I feel like I’ve spent so much of my life trying to either organize or catalog things. Really, I don’t think it became a real obsession for me until high school. I worked in the school’s library for two semesters. I filed cards into their proper place in the card catalog. I filed away magazines into the archives. I shelved books. During school breaks, I catalogued my parents’ movie collection, filling in gaps in the Rolodex where Mom kept an alphabetized record of the movies. I added the movie’s location in the collection and a description roughly cut out of the newspaper. I even went  so far as to keep detailed, organized notes on all of the Star Trek: The Next Generation episodes. It was fun for me.

At least, I assume it was fun for me, as I constantly reorganized my tiny movies and music collections throughout both my undergraduate work and my graduate work (which was ironically done in a museum, where I did classwork on developing databases and managing collections) for no reason other than I didn’t like the current organization scheme.

Over the weekend, I wrapped up several small projects that I’ve been working on for several months now. I finally finished adding all of the metadata and tags to my goodreads collection. I finished tagging my personal journal. I finished tagging my bookmarks, removing just over a third of them in the process. I finished tagging my Flickr account. Most inportantly, I actually tagged my Springpad account.

Can you tell I, the woman who’s grown up organizing and cataloging, got tired of not being able to find what I needed when I needed? It’s all in much better shape now, and I think I’m now ready to move on to projects that will rely on these newly-organized tools. Or maybe I just suffer from a pretty severe case of OC.

Except I don’t. Sort of. Today at work, I was asked if I thought the boxes we store archived files in needed to be alphabetized to make life easier. These are tiny boxes. We rarely need to fish out files from these boxes. If the folders were staggered to begin with, then it’s incredibly quick and easy to find the file we need. (I know. I’ve been through some of those boxes more times than I can count.) I told her it would just create busy work that none of us has time for.

Yes, I encouraged a lack of complete organization. Maybe there’s hope for me yet!

All right, this is the last post exploring my productivity tools. If you’re still reading this, thanks. The project to organize and beat all my data into submission is still trudging along slowly, but I’m pretty sure I’ve covered all of the tools involved after today.

Oddly enough, my dashboard is the one tool that hasn’t spiraled out of control. What is a dashboard? It’s an all-in-one place to keep an eye on things important to you (not entirely unlike the dashboard of your car). As you’ve no doubt noticed by now, I use several tools on a daily or near-daily basis. A couple of them (not counting the dashboard) remain open at all times in their own tabs because I use them so often it’s just pointless to close them. The majority of the others have buttons on my Bookmark bar so I can open them quickly.

All of the tools, however, are represented on my dashboard. I use iGoogle to keep an eye on everything, going into a tool to do something only when I really need to. I have a tab to keep an eye on my calendar, my email (I often just respond to my email in iGoogle.), my to-do list, Google Reader, Google Bookmarks, and the weather. I have a tab that can effectively serve as a workspace. It contains Google Bookmarks and delicious (which I can search from iGoogle), GoogleDocs, and feeds from everywhere I post. I like to think of it as an input column of gadgets, the machine that changes the input, and an output column of gadgets. I suppose if I could add an image editor and a video editor to the machine column, I really would have quite the powerhouse. Other tabs let me follow my social networking sites, relax with a fun game or two, and keep up with personal-interest sites.

Despite having five tabs housing a total of twenty-four gadgets, it’s stayed pretty well managed. I’m in most of the tabs frequently enough that I can see when something goes wrong with a gadget and either fix it or replace it. (I just had to do that yesterday, actually.) I’m pretty ruthless when I realize a gadget is just sitting there collecting cyberdust. I work very hard to keep the majority of any tab visible without scrolling. Keeping iGoogle well maintained really has allowed me to keep working, to keep an eye on things, to keep me up to date, and to keep thinking about what’s important to me in my daily or near-daily life.

Keeping a dashboard that can connect to everything I use on a daily or near-daily basis has made it possible for me to manage what would otherwise seem to be an overwhelming number of tools, and I’m lost when it refuses to load.

I was looking over the to-do list that’s directing the clean-up of my various productivity tools the other day and realized there are only three things left: the notes (the work-in-progress), the dashboard (which is best left for last, anyway), and the calendar. The funny thing is: I thought I gave my calendar an overhaul earlier this year.

I can already hear you asking the inevitable question: Why would anyone need to overhaul their calendar, especially someone with no life? Quite simply, because I don’t just use a calendar to schedule my life. I do have calendars to keep track of my ever-changing work schedule, appointments, and upcoming library due dates. I have other calendars that help me manage my life, too.

