Roam: Why I Love It and How I Use It
nateliason.com
nateliason.com
I stopped spending time and effort when I realized how little I used my organized notes. Specifically, I used Evernote and had my personal information wonderfully organized, but rarely used it. Now I use something simpler:
For work: about 20 Emacs org-mode files for various topics. I use grep to find stuff.
For personal: at different times I have used Apple Notes or Google Keep to maintain todo lists, shopping lists, notes on present and future writing projects, planning travel, etc. Both support search. I spend very little time writing these notes and they are useful. A few times a year, I spend a few minutes deleting notes I don’t need anymore.
Anyway, thinking about cost/benefits, not spending much time organizing my own information makes sense to me.
The turning point was spending months of part time hacking writing my own Evernote’s clone in Clojure in the backend, a Firefox plugin, and a web app. It was a fun project, but mire fun writing it than using it.
I completely agree with this, but I think it's naive to think this is fixable by some tool.
Scaling communication is just innately hard problem - the most efficient you can get with communication is if you can keep everything inside one brain, next best thing if you have one colleague with whom you talk all day, then it's still quite OK in a small team, then you get multiple small teams, then multiple departments, located in multiple locations, continents etc.
There can be tools and processes to make this a bit more efficient but you won't remove this problem short of doing some sort of telepathic brain interconnect.
And existing tools (like confluence etc) are already getting getting quite close to the local optimum, of course you can improve upon them, but nowhere near the claimed 10x improvement ... that's just bullshit marketing talk.
True domain experts who understand things typically don't have the time (and/or skill) to write good documents.
Documents don't get updated or in better case there's a series of "patch" documents describing the changes but not the complete future state.
I don't see how these major issues can be fixed by technology.
This could be largely mitigated by organizational changes - hiring dedicated technical writers / "knowledge managers", but that's just a cost center for companies so it essentially never happens.
There are existing organisations and institutions where people want to find tools like these and are excited about the prospect, for example expert organisations where cooperation and single shraed information base in a project is very valuable and the users are good at writing & collaboration, used to real-time tools with fine grained tight knit collaboration like Google Docs / Slack.
Techology can grease the wheels and provide multipliers for motivated users, sometimes very large multipliers, but of course not every person is suited for it.
I had an employee that worked for me that used to save everything! I came from an airframe manufacture in my past that automatically deleted emails more than 30 days old and twice a year had a cleaning day to destroy any prints or notes in/around our desk that hadn't been used in the last 6 months (this was all for lawsuit reasons to reduce discovery). So I had him explain why he kept everything and spent so much time organizing it. His primary reason was that if a customer every came back and claimed they wanted something different from the original request that we could prove them wrong.
I simply asked him, "and if you can prove them wrong will that change their mind, or just piss them off that you went out of your way to prove them wrong?" He tried to argue about costs and requirements, and I reminded him that if anything was a contractual obligation then it needed to be captured in a requirements document and a change request put in to make a change; if on the other hand it was more of an informal request for support or information, if they change their mind just roll with it no need to prove they already asked for it.
They are removing the friction and effort. This has huge implications and potential.
I am with you on not going and looking for notes (I don't often browse through my photo library either, which is a close analog).
This really feels like it's onto something special if you can let go of the evernote paradigm.
I wish Evernote had some sort of stats on notes: I'm sure I would find that 90% of my notes have never been opened. Some of them (e.g. warranty numbers, etc) are there just in case they're needed, but the majority will never be opened. I probably use the same 2% of my notes (< 30 notes) 90% of the time. (Lots of invented stats here, yes.)
The article describes an incredibly easy content-creation system, but one where you can easy create much more content than is useful. (It reminds me of the ease of taking hundreds of photos a day with smart phones, particularly if you're a new parent.)
