Starting the Spaced Repetition Foundation

When I first learned about the idea of spaced repetition, I felt like I'd discovered a magic trick or a secret of some kind. Here was a piece of research that could transform how quickly I learned new words (I was studying Pashto at the time) and how well I recalled them. On the other side of that elation, I felt a simultaneous frustration and sense of disappointment that this piece of pedagogy / educational science hadn't come up before in my schooling career. All those vocab cards I'd created for my BA degree in Arabic and Farsi! So much inefficiency! Not to mention all the things I had studied at primary and secondary school. Most of that specific knowledge remains but it is like the shadow of its original form. I've recently started studying Maths again and I'm painfully aware just how much I've forgotten.

Spaced repetition is a principle that advocates a specific series of intervals between reviews of a particular fact or 'thing' that you want to memorise. A German scholar called Herman Ebbinghaus discovered that there is a pattern to how most humans learn and forget materials, and he outlined a specific algorithm to ensure optimum recall and retention of whatever you are trying to learn. For that, we must be thankful for the (seemingly) boring experiments he had to go through to get to that piece of insight.

Anki is a piece of software that manages your study and recall of individual pieces of information. The spaced repetition algorithm or insight is at the core of how Anki works and helps you. I've used Anki to learn languages, to memorise smaller facts and useful pieces of information, to cement my understanding of broader concepts, among other things. It's pretty adaptable to whatever your specific learning needs are. This is why I've stuck with Anki over its competitors. (I've tried pretty much all of them, and continue to do so, but Anki remains the most customisable and useful IMHO).

Over the years, I've had the privilege to share Anki with others along my travels. Sometimes this has come in the context of language learning, other times like with the friend who wanted to learn all the names of all the bones in the human body.

In fact, Anki was the original bridge or glue that started my friendship with Matt Trevithick, Sources and Methods co-host and all-round busy person. I walked into his office in Kabul -- he was working at the American University of Afghanistan at the time -- and spied a huge stack of flashcards in a box in the corner. I pointed to them and he explained with great pride how he'd learnt them all. We talked through his process a bit and soon enough I was singing the praises of Anki and how much time he'd save and...and...

We've had many conversations over the years relating to language-learning, the different ways Anki can be used and our overwhelming and continuing sense of disbelief that the principles of spaced repetition aren't more widely adopted in the field of education. People who get deep into self-study eventually stumble on SRS, since you often try to find ways to get faster or better in the absence of a teacher telling you what to do. The Quantified Self movement has been instrumental in spreading the gospel of SRS, too, in their special sessions devoted to the topic in their yearly conference, or through the pride-of-place given to show-and-tell explanations of how SRS has allowed someone to learn Chinese, or hieroglyphics or so on. (Click here for the QS list of talks referencing SRS. I'd highly recommend dipping your toe into some of these talks. Most are extremely engaging.)

Bringing matters up to the present day, I have a bit more time and bandwidth for focus now that the PhD is finished and Matt and I had been talking about this sense that more people should be using SRS for a few years, so we have finally bitten the bullet and started something to try to make that happen.

The Spaced Repetition Foundation is our institutional first step to start to spread the lessons to a broader audience and to more varied contexts. Our mission statement reads:

"The Spaced Repetition Foundation, an independent, not-for-profit center, is dedicated to advancing the adoption of spaced repetition as a supplementary learning tool.

"Despite the scientifically proven ability of spaced repetition to vastly increase the retention of information in the brain as a supplemental learning tool, the use of this technique is, at present, largely restricted to select individuals and students for personal enhancement or academic achievement. To date, no single center exists to advocate for the increased adoption of this approach in educational settings at the macro level, to increase public awareness of this useful tool, and to serve as a focal point for interested individuals to come together and work on these issues. 

"Attempting to solve this problem, Natalie, Alex and Matt, long-time users of spaced-repetition applications, decided in the summer of 2016 to start the Spaced Repetition Foundation, which seeks to function as an independent advocate dedicated to increasing the adoption of spaced-repetition technology wherever learning is happening."

Note that we are not completely and exclusively technology-centric in our approach. At least part of the work involves outreach, involves testing use cases and scenarios, and if it really is to find a place in the broader world (away from electricity and flashy phones, perhaps) it must be adaptable to low-tech or no-tech approaches.

Going forward, we'll be spreading the word about the science behind spaced repetition (spoiler: it works), ways everyone can use some form of review-recall testing in their lives, and generally galvanising different communities to find ways to rethink their approaches to knowledge acquisition and long-term recall through spaced repetition. We have some specific first steps planned, but I'll hold off with those details until they are more pertinent.

I'm extremely glad, too, that we will get to work with Natalie McKnight, the other co-founder, who brings a wealth of institutional and practical educational experience beyond simply the solitary learner that Matt and I represent. Natalie is Professor of Humanities and Dean of the College of General Studies at Boston University. I'm excited to work together with her to expand the kinds of communities and settings we can reach.

If you have any interest in the work we're doing, please sign up for our newsletter here or if you are interested in learning more, please do get in touch. Full details are available on our website at http://www.spacedrepfoundation.org.

