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Replay: Meloney Hall interviewed me about sketchnoting

Meloney Hall interviewed me about sketchnoting. I managed to listen, talk, and sketch while doing this. Boggle! Although talking interferes a little with writing words, so my notes become more graphical. Hmm, maybe that’s a way for me to experiment with more graphical notes… =)

Transcript

You can download the MP3 from archive.org

2014-03-12 Visual note-taking - Sacha Chua, Meloney Hall page 2 #sketchnoting #live #interview

2014-03-12 Visual note-taking – Sacha Chua, Meloney Hall page 2 #sketchnoting #live #interview

2014-03-12 Visual note-taking - Sacha Chua, Meloney Hall page 1 #sketchnoting #live #interview

2014-03-12 Visual note-taking – Sacha Chua, Meloney Hall page 1 #sketchnoting #live #interview

See the event page for more details

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Describing my personal knowledge management routines with Harold Jarche’s Seek-Sense-Share framework

I spend much of my time learning, making sense of things, and sharing what I’ve learned. I like connecting with other people who think about how they do this. I chatted with Harold Jarche about how he manages his 10-year blog archive. We thought it might be good to describe our knowledge management processes in more detail. Here are more details on mine!

2014-03-03 How I work with knowledge - seek, sense, share #pkm

2014-03-03 How I work with knowledge – seek, sense, share #pkm

Seek

One of the things I’m working on as part of this 5-year experiment is to be more proactive about learning. It’s easy to fall into relying on client requests or a serendipitous stream of updates to teach me interesting things. It takes more work to observe what’s going on and come up with my own questions, ideas, and experiments. I think learning how to do that will be more interesting.

I used to get most of my information through reading. I love being able to slurp a book and take advantage of someone else’s experience. I turn to the Web for more current or on-the-ground information. I read social network updates and blog posts to find out about things I didn’t even think of searching for.

I’m learning more about asking people. There’s a lot written down, but there’s also a lot of knowledge still stuck in people’s heads. Asking helps me pull that out into a form other people can learn from.

Trying things myself helps me test knowledge to see if it makes sense to my life. I learn how to adapt things, too, and I might even come up with my own ideas along the way.

Sometimes I get interesting questions through e-mail, comments, or other requests. Those are worth exploring too, since explaining helps me understand something better. I fill in gaps in my understanding, too.

(Make) Sense

Many of my blog posts are reflective. I think out loud because that helps me test whether I make sense. Sometimes other people help me learn or think my way through complex topics. A public archive is helpful, too. I can search my thoughts, and I’m relatively confident that things will continue to be around.

Chunking

The main challenge I’m working on is getting better at “chunking” ideas so that I can think bigger thoughts. I’m comfortable writing my way through small questions: one question, one blog post. As I accumulate these posts, I can build more complex thoughts by linking to previous ones.

Sketches help me chunk ideas. Like blog posts, each sketch addresses one idea. I can combine many sketches into one blog post, and then use a sketch to map out the relationships between ideas.

I’m learning how to organize my posts into series. A better writer would plan ahead. Me, I usually work backwards instead, organizing existing posts and tweaking them to flow better. When I get the hang of series, I’ll be able to start thinking in chunks of short books.

Reviews

I have a regular review process. I do weekly reviews of my blog posts, sketches, reading, and time. I do monthly reviews and yearly reviews, rolling the summaries upward.

I’ve written some scripts to simplify this process. For example, I read blog posts with the Feedly reader. If This Then That imports my Feedly saved items into Evernote. I have an Emacs Lisp function that reads Evernote exports and formats them for my blog, and then I annotate that list with my thoughts.

Archive hacks

Even with this review process, I can’t remember everything I have in my archive. Fortunately, I’m a geek. I like building and tweaking tools. I’ve written about the different things I do to make it easier to go through my archive. I can find things faster thanks to little things like having a browser search keyword for my blog. Recommendations for similar posts help me find connections that I might not have thought about myself.

Delegation

One of the unusual things I’ve been experimenting with is delegation to a team of virtual assistants. I ask people to research information, summarize what they find, and draft posts. I can find things faster myself, and I can write pretty quickly. Still, it’s a useful way to learn about things from other people’s perspectives, and I hope it pays off.

