The Art of Note Taking in the Digital Age

Note taking is as ancient an art as any. There are hefty tomes on the subject of how to best capture and organize information in a swift and legible manner and courses devoted to the subject in colleges.

And yet, the most popular suggestion in our Skribit widget, which you can use to suggest articles for Lifehack authors to write, is on the question of whether to use digital or traditional methods of note taking. It seems that the mountains of existent information haven’t yet caught up with the modern age, addressing traditional note-taking methods, but altogether bypassing digital note-taking technologies and techniques and assistance in deciding which method of note-taking is best for the individual.

What do we want to take notes for?

There are all sorts of reasons to take notes, and it’s important to first look to these reasons in deciding which particular method of note-taking is best for us in the modern age. Different note taking needs demand different note taking methods and the importance of each of these needs to each of us differs drastically. University students and freelance writers both tend to take notes for different reasons.

What might you need to take notes for? Here’s a few I thought of (feel free to add your own in the comments):

  • Ubiquitous capture—a note taking system to help you capture ideas, thoughts and important information any time, any where. Note taking to ensure you never forget.
  • Retaining information from lectures and seminars—you can’t take a lecture home like you can a book, but taking notes helps to offset the temporary nature of verbally delivered information.
  • Problem solving—note taking as a method of sorting out the flighty thoughts in your head with a more tactile medium.
  • Visualization—visualizing complex systems and concepts with the help of diagrams and sketches.

While I’m sure I haven’t covered every conceivable reason to take notes, these are the things that come to mind as the most important, popular and common reasons for note taking.

Digital methods of note taking

Digital methods of note taking have grown in popularity over the last few years in particular. Applications like Evernote and OneNote have risen in popularity, with the former receiving enthusiastic reviews from many sites including this one and supporting many devices, including the iPhone. This makes it an excellent choice when it comes to ubiquitous capture.

The ubiquity of cloud-supported, multi-platform applications is not the only advantage to digital note taking. Your notes become indexable and searchable, which is infinitely useful in itself. And I don’t know about you, but I can type way faster than I can write with a pen—that’s either a product of the age we live in or the product of working as a writer who pumps out thousands of words on my keyboard each day, I don’t know. But I’m guessing that most of you reading can type faster than you can write, too.

Also, as users of Evernote on the iPhone will know best, dropping photos of whiteboards, business cards, presenter’s slides and the like into your notes is superbly easy—with traditional methods, you have to write out every bit of info you want to keep.

But digital note taking methods fall down in a few important areas; drawing diagrams, sketches and mind maps is usually impossible and where it is possible, by no means a pleasant experience. Feel free to drop me a link to an app that makes this sort of thing enjoyable, but I don’t believe such a thing exists. The obvious exception: tablet PCs. But nobody really wants to buy a computer that can take notes better than a laptop and do little else quite as well.

Any sort of visualization is limited when it comes to digital note taking, and not just when it comes to diagrams, but the ability to fashion text in any format not based on the paragraph.

Let’s go back to the list of reasons for note taking and see how digital note taking does:

  • Ubiquitous capture—digital is a winner when it comes to ubiquity, though you’ll need a few fancy—and often expensive—devices to make that ubiquity true.
  • Retaining information from lectures—digital wins here. Most people can keep up with the presenter far more quickly with a laptop than with pen and paper.
  • Problem solving—sort of. Problem solving often requires non-linear thought, and thus non-linear expression, but you can still flesh an idea out in paragraph or bullet form.
  • Visualization—not really; you need specialist, expensive equipment such as a tablet PC or even a graphic artist’s tablet to make visualization as a function of note taking work.

Traditional methods of note taking

The good old pen and paper has served humanity well for… well, a damn long time. Go back a bit further and you’ve got papyrus, wax, chiseled stone and all sorts of things. The reason most note taking literature panders to such methods is simply that such methods have existed for a long time. Nobody brought a laptop to take notes in a lecture ten years ago.

And while it can be slow, unless you learn skills such as shorthand usually only learned by journalists and professional note takers, and can’t be searched or snap an image in between blocks of text (without going home and printing one out and taping it in, which sort of defeats the purpose), it is flexible. You’ve got a blank sheet of paper before you, and you can mark it however you wish.

