This sequence discusses a much wider issue than /reproducible research/ (RR). Implementing RR requires thorough note-taking and note-taking concerns everyone. The purpose of this sequence is therefore to remind the reader / auditor that he/she already knows: *note-taking concerns everyone*. Few examples are used to that end.
** Annotated manuscripts
As an introduction to the world of annotated manuscripts, I quote now a small selection of passages from the first chapter of /LA PAGE. DE L'ANTIQUITÉ À L'ÈRE DU NUMÉRIQUE/ (THE PAGE. FROM ANTIQUITY TO THE DIGITAL ERA) by Anthony Grafton (Hazan, 2012):
#+BEGIN_EXAMPLE
By the very movement of his pen on the page, it is clear that
Casaubon masters everything he reads. He constantly underlines the importance of
words and expressions, he notes in the margin key words and summaries
showing that he has read carefully, even when, he states in his
diary that he studied in one day forty to fifty pages
in-folio of Greek with many abbreviations. The most important
passages give rise to longer comments in the margin.
On the title pages, Casaubon very often carries - a little
as Montaigne - a global judgment on the value of the work.
In addition, he notes his thoughts in notebooks, or takes
notes on texts he can't buy. As they are
gathered in his library, his books represent a whole life of
reading that can be reconstructed over the pages.
#+END_EXAMPLE
Pages 32 and 33, about [[https://en.wikipedia.org/wiki/Isaac_Casaubon][Isaac Casaubon]] (1559-1614).
#+BEGIN_EXAMPLE
Yet Harvey left much more than that, including
traces of his readings in the form of more than a hundred books
covered with wonderfully written annotations of his beautiful slanted
writing - in addition to the notebooks in which he wrote extracts.
Clearly, Harvey considered reading to be his profession,
and he made it an art too. Decade after decade, he lays down his
thoughts on history in an in-folio edition of 1555 of Livy's "History
of Rome". His notes, mostly in Latin, go through
the margins, spread between chapters and fill in
loose sheets, taking on a particularly erudite aspect and
quite daunting.
#+END_EXAMPLE
Pages 35 and 36, on [[https://en.wikipedia.org/wiki/Gabriel_Harvey][Gabriel Harvey]] (1545-1630).
#+BEGIN_EXAMPLE
... But in the remaining working copy of the
text, the basic edition of 1549, he [Casaubon] introduced so many annotations
that the cataloguers of the Bodleian Library, who were only
not familiar with rhetoric, have classified this printed book as a manuscript.
#+END_EXAMPLE
Page 40.
** Note cabinets from Placcius and Leibniz
I found this example in Ann Blair's work such as [[https://dash.harvard.edu/bitstream/handle/1/4774908/blair_notetaking.pdf?sequence=1][The Rise of Note-Taking in Early Modern Europe]] and her book /TOO MUCH TO KNOW. Managing Scholarly Information before the Modern Age/, published by Yale University Press in 2011.
** On the preface to /Penguin Island/
The text can be found /legally/ at several places, the [[https://en.wikipedia.org/wiki/Project_Gutenberg][Project Gutenberg]] one is missing the "Preface", so don't use it, go to one of the versions available on [[https://archive.org/search.php?query=title%3Apenguin%20island%20AND%20-contributor%3Agutenberg%20AND%20mediatype%3Atexts][Internet Archive]]. The importance of the preface in illustrated by the following two quotations:
#+BEGIN_QUOTE
One word more if you want your book to be well
received, lose no opportunity for exalting the virtues on
which society is based — attachment to wealth, pious senti-
ments, and especially resignation on the part of the poor,
which latter is the very foundation of order. Proclaim, sir,
that the origins of property — nobility and police — are treat-
ed in your history with the respect which these institutions
deserve. Make it known that you admit the supernatural
when it presents itself. On these conditions you will succeed
in good society.
