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skills/memory-retrieval-learning/resources/methodology.md
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skills/memory-retrieval-learning/resources/methodology.md
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# Advanced Memory & Learning Methodology
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## Workflow
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```
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Advanced Learning Progress:
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- [ ] Step 1: Diagnose learning challenges
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- [ ] Step 2: Select advanced techniques
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- [ ] Step 3: Optimize spacing algorithm
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- [ ] Step 4: Address motivation and habits
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- [ ] Step 5: Break through plateaus
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- [ ] Step 6: Maintain long-term retention
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```
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**Step 1: Diagnose learning challenges**
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Identify specific problems: interference between similar concepts, motivation decay, learning plateaus, or retention below 60%. See [1. Diagnostic Framework](#1-diagnostic-framework).
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**Step 2: Select advanced techniques**
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Choose from desirable difficulties, elaborative interrogation, dual coding, or generation effect based on material type. See [2. Advanced Techniques](#2-advanced-techniques).
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**Step 3: Optimize spacing algorithm**
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Adjust intervals based on material difficulty, personal retention curves, and interference patterns. See [3. Optimizing Spaced Repetition](#3-optimizing-spaced-repetition).
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**Step 4: Address motivation and habits**
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Build sustainable learning habits using implementation intentions, temptation bundling, and progress visualization. See [4. Motivation & Habit Formation](#4-motivation--habit-formation).
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**Step 5: Break through plateaus**
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Use targeted strategies for overcoming learning stalls: difficulty increase, context variation, or deliberate practice. See [5. Breaking Plateaus](#5-breaking-plateaus).
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**Step 6: Maintain long-term retention**
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Implement maintenance schedules, periodic reactivation, and knowledge gardening. See [6. Long-Term Maintenance](#6-long-term-maintenance).
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---
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## 1. Diagnostic Framework
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### Common Learning Problems
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**Problem: Forgetting too quickly (retention <60%)**
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- Symptoms: Failing Day 3/7 reviews, relearning from scratch, can't recall basics
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- Causes: Shallow encoding, interference, insufficient elaboration, sleep deprivation
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- Solutions: Spend 2x longer initially, use 1-2-4-8-16 day schedule, add "A vs B" comparisons, prioritize 7-9hr sleep
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**Problem: Learning plateau (no improvement for 3+ weeks)**
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- Symptoms: Mock test scores stuck, retention flat, effort feels wasted
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- Causes: Wrong difficulty level, no error feedback, insufficient variation, metacognitive illusions
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- Solutions: Use 85% rule (succeed 85%, fail 15%), immediate feedback, increase variation, predict scores pre-test
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**Problem: Motivation decay**
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- Symptoms: Skipping sessions, dreading materials, procrastinating, questioning purpose
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- Causes: Distant goals, no intrinsic interest, no progress visibility, burnout
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- Solutions: Weekly milestones, link to personal interests, visualize progress, reduce daily time 30%
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---
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## 2. Advanced Techniques
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### Desirable Difficulties
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**Concept:** Making retrieval harder (within limits) strengthens long-term retention.
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**Applications:**
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**Varied Practice Contexts:**
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- Study same material in different locations (library, café, home)
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- Different times of day
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- With/without background music
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- Standing vs sitting
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- Effect: Breaks context-dependent memory, aids transfer
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**Generation Effect:**
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- Generate answer before seeing it (even if wrong guess)
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- Fill-in-the-blank > multiple choice > recognition
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- Summarize in own words before reading summary
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- Effect: Effortful generation strengthens encoding
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**Spacing with Optimal Difficulty:**
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- Space reviews such that retention is 50-80% (not 90%+)
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- Too easy = wasted time
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- Too hard (<40%) = frustration, no benefit
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- Sweet spot: Struggling but succeeding most of the time
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### Elaborative Interrogation
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**Technique:** Ask "why" questions to connect new knowledge to existing schemas.
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**Process:**
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1. Learn new fact: "Mitochondria are the powerhouse of the cell"
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2. Ask: "Why do cells need a powerhouse?"
