Obsidian Starter Templates is a reference for using Obsidian.
If you've tested out Obsidian and worked through the "Obsidian Help" folder, you might be looking for practical strategies to apply associative notes in your daily work.
Obsidian Starter Templates gathers examples from the Obsidian community. Its broader aims are to uncover and communicate:
- How others use backlinks and various markdown tricks,
- Why these techniques work.
The initial example covers how an academic researcher might choose to approach Obsidian.
Starter Templates contains template vaults. To get started:
- Clone the repository and open a vault folder in Obsidian using the "Open another vault" sidebar button.
The researcher/ template suits a case where you are juggling multiple research projects: for example, reading several books and research papers simultaneously and maintaining multiple collaborations with other researchers. It's nice to have a starter template to experiment with ideas, even though backlinks and associative thinking encourage you to avoid hierarchies and rigid hierarchical structures: see for example Andy Matuschak's evergreen notes, taxonomy of note types and note-link-janitor project.
The template is intended to be modular. A minimal use could include scratch/ and concepts/, then later expand to projects/ and people/. The intended structure is given by the following tree:
The scratch folder is an area for messy, low-friction daily free-form planning and logging of ideas, i.e. scratch/ will store content generated using the Obsidian "daily notes" feature. Daily notes can be created using the "Open today's note" action: this will create a new markdown file that follows the date-stamped name convention YYYY-MM-DD.md.
Tip: Set a keyboard shortcut to quickly go to the day's note. For example, set cmd+T to "Open today's note" in the Hotkeys settings.
Tip: Create a rigid layout for daily notes by specifying a template markdown file, though a blank template may encourage free-form thinking.
After a few days, daily notes will build up as follows:
-
TIP: Keep a free-form record of what you're reading, doing and thinking about by linking to concepts and books: this way backlinks in each concept will show that dates on which work was done. Example in 2020-05-24.md:
Read about [[A concept]] in [[Saini (2017) – Inferior]]
When later reviewing A concept.md, backlinks will show that you were thinking about it on a particular date (2020-05-24.md).
TIP: Use tags such as
#backlogand#priorityfor simple Kanban-style task tracking, see Distributed idea tracking.
Folder for "evergreen" concept notes (see Andy Matuschak's evergreen notes).
-
A example concept note.
TIP: In a link, it's clearer to read
[[A concept]]than[[a-concept]], so the filename uses white spaces here and sentence case.TIP: The filename is more important than the level-one heading. Use a filename appropriate for linking, but use a longer more descriptive level-one heading. Example in A concept.md where the level-one heading is longer than the filename:
# A new concept that is useful
Link ideas, concepts and people to projects.
-
TIP: Link to projects from daily notes to keep an informal record of progress. Example in 2020-05-24.md:
Got started on ideas about [[Main concept]] for [[Project C]].
Project backlinks will then show dates that it was worked on.
TIP: Add links to people and details of their involvement. Example in Project A.md:
## People - [[Supervisor]] - [[Collaborator A]] - [[Collaborator B]] might be interested.
-
If a project becomes more complex, it might turn into a folder with many attached concept notes.
Keep track of interactions with collaborators. If you're doing a research project, you might also have a file for your adviser/supervisor.
TIP: Link to a person from anywhere if there is an association. You could link from a concept. Example in A concept.md links to a person from a concept:
[[Collaborator A]] has a good idea about this, but [[Supervisor]] thinks that this is wrong.TIP: To keep a record of interactions you could link from the daily log. Example in 2020-05-25.md links from a potential task to a person:
#priority Meet with [[Collaborator B]] to discuss ideas.
Keep a record of important books here. Each book page could link to a set of relevant concept notes, rather than containing content. If you're undertaking a research project, you could also add an articles/ folder.
-
TIP: Link to concept pages rather than writing directly in a book page (see Andy Matuschak's taxonomy of note types). Example in Csikszentmihalyi – Flow.md links from a book to a concept:
- One of the chapters focused on [[A concept]]
TIP: Link from concept pages to book pages. Example in A concept.md:
- [[Saini (2017) – Inferior]] described it like this, but [[Csikszentmihalyi (2008) – Flow]] described it like that.
-
TIP: Link from PDF pages to book pages:
- [[Saini (2017) - Inferior.pdf#page=40]] described it.
Think about the tools you're currently using, search for new tools, write notes about what you've learnt.
Question your approaches here and keep a record of insights and meta concepts.
-
Use to record today-I-learned (TIL) style ideas. Example in 2020-05-26.md links two concepts:
[[TIL]] Some interesting idea that stood out. It changed how I thought about [[A concept]] in relation to [[Another concept]].
TIP: Backlinks to TIL.md will show a record of when concepts were learnt.
-
TIP: Keep a record of any milestones or positive feedback.
(optional) You can set a dedicated folder to handle all image uploads: the folder will hold a copy of all images dragged onto Obsidian notes.
-
TIP: When renaming an image, all links to it will be automatically updated.
Rather than maintaining a list of tasks, distribute the tags across all files so that tags are placed alongside content. Tags can be used to replace simple Kanban-style task tracking. Use whatever tag system works for you – an example idea tags could include:
-
#next: Must be done next.TIP: Limit to 2 or 3 instances for a work-in-progress limit.
-
#backlog: Should be done in the future. -
#priority: Should be done soon. -
#irk: Must be done soon, but annoying or getting in the way. -
#lateral: Interesting left-field idea that may or may not lead anywhere. High-risk, high-reward. -
#question: Something uncertain. Plays the role of Wikipedia's citation needed.
Once an idea has been explored or a task has been finished, delete the tag or add
#done: Done
Kanban with embeded queries:
| | | |
| ------------ | --------------- | --------- |
| ![[Backlog]] | ![[InProgress]] | ![[done]] |Example in Backlog.md:
```query
tag:backlog
```Markdown task lists work well in WYSIWYG editors such as Typora. WYSIWYG editing is on the Obsidian roadmap, so may well become a better option than a tag based system.
For one-off references, pasted links work fine. Example in A concept.md:
This concept only appeared once, so just paste link.
https://en.wikipedia.org/wiki/Mental_stateIf a link occurs multiple times, it might be appropriate to use markdown footnotes and gather a reference list. Example in A concept.md:
This link appears many times,[^repeated] so maybe use a footnote.
A reference[^repeated] had an even different idea to [[Csikszentmihalyi (2008) – Flow]].
[[Collaborator A]] has a good idea about this, but [[Supervisor]] thinks that this is wrong.
I need to check.[^repeated]
## References
[^repeated]: Flow (psychology): https://en.wikipedia.org/wiki/Flow_(psychology)- Obsidian: https://obsidian.md/
- Matuschak, A. Evergreen notes: https://notes.andymatuschak.org/Evergreen_notes
- Matuschak, A. Note-link Janitor: https://github.com/andymatuschak/note-link-janitor
- Matuschak, A. Taxonomy of note types: https://notes.andymatuschak.org/Taxonomy_of_note_types