Share

My website is the base for all my sharing. Having seen so many services come and go, I don’t trust anything I can’t back up and control. I keep most things in a self-hosted WordPress blog. I also use Google Drive for easy, granular sharing (such as my delegation process folder), and Dropbox for other features.

I keep a copy of my sketchnotes in Evernote for convenience, and I share those notebooks as well. See my sketchnotes, sketchbook, and visual vocabulary.

Google Hangout on Air is great for recording podcasts and video conversations. The broadcast is available as a live stream, and it’s automatically recorded too. I’ve been moving more of my conversations to Hangouts on Air so that other people can learn from them.

I don’t want to clutter my main Twitter account with automated posts. I use @sachac_blog for blog post announcements. On occasion, I’ll post links or sneak previews with my main Twitter account, @sachac.

For free/pay-what-you-want resources, I use Gumroad. I like the way that it lets me offer digital resources while giving people a way to show their appreciation.

I’m also experimenting with paper books using CreateSpace. I’m looking forward to releasing some sketchnote collections through that.

How about you? How do you work with what you know?

Check out Harold Jarche’s post, too: What is your PKM routine?. Want to watch our conversation about large blog archives? See Youtube video below.

How I animate sketches with Autodesk Sketchbook Pro and Camtasia Studio

Spoken words can be much more effective when accompanied with animation, so my clients have been asking me to put together short animations for them. Here’s my workflow in case you’re interested in doing this too.

Step 1: Draw the images and get them approved.

Make your canvas roughly the same size as your final image so that you can save frames if needed. The bottom layer should be your background colour (ex: white). You can use a grid to line things up, then hide the grid when you’re ready to export. Use one layer per scene in your animation.

Step 1: Draw the image - get it approved if necessary

Draw the image – get it approved if necessary

Step 2: Prepare for animation.

Hide everything but the first scene and your background layer. Add a white layer at 90% opacity above your sketch. This allows you to trace over your sketch while making it easy to remove the pre-sketch in Camtasia Studio. Using a translucent white layer allows you to fade your other scenes without adjusting the opacity for each of them.

Step 2: Prepare for animation

Prepare for animation

Step 3: Lay out your screen.

Zoom in as close to 100% as possible. Use TAB to hide the Autodesk Sketchbook interface and position your sketch so that the important parts are not obscured by the little lagoon controller on the left side. You can turn the title bar off, too. Set Camtasia Recorder to record your screen without that little controller – you can either record only part of your screen, or add a white callout afterwards.

Lay out your screen

Lay out your screen

If you need to create HD video, a high-resolution monitor will give you the space you need. My Cintiq 12WX has a resolution of 1280×800, and my laptop has a resolution of 1366×768. When I need to record at 1920×1080, I use my Cintiq as a graphics tablet for an external monitor instead.

It’s probably a good idea to turn audio off so that you don’t have to split it out and remove it later.

Cintiq buttons

Cintiq buttons

This is also a good time to set up convenient keyboard shortcuts or buttons. The Cintiq 12WX has some programmable buttons, so here’s how I set mine up:

  • Left button: Ctrl-z – handy for quickly undoing things instead of flipping over to the eraser.
  • Middle right button: TAB – hides and shows the interface.
  • Bottom button: Ctrl-Shift-F8 – the keyboard shortcut I set up my Camtasia Studio with, so I can pause and resume recording.

This makes it easier for me to pause (bottom), show the interface (middle right), change colours or brushes, hide the interface (middle right), and resume (bottom). That reduces the editing I need to do afterwards.

Step 4: Record!

Because the pre-sketch shows you where things should go and you’ve already fiddled with the layout to make sure things fit, it’s easy to draw quickly and confidently. Use TAB to hide or show the interface. When you’re starting out, you may find it easier to record in one go and then edit out the segments when you’re switching brushes or colours. As you become more comfortable with switching back and forth between full-screen drawing and using the Autodesk Sketchbook Pro interface, try the workflow that involves pausing the screen, showing the interface, hiding the interface, and then resuming the recording.

Step 5: Edit and synchronize in Camtasia Studio.

Save and edit the video. Set it to the recording dimensions of your final output, and set the background colour to white.

Use Visual Effects > Remove a Color to remove the pre-sketch. Now it looks like you’re drawing on a blank canvas. See my previous notes for a demo.

