The Nodal Exercitant (On using org-roam and contemporary zettelkasten practices)

Late last year I returned to a more regular reading-and-writing practice following a two-year hiatus from when I left academia. Before that, in the summer, I read up on the recent interest in note-taking systems inspired by Niklas Luhmann's zettelkasten, or slip-box, his boxes of interlinked note cards through which he did all of his academic work. I first encountered Luhmann in an undergrad seminar in 2010. I read a bit about his slip-box then, but didn't implement it. This year, I've adapted it to my post-academic writing practice, and, as I'll get into, I've adapted to it. In this post I go over how I write today, including the tools I use and how and why I use them as I do, as well as some criticism of zettelkasten discourse.

How I write

Writing Software

I write in plain text .org files (a markup syntax called "org") using org mode in GNU Emacs. Specifically, I use Doom Emacs because, one, before writing in Emacs I used vimwiki and enjoy Vim's modal editing (Doom installs evil-mode by default with a bunch of great key mappings), and, two, it makes running a quick, feature-filled, and nice-looking configuration of Emacs relatively easy. As you would expect from working with plain text in a text editor, there is very little interface, just a statusline at the bottom and the Ivy swiper that appears in part of the bottom of the frame when performing a search. And since Emacs is an interpreter of its own LISP variant, you can write and run code that modifies your setup on the fly. (For example, here's a discussion on the org-roam discourse forums discussing code that opens the org-roam side buffer's list of backlinks with contents folded.) Here's my config (the main file is lit_config.org, which provides an example of how org mode supports literate programming).

For a while I used several of org mode's features like the agenda and calendar. I even did inline LaTeX for all my homework in a math class once. Its integration with pandoc for exporting to other file formats allows me to write longform pieces in Emacs before finishing them up in LibreOffice or just converting to a PDF. Writing longer pieces using org's structured text (nested headings) with evil-mode for a Vim-like experience and quick access to all my existing writing with ripgrep-backed fuzzy search is awesome. I can open up multiple "windows" (these are split panes in the same application "frame," not separate application windows), including multiple windows to the same file, and navigate a list of open buffers without having a bunch of tabs or a filetree explorer cluttering my view.

Another detail that writing in a markup syntax like org in a text editor encourages is one sentence per line. You can even break up a sentence into multiple lines. It'll all get placed into the same paragraph when exporting to a word processor or PDF. This facilitates the adage that writing is rewriting because it chunks it up into manipulable units. Holding Shift+Alt and pressing a directional key (the arrows or J/K), I can move sentences up and down; holding Alt, I can move paragraphs. That's nice, but the main benefit in my experience is seeing the sentences with a bit of visual distinction.

These days I mainly write using a plugin called org-roam, inspired by Roam Research, which provides a basic zettelkasten function: namely, a list of a node's backlinks (i.e. other nodes that link to it). (Aside: org-roam uses the term "node" where most zettelkasten tools use "note." I prefer "node" because it is more generic.) It uses a sqlite database to support its own linking system (org mode already supports links) and search. Since everything is rooted to unique IDs, it's possible to change the titles of nodes without either worrying about the underlying file name or needing to update all the backlinks. Each heading in an org file can be tagged with additional metadata, including tags, an id for org-roam's database, and aliases (i.e. alternate titles). So a single file can contain multiple such nodes, and opening an org-roam node within a file will take your cursor to that heading. I can see this being useful for people who want to keep sequences of nodes together or to have a more traditional category file structure that encompasses without interfering with the networked organization of a zettelkasten.

Finally, I sync my writing between machines using git, which of course can be run within Emacs with magit.