You can format text in strange and unusual ways, including the famous Cornell method of note taking, diagram, sketch and visualize in any manner you wish without obstructing. Many fans of paper-based note taking call it liberating, and not without reason. This is why the Moleskine has become an icon of frappucino-sipping hipster culture; those guys hate to be restricted.

There’s one other reason many people love taking their notes on paper. It’s never mentioned in a practical context, but I think it’s an important point to make. It’s tactile. Some people feel they can connect with their words more easily than they can with text on a screen when they create those words with a pen. And if that helps you process information, that’s great.

How do traditional methods of note taking line up with our list of reasons to take notes?

  • Ubiquitous capture—there’s no reason you can’t take a notebook with you everywhere, but there’s no denying that ubiquitous capture is far more easily achieved with digital methods (unless the idea to be captured is visual in nature). Packing a phone in your pocket is easy, taking a laptop everywhere is second nature for many, but lugging around a pen and pad isn’t always desirable.
  • Retaining information from lectures—if you can write quickly, write shorthand, or you’re good at really truncating information on the fly so you can get it down before the lecturer moves on, note taking in lectures is totally doable with pen and paper. But I wouldn’t do it; my hand would cramp up long before I caught up with what the speaker was going on about.
  • Problem solving—you’ve got free control of the page which is always helpful when it comes to non-linear thinking; map it out however you like. Writing with a pen also forces you to slow down a bit more, which is much better for processing information and coming up with ideas than the fast-paced world of typing. Paper wins when it comes to problem solving.
  • Visualization—digital note taking just can’t match pen and paper for visualizing concepts, whether it’s a diagram or sketch, or a good old mind map. Maybe one day things will change in this department, but it’s a clear win for paper.

The verdict?

The verdict is up to you.

Note taking is one of those things where the best course of action is totally dependent on what you need to do. Do you need to sketch ideas for your graphic design job? Go paper. Do you need to keep track of shopping lists, things you’ve got to do tomorrow and ideas for articles? Go digital. Need the benefits of both? Then go with both.

The pros and cons are lined up in a row for you here—the decision, I hope, is much easier than it was before!

  • http://www.munandu.com hilko

    One point about paper note-taking that is very important is that apparently it works much better for retaining information. I wish I could add a link, but I’ve read a number of articles that explored the differences between digital and ‘analog’ note-taking, and the latter always turned out better for actually remembering what you wrote.

    It does intuitively make sense, though.

    You’re forced to think about what to write, as you can’t write stream-of-conciousness along with the lecturer. You simply don’t have the time. The other reason has been touched on briefly in this post: note-taking on paper is more tactile. And apparently this also affects the way you remember the information.

    So basically, it might actually be better to use paper for writing notes while listening to a lecture. If not, you have to really make sure that you go over what you’ve written a few times to remember it all…

  • http://timelesslessons.com Valeria | TimelessLessons

    It’s all about backpack for me. The way the pages are organized could look a lot nicer but I haven’t found a better way to organize different types of information all in one place.

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  • http://tools-for-thought.com Andre Kibbe

    If I’m working out ideas, it’s usually on MindManager. With the new version 8, it’s better than ever since it has an embedded browser pane for IE, Word or Acrobat. The holy grail would be to blog in WordPress using that pane while mind mapping in the main document window. But while I can access my WordPress admin page, I get an error when I click on the “Write” link.

    But for ubiquitous capture, I almost always do it longhand as a reflex. If there happens to be no paper around, I have a hotkey mapped to Notepad. I wouldn’t want to use a more heavyweight app.

  • Paul Cullen

    I know that I prefer to capture information electronically with my laptop or iPhone, however there is the problem of tradition. Senior colleagues are skeptical that laptops and phones are being used for the purpose of information capture. I agree if I had my laptop at a seminar that was making me snooze I’d probably check my mail, but if the information presented was useful I’d be able to collect information snippets more efficiently and find/access them more easily later on.

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  • http://www.adriantry.com adriantry

    I find that note taking assists memory, too, I don’t know how many times I’ve written something down so that I don’t forget it, and haven’t had to refer back to my note. But I’m certain that I wouldn’t have remembered the facts (date, address, phone number) if I had not written them down.

    I’m a big fan of outlining and mind maps as a way of structuring my notes and seeing connections between facts.

    While I enjoy traditional note taking, virtually all of my notes have been taking in digital form for a very long time. My hand writing has suffered considerably as a result!