Now synchronize the video with the audio. You may want to add markers to your audio so that you can easily tell where the significant points are. Use the timeline to find out the duration between markers. Split your video at the appropriate points by selecting the video and typing s. Use clip speed (right-click on the segment) to adjust the speed until the video duration matches what you need.

Note that at high clip speeds, Camtasia drops a lot of frames. If this bothers you, you can render the sketch at 400% speed using Camtasia or Movie Maker, produce that as an AVI or MP4, re-import that media, and continue compressing it at a maximum of 400% speed each time until you get the speed you want.

If you need to cover up a mistake, a simple white rectangular callout can hide that effectively. If you need to make something longer, extend the frame. Because you can’t extend frames into video that’s already there, you may want to drag the segment onto a different track, and then split or cut the excess.

Produce the synchronized video in your required output format (ex: MP4, MOV…) and you’re done!

Hope this workflow helps you get into doing more animated sketches with Autodesk Sketchbook Pro and Camtasia Studio on a laptop or desktop computer. Do you use other tools or other workflows? Please share!

New free/pay what you want resource: Sketchnotes 2013; also, Emacs Dired rocks

cover

Get your copy of the Sketchnotes 2013 collection

Since people found my collection of sketchnotes from 2012 handy, I’ve put together a categorized collection of sketchnotes from 2013 as well. Enjoy! =)

Behind the scenes

This was how I made the 2012 collection:

  1. Create a Microsoft Powerpoint presentation. Fill it with high-res images. Resize and position all the images. Use AutoHotkey to save myself time and avoid going crazy.
  2. Create a spreadsheet with titles and page numbers. Add captions with liberal use of AutoHotkey.
  3. Create a manual table of contents and link to all the images. Mostly use AutoHotkey, except for the part where if you create a link to a slide number that consists of repeated numbers (ex: 55 or 66), you have to select it a different way, because typing “55″ gets you #51 (and “555″ gets you #52, etc).
  4. Save as PDF.

There was a lot of manual fiddling around involved in making that collection, so I’m experimenting with a different approach that may be useful. For Sketchnotes 2013, I wanted to see if there were ways I could simplify the packaging process while enabling people to do other things with the files.

Here’s what I did:

  1. I used Emacs dired-mode’s C-x C-q (dired-toggle-read-only) to go into editable mode, which allowed me to easily edit all the filenames to include #keywords. I used C-x C-q to save the changes.
  2. Then I used Emacs dired’s % m to select multiple files by regular expressions and R to move the files into a specified directory.
  3. Tada! Neatly organized files. I packaged it up as a ZIP and put it on Gumroad.
  4. Since Dropbox also allows you to share folders, I created a public link to the folder that had my organized sketches. That way, people can download a single directory if they want to, instead of downloading all 250+ MB.

It still might be interesting to make a PDF, especially if I can make one that can be published through something like CreateSpace. More packaging… =)

More notes on managing a large blog archive: 17 things I do to handle 10+ years of blog posts

I’ve been thinking a lot about how to manage a large archive to encourage discovery and serendipity, and to make it easier to fish out articles so that I can send them to people. I started in 2001-ish and have more than 6,500 posts. There’s not a lot of information on how to manage a large archive. Most blogging-related advice focuses on helping people get started and get going. Few people have a large personal archive yet. I love coming across other bloggers who have been at this for more than ten years, because information architecture is fascinating. Here’s what I do, in case it gives you any ideas.