I have calendars that let me track what work I got done and how long it took me. This has actually proven helpful more than once. I’m more easily distracted by rabbit holes than I give myself credit for. I’ve also had projects stalled out for some reason, and re-reading those earlier calendar entries helps me get back on track quickly.

I’ve tracked what I read and any thoughts I might have on it. And someday, I’m going to get back to using that information to review books on goodreads. I’ve also tracked my exercise, and sometimes what I’ve eaten, in an attempt to develop healthier habits. I’ve had to-do tools (Google Tasks, which still does, and Gqueues, which now offers that feature as part of their subscription features) that sent my planned tasks to my calendar so I could see everything in one place. I’ve heard rumors that the event feature on Srpringpad connects with my calendar, but I haven’t explored it yet.

Just looking at how I’ve used my calendar, you can probably imagine how many different calendars I had running. My calendar was quite the rainbow! It was visually overwhelming. I had to go through and ask myself if I really needed so many calendars, if I really needed to keep up with so much.

After a lot of thought, I combined the calendars that were tracking what I was getting done into projects and chores. The reading calendar got to remain just as it was. The calendar that was intended to help me live better went away in favor of using a website dedicated to helping you develop a healthier lifestyle (that has its own army of trackers, and keeps adding new ways to track and plan your habit-building activities). When GQueues locked up their calendar integration, that automatically took it out of my calendar, but a widget allows me to keep a list beside my calendar. Amazingly, it lets me see my to-do list without feeling like it’s adding to the noise.

Calendars can be very useful tools if managed carefully. It’s easy to manage, plan, and direct your life using them. But if you don’t stop and take a look at them sometimes, you can find yourself serving your calendars instead of having them serve you.

My love for to-do lists has been well-documented over the years. I have to-do lists for pretty much every area of my life. There isn’t a thing I do that isn’t defined by a structured list. At one point this past weekend (two points, actually), I had four separate to-do lists open because each one had a task similar to one on another list, and I was hoping to kill four birds with one stone.

The task turned out to be much larger than anticipated, and I’m still working on it! You get the point, though. I have a lot of to-do lists.

Knowing that I keep up with at least a dozen lists at any given point in time often causes people to ask me how (and more importantly, why) I do it. Part of it is that I’ve quested ceaselessly after the perfect to-do manager, and then I’ve figured out how to make it show my tasks the way I want them. The other part is that not everything on those lists is what they call an actionable task. Some of them are “someday” tasks. They relate to the project they’re listed under, but for whatever reason I don’t expect to be in a position to get it done any time soon. It’s listed so I won’t forget it.

What I liked about Todoist originally was that I could create these hierarchical lists of tasks. One list could be each step of a project, neatly indented to show what task went with what step. I could even put notes and links as separate items to keep them with their tasks. When the time came to leave Todoist, newly-released GQueues allowed me to do the same thing, in technicolor, and with my notes and links attached directly to their tasks. Both allowed me to set deadlines. Both allowed for routine and “someday” tasks.

Tasks have three ways off their list. Most leave because I complete them. Some migrate to different lists because they fit better with another activity. Some become obsolete because of other work completed and are deleted. (It’s actually funny how often that happens.) Some merge into other tasks by becoming sub-tasks or notes. I realize it sounds like a lot of work, but I really do accomplish quite a bit in any given week. I also spend a few minutes on Sunday and Thursday nights going over each list, looking for mergable and obsolete tasks to keep my lists lean and moving.

Keeping a maintainable to-do list, regardless of how many you are actually managing, requires you to think about what you really want to accomplish (actions), what you might want to accomplish (“someday”s), and the resources needed to accomplish those tasks. It requires you to be willing to see connections and to be willing to let things go. When it’s done correctly, maintaining to-do lists can be very relaxing.

Bookmarks are wonderful, aren’t they? A little bit of code that allows your browser to remember so your brain doesn’t have to. It such a simple concept. I used to create nested folders of bookmarks so I could find what I was looking for quickly. I almost never deleted one unless the site vanished. I didn’t even realize how many sites I’d bookmarked until someone turned me on to delicious (back when it was del.icio.us). I thought it was a great idea- I could move over my bookmarks from my browser, search them, and have them when I was at other computers.

Except when I finished moving them all over (clearing out all the broken links, of course), I had well over 600 bookmarks in delicious. Even better, I couldn’t figure out why I had bookmarked some of them to begin with, but I held on to them in case I figured it out. I didn’t want to find that I really had needed that bookmark after all.