#+END_QUOTE
And more importantly for our present subject:
#+BEGIN_QUOTE
The idea occurred to me, in the month of June last year, to
go and consult on the origins and progress of Penguin art,
the lamented M. Fulgence Tapir, the learned author of the
‘Universal Annals of Painting, Sculpture and Architecture’
Having been shown into his study, I found seated before a
roll-top desk, beneath a frightful mass of papers, an amaz-
ingly short-sighted little man whose eyelids blinked behind
his gold-mounted spectacles.
To make up for the defect of his eyes his long and mobile
nose, endowed with an exquisite sense of touch, explored the
sensible world. By means of this organ Fulgence Tapir put
himself in contact with art and beauty. It is observed that in
France, as a general rule, musical critics are deaf and art
critics are blind. This allows them the collectedness neces-
sary for æsthetic ideas. Do you imagine that with eyes capable
of perceiving the forms and colours with which mysterious
nature envelops herself, Fulgence Tapir would have raised
himself, on a mountain of printed and manuscript docu-
ments, to the summit of doctrinal spiritualism, or that he
would have conceived that mighty theory which makes the
arts of all tunes and countries converge towards the Institute
of France, their supreme end?
The walls of the study, the floor, and even the ceiling were
loaded with overflowing bundles, pasteboard boxes swollen
beyond measure, boxes in which were compressed an in-
numerable multitude of small cards covered with writing. I
beheld in admiration minted with terror the cataracts of
erudition that threatened to burst forth.
‘Master,’ said I in feeling tones, ‘I throw myself upon
your kindness and your knowledge, both of which are
inexhaustible. Would you consent to guide me in my
arduous researches into the origins of Penguin art?’
‘Sir,’ answered the Master, ‘I possess all art, you under-
stand me, all art, on cards classed alphabetically and in
order of subjects. I consider it my duty to place at your dis-
posal all that relates to the Penguins. Get on that ladder and
take out that box you see above. You will find in it every-
thing you require.’
I tremblingly obeyed. But scarcely had I opened the fatal
box than some blue cards escaped from it, and slipping
through my fingers, began to rain down. Almost immediate-
ly, acting in sympathy, the neighbouring boxes opened, and
there flowed streams of pink, green, and white cards, and by
degrees, from all the boxes, differently coloured cards were
poured out murmuring like a waterfall on a mountain side
in April. In a minute they covered the floor with a thick
layer of paper. Issuing from their inexhaustible reservoirs
with a roar that continually grew in force, each second in-
creased the vehemence of their torrential fall. Swamped up
to the knees in cards, Fulgence Tapir observed the cataclysm
with attentive nose. He recognised its cause and grew pale
with fright
‘What a mass of art !’ he exclaimed.
I called to him and leaned forward to help him mount the
ladder which bent under the shower. It was too late. Over-
whelmed, desperate, pitiable, his velvet smoking-cap and his
gold-mounted spectacles having fallen from him, he vainly
opposed his short arms to the flood which had now mounted
to his arm-pits. Suddenly a terrible spurt of cards arose and
enveloped him in a gigantic whirlpool. During the space of a
second I could see in the gulf the shining skull and little fat
hands of the scholar, then it closed up and the deluge kept
on pouring over what was silence and immobility. In dread
lest I in my turn should be swallowed up ladder and all I
maae my escape through the topmost pane of the window.
#+END_QUOTE
** The logbooks
I would like to thank Joël Caselli for helping me interpret the content of Éric Tabarly's logbook.
This example is only superficially anecdotal. Ten years ago, a European project was aiming at estimating the Atlantic and Indian Oceans climates during the 18th century using logbooks from ships of the West- and East-India companies from the Kingdoms of Portugal, Spain, Holland, Britain and France. See the [[http://webs.ucm.es/info/cliwoc/][Climatological Database for the World's Oceans 1750-1850]].
In the same vein, logbooks from slave ships give a lot of quantitative information about the slave trade between Africa and the "New World" (see Marcus Rediker frightening book /The Slave Ship: A Human History/, 2007).
