Tag Archive | note-taking

And I still haven’t found, what I’m looking for…

Photo of my “drafting space” for this interminable siege capitulation chapter. I mean, I thought my analysis of how garrison capitulations were interpreted was complicated, but sheesh. That’s what I get for trying to be systematic about 49 different sieges (125 if I were greedy), with a few dozen sources on each.

The Ugly Side of Historical Research

The Ugly Side of Historical Research

Key:
A. iMac with Scrivener for composing (I’m ambivalent about Scrivener’s sidebar chunks – they get out of control too quickly); Zotero for bibliographing; and Devonthink for the database (sources primary & secondary, searching, metadata, research journal…).
B. Printed (very, very, very) rough draft of chapter sections, with edits.
C. Scraps of paper, one sub-argument (with multiple subpoints) per quarter-sheet. Incorporate into the draft and into the recycling basket you go.
D. Tiny post-it notes with single facts/documents/thoughts/prose to include somewhere. (All the quotes, notes and source summaries are kept in DTPO.)
E. File folders with larger miscellaneous notes on the project. Usually stored long-term in case I ever go back to the topic.

The laptop is usually on the right when I need additional screenspace.
And of course hard copy books occasionally make a cameo as well. Still considering buying a book holder, unless Wayne is going to build a book wheel for me.

I’m usually still thinking through various bits at the drafting stage (“start writing before you think you’re ready to write – or at least by the time it’s already overdue”), so I:

  1. Write down questions and ideas on small sheets of paper – constantly asking myself: “What’s my main point here?” and “Why would anybody care?” and “Who am I arguing with?”
    1. Common questions for this project: What was the process by which A surrendered? How did X, Y and Z respond to the surrender of A? What did people say about the idea of Q? How was the term W used at the time? What was the context in which they made these statements? Are there patterns (geography, chronology, nationality, winning/losing side, relationship to A…) to these responses? How do the answers of the above questions fit into my argument?
  2. Collect these slips of paper at the desk, and start doing some searches in DTPO for the answers:
    1. First skim through documents on the topic I’ve already identified (DTPO topical groups).
      Screenshot 2016-01-08 15.27.36
    2. Then search for relevant people and documents that I’ve already identified (person involved with event, specific source that covers the period/place…). Maybe do a proximity search of some basic terms.
      Screenshot 2016-01-08 15.30.20
    3. Then skim through documents around the date of the event in question, e.g. search all the documents c. 1708.12.07 for commentary on the capitulation of Lille. Damn, I found something else interesting I have to include.
      Screenshot 2016-01-08 15.43.54
  3. Interpret my findings (possibly requiring more thinking-on-paper).
  4. Add my findings (data, conclusions) into the draft in Scrivener.

Still working on a better system: I compose drafts on the computer, but am still old-school enough that I “think” better on paper. There is no substitute for the portability, persistence and spreadability of paper. Just make sure they’re centralized, and ephemeral as well.

Can you tell I’m teaching a research seminar and Historical Research and Writing in a few weeks?

How to Produce, part II: Processing your results

Continuing with my never-ending quest for the perfect research workflow.

The processing stage of research is usually the most challenging, thought-intensive part of the research process. Because I have oodles of primary sources and feel compelled to use them in order to make robust generalizations, and because more sources generally increase the odds of finding exceptions to the rule, this is where my research tends to bog down. So it would seem particularly important to manage tasks here, and to match your time and energy level to the sources you’ll be reading. Read More…

Get clear

Blogs are inherently narcissistic vehicles – Look at me, world! Let me tell you what I think! So why wouldn’t everyone be interested in looking at my new office setup? Think of it as an extension of note-taking. And yes, I’ll post next on my tweaked GTD setup.

Read More…

Archive Lessons Learned

Back from my month in Paris, almost twenty years after my last trip to the SHD war archives at Vincennes. Over the past month I spent 17 days in the archives – four potential research days were wasted because I overestimated how long it would take me to go through the volumes – damn me and my efficiency! Those interested in what I learned (and relearned) can read the Little and Big Pictures below. Read More…

What should historical research look like in an age of digital collaboration?

