Best Note-Taking & Personal Knowledge Management (PKM) Setup for Busy Professionals
Summary
TLDR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
📚 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。
🔍 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。
🚀 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。
🌟 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。
Mindmap
Keywords
💡个人知识管理
💡Readwise
💡Tana
💡Roam Research
💡浅层思考
💡深层思考
💡信息流
💡无纸化运动
💡信息捕捉
💡信息处理
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
give it a thumbs up and share with your
friends and if you haven't already
subscribe to channel so I can catch you
up in the next video
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