Best Note-Taking & Personal Knowledge Management (PKM) Setup for Busy Professionals

Summary

本视频深入探讨了个人知识管理（PKM）的重要性，并介绍了三种工具：Readwise Reader、Tana和Roam Research（Heab Base），它们在信息流和行动转化中的作用。视频解释了浅层思考和深层思考的概念，并通过信息流展示了如何将信息转化为行动。强调了不同工具在快速捕捉信息、无干扰阅读、提取要点和深度思考中的独特价值，以及如何根据信息类型选择合适的工具进行存储和处理。

Takeaways

• 📚 个人知识管理（PKM）中使用了三种工具：Readwise Reader、Roam Research（Tana）和Heabase，每种工具针对不同的思考深度和信息流。
• 🔗 Readwise Reader 是一个稍后阅读应用，可以保存文章和视频，支持高亮同步到Readwise，进而同步到其他集成工具。
• 💭 思考分为浅层思考（shallow thinking）和深层思考（deep thinking），这决定了信息在PKM工具中的流动和处理方式。
• 🌐 在网上发现的信息首先被保存到稍后阅读应用中，然后根据信息类型和重要性决定是否进一步处理。
• 📈 Tana 作为浅层思考工具，适合快速组织和标签化信息，而Heabase则作为深层思考工具，适合深度理解和构建知识体系。
• 📱 Tana 的捕获应用允许用户快速捕获信息，如音频、文章等，这些信息可以快速同步到Tana的收件箱中。
• 📝 Heabase 支持笔记、数据库构建和视觉化思考，适合进行复杂的信息整合和深度分析。
• 🔗 Snipped 是一个播客应用，允许用户在听播客时快速截取内容并同步到Readwise，进而流转到其他工具。
• 🧠 信息流从快速捕获到深度处理，最终目的是将信息转化为行动，这需要有效的信息管理和思考过程。
• 🔑 纸化运动（Paperless Movement）提供相关课程，教授如何将信息流和知识管理系统提升到更高水平。

Q & A

为什么需要使用多个工具进行个人知识管理？

个人知识管理（PKM）中使用多个工具是为了适应不同的思考深度和信息处理需求。例如，使用Reader进行稍后阅读，Tana进行浅层思考和快速组织，以及Heabase进行深度思考和复杂信息的整理。

Readwise的主要功能是什么？

Readwise主要用于与Kindle集成，同步你在Kindle书籍上的高亮部分，并通过间隔重复帮助你学习和记忆这些内容。

Reader app与Readwise有什么关系？

Reader app是Readwise开发的一个应用，它是一个稍后阅读应用，可以存储信息以供稍后阅读，并且其中的高亮部分会同步到Readwise。

什么是浅层思考和深层思考？

浅层思考是快速捕获和组织信息的过程，而深层思考涉及更深入的理解和整合信息。在视频中，Tana被用作浅层思考工具，而Heabase是深层思考工具。

为什么在Reader中保存信息而不是直接在笔记应用中保存？

Reader作为一个稍后阅读应用，提供了一个无干扰的阅读环境，允许用户在有时间时安静地阅读并高亮重要内容，而不是在遇到信息时立即处理，这样可以避免信息过载。

Tana和Heabase在个人知识管理中分别扮演什么角色？

Tana作为一个大纲工具，适合快速组织和移动信息，适合浅层思考。Heabase则提供了一个视觉化的环境，适合进行深度思考和复杂信息的整合。

如何将Reader中的高亮同步到其他工具？

通过Readwise的集成功能，Reader中的高亮可以同步到Tana和Heabase等其他工具，以便进一步的思考和处理。

为什么说Heabase是深层思考的工具？

Heabase提供了一个视觉化的工作空间，允许用户通过拖放笔记卡片来组织和整合信息，这种视觉化和手动组织的过程促进了深度思考。

视频中提到的'信息流'是什么？

信息流是指信息从捕获到最终处理和行动的整个过程。在视频中，这个过程包括使用Reader进行阅读和高亮，然后通过Readwise将信息同步到Tana和Heabase进行进一步的思考和组织。

