How to Take Smart Notes by Sönke Ahrens
How strongly I recommend this book: 8 / 10
Date read: April 02, 2023
Get this book on Amazon
Thoughts
This book will go down as a classic - it shares the technique of never having to write from scratch. Instead, the best writing comes from taking atomic notes consistently as we come across interesting ideas each day. Read this book to increase your creativity and idea throughput.
Favorite Quotes and Chapter Notes
I went through my notes and captured key quotes from all chapters below.
P.S. – Highly recommend Readwise if you want to get the most out of your reading.
Highlights and Notes
INTRODUCTION
- This book aims to fill this gap by showing you how to efficiently turn your thoughts and discoveries into convincing written pieces and build up a treasure of smart and interconnected notes along the way. You can use this pool of notes not only to make writing easier and more fun for yourself, but also to learn for the long run and generate new ideas. But most of all, you can write every day in a way that brings your projects forward.
1 Everything You Need to Know
-
His productivity is, of course, impressive. But what is even more impressive than the sheer number of publications or the outstanding quality of his writing is the fact that he seemed to achieve all this with almost no real effort. He not only stressed that he never forced himself to do something he didn’t feel like, he even said:“I only do what is easy. I only write when I immediately know how to do it. If I falter for a moment, I put the matter aside and do something else.”
-
Strictly speaking, Luhmann had two slip-boxes: a bibliographical one, which contained the references and brief notes on the content of the literature, and the main one in which he collected and generated his ideas, mainly in response to what he read. The notes were written on index cards and stored in wooden boxes.
-
He then would turn to the main slip-box and write his ideas, comments and thoughts on new pieces of paper, using only one for each idea and restricting himself to one side of the paper, to make it easier to read them later without having to take them out of the box. He usually kept them brief enough to make one idea fit on a single sheet, but would sometimes add another note to extend a thought.
-
He usually wrote his notes with an eye towards already existing notes in the slip-box. And while the notes on the literature were brief, he wrote them with great care, not much different from his style in the final manuscript: in full sentences and with explicit references to the literature from which he drew his material.
-
He then would add references to notes somewhere else in the slip-box, some of which were nearby, others in completely different areas and contexts. Some were directly related and read more like comments, others contained not-so-obvious connections. Rarely would a note stay in isolation.
-
He did not just copy ideas or quotes from the texts he read, but made a transition from one context to another. It was very much like a translation where you use different words that fit a different context, but strive to keep the original meaning as truthfully as possible.
-
Whenever he added a note, he checked his slip-box for other relevant notes to make possible connections between them. Adding a note directly behind another note is only one way of doing this. Another way is by adding a link on this and/or the other note, which could be anywhere in the system.
2 Everything You Need to Do
-
Granted, writing these notes is the main work. It will take enormous amounts of effort, time, patience and willpower, and you will probably break under the weight of this task. Just kidding. It is the easiest part of all. Writing these notes is also not the main work. Thinking is. Reading is. Understanding and coming up with ideas is. And this is how it is supposed to be. The notes are just the tangible outcome of it. All you have to do is to have a pen in your hand while you are doing what you are doing anyway(or a keyboard under your fingers). Writing notes accompanies the main work and, done right, it helps with it.
-
If we write, it is more likely that we understand what we read and remember what we learn and that our thoughts make sense. And if we have to write anyway, why not use our writing to build up the resources for our future publications?
-
- Make fleeting notes. Always have something at hand to write with to capture every idea that pops into your mind. Don’t worry too much about how you write it down or what you write it on. These are fleeting notes, mere reminders of what is in your head. They should not cause any distraction. Put them into one place, which you define as your inbox, and process them later. I usually have a simple notebook with me, but I am happy with napkins or receipts if nothing else is at hand. Sometimes I leave a voice record on my phone. If your thoughts are already sorted and you have the time, you can skip this step and write your idea directly down as a proper, permanent note for your slip-box(see below).
-
- Make literature notes. Whenever you read something, make notes about the content. Write down what you don’t want to forget or think you might use in your own thinking or writing. Keep it very short, be extremely selective, and use your own words. Be extra selective with quotes – don’t copy them to skip the step of really understanding what they mean. Keep these notes together with the bibliographic details in one place – your reference system.