Historical research, as most of us know, has traditionally been a solitary practice. Even in this postmodern age of killa’ collabs and remixes with co-authors named feat., historians, by and large, are still a lonely bunch of recluses. Admittedly, one’s choice of subject has a lot to do with how crowded your subfield is. Unfortunately (or not?), I’ve rarely been in a position where I knew somebody else who was actively researching the same war as me (War of the Spanish Succession) and might want to look at the same sources. John Stapleton is the closest example from my grad school days, and he focuses on the war before “mine,” so we’ve given each other feedback and pointed each other to various sources from “our” respective wars over the years. In general, though, it’s been kinda lonely out here on the plains.

But the times they are a-changin’ and the prairie turf is being transformed into suburban subdivisions. The question is whether all these houses will follow a similar aesthetic, whether their architecture will reference each other, or whether the only communication between neighbors will consist of vague nods at the grocery store and heated arguments over how far their property line extends. (Thus far, subdivisions are still segregated into ethnic neighborhoods.)

If we look beyond the discipline of History, we’re told that it’s an age of collaboration (CEOs say they want their new employees to work effectively in teams) as well as the age of information overload (I believe that – my main Devonthink database has grown to 104,000 documents and 95 million words of text). Even the other kind of doctors are having a rethink. Now this whole Internet thing allows like-minded individuals to communicate and commiserate across the planet, and not just with their neighbor next door. “Global village” and all that. As a result, even historians have figured out that we can now find out if we’re alone in the universe or not – I assume everybody has Google Alerts set for their name and publication titles? This academic version of Google Street View certainly has certainly expanded my worldview. My one semi-regret is that, thanks to online dissertations, conference proceedings and even blogs, I now find out I was in the archives 10-15 years too early, and there are currently a bunch of people both American and Euro looking into the period – and by “bunch” I mean maybe 6-12. Even more reasons for making connections. Hmmm, someone should create a blog that allows EMEMH scholars to communicate with each other…

So how should historical research work in this interconnected digital age, in this global, digital village? In an age when the moderately-well-heeled scholar can accumulate scans of thousands of rare books and hundreds of archival volumes? The combination of collaboration and digitization has opened up a spectrum of possibilities, and it’s up to us to decide which are worth exploring. Here are some possibilities I see, stretching along a spectrum from sharing general ideas to swapping concrete primary sources (Roy Rosenzweig undoubtedly predicted all this twenty years ago):

  • Topic Sharing. The way it’s traditionally been done, in grad school, or if people meet up in the archives or at a conference or on fellowship. You let people know the specific topics you’re working on, and let it progress from there: “Oh, you’re working on X. Do you know about …? Have you checked out Y? You should really look at Z.” This has two advantages: first, it allows participants to keep the details of their research close to the vest, and more fruitfully, it allows the historiography to develop into a conversation rather than separate ships passing each other in the night – it’s such a waste when something gets published that really should have looked at X, Y or Z, but nobody suggested it. Or, perhaps peers studying the same period/place offered comment, but other potential-peers studying the same theme didn’t (or vice versa). Sharing subjects also forces people to acknowledge that they might not be the only person writing on topic X, and encourage them to consider whether they might want to divvy up topics rather than writing in ignorance of what others will be publishing, or already have written. Say, hypothetically, when one thinks they want to write a chapter about how the French viewed battle in the War of the Spanish Succession, and then discover that another scholar has already written about a thousand pages on the subject. So letting others know what you’re working on would be a start: type of history, subject (sieges? battles? operations? logistics?…), type of study (campaign narrative? commander biography? comparison of two different theaters?…), sides/countries (including languages of sources being used), and so on.
  • Feedback and advice. This requires longer and more sustained interaction, but is far more useful for all involved. I’m not convinced by the latest bestseller claiming that the crowd is always right, but crowdsourcing certainly gives a scholar a sense of how his/her ideas are being received, and what ideas a potential audience might like to read about in the first place.
  • Research assistance. Here, I would suggest, is where most historians are still living in the stone age, or more accurately, are on the cusp between the paper and digital ages. Most of our precious historical documents survive entombed within a single piece of paper(s), in an archive that may require significant costs and time to access. Depending on a government’s view of cultural patrimony and the opportunity for a marketable product, a subset of those documents have been transferred to the digital realm. But not many. This is where many historians need help, a topic which we’ve discussed many times before (as with this thread, which prompted the present post), and where collaboration and digitization offer potential solutions to the inaccessibility of so many primary sources.
    But there is a rather important catch: copyright. Archives and libraries (and publishers, of course) claim copyright over the documents under their care, and they frown upon the idea that information just wants to be free (ask Aaron Swartz):
    CAC copyright slipSo this puts a bit of a kink in attempts to create a Napster-style primary source swap meet – though I am getting a little excited just imagining a primary-source orgy like Napster was back in the day.
    Fortunately there are steps short ofscofflawery. Most of these revolve around the idea of improving the ‘finding aids’ historians use to target particular documents within the millions of possibilities. These range in scale from helping others plan a strategic bombing campaign, to serving as forward observer for a surgical strike:

    • A wish list of specific volumes/documents that somebody would like to look at. This could be as simple as having somebody who has the document(s) just check to see what it discusses, whether it’s worth consulting. This, of course, requires a bit more time and effort than simply sharing the PDF.
    • Or it might mean providing some metadata on the documents in a given volume. For example, I discovered in the archives that if the Blenheim Papers catalog says that Salisch’s letters to Marlborough in volume XYZ cover the period 1702-1711, and I’m studying the siege of Douai in 1710, it is a waste of one of my limited daily requests to discover that Salisch’s letters include one dated 1702, one from 1711, and the rest all on 1708. The ability to pinpoint specific documents would in itself be a boon: many archives have indexes and catalogs and inventories that give almost no idea of the individual documents. Not only would it save time, but it might also save money if you want to order copies of just a few documents rather than an entire volume.
    • Or, such assistance could be as involved as transcribing the meaty bits of a document. Useful for full text, though purists might harbor a lingering doubt about the fidelity of the transcription.
    • Or, it might mean running queries for others based off of your own database. I did that for a fellow scholar once, and if you’ve got something like Devonthink (or at least lots of full-text sources), it’s pretty easy and painless. Though if there are too many results, that starts to look a bit like doing someone else’s research for them.

Of course with all of these options, you have to worry about thunder being stolen, about trusting someone else to find what you are looking for, etc., etc. And there probably isn’t a good way to assuage that concern except through trust that develops over time. And trust is based on a sense of fairness: Andy’s questions about how to create a system of calculating non-monetary exchanges have bedeviled barter systems for a long time, I think.

As usual, I don’t have a clear answer. Simple sharing of documents is undoubtedly the easiest solution (cheapest, quickest, fewest number of eyes between the original source and your interpretation), but I don’t have a system for the mechanics. Nor am I clear on the ethical issues of massive sharing of sources – is “My thanks to X for this source” in a footnote enough? If some documents are acquired with grant funds, can they be freely given away? And the list goes on…

Thoughts?

Devonthink update

In case anybody wonders whether DTPO can handle large databases, here are the current stats for my main WSS database:

WSS db as of 2015.01.05

WSS db as of 2015.01.05

Read More…

Digital Dawdling

As academics on a semester system know, Thanksgiving break offers the false hope of a brief interlude before the final dash to the end of the semester. Thus I surfaced for air long enough to waste some time playing around with a few new-ish digital toys that might be of interest to others.

First, for those who use Pocket Informant’s calendar/task-management program, their recent update includes a macro-view (all the cool kids are doing Big Data these days) of your schedule, a heat map indicating how busy your days are over months. As you can tell from the screenshot, I follow the stereotypical academic’s schedule of attempting to keep my summers for my research.

PI heat map: I'll let you figure out what my teaching schedule is...

PI heat map: I’ll let you figure out what my teaching schedule is…

More productively, I decided to waste some more time on mind mapping software. Devonthink is great for storing all my documents and notes, but I still find the need for meta-notes (or organizational cues, or trains of thought) that are extremely hierarchical, and which have to come in a very specific order even if I don’t know where exactly they should go in the overall argument – often these are a series of successive questions that I need to follow up on. You could put them in a group in DT, but that tends to lose the specific train of thought. So instead of pulling out my big sketchpad and writing out a mindmap of my battle book, as I did with my diss, I got a copy of Xmind software. This way I can have my mindmaps everywhere I am, and I can move things from one node to another without having to erase and rewrite. The resulting map for a smaller project (my honor in sieges book chapter) looks like this:

Mindmap of honor in sieges chapter

Mindmap of honor in sieges chapter

The map is fully searchable, you can add various ‘markers’ and icons, modify the formatting of each point, add images, create floating points (when you’re not yet sure where exactly they should go), and it automatically makes an outline that you can export (upper right in screenshot). I find it useful to see the big picture on a single page (scrolling and zooming in and out as necessary), and to quickly see the ‘shape’ of the argument and the relative amount of detail in each section, rather than flip between a dozen pages of outline and try to imagine how a subpoint would fit in a different spot.