如何决定信息的最终存储位置？

根据信息的类型和需要进行的处理深度来决定。例如，快速捕获的信息可能首先存储在Reader中，而需要深度思考的信息则直接存储在Heabase中。

为什么说Tana和Heabase是忙碌专业人士的理想选择？

Tana和Heabase的设计允许快速捕获信息和深度思考，适合忙碌的专业人士在有限的时间内高效地管理知识。

Outlines

00:00

📚 个人知识管理工具的选择与使用

视频介绍了个人知识管理（PKM）中使用的三种工具：Readwise的Reader、Tana和Heabase。这些工具虽然都服务于个人知识管理，但各自有不同的用途。Reader是一个稍后阅读的应用，可以保存文章和视频，并通过Readwise同步高亮和笔记。Tana和Heabase则用于浅层思考和深层思考，帮助用户将信息转化为行动。视频强调了信息流通过不同工具的重要性，并解释了为何需要多个工具来处理不同类型的信息。

05:02

🔍 浅层思考与深层思考的区分

视频详细解释了浅层思考和深层思考的概念，并通过漏斗模型来形象说明信息的筛选和处理过程。浅层思考涉及快速捕获信息，如使用Tana进行快速组织和标记，而深层思考则涉及在Heabase中进行深入理解和思考。视频还提到了不同类型的信息应存储在不同的地方，以及如何根据信息类型选择合适的工具。此外，介绍了如何使用Reader、Tana和Heabase来处理信息，以及如何将信息从捕获到最终目的地的流转。

10:02

🚀 信息的快速捕获与深度处理

视频讨论了如何快速捕获信息并将其转移到最终目的地进行深度处理。介绍了Readwise Reader的阅读器功能，它可以保存YouTube视频的转录文本并进行高亮。还提到了Snipped这个播客应用，它可以捕获播客中的信息并将其发送到Readwise，然后同步到Tana和Heabase。视频强调了快速捕获信息的重要性，并解释了如何将信息从Reader直接转移到Tana或Heabase，以及如何使用这些工具来处理不同类型的信息。

15:04

🌟 知识管理系统的终极目标

视频最后强调了知识管理系统的最终目标不仅仅是收集信息，而是要能够检索和使用信息以提高效率。提到了Paperless Movement会员课程，如'Digital Note-Taking Like a Pro'和'PKM Like a Pro'，这些课程教授如何将信息处理到可以被大脑检索或在项目管理器中执行任务的程度。视频鼓励观众加入会员，以提升他们的个人知识管理系统，并邀请观众点赞、分享视频和订阅频道。

Keywords

💡个人知识管理

个人知识管理（Personal Knowledge Management, PKM）是指个人为了提高工作效率和学习效果，对个人获取、存储、分享和应用知识的过程进行管理的方法和工具。在视频中，提到了使用不同的工具来实现个人知识管理，如Readwise、Tana和Roam Research等，展示了如何通过这些工具来组织和处理信息。

💡Readwise

Readwise是一个应用程序，它允许用户将Kindle阅读器中的高亮内容同步，并通过间隔重复的方式帮助用户复习和记忆这些内容。在视频中，Readwise被用来同步阅读器中的高亮内容，并与其他工具如Tana和Roam Research集成，以便于信息的进一步处理和应用。

💡Tana

Tana是一个笔记应用，它支持快速捕捉信息并进行初步的组织和结构化。在视频中，Tana被用作浅层思考的工具，允许用户快速记录和整理信息，如脚本、电子邮件和演讲稿，以便快速访问和使用。

💡Roam Research

Roam Research是一个笔记和知识管理工具，它以其双向链接和视觉化思维导图而闻名。在视频中，Roam Research被用作深层思考的工具，用户可以在其中进行复杂的信息组织和思考，如个人发展和业务策略的深入研究。

💡浅层思考

浅层思考是指快速捕捉和处理信息的过程，通常涉及对信息的初步分类和组织。在视频中，浅层思考与使用Tana这样的工具相关联，这些工具允许用户迅速记录下想法和信息，以便后续处理。

💡深层思考

深层思考是指深入分析和理解信息的过程，通常需要更多的时间和认知努力。在视频中，深层思考与使用Roam Research这样的工具相关，这些工具支持用户进行复杂的信息组织和深入的思考，如个人发展和业务策略。

💡信息流

信息流是指信息在不同工具和阶段之间的传递和处理过程。在视频中，信息流被用来描述如何将信息从阅读器应用（如Readwise）传递到笔记应用（如Tana和Roam Research），并最终转化为行动的过程。

💡无纸化运动

无纸化运动是指通过数字化工具和方法来减少或消除纸质文档的使用，以提高效率和可持续性。在视频中，无纸化运动被提及作为背景，强调了使用数字工具进行个人知识管理的重要性。