Even when you want to find the information, I think this lack of structure makes it hard to do so. For example, the author has a note that looks like this:
* Had a really good [[Super Tuscan]] [[Red Wine]]
* [[Dogajolo Tuscano]] from [[Tuscany]]
My understanding (from looking at the other examples) is that if he went to the [[Red Wine]] page (presumably to look up a nice wine to buy), he'd see December 3rd, 2019
* Had a really good [[Super Tuscan]] [[Red Wine]]
Some other date
* Bought a [[Red Wine]] for [[so-and-so]]:
Yet another random note about other stuff:
* Buy some [[Red Wine]] for [[whats-his-name]]
Even the links that point to useful information don't have the information right there -- you have to click through for each link. And some of the references may not have anything to do with a good wine recommendation at all. So you have to edit the [[Red Wine]] page to make it a useful list, but that's what we do with Evernote already, and the linking part wasn't that useful.It's funny how almost everybody here tries to compare it to other things. Yes, you can do everything even on paper! Zettelkasten was done first on paper, GTD was done first on paper. But this is new kind of software, which promotes new workflows and ideas about using your thoughts and data, and if you want to compare it to existing solutions then you should compare it to TheBrain or ConnectedText. It's not your typical markdown editor / outliner with some new features - you can start using it like that, but you will change your workflow after few hours or days in ways that you can't simply imagine right now :)
I hope we will have more software with such flexibility in the future, competition is always good, I might even reimplement this myself as my private hobby project, because it's so useful and I can't imagine going back to normal note editors if something happens to Roam dev.
In Evernote, I've tried to get away from creating notes on every random new thought, and started towards maintaining more useful large notes -- a list of books I want to read, instead of 50 pages that mention a book all tagged with "#books-to-read", for example.
To me, this seems like moving back the other way -- it encourages you to create those 50 pages, because they all can be "linked" to each other.
I guess I'd have to try it to know, but I feel like, for me personally, information would be lost.
You can do there much more than that blog post describe and Roam docs also sucks in explaining what else than writing you can do so it might be a good idea to look for videos in Youtube, Roam dev created some demos and was also interviewed with demo presentations.
Heres a link
https://roamresearch.com/#/v8/help/page/1wnq-ZAAN
Really appreciate users like pps who do the work of figuring out how to make Roam work for them at this early stage.
(2) What's the monetization strategy?
Thanks!
It's a bit similar to writing a journal - just the act of writing it down has big therapeutic and introspective effects.
For me, the act of organizing the information actually does not take too much time but that might be caused by the fact that I typically don't obsess over correct categorization or do this "refactoring" when I'm bored. Main tool to find notes of interest is search anyway, categorization for me serves as a way to find related notes.
> The turning point was spending months of part time hacking writing my own Evernote’s clone in Clojure in the backend, a Firefox plugin, and a web app. It was a fun project, but mire fun writing it than using it.
Lol, sounds like me, except it's been almost 3 years since I started (https://github.com/zadam/trilium if anybody's interested)
P.S. Sometimes it's funny to see a grocery list from 15 years ago and see how my tastes have/haven't changed.
It’s similar I think to what I did back in those same days when I switched briefly from Mac to PC (from the pain of MacOS 9 during the super early days of OS X), and spent so much time building my own PCs & installing configuring tearing my hear out re: CD-drivers et al plus just getting to a workable state over and over with Gentoo Linux or whatever flavor du jour — I did stuff FOR the computer instead of actually doing valuable stuff WITH/ON it.
Nowadays I use mostly Apple Notes for pretty much everything (even though the backup story still sucks). But I’ve always been a huge fan of ”outliners”, it seems that it’s the closest to how my mind works. Still use OmniFocus for some personal task management (and OmniOutliner before that), and have used Dave Winer’s very nice little outliner web app off and on for years, just to jot down complex thoughts quickly.
But Roam is definitely the thing I’m most excited about currently in this space. I find Notion.so and the others much too complex for most my needs (even though the inline database is a wicked cool idea!).
And the fact that Roam is a small ClojureScript shop as well is just... PERFECT :)
Something like this but as a plain text based, native Mac/iOS app with stellar typography... that would be a dream.