  1.  I set up Google Chrome quick searches for my blog, categories, and tags. This means I can quickly dig up blog posts if I remember roughly where they are. (Gear > Settings > Search > Manage Search Engines):
    • Blog (b): https://www.google.ca/search?q=site%3Asachachua.com+%s
    • Blog category (bc): http://sachachua.com/blog/category/%s
    • Blog tag (bt): http://sachachua.com/blog/tag/%s
  2. I create pages with additional notes and lists of content. I use either Display Posts Shortcode or WP Views, depending on what I need. See the Emacs page as an example.
  3. I’ve started using Organize Series to set up trails through my content. It’s more convenient than manually defining links, and it allows people to page through the posts in order too. Read my notes to find examples. I’m also working on maps, outlines, and overviews.
  4. I’ve also started packaging resources into PDFs and e-books. It makes sense to organize things in a more convenient form.
  5. I converted all the categories with fewer than ten entries to tags. Categories can get unwieldy when you create them organically, so I use categories for main topics and tags for other keywords that might graduate to become categories someday. I think I used Categories to Tags Converter or Taxonomy Converter for this. Hah! Similar Posts reminded me that I used Term Management Tools. Awesome.
  6. I manually maintain a more detailed categorical index at sach.ac/index. This makes it easier for me to see when many blog posts are piling up in a category, and to organize them more logically.
  7. I set up short URLs for frequently-mentioned posts. The Redirection plugin does a decent job at this. For example, people often ask me about the tools I use to draw, and it’s great to just be able to type in http://sach.ac/sketchtools as an answer.
  8. I post weekly and monthly reviews. The weekly review includes links to that week’s blog posts, and the monthly review includes a categorized list. I’ve also set up daily, weekly, and monthly subscriptions based on the RSS feeds. This is probably overkill (more choices = lower subscriptions), but I want to give people options for how frequently they want updates. The weekly and monthly reviews are also helpful for me in terms of quickly getting a sense of the passage of time.
  9. I use Similar Posts to recommend other things people might be interested in. There are a number of similar plugins, so try different ones to see which one you like the most. I tried nRelate and the one from Zemanta, but I wasn’t happy with the way those looked, so I’m back to plain text.
  10. I show recent comments. People often comment on really old posts, and this is a great way for other people to discover them.
  11. I use post titles in my next/previous navigation, and I labelled them “Older” and “Newer”. I think they’re more interesting than
  12. I customized my theme pages to make it easier to skim through posts or get them in bulk. For example, http://sachachua.com/blog/2014/02 lists all the posts for February. http://sachachua.com/blog/2014/?bulk=1 puts all the posts together so that I can copy and paste it into a Microsoft Word file. http://sachachua.com/blog/2014/?org=1 puts it in a special list form so that I can paste it into Org Mode in Emacs. You can also pass the number of posts to a category page: http://sachachua.com/blog/category/drawing/?posts_per_page=-1 displays all the posts instead of paginating them. These tweaks make it easier for me to copy information, too.
  13. I give people the option to browse oldest posts first. Sometimes people prefer starting from the beginning, so I’ve added a link that switches the current view around.
  14. I have an “On this day” widget. Sometimes I notice interesting things in it. I used to put it at the end of a post, but I moved it to the sidebar to make the main column cleaner.
  15. For fun, I have a link that goes to a random post. I used to display random post titles in the sidebar, which might be an interesting approach to return to.
  16. I back up to many different places. I mirror my site as a development environment. I back up the database and the files to another web server and to my computer, and I duplicate the disk image with Linode too. I should set up incremental backups so that it’s easier to go back in time, just in case.
  17. I rated my posts and archived my favourite ones as a PDF so that I’ll still have them even if I mess up my database. Besides, it was a good excuse to read ten years of posts again.

Hope that gives you some ideas for things to experiment with! I’m working on organizing more blog posts into trails and e-books. I’m also getting better at planning what I want to write about and learn. If you’re curious about any of the techniques I use or you want to bounce around ideas, feel free to e-mail me at [email protected] or set up a chat.

Do you have a large blog? How do you manage it?

Reflections on infopreneurship

There’s a lot of information on how you can build an online business by selling what you know. Many people are looking for that dream. It feels a little weird to me, and I want to figure out why. I guess one of the things that rubs me the wrong way is that a lot of people talk about becoming an expert in some crowded topic, and building an audience somehow. I don’t want an audience. I don’t want students. I want peers and confederates: people who learn, act, reflect, and share.

2014-02-14 Reflections on infopreneurship and alternatives

2014-02-14 Reflections on infopreneurship and alternatives

Another thing that makes me uncomfortable is that there seems to be very little expectation of action. There’s a lot of talk about it. But when I go and follow up with people on the results of the advice I applied from them, they’re boggled that I actually did something. One person I talked to said that 80% of the people he talked to don’t end up doing anything. 20% is still a good number, but still…  Steve Salerno wrote in Sham: How the Self-Help Movement Made America Helpless that the people who buy new self-help books tend to be people who bought a similar self-help book in the past 18 months. I don’t want to give people something that just makes them feel like they’ve made progress instead of helping them actually do things.