Finally, my frequent reliance on timelines in my courses led me to take the plunge and explore timeline software. My über-efficient timecharts have their uses, but I don’t want to put that amount of effort into all sorts of chronologies in the dozen different courses I teach. Sorry, but the 20th century isn’t worth that much effort. And for my own research purposes, the more info in a given timeline, the greater the need to have the info quickly searchable.

Enter Aeon Timeline. Items are generally divided between Entities (people, institutions, technologies…) and time-defined Events. You can use different levels of precision for different Events, and you can place Events on various arcs, e.g. an operational timeline might include separate arcs for each theater of operations. Befitting the digital data, all entries and metadata are searchable, and the timelines are zoomable in both directions. You can add notes to each Entity and Event, and there are a few limited formatting options (with possibly more to come in future versions). So in the operational arcs I indicate the Allied sieges with a red font and the Bourbon sieges with a blue font; in the English politics arcs I use buff to indicate the Whigs and blue to indicate the Tories. You can import images, for example peoples’ portraits or even simplified maps of battles and sieges. You can also filter your results to show only a subset of the events and entities, based off of the metadata. You can also import in massive quantities of data in csv or tab-delimited, rather than use the individual event creation dialog box.

Aeon timeline

Aeon timeline: events on arcs

Further, you can define a Relationship between each Entity and each Event – e.g. an Entity might have one Event that was its birth, another its death, while another Event of that Entity (say, a person) might be that individual’s participation in a particular siege. This view is a bit messy in the Event (top) half of the window – you should primarily just look at the bottom half, in the Relationship view, which allows you to see all the events that each entity was involved with – and even how old the given Entity was, if you want. The developer promises to make this view more intuitive in future versions. And, if I were ever to make my own WordPress blog site (i.e. not use wordpress.com), I could export the timelines in simile format and post interactive versions online.

Relationships between entities and events

Relationships between entities and events

So that’s how I spent my Thanksgiving week, when not eating turkey, that is.

Devonthink Usage Scenario – Notecarding an image PDF

My post ideas are usually extremely long and involved, which means I have a few dozen drafts that aren’t finished. So I’ll take a different tack for DT and just include a series of short-ish post on how I’m using DT now, showing a variety of usage scenarios with screen shots. 1100 words isn’t particularly short for a blog, but it’s my blog.

Unfortunately nobody that I know of has come up with a typology of the types of notes one might take, beyond the barebones. So I’m calling this one the RTF-notecard-from-specific-page-of-image-PDF technique. Not quite ‘flying crane’, but I lack the Buddhist monks’ combination of wisdom and careful observation of the natural world. This post largely explains the process that replaces what I described in an earlier post, with thanks to korm on the DT support forum for the Applescript which I then tweaked.

Say you’ve got a PDF of a primary source without text (OCR doesn’t work) in DT. It could be a scanned volume of archival documents, could be an old book.

1. I open the PDF in a separate window, move and resize the window to fill more than half the screen, and zoom in to a comfortable reading level.

2. Start reading.

3. When I come across something that is worth taking note of, I take note of. Specifically, I select the page: either Cmd-A, with the focus in the page (not the thumbnails), or just drag across the page. You don’t need to actually select any text per se, which helps because there isn’t any text in an image-only PDF.

4. Then I invoke the New RTF from Selected Text with URL to PDF macro (Ctl-Opt-Cmd-P for me), as discussed in the aforementioned post. This prompts you to title the new document.

Name it and you have power over it

Name it and you have power over it

I overwrite the default (the name of the original PDF file), and instead use a substantive title, like an executive summary of the point being made, e.g. Tutchin says the French are morons. This popup window is really helpful because it forces you to make a summary. Remember that efficient note taking requires a brief summary, which relieves you from having to reread the same quote (possibly several sentences or even a paragraph) every time you need to figure out what it says. One of the most useful examples is how naming your files by summary makes it much easier to plow through Search results when you’re performing a needle-in-a-haystack search.

Impact of Naming conventions on Search results

Impact of Naming conventions on Search results (from a previous post)

In needle-in-a-haystack searches most notes aren’t what you’re looking for – you need a quick way to discard false hits. In many other instances you’re looking for a specific variation on a theme – you need a quick way to distinguish similar items. Thus, a summary title allows you to quickly see that a specific note isn’t on the right topic; it similarly allows you to quickly find a certain variation on the general theme of French stupidity, for example. Having columns to sort the search results by would also facilitate this.