  • Peter Toelke

    Spend 5 mins reading but didn’t learned anything new…
    Best way to organize your time: Don’t read these “repeating old rubbish”- articles.

  • http://joelfalconer.com Joel Falconer

    Valeria: I applaud you; I’ve never been able to go the whole hog and use only web-based services. Always gotta be an app option for me. ;)

    Andre: MindManager is a great program. Definitely makes creating mind maps almost as easy as it is on paper; if only we had apps that made it just as easy for other sorts of diagrams. All the ones I’ve had the pleasure to try have been pretty poor.

    Peter: This article’s intention is to do one thing: answer a question that several hundred people asked of us. If they already knew this, then they already had all the information required to answer their question, no?

  • http://www.tenero.co.uk/products/ Andrew

    I’d beg to differ on digital mind mapping tools being frustrating to use.

    Although I agree many existing products are indeed awkward and slow, I’ve created an application for iPhone called iBlueSky that is designed to make the process as slick and streamlined as possible. Give it a try and let me know what you think.

  • killerog

    I don’t agree with you on the tablet pc though, I’ve never found another type of laptop thath weights under a kilogram and that you can hold with and work on with the other one in a crowded bus :)

  • kyle5434

    As an alternative to the pocket-sized Moleskine, I’ve adopted an almost identically sized index card case I picked up for a few bucks at Office Max.

    http://www.fotodemo.com/temp3/oxfordnotecase.jpg

    It comes with 25 vertically ruled index cards – I usually keep 2-3 vertically ruled cards, 7-8 regular ruled cards, and a couple of grid-ruled cards. Besides being much less expensive than the Moleskine, one advantage is that you can easily write down info and give it to someone.

    I alsomost always have it in my back pocket, and I keep a mini fine point Sharpie in my front pocket.

  • http://frugalnyc.blogspot.com FrugalNYC

    Boils down to paper and pen vs electronic capture. I use my pda, blackberry, for most notes. I do so on loose paper as well, but I tend to lose them from time to time. Perhaps a moleskin or pocket notebook for me.

  • eoh

    hmmm… cute dilemma.

    The answer to get it all in one digital “trusted system” (which is far more superiour in the long run for it’s searchability and sustainability):

    Scan the paper notes. Ideally: allways have a notebook handy with a fixed easy format and have a scanner which easilly handles that format. Take notes during the day and at the end of the day scan them into your inbox….very GTD :-)

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  • Tom

    Occurs to me that if the only problem with going digital is lack of a free hand drawing capability — why not bring a simple, small tab of paper and photograph it?

    Works for the white board, right?

    My only complaint in any system is that I don’t stick to one and only one. This idea is the closest I’ve come to doing just that. Evernote rocks!

  • Kyotocutie

    The real question for me isn’t how to capture, but WHAT to capture. I have the tendency to want to write down everything said, which just means I end up behind, or with reams of notes for something simple.

    When I do take notes, though, I LOVE Circus Pony’s Notebook. Comfortable for those of us who grew up with pen and paper, but makes an instant index of all your pages and is searchable in a high-tech way. If you don’t have your lappy, you can always pen and paper it, then scan. PDFs (as well as regular pages) in Notebook can be annotated with text, highlighting, and sticky notes/flags.

  • http://www.gtdagenda.com DanGTD

    I like Google Notebook, but it’s usually for notes that I wil keep for long time.

  • david

    I use a Digital Pen – combined with my BlackBerry. Notes can be searched on the BlackBerry or online (ith PDF download of pages/books)
    http://www.intercity-comms.com/DigitalPen.html

  • marcwomm

    Hi.
    I believe it highly depends on how you have structured your life.

    I personally love Digital and also HandWriting.
    So, I use Digital (MonkeyGTD) in the office as I have my laptop with me most of the time. If not, then I have my Moleksine for note taking with me.
    Outside of work, I use Moleskine only. When I am not in the office, the PC is mostly shut down and with my Moleskine I still have access to all my notes. Currently I keep 2 Moleskines, a large lined one for my hand made Diary which is started from the beginning of the book and my Journal for my personal entries which I start from the back. At some stage both will meet in the middle and it’s time to start a new Moleskine. I also use a Pocket Plain for when I am on the road for quick note taking and adding reminders.