Creating a node

When I have an idea or want to make note of something, I typically start by writing it down by hand or on my phone in dynalist. If it's in response to something I'm encountering for the first time—a film, a book, whatever—then what I write will be brief. It needs to be enough to serve as a point of departure for writing but not take so much of my attention that I lose focus on the object. (I'll return to this later.) If I'm not actively consuming something, then I'll write more, a few dozen to a couple hundred words, I'd guess. Later, at least once a week, but it's better to do so more frequently, I type them up into a longstanding org file I use for this staging work. Each node gets its own heading, and the headings make it easy to split nodes and nest others. When I'm convinced that what I'm writing will become an actual node in my org-roam database, then I use a keyboard shortcut to create an id for that heading. Keeping them together is helpful for figuring out initial links between nodes. Another keyboard shortcut extracts the heading and its content to a new file named after the heading, which becomes that org-roam node's title. I only extract a node to a new file once it's been linked to the existing network.

Having this single file for processing notes into nodes is crucial for me because otherwise I'd forget about them. I have another file that lists links to a handful of nodes, organized by topic, which I can use as a starting point from which to traverse the network. More typically, I search the list of node titles for one that I either already have in mind or that probably matches what I'm wanting to think about. When I can't find it, I'll do a fuzzy search of my entire repository.

The most important and challenging part is creating a node that I'm happy with. A node needs to be focused to the point that any other nodes that link to it are referring to the same thing. If Node A points to Node C's first half, and Node B points to Node C's second half, then chances are Node C should be split into two. Such a splitting often occurs when I'm initially writing a node. Another way to think about this is in terms of the title. A node needs to be focused to the point that its title expresses enough of its content that I can read the title and decide whether to read the full node in order either to add a link to it or to navigate to it. A title can be long, to be sure, but it's easier to work with a node when its title is on the shorter side. Mine typically range from four to sixteen words, with most being in the ten to twelve range. This soft requirement is the primary constraint of node creation for me. From that constraint, I'm better able to maintain past thinking in dialogue with novel thinking.

Changing habits of writing

Restricting a chunk of writing to contain only what is expressed by its title—indeed, even creating a unit of writing with a title—goes against years of how I took notes as an academic. I would take detailed notes on a text, producing a collection of personal indices, summaries, and arguments, often expounding on some point for many hundreds of words. These notes would be saved in a single file named after the author and text. I could then directly lift these summaries and arguments into a writing project or refer to them in seminars. Since I tend to associate arguments and ideas with the objects that prompted me to make/have them, I had no problem relocating what I had written. On occasion I wrote standalone notes ranging from a few hundred words to a couple thousand. Perhaps they should be called "little drafts" instead of notes. These, too, could be slotted into an article or dissertation chapter. Since I was always working on multiple projects at different stages of completion, I didn't forget about these references and little drafts because I frequently recalled them.

It took me a while to learn to write linkable nodes. They differ from how I used to write in two ways more fundamental than length. My preexisting writing habits produced records of /thinking through something (that's the first way) for the sake of coming to understand or for an ongoing project (that's the second). Nearly everything I wrote was in publishable prose—not necessarily the greatest quality, but intended to be read as a monograph nonetheless. What I wrote therefore referred to other things, often by inclusion: it rehashed definitions, combined observations, began one analysis that grew into another. My notes, these little drafts, were trains of thought. By contrast, a Luhmann-style note records a single idea or statement. The linked structure of the slip box, the threads, as Luhmann called them, merely implies thought. Thinking is what happens when traversing the slip-box. An actually written work conveys the intention of thought. A note should store an element for thinking and not the process whereby it was produced.

From this perspective, my notes writing was a combination of conventional note-taking (i.e. a personal index of references) and exploratory first drafts. The potential problem is that writing little drafts for notes can obstruct the referential plenitude of linking to others. So when I write that way now, I then take an additional step to extract relatively self-contained claims or ideas. Requiring that a new node link to the existing network helps to clarify what precisely a node ought to express. There isn't a trick to this beyond consistently practicing it. It started to feel comfortable and productive rather than a chore after a month or so. (I'll show some examples after the next section.)