PhD Tools: Omnifocus for Managing your Non-PhD Life

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

Discussions of task management systems have a tendency to devolve into disagreement and discord, so I'll state upfront that the choice of how you manage the various projects and goals in your life is a very personal one. There is no one single 'best' software for task management; there is only the best one for you.

One problem when writing a PhD is that it is impossible to completely isolate yourself to the extent that might be optimal for the wiriting of the PhD. Even if you're lucky enough not to have to work while you're doing your research/writeup (i.e. you have funding), you still have things to plan outside the work of your dissertation: you have to shop for food, you have to pay your taxes, you have to workout, and so on.

If you're anything like me, it's easy to ignore these tasks and let them pile up in the absence of a system or a specific place where you're storing these different commitments. There are many different approaches to both the storage of tasks as well as the precise way of implementing those tasks (the order in which you do them, for example), but the one that I've found most useful in my work and personal life is the Getting Things Done (GTD) system proposed by David Allen.

You could lose yourself on the internet reading about approaches to GTD and advocates have the reputation of being a little intense in their zeal to convert you to its glories. Suffice it to say for now that the basic idea is pretty simple: split all your tasks down into the smallest possible component and assign each task an overarching project and a context (i.e. 'working on my laptop' could be a context, so could your phone, or a specific shop in town etc). Everything else is just icing on the cake.

There has been a lot of debate as to how suitable a GTD approach is for creative professions (such as PhD writing) and I've changed my mind on this a number of times over the years since first reading Allen's original classic book when I lived in Kandahar. My current position is a blend: I think GTD itself isn't probably the best single system for the kind of complicated 'knowledge work' that creative pursuits demands. In particular, there is a certain encouragement to reduce all tasks down to little 'widgets' that doesn't quite gel with how I write. (See the recent post by Kouroush Dini which examines some of this). That said, I do think that GTD is pretty excellent as a system to contain and support everything else that goes alongside your creative pursuits. Again, I don't have that much sense of the variety of everyone's approaches to task management, but I have enough going on (and I suspect you do, too) that I need a system that is more flexible than a big long list. In particular, I need something that can ping me about things that will happen in the future (or that I have to do in the future). I don't want to see those things in the interim period, mind you, so the system is already somewhat complex.

For me, all these tools are not important or useful in and of themselves. They are means to an end, or means to a series of interwoven goals. The whole point of having a task management system should, I believe, be to reduce friction and to give you back as much time as possible to do the important work to which you are committed. This means a system that is flexible and light-weight in terms of maintenance. It means something I can carry everywhere with me (from my laptop to my phone). And it means something that won't get in my way.

With regards to the various tasks that formed my PhD process, I moved most of those over to a Trello board (as I've explained in a separate blogpost here). I generally have a specific place for creative work -- either Trello, or Tinderbox, or perhaps just a specific notebook. Everything else goes in Omnifocus.

Omnifocus itself is a Mac-and-iOS-only programme. There's a popular competitor, Things, which others swear by and I used to use. For a more cloud-based approach, some love Todoist. All three offer are based around a GTD philosophy. I like how Omnifocus works, but it may just be because I've been using it for a long time and it's what I'm used to. All have a free trial period, but you'll only figure out whether they work for you over the longer term. I would not advise constantly changing task management systems. It takes a lot of time (relatively speaking) to get comfortable with how the software works (and how you fit it into your life and workflows). Moreover, these systems aren't cheap, especially once you shoot for the mobile versions / licenses alongside the desktop version. For affordability, I think Todoist is probably your friend. For power and if you really find you click with it, Omnifocus might be more suited.

With all of these approaches, having a broader sense of what you want the software to do for you really comes in handy. I don't think it is essential to read Allen's Getting Things Done prior to working with one of these systems, but I know my own use of them wouldn't have been the same without a sense of the guiding principles. It's a quick and easy read.

Three things that I found really essential and stimulating from his book:

1) The idea of splitting things down to smaller chunks and the 'next action':

Let's say you want to host a dinner party on the weekend. You could just write a line on a piece of paper, "prepare for dinner party" and be done with it. But, as Allen pretty convincingly shows in his book, without defining exactly what that means (using sentences that have verbs in them, in Merlin Mann's useful phrasing) then you're likely to procrastinate about that particular task. You're also likely to forget things, and you'll probably feel like you're juggling a thousand separate small balls prior to getting ready for the party.

Similarly with something in the knowledge work field. If you've ever had a task like "write article" or "write chapter" or (even worse) "work on PhD" in your task list, you're pretty sure to have avoided that at some point, probably often. It is the lack of specificity that really causes problems. So Allen encourages you to figure out what is the smallest single-action next step in order to move forward with your particular project. Maybe you need to read something before you can work on your next PhD chapter. But then you realise that you don't have a copy of the book at home, so you'll have to go to the library. But then you realise your library card needs renewing before you can take it out. Finding and specifying these chains of dependencies is a really great way, therefore, to get and keep moving with your work.

