---
title: "a taxonomy of notes"
slug: a-taxonomy-of-notes
type: evergreen
stime: 2026-05-25 @ 1:32AM
status: growing
certainty: likely
importance: 6
tags: [meta, zettelkasten]
---

The slipbox keeps semantic note types, but it does not need a separate template for every type. All notes share the same frontmatter schema, and every note is a flat `.md` file in the root. The `type` field describes what the note is; the Obsidian template only supplies a useful starting shape.

Four flexible templates cover the vault:

- `note.md` for claims, questions, ideas, essays, and reflections
- `item.md` for people, companies, places, projects, products, tools, and institutions
- `source.md` for papers, books, articles, lectures, videos, podcasts, and conversations
- `collection.md` for hubs, indexes, notebooks, reading lists, and topic collections

For example, a person and a company are both item notes. They use the same template and factual body shape even if their `type` values differ. Add a new semantic type when it helps retrieval; add a new template only when a genuinely new body shape is needed.

All notes move through four stages: rough, growing, evergreen, abandoned.

- Working notes in [Scratchpad](scratchpad.md)
- [Evergreen notes]()
  - the central form, one claim per note
  - title: complete declarative sentence ("Memory is the load-bearing constraint of self-directed learning"), imperative ("Write notes for yourself by default"), or noun phrase for terms of art ("[Gaussian integral](gaussian-integral.md)")
  - body: 2-5 paragraphs, first sentence restates title at one degree higher specificity, no preamble
  - links: one outbound per 25-50 words of body, external links in `## Bibliography` only
  - optional: `Q. / A.` spaced-repetition pairs, bullet lists of related claims, block quotes in bibliography
  - use when: you have a single idea you can explain without mentioning the source

- Idea note
  - freeform working note for material that is not yet (and may never be) a single claim
  - title: project name or noun phrase ("[Agentic Port Of Sophia to Rust](agentic-port-of-sophia-to-rust.md)", "caveman-adhd combined skill")
  - body: whatever shape the idea needs — long specs, prompt writeups, checklists, multi-section dumps, evolving designs
  - no 2-5 paragraph rule, no one-claim rule; headings and unfinished sections are fine
  - lifecycle: extract crystallised claims into evergreens; abandon when dead; keep as idea while it is still a living multi-claim design
  - use when: AI prompt writeups, long-term project specs, multi-primitive system designs, anything too large or too fluid for an evergreen

- Proper noun notes (weakly evergreen, accumulate facts rather than develop arguments)
  - Paper note (literature note)
    - one note per academic work, the book gets shredded, the claims survive
    - title: full academic citation ("Ramanujan, S. (1914). Modular Equations and Approximations to pi")
    - body: bullet hierarchy only, no prose paragraphs
      - first line: full citation with DOI/URL
      - each top-level bullet is a claim, phrased as a forward link to an evergreen
      - sub-bullets: qualifications, sub-claims, follow-on links
    - use when: processing a paper, textbook chapter, or formal published source

  - Person note
    - a hub for a single human being, exists primarily to be linked to
    - title: the name, nothing else ("Richard Feynman", not "Notes on Feynman")
    - body: bullet list of biographical facts and pointers, 5-20 lines
      - affiliation, training, current role, distinctive concepts
      - external links (site, Wikipedia, IMDB) inline in bullets
      - quotes in blockquote form, attributed inline
      - no paragraphs of prose
    - if it gets long, refactor bullets into evergreen notes about the person's ideas
    - use when: a person appears across 3+ evergreen notes and needs a hub

  - Company note (institution note)
    - a hub for an organization, factual rather than argumentative
    - title: the organization's preferred name ("Bell Labs", "Anthropic"), no tagline
    - body: bullet list
      - founding, mission, key people, key outputs
      - bullets dated where possible (`[[YYYY-MM-DD]]`) to prevent silent rot
      - external links inline
      - one allowance for opinion: "Why X matters (dated)" section, explicitly dated and labeled
    - use when: an organization appears across 3+ notes and needs a factual anchor