Atomic means contained and dispersed

Thus, the whole node-writing process revolves around what "relatively self-contained" means. I strain against the precept of one idea per note because ideas are meaningless in isolation. Indeed, everything is meaningless in isolation—nothing is in isolation. It's like an intellectual productivity-hack version of "the doctrine of simple location," which presupposes externally related inert substances (Whitehead Science and the Modern World, 58). And it's neither how I think nor, frankly, an interesting way of doing intellectual work. The separation of an idea's production from the idea itself, and the further separation of an idea from all those it's not but which thereby determine it—these separations are abstractions, and if you want to work with an idea then you need to be able to return from the shorthand separateness to the concrete reality, the details and negations that make the idea what it is. Abstractions are useful until they detach from the conditions of their production and become "predatory" of those who think them and stand in for the concrete whole whence they came (Debaise and Keating).

A key skill in expert-level work is the facility of transferring between grades of abstractions. Contra Sönke Ahrens (who popularized Luhmann's zettelkasten in his book How to Take Smart Notes), details do not get in the way of thinking. Anyone who limits their creative intellectual work to "the gist" is liable to commit a fallacy of misplaced concreteness.

One popular term for single-idea notes is appropriately an "atomic note." Christian Tietze (one of the co-creators of zettelkasten software The Archive and corresponding forums over at zettelkasten.de) refers to "the principle of atomicity" in a post from September 2013. In practice, atomicity is often presented as implying short and simple. In a follow-up post, Christian's business partner Sascha Fast rightly criticizes the assumption that atomicity means short and simple. (Actually, he says it most clearly in response to someone on the forums, which I've failed to relocate.) I also appreciate his dissatisfaction with how some of the higher-profile zettelkasten users/proponents write notes that are just the title. Luhmann, too, wrote very sparse notes, often in his own shorthand. Sascha calls these collections of such notes "prompt machines" because the thinking happens outside of the notes, which entails that the writer must have a strong grasp on the subject matter independent of their zettelkasten.

The assumed simplicity of a note is indeed a problem with the one-idea-per-note style against which I have reacted. But I think Sascha misses how Luhmann's identification scheme (so-called "Folgezettel" or sequence of notes) belies the apparent condensation and isolation of his slips:

[Daniel Lüdecke] claimed that Folgezettel is essential to a Luhmannian Zettelkasten. My counter-position was and still is that the whole reason to use a particular numbering scheme was to enable direct linking, since Luhmann self-stated:

"With this technique, it is not important where you place a new note. When there are multiple options, you can solve the problem by placing the note wherever you want and creating references to capture other possible contexts." (My [i.e. Sascha's] Translation)

I think that Sascha has conflated two senses of "where." For while it does not matter where physically in the many slip-boxes a note goes, it does matter where formally it goes due to the identification scheme. Luhmann's numbering scheme is important because of how it conditions the creation of notes in a linear sequence, which is in addition to affording arbitrary linking to other notes. It enables one to "find the original textual whole easily" despite "that the originally continuous text is often broken up by hundreds of intermediary slips" (Ahrens). This breaking up of continuity is due to the physical placement of offshoot cards between other connected cards. For example, between notes 9/1a and 9/1b, there may be an intermediary sequence 9/1a1 through 9/1a5, and so on. Thus, in order to understand a note, one must take into account its position within its sequence and within any other threads established by links.

I prefer to think of a node's atomicity in terms of indivisibility and position within the system. A process is indivisible when it cannot be split or have a part considered in abstraction without destroying that process altogether. Indivisibility does not preclude complexity or multiple ideas/statements. The emphasis is on synthesis over analysis, which synthesis comprises the details of the node's writing as well as its links. Instead of atomizing (decomposition to an idea's essence), I think of atomization (realization of a fact through a decision about potentiality).