2) Regular reviews:

GTD encourages weekly reviews of your tasks and projects. Since reading Allen's book, I've sometimes neglected my reviews, but I am certain that when I do block out an hour or so to make sure I am on track (or figure out what went wrong) each week, I feel much more in control of what's going on. (I even have used Beeminder to make sure I keep doing my weekly reviews in the past).

Reviews keep you aligned with the various levels of goals that you have. Allen talks about the runway level (the individual specific tasks you have to do), then the 10,000, 20,000 ft all the way up to the 50,000 ft perspective. At 50,000 ft, you're starting to talk about your purpose as a human being on the planet. At 10,000 ft, this is your list of ongoing projects. And so on. At the beginning, I was much more focused on the day-to-day actionable side of GTD, but as the years have passed I've become more convinced of the use of having these higher-level goals and perspectives.

3) 'Capture', or an inbox to store random things during the day:

This was half from David Allen, half from Merlin Mann (who in turn was inspired by Allen). The idea here is that whenever you think of something that needs to be done, or an issue that you have to handle/tackle, make a note of it. If you just try to keep it in your head, you'll either forget it, or you'll lose energy and mental bandwidth because you have too many such items hanging around.

I have a digital inbox in Omnifocus where I'll make notes of tasks or things I need to handle as they occur to me. Adding it into my inbox is easy, and I know it won't be forgotten because I'm reviewing everything at least once a week. In reality, I'm sorting through my task inbox once every day or two as well, so as to stay on top of these tasks.

I also have a paper notebook, which I'll use to jot notes down when I'm out and about, or when I don't want to be using digital technology etc. I'll transfer any tasks or notes from this notebook into Omnifocus usually at the end of every day, but if I'm particularly busy then I'll just do it during my weekly review on Sundays.

This turned out to be a longer post than expected. I barely scratched the surface of my workflow around Omnifocus but I think you'll have to develop your own if it is really to stick. Let me know if you find these concepts useful, or if you end up having some success with a task management system like Omnifocus.

PhD Tools: Backup Systems for Staving off Sadness

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

Having some kind of backup system is essential for all PhD students (and probably anyone else using a computer for writing of one kind or another). The less friction to your backup system, the better. If you have to plug in a USB or Firewire external hard drive in order to start your backup process, you're probably not going to be doing it enough and you're probably going to lose files and data.

I've learnt the hard way how hard drives can fail. A few years ago, I lost roughly a decade's worth of digital photos when my backup system failed. My work files were ok -- because I'd taken steps to check that this was working - but for whatever reason I hadn't taken the same care for my non-work files. Cue sadness.

I use multiple types of backup. Ideally, you'll also use at least two. One should be a regular backup to a hard drive -- something like Apple's Time Machine in conjunction with an external disk -- and the other should be a cloud backup.

I use Backblaze and Spideroak for my cloud backups. You may find it overkill to have two separate systems for storing my backups in the cloud, but space and the services are cheap enough that it's possible. In fact, if I was living somewhere with faster internet I'd probably add in AWS Glacier as an additional backup service.

I also use SuperDuper to make a clone copy of my hard drive. I've been burnt by Apple's Time Machine backup in the past (see above) so I don't use it any more because I lost my trust. But I heard it's better now. Caveat emptor.

Programmes like Scrivener (see earlier blogpost) have built-in auto-backups. Use them, and test them to make sure it's doing what it says it's doing. You don't want to have to find this out after something's gone wrong.

In fact, I encourage you to make a recurring calendar appointment with yourself to stress-test your backup systems once every two or three months. Different scenarios to try out: your hard drive fails; try to get hold of your main PhD working draft from your backup system. Or, another good one, your laptop gets stolen; are you able to access all your files regardless, and eventually (once you replace your computer) restore your system as it was before the theft? Actually do these tests! I've often found that a system that I thought was working properly turns out to be failing in some small but essential way.

Towards the end of the writeup, your paranoia around file failure is likely to be sufficiently intense as to inspire all sorts of manual backup routines. Earlier this year while I was nearing that point myself, I would email myself zipped copies of the scrivener file as well as store copies on Evernote and Google Drive and Dropbox. This, note, in addition to the other backups I had going.

A lot of this is common sense. Backups are important. We all know it. But it's good to have a system that you know and can be confident works. Don't tarry! Take steps to set something up today, even if it's just a background cloud backup service like Backblaze.

PhD Tools: Turn Off the Internet with Freedom

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

Freedom does one thing and it does it well: turning off the internet (or parts of it). It removes temptation by giving you a time slot where the internet is turned off (and no way to turn it back on) on both your laptop and your phone. [Note: at the current moment there is no Android version of Freedom, but it's been a long time coming so I imagine that will be released in the near-term future -- a recent twitter query suggested "end of the summer"].

You can run it on an ad hoc basis -- i.e. you decide that you want 30 minutes of 'freedom' starting now, click, and then you've turned off the internet. OR you can pre-schedule those times (my preference) such that you can say Every Monday-Friday, I want to turn the internet off from 5am-12 noon every day. That time will thus be core time for writing, reading or using in some other kind of productive manner, free from distractions and interruptions.