** One missing: the classic laboratory notebook
I quote here Sec. 6.2 =Notebooks and Records= of the highly recommended reading /An Introduction to Scientific Research/ by E. Bright Wilson (reprinted by Dover):
#+BEGIN_QUOTE
It is hard to conceive of a perfect laboratory notebook, and it is regrettably rare to find one that is even moderately
satisfactory; yet the keeping of good records of work done is a major key to efficiency. There are bound to be dissenters
to any set of fixed rules, but these will probably be rarer for the ritual of notebook keeping than elsewhere. Consequently,
a set of rules which is generally regarded as satisfactory, or even as essential, will be somewhat dogmatically stated.
Some great discoveries have been delayed because of careless record keeping. Thus it is related that the astronomer Le Monnier
observed the planet Uranus on several occasions, before its identification as a planet had been announced by Herschel, but
decided that it was a fixed star. This was probably due in part to the fact that he wrote his measurements on scraps of paper,
including a paper bag originally containing hair powder!
Laboratory notebooks should be permanently and strongly bound and of sufficient size, say roughly 8 by 10 inches, with numbered
pages. Loose-leaf pages or separate sheets are too easily lost to be satisfactory, especially since a laboratory notebook gets
rather rough handling, and perhaps an occasional dousing with acid. An exception is the case of routine, repeated measurements,
where a printed or mimeographed special blank is often useful if a good system is established for collecting and binding the
separate sheets. Ruled pages are generally used, but this is a matter of personal taste, and some prefer unruled or cross-sectional
pages. A rubber stamp may be used to provide headings for routine entries.
Data should be entered directly into the notebook at the time of observation. It is intolerable to use memory or scraps of paper
for primary recording, because of the inevitability of error and loss. Therefore, there should be a good place for the notebook
at the operating position, and the experimenter should never be without his book when in action.
Data should be recorded in ink, preferably a permanent brand, and a blotter should be handy. Otherwise the record is too ephemeral.
Notebooks get hard usage, and pencil smudges rapidly. When the notebook may be used as evidence in a patent case, ink is much
preferred.
Rough, qualitative graphs can be drawn in directly, but more careful ones are usually best prepared on graph paper of the most
appropriate type These are then carefully pasted in the notebook, a blank page being cut out in order to compensate for the bulk of
the one added.
Notebooks should carry the name of the user and the dates covered. It is convenient in a research group to agree on a standard size,
but then some sort of external identification is a great timesaver. The first eight or ten pages should be reserved for a table of
contents. This consists of a line added chronologically for each series of similar experiments, together with the page reference.
The table of contents is enormously helpful in finding items later and is very simple to keep up. An index in the back of the book
is advantageous but not indispensable.
Each entry should be dated and, if several individuals use one book (not generally recommended), initialed. The material should not
be crowded on the pages; paper is cheap compared with other research expenses. The principal difficulty is in deciding what to put in.
Obviously, one enters numerical results and those values of the independent variables such as temperature, composition, or pressure
which are directly concerned. It is also necessary to have a system of entries or references so that years later it will be possible to
tell what apparatus was used and under what circumstances. Somewhere there should be available a rather complete description of the
apparatus. Then, when modifications are made, they should be described immediately in the notebook. It should also be possible to trace
back the source of calibration curves, corrections, etc., which were appropriate to the data of a given day. It is helpful if the
requirements for writing a paper, a thesis, or a book are kept in mind. Such a task, once carried out, usually leads to solemn resolves
to keep a more careful notebook in the future. Also extremely salutary is the effect of trying to figure out something from another’s
book. All references to apparatus, places, times, books, papers, graphs, and people should be sufficiently explicit to be understandable
years later. It should be possible to take each scientific paper and show just where every figure, description, or statement in it is
backed up by original observations in the laboratory notebook, and exactly why the final and original numbers differ, if they do.
Some statement of the purpose of each experiment and a summary of the conclusions reached make the notebook vastly more useful.
Sketches, drawings, and diagrams are essential. Since so much observation is visual, it is important to record what is actually seen,
including things not fully understood at the time. Bad or unpromising experiments, even those deemed failures, should be fully recorded.
