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Connect Ideas with The Idea Compass and Visualize Connections with ExcaliBrain thumbnail

Connect Ideas with The Idea Compass and Visualize Connections with ExcaliBrain

5 min read

Based on Zsolt's Visual Personal Knowledge Management's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Use the Idea Compass directions as a checklist: North for origins/parent domains, South for consequences/children, West for supporting analogs, and East for competition/opposition and transformation.

Briefing

The core takeaway is a practical method for turning a new idea into a structured set of connections—by “directing attention” in four compass directions (North, South, West, East) and then visualizing those relationships inside Excalibrain. Instead of treating brainstorming as random, the Idea Compass framework forces intentional inquiry: trace origins, identify where the idea leads, find supporting parallels, and surface competition or missing pieces. That structure matters because it makes idea development auditable—each connection has a reason (origin, domain, child, support, opposition) rather than just a vague association.

North asks for origins: bigger categories, parent domains, and the beliefs the idea supports—essentially zooming out to where the thought came from and what it inherits. South zooms in on consequences: domains the central idea nurtures, plus instances and examples that demonstrate it in practice. West is for similar or supporting ideas across disciplines—other formulations of the same concept, or references that echo the thought. East is for competition: opposition, disadvantages, and what the idea fails to account for. Importantly, “competition” isn’t only critique; it can also supercharge the idea by forcing transformation.

To make those directional links tangible, the workflow pairs the Idea Compass with Excalibrain’s graph visualization. The creator places the Idea Compass in the center and uses Excalibrain to arrange related items around it—left/right and up/down—so the graph becomes a mental model of the idea’s ecosystem. The process also includes building an ontology inside Excalibrain: a set of named link types that define what “up,” “down,” “left,” “right,” “previous,” and “next” mean.

A key update described here adds the ability to place items on the right-hand side of an Excalibrain graph. That change required reconfiguring the ontology so that lateral relationships behave consistently. In the ontology settings, parent/child fields define vertical direction (e.g., a “Target” child becomes a downward item), while “front/previous/next” and “left/right” determine horizontal placement. The creator highlights a subtle but important distinction: “right/left” relationships remain anchored to their side even if items swap, while “previous/next” are relative positions (the “next” of one page becomes the “previous” of another).

The transcript also shows how the ontology is built in practice. New directional link types are added via Obsidian’s data view field workflow (using Excalibrain’s ontology suggestion triggered by triple colons), then grouped into the compass questions. Over time, the creator accumulates ontology terms from real notes and documents, then organizes them into the compass directions—an approach framed as more “felt” than fully planned.

Finally, the method is demonstrated through comparisons and synthesis. The creator adds “six thinking hats” (Edward de Bono) as a related directed-thinking tool, then uses Excalibrain to position it on the map. A second visualization compares the Idea Compass to Simon Wardley’s Worldly Map using a double bubble map: similarities include both being tools for thought that use directions to structure questions, while differences include Worldly Map’s strategy/customer/service framing versus Idea Compass’s concept-comparison and origin/support/competition framing. The result is a repeatable system for connecting ideas, stress-testing them through opposition, and visualizing the structure inside a knowledge base.

Cornell Notes

The Idea Compass framework turns idea development into directed inquiry using four directions: North for origins and parent domains, South for what the idea leads to (children, instances, examples), West for supporting or analogous ideas, and East for competition—opposition, disadvantages, and opportunities to transform the idea. Excalibrain is then used to visualize those relationships as a graph, with the creator placing the Idea Compass at the center and arranging related notes around it. A major implementation detail is building an ontology in Excalibrain that defines what each link type means for placement (up/down/left/right and relative previous/next). The workflow also supports adding related tools like Edward de Bono’s six thinking hats and comparing frameworks via double bubble maps to clarify similarities and differences.

How does the Idea Compass define what to look for in each direction (North, South, West, East)?

North targets origins: larger categories, parent domains, beliefs the idea supports, and where it was “incepted.” South targets consequences: domains the central idea nurtures, plus instances and examples. West targets supporting parallels: ideas from other disciplines that express the same concept or are relevant references. East targets competition: opposing ideas, missing elements, disadvantages, and also the potential to transform and “supercharge” the central idea.

Why does the workflow emphasize directed thinking instead of random brainstorming?

Directed thinking changes the mindset from collecting associations to collecting evidence for specific relationship types. The creator frames it as looking in one direction at a time—first gather North-origin material, then South consequences, then West parallels, then East opposition—so the resulting connections are intentional and more rigorous.

What role does Excalibrain’s ontology play in making the compass visualization work?

The ontology defines link semantics and placement rules. Vertical placement comes from parent/child fields (e.g., adding a “Target” field as a child makes it appear as a downward item). Horizontal placement depends on configured side relationships (left/right) and relative relationships (previous/next). The creator builds the ontology by collecting data view fields from notes, then grouping them under compass questions and compiling them back into Excalibrain’s ontology configuration.

What changed with the Excalibrain update described here, and why did it require reconfiguration?

The update adds the ability to place items on the right-hand side of an Excalibrain graph. To support that, the creator reconfigured ontology options so that right-side relationships consistently remain on the right even if items swap, while “next”/“previous” behave as relative positions between pages.

How do “left/right” differ from “previous/next” in the graph layout?

Left/right are anchored: right-hand side friends always remain on the right even if they switch places. Previous/next are relative: “next” of one node depends on which node is selected (e.g., page two’s previous is page one, and page one’s next is page two). This affects how directed relationships are interpreted visually.

How are comparisons like Worldly Map vs Idea Compass used in this system?

The creator uses a double bubble map to compare two frameworks by placing them in separate regions and listing shared properties in the center while differences go on the sides. For Worldly Map vs Idea Compass, similarities include both being direction-aware tools for thought and question-asking; differences include Worldly Map’s strategy/customer/service framing versus Idea Compass’s concept-comparison framing (origin/support/competition).

Review Questions

  1. If you had a new concept, how would you decide what to place in North versus West on the Idea Compass?
  2. What ontology field types would you need to create to ensure a note appears as a downward child in Excalibrain?
  3. In Excalibrain, when would you prefer using “previous/next” instead of “left/right” for representing relationships?

Key Points

  1. 1

    Use the Idea Compass directions as a checklist: North for origins/parent domains, South for consequences/children, West for supporting analogs, and East for competition/opposition and transformation.

  2. 2

    Treat “competition” as both critique and a mechanism to strengthen the idea by forcing missing pieces and disadvantages into the model.

  3. 3

    Visualize compass relationships in Excalibrain by placing the central idea in the graph and arranging related notes according to directional link types.

  4. 4

    Build and maintain an ontology in Excalibrain so link types map cleanly to graph placement (up/down and left/right or previous/next).

  5. 5

    The Excalibrain update adds right-side placement, which requires careful ontology configuration to keep right-hand relationships anchored.

  6. 6

    Use double bubble maps to compare frameworks (e.g., Worldly Map vs Idea Compass) by listing shared properties centrally and differences on the sides.

Highlights

The Idea Compass replaces vague association with directional, question-driven connections: origins (North), consequences (South), analogs (West), and competition (East).
Excalibrain’s ontology turns those compass directions into graph placement rules, making the visualization consistent and reusable.
The update enabling right-side placement forced a distinction between anchored side relationships (left/right) and relative positional relationships (previous/next).
Double bubble maps provide a structured way to compare two frameworks by separating similarities (center) from differences (sides).

Topics

  • Idea Compass
  • Excalibrain Ontology
  • Directed Thinking
  • Graph Visualization
  • Double Bubble Maps

Mentioned