When I started cleaning up all of my productivity tools, I had nearly 1500 bookmarks in delicious. I was to the point where I was trying to add bookmarks to pages I’d bookmarked two or three years ago. So, when it was delicious’ turn to be dealt with, I went through every single link. On the one hand, it reacquainted me with some great information I forgot I even had (those were promptly moved to Springpad). It also reminded me that some of my activities have changed, and I was able to delete nearly 300 links on that alone (seven whole tags- gone in the click of a mouse).

By the time I was done poring over each and every link, I had the list down to right around 900 links. Something tells me if I were to go back through it in December, I could probably get it down ever farther.

Right now, I’m working on gaining better control of how I allow bookmarks into my system. Pure links are still going to delicious, and one of my very few complaints with Chrome is that the delicious extension doesn’t handle bookmarks as gracefully as the Firefox one (which I used on a near daily basis). Links to information I need are clipped into Springpad so I can see exactly why I saved the link to begin with. Sites I visit on a daily or near daily basis are neatly organized into Google Bookmarks and live on my iGoogle dashboard for easy access.

Bookmarks are like notes- they shouldn’t be an archive of sites you’ve visited. They should have a purpose. They should relate to projects you’re working on, information you will need to complete something, or serve as reference material until you learn something. They should even bookmark pages that you visit frequently. Bookmarks are a live, ever-changing body of knowledge.

The other day, I confessed that I’m something of a packrat, a packrat with organizational training no less. I’m probably far worse about it digitally because there’s little room to stop me beyond the data limits of whatever app I’m using. My notetaking app is nearly always the worst, because I’ll collect clips and pictures, and then just dump them in (along with my own notes) and forget about them. So up until last summer, I had this note collection that kept growing and growing, and I had hardly any idea what was in there. What’s worse is if I wanted to look something up, I wouldn’t search those notes. I’d go looking for new information. I had created quite the monster!

Even worse than that is that I like investigating new note-taking apps. I don’t remember where I started, but several years ago I started using EverNote’s desktop app, which was great. I could load in all my notes and organize them. I could have searched them if I’d thought about it. I did actually manage to use them to get some things done, but those moments were few and far between. But then I migrated to Linux, where EverNote has never had a desktop app (and isn’t terribly interested in fixing that), so I started looking for a new app…right as EverNote unveiled their web app. So, I tried to migrate back-up files of my notes to the web app, with comical results. And I started using it to save all these notes that I almost never did anything with. But I couldn’t organize my notes in a way I liked and then I started having other issues, so I ended up leaving EverNote anyway.

It took a few months and a complete redesign on Springpad’s part, but I finally found a notetaking app that lets me just store notes or organize them as necessary. And it doesn’t have the pesky other issues that were plaguing me on EverNote.

More importantly, switching to Springpad switched on something in my head, and now I’m suddenly using my notes. There are still hundreds of notes in Springpad, but I actually search them when I need something. Notes don’t just go there to collect proverbial dust. Some of them end up linked to my to-do list. Some are dealt with fairly quickly as I work on various writing and research projects. I even periodically go through and throw out notes that have become irrelevant to what I’m working on.

A body of notes is supposed to be like a living organism, constantly changing. Notes should serve as launchpads to completed projects, or as inspirations to keep pushing you. They can serve as records, too, but even those need to be carefully organized and tended to remain useful.

First, a little backstory: I’ve collected for most of my life. I collect nutcrackers, dolls from around the world, calendar pages, weird stuff. In fact, I have a digital notetaking app and a bookmarking app that, up until very recently, were both bursting at the seems with all the weird things I’ve collected. It’s a lot like saving interesting calendar pages. I tell myself that I’ll make use of it at a later date as part of a project that isn’t more than two words in my head. And like so many of those calendar pages, a lot of those notes and links have been deleted in the past six months because I realized I couldn’t remember why I’d saved them to begin with.

These are supposed to be both my reference files and my inspiration…and because I haven’t really paid attention, they’ve proven to be just overwhelming and confusing.

I also pretty much grew up in libraries and museums. When I was in high school, I volunteered in my school’s library and quickly earned the task of maintaining both card catalogs. I had to add in new cards, sort misplaced cards to their  correct drawer, and remove outdated ones for both the public and the acquisitions drawers. In college, I started working in museums, where I picked up a bit about collections management before being forced to sit through the most in-depth, informative class I’ve ever experienced in my life. (We probably learned five years’ worth of collections management information in fifteen weeks because the professor really knew her stuff and knew how to make full use of fifty minutes. Keeping up with her was a challenge most days.)

Needless to say, I’ve learned a little bit about collections management and curation, mainly through hands-on experience.