A second brain should also be as private as my first brain – ideally end-to-end encrypted, which I guess Roam is not if it’s a webapp. Too bad. (Apple Notes isn’t end-to-end encrypted either, but that’s another reason I’m looking for an upgrade.)
The org-mode fanatics may disagree with this
I've been using Drafts as a temporary holding spot for things to add to Roam when I'm on the go.
That said, I still appreciate the effort people spend in thinking about these things, but a cloud-only offering (cloud-only and 3rd-party hosted, I should emphasize) is sadly not for me.
So "public content" on Roam is considered essentially "public domain content"?
It's a common problem with legalese. Even straightforward things sound scary without a lot of additional text explaining everything.
edit: I see that notion.so also has the same wording.
I wouldn't care if a company had access to those things. But yeah, definitely not personal data.
Personally, I use TreeSheets [3] for note-taking and try to organize them as nodes in yEd [4] when I want to gain insight, but that quickly grows out of control and becomes unmanageable. Auto-linking and graph overview are extremely powerful features in this regard, but my gripe with e.g. Roam's approach (judging by screenshots) is that you can't visually filter out all the nodes at ones and "walk" the paths in a filtered graph -- that's why I consider switching from yEd to VUE [5], which has more decent filtering/search/layering/grouping options.
In general, [6] and [7] have good coverage of existing note-taking and mind-mapping tools.
Does Roam have any data export options though? If so, I might give it a try.
[1]: http://www.connectedtext.com/
[2]: http://wikidpad.sourceforge.net/
[3]: http://strlen.com/treesheets/
[4]: https://www.yworks.com/products/yed
[5]: http://vue.tufts.edu/index.cfm
[6]: https://pauljmiller.wordpress.com/category/software/note-tak...
[7]: https://pauljmiller.wordpress.com/category/software/mind-map...
We export to markdown and JSON.
I understand some of the Notion criticism, but I think you can get around most of it. Instead of relying on the tree structure, I organize pretty much everything in databases, which can have relations to each other. This way, you can have bidirectional linking and the user experience for creating these links is very good.
[1] https://tkainrad.dev/posts/managing-my-personal-knowledge-ba...
Just wanted to point out that Notion is very versatile and that there are ways to achieve bidirectional linking.
What scares me about this comment is that, in there lies the possibility of a better notes app coming along, and having to deal with porting the data from one place to another.
I am tempted to try Roam regardless because of tagging, but the lack of some way to sync with my more important physical notes kind of turns me off of the effort, as minor and specific as it is.
Lack of easy collaborative option and the speed of organizing sets of intersecting sets of notes were some of main reasons I needed something else.
Could you please be more specific ? I'm curious about what this is exactly and how Roam solves it
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Also see my comment here: https://news.ycombinator.com/item?id=22107783
This might be okay for a free of charge toy, but not for anything that matters at all.
If you do any sort of public writing, you could use it for your writing process since that info would be private eventually anyways. Or you could expand that idea and include anything which you would be okay with being public.
For example, I may not have a reason to share a snippet from an article, but I wouldn't be bothered if it became public. I may also not be bothered if notes on that snippet were shared. And maybe if I did some writing for myself for understanding a subject, then that might be fine as well.
That's pretty much how I use the app.
Well, as soon as the encryption comes this product will be usable. Giving my personal data to a non open source note taking project without any encryption capabilities is a big no.
Best self hosted tools are Org-mode and nValt.
Neither have full feature set, or work collaboratively, but nvalt in particular gives a good 80/20.
We export to plaintext markdown that reads well in either, planning export to org mode with enough data for a good elisp hacker to build parity of main features -- will do sooner if we know there are takers for that.
Have seen cool analysis of JSON export in Wolfram Alpha.
