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Blinks

David Allen
Elliot Aronson
Wendell Berry
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T. Berry Brazelton
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Stuart Brown
Warren Buffett
Cognitive Daily
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Stuff Creators
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Donald Knuth
The Dalai Lama
J. McIntyre & T. Bevan
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Arne Naess
Gerald Patterson
Ross Perot
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Tom Peters
Eric S. Raymond
Research Blogging
Garr Reynolds
Oliver Sacks
Martin Seligman
David Snowden
Bruce Springsteen
Tapscott & Williams
Jill Bolte Taylor
Ken Thompson
Edward Tufte
Howard Wainer
George Will

   

   

       

home :: docs :: gtd

Sat, 21 Jun 2008

GTD with Emacs: Planner and Remember

This blog entry is part of a continuing series on GTD with Emacs. Thus far I have discussed the following components of my Getting Things Done setup: Emacs, Calendar and Diary, Muse and Blosxom. In this entry I discuss two essential components of GTD with Emacs: Planner and Remember. According to John Wiegley, the developer of Emacs Planner Mode, Planner can be used

… to manage your tasks, schedule, notes, and anything else you want to store in a free-text richly-hyperlinked personal information manager integrated into Emacs. Because it’s in Emacs, it can easily be tweaked to support your particular way of planning, and it can draw upon the data and functions you already have in Emacs.

It puts all of the Emacs PIM pieces together: BbdbMode (addresses), EmacsMuse (linking of notes and publishing), etc. This allows you to easily write notes, link to other notes, link to dates, link to addresses, link to — everything.

Remember, also by John Wiegley, is "a mode for quickly jotting down things to remember," and is designed for use with Planner. Planner, in turn, is designed for use with Muse. In addition, Planner can be used with Calendar and Diary. Together, all of these components constitute a GTD software suite, that is powerful, extensible, customizable, and free. A manual is available for Planner, and setup is straightforward. Here are the relevant portions of my Preferences.el file (you may recall from earlier posts that I use Aquamacs):

;;
;; Planner-Remember (Muse)
;;
(add-to-list 'load-path "/Library/Application Support/Aquamacs Emacs/planner-3.42")
(add-to-list 'load-path "/Library/Application Support/Aquamacs Emacs/remember")
(require 'remember)
(require 'remember-planner)
(setq planner-project "WikiPlanner")
;; Muse projects: see pp. 9-10 in Muse Manual
(setq muse-project-alist
       '(("WikiPlanner"
	 ("/Users/davidcross/plans"
	  :default "index"
	  :major-mode planner-mode
	  :visit-link planner-visit-link))))
(setq remember-handler-functions '(remember-planner-append))
(setq remember-annotation-functions planner-annotation-functions)
(setq planner-diary-use-diary t)
(setq planner-day-page-template "* Diary\n\n\n* Schedule\n\n\n* Tasks\n\n\n* Notes")
(require 'planner)
(require 'planner-deadline)
(require 'planner-gnus)
(require 'planner-diary)
(require 'planner-multi)
(require 'planner-cyclic)
(planner-gnus-insinuate)
(planner-diary-insinuate)
(planner-calendar-insinuate)
(calendar)
(plan)

In my view, the essence of GTD is to empty your mind, so that whatever it is you are doing in the moment receives the full attention of an uncluttered mind. To this end, David Allen’s GTD guides you in the creation of a trustworthy system for managing all your "stuff" — memos, letters, emails, articles, notes, messages, tasks, meetings, etc. Once such a system is in place, you can focus on the present task ("action" in GTD parlance) with an empty mind (see, for example, Shunryu Suzuki, Zen Mind, Beginner’s Mind, Shambala, 1970/2006). In this way, it can be seen that GTD boils down to this: A trustworthy system that helps create an empty mind for acting in the present.

A trustworthy GTD system is based on The Five Phases of Workflow Mastery (for a nice summary, see David Allen, Ready for Anything, pp. 157-159):

