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Web 2.0

My PKM Stack, 5

Part 1 – Capture | Part 2 – Manage | Part 3 – Connect | Part 4 – Enhance | Part 5 – Find | Part 6 – Create

Find

Finding information, especially when spread around a bunch of applications as I’ve done here, can be a challenge. I didn’t put everything into this section (it should include Roam, Obsidian, Dropbox, Zotero, my mind map apps and probably more) because everything I use has some sort of search functionality in it, though I probably should have included Roam with Evernote, because it’s getting to have enough stuff in it these days to provide useful content for my searches. Anyway, all of the services I use have some kind of search function and I could use them all to find information, but the ones I find myself using most often are GDrive and Evernote (+Roam).

Google Drive is my second brain. I use Dropbox as a storage mechanism for stuff like my paystubs, contracts, great photos that I want to be able to post on FB at will, archived manuscripts and other things that are useful, maybe, but not *used* right now. Google Drive, on the other hand, has the stuff I’m doing now sort of organized in the PARA style, as made famous by Building A Second Brain. What I did to start off was I created 4 folders in my GDrive, Projects, Areas, Resources, and Archives and then just moved everything into Archives. As I need stuff, I’m finding it there and moving it into the appropriate other folder, based on whether it’s an area of my life that I have responsibility for, a resource that I need to support my work/personal life or a project that I’m actively working on. It’s sort of like a just-in-time organizational system and despite my 2 years of grad school education on how to organize unknown materials in advance, I’m digging it.

The other option here is Evernote (+Roam) where the majority of my notes live. I’ve been an Evernote user since April 24th, 2008, apparently and I have a TON of resources, notes, ideas, project files, archives, and more in there right now that I’m not going to move. I check there first if I’m looking for specific information or information about wine labels, recipes or any of the other things I’ve used Evernote to store in the past. I’m getting a good enough collection of info in Roam these days that I head there next when I need to find info for a project or document or whatever I’m working on. That brings up the big complaint I have about my tech stack…

It’s fragmented and duplicated and more difficult to manage than it should be. There is no one app to rule them all and there is no good way to seamlessly connect all of them into a cohesive whole that can be searched and used without having to check a number of different apps. I try to mitigate this by using my note-taking app as my “home base”. I put my mind maps and other documents that I create outside of my note-taking app into that app as soon as I can, so that the info is there when I go searching, but it’s not always easy to do that. Videos, huge PDF files and other formats of information aren’t a good fit for a note, so that’s where the GDrive backup brain comes in. Linux, at least when it was new, had a philosophy of no big do-it-all apps. You should collect a number of small, one-task applications that you can pipe together to make any number of useful commands and this is sort of how I’m feeling about my tech stack today. It’s not as easy to pipe things together as it should be (though see my comments about IFTTT and Zapier in a previous post) and that’s a problem, but it’s one that may get fixed, either by an app that *does* rule them all or by better Internet functions that allow you to move data from one app to another in easy-to-create ways.

Ha! This one was going to be a short one, I thought, until I began writing… The last one, though, is up next. Next we take all this *stuff* we have in our note-taking apps and various hidey-holes on the Internet and make stuff with it! Stay tuned…

Part 1 – Capture | Part 2 – Manage | Part 3 – Connect | Part 4 – Enhance | Part 5 – Find | Part 6 – Create

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Web 2.0

My PKM Stack, 4

Having covered Capture, Manage, and Connect – it’s time to tackle Enhance!

Enhance

In the Enhance category, I have some repeats. Feel free to run back to the Capture verb where I talk about the basics of Roam and Obsidian. This section will be taking those apps a bit farther to help not only store our notes, but make them useful and “enhance” our ability to see connections between our ideas.

One of the biggest draws, for me, to Roam/Obsidian’s linked data tech was the ability to not only store notes in a single space, but to store them in a way that they will be useful over time. Part of the draw of linking notes together and navigating through them using the web/graph interface is that older notes that you may have forgotten you’ve even taken are brought back to mind as you explore. When I do a search for a concept now, I check the “linked pages” section of my Roam results, because those are the pages that I’ve seen some kind of connection between the ideas. Even more powerful, though, is that I check the “unlinked pages” section, where the word(s) I am using in my search are found in notes that have not been explicitly linked to my concept. Those are the gold that I’m mining when I do a search in my linked-data-capable note taking applications.

