My FULL Obsidian Zettelkasten Workflow in 10 minutes

FromSergio
24 Aug 202310:18

Summary

TLDRThis video script introduces the concept of 'smart notes' as a method for effective note-taking and knowledge management. It outlines the process of transforming fleeting thoughts into reference and literature notes, which are then synthesized into permanent notes that form the basis for idea generation and content creation. The script highlights the use of modern tools like Obsidian for managing and linking notes, emphasizing the importance of summarization and personal interpretation of information. It also touches on the benefits of this system for improving thinking, speaking, and writing skills, and mentions a sponsor, Brilliant.org, for interactive learning in math, data science, and computer science.

Takeaways

  • 📝 The importance of transforming passive note-taking into active 'smart notes' that generate ideas and become increasingly valuable over time.
  • 🔄 Utilizing the Zettelkasten method, adapted for modern tools like Obsidian, to create a system for note-taking and idea generation.
  • 🌟 The three types of notes: fleeting notes (quick captures), reference notes (direct quotes from sources), and permanent notes (distilled concepts).
  • 📚 Reference notes store exact quotes from literature to be used for writing literature notes, which are personal interpretations of the author's thoughts.
  • 📃 Literature notes are written in one's own words, summarizing insights from reference notes and allowing for better personal understanding.
  • 🔗 Linking notes within the system facilitates easy navigation and connection of ideas, making the note-taking process more dynamic and interactive.
  • 💡 The process of summarizing and creating literature notes encourages deeper thinking and retention of information, as opposed to just highlighting or copying.
  • 📈 Atomic, concise, and understandable permanent notes form the backbone of the Zettelkasten system, allowing for easy integration and understanding of concepts.
  • 🔗 Permanent notes should be interconnected, contributing to the overall knowledge base and enabling the creation of more complex works.
  • 📝 The ultimate goal of this system is not only personal learning and growth but also the potential to create publishable works from the synthesized knowledge.
  • 🚀 The benefits of this method extend beyond just note-taking, improving overall thinking, articulating, and writing skills, which are valuable in any field.

Q & A

  • What is the main difference between smart notes and passive note-taking?

    -Smart notes involve actively engaging with the material and creating your own content, whereas passive note-taking involves copying or highlighting interesting information without further processing or analysis.

  • What is the purpose of reference notes?

    -Reference notes are used to capture someone else's thoughts, typically direct quotes from books, academic papers, or articles, to help in writing literature notes and building your knowledge base.

  • How does the speaker use Readwise to manage reference notes?

    -The speaker uses Readwise to import highlights from books and articles into Obsidian, creating a Readwise folder in their Vault to store all reference notes from various sources.

  • What is the significance of literature notes?

    -Literature notes are your own interpretation of an author's thoughts, written in your own words. They help you internalize and understand the material better, leading to more effective learning and knowledge retention.

  • Why does the speaker prefer to keep separate files for reference notes and literature notes?

    -Keeping separate files allows the speaker to be less selective when highlighting, read more freely, and focus on the text itself without worrying about whether something should be highlighted or not. It also helps in organizing and reviewing the most relevant information more efficiently.

  • How does the speaker ensure that their literature notes are effective?

    -The speaker ensures effectiveness by summarizing the main ideas, writing down their personal takeaways, and being extremely selective about what goes into the literature notes. They also link to the exact location of highlights for easy reference and future review.

  • What is the role of permanent notes in the zettelkasten system?

    -Permanent notes are atomic, standalone concepts and ideas that are independent of their original context. They are derived from literature notes and multiple sources, and they form the basis for creating content and generating new ideas.

  • How does the speaker decide what to include in a permanent note?

    -The speaker includes in a permanent note concepts that have been linked to from multiple literature notes, indicating that the idea is significant and has been thought about from various perspectives. This ensures that the permanent note is comprehensive and well-informed.

  • What are some benefits of using the zettelkasten method for note-taking and learning?

    -Benefits include improved thinking and articulation skills, better insights and connections over time, and the ability to generate content and ideas exponentially as the system grows.

  • How does the speaker's use of Obsidian enhance their zettelkasten workflow?

    -Obsidian allows the speaker to easily link notes, create a network of interconnected ideas, and build a knowledge base that is easily accessible and organized. The ability to link and cross-reference notes is crucial for the zettelkasten method.

  • What is the final step in the zettelkasten process according to the speaker?

    -The final step is to use the content from multiple permanent notes to write published work, such as academic papers, books, or articles, sharing the knowledge and insights gained from the system with a wider audience.

Outlines

00:00

📚 Smart Notes for Lasting Knowledge

The first paragraph introduces the concept of smart notes, which are not just passive copies of information but actively created thoughts that become your own. The speaker shares their workflow based on the Zettelkasten method, adapted for modern tools like Obsidian. The paragraph emphasizes the importance of moving beyond just capturing highlights to creating reference notes and literature notes for deeper understanding and knowledge retention.

05:01

🔗 Linking Ideas with Literature Notes

This section delves into the process of creating literature notes, which are personal interpretations of reference notes. The author discusses the use of tools like Readwise to import highlights into Obsidian and the rationale for keeping separate reference and literature notes. The benefits of summarizing and linking ideas are highlighted, as well as the importance of being selective with highlights to maintain the value of literature notes.

