lookingtolearn
Hi,
 
I’m new to TheBrain and I’m outlining my setup for how I’m planning on using TheBrain.  I’m hoping to get some advice or pitfalls to look out for, from some experienced users, that have walked this path.
 
At the moment, my primary use for TheBrain will be for learning and reference for my learning notes.
 
This is what I’m hoping to achieve with my TheBrain setup.
 
After I read a book, take an online class or course I will put the notes I took into TheBrain as a separate thought.  Tagging the thought based on subject matter (marketing, accounting, accounting payroll, etc.) then putting a thought type (quote, story, stat, idea, etc…)
 
My goal is to be able to, at a later date do a search to put up all my notes or thoughts on a particular subject.  (Search for all my notes on marketing on facebook.  Quotes on goal setting, or all notes on payroll accounting).
 
Based on watching one of the webinars on TheBrain I decided on the following setup.
 
  1. Two Main Parent Thoughts (hope that is the correct term).  Authors and Categories.  Each book, class or course would be listed under both.  Allowing me to search quickly for all courses under a particular author or all courses under a particular category (marketing, accounting, productivity).  These category names would be top level. Taking the example above Marketing, Accounting and Productivity etc… They would NOT include the subcategories such as Facebook Marketing, Email Marketing, Payroll Accounting etc…
  2. Under each course listing, I would include all my notes, ideas, stats, stories, quotes I took from the course or book.  Each of those would be its own thought in TheBrain and would be assigned a Thought Type (Note, Idea, Action item, Quote, Stat, ETC…).  It would also be tagged with the subject matter category or subcategory.  (Marketing, Social Media Marketing, Facebook Marketing, or Accounting, Payroll Accounting, New Hires, ETC…)
 
The tagging is where I’m struggling a bit and could really use some advice.
 
With this current setup, I would be using quite a few tags.  Currently listed at 150+ and would grow slowly from there. Are that many tags hard to work with in TheBrain, without becoming too overwhelming or time-consuming?
 
The other area of concern is, some of the tag names will over lap with the Category Thought names.  I think it would be beneficial this way for searching and quick retrieval but not sure if that would cause future conflicts?  
 
Since it appears that tags can’t have sub-tags, I’m looking at using the following naming convention.  I think this would make my searching easier but would love to hear other ideas.
 
Mkt
Mkt Social Media
Mkt Facebook
CW
CW Headlines
CW Bullet Points
ACNT
ACNT Tax
ACNT Payroll
ACNT Quickbooks
OB
OB Customers
OB Assistants
EM
EM Conversions
EM Subject Lines
ECT…
 
This is just a small sample. I put the actual list of tags I have included in my outline at a little more than 150. 
 
This is a completely new endeavor, and I would appreciate all insight and suggestions.  I know some of this will need to be perfected over time but if I can avoid an ah ha moment three months from now that causes me hours of retagging, my future self would be grateful. 
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zenrain
Hmmm, keep in mind that TheBrain allows multiple parent thoughts. To me what you listed would be a parent thought with a type of “category”. This means you can easily find them by doing a report on category, but don’t have 150 tag thoughts to wade through. 

i tend to reserve tags for noting states (as in a state the thought is in, for my workflow)instead of groupings. 
For example, interesting, revisit, now (what I’m currently working on) etc.

However, my main advice would be do what seems to make sense. Then after you have done it for a bit and have a feel for it, go back and examine each piece of the structure and workflow you have set up to see if you are using it, and if it can be improved, or if something else might work better. This always pays dividends for me, because it unearths incorrect assumptions I made at the beginning. 
macOS 10.13
TheBrain 9.0.230
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lkane
Hey Justin,

It looks like I may have accidentally deleted your response to Alex in this thread. Unfortunately there is no way for me to bring your post back. I do apologize and feel free to re-post if you wish. 

You bring up a good point when organizing a brain with large amounts of related and unrelated data. I think Alex takes a great approach to this situation and is similar to mine. Personally, I take advantage of layers of thoughts that provide paths to each subject or category. This may help you avoid a growing list of tags for each thought.
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metta
Justin, this feedback may be coming a little late now in your school term, but I just now saw your post and did have a few thoughts.

First, I agree with both Alex and Kane: I prefer using parent thoughts for major category headings to keep the plex visually clearer, since multiple category tags would create long, overlapping visual strings in the plex.

Like Alex, I also use tags primarily as a descriptor of the thought state, or as a flag for a to-do status:
> pending
> past-due
> review
> to-do

I also thought you might a want to consider using a 3rd major parent thought for Courses, in addition to Authors and Categories.

Finally, I think it may also help to keep in mind that one of the big advantages to using parent thoughts for your categories is that, when a given thought is active, this strategy will allow you to see (and connect to) a much wider variety of potentially related sibling, parent and jump thoughts than would be possible if categories were set-up as individual tags.
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tomcal123
Metta,

Your last point really makes the case!  So much more flexibility that way.

"Finally, I think it may also help to keep in mind that one of the big advantages to using parent thoughts for your categories is that, when a given thought is active, this strategy will allow you to see (and connect to) a much wider variety of potentially related sibling, parent and jump thoughts than would be possible if categories were set-up as individual tags."
 
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metta
Thanks, tomcal123!

Glad if my feedback was helpful. :-)
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