Those ideas that are maybe tangentially linked are the ones that are going to spark some creativity and maybe even some questions that I’ll need to answer. Either way, those are the engines of content creation in my system!

This section of my PKM tech stack includes a concept that I use, rather than an app – that’s the concept of networked thought. I’d touched on it in the Connect section – when I discussed the collaborative abilities of some of the mind map tools – but it’s also a big part of how Roam/Obsidian work to enhance your ideas in those note taking apps. Networked thinking describes thinking done across networks – whether those networks are your personal notes in your tech stack, a collection of blogs and other sources you read and respond to online or a group of people you work with (mediated by the Internet or in person) collaboratively, the idea is that you are making use of external resources in a way that extends your own brain and resources exponentially. Either you are using the linked data info in the note-taking apps to connect disparate ideas or you are working with others in a mind-mapping app to brainstorm and collaborate on a bit of content or you are joining in on a wide-ranging conversation between people on the Internet – however it works, the networked aspect of thinking can really, exponentially, extend our own resources in new ways.

Next we move on to Find – how do we keep track and organize all this information? Stay tuned to find out!

Part 1 – Capture | Part 2 – Manage | Part 3 – Connect | Part 4 – Enhance | Part 5 – Find | Part 6 – Create

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Web 2.0

My PKM Stack, 3

We’ve covered the Capture and Manage verbs in the KM environment, now it’s on to Connect!

Connect

Connecting, for me, is partially the use of linked data in Roam, Obsidian and Notion (see the Capture post for more on that) and partially the ability to connect ideas graphically. Roam and Obsidian, at least, have the ability to create mind maps in their apps, but they are clunky and hard to create and manage and there are lots of other options out there that work much better, so I use those.

I have a license for SimpleMind because that’s required to be able to use it on my phone (and it was reasonably cheap at $10) and I use this book reviewing system to capture information from the print books that I read (very difficult to highlight and import those highlights from print…). Once I have the book’s notes all arranged in a nicely graphical mindmap, I export that map (and the underlying outline of it) to PDF into Evernote and then, from there, I (have in the past) add it to my Asana to-do list (which is *another* tool that could be part of my tech stack) templates that I’ve set up to surface those notes 3 days, 3 weeks, 3 months, 1 year, 2 years and 4 years from the day I create the tasks. The reason this is in the past is that I’m looking at Roam to do this for me – Roam can do the calendar math for me by virtue of it’s date management system, so I can take notes in Roam (or export them from SimpleMind to Roam using my phone) and then add dates using the [[in 3 days]] [[in 3 weeks]] etc. syntax and Roam figures the dates for me and then the notes show up on those dates in the future. Either way, it’s an incredibly valuable way to ensure that you are reviewing your reading regularly and not losing the information you read quite so quickly! I use my Dropbox account (yet another tech that should be in my stack?) to store the maps so that I have access to them on the phone and on my various desktop/laptop computers as needed.

Coggle (as well as Miro and a NUMBER of other mind-mapping tools on the web) is also pretty handy. I use it for web-based, cloud-stored maps that I want to work on at the computer and don’t need on my phone. I used Coggle to create the image atop each of these posts and found it pretty easy to pick up.

The reason I like to think of these as part of the Connect KM environment is that using tools like Miro can be incredibly useful for groups or collaborative work in general – as can a fairly new option from Google called Jamboard. It’s more of a post-it on a whiteboard kind of tool, but it has the same visual impact that mind maps do and is fun to play with, so it’s on my tech stack, too, these days.

Next time, we’re going to cover the Enhance part of our KM environments, so stay tuned!

Part 1 – Capture | Part 2 – Manage | Part 3 – Connect | Part 4 – Enhance | Part 5 – Find | Part 6 – Create

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My PKM Stack, 2

Previously, I discussed the Capture part of KM (Knowledge Management) as shown in the image above. Go read that if you are confused by this second part in the series!