-
- Make permanent notes. Now turn to your slip-box. Go through the notes you made in step one or two(ideally once a day and before you forget what you meant) and think about how they relate to what is relevant for your own research, thinking or interests. This can soon be done by looking into the slip-box – it only contains what interests you anyway. The idea is not to collect, but to develop ideas, arguments and discussions. Does the new information contradict, correct, support or add to what you already have(in the slip-box or on your mind)? Can you combine ideas to generate something new? What questions are triggered by them?
-
Write exactly one note for each idea and write as if you were writing for someone else: Use full sentences, disclose your sources, make references and try to be as precise, clear and brief as possible. Throw away the fleeting notes from step one and put the literature notes from step two into your reference system. You can forget about them now. All that matters is going into the slip-box.
-
- Develop your topics, questions and research projects bottom up from within the system. See what is there, what is missing and what questions arise. Read more to challenge, strengthen, change and develop your arguments according to the new information you are learning about.
-
- After a while, you will have developed ideas far enough to decide on a topic to write about. Your topic is now based on what you have, not based on an unfounded idea about what the literature you are about to read might provide. Look through the connections and collect all the relevant notes on this topic(most of the relevant notes will already be in partial order), copy them into an outliner5 and bring them in order.
- We constantly encounter interesting ideas along the way and only a fraction of them are useful for the particular paper we started reading it for. Why let them go to waste? Make a note and add it to your slip-box. It improves it. Every idea adds to what can become a critical mass that turns a mere collection of ideas into an idea generator.
6 Simplicity Is Paramount
-
Fleeting notes, which are only reminders of information, can be written in any kind of way and will end up in the trash within a day or two.
-
Permanent notes, which will never be thrown away and contain the necessary information in a permanently understandable way. They are always stored in the same way in the same place, either as literature notes in the reference system or written as if for print, in the slip-box.
-
Project notes, which are only relevant to one particular project. They are kept within a project-specific folder and can be discarded or archived after the project is finished.
-
One of the major reasons for not getting much writing or publishing done lies in the confusion of these categories.
-
What all these category-confusing approaches have in common is that the benefit of note-taking decreases with the number of notes you keep. More notes will make it more difficult to retrieve the right ones and bring related ones together in a playful way. But it should be just the opposite: The more you learn and collect, the more beneficial your notes should become, the more ideas can mingle and give birth to new ones – and the easier it should be to write an intelligent text with less effort.
-
Fleeting notes are only useful if you review them within a day or so and turn them into proper notes you can use later. Fleeting literature notes can make sense if you need an extra step to understand or grasp an idea, but they will not help you in the later stages of the writing process, as no underlined sentence will ever present itself when you need it in the development of an argument. These kinds of notes are just reminders of a thought, which you haven’t had the time to elaborate on yet. Permanent notes, on the other hand, are written in a way that can still be understood even when you have forgotten the context they are taken from.
-
Most ideas will not stand the test of time, while others might become the seed for a major project. Unfortunately, they are not easy to distinguish right away. That is why the threshold to write an idea down has to be as low as possible, but it is equally crucial to elaborate on them within a day or two. A good indication that a note has been left unprocessed too long is when you no longer understand what you meant or it appears banal. In the first case, you forgot what it was supposed to remind you of. In the second case, you forgot the context that gave it its meaning.
-
Luhmann never underlined sentences in the text he read or wrote comments in the margins. All he did was take brief notes about the ideas that caught his attention in a text on a separate piece of paper:“I
-
But before he stored them away, he would read what he noted down during the day, think about its relevance for his own lines of thought and write about it, filling his main slip-box with permanent notes. Nothing in this box would ever get thrown away. Some notes might disappear into the background and never catch his attention again, while others might become connection points to various lines of reasoning and reappear on a regular basis in various contexts.
-
In contrast to the fleeting notes, every permanent note for the slip-box is elaborated enough to have the potential to become part of or inspire a final written piece, but that cannot be decided on up front as their relevance depends on future thinking and developments. The notes are no longer reminders of thoughts or ideas, but contain the actual thought or idea in written form. This is a crucial difference.
