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.

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Social annotation with Hypothes.is

Hypothes.is was the first online service I explored when learning about what I came to describe as a “layering” technology. The descriptive term, layering, I decided to apply was based on the fact that the original content (a web page in the case of Hypothes.is) was not modified when a layering service was used to review and extend that content. However, the composite as experienced by the student is a combination of the content created by the author and the additions contributed by others (e.g., students, teacher). My interest in the benefits of generating and continuing to use these contextualized contributions. By contextualized, I mean that the original and added content is related in space unlike say notes taken in a notebook while viewing the same web content. 

Educators and researchers interested in the application of Hypothes.is offer various suggestions for those considering use of the service. Some of these efforts have resulted in a series of videos. The one I am focused on here considers social annotation. Most of us have long annotated as a personal study tool. We highlight and if we read digital content such as ebooks from Amazon we annotate as part of studying or preparing to use notes for writing. In contrast, social annotation involves sharing annotations with other students and possibly with a teacher. The author of the video talks about “making thinking visible” which I like. More traditionally, I would describe the likely benefits of social annotation as generative processing. 

The layering options in Hypothes.is include highlighting and note-taking. In a social situation, these additions can be used in many different ways. An educator can highlight for emphasis, add comments to extend the information provided by the original author, and ask questions. Students can answer such questions, ask questions of peers or the teacher, and make personal observations. The annotated material can make thinking visible as a source of modeling or as a type of “show your work” others can use to evaluate your understanding.

Look for these ideas and suggestions for application in this video.

Here is a video I created some time ago to describe the basics of using hypothes.is.

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On the way to Mendeley?

I obviously pick post titles based on what pops into my head.

This post likely has a limited audience. However, for those of us who do a certain kind of work, there is a constant quest to find a more efficient approach and I thought my experiences may be of interest to this limited audience.

Some of the work I do, researching and writing, depends to some extent on my ability to build on the work of others. The quality of my writing cannot be based solely on my own experiences. Writing textbooks requires that I do a good job of covering a lot of ground and to do this well it is important that I review and integrate what topic-specific experts can offer. Sometimes I do not think this is understood. The preparation time can  far greater than the writing time. Research requires a similar approach. The method used builds on or is designed to evaluate a method used by others.

Over the years, I have attacked this problem in different ways. Often, the approach was based on the technology available at the time. When I started, it was a combination of highlighting paper copies of journal articles and creating note cards. I would organize note cards by topics and when it was time to write, I would identify useful resources using these cards and then review the related original resource to get the specifics. At some point, the notecards were transitioned to some digital equivalent. Digital offers several advantages – there is no need to place one physical card in one location under one heading and digital content can be moved from program to another with less work when an upgrade was necessary. When you do this for 30 or so years you begin to understand that you must move on to newer systems even when the transitions take time to implement.

The most recent development has really been on the content delivery side. I still get a few journals, but as I sometimes explain to those who visit my office, the journals are just a decoration. I don’t get up from my desk to go search my shelves. I download pdfs of journal articles from the library. The library has far more diverse holdings (at least for journals) and the pdfs are digital. I also must admit I do not visit the library – they cannot purchase the books I need and the pdfs I can get online. The library to me is mostly the university commitment to purchase access to digital versions of the journals. I use tools to annotate and highlight the pdfs – my present tool of choice is Skim. The unique feature of Skim I like is the opportunity to export the notes I insert and the text I highlight (when the pdf is not locked). My process might be described as a multi-stage effort to boil down and integrate ideas. The thing about Skim I do not like is that the highlighting and annotating disappear if I should up the saved document in a different pdf reader. Evidently, there is no standard way to add personal information (highlighting and notes). This limitation exists even if I open the same pdf on a different computer using the same program (unless the pdf and highlights are saved as a pdf bundle). I am not certain how the personal information I add is stored when I do not create a pdf bundle.

I have been saving and tagging hundreds of pdfs on my office desktop machine using a program called Yep. I must admit I prefer older versions of Yep. The files in the older version of Yep were moved to a location I could identify. As I understand the new version, it finds pdfs where ever they happen to be. I suppose this is somehow more useful, but I get stuck in one way of doing things and resist change when what I do makes sense to me. Combining journal articles I am saving as pdfs with all pdfs on my computer creates a mess that I must then create a tag system to address (unless I read the manual and learn the other options available).

The problem with Yep is that I work from at least 4 differences devices – my office and home desktops, a laptop and a iPad. What I really want is a way to keep content in the cloud in a way that offers more than the accumulation of hundreds of files in a giant folder. I am presently exploring a service called Mendeley. Mendeley is primarily a social way to store citations and notes, but it also provides a way to store and access the pdfs associated with the citations across devices.

Screen capture of Mendeley markup window

Here is how I think about the disadvantages of Mendeley. The free version of Mendeley provides 1 gig of storage (500 mb of personal space). You should not be allowed to complain about the benefits of free. What I do not like is the cost for the lowest cost paid version. The first paid level offers 3.5 GB of personal space for $60 a year. A total commitment to this program on my part may require even more space. In defense of Mendeley, the various price points offer features beyond storage space. The citation lookup feature is nice when it works. However, if I am reading the article, the citation information is typically listed on the first page of the article and not a terrible problem to enter in the system. The system is designed for groups of users and some of these features would be of great benefit to research teams. Large graduate programs with many graduate students would be well served by such features. The free version of the program allows some sharing and this level if sufficient for my needs. When Box.net offers 50 gigs of storage at no cost (at least when I opened my account), $60 a year for 3.5 GB seems a lot. I also prefer Skim to the note taking and highlighting tools built in to Mendeley. I kind of have the same reaction to a paid account in DropBox. Here the first paid version is $100 a year. A combination of Skim and DropBox would be a great solution at $30-40.

I would like to think I am not cheap. I invest several hundred dollars each year in online services, but I still tend to think of these services as a luxury rather than a necessity. For me, it is really a matter of price point in relationship to how I see myself using the service. More features, mean higher price even if only a few of the features interest me. This is why I keep looking around and probably why companies offer different options of what seem similar services.

For a second opinion, here is a review from the Chronicle of Higher Education.

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