How I use Obsidian

I use Obsidian to think, take notes, write essays, and publish this site. This is my bottom-up approach to note-taking and organizing things I am interested in. It embraces chaos and laziness to create emergent structure.

In Obsidian, a “vault” is simply a folder of files. This is important because it adheres to my File over app philosophy. If you want to create digital artifacts that last, they must be files you can control, in formats that are easy to retrieve and read. Obsidian gives you that freedom.

The following is in no way dogmatic, just one example of how you can use Obsidian. Take the parts you like.

Vault template#

  1. Download my vault or clone it from the Github repo.
  2. Unzip the .zip file to a folder of your choosing.
  3. In Obsidian open the folder as a vault.

Plugins#

Some of my templates depend on plugins:

Personal rules#

Rules I follow in my personal vault:

Having a consistent style collapses hundreds of future decisions into one, and gives me focus. For example, I always pluralize tags so I never have to wonder what to name new tags. Choose rules that feel comfortable to you and write them down. Make your own style guide. You can always change your rules later.

Folders and organization#

I use very few folders. I avoid folders because many of my entries belong to more than one area of thought. My system is oriented towards speed and laziness. I don’t want the overhead of having to consider where something should go.

I do not use nested sub-folders. I do not use the file explorer much for navigation. I mostly navigate using the quick switcher, backlinks, or links within a note.

My notes are primarily organized using the category property. Categories are overview notes that list related notes.

Most of my notes are in the root of the vault, not a folder. This where I write about my personal world: journal entries, essays, evergreen notes, and other personal notes. If a note is in the root, I know it’s something I wrote, or relates directly to me.

Two reference folders I use:

Three admin folders exist so that their contents don’t show up in the file navigation:

Two folders are present in the downloadable version of my vault for the sake of clarity. In my personal vault, these notes would be in the root, not a folder.

I use internal links profusely throughout my notes. I try to always link the first mention of something. My journal entries are often a stream of consciousness cataloging recent events, finding connections between things. Often the link is unresolved, meaning that the note for that link isn’t created yet. Unresolved links are important because they are breadcrumbs for future connections between things.

A journal entry in the root of my vault might look something like this:

I went to see the movie [[Perfect Days]] with [[Aisha]] at [[Vidiots]] and had Filipino food at [[Little Ongpin]]. I loved this quote from Perfect Days: [[Next time is next time, now is now]]. It reminds me of the essay ...

The movie, movie theater, and restaurant each link to entries in my References folder. In these reference notes I capture properties, my rating, and thoughts about that thing. I use Web Clipper to help populate properties from databases like IMDB. The quote was meaningful to me, so it became an evergreen note in my root folder. The essay I mention is in my Clippings folder, because I didn’t write it myself.

This heavy linking style becomes more useful as time goes on, because I can trace how ideas emerged, and the branching paths these ideas created.

Fractal journaling and random revisit#

I use Obsidian’s unique note hotkey to write individual thoughts as they come up throughout the day. This automatically creates a note with the prefix YYYY-MM-DD HHmm to which I may append a title that describes the idea.

Every few days I review these journal fragments and compile the salient thoughts. I then review those reviews monthly, and review the monthly reviews yearly (using this template). The result is a fractal web of my life that I can zoom in and out of at varying degrees of detail. I can trace back where individual thoughts came from, and how they bubbled up into bigger themes.

Every few months I set aside time for a “random revisit”. I use the random note hotkey to quickly travel randomly through my vault. I often use the local graph at shallow depth to see related notes. This is helps me revisit old ideas, create missing links, find inspiration in past thoughts, and do a bit of maintenance, like fixing formatting based on new rules in my personal style guide.

Fractal journaling and randomization are how I tame the wilderness that a knowledge base can grow into. Many people have asked me if this could be automated with language models but I do not care to do so. I enjoy this process. Doing this maintenance helps me understand my own patterns. I don’t want to delegate it.

Properties and templates#

Almost every note I create starts from a template. I use templates heavily because they allow me to lazily add information that will help me find the note later. I have a template for every category with properties at the top, to capture data such as:

A few rules I follow for properties:

The .obsidian/types.json file lists which properties are assigned to which types (i.e. date, number, text, etc).

Rating system#

Anything with a rating uses an integer from 1 to 7:

Why this scale? I like rating out of 7 better than 4 or 5 because I need more granularity at the top, for the good experiences, and 10 is too granular.

Publishing to the web#

This site is written, edited, and published directly from Obsidian. To do this, I break one of my rules listed above — I have a separate vault for my site. I use a static site generator called Jekyll to automatically compile my notes into a website and convert them from Markdown to HTML.

My publishing flow is easy to use, but a bit technical to set up. This is because I like to have full control over every aspect of my site’s layout. If you don’t need full control you might consider Obsidian Publish which is more user-friendly, and what I use for my Minimal documentation site.

For this site, I push notes from Obsidian to a GitHub repo using the Obsidian Git plugin. The notes are then automatically compiled using Jekyll with my web host Netlify. I also use my Permalink Opener plugin to quickly open notes in the browser so I can compare the draft and live versions.

The color palette is Flexoki, which I created for this site. My Jekyll template is not public, but you can get similar results from this template by Maxime Vaillancourt. There are also many alternatives to Jekyll you can use to compile your site such as Quartz, Astro, Eleventy, and Hugo.