You can tweak the settings so that you're not turning off the entire internet. You can make your own custom blacklist of sites that you know are kryptonite for you. (RescueTime is a great way of coming up with that list of which sites you're sinking too many hours into, especially when you have a few months of data). I don't particularly like this selective blocking because there's always going to be a new site of some kind or other that I haven't preemptively added to my blacklist. I don't need any access to the internet for my work, actually, so it's easiest to just turn it off completely.

In short, Freedom is great for aligning your goals (i.e. write words for my PhD every day) with a reality in which there are many shiny sites and videos and social media streams to follow. If you can find a way to turn that all off (or down to as minimal a level as possible) you'll get a lot more done and feel better at the same time.

Svifnökkvinn minn er fullur af álum: Lessons in Icelandic

Some pronunciation rules for vowels

Yesterday, mostly out of curiosity, I took my first lesson in Icelandic. I’m not anticipating this becoming a major driving force in my life, but I was provoked by someone’s explanation of the language’s pronunciation weirdnesses to learn more.

The alphabet is the same as English (mostly), though there are some new combinations of letters as well as some tricksters that look like you know what they should sound like but that come out as something completely different. Some letters change sounds depending on where they are in a sentence.

The combination of two Ls comes out as a sort of clicking sound. When the two Ls are derived from a foreign word, then it sounds like it might in English. But for everything else – and I’m quoting from my excellent teacher, Thor the Tutor over at iTalki – you want a “wet sound in which the sound of air escapes from underneath and from both sides of the tongue when it’s low in the mouth”. It’s a bit like the combination “TL” in English, except not really.

I also learnt that inhabitants of Iceland have not developed the skill of hearing foreigners speaking their language with bad pronunciation. So while in France or Germany perhaps local / mother-tongue speakers will be able to figure out what you’re saying even if you are butchering the pronunciation, that isn’t the case for Iceland. Luckily, that sets the bar high for pronunciation, which I’ve always held is important to get right from an early stage.

I’d read a little online about the complexities of learning Icelandic:

“The difficulty of different languages manifests at different stages,” Jóhanna says. In Icelandic’s case, taking that first crack at the grammar is daunting. In Icelandic, verbs are conjugated variously for tense, mood, person, number and voice—active, passive or middle. Heavy inflection generates a staggering list of possible ways to say, in one well-known example, the numbers one through four. And although the Icelandic vocabulary has far fewer lexemes than that of a language like English, a single Icelandic word can have a phenomenal range of meanings depending on the particles with which it is used. Consider “halda,” literally “to keep,” which can become “halda fram” for “claim/maintain,” “halda upp á” for “celebrate,” “halda uppi” for “support” and so on.

A textbook I found online had the following caveat to those who sought to embark on a programme of study:

None of this bothers me too much. My teacher said something similar, that the faster we get speaking without necessarily allowing ourselves to fall into the abyss of inflection and grammar then the faster we can progress to the level that it makes sense to add in all the complexity.

By the end of the lesson I was sounding out commonly-used phrases and the trick vowels were catching me out less and less. Now, my task is to learn those phrases and internalise the pronunciation rules through practice. Then I’ll be ready for my next lesson.

Oh, and the meaning of the blog title? My hovercraft is full of eels.

Existential Battles: Climbing in Amman

Me, climbing at Fuheis last week

Over the past few months, since submitting my PhD (and then successfully defending it) I've been engaged in a number of activities that push me outside my comfort zone. From swing dancing to starting a new small business (the 99 Names Challenge) to learning how to code, I've tried to push the envelope of what I know. Like many of us, I'm a creature of habit and routine. I like my routine and my habits. But I also know that those habits and routines -- the same ones that delivered results and even a PhD in the past -- can grow stale. If I'm to grow -- professionally or personally -- I have to get more comfortable with change and with discomfort. The best way to start figuring this out, I have found, is to expose myself to newness and that discomfort as often as possible.

One of the things I've chosen to pursue is climbing. I'd done some bouldering in Holland (at the Delftsebleu centre) a few months back, and a good friend of mine here in Amman mentioned that she does top-rope climbing. The centre here happens to be the biggest climbing facility in the whole Middle East (take that, Dubai!) and there are knowledgeable staff and challenging walls etc so I started going twice a week.

I used to be a runner, but some bone/muscle issues in my foot meant that I haven't actually been running for a year or so. I know and have a strong appreciation for the way exercise and moving my body in general makes me feel better and work better, so I've been looking for a sport or activity to replace running in the meanwhile. (The running was probably a reason why I've neglected any kind of muscular strength training of my upper body. Runners like to be as lean as possible.)

Now is probably also a good time to mention that I have a fairly intense fear of heights. I'm not exactly sure when or where it started, but some key experiences in my mid-childhood certainly contributed to it becoming what it is now. I went to a boarding school in the north of England, near York, so there were lots of outside activities. During the summer, and at 'holiday camp'-type experiences, we were taken to do various adventure challenges on the weekends.

