Hi again, this conversation is fun, thanks for challenging me in an intelligent way!
Letās move a few things out of the way, where we agree:
Future interoperability. Check.
Iāve moved away from iPhoto, the Apple podcast app, Apple music because of that. I shy away from Microsoft OneNote, iCloud or any other public cloud because of that. Even though I have to use modern tools like Outlook, syncplicity, a company social network, a company cloud, Omnifocus, I archive in pdf, jpg, mp3 in a directory tree / file structure that has been substantially stable since the IBM PC, that nobody can change āto improve the user experienceā (to lock me in and milk me) and that every past, present and - most likely - future software will understand in principle.
My credo is: depend only on the best tools (for my purposes), only a few of them and completely master them. E.g. I know circa 100 keyboard shortcuts for Windows by root and I use them. But jealously stay independent at the core so you can change your mind.
Backups. I got that.
OF is great at backups. Manual backups. Automatic daily backups, automatic backups before upgrades, before the database structure is replaced, OF does it.
Be aware of this, though: They donāt always back up attachments.
On the file system: Versioning, Differential backups, full backups on a spare NAS, full backups offsite. A whole crowd of Backups in an orderly tree structure. Check, weāre on the same page.
Export. Yeah, my thoughts exactly. Export and Import to wherever I might need it to be in the future.
Try an āexport database to csvā in OF and have a look at it: Itās human readable, itās readable by Excel and any database tool on the planet. Itās a consistent text format in a tree structure, so I am absolutely confident that I can not only manually but automatically batch regex it (check regex in wikipedia) to whatever other text I might want it to be, provided I donāt want to change the tree structure.
That includes the content-preserving elimination or substitution of non-standard characters in tags, irrespective of whether they are at the beginning or at the end. That should mitigate your zombie apocalypse for me.
Now weāre coming to an issue where our use cases might differ:
Having choosen the best tools for my purpose and using them to the max, I can live with residual annoyances like icons not being faithfully represented or sorted across OSes. Because in daily doing it doesnāt matter (the icons at the end of a project name? I experimented to find exactly those icons that look similar in both OSes. And, yes, I put them at the end, too). And because I know a way out, if need be, for tags (which in my curent use cases donāt need to be represented faithfully outside OF). Because the basic structure is the tree and not the tag.
Next stop: Are Areas of Focus (AoF) in OF best represented as a rigid tree (projects) or in a fluid way (tags)?
A thought experiment:
- If a hypothetical OF on a hypothetical OS in an hypothetical IT environment would, apart from a tree structure, also fully support an additional two separate fluid structures, two separate tag clouds, would we best represent AoLs as a tagged group of elements, with the elements themselves being ungrouped, unsorted etc?
It would present an easy solution to the border case that you mentioned (āyoga is great for me. Not for one reason, but for two reasonsā).
I know I would give it a thought, but I probably wouldnāt. Even in that ideal world.
Why do I know that?
- Well, I already did set up two wikis in my job. Each page could be tagged with multiple tags of any of multiple tag structures (person/org editing, person/org involved, business process touched upon, data object used, status, ā¦). Oh, the beauty of it! Directories and to-do-lists automatically compiling themselves and always being up to date!
Takes a conscious effort, though, when adding/updating a page and at least one dedicated evangelist to keep entry tagging compliant with the structure, to take care that to-dos are tagged as such so they show up in the To-Do-List. Why is that?
- On the automated hardwired level of my primitive reptilian mind I think in structures of concentric circles. This is me, this is my family, this is my social group, that is the unknown, the enemy. This is mine, that is yours. Donāt touch my wife, my toothbrush, ever. Tree structures. Populism works at that level, and thatās why itās so enticing, so clearly āthe right thing to doā.
On the next level those trees interact:
Donāt invade my home unless you are part of my family (welcome) or social group (less welcome). How do I feel about my drill, my car? Sharing economy, it starts to get complicated.
On the nect level there are trees sprouting everywhere, existing trees changing, beloved trees dying. Wow, welcome to life.
- Woah, stop, wasnāt GTD meant to be the solution to that?