💡信息捕捉

信息捕捉是指在日常生活中识别和记录有价值的信息，以便后续的复习和应用。在视频中，信息捕捉与使用Readwise、Tana和Roam Research等工具相关，这些工具帮助用户快速捕捉信息并将其存储在适当的位置。

💡信息处理

信息处理是指对捕捉到的信息进行分类、分析和组织的过程，以便更好地理解和应用。在视频中，信息处理与使用Tana和Roam Research等工具相关，这些工具支持用户对信息进行深入的思考和组织。

Highlights

介绍个人知识管理（PKM）中使用的三种工具：Readwise Reader、Tana和Heabase。

Readwise Reader是一个稍后阅读的应用，可以保存文章和视频，并且可以高亮显示内容。

Readwise Reader可以与多个工具集成，如Heabase和Tana，实现高亮同步。

提出了浅层思考（shallow thinking）和深层思考（deep thinking）的概念，并将其与信息流和行动转化联系起来。

解释了为什么使用多个工具来管理个人知识，而不是单一工具。

Tana是一个大纲工具，适合快速组织和标记信息。

Heabase是一个视觉化工具，适合深度思考和理解信息。

讨论了不同类型的信息和它们在知识管理中的最终目的地。

强调了工具无关性，即过程比工具本身更重要。

介绍了如何使用Readwise Reader来保存YouTube视频的转录本，并进行高亮。

解释了如何将信息从Readwise Reader通过Readwise同步到Tana和Heabase。

讨论了信息类型的不同以及如何根据信息类型选择合适的存储位置。

介绍了Snipped应用程序，它可以保存播客内容的转录本，并将其发送到Readwise。

强调了无摩擦信息捕获的重要性，以及如何将信息移动到最终目的地进行深入思考。

讨论了Tana作为浅层思考工具的快速捕获和组织能力。

介绍了Heabase作为深层思考工具，用于个人发展和业务策略。

解释了如何将信息从Readwise Reader直接发送到最终目的地，而不需要经过中间步骤。

讨论了Heabase在快速捕获信息方面的局限性，以及如何通过Tana的捕获功能来解决。

强调了信息流和知识管理对于忙碌的专业人士来说，最终目标是能够检索信息并采取行动。

邀请观众加入Paperless Movement会员计划，以深入了解浅层思考、深层思考和信息捕获的概念。

鼓励观众点赞、分享视频，并订阅频道以获取更多内容。

Transcripts

all right in this video we will dive

into something very important if you're

on our website there we show the tools

that we use and if you look into the PKM

section which is the personal Knowledge

Management section there are actually

three Tools in there reader from

readwise tana and heab base so people

get confused why do you use several

tools for the same purpose which is

personal Knowledge Management if you

could just use one tool well there's a

specific reason and it is part of the io

methodology that we call shallow

thinking and deep thinking and that's

something we will discuss in this video

and also the information flow going

through the different tools until we

convert the information into action I

cannot wait to dive into this so let's

go paperless movement your productivity

your way let's talk first of all what

these three different tools actually are

all right so obviously they're not all

not taking apps but it's also Knowledge

Management so reader for those who don't

know this reader is actually an app made

by readwise and readwise itself is an

application very quickly for those who

don't know about this readwise was there

first and it allowed us to integrate

with Kindle that's the most famous thing

they became known for so whenever you

make highlights while you're reading a

Kindle book it will synchronize and then

thanks to space repetition you will be

presented with these highlights over and

over again and therefore you're learning

what you've been actually extracting

from these books that's the idea from

readwise so they evolved a lot by

starting to integrate with other tools

heab base and T just two of them but

there are also obsidian notion so many

other tools where you can synchronize

these highlights with these tools that's

just for the understanding now then they

develop the reader app and it's a read

later app okay so if you know about

pocket raindrops they are all tools that

allow you to save links and articles and

read them later that's why it's a read

later app but reader can actually do a

lot more I will do a separate video

about reader so make sure to subscribe

to the channel if you want to see this

one but for now it's enough to know that

I can store information inside reader to

read it later and this information I can

then calmly read in a distraction free

way and highlight in there so when I

saved an article I'm reading the article

I can highlight it and the Highlight in

reader gets then synchronized to

readwise and therefore then synchronized

back to these tool that reader is

integrated with so that's a key

understanding that we need to understand

and that already shows why we are using

different apps but now we have tana and

heab base and that's what we want to

tackle now talking about shallow

thinking and deep thinking in order to

easily understand this we have to think

as if this would be a funnel all right

so you're on the web your browsing the

web you find something interesting and

then you want to save this to your read

later app and that's where people then

get confused because this is the first

step you really have to think about do I

actually do this Step at all or can I

actually Google this later on or search

this later on and find it much easier

the information than saving it in the

read lat app the read lat app to me is

really about distraction free reading

and initial labeling of the content that

I'm saving so in order to understand

this let's bring in an actual funnel and

now we have the web there and I find

some information and then I pull this

information I save this information in

my read later app in reader and

therefore I get loads of loads of stuff

in there that becomes very overwhelming

if I would have saved this in my not

taking app let's just assume you're

using Apple notes or even Evernote or

any others obsidian notion you can name

whatever you like and now Envision oh

maybe you're even doing this you save

everything that come you come across you

capture it in this not taking app

especially if this not taking app

doesn't have an inbox feature then this

becomes really messy because you will

just fill this not taking app up and you

get overwhelmed finding anything later