My 'adventures' included abseiling off high bridges, potholing in claustrophobia-inducing narrow passageways (and having my foot get stuck half-way), as well as various obstacle courses positioned in trees and so on. I resented the fact that we had no choice in the matter and I resented the fact that it was less about training or learning a skill than simply having an experience. I remember being pushed off the bridge by the instructor, clipped into a harness but unsure whether I'd survive the descent.

Since that time, I've avoided activities or experiences that necessitated me visiting high-up places. Confession: I even never made it all the way up Kandahar's Forty Steps (chilzina) for this reason. Halfway was my limit.

Amman's ClimbAt centre

Cut to the present day: I'm 10 or 15 metres up a wall at Amman's Climbat centre. This seems to be the point where things shift. My existential battle begins. I use those words only partially in jest.

The first time I tried rope climbing, I only made it to that half-way point, not knowing to trust the rope, not knowing to trust the knot I'd tied or the harness or a million other things.

Now, I can make it half-way up without too much angst, but then it begins. Rivers of sweat open up all over my body. The most distracting ones are the unceasing flow on my hands. Climbers use magnesium chalk to deal with this problem, though mostly it's just everyday sweaty palms. I dip my hands into the bag, holding on to the wall with my other hand, feeling my grip slip as the waterworks go to town. I see that my palm is sufficiently white with chalk. I swap hands, repeating the process with the other, only to find that in the meanwhile my first hand has sweated through the first application of chalk.

My inner dialogue kicks up. I wonder why I'm here, on the wall, trying to climb up. I look at the rope and the knot, wondering if I would even be able to tell if there was something wrong with it, I look around me at the other climbers, each breezing up their respective paths on the wall with seeming ease. Sometimes I look below me.

I try to talk myself down. It's a different kind of anxiety from that I've experienced before public speaking, that social anxiety that makes your heart race, your stomach churn and the adrenaline pump. Up on the wall, it isn't that adrenaline rush I feel. In fact, aside from the sweating, it's more symptomatically benign, expressing itself in the form of a puzzle or a predicament that I can sometimes remain detached from.

Usually the thing that works best is to try to focus on the physical experience of the moment, on my breath and what that feels like in my body, on the sensations of my fingers on the wall, on the feeling of gravity pulling me back down towards the earth. That sometimes manages to carve enough space that I can then try to think about the problem more analytically -- the problem of which step to take next. If I'm stuck in my existential loop it's hard to make those decisions and I end up wasting energy trying and retrying the same holds and foot movements, to no avail. This tires me out on a muscular level and the problem is compounded.

A week ago, I set my mental discomfort to one side and went outdoor climbing with some friends to a wall or crag near the city of Fuheis (see the photo at the top of this post). Climbing outside felt like even more of a proposition than the indoor wall. More possibility of failure, perhaps. I'm not precisely sure. It's sometimes hard to put my finger on the precise configuration of my fear. But it ended up going well. I ascended the wall, nothing went wrong and I even enjoyed the experience. It took me an age and a half to get up, but the getting up there was all me. I'm less likely to do regular outdoor climbing, since it's more of a hassle to arrange, but it's not going to be something I say no to in the future.

Needless to say, my ongoing climbing practice is exactly that: a work in progress. I'm working on both the physical and the mental blocks simultaneously and while I'm fairly confident that I'll be in a more confident and stronger place in a month or two from now, I'm also frustrated by the slow pace of progress.

To cherry-pick signs of improvement, I'm no longer quitting half-way up the wall. Most times -- as long as the route isn't too difficult -- I generally reach the top, even if it sometimes means multiple iterations of sweaty-hand-mind and multiple recommitments to completing the route. Even though climbing isn't necessarily a sport where you use your arms much -- it's much more about your legs and how you balance and position your body -- you do need at least *some* upper body strength and this is starting to come. I get a pleasurable sense of satisfaction when I return home after half a day spent at the climbing wall, and I'm wearing my muscle soreness as a badge of achievement.

I'm pretty sure that the solution to my mid-wall fears rests in being more conscious of what's going on and what I'm feeling earlier in the climb, and there are a bunch of mental exercises and training that seem to work for many climbers. I'm keen to put some of those into practice.

When it comes down to it, everything is in your mind, especially with rope climbing where the dangers associated with falling or losing your grip on the wall are pretty minimal. Worst case, you bash up against the wall and get a bruise or two. (I have a bunch of those on my knees already.) But the rest, that's all something I can work on and improve at (I hope). Watch this space for an update in a few weeks once I've been doing battle for a bit longer.

PhD Tools: RescueTime for Time Tracking

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

RescueTime is a passive activity tracker for what you do on your laptop (or Android phone -- limitations in Apple's iOS mean that it's not possible to have the same detail in app usage tracking from iPhones and iPads). It sits in the background, watching where you spend your time. You can visit the website to see your stats, or it also sends you a weekly summary of what you did.