They represent an investment of effort which should not be thrown away, because often something can be salvaged, even if it is only a
knowledge of what not to do. Data should always be entered in their most primary form, not after recalculation or transformation. If it
is a ratio of two observations which is of interest but it is the two numbers which are actually observed, the two numbers should be
recorded. If the precise weight of an object is important, the individual balance weights used and their identification should be
included, i.e., the serial number of the box. Otherwise it is not possible to apply calibration corrections later or to change the
corrections if new values appear. Naturally, this detail is not necessary if only a rough weight is involved. A tabular form is best for
numerical data. Units should be noted.
Where patent questions are involved, it may be desirable to witness and even to notarize notebook pages at intervals. The witness should
be someone who understands the material but is not a coinventor. Material added to a page at a later date should be in a different-colored
ink, and any alterations should be initialed, witnessed, and dated if they are likely to be important. Industrial concerns usually enforce
their own rules concerning patent matters.
Identification Numbers. It is foolish to spend time and money making records of various kinds such as pen-and-ink recorder sheets,
photographic records, or spectra if these are then lost or mixed up. Every such record should carry indelibly on it complete identification.
A simple system of doing this which has worked well in practice is to write in ink on each record a symbol identifying the notebook and then
the page number on which the auxiliary data are recorded. If more than one record occurs on a page, letters or further numerals can be added.
Thus EBW II 85c would identify the third record discussed on page 85 of the second EBW notebook. This is better than a serial number, which
doesn’t tell without extra keying where to look for the notebook entry.
A good filing system is indispensable for all films, photographs, charts, graphs, circuit diagrams, drawings, blueprints, etc. It is hardest
to devise satisfactory filing methods for either very small or very large material. The former are easily lost and the latter very bulky.
Small envelopes are useful for tiny films and also protect them from scratching.
It is thoroughly worth while to save drawings and blueprints from which apparatus has been built, however rough these may be. These should be
dated, initialed, and labeled; in fact every piece of paper containing useful material should be so marked. When an electronic or other
similar piece of equipment is built, a careful circuit diagram should be prepared, fully labeled with all constants. The apparatus should
carry a serial number which also appears on the diagram. When changes are made, these should be indicated on the diagram and dated or a revised,
dated diagram made. The old one should not be obscured or thrown away because it may be required to explain earlier data, later found to be
peculiar. It is convenient to draw such diagrams on tracing paper with a good black pencil. Cheap ozalid or similarly processed copies can then
be made. One should be kept in the laboratory, where it will usually prove indispensable for trouble shooting. Sooner or later, however, it will
be used as scratch paper by someone with a brilliant idea to demonstrate; so the official copy and spares should be filed elsewhere. A great deal
of time is unnecessarily wasted poking around the insides of an apparatus trying to find out where some wire goes.
[...]
Labeling. Related to the question of notebooks and records is that of labeling. Naturally bottles of chemicals must carry adequate labels, which
should include not only the chemical name but also the source, or a notebook page reference if there has been any special treatment, or initials
and date. One research worker departed from a certain laboratory to take another job and left a good deal of material behind. One bottle of clear
liquid carried no label. Those assigned to clean up examined it, smelled it, finally concluded that it was water, and poured it down the drain.
It was water, all right—heavy water at $30 an ounce. Some supervisors relentlessly throw out unlabeled bottles on sight. It only needs to be done
once or twice. Labels are also essential on all kinds of specimens, pieces of apparatus, gadgets, etc. Controls on apparatus should be labeled and
the apparatus itself numbered. Every laboratory has orphaned pieces of equipment, often electronic, of which no one knows the nature and purpose.
The notebook page system is good here, provided the old notebooks can be found. Labels should be attached so that they will stay. Metal tags can
be riveted on. Paper labels should be covered with some sort of varnish.
The whole purpose of all these recording systems is to preserve values. They should be carefully thought out to fit the conditions of each
laboratory and should be adequate but not overelaborate. If too much is demanded of human nature, the system will break down.
