Understanding the Context and contextualization.
In Mnémosyne, information becomes more useful when it remains linked to the client file, project, document, or note that helps explain why it exists and what it relates to.
The file alone doesn't tell the whole story.
Mnémosyne does more than just store files. The app also lets you keep track of the relationships between the various elements of your work.
A document can thus be linked to a client file, and then to a specific assignment, if one exists. A note can record a decision or an observation and be linked to the items to which it pertains.
These links make it possible to later retrieve not only a piece of information, but also the context in which it was used.
The context is taking shape through relationships.
Each element plays a different role. Contextualization involves primarily placing it at the appropriate level rather than leaving it in isolation.
The Anchor Point
The customer record or customer file is the primary unit around which information is organized.
The Topic of the Paper
The assignment adds a level of precision when a case, an operation, or a warrant needs to be tracked separately.
The preserved artifact
A document is attached to the client file and, when applicable, to the project that most closely matches its purpose.
The Work Log
A note records a decision, a comment, or a follow-up action and can be linked to the relevant items.
Link the information at the right level.
Providing context does not mean systematically adding as much information as possible about each element.
The most important thing is to choose the category that best describes your role in your work.
If a document pertains to the entire relationship with a client, the client file may be sufficient. If it pertains to a specific assignment, this additional level becomes useful.
Proper contextualization, therefore, is that which allows us to understand the element later on without creating an unnecessarily complex structure.
A document belongs to in a given context.
When importing, first check the customer folder to which the file belongs.
If the document pertains to a specific assignment, link it to that assignment as well, rather than leaving it only at the client level.
A comprehensive, well-organized category system then rounds out this classification and makes future searches easier.
A note can retain what the document doesn't say.
Notes are useful when a decision, observation, or follow-up needs to be linked to the work that has been done.
Make a brief note whenever a call or appointment contains information that is important for the case moving forward.
Summarize the decision in a factual manner so that it can be located without having to reconstruct the entire situation.
Link a note when a document requires follow-up, an action, or information that isn't directly in the file.
The inspector shows what is related to what.
When you select an item, the inspector lets you quickly check its details and relationships.
This is especially useful when you find a document or note using the global search and then want to figure out which client file or project it belongs to.
If you're trying to find out why a document was added, a related note can also provide the necessary background information .
Concise, without being complicated.
The association naturally explains the element
The document is linked to the correct customer file and, if necessary, to the relevant assignment. A note is included to provide context only when it offers useful information.
Adding levels that don't add anything
There is no need to create a task for each document or to create multiple relationships when a simple link to the customer file is already sufficient to properly understand the information.
If you come across this item several months later, will the visible relationships be enough to figure out which client and which project it belonged to? If so, the level of context is probably sufficient.
You don't understand anymore Where is an element located?
Use the global search and then the inspector to locate the element and verify its connection.
Search for the name of the client, the project, or a keyword in the document, then open the result to check its context.
Select the document, then use the inspector to check its relationships.
It is not necessary to create an artificial task. Linking it to the client file may be sufficient.
Check with the inspector to see if a related note contains the corresponding decision or follow-up information.
Learn More the context.
Need another one guide?
Check out the guides on client files, assignments, documents, notes, activity, search, and settings in Mnémosyne.
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