When I sat down to clean up both Springpad and delicious, I tried to take a curatorial mindset. What needed to be in the collection? Where did it need to be in the collection? What metadata did it need to be usable within the collection? I’m even trying to develop a plan for the acquisition and maintenance of clips, links, notes, and other materials so I won’t fall into this pack rat trap again. Over the next couple of weeks, I hope to cover here how I’m applying that mindset to different tools I use to keep myself organized, motivated, and inspired.

I love social media gurus.

No, seriously! I do! They can provide hours of entertainment, and miles of character development notes.

Social Media Gurus are a special subset of the people I talked about on Wednesday. They’re just a little more insidious. They’re not necessarily going to attack you for how you’re using the tool they feel is their domain, but they will be only too happy to publicly rant about how you’re doing it wrong. They’re concerned you won’t “win” at social media, and they really just want to help you…as long as you credit them with your success.

With very few exceptions, though, many of these “gurus” (or un-guru, as the current trend is becoming among them) are meeting their own definition for failing at social media. The only relationships they’re interested in cultivating and maintaining are with the other social media gurus in their circle.

If social media users resemble preschoolers exploring their world, social media gurus resemble high school cliques setting the rules for who gets to be “cool” and who doesn’t.

One of the main problems with social media (as I see it) is that it’s such a new communication form that there are no real “rules”. Traditions haven’t had a chance to really become established or accepted. When there are no rules, no traditions, people are more likely to explore and find their own way. Some people want others to do it their way, though, regardless of whether or not their way makes sense to others.

In some ways, using social media is a lot like hanging out with a preschooler. You’re confronted with someone who’s learning about the world she’s interacting in. She’s forming rules about how that world works and how to make things happen, and she’s convinced she’s right. Never mind the fact that you were playing just fine. It doesn’t matter because it doesn’t match how she’s playing, and she really wants you to play the same way because it confirms her view of the world.

The preschooler, though, is often amusing and harmless. She’s just exploring and trying to make sense of a big world.

The social media user…is often neither. She’s just trying to validate her way of using a tool by making sure someone else is, too.

Back when I was still active on LiveJournal, I actually watched this happen. Occasionally, everyone would agree to a rule set by one person because everyone felt it made things better. Inevitably, someone wouldn’t go along with the crowd because it didn’t work for them, and the person who initially crafted the rule launched an attack. I don’t know how it resolved because the attacked user started blogging behind a security level. A few years later, someone held a poll about whether or not I, someone who only posted her tweets and quiz results publicly, should be allowed to use LiveJournal. Meanwhile, she hadn’t posted anything publicly in months because her public posts had made a mess of her husband’s life just a few months earlier.

That poll was a few years ago, and was hands-down the worst type of this behavior I saw on LiveJournal. Now, I’m starting to watch people on Twitter attack each other (or try to incite others to attack a user) simply because the person doesn’t tweet the same way the attacker does.

I get that we’re all preschoolers trying to make sense of the social media landscape, but do we really want to promote homogeneity? Some of the more interesting uses of various tools has come from one person trying to make a tool conform to how they see the world, how they interact with it. Why would we want to stop that?

I think we can all agree that the social media landscape is vast. That might actually be an understatement, as there are tons of options if you want to dip your toe in the pond and more are arriving all the time. I myself have probably tried out over twenty different tools in just the last couple of years, and have an active presence (that I’m now tying to bring under control) across ten or so. I don’t think twice about giving a new social media site a chance because sometimes I find something that does exactly the job that one or more other sites I was using almost did.

As you can imagine, I spend a lot of time in one learning curve or another. But I enjoy learning and I enjoy tinkering, so it’s just another opportunity for both.

For others, though, just trying to pick a social media starting point can be daunting. They’ll sign up for two or three sites in an effort to keep up with friends or family, and then become frustrated in trying to master two or three different learning curves at the same time. Finally, they’ll hit the point of being overwhelmed, decide that one or two of the tools are too confusing, and focus their efforts on just one or two tools.

What’s interesting, because I do get to hear a number of people justify giving up a social media site, is what site is abandoned. Most people I know concentrate their initial efforts on Twitter and Facebook. (Some start at MySpace and then abandon it for Facebook, but those people are becoming fewer and farther between.) They’ll then feel like they have to choose between the two.  Some will choose Twitter. Some will choose Facebook. The reason they give for their choice is always the same, though: They choose the one that seemed easier to them. It either made sense to them or it was less confusing, but it was the one they felt they could actually navigate without looking like a loser.

I think I find that interesting simply because there are so many attempts to analyze people who use various social media, and in the end it’s really often decided by what feels more usable. There are fights over what social media is better, and it’s decided by which one more easily matches how the user operates. Sites are created to be the next, better thing…and the decision on what to use is decided by, “Can I figure out how to make this work?”

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