  • Tebo

    iBlueSky offers a compelling mind mapping product for the iPhone. It is very intuitive to use.

    It still doesn’t offer all the features of a desktop mind mapping tool, but it is great for the iPhone.

    I personally hate paper. I hate writing on it and prefer reading electronic media. It’s partly generational ( I am 24) and partly professional (I work in IT).

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  • boots

    Joel, have you heard of the Livescribe pen? It digitizes everything you write and records audio alongside it. You can tap something you wrote on the page and it plays back the audio recorded when you wrote it. The downside is you have to use their special paper. The upside is, all your notes can be stored on the computer and linked to audio. Now, if it only came with a camera…

    Disclaimer: I don’t work for livescribe, and I don’t own the pen. But I am very tempted to buy one.

  • Bryce

    Joel,

    Your article is very thoughtful and I understand exactly what you are talking about with the computer’s lack of help in taking down notes of diagrams and such.

    Boots mentioned the Pulse pen which I looked into as well. It takes care of all four of your note taking reasons and creates a marriage between pen and paper note taking and computer organization. It’s like the best of both worlds.

    It has a built in camera and two mics. With the paper its built for it links audio to your written notes like boots explained. I know boots said the downside is the special paper, but shortly they promise to release an update that allows qualified printers to print their own paper as well as a transcribing service.

    They also have a coupon code Scribe5A03 that will save you 5% off at livescribe.com

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  • http://ff-webdesigner.de/ ff-webdesigner

    depends on the art of information…
    for example notes that should be seen by others or that should be seeable for longer periods have to be digital.

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  • http://www.momentum-mag.org Justin Long

    One thing I’ve been exploring is the SolidTek digital memo pad. It uses a wireless pen to transcribe notes, which you can transmit via USB connection to a computer. Doesn’t need special paper. I’ll be checking out the other things too. Link: http://www.amazon.com/SolidTek-DigiMemo-692-Digital-Notepad/dp/B0009OD4CS. I think its about $125.

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  • http://www.mightynotes.net Rich Goidel

    Although I work in the web industry and am entrenched in all things digital, I’m convinced of the benefits of manual note-taking, especially in a business context. So much so that I developed a system for it.

    Check it out here: http://www.mightynotes.net

    Would love any feedback!

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  • Person

    LiveScribe.com

    I’ll be buying this as soon as I get out of this financial mess that I’m in.

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  • Tina Ting

    I take notes using my laptop in class – and I found a great tool for this! The site is called ayenotes and it allows you to take notes online. The cool thing about ayenotes is that it takes all of my frequently use abbreviations and expands them to what I want them to mean. This way I can put down notes much faster than normal and yet have readable notes at the end of the day I can share with my friends. Since its online and it saves automatically, I can access them everywhere – even when I forget my laptop somewhere. I just use the library computers to look up my notes online.

  • http://egoist.blogspot.com/2009/03/pulse-smartpen.html Martin Lindeskog

    I am fond of the Field Notes note book. I recently purchased a Pulse Smartpen (1 GB) by Livescribe. I will write about my experiences in my daily work-life with this digital pen with a recording feature.

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  • http://www.cloverfield.com.au Adrian

    I also like Field Notes note books and currently prefer manual note taking over any digital alternative. My particular note taking technique (the Br Bennett technique) can be found here: http://cloverfield.com.au/the-art-of-note-taking/

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  • bgibson135

    I have an Evernote account, but could just as easily use email to take notes and publish to a WordPress site.  For about $20 a year, you can get an additional 5GB of storage for your free WP site, and this allows you to upload mp3 clips.  So, my email notes could include text, images (of items or handwritten notes) and/or audio notes.  The Wacom Inkling might be something to look at.  It is for drawing.  But what are handwritten notes, but drawing in repetitive shapes?  Eventually, this system could connect in “real-time”.

  • http://www.facebook.com/profile.php?id=664228855 Yehudit Hannah Cohn

    I say this in good spirit: I had to laugh when I read your comment about manual notetaking in lectures–it wasn’t that long ago that writing by hand was the only choice, and somehow, we managed, and often, without handcramp. Because I spend more time typing now, and less time writing by hand, I find that my hand cramps much sooner than it once did. Mind you, I have no problem with digital methods; it is more that your comment made me feel, well, old!