I've experimented with various kinds of activity and time trackers in the past, and my experience is that if you have to actively turn it on and off when you start and stop what you're doing, you'll probably forget. Also, that method of time tracking isn't particularly good at noting when you go down a hole of Youtube distraction that one time you have to search for something online. With RescueTime, you can be sure to be delivered an accurate summary of all the ways you are inefficient and wasting your time. (So much shame).

So it's good for tracking the amount of time you're writing (tasks are rated from very unproductive to very productive on a 5-point scale) and it's good for tracking what sites you're visiting during the day. This can be linked up to other sites, like Beeminder, to enforce some kind of time limit. RescueTime also has a version of site blocking where you can say, for example, if I spend over 1 hour on "very distracting time" or "watching videos", block all my internet for the next 3 hours (or something like that). Or you can hook it up to Beeminder and say, as I did, if I'm not writing for 2 hours every day (as in, actually typing and adding words to the page (it knows when you're staring at a page versus actually typing, by the way) ) then take my money.

A lot of your PhD writeup and research will probably be digital-based, so RescueTime is ideal for keeping you honest as to exactly how much work you're getting done. It's easy to have a false sense of all the hours of work you're supposedly doing.

You can keep a little window open somewhere on your screen that shows your real-time 'productivity score' (also compared with the previous day or week). That way, if you're at all competitive, you'll try to beat your own score and try to keep your score high. It may seem stupid, but these little tricks are unfortunately necessary in some cases, particularly when dealing with a long multi-year project. You don't get any marks for having developed a useful workflow that allows you to get your work done, but still, PhDs are as much a test of your ability to carry out this kind of long-term research as they are a test of your specific research skills and argumentative/analytic capability.

One other thing I used from the RescueTime features: internet autoblock first thing in the day. This was before I discovered Freedom App (more later on this), mind, but it was a good substitute. I found that if I somehow managed to hold off from using the internet in the mornings, then my work day would be measurably better (better meaning I actually wrote things and got engaged in the tasks at hand instead of falling down some rabbit hole of distraction, or responding to some "urgent" email). So I set up RescueTime to turn off the internet for 2 hours once my computer had been on and active for 1 minute each day. That way, by the time my laptop had started up and I was ready to do things, the internet was already off. I'll talk more about how it's useful to turn off the internet in a separate whole post on "Deep Work" in a few days. Another good setting: allocating 30 minutes or 1 hour to "very distracting" sites per day. That way you have some leeway to waste time, but not enough that it's going to markedly ruin your ability to work that day.

RescueTime is free for most of the features I described above. Anyone working as a writer/academic etc of some kind ought probably to have it installed, I think, if only to be more aware of how they're spending their time. Go try it out! It's free so you have no excuse!

PhD Tools: Mellel for Layout and Final Presentation

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

Mellel is what I use for the final formatting of documents. It might be overkill for some, but in the case of my PhD, the extra features really saved me some time and headaches.

At first glance, there isn't much to distinguish it from something like Pages.app or Microsoft Word. Mellel is a word processor. It allows you to format how the text is presented on the page. The level of control over those decisions is what distinguishes Mellel over the free/default alternatives.

For example, styling formatting for certain types of text is easy in Mellel. Want to change the way all headings of a certain level are formatted? Mellel can do this. Want to manage the formatting of Arabic, Pashto and Dari text without worrying that things will come out the wrong direction? Mellel is designed to handle these right-to-left languages and scripts. Want to do things with bibliography formatting and scanning? Mellel plays well with Bookends and the other reference managers. Similarly with things like your Table of Contents: Mellel handles it all with style (literally!).

An alternative to Mellel is Nisus Writer Pro. As far as I can make out there isn't that much difference between the two. Mellel also has a version for iPad so you can work on documents on the go as well.

PhD Tools: Bookends for Managing References

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

My PhD included references to 479 individual sources. It's well known that formatting issues often plague students just prior to submission of their dissertations. A reference manager can help solve most of these problems.

When I began my PhD, I was using Sente, a Mac-only programme, but towards the end I transitioned to Bookends. There's no particular reason for the change, mainly that Bookends is a slightly sparer-design.

Different journals and universities require different formatting of references and sources. Bookends (or whatever you choose) is an easy way to stay on top of these formatting issues.

It connects easily (via a shortcut) to Scrivener or many other word processing tools that are commonly used. If you have many references like me, you can colour code them to make it easy to see what's what at a glance (see the image above for part of the database I used for my PhD).

I don't, however, use Bookends as a repository for PDFs and documents. You can do this, technically, but it's not ideal. You're far better off keeping your reference manage for what it does well, and then having a separate file system for your PDFs and other documents (like DevonThink, for example).

PhD Tools: Scrivener for Writing Long Things

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

I spent several years with this particular file...

Scrivener is the go-to tool for anyone working on longer structured pieces of fiction or non-fiction. It's great for structuring your work as well as the writing itself.

When you write a PhD, it's important to keep word counts in mind from the beginning, otherwise you'll be left with hundreds of thousands of words and only 80,000 permitted to submit to the university and your examining committee. Scrivener allows you to manage the word counts of individual sections and their sub-sections (see the image above). It offers a variety of ways of displaying these word counts, setting goals and generally staying on top of this important metric. Of course, PhDs are more than just the number of words you manage to type, but I've met enough people who wrote too much to know that this is a common problem.