7 Nobody Ever Starts From Scratch
-
We have to read with a pen in hand, develop ideas on paper and build up an ever-growing pool of externalised thoughts. We will not be guided by a blindly made-up plan picked from our unreliable brains, but by our interest, curiosity and intuition, which is formed and informed by the actual work of reading, thinking, discussing, writing and developing ideas – and is something that continuously grows and reflects our knowledge and understanding externally.
-
By focusing on what is interesting and keeping written track of your own intellectual development, topics, questions and arguments will emerge from the material without force. Not only does it mean that finding a topic or a research question will become easier, as we don’t have to squeeze it out of the few ideas that are on top of our head anymore, every question that emerges out of our slip-box will naturally and handily come with material to work with. If we look into our slip-box to see where clusters have built up, we not only see possible topics, but topics we have already worked on – even if we were not able to see it up front. The idea that nobody ever starts from scratch suddenly becomes very concrete. If we take it seriously and work accordingly, we literally never have to start from scratch again.
-
The things you are supposed to find in your head by brainstorming usually don’t have their origins in there. Rather, they come from the outside: through reading, having discussions and listening to others, through all the things that could have been accompanied and often even would have been improved by writing.
-
There is one reliable sign if you managed to structure your workflow according to the fact that writing is not a linear process, but a circular one: the problem of finding a topic is replaced by the problem of having too many topics to write about. Having trouble finding the right topic is a symptom of the wrong attempt to rely heavily on the limitations of the brain, not the inevitable problematic starting point, as most study guides insinuate. If you on the other hand develop your thinking in writing, open questions will become clearly visible and give you an abundance of possible topics to elaborate further in writing.
8 Let the Work Carry You Forward
- The ability to express understanding in one’s own words is a fundamental competency for everyone who writes – and only by doing it with the chance of realizing our lack of understanding can we become better at it. But the better we become, the easier and quicker we can make notes, which again increases the number of learning experiences. The same applies to the crucial ability to distinguish the important bits of a text from the less important ones: the better we become at it, the more effective our reading will become, the more we can read, the more we will learn. We will enter a beautiful, virtuous circle of competency. You cannot help but feel motivated by it.
10 Read for Understanding
-
If you understand what you read and translate it into the different context of your own thinking, materialised in the slip-box, you cannot help but transform the findings and thoughts of others into something that is new and your own. It works both ways: The series of notes in the slip-box develops into arguments, which are shaped by the theories, ideas and mental models you have in your head. And the theories, ideas and mental models in your head are also shaped by the things you read. They are constantly changing and challenged by the surprising connections with which the slip-box confronts you. The richer the slip-box becomes, the richer your own thinking becomes.
-
The step from the slip-box to the final text is pretty straightforward. The content is already meaningful, thought through and in many parts already put into well-connected sequences. The notes only need to be put into a linear order. While the notes themselves are formulated so that they can be understood on their own, they are at the same time embedded in one or more contexts that enrich their meaning. Drawing from the slip-box to develop a draft is more like a dialogue than a mechanical act. Therefore, the outcome is never a copy of previous work, but always comes with surprises.
-
Luhmann describes this step as follows:“I always have a slip of paper at hand, on which I note down the ideas of certain pages. On the back, I write down the bibliographic details. After finishing the book, I go through my notes and think how these notes might be relevant for already written notes in the slip-box. It means that I always read with an eye towards possible connections in the slip-box.”(Luhmann et al., 1987, 150)
-
Whenever we explore a new, unfamiliar subject, our notes will tend to be more extensive, but we shouldn’t get nervous about it, as this is the deliberate practice of understanding we cannot skip. Sometimes it is necessary to slowly work our way through a difficult text and sometimes it is enough to reduce a whole book to a single sentence. The only thing that matters is that these notes provide the best possible support for the next step, the writing of the actual slip-box notes.
