Oh, You Think You Use a Notebook?

“This year (2022) is going to see my journal/log’s 10th anniversary and 100th notebook. After many attempts to write this up, I’m just going to disgorge it all. This article is long and rambling and I make no apology for it. Feel free to skip around to any part of it which you find interesting.”

-Dave Gauer, “My Notebook System.” ratfactor.com. February 27, 2022.

I’ve been trying to work on a balance between digital capture – which I use for Zuihitsu, Words & Phrases, GoodReads for Books, Letterboxd for movies, and so forth – and an analog bullet list to be organized with my calendar, things to get done, etc. I’m not really where I want to be on all of it. I thought this post had some interesting ideas and wanted to bookmark it..

Robustness of the Underlying Technology

I was reading The Browser, which made this recommendation:

Folders Versus Tags by Eleanor Konik | 24th September 2021

Personal knowledge management enthusiast’s magnum opus on the fraught subject of hierarchical organisation. The overwhelming trend in digital products, from Gmail down to the most niche notetaking app, is to apply tag to files rather than sort them away into folders. But, as is argued here, keeping all of your information in one bucket with no compartments has its downsides (4,238 words)

Upon clicking the above link, it returned the following:

The thing people tend to forget, when they talk about the comparative advantages and disadvantages of different ways of organizing information, is the underlying technology and how likely it is to fail. Using tags instead of a hierarchical file structure requires using a database, and everyone of us has had instances where a database fails, right when we need it. That’s fine, for a time, for a personal website. But, it’s not a good idea if were are doing something mission critical for our organization or perhaps even as a storage medium for your life work.

When considering the relative advantages and disadvantages, let’s also consider how likely the technology is to fail. Text files in a hierarchical file structure have disadvantages, but some of them have solutions, such as symbolic links that point to the same file in multiple locations. But, it’s a robust system and less likely to fail over time than new systems like Roam.

File Hierarchies: Images & Email

Every now and again, I come across something that makes me realize there is something about me that is different than most people. It happened this week while reading A World Ordered Only By Search by L.M. Sacasas, which is, in part, a commentary on an article Monica Chin’s File Not Found in The Verge. Here’s the relevant bit:

There comes a point when our capacity to store information outpaces our ability to actively organize it, no matter how prodigious our effort to do so. Consider our collections of digital images. No one pretends to order their collections. I’m not sure what the number might be, maybe 10,000, at which our efforts to organize images falters. Of course, our apps do this for us. They can self-sort by a number of parameters: date, file size, faces, etc. And Apple or Google Photos offer a host of other algorithmically curated collections to make our image databases meaningful. We outsource not only remembering but also the ordering function.

I order my images. I find it is pretty easy actually. There’s the main principle, which is by year. Then, you group them into relevant categories. Smugmug essentially uses symbolic links to files that allows for easy hierarchical ordering. So, I can keep files in a specific year. Then, another folder that points to a sequence within that year that corresponds to a vacation or event. You can also create folders for particular people, such as scans of older photos of relatives.

This is really only a problem if you only have one method, such as year, as an organizing principle, which forces you into a search paradigm. You need to be able to organize in multiple places within a hierarchy, and you need to choose software that enables you to do that. However, if you think in terms of search, then you are less likely to think in terms of symbolic links that allow for multiple points of categorization and points of entry to the same file or set of files.

It may be more “natural” to me for a number of reasons. One, *nix systems incorporate symbolic links into their file structure exactly for this reason. So, anyone that primarily uses a *nix system is going to think of hierarchies and using symbolic links to create different points of access to the same files. Two, I used to be a librarian. So, I might claim that I have a greater familiarity with classification systems, indexing, and other ways of organizing information than most people. This blog is probably a good illustration of this point. Another is email. I use a fairly simple structure in email that looks like this:

  • Archives
    • Blog
    • Correspondence
    • Goods
    • Information
    • Jobs
    • Statements
    • Subscriptions
    • Travel
  • Family
    • Name 1
    • Name 2
  • Friends
    • Name 1
    • Name 2

Blog is anything related to this blog. Correspondence is something official, like a politician. Subscriptions tend to be when I sign up for something online. If it is a friend or family member that doesn’t have their own folder, they get dropped into the main folder. If there’s enough email exchanged, then I create a new folder and add all their emails to it later. The rest is self-explanatory.

It’s easy to keep this file system in your head and to quickly categorize a piece of email. The aesthetic for edge cases is to try to use an existing category to cover it, if it is unclear. Information and Goods covers a lot of territory.

Of course, some people may have large families with different branches or different friend groups. It is easy enough to categorize these under sub-headings. But, I think trying to over-categorize is probably why a lot of people end up giving up on file hierarchies. They are trying to impose too much order on a system that should be fuzzy, allowing for rough categorization without too much detail.

The same principles apply to this blog, personal files, and elsewhere. For cafebedouin.org, for instance, there are the categories that act as a rough heirarchy and tags are symbolic links that give other ways to access a particular post. When you start thinking of files as having a main organizing principle and then other avenues for access, hierarchies become a useful supplemental (or starting) strategy that complements search.

L.M. Sacasas made me realize that this kind of mental model for organizing information is unusual. I thought discussing it might spark ideas or be useful for someone else.

Roam

A note-taking tool for networked thought.As easy to use as a document. As powerful as a graph database. Roam helps you organize your research for the long haul.

Roam

I wanted to bookmark this for the future. I currently use org-mode in emacs for journaling and NextCloud Notes for a Keep replacement. But, this looks interesting.