Scrivener also excels at structuring texts. You have 80,000 or maybe 100,000 words to write, so you split it up into chapters, but then those chapters must be split into chunks of roughly 500-1000 words as well. You can do this structuring using a corkboard-style visual interface (that I never use much and don't particularly like, but am fully willing to concede that some people do like and use it) or a more standard outline tool.

(Note, too, that there are 1001 other bells and whistles that come along with these core functions. It's highly customisable and adaptable to your specific needs. You can tag, show selective views of your text etc etc to your heart's content. There is also an iOS version for your iPhone / iPad that some people who are more mobile might find useful).

Another thing that PhDs seem to involve is references and footnotes. Scrivener works beautifully together with the major bibliographical reference managers (Bookends, Sente etc) so you can rest assured that you won't have any trouble there.

Finally, it's easy to get things out of Scrivener, when the time comes. Sometimes you just want a copy of a single chapter to show to your supervisor, minus incomplete footnotes and in-text notes or annotations to yourself. Such a custom export is easy to set up. Similarly, when you're finished with the drafting and want to work on the presentation (more on Mellel in a separate post) somewhere else, it's easy to export exactly as you want.

PhD Tools: Save your web links with Pinboard

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

Pinboard is the successor to Delicious and various other social link repositories. It's a service I get a lot of use out of because some parts of following the news, monitoring various government / non-governmental sites etc means reading lots of small articles each day. If, in the future, I want to return to a particular article, I generally don't want to have to go through the hassle of searching for it afresh (sidebar: use DuckDuckGo instead of Google! It's great!) so I just click a button to save a page in Pinboard when I think there's a chance I'll find this useful or I want to preserve it in some way. (Visit the 'tour' part of the site to learn more about how Pinboard works.)

Pinboard also auto-adds links, if I've starred, retweeted or saved anything in Twitter. Also if I've added a link from twitter or elsewhere into my Instapaper (Pocket is also used by some people, and is supported by Pinboard), then these articles are also autosaved into Pinboard. I reason that if I've taken the trouble to save it for reading later, then there was probably something in there that I might find useful in the future, or something that I might want to reference later.

The great thing about searching your repository of pinboard links is that you can do in-text searches. So you're not just searching the name and URL of the link, but you're searching the full text of the page. This is really useful, especially if you have many links saved. I just checked my account stats and see that I have over 60,000 bookmarks saved in my pinboard account. This is over 15 years worth of bookmarking.

Pinboard also offers a paid upgrade service where it will archive copies of a page and store that archived image. That way, even if the site is later taken down, or someone deletes the page, or anything at all happens to the page, then you still have a copy of the page and can search in it, can download it etc. Needless to say, this is really useful for monitoring the Taliban's websites, for example, which are frequently targeted in take-down attempts and where data is periodically deleted from servers or changed in various ways. I often double down and make a manual archive copy of important messages/pages to be stored in DevonThink, but I generally rely on Pinboard to handle the bulk of this work for me.

The creator of Pinboard, Maciej Cegłowski, is a smart guy and who writes interesting things, and the service reflects this. (Check out his interview on the Longform podcast). It's a paid service, but is relatively inexpensive as far as these services go. Moreover, the paid nature of the service means that there's relatively little (if at all?) creep factor to using it. Pinboard isn't selling your link database on to anyone else, they aren't marketing data profiles of their users etc. It's a solid service.

The interface is pretty minimal, which I like, but in case it's not to your taste you can browse your links in any one of a dozen or so apps which can hook up into your Pinboard data. Links are fully taggable, including tag nesting etc, so you're fully covered on that front. There's a social element to pinboard that I don't use much (mainly because I don't know many others who use pinboard for saving links) but I can see that that might be a useful feature if you have a community working on a particular topic or area.

Pinboard is easy to use, reliable and relatively inexpensive. It can save you time and help you find things you read on the web. Check it out here.

PhD Tools: DevonThink for File Storage and Discovery

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

Discovering similar notes in one of my DevonThink databases

I first heard about DevonThink in the same breath as Tinderbox. They go together, though they serve different purposes. Some people want to make an either/or decision about which to use. I see them as sufficiently different to assess them on their own merits and as per your usage scenario.

As with all tools, you should come to the decision table with a set of features that you're looking for. Don't just shop around for new things for the sake of newness or for the sake of having a really great set of tools. These programmes are not cheap. Luckily almost all of them come with generous trial versions or periods, but I don't recommend 'newness' as a feature of any particular merit.

Devonthink (I use the Pro Office version) is a place to store your files and notes. It can, I think, take any file you can throw at it. It comes with software for processing PDFs into fully-searchable documents (OCR software, in other words) which is part of the reason why the license for the Pro Office version of the programme is so expensive.