-
Handwriting is slower and can’t be corrected as quickly as electronic notes. Because students can’t write fast enough to keep up with everything that is said in a lecture, they are forced to focus on the gist of what is being said, not the details. But to be able to note down the gist of a lecture, you have to understand it in the first place. So if you are writing by hand, you are forced to think about what you hear(or read) – otherwise you wouldn’t be able to grasp the underlying principle, the idea, the structure of an argument.
-
Confirmation bias is a subtle but major force. As the psychologist Raymond Nickerson puts it:“If one were to attempt to identify a single problematic aspect of human reasoning that deserves attention above all others, the confirmation bias would have to be among the candidates for consideration”(Nickerson 1998, 175).
-
Confirmation bias is tackled here in two steps: First, by turning the whole writing process on its head, and secondly, by changing the incentives from finding confirming facts to an indiscriminate gathering of any relevant information regardless of what argument it will support.
-
Developing arguments and ideas bottom-up instead of top-down is the first and most important step to opening ourselves up for insight. We should be able to focus on the most insightful ideas we encounter and welcome the most surprising turns of events without jeopardizing our progress or, even better, because it brings our project forward. We postpone the decision on what to write about specifically and focus on building a critical mass within the slip-box.
-
Extracting the gist of a text or an idea and giving an account in writing is for academics what daily practice on the piano is for pianists: The more often we do it and the more focused we are, the more virtuous we become.
-
philosopher Immanuel Kant described in his famous text about the Enlightenment:“Nonage [immaturity] is the inability to use one’s own understanding without another’s guidance. This nonage is self-imposed if its cause lies not in lack of understanding but in indecision and lack of courage to use one’s own mind without another’s guidance. Dare to know!(Sapere aude.) ‘Have the courage to use your own understanding,’ is therefore the motto of the Enlightenment.”(Kant 1784)
-
It is proven that readers regard an author and an audience a speaker as more intelligent the more clear and to the point their expressions are(Oppenheimer 2006).
-
We have to choose between feeling smarter or becoming smarter. And while writing down an idea feels like a detour, extra time spent, not writing it down is the real waste of time, as it renders most of what we read as ineffectual.
-
Learning requires effort, because we have to think to understand and we need to actively retrieve old knowledge to convince our brains to connect it with new ideas as cues. To understand how groundbreaking this idea is, it helps to remember how much effort teachers still put into the attempt to make learning easier for their students by prearranging information, sorting it into modules, categories and themes. By doing that, they achieve the opposite of what they intend to do. They make it harder for the student to learn because they set everything up for reviewing, taking away the opportunity to build meaningful connections and to make sense of something by translating it into one’s own language. It is like fast food: It is neither nutritious nor very enjoyable, it is just convenient.
-
If we put effort into the attempt of retrieving information, we are much more likely to remember it in the long run, even if we fail to retrieve it without help in the end(Roediger and Karpicke 2006). Even
-
There is a clear division of labour between the brain and the slip-box: The slip-box takes care of details and references and is a long-term memory resource that keeps information objectively unaltered. That allows the brain to focus on the gist, the deeper understanding and the bigger picture, and frees it up to be creative. Both the brain and the slip-box can focus on what they are best at.
11 Take Smart Notes
-
Experienced academic readers usually read a text with questions in mind and try to relate it to other possible approaches, while inexperienced readers tend to adopt the question of a text and the frames of the argument and take it as a given. What good readers can do is spot the limitations of a particular approach and see what is not mentioned in the text.
-
But the first question I asked myself when it came to writing the first permanent note for the slip-box was: What does this all mean for my own research and the questions I think about in my slip-box? This is just another way of asking: Why did the aspects I wrote down catch my interest?
12 Develop Ideas
-
Ideally, new notes are written with explicit reference to already existing notes. Obviously, this is not always possible, especially in the beginning when the slip-box is still in its infancy, but it will very soon become the first option most of the time.
-
The way people choose their keywords shows clearly if they think like an archivist or a writer. Do they wonder where to store a note or how to retrieve it? The archivist asks: Which keyword is the most fitting? A writer asks: In which circumstances will I want to stumble upon this note, even if I forget about it? It is a crucial difference.
-
Keywords should always be assigned with an eye towards the topics you are working on or interested in, never by looking at the note in isolation. This is also why this process cannot be automated or delegated to a machine or program – it requires thinking.