Manage

The way I manage information that I consume requires some fiddling and connections between apps to make it all work, but if you throw some money at it, it’s pretty easy (there are likely other options that are cheaper but not so easy to put together – I’ll leave finding those as an exercise for the reader – but my hint is to check out IFTTT and Zapier for connection help).

Zotero, a citation management application that is blessedly free, unlike so many of the tools covered in these articles, is a way to collect and organize and (most importantly for a librarian) cite your sources as you come across information you may want to use. There are other options out there, Mendeley is one, but Zotero has ways to interact with Roam and other tech that I use, so I prefer that one. As I come across sources, whether they are PDFs from online journal indexes and databases or books that I save to my Goodreads account (and I don’t even count that as part of my tech stack, though I probably should) or blog posts that I’m going to want to cite someday, I save them to my Zotero library for safekeeping. I can then use Zotero to read and highlight PDFs in a way that makes it easy-ish to get those annotations into Roam or Obsidian or Evernote and Zotero/Roam have a connection that allows me to search my Zotero library from within Roam to connect a source to some information or content that is relevant.

Skipping down to Hypothes.is (misspelled on the image above, I know, but I won’t tell if you don’t) – this is a browser-based service that lets you read PDFs in the browser, take annotations and highlights from those PDFs and shoots them over to Readwise.

Readwise.io is a service that has a LOT of uses. I use it for a couple of things, myself. I do a daily review of all of the highlights I’ve made in the past through Instapaper, my Kindle eReader (also not explicitly part of my tech stack, though it should be too), and Hypothes.is. I have it set to surface 5 highlights I’ve made in the past for me to read through and this helps me remember what I’ve read and thought interesting in the past. It also does a sweep each night of all of my highlights from each of the capturing services mentioned above and dumps them into my daily note in Roam for me to find later. I am still working on tweaking those highlights so that they are useful for me in Roam and that is pretty easy to do with the Readwise templating system.

Next up will be the Connect verb in the KM environment – stay tuned!

Part 1 – Capture | Part 2 – Manage | Part 3 – Connect | Part 4 – Enhance | Part 5 – Find | Part 6 – Create

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Web 2.0

My PKM Tech Stack

With the caveat that pen and paper is a technology that I *occasionally* use, but not enough to make it into this article, I present the tools and techniques I use to manage my personal knowledge environment.

The tech stack that I use, broken down into KM verbs

In the image above is a visual representation of the technology I use to manage knowledge for myself. I do a fair bit of cobbling things together and managing a number of “nodes” in this stack – perhaps more than many of you would prefer to deal with – but this is what I do and how I do it.

Capture

The capture part of my KM (Knowledge Management) process is my note-taking environment. I have a few there, but I will admit to using one more than the others these days. I began as a heavy Evernote user – I have a TON of knowledge secreted away in my Evernote stacks and notebooks, but that was the problem. Getting that information out to make use of it required that I remembered it was there, which is not a great use of the human brain… My current go-to note-taking app is RoamResearch and it’s pricier than Evernote, but it surfaces information that might be older, but relevant to my current note, in an incredibly useful way. I use this tool for interstitial journaling as well as for collecting a ton of information from the information sources I read, listen to and otherwise consume. I include Obsidian in there because I use it for some note-taking tasks, though as I get more comfortable with Roam, that’s trailing off. The benefits of Roam and Obsidian to Evernote include the use of linked data techniques to surface information easily. If I create a note and add a link to another page for information about that note, the software adds backlinks for me that link from the page I just linked to back to the original note page.

This kind of connection – the ability to backlink from one page to another in order to see connections explicitly – is a huge benefit for me as I record notes and information from what I consume. The fact that both applications also produce graphs (webs) of knowledge in which you can navigate through your notes in a graphical and connected way is another huge benefit for these tools. Other tools, such as Notion, have the ability to use backlinks and linked data technologies to make your notes more discoverable, but even I have my limits as to how many apps I’m willing to be using at once.