5. After I’ve named the RTF note and hit Enter, I’m prompted to send it to a particular group

Select group (not tag)

Select group (not tag)

For the purposes of speed I usually just default to the Inbox by pressing Return and then use the Auto-Classify to help me process them (in the Inbox) in a single session. But you could, if you want, find the proper group (not tag however), and then that will be the default group from then on. Usually, though, the same PS will be addressing different topics, which would require navigating my 1000s of groups in that tiny little window. So I go for speed at this phase.

Then the code does more magic. It adds a link from the original PDF to the new RTF note (in the URL field, which is the blue link at the top of the RTF). This allows you to jump back to the original whenever you want. The code also copies the title of the PDF file to the Spotlight Comments of the new RTF field (Bonus material: I use the Spotlight Comments as another place to put the provenance info – that way if I ever need to cite a specific file, I can just select the record in DT’s list pane, Tab to the Spotlight Comments field, Copy the already-selected text and then paste it elsewhere). The code also opens up the new RTF in its own window (which you may need to relocate/resize), and pastes the file name into the content of the RTF file. I do that last step because the AI only works on alphanumeric characters within the file, not the file name or other metadata.

Original and notes side by side

Original and notes side by side

6. Now the blinking cursor is in the RTF, with the original image visible, just waiting for your input. You can make further notes and comments, or transcribe however much of the PS you desire.

7. Then you add additional tags or groups in the Tag bar of the RTF (Ctl-Tab from the content pane). You can also run Auto-Classify (the magic hat) if you want to move it to a different group, or have other suggested groups that you then manually enter in. (Remember that Auto-Classify moves the record to a different group, so don’t use it if you’ve gone to the trouble of already selecting a group in step 5).

8. When you’re all done with this single notecard, close it. Now you’re back to the original PDF where you left off. Continue your reading and repeat the process to your heart’s content.

9. If you send all your RTF notes to the Inbox, you’ll need, at some point, to go to the Inbox and assign the notecards RTFs to groups, either with Auto-Classify or by assigning your own tags. If you manually add tags to files in the Inbox, their file names will turn red (indicating there are aliases – aliasi? – in several groups). You’ll then need to get them out of the Inbox (reduce clutter) by dragging them to the Untagged group you’ve already created, then run the Remove Tags from Selection macro on the selected Untagged files.

Untagged

Untagged

All this may sound complicated at first, but it becomes second nature once you’ve done it a few times, and once you understand how Devonthink works in general. The busy work of opening and tagging and such only takes a few seconds per note – certainly no slower than writing a physical notecard.

Taking notes in Devonthink

Short post as I have several research projects that need to finish up before school starts in two weeks.

With help from some code on the DT forum (and my programming wife), I finally managed to come up with a smooth workflow for taking notes. I have literally 1000s of PDFs that I need to take notes on – a quote here, a paragraph there, my disapproval noted elsewhere. DT comes with an Annotation script that will create a new document (linked back to the original) that you can then take notes in. I don’t use it because (as far as I can tell) you can only have one Annotation document for each PDF. Since I am a member of the Cult of The One (Thought, One Note), that won’t work for me.

So as I would come across a salient point in a PDF, I’d do the following:

  1. Copy Page Link for the page of interest
  2. Create a new RTF
  3. Name the file with a summary of the point being made
  4. Tab to the Spotlight Comment and type/paste the citation info (even though I still use tabs for provenance info, I always include the cite info in the comments)
  5. Jump to the body of the RTF to type ‘###’
  6. Select this ### string
  7. Add a Link from that ### back to the original PDF page. It’s always good to have original (co)ntext at hand.
  8. Then start typing my notes.

Needless to say, this takes many steps – I made it a bit shorter with macros, but not short enough. Read More…

Oh yeah? Says who?

In several previous posts I’ve expressed concern about the pressures encouraging historians to soft-pedal or even minimize the evidence supporting their claims in their published works. In our current age of decreasing attention spans and declining academic books sales, there is growing pressure to eliminate the footnotes (or at least relegate them to annoying endnotes) and shorten the lengths of scholarly tomes by eliminating discussion of historiography and cited evidence. Some historians even counsel us to cull the evidence for our claims to a single example. What’s a historian to do?

Do we really need more than one example? Read More…