  1. Collect: Have buckets that collect everything, have as few buckets as possible, and empty them frequently. I have two kinds of buckets: Resource buckets and an action bucket. Resource buckets include my file cabinets, book shelves, and padfolio (for temporary storage of paper notes, letters, etc.). I have one action bucket, and that is Planner: My GTD system is designed so that everything that is actionable ends up here.
  2. Process: Make decisions about the stuff you have collected: Either toss it, store it (as a resource), do it (if it takes less than 2 minutes), delegate it, or add it to your Project list. My project list (including delegated items) is kept on Planner—more about this below.
  3. Organize: My files are organized by author (for articles) or project (for my own manuscripts, research projects, classes, etc.); my bookshelves are organized by author (for books) or binder (for projects). My Planner entries are organized into Calendar Actions (using Calendar/Diary), Next Actions (including delegated actions), or Projects. Next Actions are kept on my main Planner page; Project Actions are kept on separate project pages—more about this below.
  4. Review: I use Emacs Calendar/Diary and my main Planner page to review Calendar Actions and Next Actions on a daily basis; in order to facilitate weekly reviews, I have created a special GTD Master Project Page within Planner. My Master Project Page contains a list of all my projects, with links to each individual project page. My projects include various manuscripts, current research projects, classes, and so on. These are all "wiki-linked" (a Muse feature) to the Master Project Page, so that when it is time to do a weekly review, I can use the Master Project Page to review the individual projects, one at a time. An important feature of this GTD with Emacs system is this: You must carefully choose your Next Actions, which appear on your main Planner page, so that you are not overwhelmed, and can truly focus on what is important right now. All those tasks that are not important right now should be relegated to the individual project pages. A good rule of thumb would be to only put actions on your Next Actions list that can you can realistically get to this week; ideally, at the end of the week, your Next Actions list would be empty.
  5. Do: According to David Allen in Ready for Anything, acting (or doing) involves (a) making choices about your actions based upon what you can do (context), how much time you have, how much energy you have, and then your priorities; (b) staying flexible by maintaining a "total life" action-reminder system, always accessible for review, trustiing your intuition in moment-to-moment decision making; (c) ensure the best intuitive choices by consistent, regular focus on priorities. In other words, a trustworthy GTD system empties your mind, which in turn enables you to act (or do) in such way that you can make wise choices given current circumstances, stay flexible by keeping things in perspective, and maintain a clear focus given your priorities. It is important to realize that you can’t achieve this overnight, that implementing a GTD system requires reflection and practice, and is an ongoing process. If you are committed to the process, your productivity and well-being should be enhanced.

Well, that is all for now … best wishes with your GTD with Emacs setup!

Cheers

/docs/gtd | permanent link

Fri, 13 Jun 2008

GTD with Emacs: Muse and blosxom

This post continues my series on Getting Things Done and GTD with Emacs. It features two additional components of my GTD with Emacs setup: Muse and blosxom. According to the author of Muse, Michael Olson,

Emacs Muse is an authoring and publishing environment for Emacs. It simplifies the process of writings documents and publishing them to various output formats. Muse uses a very simple Wiki-like format as input.

Muse consists of two main parts: an enhanced text-mode for authoring documents and navigating within Muse projects, and a set of publishing styles for generating different kinds of output.

Muse can publish documents in several formats, including some which I use regularly: Blosxom, HTML, LaTeX, PDF. Muse can be used to create a wide variety of documents, including web pages, slides, lecture notes, documents with citations, blog entries, journals, and plan pages (in conjunction with Planner). Emacs Muse makes it easy to "Get Things Done" for two reasons: (a) it provides an intuitive and easy-to-use authoring environment specially suited for "wiki-like" documents, and (b) the user can use a single authoring environment to publish documents in a wide variety of formats. For example, when I am done with this post, I can save it as a muse file for further editing and revision; publish it as blosxom file for uploading to my blog; and publish it as pdf file if I choose to create an archive of my blogs.

The Muse manual is a good one, although there were a couple of times when I found it useful to look at Michael Olson’s Emacs settings. These are available as part of the Muse download, in the "examples" folder. Here is the Muse section of my Preferences.el file:

;;
;; Muse
;;
(add-to-list 'load-path "/Library/Application Support/Aquamacs Emacs/muse")
(add-to-list 'load-path "/Library/Application Support/Aquamacs Emacs/muse/lisp")
;;
;; Some of this code is borrowed from Michael Olson's Emacs settings
;;
;;(require 'outline)       ; I like outline-style faces
(require 'muse)          ; load generic module
(require 'muse-colors)   ; load coloring/font-lock module
(require 'muse-mode)     ; load authoring mode
(require 'muse-blosxom)  ; load blosxom module
;;(require 'muse-docbook)  ; load DocBook publishing style
(require 'muse-html)     ; load (X)HTML publishing style
(require 'muse-latex)    ; load LaTeX/PDF publishing styles
(require 'muse-latex2png) ; publish <latex> tags
(require 'muse-project)  ; load support for projects
;;(require 'muse-texinfo)  ; load Info publishing style
(require 'muse-wiki)     ; load Wiki support
;;(require 'muse-xml)      ; load XML support
(setq muse-blosxom-base-directory "/Users/davidcross/Documents/Website/Blog")
(global-set-key "\C-cpl" 'muse-blosxom-new-entry)
(setq muse-blosxom-extension ".txt")