My RoamResearch information graph, as of 12/2/2022
My much smaller Obsidian graph, as of 12/2/2022

The final element of my capturing process is the use of Instapaper (Pocket or any number of other read-it-later services would work here, too, likely, though Instapaper has some automatic connections that are useful for me). What happens is that I find sources to consume on the Internet – articles or blog posts or other pages that have info I want to review – and I’ll save them to Instapaper. When I get a few moments during my day, I can read through those sources, highlighting what I want to keep and ditching the rest (though of course, each highlight is linked back to the original source if I ever need to return to the source for context or confirmation of facts). This capturing of information is then Managed and assisted by the tools in the Manage branch of my KM verb tree up at the top of this post.

Because this is starting to get really long, and I’ve only covered one of the 5 KM verbs, I’m going to end up making this into a series. Stay tuned for the next installment where I’ll talk about how I Manage my knowledge environment!

Part 1 – Capture | Part 2 – Manage | Part 3 – Connect | Part 4 – Enhance | Part 5 – Find | Part 6 – Create

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Web 2.0

Update?

You may notice that the blog post below this one, the most recent one chronologically, was posted in 2013, a good 9 years ago. That makes this blog an archive and repository, rather than an actual living web page. I’ll endeavor to keep up with the presentation and writing links, but I won’t be regularly posting here or giving it too much updating love between writing and speaking gigs. That being said, welcome and feel free to look around and see what library technology was like a decade or so ago… (insert CC licensed image of old man telling kids to get off his lawn that I couldn’t find in a quick image search).

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More about learning and libraries

Yesterday, I posted about the libraries role in regards to giving people space, equipment and motivation in order to get the most out of MOOCs. Today I’m going to talk about why that is so very important.

In yesterday’s ReadWrite article on “10 Technology Skills That Will No Longer Help You Get A Job“, Brian Hall lists 10 dying technologies that are perhaps not what young folks want to study these days. At the end of the article, however, he mentions that one skill that is always necessary is the ability to learn. My coworker, Heather Braum, has on her email signature line the quote:

“The illiterate of the 21st century will not be those cannot read and
write, but those who cannot learn, unlearn, and relearn.” ~Alvin Toffler, *Rethinking
the Future*

The point being that no matter what we learn today, the chances are that in this fast paced technological era in which we live, tomorrow we will likely have to learn another skillset in order to be able to feed ourselves. Nobody can afford to go to college that often, quite frankly, so I’m going to suggest that the idea I posed yesterday – about libraries supporting local MOOC groups – may be more important than ever in the future. Sure – there are commercial training outfits, but they can be very, very pricey (though not as pricey as college, says the woman whose child is about to graduate from high school in a couple of weeks) and will cut out the very people libraries are there for – the folks who can’t afford high training class fees.

So, the role of libraries as educators (most especially as free educators) in society is vitally important today, but will become even more important tomorrow and beyond. What are you doing in your library to encourage life-long and self-motivated learners? What are you doing to encourage those who might not be quite as motivated?

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Libraries and Education (yes, I’m going to use the word MOOC – a lot)

Sorry for those folks who feel they’ve heard *way* too much about MOOCs (Massive Open Online Courses) lately… While reading “Why online education is mostly a fantasy” at Pandodaily today, I was struck by his comparison of libraries to MOOCs. Libraries have offered free education and learning to anybody who asks for years and, as the author of the piece points out, there are few self-made entrepreneurs who learned everything they needed to know to start their business in the library. For the same reasons (mainly motivation), the author believes that MOOCs will be similarly unsuccessful in providing free education to the masses.

What if, however, libraries used the advantage of local spaces and face-to-face meeting possibilities along with the advantages of MOOCs to create study groups. Anyone with an interest in a particular class can sign up and the local students could use a library meeting room, library computers and each other. With equipment, space and motivation to continue provided by fellow students, combining MOOCs with Libraries seems to me to be a pretty sweet combination. Librarians can get people in the doors by offering space and, maybe, refreshments (though not near the computers, maybe?) and patrons can sign up to take classes and form study groups while educating themselves – something libraries should always be prepared to support!