I should go back to a folder of .md files and todo.txt (http://todotxt.org/). Right now I'm using Evernote and Todoist but both of them ship my data off to the cloud - and I have no clue how secure it is. And sure I could do my due diligence but the companies are neither required to, and/or forbidden to reveal who has access to the data.
Lots of self hosted options that are much better than evernote or todoist. Org mode for one.
Worth learning emacs for that.
The linked references block I think could be extremely powerful in Notion. Bidirectional linking helps to associate data better than anything else I know, and if that can be handled semi-automatically it would blow people's minds.
Also, yeah, opening other pages in a sidebar would be amazing for being able to reference data without context switching and literally losing sight of what you're working on.
Personally, I'm using Notion for structured data, and Roam for unstructured, freely associated data. They're both pretty awesome in their own ways.
Can't you already do this? For example, if you right click on a title of a page, you get an option for "open in side bar." Then if you navigate to another page in the main pane, the sidebar still stays at the page you opened there.
This is exactly how MediaWiki (and clones) have been doing it for years.
With Roam, the page is automatically just there when it's mentioned. A subtle difference but I'm finding it quite useful.
The first one was google reader. One day it was shut down and however I could exported my feeds, I was following a few people and read some really amazing article at least once a week which I could not find by myself. Also people I was following started to use 3 different platforms each with limited set of funcionality.
I've been using an email client which was bought and killed by google. Online diary app I used is gone now. My todo app was bought and "integrated" into their product by Microsoft. (However, Kudos at the same time, I still can open the doc files I created in 99). Calendar app gone.
About 90% of the mobile apps I bought on my iPhone 3G is not usable anymore (some of my favourite games gone forever).
Even some of the software I bought for my business (and paid double price for the business license) is now gone or not usable because of lack of upgrades (I would have been happy to pay for the upgrade license).
I'm really, really tired of the fact, that no matter if it is a website, a mobile app and from time to time, I need to do another cycle of exporting, finding a new tool for the same task, setup, import, etc.
I'm privileged, because I can setup my own hosted tools for myself and my family, and my current job is also consist a serious amount of "tinkering". I would be seriously be happy to pay if I don't have to do the same cycle again and again and again and wasting my time doing instead of spending my time away from the keyboard. Currently there is no startup which can be trusted that they will be around in a year.
So whenever anybody is asking to invest time and effort to start using their product, which has no clear plan about their revenue streams nothing about how they going to sustain their business is a huge red blinking no. When I hear the expression serial entrepreneur (I throw up in my mouth), it says to me, stay away.
(And lets forget about privacy, because that is another massive can of dragon sized worms)
Edit: business stuff added
And, unfortunately, the more of us that feel this way, the less companies get invested in the space, and (it seems) the further we get away from real long-term solutions.
MW would also solve some of the complaints about a lack of mobile support (MW has mobile skins), APIs (MW's is robust, for better and worse), scaling, and aliases (redirects).
Pages as filterable collections of backlinks from blocks.
A datalog engine for structured data via attributes.
Collaborative real time editing.
But you're mostly right - UX that comes from that is the thing that matters.
The live-edit interface is double-edged. It's a split-second more convenient to edit but easier to make mistakes and harder to revert anything more than a typo. Every time I miss a TODO I end up editing the TODO instead and breaking it.
There's nothing in here that's appreciably better than MW's raw editor. I can't enable multi-cursor editing in Roam, and I doubt it would ever be an option across nodes/list items.
If I run the window vertically (or especially push to 1/3 screen width) I lose all value from the right sidebar.
There seems to be a lot of functionality tucked into right-click menus that are inconsistent, _extremely_ context-sensitive, and in some cases require considerable dexterity that I don't have. (Right click the _bullet_ for formatting?) Why aren't they keyboard shortcuts for these functions?
Block editing and versioning are neat, but less powerful than MW templates — again, a feature for me, probably not for the target audience? It's easy to create new versions in blocks — too easy, because how do I remove one I've added by accident? Are whole pages versioned?