Those lines that begin with ";;" are comments, and won’t be processed by Emacs during startup. As you can see, Muse is modular, and you only need to load those modules that you will actually use. Managing a startup file such as .emacs or Preferences.el will seem strange to Emacs newcomers. However, you can "borrow" segments from other users, which eases the learning curve substantially. In fact, the widespread and good natured sharing of Emacs setups and solutions is one of the most powerful aspects of GTD with Emacs.

Cheers

/docs/gtd | permanent link

Mon, 09 Jun 2008

GTD with Emacs: Calendar and Diary

Today’s post is a continuation of my series on Getting Things Done (GTD); it is next in sequence after my post on GTD with Emacs. (Note that you can see the entire GTD series, and only the GTD series, by clicking on the "gtd" at the bottom of any GTD post, including this one.) Once you have Emacs installed on your computer, setting up Emacs Calendar and Diary is the next logical step towards a complete GTD with Emacs setup. There is no need to download any files, everything is included as part of the Emacs distribution. However, there is some customization you will want to do. There are several good sources of information about the Calendar and Diary, including the following:

These are the websites, there are also three good books:

  • Debra Cameron, James Elliott, Marc Loy, and Eric Raymond, Learning GNU Emacs, Third Edition, O’Reilly, 2004.
  • Debra Cameron, GNU Emacs Pocket Reference, O’Reilly, 1998.
  • Richard M. Stallman, Gnu Emacs Manual: For Version 22, O’Reilly, 2007 (also available online—see above).

The first two are "must haves." Whether or not you buy the manual is a matter of taste: Do you prefer hard copy or digital copy? I own all three, but good books are my passion. One of them, I forget which, comes with a nice "GNU Emacs Reference Card." There are also numerous Emacs "Cheat Sheets" online—just Google "Emacs Cheat Sheet" and you will have access to several. Anyhow, back to Calendar and Diary.

There are two ways to start the Calendar: Issue the keystroke command "M-x calendar" ("alt-x calendar" on my G4) or put the following command in your Preferences.el file:

(calendar)

When Emacs starts up, it executes all of the commands in your .emacs file, or if you are running Aquamacs like me, all the commands in your Preferences.el file. By including "(calendar)" in Preferences.el, the Calendar will be loaded automatically when you start Emacs. My Preferences.el is in the following directory:

/Users/davidcross/Library/Preferences/Aquamacs Emacs/Preferences.el

In addition to "(calendar)" I have the following in my Preferences.el:

;;
;; Diary-Calendar
;;
(add-hook 'diary-display-hook 'fancy-diary-display)
(add-hook 'list-diary-entries-hook 'sort-diary-entries t)
(setq diary-list-include-blanks t)

These commands make it possible to see your diary entries in a useful format. In order to see fancy diary display, put the cursor on a selected date, and type, for example, "1 4 d" — this will produce a two-week window on your diary (or appointment book). If you want to enter an appointment in your diary, you select the appropriate date in the Calendar, and then type "i d" — it couldn’t be easier. All of this is explained and illustrated in the resources given above. I make a pdf of my two-week calendar every few days and upload it to my home page for colleagues and students to access if they want to schedule a meeting, or see what I am up to.

You can make all kinds of entries in your diary, including yearly events such as birthdays and anniversaries, monthly events such as due dates for certain bills, and weekly events such as meetings and classes. Entries can be associated with a certain time (10-11 am), or may just be something that has to be done on that day. Further, entries can run across several days, such as a trip or a workshop. In short, you can do anything in Emacs that can be done in other calendar programs, such as Outlook or Sunbird.

The beauty of Emacs Calendar/Diary is that you can do all of this in the same application—Emacs—that is your computer workbench. I regularly leave Emacs for only one of two purposes: to browse the web using Camino, or to view a document using Skim. Otherwise, when I am on my computer, I am almost always working in Emacs (as I am right this minute, using Emacs Muse). And, of course, Emacs Calendar/Diary is a key component of the GTD with Emacs setup, and Emacs Calendar/Diary integrates effectively with Planner, which is the core GTD component.