- Question note
  - what an evergreen becomes when the claim has not crystallized
  - title: interrogative sentence ending in `?` ("Why did Plan 9 fail to displace Unix?")
  - body:
    - opens with one-line rephrasing of the question or its stakes
    - enumerates positions as bullets, each linking to an evergreen that argues that position
    - hedged personal lean if one exists, labeled ("My current lean, weakly held:")
    - closes with the most useful unresolved sub-question, not a resolution
  - lifecycle: meant to be refactored into a declarative evergreen when evidence resolves
  - use when: enough evidence to name the positions but not enough to commit

- Letter note
  - dated, long, reflective, closest form to a blog post
  - title: ISO date prefix + topic phrase ("2026-05-23 Letter - On the shape of a corpus")
  - body: long-form prose, sub-headings, full paragraphs, first-person voice, 1,000-4,000 words
    - internal and external links coexist in body
    - closes with a sign-off ("Until next month, Kris")
  - use when: monthly reflection, plans, half-formed ideas, occasion-bound writing

- Lecture note
  - a note taken from a lecture, not an outline for giving one
  - two coupled forms:
    - master series note
      - title: prefixed with `section-` ("section-feynman-messenger-lectures-1964")
      - body: one-paragraph orientation, then numbered list of individual lectures as links
      - optional: cross-cutting notes section for claims that emerge across the series
    - individual lecture note
      - title: lecturer, series shorthand, number, topic, date ("feynman-messenger-1-law-of-gravitation-1964-11-09")
      - body: bullet hierarchy, lecturer's main moves in order
        - sub-bullets: examples, equations, asides
        - each claim worth extracting is a forward link to an evergreen stub
        - no running prose
      - optional: `← back to [[master-series-note]]` link
  - use when: processing a lecture watched or attended, one note per lecture
  - master series note created when 2+ lectures from the same source exist

## Non-types

- Scratchpad
  - not a note type, a daily capture surface for ephemeral thoughts
  - titled by date ("YYYY-MM-DD"), tagged `type: scratchpad`
  - filtered out at build time, never reaches production
  - ideas extracted into long-term places: films to watchlist, books to reading list, everything else into the appropriate type above
  - see [Scratchpad](scratchpad.md)

- Jottings (a state, not a type)
  - raw capture that has not yet become a note
  - has `status: rough` and whichever type it will become
  - process within 48 hours or delete
  - surviving longer than 48 hours is avoidance, not importance

- Index / Map of Content (a view, not a type)
  - curated link lists into topic clusters
  - created reactively when 5-10 notes cluster around a topic
  - `type: evergreen` whose content is a structured list of links
  - title is the topic ("[Differential calculus](differential-calculus.md)")

## Observations

- proper noun types (person, company, paper) are weakly evergreen: if you find yourself writing prose, it belongs in an evergreen note elsewhere
- dated types (letter, lecture) are not designed to survive their occasion
- only evergreen and question are argumentative; idea is constructive/speculative; the other five describe, record, list, or hub
- title style is the most reliable form-tell:
  - declarative sentence -> evergreen
  - project name / freeform noun phrase + multi-section body -> idea
  - citation string -> paper
  - bare name -> person
  - sentence ending in `?` -> question
  - ISO date prefix -> letter
  - `section-` prefix -> lecture
  - organization name -> company

## How to choose

1. single human being? -> person
2. organization? -> company
3. single published work? -> paper
4. lecture watched or attended? -> lecture
5. monthly update to audience? -> letter
6. question you cannot yet answer? -> question
7. claim you can state in one sharp sentence? -> evergreen
8. long-term spec, prompt writeup, or multi-claim design still in motion? -> idea
9. none of the above? -> write a sentence in your scratchpad and come back tomorrow

## Related

- [About These Notes](about-these-notes.md)
- [One Idea Per Mini-Essay](one-idea-per-mini-essay.md)
- [Keep Mini-Essays Short](keep-mini-essays-short.md)
- [cheap intelligence enables retroactive idea mining](cheap-intelligence-enables-retroactive-idea-mining.md)
- [Manager vs. Maker Time](manager-vs-maker-time.md)