on that's why we do here the distilling

where we fill in anything that Sparks

our thoughts might be interesting for

later on all these things get saved in

the read later app the amazing thing by

the way about the reader app is also

that it can save YouTube videos and it's

it chose directly the transcription and

then I can read through the

transcription clicking on it and it will

jump into the video into the space and I

can do highlights and these highlight

extractions will then synchronize to my

other tools just as a side note I really

like about reader as well so the next

step would be tana and the last step is

heab base does this mean now that we

have to follow always this direction

always start with the relat app what

about nodes that come to mind and all

this where do I place them that's key

that's something that we teach in a

paperless movement membership in iore to

understand there are different

information types and depending on the

information type that comes to mind that

comes across you have to store it in

different places that you've defined so

in our case we are using three tools but

in other cases it might be sufficient

just having one tool you could do

everything in t no doubt about this you

could everything do in heab base you can

do it in notion or on a piece of paper

the process is tool agnostic that's the

key understanding the information

understanding that there are different

types of information and defining the

final destination for this information

this is key and where it ends up in the

application this is totally up to you

but these are the tools that we

concluded are the best to be used for

busy professionals like we are do you

need to use them no not at all but I

will explain why we are using using

these tools and in order to better

understand this I bring in a brain here

just one brain and then this is here the

extract that's the essence of the

information that we want to get into our

brain the moment we need it conclusions

insights out of this if I try to get the

information in here this becomes very

overwhelming Tana is already helping a

lot more with this with organization

with tags and all this and it is already

an outliner so you're already

synthesizing information in Tana but in

heab base there is where the magic

happens when it comes to understanding

and in fact we could also bring in for

different purpose mirror okay miror

that's what I'm using here for example

to show you this stuff as well mirror as

well why do I bring in these two because

they are both visual tools here I can

drag in whatever I want and then I can

make sense out of it you see I can much

better explain it to you visually than I

would just keep talking it's the same

for heab base but the beauty about heab

base is that I have a note taking

application there as well I can take my

notes I can give it text similar to Tana

where I can even build up databases and

so on so heab base could be totally used

on its own for shallow thinking and deep

thinking as well however we uh and when

I say we I mean p our co-founder and me

they find that heab base is our deep

thinking tool and tana is our shallow

thinking tool also there are moments

where some deep thinking can happen and

the difference is really in Tana it's an

outliner it's very easy to move things

up and down if you know the keyboard

shortcuts you are super fast and

therefore I can give outlines scripts

things like that I can give it structure

I can move things very faster a lot

faster than I could do it in other tools

very there is in heab base I have the

visual part where I can drag in all my

note cards and then give it more sense

so it's growing a lot slower but it it

also promotes slow thinking that's why

deep thinking is key here shellow

thinking is really capturing things very

quickly that's one key a shallow

thinking application should allow you to

capture lightning fast the moment you

see something it should be possible to

capture it therefore they need to exist

on all the devices as well so this is

where Tana really shines with their Tana

capture app I can capture audio and then

later transcribe it by AI inside Tana I

can forward articles and so on it's very

quickly that I can feed information into

this application and obviously for

reader it's a read later app so they

focus on this feature that you can

capture things very quickly but the

question is then how you use this

information later on so therefore as I

said in reader you have inboxes there

you can go in and then you read through

the Articles calmly the moment you have

time for this and then you start

highlighting stuff and these highlights

then thanks to readwise get synchronized

to Tana right now I also set it up that

it also synchronizes to heab base

another application I just want to

quickly bring in to explain to you this

better would be snipped so where while

reader can actually there you can

capture articles YouTube videos PDF

files as I mentioned all those things

but snipped actually is a podcasting

application which is amazing I'm using

this all the time especially with apple

carplay while I'm driving I'm listening

to podcast there have something

interesting I tap snip and it I will

extract the transcription make sense of

it and then send it to readwise and

readwise will forward this snipped to my

