Drag from any of the 4 sides of a note to create a connecting arrow to any other note. Boom they are now connected.
Double click on the connections to annotate.
@obsdmd ...you can add some color, to notes and connections and change the size of your notes if you like.
Simply click the element and a small menu will be displayed above it.
@obsdmd The last step is to start adding "Cards". While Notes live in your vaults, cards live on the canvas. (The canvas is itself just a note in the vault).
Use Cards for overarching topics for example - but here you should find your own creative way of organisation.
@obsdmd Grow your graph. Use colors, cards & location to organise your research.
After a while you will remember things by remembering the *abstract location* on your canvas. Extremely Powerful β‘οΈ.
Memory experts use this technique of location to memorise vast amounts of knowledge.
@obsdmd This was just the bare basics of what this system can do.
I expanded it to the point where I don't use @zotero or Mendeley anymore. With a few tweaks you get to the most powerful academic note setup I know of.
Use SCRUM - a scheduling technique most companies use. It's perfect for academics.
Details in text below:
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Summary:
1. Create a backlog of tasks and assign a difficulty to each (1,2,4,8 for the number of hours it takes to complete)
2. Plan meetings and seminars etc as they also take time.
3. Before starting your week distribute the tasks from the backlog to the days of the week. Don't plan more than 8hr of work a day (or less if you have other commitments).
4. During the week: Check off what you have completed (and how long it took you).
5. At the end of the week: Understand what you got done and what you didn't.
Understand that if you didn't get everything done it is a planning error. It does not mean you need to work harder/more (this is just recipe for burnout and I have been there myself). It just means you need to plan better. Efficiency comes in relaxation.
Every day you manage to accomplish what you planned you will feel great about yourself.
6. Next week you can copy and paste the open tasks to the next week and start the process again. Some people prefer to have a bi-weekly instead.
What tools can you use?
There are dozens of tools for kanban boards. The simplest one is of course Trello.
Replace Zotero with a reference map and leverage your spatial memory.
Here is how:
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1. Reference manager vs map
Take a look at this screenshot: Which one looks more approachable and interesting? On the right is Zotero displaying all your papers in an endless list. On the left is a reference map.
Reference maps lay out your papers or PDFs in 2D on an endless surface called a "canvas" or "whiteboard". There are many tools that are capable of doing it: Obsidian is an obvious choice, Heptabase is great too, DrawIO is more complex but also good.
2. Zooming in and out / Finding things
Using the scroll wheel or pinch gesture you can fluidly navigate between the bird's eye view and the detailed view with your own notes on a single paper. Left: Detail, Right: All Papers.
To find papers you "fly up" and then "land on" the paper you are looking for. It feels incredibly natural and easier than scrolling through a list.
3. Why it works: Spatial Memory
Humans evolved moving around as hunter gatherers and spatial memory is a key trait needed for navigation. You leverage it by laying out your papers in a landscape, not a list. Your papers gain location and relation.
4. Headers and Topics: Location
Now that your papers are on a landscape or map you can have "countries" on this map. Every country is a topic, further subdivided in sub-topics. Here is the "Machine Learning Country" in the far south west of my map:
I can refer to "papers in the south west" - this is spatial memory being leveraged to remember where things are.
5. Semantic Connections: Relation
The next step is to build the "roads" between locations on the map. Simply draw an arrow and write on it what this relation signifies.
In the above example Swenson 2020 (top) wrote "the trait-demography relationship is weak (Yang 2018)".
So I read Yang 2018 (left) and added a connection. Later I found that (Lynn 2023) suggested a few solutions and linked those two as well.
By just looking at this map you can immediately write a sentence for your literature review. A narrative emerges and synthesis begins.
Summary:
Lay out papers on a spatial canvas using e.g. Obsidian instead of Zotero. Remembering them will be much easier because you can use your spatial memory. Synthesis starts happening automatically when you annotate connections between papers.
Do you do something like this?
Share a screenshot with us!
This is one of the methods you can learn about in my upcoming webinar: