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Emacs Org-mode
           a system for
 note taking and project planning
       using plain text files

      by Carsten Dominik




     http://orgmode.org
Working with Text Files?

•   The only truly portable format,
    read and edit anywhere
•   grep and other UNIX tools
•   Process with perl, python, ...
•   Problem-free history with version control
•   Synchronize using GIT or any other
    distributed version control system
Notes-based Project Planning
Notes-based Project Planning
•   Planning tools (GTD and other) start with TASKS.
    Why?
Notes-based Project Planning
•   Planning tools (GTD and other) start with TASKS.
    Why?
•   For me, projects start with brainstorming,
    note taking, organizing notes.
Notes-based Project Planning
•   Planning tools (GTD and other) start with TASKS.
    Why?
•   For me, projects start with brainstorming,
    note taking, organizing notes.
•   Tasks naturally appear and result from this flow.
    When tasks are done, this must be filtered back
    into the notes!
Notes-based Project Planning
•   Planning tools (GTD and other) start with TASKS.
    Why?
•   For me, projects start with brainstorming,
    note taking, organizing notes.
•   Tasks naturally appear and result from this flow.
    When tasks are done, this must be filtered back
    into the notes!
•   Initial goals of Org-mode development:
    • Make note taking the fundamental action,
      tie tasks into the notes
    • Avoid separate tools for notes and planning
Step I: Fixing Outline-Mode - visually
Step 1I: Fixing Outline-Mode - Keys
               Action               Keys
          Hide everything          C-c C-t
          Show everything          C-c C-a
           Show children           C-c C-i
           Show subtree            C-c C-s
            Hide subtree           C-c C-d
    Show body of current heading   C-c C-e
    Hide body of current heading   C-c C-c
    Show branches (heading tree)   C-c C-k
            Hide leaves            C-c C-l
           Hide sublevels          C-c C-q
             Hide other            C-c C-o
Step 1I: Fixing Outline-Mode - Keys


          Action        Key


       Cycle subtree    TAB


       Cycle globally   S-TAB
Visibility Cycling with just 2 Commands
          3x TAB, and 3x S-TAB
Step III: Easy Structure Editing

                 move up


     promote       demote




                 move down

Hold down Meta or M-S while using cursor keys
Org-mode as a
        Note Taking Application
•   Greatly improves the standard text- and
    outline-modes
•   Supports editing ordered and unordered lists
•   Hyperlinks, internal and external
    to gnus, bbdb, all emacs mail programs, files, webpages,
    erc, unix man pages, info pages... - extensible

•   Plain-text table editor and spreadsheet
•   Embedded LaTeX for taking notes
    during science classes
Step IV: Meta Data
Step IV: Meta Data
Meta Data in a Hierarchical Document

   •   Downward propagation: Inheritance
       • Parent tags can be inherited by children
       • Parent properties can be inherited as well

   •   Upward propagation: Accumulation
       • Certain properties like numbers, times,
         or status flags can be summed automatically
Special Interfaces for Meta Data

•   Org-mode has special, very fast interfaces
    for setting and changing meta data
    • one-key-per-tag interface
    • completion wherever useful
    • a date/time-reading function
      second to none
    • column view for fast tabular editing of
      meta data in the outline hierarchy
Special Interfaces: Date/Time
Special Interfaces: Column View
Step V: Capture with remember.el

•   remember.el by John Wiegley
    is the ultimate capture tool for Emacs
•   Org-mode allows to set up templates
    for remember
•   Templates define content and meta data like
    • a TODO headline
    • a link to context
    • a target location for the note
Step V: Capture with remember.el
Step VI: Collect and Display
•   Tasks can be in special lists
•   Tasks can be scattered over many large files
•   How to find the stuff that matters now?
    Use simple or complex queries
    on text and/or meta data
•   Sparse trees
    • Find stuff in the outline structure
•   Agenda views
    • Projection of outline nodes into a flat list
Step VI: Sparse Tree and Agenda Views
Exporting and Publishing

•   HTML, with JavaScript support for reading
    documents like Emacs Info, but on the Web
    • Example: http://orgmode.org/Changes.html
•   LaTeX, as gateway to PDF,
    great for scientific notes
•   ASCII, are very readable email format
•   Sets of documents can be linked to
    a publishing project
Tricks: Tables
Tricks: Radio Tables

•   Allows to embed an Org-mode table
    in the comment of an arbitrary file
    (C, Javascript, LaTeX...)
•   Define a translation on how to convert
    the table into the correct format
•   Define a location where the transformed
    table should be inserted
•   As the Org-mode table is edited,
    the translated one will be changed, too
Tricks: Radio Tables
Internals: Context-sensitive Keys
 Many keys behave differently in Org-mode, depending on context.
 Examples:
  • Meta + cursor
      -   Structure editing on headlines
      -   Table structure editing in tables
  • C-c C-c :“Look and update” in 12 different variations
  • TAB
      -   Visibility cycling in headline
      -   Motion and evaluation in tables
      -   LaTeX template expansion in normal text
  • All printing characters
      -   automatic overwrite mode in tables
Internals: Context-sensitive Keys

•   In Org-mode, special functions check for context
•   But some of this functionality is exported as a
    minor mode into other major modes
•   Solution
    • Bind keys in a minor-mode-map to a wrapper
    • Wrapper checks context
    • When in desired context,
      execute the Org-mode command
    • When not, turn off minor mode and do a key
      lookup, execute the appropriate command
Internals: Context-sensitive Keys
How Org-mode is being used today
How Org-mode is being used today
 •   Taking notes
How Org-mode is being used today
 •   Taking notes
 •   Tasks and planning
     • Simple TODO list manager
     • Like a day-planner (schedule every task)
     • GTD (Getting Things Done à la David Allen)
        - TODO states or tags for main GTD lists
        - Tags for contexts and agendas
     • Detailed time planning and accounting
How Org-mode is being used today
 •   Taking notes
 •   Tasks and planning
     • Simple TODO list manager
     • Like a day-planner (schedule every task)
     • GTD (Getting Things Done à la David Allen)
        - TODO states or tags for main GTD lists
        - Tags for contexts and agendas
     • Detailed time planning and accounting
 •   A small database
How Org-mode is being used today
 •   Taking notes
 •   Tasks and planning
     • Simple TODO list manager
     • Like a day-planner (schedule every task)
     • GTD (Getting Things Done à la David Allen)
        - TODO states or tags for main GTD lists
        - Tags for contexts and agendas
     • Detailed time planning and accounting
 •   A small database
 •   Basis for constructing web pages
How Org-mode is being used today
 •   Taking notes
 •   Tasks and planning
     • Simple TODO list manager
     • Like a day-planner (schedule every task)
     • GTD (Getting Things Done à la David Allen)
        - TODO states or tags for main GTD lists
        - Tags for contexts and agendas
     • Detailed time planning and accounting
 •   A small database
 •   Basis for constructing web pages
 •   Tool for making drafts
How Org-mode is being used today
 •   Taking notes
 •   Tasks and planning
     • Simple TODO list manager
     • Like a day-planner (schedule every task)
     • GTD (Getting Things Done à la David Allen)
        - TODO states or tags for main GTD lists
        - Tags for contexts and agendas
     • Detailed time planning and accounting
 •   A small database
 •   Basis for constructing web pages
 •   Tool for making drafts
 •   Swiss Army Knife
Org-mode is NOT
•   fiddle-free
    • but if you are like me, you require your
      computer environment to function exactly
      as you want. I want to fiddle.
•   for the masses
    • but in the Emacs community,
      the user base is growing quickly
•   for vi users, sorry folks...
    • only few people switch to Emacs
       because of Org-mode - however, some do!
Evolved Software
Evolved Software
•   Org-mode started as a small personal hack
    • Original scope: Notes and Tasks
Evolved Software
•   Org-mode started as a small personal hack
    • Original scope: Notes and Tasks
•   95% of features were added later
Evolved Software
•   Org-mode started as a small personal hack
    • Original scope: Notes and Tasks
•   95% of features were added later
•   Overruling principles
    • Keep the simple core intact
    • Never impose unwanted complexity
Evolved Software
•   Org-mode started as a small personal hack
    • Original scope: Notes and Tasks
•   95% of features were added later
•   Overruling principles
    • Keep the simple core intact
    • Never impose unwanted complexity
•   Org-mode does not offer
    a finished and closed solution
Evolved Software
•   Org-mode started as a small personal hack
    • Original scope: Notes and Tasks
•   95% of features were added later
•   Overruling principles
    • Keep the simple core intact
    • Never impose unwanted complexity
•   Org-mode does not offer
    a finished and closed solution
•   Instead, Org-mode facilitates
    a learning and development process
Acknowledgements

•   The people on emacs-orgmode@gnu.org
    for enthusiasm, criticism,
    and a constant stream of ideas
•   Bastien Guerry
    for being the second man on the ship
•   Andrew Hyatt, T.V. Raman, and Google
    for giving me the opportunity to speak here

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Google

  • 1. Emacs Org-mode a system for note taking and project planning using plain text files by Carsten Dominik http://orgmode.org
  • 2. Working with Text Files? • The only truly portable format, read and edit anywhere • grep and other UNIX tools • Process with perl, python, ... • Problem-free history with version control • Synchronize using GIT or any other distributed version control system
  • 4. Notes-based Project Planning • Planning tools (GTD and other) start with TASKS. Why?
  • 5. Notes-based Project Planning • Planning tools (GTD and other) start with TASKS. Why? • For me, projects start with brainstorming, note taking, organizing notes.
  • 6. Notes-based Project Planning • Planning tools (GTD and other) start with TASKS. Why? • For me, projects start with brainstorming, note taking, organizing notes. • Tasks naturally appear and result from this flow. When tasks are done, this must be filtered back into the notes!
  • 7. Notes-based Project Planning • Planning tools (GTD and other) start with TASKS. Why? • For me, projects start with brainstorming, note taking, organizing notes. • Tasks naturally appear and result from this flow. When tasks are done, this must be filtered back into the notes! • Initial goals of Org-mode development: • Make note taking the fundamental action, tie tasks into the notes • Avoid separate tools for notes and planning
  • 8. Step I: Fixing Outline-Mode - visually
  • 9. Step 1I: Fixing Outline-Mode - Keys Action Keys Hide everything C-c C-t Show everything C-c C-a Show children C-c C-i Show subtree C-c C-s Hide subtree C-c C-d Show body of current heading C-c C-e Hide body of current heading C-c C-c Show branches (heading tree) C-c C-k Hide leaves C-c C-l Hide sublevels C-c C-q Hide other C-c C-o
  • 10. Step 1I: Fixing Outline-Mode - Keys Action Key Cycle subtree TAB Cycle globally S-TAB
  • 11. Visibility Cycling with just 2 Commands 3x TAB, and 3x S-TAB
  • 12. Step III: Easy Structure Editing move up promote demote move down Hold down Meta or M-S while using cursor keys
  • 13. Org-mode as a Note Taking Application • Greatly improves the standard text- and outline-modes • Supports editing ordered and unordered lists • Hyperlinks, internal and external to gnus, bbdb, all emacs mail programs, files, webpages, erc, unix man pages, info pages... - extensible • Plain-text table editor and spreadsheet • Embedded LaTeX for taking notes during science classes
  • 16. Meta Data in a Hierarchical Document • Downward propagation: Inheritance • Parent tags can be inherited by children • Parent properties can be inherited as well • Upward propagation: Accumulation • Certain properties like numbers, times, or status flags can be summed automatically
  • 17. Special Interfaces for Meta Data • Org-mode has special, very fast interfaces for setting and changing meta data • one-key-per-tag interface • completion wherever useful • a date/time-reading function second to none • column view for fast tabular editing of meta data in the outline hierarchy
  • 20. Step V: Capture with remember.el • remember.el by John Wiegley is the ultimate capture tool for Emacs • Org-mode allows to set up templates for remember • Templates define content and meta data like • a TODO headline • a link to context • a target location for the note
  • 21. Step V: Capture with remember.el
  • 22. Step VI: Collect and Display • Tasks can be in special lists • Tasks can be scattered over many large files • How to find the stuff that matters now? Use simple or complex queries on text and/or meta data • Sparse trees • Find stuff in the outline structure • Agenda views • Projection of outline nodes into a flat list
  • 23. Step VI: Sparse Tree and Agenda Views
  • 24. Exporting and Publishing • HTML, with JavaScript support for reading documents like Emacs Info, but on the Web • Example: http://orgmode.org/Changes.html • LaTeX, as gateway to PDF, great for scientific notes • ASCII, are very readable email format • Sets of documents can be linked to a publishing project
  • 26. Tricks: Radio Tables • Allows to embed an Org-mode table in the comment of an arbitrary file (C, Javascript, LaTeX...) • Define a translation on how to convert the table into the correct format • Define a location where the transformed table should be inserted • As the Org-mode table is edited, the translated one will be changed, too
  • 28. Internals: Context-sensitive Keys Many keys behave differently in Org-mode, depending on context. Examples: • Meta + cursor - Structure editing on headlines - Table structure editing in tables • C-c C-c :“Look and update” in 12 different variations • TAB - Visibility cycling in headline - Motion and evaluation in tables - LaTeX template expansion in normal text • All printing characters - automatic overwrite mode in tables
  • 29. Internals: Context-sensitive Keys • In Org-mode, special functions check for context • But some of this functionality is exported as a minor mode into other major modes • Solution • Bind keys in a minor-mode-map to a wrapper • Wrapper checks context • When in desired context, execute the Org-mode command • When not, turn off minor mode and do a key lookup, execute the appropriate command
  • 31. How Org-mode is being used today
  • 32. How Org-mode is being used today • Taking notes
  • 33. How Org-mode is being used today • Taking notes • Tasks and planning • Simple TODO list manager • Like a day-planner (schedule every task) • GTD (Getting Things Done à la David Allen) - TODO states or tags for main GTD lists - Tags for contexts and agendas • Detailed time planning and accounting
  • 34. How Org-mode is being used today • Taking notes • Tasks and planning • Simple TODO list manager • Like a day-planner (schedule every task) • GTD (Getting Things Done à la David Allen) - TODO states or tags for main GTD lists - Tags for contexts and agendas • Detailed time planning and accounting • A small database
  • 35. How Org-mode is being used today • Taking notes • Tasks and planning • Simple TODO list manager • Like a day-planner (schedule every task) • GTD (Getting Things Done à la David Allen) - TODO states or tags for main GTD lists - Tags for contexts and agendas • Detailed time planning and accounting • A small database • Basis for constructing web pages
  • 36. How Org-mode is being used today • Taking notes • Tasks and planning • Simple TODO list manager • Like a day-planner (schedule every task) • GTD (Getting Things Done à la David Allen) - TODO states or tags for main GTD lists - Tags for contexts and agendas • Detailed time planning and accounting • A small database • Basis for constructing web pages • Tool for making drafts
  • 37. How Org-mode is being used today • Taking notes • Tasks and planning • Simple TODO list manager • Like a day-planner (schedule every task) • GTD (Getting Things Done à la David Allen) - TODO states or tags for main GTD lists - Tags for contexts and agendas • Detailed time planning and accounting • A small database • Basis for constructing web pages • Tool for making drafts • Swiss Army Knife
  • 38. Org-mode is NOT • fiddle-free • but if you are like me, you require your computer environment to function exactly as you want. I want to fiddle. • for the masses • but in the Emacs community, the user base is growing quickly • for vi users, sorry folks... • only few people switch to Emacs because of Org-mode - however, some do!
  • 40. Evolved Software • Org-mode started as a small personal hack • Original scope: Notes and Tasks
  • 41. Evolved Software • Org-mode started as a small personal hack • Original scope: Notes and Tasks • 95% of features were added later
  • 42. Evolved Software • Org-mode started as a small personal hack • Original scope: Notes and Tasks • 95% of features were added later • Overruling principles • Keep the simple core intact • Never impose unwanted complexity
  • 43. Evolved Software • Org-mode started as a small personal hack • Original scope: Notes and Tasks • 95% of features were added later • Overruling principles • Keep the simple core intact • Never impose unwanted complexity • Org-mode does not offer a finished and closed solution
  • 44. Evolved Software • Org-mode started as a small personal hack • Original scope: Notes and Tasks • 95% of features were added later • Overruling principles • Keep the simple core intact • Never impose unwanted complexity • Org-mode does not offer a finished and closed solution • Instead, Org-mode facilitates a learning and development process
  • 45. Acknowledgements • The people on emacs-orgmode@gnu.org for enthusiasm, criticism, and a constant stream of ideas • Bastien Guerry for being the second man on the ship • Andrew Hyatt, T.V. Raman, and Google for giving me the opportunity to speak here