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3. Answer: "Because they need energy for all cellular processes"
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4. Ask: "Why is this energy generation separated into mitochondria?"
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5. Answer: "Because it involves complex chemistry that's isolated for safety/efficiency"
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**Benefits:**
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- Creates retrieval routes through elaboration
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- Integrates isolated facts into knowledge networks
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- Reveals understanding gaps
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**When to use:**
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- Conceptual material (not pure memorization)
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- When facts seem arbitrary or disconnected
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- Building mental models of systems
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### Dual Coding
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**Concept:** Combine verbal and visual representations for redundant encoding.
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**Applications:**
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**For Abstract Concepts:**
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- Draw diagram while explaining verbally
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- Use metaphor + literal definition
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- Create mind map + written outline
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- Benefit: Two retrieval paths instead of one
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**For Procedures:**
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- Watch video demonstration + read step-by-step text
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- Create flowchart + write algorithm
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- Use physical gesture + verbal description (embodied cognition)
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**For Vocabulary:**
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- Word + image flashcard
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- Etymology (visual word parts) + definition
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- Example sentence + picture of scenario
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**Evidence:** Dual coding increases recall by 20-30% compared to single modality.
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### Interleaving vs. Blocking
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**Blocked Practice:** AAAA BBBB CCCC (all of topic A, then all of B, then all of C)
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**Interleaved Practice:** ABCABC ABCABC (mix topics within session)
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**When to Use Each:**
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**Use Blocking (AAAA) when:**
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- Complete novice learning brand new skill
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- First exposure to topic (need to establish basics)
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- Material is extremely difficult
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- Example: Day 1 of learning Python loops, do 10 loop problems in a row
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**Use Interleaving (ABCABC) when:**
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- Past initial learning phase
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- Multiple similar concepts to discriminate
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- Preparing for tests (which are always interleaved)
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- Example: After learning loops, functions, classes → mix all three in practice
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**Interleaving Benefits:**
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- +40% improvement in discrimination between similar concepts
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- Better transfer to novel problems
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- Reveals confusion between topics (forces discrimination)
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**Interleaving Costs:**
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- Feels harder and less productive during practice
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- Initial performance worse than blocking
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- Requires trust in the process
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---
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## 3. Optimizing Spaced Repetition
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### Beyond Standard Intervals
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**Standard Schedule:** 1-3-7-14-30 days works for average retention.
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**Personalized Optimization:**
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**If you're a fast forgetter:**
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- Use: 1-2-4-8-16-32 day intervals
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- More frequent early reviews
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- Accept that you'll review more often
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**If you're a slow forgetter:**
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- Use: 1-4-10-25-60 day intervals
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- Extend intervals to save time
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- Only review when approaching forgetting
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**Measuring Your Retention Curve:**
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1. After learning something, test retention at Days 1, 3, 7, 14
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2. Plot % retained vs. days since learning
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3. Find when retention drops to 70%
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4. That's your optimal review timing
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### Material-Specific Intervals
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**High-Interference Material** (similar concepts that confuse each other):
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- Use shorter intervals: 1-2-4-7-14 days
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- Add contrastive examples every review
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- Example: Spanish/Italian vocab (similar languages)
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**Low-Interference Material** (isolated, distinctive):
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- Use longer intervals: 1-4-12-30-90 days
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- Example: Anatomy terms (distinctive body parts)
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**Procedural Knowledge:**
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- Compress early intervals: 1-1-2-4-8 days (more practice initially)
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- Then extend: 15-30-60 days for maintenance
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- Example: Keyboard shortcuts, coding syntax
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**Conceptual Understanding:**
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- Standard or extended intervals: 1-3-7-21-60 days
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- Focus on elaboration each review, not just recall
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- Example: Physics principles, business models
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### Adaptive Algorithms
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**Manual Leitner System:**
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- Box 1: Daily review
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- Box 2: Every 3 days
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- Box 3: Weekly
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- Box 4: Bi-weekly
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- Box 5: Monthly
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- Move forward on success, back to Box 1 on failure
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**SuperMemo SM-2 Algorithm** (used by Anki):
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```
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If correct:
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New interval = Old interval × Ease Factor
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If forgotten:
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Restart at Day 1
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Reduce Ease Factor (make future intervals shorter)
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Ease Factor adjusts based on how hard each card is for you
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```
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**When to Use Software:**
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- 100+ items to review (manual tracking gets overwhelming)
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- Long-term projects (6+ months)
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- Need mobile access for anywhere review
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- Want automatic scheduling optimization
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---
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## 4. Motivation & Habit Formation
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### Implementation Intentions
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**Format:** "When [situation], I will [behavior]"
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**Examples:**
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- "When I finish breakfast, I will review flashcards for 15 minutes"
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- "When I arrive at library, I will do one practice problem set"
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- "When I feel stuck on a problem, I will take 5-min break then return"
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**Why it works:**
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- Removes decision fatigue ("should I study now?")
