Evaluate how each tool represents blocks, pages, and links; whether references are first-class; and how queries surface relationships. Test daily capture, refactoring, and publishing flows. Real fit shows up in repetitive tasks: fewer clicks, fewer surprises, faster retrieval, and a feeling your notes simply help you think.
Prefer plain text, Markdown, or well-documented formats stored locally, then synced using trustworthy services, Git, or end-to-end encrypted providers. Understand conflict resolution, CRDT behavior, and mobile latency. Backups, checksums, and version history matter most when accidents happen, not when marketing pages promise perfection and permanent peace of mind.
Adopt a small, dependable set: templates for consistent metadata, calendar and daily notes for continuity, advanced queries for resurfacing, and exporters for publishing. Audit new additions carefully. Remove stale extensions regularly to reduce clutter, improve performance, and preserve confidence that automation still does exactly what you expect.
Implement the 3-2-1 rule, include offsite copies, and test restores quarterly. Use Git for text changes, snapshots for databases, and checksums to verify integrity. Document the process so emergencies are boring, predictable, and reversible, not desperate scrambles through half-remembered settings or unreliable cloud dashboards late at night.
Separate private reflections from publishable workspaces, applying end-to-end encryption where appropriate. Record consent for shared notes, anonymize sensitive details, and redact personal identifiers before publishing. Uphold boundaries consistently, recognizing that curiosity and collaboration thrive when trust is protected, expectations are explicit, and accountability is embraced across teams.
Prefer open, inspectable formats like Markdown, JSON, CSV, and BibTeX, with clean exports for everything important. Maintain migration checklists and test alternate tools periodically. Portability is not paranoia; it is stewardship, ensuring today’s efforts remain useful when platforms change, pricing shifts, or needs evolve in unexpected directions.