Note-taking techniques and applications - Directory
You'll find in this directory not only the most important note-taking techniques but also great applications to help make the most of them.
Publish at January 25 2016 Updated May 09 2022
Long, structured and sequential texts are valued by the academic world, sometimes at the expense of a more global vision. Imagination, visual thinking and subjectivity have little place in this universe.
To counteract these reactions, but also the powerpoint-type serial presentations, authors have proposed other techniques for taking notes and developing presentations. These approaches rely on handwriting and drawing.
Visual note taking is not a recent development. Travelers, scientists and inventors have spontaneously used this method. Léonard's notebooks include sketches, diagrams, observational drawings, and text.
Closer to us, The Macroscope by Joël de Rosnay presents many diagrams, with arrows, feedback loops, symbols and pictograms, and hand lettering that gives an understanding of the hierarchy of information.
The English version online shows how text and visuals reinforce each other.
In 1974, an economist, Laffer, made a name for himself with a diagram on a napkin at a restaurant. The Laffer curve will be one of the fundamentals of the economic doctrine of the Reagan era. Depending on the convictions of each, one retains from then on that a scheme can much clear, or on the contrary erase the nuances, and lead to bad decisions!

Changing the world on a corner of the table, by getting to the point is an idea that can only succeed. Dan Roam has developed this approach through a few books... that would fit on three kilos of paper napkins. The titles are self-explanatory: Convince in two strokes of the pen, BLA, BLA, BLA, don't let words do your ideas any more,... Dan Roam offers us in all modesty (!) to cover and expound a new way of thinking, through his books or the Napkin academy.

For Dan Roam, presentations and note-taking must engage both visual expression and writing. The acronym VIVID stands for Visual and Verbal interconnected. An idea, in order to be understood, must be expressed in words and presented visually. Our training has valued the criterion and linear thinking. Dan Roam proposes that we establish a balance.
Dan Roam establishes a correspondence between linguistic grammar, and his visual "grammar" which allows one to answer the questions "what, where, how much, how, when, why...". For each of these questions, visual representations are proposed through his works, but nothing prohibits inventing others. The "when" can thus be presented by a line, a schedule, a Gantt chart, arrows, successive steps of an action, etc.
To adapt our presentation, Dan Roam invites us to use a series of cursors on different dimensions. As always, he gives us an acronym: SQVID: simplicity, qualitative, vision, individual and delta (evolution, change). These terms immediately call out their opposites: laborious, quantitative, exeacute, comparative and static.

Dan Roam's principles are based on acronyms, such as the one that defines the qualities of a VIVID idea.
By way of illustration, Dan Roam shows us that the great management successes of recent years meet these criteria. The illustration below shows some of the images that have influenced companies in recent years.

The word "sketchnote" is a brainchild of Mike Rohde, the author of a primer on the method, and two exercise books. The rules of sketchnote are less coded than those we have just seen, they hold in a few precepts.
Mike Rohde tells us that graphic quality matters little. Certainly, it is not to produce drawings éute;s, and the speed of execution is essential. But the balance of solids and voids, the rhythms, the lettering, the sobriety and harmony of the colors, the fluidity of the line are essential, if it is not simply a matter of personal note-taking.Just look at the works of Eva Lotta Lamm or Catharine Mi-Sook to convince oneself that it is also about style and aesthetics.
Virtuosos sometimes do the exercise live, during conferences or performances. This is called "graphic facilitation". The twitter accounts of Sketchapensieri, of SketchPost or of Nicolas Caruso will give you an overview of these animations.
Participants leave with a photo of the sketchnotes... An alternative or a complement to the powerpoint file on the usb key!
To get familiar with the sketchnote technique, you can visit the twitter accounts of Mauro Toselli, Mike Rohde, Marc Bourguignon, Chris Spalton... The people from often diverse backgrounds who share this discipline change a lot, and form a fairly active community.
They meet around the blog sketchnotearmy which presents confirmed designers as well as beginners in the discipline.On twitter, the hashtag #sketchnote also brings its share of disappointments.
People who practice sketchnoting insist on the benefits of the method. This note-taking requires great attention, it solicits complex mechanisms, linking hearing, visual, and the reorganization of ideas read or heard.
On this point, they find the conclusions of some authors, for whom handwritten note-taking would be much more effective than typing on a keyboard. Our brain reorganizes, selects, and appropriates what we perceive. Sketching would thus improve comprehension and memorization.
What about their communicative potential, however? It appears that sketchnotes are rarely self-contained. If you didn't attend the lecture or read the article they refer to, they are of little use to you, for the most part. On the other hand, when they are skilfully done, as the authors cited in this article know how to do, they help clarify what is being said and keep the essential points in mind.
Inspired by calligraphy, but also by signs and advertisements, cartoons, and even graffiti, lettering is also a return to the subjective and to traditional techniques. It is distinguished from calligraphy by its great freedom. The specialists rely on a solid culture of typography, but also grant themselves great freedom of expression.
Aphorisms, quotations or poems are thus created by hand, with chalk, brushes, markers or pens... This almost artisanal work gives back an importance to letters and words, which the computer had made impersonal.
But it is not always so simple. Many vectorize their output, to smooth out the edges and give them a more professional look. And since drawing software mimics the clumsiness and inaccuracies of traditional tools, it's hard to find your way around.

Many bridges exist between these approaches. Note-taking, the presentation of ideas are no longer automated. A part of subjectivity is possible. But above all, they require the mobilization of several forms of intelligence, spatial or linear, verbal or visual.
Finally, the authors devote time and sometimes a lot of talent. They value the ideas they present, and show that note-taking can be a real pleasure.
Illustrations: Frédéric Duriez
Resources

Dan ROAM Convincing in Two Pen Strokes ESF édition
Mike ROHDE The Sketchnote Handbook: the illustrated guide to visual note taking – Pearson - 2012
Cristina VANKO Hand-Lettering for everyone - Perigee - 2015
Mike ROHDE - Youtube channel - accessed 23 January 2016
https://www.youtube.com/channel/UCe1elri6WQzEOc7tD18EZOg/videos
Héloïse LESSIER on Up-Inspiring graphic facilitation: designs - consulting on January 20, 2016
http://www.up-inspirer.fr/17938-la-facilitation-graphique-des-dessins-a-dessein
Dan ROAM - blog accessed January 23, 2016
http://www.danroam.com
Creativite.net - Book Review of Bla, bla bla by Dan Roam - accessed January 23, 2016
http://www.creativite.net/bla-bla-bla-don't-let-the-words-serve-your-ideas-dan-roam/
Cyntia MAY - For Science Magazine: "Should you take notes by hand or on a computer" - February 2015
http://www.pourlascience.fr/ewb_pages/a/article-faut-il-prendre-des-notes-a-la-main-ou-a-l-apos-ordinateur-33741.php (excerpt)