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- Creates automatic triggers
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- 2-3x higher follow-through than vague goals
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**Creating Effective Implementation Intentions:**
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1. Choose consistent trigger (same time, place, or prior event)
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2. Start with laughably easy behavior (10 minutes, not 2 hours)
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3. Reward immediately after (walk, snack, favorite activity)
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4. Track completion (checkbox satisfaction)
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### Temptation Bundling
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**Concept:** Pair desirable activity with learning to transfer motivation.
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**Examples:**
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- Only listen to favorite podcast while reviewing flashcards
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- Drink premium coffee only during study sessions
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- Watch one episode of show after completing daily goal
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- Study at favorite café with great ambiance
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**Setup:**
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1. Identify guilty pleasure or desired activity
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2. Make it contingent on study session
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3. Never allow pleasure without study (strict bundling)
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4. Result: Pavlovian association forms
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### Progress Visualization
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**Techniques:**
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**Completion Tracking:**
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- Visual: Mark off each unit completed on printed grid
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- Quantitative: "35/100 topics mastered"
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- Milestone: "Halfway through, 8 weeks to go"
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**Streak Tracking:**
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- Days in a row completing review
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- Motivating to maintain streak
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- But: Build in guilt-free "break days" (1 per week allowed)
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**Score Improvement:**
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- Graph mock test scores over time
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- Even flat line with uptick at end is progress
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- Compare to initial baseline, not perfection
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**Time Investment:**
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- Total hours invested visual (fills up jar/thermometer)
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- Sunk cost becomes motivating: "I've put in 40 hours, not quitting now"
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---
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## 5. Breaking Plateaus
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### Diagnose Plateau Type
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**Knowledge Plateau:**
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- You know the basics but can't advance
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- Solution: Deliberate practice on weakest areas (not random review)
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- Find the specific sub-skill holding you back
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**Transfer Plateau:**
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- Can answer practice questions but fail novel problems
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- Solution: Increase variation, practice with different formats/contexts
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- Interleave more aggressively
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**Speed Plateau:**
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- Accurate but too slow
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- Solution: Timed practice with progressive time pressure
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- Chunking (automate sub-routines)
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### Strategies by Plateau Type
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**For Knowledge Plateaus:**
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1. **Error Analysis:**
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- Review last 20 errors in detail
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- Categorize: Careless? Conceptual gap? Never learned?
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- Create targeted mini-lessons for gaps
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2. **Prerequisite Check:**
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- Are you missing foundational knowledge?