Some Example Nodes

A single node might only be linkable to what precedes it and follows it, yet it makes sense to keep it separate because those other nodes may link to more than that sequence. Looking at one of the nodes I opened to write this post, the (16-word) title is "Luhmann's productivity may have more to do with sustained attention than to the slip box itself," and the main content is 150 words, followed by a simple forward link to a note of 95:

Based on my own experience with writing in a qualitatively and quantitatively productive manner, I suspect that what was key to Luhmann's prodigious output had as much if not more to do with his continuous stream of ideas and questions and themes than with the particular technical organization of his notes. I do not mean that the slip box had no impact but, rather, that its shape was secondary, that it served to support the primary task of thinking through reading and writing. Luhmann was always already extending his extant notions, such that a linked note was already in mind if not already established when beginning to write a new note. This requires quite a bit of mental upkeep, which is easy once you have inertia (and work as much as Luhmann did), but which can present a barrier to writing if you have been away from or have paused your practice for an extended period of time.

By contrast, GTD-inspired zettelkasten methods might miss the key to Luhmann's workflow.

There are two backlinks: "the ethical distinction's self-concern is an ascesis of attention" and "zettelkasten method is a way to always be working on a piece of writing."

The framing of a link in the current node's context is crucial for me to split the difference between continuous prose and indivisible, relatable nodes. In the second backlink mentioned, the framing of the link is a quarter of the length of the main node content; it's half that if you count the link's text. Here's the full node, with main content first and then the contextualized link:

The zettlekasten method is a way to be always working on a piece of writing even when you do not have a specific project in mind. Thus when taking down notes, one ought to have in mind, perhaps only subconsciously, some note or theme in the zk. This may even mean that the note or theme is intended to initiate a thread, to fill a lacuna in the slip box. Once one has a writing practice underway, the zk is always "open" so to speak.

The zk is therefore more of a dynamic, material anchor for one's intellectual life than a machine one must fuel and withdraw from: Luhmann's productivity may have more to do with sustained attention than to the slip box itself.

Sometimes the node title is enough context, as can be seen in the other backlink mentioned: Some might break off the second half, at "Against the modern valorization," and then again the definition of "reform," both into their own nodes. Maybe I will at some point, but at the moment, those lines contribute something essential to the claim about self-concern as a disciplining of attention. It clarifies an attention "toward one's own form" as "reform," and in particular as a reformation of one's defining patterns.

An askesis of node creation is an associated milieu for thinking

Why bother with this method? First and foremost, the circumstances around my writing have changed. I no longer read and respond to what I take in with a motivation to publish, deliver a talk, or teach a class. Crucially, I largely depended on an object to prompt me into writing. Once I was in the midst of a project, I could usually count on myself to worry away at it. This workflow demanded, at least it did for me, a lot of uninterrupted attention. Writing was itself what interrupted me: from reading or considering some object of analysis. My writing happened in media res. This meant that my attention to an object was frequently interrupted by discursions.

Yet those motivators did express the deeper purpose of critical writing: to think. What is it we do when we think? We occupy a different place than ordinary, practical life. We entertain a theoretical attitude that is an open-ended training regime requiring frequent honing and straining of one's sensitivities to what experience comprises including, crucially, those forms that are coextensive with experiences of reason. This different place has increasingly coincided with the creation of networked notes. The techniques just discussed carve out an intermediary environment to support the form of life being practiced. Thinking is itself an "associated milieu," what Gilbert Simondon calls the support system that enables a relatively abstract technical object to function. It subordinates some of the wider natural world into forms appropriate for the functioning of that technique. Whatever its domain, the practicing life consolidates otherwise incompatible or inefficient resources into a structure that is ready-to-hand for virtuosic performance.