I think part of my hesitation comes from this: People get stuck for lots of different reasons, but it’s rarely for lack of reading. I don’t want to pitch information as the magic pill, the silver bullet, the shortcut to making things happen.

When I read, I skip platitudes but dig into reflections and lessons learned. I like processes and workflows. I want what I share to be similarly useful. The stuff that helps me get unstuck tends to result in thoughts like this:

  • “Oh! That’s the name of what I’m looking for. Now I can dig into the details.”
  • “Hmm, what I’m dealing with turns out to be fairly common. I can try what other people have done.”
  • “Oh, I see, I was missing that particular piece. Let me try this now.”
  • “Interesting question! Let me explore that…”
  • “Okay, that’s less intimidating than I thought. I should just go for it.”
  • “I had no idea you could do that! Oooh…”

What can I write or draw to help people get those moments? How do I help people get unstuck – or better yet, how can I help them accelerate or expand their learning? And since I can code and tinker and dream… What can I make? Ideas are one thing, but tools are another. I’ll keep an eye out for places where people are consistently getting stuck, and I’ll see which ones lend themselves to automation.

2014-02-14 Building systems to help people do things

2014-02-14 Building systems to help people do things

As I explore packaging and publishing more, I want to focus on stuff that people can’t find in a gazillion other blogs and e-books out there. Keep me honest. =) I like making things free/pay-what-you-want, since it helps me act from abundance, widen the conversation, and make room for people’s generosity. I’ll also share the processes and tools I’m building for myself. If you find them interesting, tell me, and maybe we can find ways to tweak and expand them to accommodate your idiosyncrasies as well as mine. I like the conversations that grow out of this, too.

Some of my technical role models have published books (both self-published and traditional). I can see how that saves a lot of people time and helps people learn. They work on open source projects and commercial systems too. I think that’s the sort of information work I want: stuff that helps people do things.

Hmm… Aha! Maybe that’s it. If I focus on helping fellow geeks solve problems or try interesting things (mostly tech, some lifestyle?), then I don’t have to worry as much about wasting people’s attention. We’re used to trying things out and testing them against our own experience, and we’re used to telling people “Hey, that didn’t quite work for me” or “That saved me a few hours of figuring things out! Here’s something to make it even better.” =)

2014-02-24 Aha, a plan for the things I want to write #experiment

2014-02-24 Aha, a plan for the things I want to write #experiment

(No offense to life coaches, motivational speakers, and self-help authors. Hey, if it works for you, great. =) I don’t have the experience to give good, well-tested advice in that area yet.)

Technical guides, I think. My long-postponed book about Emacs. Short guides about Org Mode or automation or Evernote or information management. There’s a lot to write. These aren’t books people read for inspiration and the vague desire to do something someday; they address what people want to improve now. (Well, maybe Emacs is a little on the inspirational side. ;) )

It’s easy for me to connect with people who are already travelling similar paths. I can share my notes. I can reach out and ask questions. What about helping people who are just starting down those paths? Maybe that’s where packaging what I know can be useful, especially if I can help people accelerate their learning and diverge to follow their own questions. My selfish desire is to learn from other people’s perspectives. I don’t want to make people dependent on me, the way that people seem to become fans of one motivational speaker or another. I want people to learn from what I’ve learned, but I also want them to translate it to their contexts, test it against their lives, and add their own insights. I’m happy to spend extra time helping beginners who do stuff, think about it, and then go on to ask different questions.

2014-02-09 How do I want to manage my learn-share pipeline

2014-02-09 How do I want to manage my learn-share pipeline

So, what would the processes look like if I figured this out? I’d have a good balance of thinking, learning, doing, and sharing. I’d be able to work top-down from outlines, anticipating the questions people might have. I could work bottom-up from questions and blog posts, too. I might not notice that I have enough to publish, so I could establish triggers to check whether enough has accumulated that it needs to be chunked at a higher level of abstraction: Q&A or sketches into blog posts, blog posts into series, series into short books, short books into longer ones. I’d harvest all the generally useful Q&A from e-mail and conversations to make sure they’re captured in the pipeline somewhere, even if it’s an item in my Someday list.

Onward!