/docs/gtd | permanent link

Wed, 04 Jun 2008

GTD with Emacs

I have used emacs for quite some time now—about two decades—as a text editor, mostly to edit LaTeX source files, but also to do some statistical programming. Emacs comes in several flavors, and the flavor I use on my PowerBook G4 is Aquamacs, a version of emacs specially tailored for Macs. As I was ramping up to implement GTD (see my post Getting Things Done), I came across a blog entry (credmp, see below) that made me think about making emacs the core of my GTD action management system. Here is a fairly complete listing of resources for setting up GTD with emacs:

GTD with emacs is not for everyone. First, it is not even necessary to use a computer to implement a GTD action management system. It can easily and productively be done using manilla folders, ordinary paper, and a pencil, a "low-tech" approach that would make Wendell Berry proud (see, for example, The Mormon Worker: Wendell Berry’s "Gift of a Good Life"). Second, even if one does use a computer, it is not necessary to use emacs. There are other ways (see my post Getting Things Done).

GTD with emacs is for geeks. It really only makes sense if you already use emacs, or could make good use of it in the future. That said, GTD with emacs is a beautiful thing. It is solving for pattern (see my post Wendell Berry: Solving for Pattern). GTD with emacs is effective for two reasons. First, emacs itself is such a great work environment. Second, there are several add-on modules (called "modes," in emacs-speak) that extend emacs in useful ways. Two of the most relevant for GTD are Planner and Org. In subsequent posts I will be describing my setup in terms of each component (muse, planner, etc) and how that component contributes to GTD. In the remainder of this post I describe the virtues of emacs, which I see as the following:

  • Emacs is free: One of the most significant movements associated with the computer—information age is the Free Software movement; as the internet, and all of the devices connected using the internet, become a significant aspect of our daily routine, the significance of organizations such as the Free Software Foundation grows accordingly.
  • Emacs is multi-functional: Most of the core activities done on a computer can be done from emacs, including writing, programming, managing files and directories, and receiving and sending email—and, of course, Getting Things Done!
  • Emacs is extensible: One of the beautiful things about the open source-free software movement is that all of the code for programs such as emacs is open to everyone, and there are a lot of smart people writing extensions that make it even more useful; because of its extensibility, emacs is always growing and adapting to the needs of its users.
  • Emacs is popular: Emacs comes with a very active, world-wide user community, that renders "tech support" almost instantaneously through user groups and mailing lists.
  • Emacs works: Emacs works very well, and is a dynamic, living example of How Mass Collaboration Changes Everything.

I could go on, but you get the idea. Emacs is a special "product," and one that everbody should consider using. From the standpoint of GTD and HIP (see my post GTD is HIP), emacs is analogous to "working memory," the workbench of your daily computer activity.

Cheers

/docs/gtd | permanent link

Mon, 02 Jun 2008

GTD is HIP

There are some striking parallels between David Allen’s GTD action management system and the Human Information Processing (HIP) system described by cognitive scientists. A worthy description of HIP can be found as part of the Federal Aviation Administration (FAA) Human Factors Awareness Course. Embedded within this extensive online course is a cognition training module that is quite good. This training module is based on C. D. Wickens, Engineering Psychology and Human Performance (Harper Collins, New York, 1992), and is oriented towards man-machine interfaces. However, the cognitive description is self-contained and works well as a general introduction to HIP.

HIP can be viewed as having four components: input, storage, processing, and output. I will briefly describe each of these, and indicate some parallels with GTD.