Peter Sloterdijk explains that the fundamental exercise of the theoretical attitude is the preparation of language for expressing truth. "Thinking persons are transposed to a sphere dominated by a single exercise: to clarify the meaning of words, sentences, and sequences of phrases we may speak when we want to say something true" (Sloterdijk, The Art of Philosophy ch.1). This is, essentially, a Platonic definition of thinking activity, of reasoning, in that it aims toward knowledge (episteme) in direct opposition to opinion (doxa). (This isn't the setting to explore what is meant by "truth." So suffice it to say that the sense of truth here is not to be constrained to judgements of whether a proposition corresponds to empirical evidence. Following Whitehead, I am inclined to open up the goal of thinking from "truth" to "interest" and its basic operation from judgement to entertainment. But I'll stick with the term "true" because it denotes the critical side of rational speculation, whereas "interest" can be conflated with flights of fancy.) Thinking works over language and through it in order to mean truthfully. To mean is to intend, to direct oneself toward. Thinking is thus fundamentally a process of orientation; the thinker orients oneself toward the true. This orienting process is less a turning around—as if the philosopher or critic merely turns their attention away from the false and toward truth—than it is a cultivating of the terrain that makes expression as such possible. (Though there is good reason to connect thinking as orientation to turning in the sense of a conversion.) One can think of gravitation and imagine the repeated exercise of thinking as shaping those forces of attraction so that when one moves, one's movement is directed by the modified curvature of the spatiotemporal relations rather than by a spontaneous force of will.

Writing as thinking is a practice of transforming habits of linguistic expression to tend toward truth. Such transformation includes the transformation of the words themselves, as they are part and parcel of those habits of expression. "To clarify the meaning of words, sentences, and sequences of phrases" is not a one-sided affair, whereby the thinker becomes better able to make sense of static phrases. It is a process of customizing language, of creating new language. When we keep in mind that to mean something true or interesting is to direct thought outward in a particular direction, the vector character of these thinking exercises comes to the fore. What is meant is separate from what is actually put forth. So while thinking may occupy another place, it cannot be solipsistic or self-contained. Knowledge, as a lived practice, requires perpetual reproduction and novel creation. This demand on language by thought is, for instance, of central importance to Whitehead's process philosophy. In order to construct a cosmological scheme on a radically revised basis relative to substance-based philosophies, Whitehead had to contend with the basic subject-predicate structure of language that has conditioned Western philosophic speculation since Aristotle. "Words and phrases must be stretched towards a generality foreign to their ordinary usage; and however such elements of language be stabilized as technicalities, they remain metaphors mutely appealing for an imaginative leap" (PR 4). Since thinking goes hand in hand with the symbolic reference (to generalize from written language) that serves as its medium, it is better to speak not of the demand on language by thought but of the demand on past thought by novel thinking. Writing consistently in the same milieu enacts that demand as a mutual provocation between different events of thinking.

Exercising these techniques have allowed me to respond to my new circumstance of performing criticism explicitly for the sake of self-formation rather than professional output and performance. Creating nodes with their attendant requirements rather than taking notes with a haphazard structure is fundamentally about training myself to think in a deliberate and timely manner. Instead of writing with a mind toward some public-facing output, I write in a way that encompasses the demand on past thought by novel thinking. I now take fewer notes while reading (or watching or playing, etc.); and when I do take a note, it's brief, just enough to serve as a point of departure for later. The idea is to come back and write as a dedicated activity. Instead of producing a running log of notes in parallel with the object encountered, and instead of preparing material to serve some external motivator, the nodes themselves are the work. Their purpose is to be engaged with in the service of creating new nodes and new connections.

The shift in prioritization—away from intermediary texts to sustained provocation of further thinking—fosters two practical disciplines: a discipline over attention and a discipline over motivation. Writing now occurs in its own time, separate from the encounter of another's work. Even when I return to a full passage in a book or review a scene in a film, I do so with the order of attention inverted to how it was during the encounter. The object no longer dominates the flow of experience; instead it is the composition of notes that shapes my experience of the object. To digress from a work too early often means making unnecessary work for myself. I end up writing things that, had I followed the object to its conclusion, I would not have felt the need to write at all. In other words, when I do resist the urge to write digressively, I often find my question answered, my confusion undone, or my analysis complicated. This temporal separation of concerns also decouples the motivation to write from the immediate response to what I am consuming. If I am able to ground my writing in the notes I quickly take while consuming something as well as in existing notes I have created previously, then I expect I will be more capable of prompting myself to write when I want to write as opposed to when something fortuitously provokes me to do so.


4575 Words

2026-05-20