-
The ZKN3 program for example makes suggestions based on existing keywords and scans for keywords in the text you wrote. But it makes sense to see these suggestions more as a warning sign than an invitation to use them: these are the most obvious ideas and probably not the best ones.
-
It is important to always keep in mind that making these links is not a chore, a kind of file-box maintenance. The search for meaningful connections is a crucial part of the thinking process towards the finished manuscript. But here, it is dealt with in a very concrete way. Instead of figuratively searching our internal memory, we literally go through the file-box and look for connections. By dealing with actual notes, we are also less prone to imagine connections where there aren’t any, as we can see in black and white if something makes sense or not.
-
We learn something not only when we connect it to prior knowledge and try to understand its broader implications(elaboration), but also when we try to retrieve it at different times(spacing) in different contexts(variation), ideally with the help of chance(contextual interference) and with a deliberate effort(retrieval).
-
“Creativity is just connecting things. When you ask creative people how they did something, they feel a little guilty because they didn’t really do it, they just saw something.” – Steve Jobs
-
To be able to see what we see instead of what we expect to see is indeed a skill in itself, not like a character trait of being“open-minded.” Those who think of themselves as being open-minded are often even more prone to stick to their first understanding, as they believe they don’t have natural prejudices and therefore don’t see the need to counterbalance them. If we think we can“hold back” an interpretation, we are fooling ourselves. While the constant comparison of notes can help us to detect differences, no technique can help us see what is missing. But we can make it a habit to always ask what is not in the picture, but could be relevant. This, too, does not come naturally to us. One of the most famous figures to illustrate this skill is the mathematician Abraham Wald(Mangel and Samaniego 1984). During World War II, he was asked to help the Royal Air Force find the areas on their planes that were most often hit by bullets so they could cover them with more armour. But instead of counting the bullet holes on the returned planes, he recommended armouring the spots where none of the planes had taken any hits. The RAF forgot to take into account what was not there to see: All the planes that didn’t make it back. The RAF fell for a common error in thinking called survivorship bias(Taleb 2005). The other planes didn’t make it back because they were hit where they should have had extra protection, like the fuel tank. The returning planes could only show what was less relevant.
-
One possibility to deal with this tendency is to ask counterfactual questions, like“what if?”(Markman, Lindberg, Kray and Galinsky, 2007). It is easier to learn about the function of money in a society if we wonder how strangers would exchange goods without using money than if we just focus on the obvious problems we have in a society based on money exchange. Sometimes, it is more important to rediscover the problems for which we already have a solution than to think solely about the problems that are present to us. Problems rarely get solved directly, anyway. Most often, the crucial step forward is to redefine the problem in such a way that an already existing solution can be employed. The first question should always be directed towards the question itself: What kind of answer can you expect from asking a question in this particular way? What is missing?
-
A good rule of thumb for working digitally is: Each note should fit onto the screen and there should be no need of scrolling.
13 Share Your Insight
-
“Writing itself makes you realise where there are holes in things. I’m never sure what I think until I see what I write. And so I believe that, even though you’re an optimist, the analysis part of you kicks in when you sit down to construct a story or a paragraph or a sentence. You think, ‘Oh, that can’t be right.’ And you have to go back, and you have to rethink it all.” – Carol Loomis33
-
When he was asked what else he did when he was stuck, his answer was:“Well, writing other books. I always work on different manuscripts at the same time. With this method, to work on different things simultaneously, I never encounter any mental blockages.”(Luhmann, Baecker, and Stanitzek 1987, 125–55) It is like martial arts: If you encounter resistance or an opposing force, you should not push against it, but redirect it towards another productive goal. The slip-box will always provide you with multiple possibilities.
15 A glimpse into Luhmann’s Zettelkasten and a few words on software
- It encourages us to continue a dialogue by adding to existing note sequences instead of collecting isolated snippets. Note sequences occupy the sweet spot between isolated facts/ideas and continuous text. They are what the Zettelkasten is all about. Therefore: Make sure a new note is written, whenever possible, in direct response to an existing note, continuing the dialogue.