Now letās return from the thought experiment to my universe.
I could actually get OF to accomodate mutiple tag structures, the elements of the one would always be marked #, the others § etc. Your proposed solution.
So why donāt I ?
Because tags only seem simple, but they are really complicated, compare above.
I already need 2 separate special perspectives to keep my tag usage compliant with the implied logic of the perspectives I have set up, even with my comparatively limited use of them (one of the reasons why I only use perspectives where I really need them, URLs otherwise)
My important goals in live are simple. They fit a simple tree structure because Iām a primitive simple human.
- When I didnāt have kids that branch was missing. Now itās there, clearly part of āfamilyā. Not āfinancialā, though thatās a major impact of having children as well. If itās an important goal, one anchor suffices. In āRoutineā, which contains my strategic tree structure.
- Your Yoga doesnāt show up on my radar. Cycling did, at some point in time. When cycling was unimportant to me, it was an occasional action of āfix that tireā somewhere in āmechanical stuffā in āhome choresā in ākeep the house from falling inā.
- If itās not an important goal, make it a project (or not), do it, full stop. No own anchors needed. Just put it in either āJobā or āHomeā, maybe āPhDā (in your case), any structure is only to help tackling it on a tactical level. This tactical structure is totally independent of my strategic structure, my AoLs. For projects, I liberally use tags, but only for tactical purposes, without any exception.
- In my universe, for half of the projects I start, I donāt waste one thought on āin exactly which AoLs does this further me?ā. This will change over time, anyhow. I simply want to āget it doneā (GTD flight level zero), full stop! When done, take a second to celebrate and reflect, then file it in the strategic tree structure, wherever it fits best. I donāt even crosslink any more, the file indexing on modern OSes is good enough to immediately find it again if itās not where I might first expect it to be years down the road. Itās not that important, anyhow.
- The other half of all the projects I start are derived from AoLs. Still: When started, they are Projects at flight level zero and need to simply get done. While they live, keep them in your tactical structure. If (and only if) youāve got your AoLs clear, you wonāt need a link to the strategic structure in āRoutineā. How do you know that this is NOT the case? By not immediately finding any reference material (in āRoutineā) that you might need for this project. Repent and organize.
And your are free to reaorganize your AoLs whenever necessaty, precisely because it is independent from current projects! Imagine having crosslinks all over the place (e.g. tags). Youād have to shut down operations at truly incovenient times. With full GTD, do that once a year, planned and enjoyed.
- When cycling became important to me a few years ago, for a variety of reasons, it became a twig āfind nice routes and do themā (which eventually grew to āorganise and lead cycle toursā) in āenjoyā. And another twig āhelp getting a better network of scenic bicycle routesā. Two twigs? Only a theoretical problem. Itās all part of the AoL āenjoyā.
- Now itās a major branch on the same level of āworkā (left out on purpose in the description of my universe, above, not relevant). Donāt diss me for that, Iām talking to mayors of cities about cycling. We wonāt save the planet without cycling (at presently foreseeable levels of technology and human development).
- In case it lessens in importantance at some future point in time, for good reasons not yet apparent, Iāll drag&drop the branch in my tree structure of āRoutineā. Done. Maybe delete quite a few (person) tags in OF, but thatās neither urgent nor essential - remember that tags, for me, are tactical only, that Iāve got short descriptions of the projects I did with them in Contacts and that I filed the most pertinent occasion of each project as pdf in the twigs of that branch. So, when meeting Joe from city planning years from now, weāre all set to reminiscence on the good times (and forget about the bad) with all necessray references still in place to dig up juicy details.
- Some GTD-trainer (forgot which one, but Iām still following their podcasts) once summatized the above quite succinctly: āYour GTD-system is only a good system, if you can work it from your bed, having high fever.ā. Multiple tag clouds? Rather not.
Plus, and that is only an afterthought for me, it would make IT life complicated, like you said.
File storage according to tree structures? Check.
According to tags? Wow. Yeah, Iād be really concerned about OSes, backups, interoperabiliy too.