If you're anything like me, you're drowning in PDF documents. They all come with helpful names like "afghanistan_final_report_02_16.pdf" and unless you have a rigorous file hierarchy and sorting system, you'll probably be unable to find one file or the other. And using the basic file hierarchy system for storage doesn't help you with situations like when you want to store the same file in multiple folders (i.e. what if a report is about Afghanistan and Tunisia). (DevonThink has a feature which allows you to store the files in multiple locations, but without saving two copies of the file. Any changes or annotations you make in one file will automatically be transferred to the other).

You might ask yourself why you would need DevonThink and Tinderbox (see this post for more). The short answer is that they store different kinds of files/data, and that DevonThink is less about thinking than about storage (to a certain extent) and discovery.

One of the key features of DevonThink Pro Office is its smart searching algorithms, its ability to suggest similar texts based on the contents of what you are looking at, etc. It does this by means of a proprietary algorithm, so I can't really tell you how it works, but just know that it does. It works best on smaller chunks of text. In this way, I was reading through a particular source from the 3 million-word-strong Taliban Sources Project database and then I clicked the "See also" button and it had found a source I would never otherwise have read on the same topic, even though it didn't even use one of the keywords I would have used to search for it. It uses semantic webs of words to figure this stuff out. Anyway, beyond a certain database size, this power becomes really useful. It can also archive websites, store anything including text, do in-text searches on e-books etc etc. (Read more on how I use DevonThink for research in general here.)

I also used it a little as an archive for substantive drafts / iterations of the writeup process. That's another important part of the process: making backups of many different kinds. I never found any use for them, but at least they were there (just in case).

If you're a data and document hoarder at heart, like me, you'll soon have a Devonthink database (or several databases, split up by topic) that is bigger than you can fully comprehend it, or remember what was inside the files. At that point, search becomes really important. Not just a straightforward search, but the ability to input 'fuzzy' terms (i.e. if you search for "Afghanistan" it'll also find instances where it's incorrectly spelt "Afgahistan"), and boolean language, into your query is really powerful/useful. DevonThink is an amazing search tool. The company that developed the database software also make something called DevonAgent, which is basically a power-user search tool for the internet. Google on steroids, if you will. Fully customisable, scriptable... you can really go crazy with this stuff. I use it, but my PhD wasn't really about searching things on the internet, so I didn't use it much for my research or writeup. But it's a great tool, too.

In short, DevonThink is a research database tool that will help you store and find the documents that relate to your research, and do smart things to help you find sources and texts that maybe you'd forgotten you'd saved. Highly recommended for anyone working with large numbers of documents.

PhD Tools: Think better with Tinderbox

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

Tinderbox is a tool for writers and thinkers that can handle most things that you throw at it. Anything to do with thinking, it can probably do what you want. That said, there is a slight learning curve to the programme, and it may not be to everyone's particular style. With those caveats stated, let's dive in.

Any PhD student generally takes a lot of notes. Notes on books or articles you're reading, or notes about points you want to make in the argument of your text / writeup. There are purely text-based / database-style systems that can handle these kinds of notes (like DevonThink, about which more soon) but none with the flexibility or visual features of Tinderbox.

A list of notes, for example, can be transformed into a visual / spaced-and-linked map of meaning like traditional 'mind maps'. You can switch back and forth between outlines and maps easily (or even display both on the same screen/window) and display notes as well.

It's fast, it doesn't break or crash or slow down your computer, and it helps you think things through in the way that is best suited to your needs. Too often, software forces you to think in a particular way (i.e. the way of the software creator), but Tinderbox adapts to the way you were thinking and allows you to draft notes and structure accordingly.

I've written elsewhere about some things I've done using Tinderbox, so no need to mention all that here, but some things I found specifically useful for my PhD:

1. Small databases, constructed on the fly, while taking notes from books. An example of this is a database of key players or individuals from within the Taliban who occurred at various places in my notes. This grew to a pretty extensive document, but Tinderbox allows you to make these kind of structured data sets without needing to think too much about how the data might eventually be presented or used. Changing things is easy.

2. Timelines -- Tinderbox can display lists of events with start and/or end dates on a timeline. I used this to create the TalQaeda timeline, for example, or the list of moments where the Afghan or international military forces claimed to have killed or identified a Chechen fighter in Afghanistan (chechensinafghanistan.com).

3. Working through 'unstructurable' ideas -- There's often a gap between the ideas you think you have in your head and the ideas as they are expressed on the page. I have found Tinderbox extremely useful in allowing me to find a way to make the two align closer together, or to figure out a structure or a sequence to parts of an idea in a way that makes most sense.

You can also use Tinderbox as a day-planner or a task outliner (like I discussed in my post about Trello), though I think it might be less suited to this task when compared to Trello.

The forum for Tinderbox and related products is a great place to discuss method, process and different ways of structuring ideas. Users are a mix of complete beginners and others who have been drafting books, novels and essays using Tinderbox for years. I find the discussions in the forum are often stimulating; asking questions there is an interesting way to rethink a particular mental quandary you might find yourself in.

BONUS: Listen to my podcast interview with Tinderbox's creator, Mark Bernstein, for more on the vision behind the software and for some practical tips on structuring ideas.