After a week without reviewing my system, undone actions begin to pile-up and my dashboard is very crowded. The first step is therefore reschedule or cancel some actions. For that, I generate a Daily Action List with the following Org Agenda custom command:

(setq org-agenda-custom-commands
      (quote
       (("D" "Daily Action List"
         ((agenda ""
                  ((org-agenda-span 1)
                   (org-agenda-sorting-strategy
                    (quote
                     ((agenda time-up category-up tag-up))))
                   (org-deadline-warning-days 7))))
         nil)
        ;; [....] 
        )))

With C-c a D, I get all the actions for the current day and all undone things which were scheduled earlier or for which the deadline has passed, will also appear. The actions with a deadline in the coming 7 days will also show up.

The first step in getting current, is looking at the list of all next actions. For this, I have a group of custom commands. There is one for all actions, and 2 others which select only work or only home actions respectively:

One crucial exercise in the weekly review is to have a look at the past week and the coming ones so that we see what we have done, what we should have done but didn't, and what's coming ahead.

For this, I also generate an agenda view with 24 days, starting 10 days ago. This way I see the last week and a half and the next 2 weeks. I have built the following interactive command to do that:

(defun my/generate-agenda-weekly-review ()
  "Generate the agenda for the weekly review"
  (interactive)
  (let ((span-days 24)
        (offset-past-days 10))
    (message "Generating agenda for %s days starting %s days ago"
             span-days offset-past-days)
    (org-agenda-list nil (- (time-to-days (date-to-time
                                           (current-time-string)))
                            offset-past-days) 
                     span-days)
    (org-agenda-log-mode)
    (goto-char (point-min))))

Putting the agenda in log mode, allows to see the tasks marked as DONE at the corresponding time of closing. If, like me, you clock all your working time, the task will appear also every time it was worked on. This is great to get a sens of what was accomplished.

Reviewing all the actions that are blocked because they are delegated or need an input from someone else is important. Org Mode allows to generate an agenda view for that with the standard agenda dispatcher. Typing C-c a T generates an agenda view with all tasks matching a particular TODO keyword. I enter WAITING at the prompt and that's all!

Sometimes, a project (that is, something that needs several actions to be done) gets stuck. Org Mode has a concept of stuck project (see the description of the variable org-stuck-projects), but I found it difficult to configure to my liking. I use org-ql again to generate a custom command like this:

(setq org-agenda-custom-commands
      (quote
       (
        ;; [....]
        ("P" "Stuck Projects"
         ((org-ql-block '(and (todo "PROJECT")
                              (or (not (descendants))
                                  (and (not (descendants 
                                             (or (todo "STARTED") (todo "NEXT"))))
                                       (descendants 
                                        (and (or (todo "TODO") (todo "WAITING")) 
                                                         (not (deadline)) 
                                                         (not (scheduled)))))
                                  (not (descendants (or (todo "NEXT") (todo "TODO") 
                                                        (todo "WAITING") 
                                                        (todo "STARTED")))))))))
        ;; [...]
        )))

For me, a stuck project is a headline with a PROJECT keyword that does not have a next action, or for which the non next actions don't have a deadline or a scheduled time slot.

To generate the list of projects, I use the same approach as for the list of next actions.

(setq org-agenda-custom-commands
      (quote
       (
        ;; [....]
        ("p" . "Projects List")
        ("pp" tags "+TODO=\"PROJECT\"")
        ("pw" tags "+TODO=\"PROJECT\"+work")
        ("ph" tags "+TODO=\"PROJECT\"+home")
        )))

Typing C-c a p p gives me the list of all my projects.

Having a list of things you may want to do someday is exciting. You can add whatever you want knowing that you don't have to commit to it unless or until you feel like it. However, sometimes you forget for too long about all those things and reviewing them can give new ideas or put you in the mood to commit.

The main problem with a someday/maybe list is that it keeps growing, so you can't review it weekly. Mine contains more than 2650 items! What I do is that I randomly jump to one point in the list and review items for 5 minutes. I use the following interactive command:

(defun my/search-random-someday ()
  "Search all agenda files for SOMEDAY and jump to a random item"
  (interactive)
  (let* ((todos '("SOMEDAY"))
         (searches (mapcar (lambda (x) (format "+TODO=\"%s\"" x)) todos))
         (joint-search (string-join searches "|") )
         (org-agenda-custom-commands '(("g" tags joint-search))))
      (org-agenda nil "g")
      (let ((nlines (count-lines (point-min) (point-max))))
        (goto-line (random nlines)))))

It seems a little convoluted, since I could have done the same thing as for the waiting for list, but with this command I can use other TODO states by adding them to the list in the first line of the let. Also, the jump to a random point is cool.

As you can see, I have a custom set of commands and functions to make my weekly review easy. This is important. Until I automated this things, I would tend do skip the review too often. Now that I have a streamlined workflow I am much more disciplined with my weekly reviews and this results in an increased peace of mind.

My elisp code may need cleaning and improvements. Do no hesitate to send me some feedback by e-mail if you have any suggestion or tricks to share.

A couple of years ago, I was trying to improve my note taking abilities and did some research. I discovered the Zettelkasten method and read the book How to take smart notes by Sönke Ahrens which describes this approach invented by Niklas Luhmann, a German sociologist.

