no.25. STOP Losing Notes

Always Find Notes with Retrieval Mechanisms

Edition no.25. 16th May, 2024

"Where the f*** is that note?”

“WHERE THE F*** IS THAT NOTE!?” 🤬

“I CAN'T BELIEVE THIS. I must have saved it somewhere…”

Have you ever felt like this (↑) before?

Well, this Letter is for you.

If you can't find your notes, you can't use your notes.

And this is a big problem, I understand.

But don't worry if you have a problem finding notes… Today we'll solve that problem.

I have a solution for you.

I literally wrote a Master's Thesis (and 2 scientific articles) about connecting notes with AI, and I decided to create an organization system for my notes designed specifically for Tana.

After profoundly studying the Building a Second Brain (BASB) methodology (and teaching it to hundreds of people), I decided to get what resonates and create my own organization system.

I consider it to be an evolved version of the PARA Method.

It presents a new paradigm to organize notes, based on networks instead of folders, where notes can belong to different places at the same time.

Just like the ideas in your mind.

Let me show you how it works…

💬 Quote: Retrieval

In reality, information that cannot be reliably retrieved is not really being stored.

– David Deutsch

This is the foundation of any organization system.

If you can't find information, it's not there.

Retrieval becomes a top priority in ANY information management system, otherwise you are just gambling.

IMPORTANT: Retrieval is important for humans AND for Artificial Intelligence.

As stated in a previous letter… Intelligence does not exist in a vacuum. (Artificial) Intelligence depends directly on the data you use.

Make AI's work easy.

Make your knowledge easy to retrieve.

“How?” – You ask.

Create a Network of Knowledge with Retrieval Mechanisms.

🖼️ Images: Retrieval Mechanisms

Retrieval Mechanisms are used so that you can retrieve notes exactly when you need them.

They are made of Fields and Searches.

Think of an important piece of information you want to retrieve.

Now, here's how Retrieval Mechanisms work:

  1. Add Retrieval Fields to the supertag that you want to retrieve.

  2. Add Retrieval Searches to the supertag where you want to retrieve it.

Let's look at how this works.

1. Retrieval Fields

Retrieval Mechanisms work with 5 different Fields:

  • Projects: Outcomes you're committed to.

  • Areas: Roles you play in life.

  • Sources: Books or courses the note came from.

  • Topics: General topics you're interested in.

  • Action Zones: Places where you take action.

These fields cover the different places where you would want to find notes.

IMPORTANT: I use the #note supertag for everything! It has the Retrieval Fields built into it, which means I can reliably save (and retrieve) everything.

#note supertag has Retrieval Fields which map to other supertags

The main question you are asking yourself here is:

❓ Where do I want to find this note later?

The answer to this question will guide you to fill in the fields in the #note supertag.

Each of these fields sends the note to other places in Tana, represented by the respective supertags.

Fields are configured so that you can easily chose appropriate destinations. For example: start typing a project name, and project suggestions will appear.

Filling in the Project(s) field.

Also keep in mind that you can assign the same #note to multiple places.

For example: a note may belong to a Book (Source) you're reading, while also belonging to a Content (Action Zone) you're writing, and an Area in your life, all at the same time.

Note belongs to multiple places

By now, you're probably asking yourself…

How does this connect to the Searches?

2. Retrieval Searches

Retrieval Searches collect #notes at these 5 locations:

  • Projects: Outcomes you're committed to.

  • Areas: Roles you play in life.

  • Sources: Books or courses the note came from.

  • Topics: General topics you're interested in.

  • Action Zones: Places where you take action.

Each Field is associated with a supertag.

In each of these supertags, a Retrieval Search is created to retrieve all the #notes that were assigned to this supertag.

These supertags represent the places where you actually retrieve your notes.

These are places where you will TAKE ACTION.

The Retrieval Mechanisms are oriented towards execution.

Find your notes → Execute on your notes.

For example: In this exact Tana Fis Letter which I'm writing (Always Find Notes with Retrieval Mechanisms), I can easily find all #notes assigned to this Action Zone, and execute on them.

#notes being retrieved with a Retrieval Search

📄 Note: Action Zones

Action Zones

Action Zones represent any clearly defined category where action is taken.

They are meant to connect your notes directly to where action happens. It's similar to what RJ Nestor refers to as 'bins', which are containers for tasks.

Action Zones are similar to active responsibilities, but with more granular ramifications.

Consider the first 'A' in the PARA Method, Areas.

Areas are ongoing responsibilities, but if you consider every single ‘ongoing responsibility’ at any given moment in time, that can easily become overwhelming.

Each Client you have can be considered an Area, same goes for each Product you sell, or every Tool (Software) you use.

All of those are ongoing responsibilities, and may demand action.

But we can all agree they are slightly different than your Romantic Relationship, or Health.

With that in mind, I consider Areas to be the major Areas in life, while Action Zones are used to collect other types of responsibilities, such as clients, products, and tools.

Instead of creating a new field for EACH of these categories, I decided to group them all into Action Zones.

This way, one single field can handle several different categories.

The following are what I consider to be Action Zones:

  • Clients

  • Contents

  • Products

  • Tools / Software

  • Etc.

You can easily expand this list by extending any other supertag with the #action zone supertag.

❗️ SPOILER: The Retrieval Mechanisms discussed in this letter will be available for purchase VERY SOON in a Tana System near you.

I can't reveal much about this Tana System yet… 🤐

But I can tell you that this is a very powerful system in Tana that I've been building for over a year. It includes the Retrieval Mechanisms and several other PKM mindsets and concepts.

And of course, it integrates seamlessly with AI, following the research that I've been doing on AI and PKM since 2021 (more info below).

🔗 Link: Published Article

Creating Knowledge Connections for Personal Knowledge Management

Last week, my research on AI connections for PKM was published with Springer Nature Computer Science!

If you want to know more about the Field of 'Topics (AI)' that appears as one of the Retrieval Mechanisms, you can read the article to understand the methodology behind Topics.

Topics are equivalent to the Concepts in this article, they are automatically identified by AI and used to create a Network of Connection between your notes.

Here is the link for reading: https://rdcu.be/dHn5M

Hope you enjoy!

Thank you for reading!

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See you soon, my friend!

Cheers and be well,

Fis