Is this already being done? I think the possibilities are endless – especially for a library that knows its patrons and can connect circ stats to what patrons might be willing to learn about.  The author of the article ends with:

most people [will] continue to require structure and a supportive learning environment in the modern age of online education

Why can’t libraries be the institutions that step up and make that supportive learning environment happen?

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Digital Literacy – What Responsibility Do Libraries Have?

Over at the GovLoop site today, there is a post from Dave Briggs on the need for digital literacy in the general population today. He mentions that Howard Rheingold in his book Net Smart outlines five key skills needed for digital success:

  • Attention
  • Crap detection
  • Participation
  • Collaboration
  • Network smarts

I can see libraries at the forefront of teaching/assisting with at least 3 of these and a case could be made for library involvement with all 5. The three that I see as fundamental to library involvement at the middle ones – Crap Detection, Participation and Collaboration.

Crap Detection is just the ability to evaluate information – libraries and librarians have been teaching that for years, long before the Internet came along. We can (and most have) easily update our information literacy and evaluation lessons for academic librarians and the way we help patrons with understanding what information is valuable in public libraries.

Participation is alive and well in libraries today – the rising numbers of Maker Spaces like Johnson County’s Maker Space in Overland Park, Kansas and YouMedia in Chicago, IL. Providing our patrons with the tools needed to participate in the increasingly digital culture by making green screens, recording equipment, printing hardware and more available to patrons who want to create content and participate in the conversations happening online is something we should all be doing – in whatever form our community needs. Not every community needs a full recording studio – but offering something that patrons can use to communicate and participate in the digital culture is becoming increasingly important.

Collaboration is another skill that libraries have always pushed but one that is even more important these days. From collaborating on school projects to creating a community-written novel (see Topeka’s very cool Community Novel project), libraries can be the hub for collaborative projects large and small. Using the same technology provided for participating in the digital conversation, libraries can let folks connect over great distances via Skype or Google Hangout video conferences and give them the hardware and – most importantly – the bandwidth needed to make regular connections to far-flung collaborators.

While Network Smarts can be taught through computer classes and reference interviews throughout the library and helping folks focus their attention on what is important can be considered another library-taught skill, the three skills in the middle were tailor-made for library instruction and assistance!

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Libraries as Entreprenurial Spaces

Libraries meanwhile may be associated today with an outmoded product in paper books. But they also happen to have just about everything a 21st century innovator could need: Internet access, work space, reference materials, professional guidance.”

via The Atlantic Cities

Co-working spaces, mentioned at the beginning of the paragraph I quoted above, are places for freelance or telecommuting workers to gather and make use of shared Internet access, printers and printing supplies and other people upon which they can bounce their ideas, just like in a regular office. Libraries have all those things – plus direct access to both print and online resources (databases, etc.) and people who are professionally trained to find things for other people. For those who are just starting out and don’t have the resources for high-speed Internet or even a printer, using the library as an office could be enough to push them into profitability (and if they are profitable, they pay taxes, which go back to the library and allow someone else to use those resources until they become profitable, ad infinitum). Of course, libraries have to balance the needs of small businesses and just-starting-out entrepreneurs with the general public and their needs and come up with limits to their levels of service. Will circ staff become secretaries for the up-and-coming entrepreneurs using the space? Will the reference staff limit the amount of time they can spend on business research? What kinds of office supplies will libraries stock and how much will they charge? Will there be limits for the amount of time a particular person can spend at the library, working? If content creation station(s) are put into place at your library, will you have to police their use so that a couple of individuals don’t monopolize them? Will you enter into a partnership with a commercial printer or printers or will you be in competition with them?

Considering all the angles can be difficult, but being open to the possibilities of welcoming struggling start-ups and brand new entrepreneurs into your library so that they can build a business can be a great service you can provide to your community. It can open up possibilities for community partnerships (how much would the Chamber be willing to provide to help businesses via your library?) and can help funnel money into local print shops, supply shops and other local businesses – all of which pay the taxes that support your library. Finally, how will this “service” be marketed? Will you need to compete with established co-working spaces? Can you support a rush of individuals using your library as a workplace? If you build it, will they come?