final destinations which is Tana and

hepta base and there I can use it then

later on so you see it's all about

frictionless capturing of information

but then moving it forward to the final

destination where the real thinking

process will happen so as I said part of

it we are using T also for deep thinking

to create scripts emails presentations

all these things that you want to get

into a sequential order and heab base is

really for deep thinking I'm using it

for personal development so if you

quickly check out hea base there we are

you might have seen this this is the my

life concept that we also teach inside

the pist movement membership in the hea

base like a pro course there I do my

deep thinking about my health about my

happiness that's the self-development

part but also you see the business so

let's go for example for YouTube okay

content strategy and in content strategy

I have another board which is YouTube

strategy and here you see this is a

board that keeps growing that I do

research about about thumbnails and anal

analysis of different videos that I like

watching and also recommendation things

like that you see I instantly know when

something comes across that is related

to the YouTube strategy and how to grow

as a YouTuber then I know that I need to

bring this information here but

something more triy like my skills

cooking skills so here I there's an IC

tea I really liked and I asked jet GPT

about the ingredients and then I made

some research and I bought the

ingredients and I started to create my

own IC tea that was a development over

time and that's something I know exactly

when I think about IC tea this is the

place to go for because that's all I

need here to see but in a in a visual

concept whereas if I go to Tana that's a

different game you see that's my CRM and

then I have a lot faster way to connect

information so when I say great video

about versus have base okay and then I

just say video idea boom it creates this

it adds the image and now I have

instantly a database with all the video

ideas that I can go to and find ideas

that I want to do next and that's a

complete different access it's much

faster to capture many things that allow

me to move faster I could now go in and

then make some notes and this is just

differently but if I would have a

complex video there is complex topics I

want to make sense out of it and so on I

might move to heab base for this topic

to have the visual outline or then to

mirror and make a mirror board and then

I think about this as we do right here

together well I hope this gave you

already a better understanding why we

are using these three different tools

from top to down it's about fast

capturing and making sense of things

distraction free reading the then

extracting the essence that get saved

via readwise into Tana or heab base

obviously if certain information comes

across as I just showed you with the

YouTube thumbnails things like that I go

directly to the Final Destination

there's no need to save this in reader

and then go through the process because

I know I need this on the board but from

top to botton it is easy capturing

because heab base has a lot of friction

when it comes to capture quickly as of

today they have no fast way to capture

information and they still have no inbox

so inana whenever I send anything via

the capture feature it ends up in the

Inbox and then I can process the inbox

like I would process an email inbox and

we have the course email management like

a pro where we talk a lot about inbox

zero and this doesn't only apply to

emails it also applies to any other

tools where we have inboxes in that's

why we big fans of inboxes as this

allows you to process them at the moment

you have the right mindset to do so and

that's what we consider the difference

between shallow thinking and deep

thinking obviously there's a lot more to

this so if you really want to dive deep

into the difference shallow thinking

deep thinking our capturing Beast

concept the Discover capture retrieve

workflows all this then I invite you to

join the P mve membership and check out

our courses digital not taking like a

pro and PKM like a pro because there we

expl expain you step by step in a tool

agnostic way how to process information

until it gets either into your brain or

project manager on task manager to get

things done as we think everything needs

to be interconnected today we just

talked about the information flow and

into the brain so I can retrieve it but

the the ultimate goal for us busy

professionals is not only collecting

information and hoarding them we are not

knowledge workers we need to get

done and therefore we need to be able to

retrieve the information a moment we

need it and then the most distilled

version of this information in order to

take it into action to share it with the

team so they don't get confused what to

do so many ways to leverage the

information later on once you went

through the process if you're already a

member in the P move membership then you

know exactly what I'm talking about and

if you're not you're more than welcome

to join us and we are there to help you

to put your knowledge management system

to the next level if you like the video

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