are resources stored in a format that is independent of the service using the resources. Pdfs seem to meet this goal. Another format, I will discuss in the next issue is markdown text. This is essentially a text file containing common symbols to trigger things like links and tags (e.g., [[]] and #). If the worst happens and a service goes away, pdfs and markdown files can be opened using several other tools. Second, store in multiple places and backup. I try to use services that generate content I can find on a local machine and also exists with reputable services “in the cloud”. I use DropBox and iCloud for online storage. I trust these services and at worst assume I would have some warning if I would have to find a different online storage service.

When less is more and when it isn’t

I am interested in the process of writing. Originally, I was interested in my own writing and how I might write more productively and efficiently. Gradually., I became interested in student writing. My first interest was in what I would describe as writing to learn and this focus came about because I was convinced what was called Web 2.0 (I called it the participatory web) provided a practical way for individuals to express themselves for an actual audience. In doing so, it made sense that the process of visible expression required deeper thought and a better understanding of what you wanted to share. An interest in the role of technology in learning to write and in collaborative writing followed. I hope this makes sense. There are multiple components here and I am trying to outline how these components are interconnected and came to be as much for myself as for anyone who reads this description.

As I have spent time learning about writing and how the process might be conceptualized and developed, my way of thinking about what writing involves has expanded. This expansion has been useful because it allowed me to include a long-time interest in student and personal note-taking in how I came to think about writing. Recently, I have been reading a book entitled “How to take smart notes”. The full title which is much longer explains that the book is really about writing as a broad process that begins in reading/listening, moves to note-taking, and then explains how learning and creativity are involved in the progression to generating a text for others. I have found that the full model offered me a lot to consider and to write about. Eventually, some of the writing will likely appear on this site. For now, just accept my recommendation for this book.

Anyway, the topic of note-taking plays a crucial role in this book and especially a type of note-taking that I would describe as an investment in the future of personal understanding and knowledge building. By investment, I mean that the process described involves the immediate accumulation of interesting ideas and important concepts in what the text describes as a slip box. This was a descriptive term used by the originator of the process outlined in the book to describe a physical box in which short, but well-written statements were saved. These “notes” were then linked to other notes in the box through a notation system. Eventually, an author could use these linked statements to create an informative document. Of course, many of us can immediately imagine how to use technology to apply this system and this is part of the message of the book’s author, but there are some basic ideas that are of greater general value. For example, the “slips” amount to more than the highlights or edge of page annotations created while reading, but rather well-formed and personalized statements created from primary sources. Such brief summarizations or insights are closer to a core product of writing than a physical copy of a snippet of the original.

One of the comments from the book and a great example of the cognitive behavior that is at the core of why the writing process is productive was provided in a “side observation” offered by the author. This observation was that while the author kept offering suggestions for how technology might be a great way to implement the ideas from the original “slip box” process, the author suggested that the process of writing notes by hand might be more beneficial than the digital equivalent. I have been having a kind of “meta” experience as I write about my reading and relating of this idea. The author is writing about how to find productive associations among ideas and I see such an association in what I already knew about the logic of taking notes on paper (I have taken notes by hand in a decade) and why I still advocate for digital processing of the entire process of idea storage to final written products.

The author cites a study (Mueller & Oppenheimer, 2014) in support of his position. I have read this study and have existing notes on the pdf of the article I store in my collection. There were three studies in this article comparing performance (comprehension and application) following exposure to an audio lecture and note-taking. All three studies involved one group that took notes by hand and another that took notes on a computer. There are other multiple studies on this issue and because I have a bias toward the value of technology I look for several things in the methodology of studies arguing for the benefit of taking notes by hand. Is the performance test immediate or delayed? If the test is delayed, are learners allowed to review their notes before taking the exam. In comparison to just listening or reading, note-taking offers two potential benefits – external storage and a task that may involve more productive processing of the input. Taking notes on a computer typically results in more content being recorded as most of us can take notes faster on a computer than by hand. If I am reviewing my class notes weeks later, I want a more detailed account. Mueller and Oppenheimer found greater detail in keyboard note-taking, but in their third study with a delayed exam found a benefit for taking notes by hand. They argue that when faced with the reality that you cannot possibly keep up, handwriting requires you to summarize and record key ideas producing the best long-term value. This ends up being the argument used in advocating handwritten notes for the slip box. Summary and key idea notes are what is valuable in writing. It is kind of a less is more argument.

I am still not a believer although I buy the notion that at some point you need to process the original input for personal meaning. The proposal that an approach that is slower (handwriting) and as a consequence encourages deeper processing (also slower) seems to argue for some approach that is must address these two limitations. Both slow and slower strain the limits of working memory. The issue with deeper processing is when this more productive processing should happen – during the presentation (as saved to summary notes) or when studying more complete notes. Here is my criticism of the Mueller study in making the suggestion for practice that appears to be made and is picked up by Ahren’s book. . Allowing a few minutes to review notes before taking an exam is not my idea of studying for an exam. Certainly, if this is all of the time allowed good summaries would be most helpful. However, if I had a day or so and at least the night before to study a large body of lecture notes I would prefer access to notes that are more complete. When doing this, I would prefer more complete notes I could think about (process for meaning and application).

I think there are tools appropriate to the task of taking digital notes and providing a better delayed experience. The two recommendations that follow record the audio of a presentation (this is the input Mueller uses) and allows for the taking of notes. The apps link the notes to locations in the audio. If on reexamining the notes to see if they make sense (hopefully initially close in time to when the notes are taken) something does not make sense. Small portions of the audio can be replayed for additional processing.

Pearnote

Soundnote

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

Mueller, P. A., & Oppenheimer, D. M. (2014). The pen is mightier than the keyboard: Advantages of longhand over laptop note taking. Psychological science, 25(6), 1159-1168.

SoundNote – take notes for review

This is one of the most practical digital recommendations I have for upper-division students or those of us who take notes from presentations. SoundNote simultaneously records audio content and allows the user to generate notes (with simple images). The advantage of this simultaneous recording of the sound and the notes is the later opportunity to use the sound when the notes taken prove inadequate. What do you as a student do when the notes you took no longer made sense? Click on the note that makes no sense and listen to the associated audio again.

This is my answer to those who want to argue that taking notes longhand is superior to using a laptop/tablet.