The inline reverse mentions/backlinks are nice, though I don't know what they're good for yet. I already easily take advantage of backlinks in MW without needing them cluttering the inline content, and I can already sketch out how to add them in MW using its API if I can better grok the value of surfacing them. Otherwise they're already — at most — a click and keyboard shortcut away.
Surfacing full-text search results in the live search bar drags the interface down immensely, and isn't what I want out of that bar _at all_. That's the only thing I can see that's net negative. Browser lag on the third letter of a four-letter word was measurable in seconds — just chill out and let me enter the word.
The on-page context filters are neat. That's a feature that would legit take some work to implement in MW.
Bottom line, if the hook is "embeddable backlinked content in a lightweight editor", I get that in a non-VisualEditor MediaWiki install, plus a superior text editor and an API. And the API — again, to me, acknowledging that if I don't see the value Roam adds to that model, then I guess I'm not the audience — is still by itself a total dealbreaker even before I get to not being _able_ to self-host, not seeing the backup/restore story, not having any offline editing options, and not having a useful mobile editing story.
Most of benefit is in the new workflows you get via backlinks.
You told them to try it. They did, and wrote up feedback. Your reply, after you told them to do it, is dismissive.
A good deal of the feedback remains applicable even if you’re ‘sold’ on the benefit.
There's also ongoing experimental work toward making the parser's backlinks support more usable.[2]
[1]: https://www.mediawiki.org/wiki/API:Backlinks
[2]: https://www.mediawiki.org/wiki/Extension:AdvancedBacklinks
It can be easily replaced by MediaWiki for the backend but to it's benefit the UX is very good and is a very good choice for people who don't want to muck around with MediaWiki.
But given the current state I cannot use it long term due to non-availability of non-desktop use, no encryption and no good PRICING or an idea of pricing.
Having said that I'm keeping this in my radar and shall revisit periodically.
It's open source and self hostable.
It's possible to script additional functionality into it from the UI itself. I find it quite powerful.
Roam looks like a pretty interesting solution to this problem. Simple but capable flat document system, especially the very nice tagging with automatic bidirectional linking to organize everything with. Pretty UI, maybe a little more customized than my tastes, but still nice to interact with.
My only reservation is the reason why I haven't tried any of the other big proprietary solutions: I really don't want to switch away once I'm on it, and I don't want to ever worry about losing access to it. I.e. I'll want to self host it. Don't get me wrong, I would still be quite willing to pay for such an app, but I also need it to be open-sourced and have a simple open data model.
To that end, it seems like this UI on top of Perkeep's API https://perkeep.org/doc/overview might be pretty nice combination.
That said, as a long-term evernote user, I've been wanting to leave for a while and move to an OSS/self-hosted solution. It might be joplin but my few attempts to use it I haven't yet had enough time to evaluate whether it would be a viable long-term solution.
Edit: I'm also seriously considering just using https://github.com/Alok/notational-fzf-vim and only doing note-taking on my laptop (not on mobile). It's extremely fast and basically zero friction. This would have a slight downside in that I quite often want to consume notes on the go so I may need to find an option there (eg serve my notes up using a private server or something).
In a meeting with 4 people, discussing three big ideas, related to two projects, what file do you put the note in?
In Roam that's not even a question you have to ask, all info in each paragraph goes to all the right places
The only way I’ve found to handle this is manual. Note the dependency in the meeting notes, then process the notes after the meeting creating relevant todos elsewhere. But that’s only maintainable if you don’t have a lot of work on at the same time, or a lot of dependencies - and we find ourselves back at lean.
Too much work is too much work, and no amount of automation is going to fix that. Furthermore, life is messy, and there is no universal way of structuring that mess. The more mess there is, the harder it will be to live with it. So reduce the mess to the point you can live with it, rather than trying to structure it.
You can tag any note with multiple tags and then use saved filters to always find notes which are in a given tag. All of this used to work a lot better (evernote search has been getting consistently worse) but it still works fine.