  • Inputs arrive through the senses (vision, audition, etc) and are processed initially by the Short-Term Sensory Store (STSS).
    • STSS is an input buffer, whose contents are the raw data for perception. Perceptual processing is a function of (a) input data from STSS, (b) allocation of attentional resources, and (c) information available in long term memory. So, for example, in order to recognize a goat walking across my front yard, I must have sensory input in some form, I must be attending to the stimulus information, and I must have some data in my memory banks about goats.
    • These sensory and perceptual input processes correspond more or less with the collection stage of GTD workflow. The HIP system collects information, the GTD system collects "stuff" (email, notes, articles, etc—see Ch. 5 in GTD).
    • A principle common to both GTD and HIP is what might be called the Universal Encoding Principle (UEP). According to UEP, all input must be translated into a common language for central processing. In HIP, the various sensory codes are translated into the common code of neural firing; in GTD, the various input modalities are translated into the common code of the action management system.
  • There are two kinds of HIP storage: Long-Term Memory (LTM), and Short-Term, or Working, Memory (STM).
    • LTM can store very large amounts of information for very long periods of time. For example, when we fail to "remember" something, such as the name of an acquaintance, it is usually a retrieval problem and not a storage problem. The information is there, but we just can’t get at it right now. In contrast to LTM, STM can store much less, for much shorter periods of time—but STM is HIP’s "mental workbench." STM contains information that has been activated for processing in real time (see below).
    • LTM in HIP corresponds to all those storage devices in GTD (Reference, Someday/Maybe, Projects/Plans, Calendar, Next Actions) made up of "stuff" not currently being processed.
    • A principle common to both GTD and HIP is what might be called the Organized Storage Principle (OSP). According to OSP, more effective organization on the storage end leads to greater efficacy on the retrieval end. This is true of both studying and Getting Things Done (see Ch. 7 in GTD).
  • In Wickens’ HIP model, processing involves Decision and Response Selection (DRS). DRS is what we humans actually do with our perceptual input, working memory, and available attentional resources.
    • A critical feature of DRS is that it requires attentional resources, which are shared with other mental processes such as perceptual processing, working memory, and response execution (output), and correspond more or less to consciousness. Attentional resources, which are limited, place severe operating constraints on HIP in general, and DRS in particular. However, we can overcome the attentional bottleneck through automaticity. Automaticity works like this: When first learning a complex skill, such as riding a bike, all our actions require conscious, focused attention. However, as we practice and become more experienced, our actions become automatic, and can be executed without consuming all of the HIP’s attentional resources. At this point we can ride the bike "without thinking about it," and look around and enjoy the scenery.
    • DRS in HIP corresponds to processing in David Allen’s GTD action management system. Processing in GTD involves deciding, doing, delegating, and defering (see Ch. 6 of GTD).
    • A principle common to both GTD and HIP might be called the Good Habits Principle (GHP). According to GHP, the effectiveness human processing is largely determined by the habits (automatized behaviors) acquired and maintained by each of us.
  • Outputs of HIP are actions—responses determined by HIP input, storage, and processing.
    • Actions themselves become part of the input, through cybernetic feedback mechanisms. Feedback is what enables HIP to self-regulate and self-organize. For example, when learning to ride a bike, those early "wobbles" are feedback mechanisms in action. As we become more experienced, the "wobbles" decrease in magnitude, but they are still there: Steering is a series of "micro-wobbles," an ongoing exercise in cybernetic feedback. (And if our attention wavers too much, those "micro-wobbles" might become "macro-wobbles!")
    • Feedback in HIP corresponds to review in GTD (see Ch. 8 in GTD). Review in GTD involves monitoring and fine-tuning the operation of the GTD action management system, based upon deliberate monitoring of ongoing action management activities.
    • A principle common to both GTD and HIP is the Cybernetic Principle (CP). According to the CP, the adaptive capacity of human actors is determined by the quality of feedback mechanisms.

A final note is this: HIP is what makes GTD possible, but GTD is designed to improve the efficacy of HIP. This means that GTD and HIP are involved in a series of cybernetic feedback loops—and improving the cybernetics of HIP and/or GTD is a matter of Solving for Pattern (see my post Wendell Berry: Solving for Pattern).

Cheers

/docs/gtd | permanent link

Fri, 30 May 2008

Getting Things Done

I have been a fan of David Allen’s Getting Things Done "action management" system for about two years now, although I am only now getting serious about implementing GTD in my own life. In fact, I am writing this upcoming series of posts as a way to clarify my own thinking about GTD, and also to document this process for my own and others’ future reference (see my Why Blog? post). This initial post is a brief overview of GTD resources. The place to start is David Allen’s own books:

  • Allen, D. (2001). Getting Things Done: The Art of Stress-Free Productivity. New York: Penguin.
  • Allen, D. (2003). Ready for Anything: 52 Productivity Principles for Work and Life. New York: Penguin.
  • Allen, D. (2008). Making It All Work: Winning at the Game of Work and the Business of Life. New York: Penguin.

Making It All Work has yet to appear, so I cannot speak for it. Getting Things Done is the book that Got It All Started, but Ready for Anything is my favorite. Getting Things Done contains too much detail for my taste, whereas Ready for Anything is written in bite size chunks, at just the right level of principle and practice. This, by the way, is just the balance I hope to achieve in this blog.

In addition to David Allen’s books, there are lots of resources available on the web. Here are some of the best:

These eight are sufficient to get you started; they will lead you to hundreds of others.

In the next several posts I will share some of my insights about GTD, and my GTD setup, which is based on GNU emacs.

Cheers

/docs/gtd | permanent link