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- Go back 1-2 levels, fill gaps
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- Example: Struggling with calculus? Review algebra
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3. **Increase Difficulty:**
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- 85% rule: Should succeed 85% of time
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- If above 95%, material is too easy
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- Find harder problems/questions
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**For Transfer Plateaus:**
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4. **Far Transfer Practice:**
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- Apply knowledge in completely new domains
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- Example: Learn stats with sports, apply to business
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- Forces deep understanding beyond memorized procedures
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5. **Explain to Novice:**
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- Teach material to someone who knows nothing
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- Forces simple explanations, reveals assumption gaps
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- Can't hide behind jargon
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**For Speed Plateaus:**
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6. **Chunking:**
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- Identify repeated sub-procedures
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- Practice sub-procedures until automatic
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- Example: Typing → practice common letter pairs
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7. **Timed Progressive Overload:**
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- Week 1: Complete problem set, no time limit
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- Week 2: Same set in 90% of Week 1 time
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- Week 3: 80% of Week 1 time
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- Build speed without sacrificing accuracy
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---
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## 6. Long-Term Maintenance
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### Maintenance Schedules
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**After achieving proficiency, prevent forgetting:**
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**High-Stakes Knowledge** (exam, job-critical):
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- Review every 60-90 days
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- Do mini-refresher (15-30 min)
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- One practice problem set quarterly
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- Example: Maintaining coding skills between projects
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**Medium-Stakes** (nice to have, occasional use):
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- Review every 6 months
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- Quick skim + one example
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- 10-15 min refresher
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- Example: Foreign language you use on vacation
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**Low-Stakes** (personal interest):
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- Review yearly or when needed
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- Accept some forgetting (quick relearn as needed)
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- Example: Hobby knowledge like wine regions
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### Periodic Reactivation
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**Concept:** Brief reactivation prevents dormancy.
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**Technique:**
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- Set calendar reminder every X months
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- Spend 15-30 minutes on representative sample
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- Don't re-study everything, just key concepts/skills
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- If retention >70%, extend next review interval
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- If retention <50%, schedule intensive review
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### Knowledge Gardening
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**Metaphor:** Knowledge is a garden requiring maintenance.
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**Practices:**
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**Weeding:**
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- Retire outdated knowledge (old APIs, superseded methods)
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- Don't maintain what's no longer useful
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- Example: Remove Windows XP skills if not relevant
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**Pruning:**
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- Identify rarely-retrieved knowledge
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- Let it fade if truly not needed
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- Focus maintenance on high-value knowledge
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**Feeding:**
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- Add new knowledge to existing networks
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- Update as field evolves
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- Example: Add new Python 3.12 features to existing Python knowledge
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**Cross-Pollination:**
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- Connect knowledge across domains
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- Strengthens both through analogies
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- Example: Link economics concepts to psychology
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---
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## 7. Troubleshooting Guide
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**If motivation collapses:**
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→ Reduce daily time by 50%, add rewards, reconnect to purpose
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**If retention drops below 60%:**
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→ Shorten intervals (use 1-2-4-8-16 schedule), add elaboration, check sleep
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**If learning feels effortless (>95% retention):**
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→ Extend intervals, increase difficulty, you're wasting time on too-easy material
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**If similar concepts interfere:**
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→ Use contrastive examples, space their learning apart by 1-2 days, create comparison charts
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**If plateau for 3+ weeks:**
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→ Diagnose type (knowledge/transfer/speed), apply targeted strategy from Section 5
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**If burnout symptoms appear:**
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→ Take 3-7 day break, reduce load 50%, switch to intrinsically interesting material
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**If can't find time:**
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→ 15 min minimum daily beats 2 hr weekly, use implementation intentions, temptation bundling
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---
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## When to Apply This Methodology
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Use advanced methodology when:
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✓ Standard spaced repetition isn't working (retention <60%)
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✓ Learning plateau persists despite consistent effort
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✓ Motivation is declining over time
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✓ Material has high interference (similar concepts confusing)
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✓ Long-term retention critical (6+ months, professional knowledge)
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✓ Preparing for very high-stakes outcomes (medical boards, bar exam)
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✓ Need to optimize efficiency (limited time, many topics)
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Use standard [template.md](template.md) when:
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✗ First time using spaced repetition (start simple)
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✗ Short-term goals (< 3 months)
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✗ Material is straightforward with low interference
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✗ Standard intervals (1-3-7-14-30) are working fine
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Reference in New Issue
Block a user