But then when you want to see information pertaining to a given tag, it means that the content on that meeting note is 66% irrelevant. That doesn't happen in Roam.
Been working on both this week.
MY company uses outlook so I sync the outlook calendar to khal using vdirsyncer. I then can use a (really janky) vimscript function of my own devising to add the calendar and some standard stuff to a "daily note". So I go <leader>ww and it creates a note for the day and adds my calendar and then I use that for all the basic notes for the day.
vimoutliner for when I absolutely want an actual outliner to do some planning. It's not always the right tool, but when it is, it's great, and it integrates perfectly with fzf. The other thing is that because notational-fzf is just doing a fuzzy find over text, I point it at all my sourcecode dirs for immediate jumping to particular files, functions etc in sourcecode.
For example, I want to be able to easily capture the fact that we owned a dog. Oh wait, but what about all the other dogs we owned over the years? What about the time I got bit and had to get stitches? what about the other times I had to get stitches? What about the times that other family members got stitches? I find that memories oftentimes don't bubble to the surface until they are sparked by other memories.
I want to be able to easily organize everything in a connected graph, but also still map it to a timeline.
I'm definitely going to have to give Roam a try. I wonder how well it works when it comes to collaboration between different people?
The reason people are talking about Roam is because it's not like other note taking apps. People who use the app will need to extract a break-even $30 / month worth of ROI just like you might from any other piece of equipment or tool which extends your capabilities.
I find Roam compelling enough that I believe I can reach that point. If I'm not reaching that point, then I need to adjust my efforts.
I feel pricing shouldn't be a sticking point. I try to keep my consumption to a bare minimum, so that my focus is on high value activities. If the tooling can't return the investment, then that activity and the related tools aren't for me. It's not that the tooling is bad, it's just that my efforts are best pointed elsewhere.
I believe the founders operate on this idea and it's refreshing. Yes, it will be expensive for many. Potential users will walk based on the pricing. And I wish more developers would be willing to create something different and charge proper pricing for the effort.
I use OneNote since I already have O365 anyway. To convince me that I should pay more than 3 times what O365 costs, you'd have to be able to show amazing improvements, and Roam just doesn't.
Many founders do, and that's why they price themselves out of the market. That's simply not how people make purchase decisions. There are many, many products out there that are "worth more" than the price. If you think you can charge $30/month for a product because your customers will get $31/month worth of value from it, you won't have many customers.
I can't tell where "Roam Research" is based, or if it's even an actual company or just some developers using the name. There's no terms of service beyond their privacy policy, which doesn't list what jurisdiction they claim to be under.
I definitely wouldn't risk using the service based on the lack of information they provide.
Happy to answer any questions about how I'm using Roam.
Really it's tree-based vs tag-based organization [1][2].
Tag-based organization turns the collection into a graph. Simple as that. IMO it's the superior way, since a graph is kinda like a superset of a tree, but there is nothing novel that was done by Roam here. You could have tag-based file systems too [3].
Note: when you have tags, it has to be capable of multiple-tags (not just one), otherwise it's not much different from a tree structure.
[1] https://www.nayuki.io/page/designing-better-file-organizatio...
[2] https://zapier.com/blog/how-to-use-tags-and-labels/
[3] http://web.mit.edu/6.033/2011/wwwdocs/writing-samples/sbezek...
By the way, I’ve been bouncing between bear and Ulysses and I’ve decided that I just love the Bear experience more than any other editor. There’s something really elegant about it....
https://emvi.com/blog/luhmanns-zettelkasten-a-productivity-t...
Notion vs. Roam: Which Tool For Productivity
1. Is Roam text only? I haven't noticed any images in the examples I have seen so far.
2. What is its business model? I didn't see any pricing information.
2. The co-founder has said he's looking at charging $30 / month when it's ready.
But ROAM also allows you to reference sections. Links you create leave references at the bottom to show you which sections link to this particular page or section. That gets to be a slog with plain text.