For a quick introduction to the method, I find this web site very well done. If you get interested in Zettelkasten, before jumping to the last shiny app or Emacs package, I think it's better to read Ahrens' book.

Anyway, in a few words, in Zettelkasten, you create notes with small bits of knowledge that are meant to be self contained. These notes may contain links to other notes with related content. The idea is that the knowledge is not organized hierarchically, but in a graph where notes point to other notes.

The Zettelkasten is a living thing where notes are regularly added and most importantly, the notes are frequently read and improved, either by reformulating the content, adding links to other notes, etc.

The Zettelkasten is meant to be personal, edited by a single person. It's like a second brain.

Niklas Luhmann did everything by hand and his Zettelkasten was made of paper cards. He had to invent a clever indexing method and used special structure notes to create tables of contents for different subjects. It is a pleasure to browse the original Zettels.

In order to implement a digital Zettelkasten, we only need a note taking application with the ability to create links between notes. A nice bonus is adding tags to the notes to simplify search and generation of sets of related notes.

There are lots of applications on the proprietary software market that support the creation and management of a Zettelkasten. There are also free software counterparts.

Emacs offers several alternatives in terms of packages:

• Neuron mode, which uses markdown;
• org-zettelkasten, which is a set of functions on top of org-mode;
• Zetteldeft, which uses deft;
• org-roam, based on org-mode and inspired by a commercial application.

There are probably others that I am not aware of. Org-roam seems to be the most popular one.

After reading Ahrens' book, I decided that I wanted to try the approach. I did not think want to choose one of the available Emacs packages for several reasons. The first one is that I did not understand why I needed anything else than plain org-mode. The second one was that I did not want to commit to any particular implementation before understanding how and if the approach would be useful for me.

I have a big org-mode file called zettels.org with to top-level headings, one for structure notes and another one for standard zettels. Each note is a second level heading with a title, possibly some org-mode tags, a property drawer and the note content.

The property drawer contains at least the DATE_CREATED property with an inactive org-mode timestamp for the day and time when the note was created.

The structure notes are created by hand. That means that I create a heading, write the note and add the DATE_CREATED property. I do not create many structure notes, so a manual workflow is OK.

For the standard zettels, I use org-capture. The capture template automatically inserts the DATE_CREATED property, but also a FROM property with an org-mode link to the place I was in Emacs when I run org-capture. This link can therefore point to another Zettel (for which an org-id will be created), any org-mode heading if I am in an org-mode file, but this can also be an e-mail in Gnus, a pdf document, an EPUB file, a web page, etc. This is possible because I do everything in Emacs. Storing where I was when I created the note gives interesting context.

I have 2 org-capture templates for Zettelkasten, one which does what I described above, and another one which is used for quotes. The latter will copy the marked region in the current buffer into a quote org-mode block.

So a typical captured zettel may look like this:

** The title of the note :tag1:tag2:
:PROPERTIES:
:DATE_CREATED: [2021-08-06 Fri 22:43]
:FROM: [[nov:/home/garjola/Calibre Library/abook.epub::26:7069][EPUB file at /home/garjola/Calibre Library/abook.epub]]
:END:

My ideas on the subject. Etc.

#+begin_quote
Some text that was marked in the EPUB I was reading.
#+end_quote

- See also [[id:e2b5839d-d7ef-4151-8676-17dacd261e86][Another note linked with org-id.]]

This way, while I am reading interesting things, I can capture an idea with all its context. I will of course come later to this note to improve it.

This is done in my regular gardening sessions. During these sessions, I browse the Zettelkasten, read notes, add tags and links to other notes, rewrite things, etc.

For this tasks, I use a couple of functions. The first one jumps to a random Zettel, so I am sure that I regularly explore forgotten parts of the Zettelkasten. The second one finds back-links, that is notes having links that point to the current note. This is useful for a bi-directional browsing of the content.

My first Zettel dates back to December 30 2019. I've been using this system since then and I am very happy with it. A year ago, I started seeing a big buzz about org-roam and I looked into it. It seemed very nice, with functionalities that I don't have in my system and I started wondering whether I should use it. Since at that time I understood that there were some breaking changes planned for version 2, I decided to wait for org-roam v2 to be released and re-evaluate the situation.

In the meantime, my Zettelkasten has continued growing. Today, it contains 1345 zettels. After org-roam v2 was released, David Wilson at System Crafters did a series of videos showing the power of org-roam. As always, David's videos are of great help to get started and he has the rare ability of guiding the interested crafter so that he or she is able to customize thing as wanted.

I therefore installed org-roam and even wrote the code to migrate my Zettelkustom to org-roam. I was an interesting exercise that allowed me increase my knowledge of Emacs Lisp and get familiar with the org-element API.

However, I am not sure that I want to do the migration. Although org-roam is very rich and has a large community of users, I have the feeling that it does to many things that I don't need. I guess that, if I was starting with org-mode, org-roam would be the good choice, but I have been using org-mode for personal organization (with GTD), note taking, writing scientific papers and reports, doing literate programming, and may more things.

And I have my personal preferences and habits that I will likely not change. For instance, for me, mixing project management and Zettelkasten does not make sense. I also don't need a special integration between Zettelkasten and my bibliographic database (org-ref and ivy-bibtex are all I need).

Therefore, by now, I'll stick to my 2 capture templates and 2 simple functions that I understand well.

I any case, all this shows the power of org-mode and its ecosystem.