10:01

💡 Generating Insights with Permanent Notes

The third paragraph focuses on permanent notes, which are independent concepts and ideas. The speaker illustrates how multiple literature notes can link to a single permanent note, which is only written when there's enough content to form a cohesive idea. The process of writing permanent notes is discussed, emphasizing their atomic nature, conciseness, and understandability. The paragraph concludes with the potential of using these notes for content creation and the benefits of this method for improving thinking, speaking, and writing skills.

📝 Capturing Ideas for Later Processing

The final paragraph briefly mentions a separate video where the speaker discusses how they capture ideas and thoughts for later processing in Obsidian. It serves as a teaser for additional content that provides further insight into the speaker's note-taking and knowledge management system.

Mindmap

Keywords

💡Smart Notes

Smart Notes refer to a system of note-taking that goes beyond passive copying or highlighting. It involves actively engaging with the material, creating notes that are uniquely yours, and linking them to form a network of ideas. In the video, smart notes are contrasted with traditional note-taking methods, emphasizing their ability to generate ideas and serve as a foundation for a knowledge management system.

💡Zettelkasten

Zettelkasten is a German term that translates to 'box of index cards' and refers to a method of note-taking and knowledge organization. The concept was created in the 1950s and has been adapted for use with modern tools. It emphasizes the creation of permanent notes that are interconnected, allowing for the easy retrieval and synthesis of information. In the video, the methodology behind Zettelkasten is discussed as the basis for the speaker's note-taking workflow.

💡Obsidian

Obsidian is a modern tool used for note-taking, knowledge management, and idea generation. It allows users to create, link, and organize notes in a digital environment. In the context of the video, Obsidian is highlighted as the tool the speaker has been using for nearly three years to manage their Zettelkasten system, although they acknowledge that other tools can be used as well.

💡Reference Notes

Reference Notes are direct quotes taken from someone else's work, used to capture and store information from books, academic papers, articles, and other sources. They serve as a raw material for further processing and are distinct from personal interpretations or summaries. In the video, the speaker explains the importance of reference notes in the note-taking process and how they are used to create literature notes.

💡Literature Notes

Literature Notes are personal interpretations or summaries of reference notes, written in the note-taker's own words. They represent the individual's understanding and insights gained from the original material. The video emphasizes the value of creating literature notes to internalize and reflect on the information, which is a critical step in the Zettelkasten method.

💡Permanent Notes

Permanent Notes are original ideas or concepts that are independent of their original context. They are derived from literature notes and are meant to be part of a larger, interconnected system of knowledge. In the video, the speaker describes how permanent notes are created from multiple literature notes that link to a common theme or idea, and how they form the basis for future content creation.

💡Linking

Linking is the process of creating connections between notes, which is central to the Zettelkasten method. It allows for the association of ideas, concepts, and information across different sources, facilitating the retrieval of knowledge and the generation of new insights. In the video, the speaker explains how linking is used to relate reference notes to literature notes and to build a network of permanent notes.

💡Idea Generation

Idea Generation is the process of creating new ideas or concepts by combining existing knowledge in novel ways. In the context of the video, it is a key benefit of the smart notes system, where the interconnected network of notes leads to the emergence of new ideas and insights. The speaker emphasizes that this system turns notes into a powerful tool for generating content and fostering creativity.

💡Content Creation

Content Creation refers to the process of producing original written, visual, or audio material. In the video, it is presented as a final step in the note-taking process, where the accumulated knowledge and ideas from permanent notes are used to write published works such as academic papers, books, or articles. The speaker highlights the potential of the Zettelkasten system to support content creation by providing a rich source of interconnected ideas.

💡Brilliant.org

Brilliant.org is an online learning platform that offers interactive courses in math, data science, and computer science. It is mentioned in the video as a sponsor and is described as a resource for learning these subjects in an interactive way, tailored to individual needs, and at one's own pace. The platform is used as an analogy to the smart notes system, emphasizing the value of active learning and the development of skills over time.

Highlights

The video introduces the concept of smart notes, emphasizing that they are not just passive copies or highlights but active creations that generate ideas.

Smart notes exponentially increase the usefulness of your note-taking system, turning it into an idea generation machine.

The video discusses the methodology behind Zettelkasten, which was created in the 1950s, and how it has been adapted for modern tools.

The speaker uses Obsidian as a tool for managing smart notes, but acknowledges that other tools can be used as long as they support linking between notes.

Reference notes are direct quotes from someone else's work, captured to aid in writing literature notes.

The speaker uses Readwise to import reference notes from various sources into Obsidian.

Literature notes are personal interpretations of reference notes, written in the note-taker's own words.

The process of summarizing and writing what you got from a source forces you to think deeply about the material.

Permanent notes are concepts and ideas independent of their original context, meant to be atomic and concise.

Multiple literature notes can link to a single permanent note, which helps in creating a comprehensive understanding of a topic.

The video highlights the importance of learning by doing, which is a core principle of the sponsor, Brilliant.org.

Brilliant.org offers interactive learning in math, data science, and computer science, tailoring content to individual needs.

The video emphasizes that the process of making smart notes leads to better thinking, speaking, and writing skills.

The speaker encourages the audience to explore the method of capturing ideas and thoughts for later processing in Obsidian, as shown in a separate video.

Transcripts

play00:00

if you want to make notes that last a

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lifetime notes to help you think and

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even create content then this video is

play00:05

for you because most people just take

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notes they passively copy or highlight

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whatever they find interesting and call

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it a day but when you make smart notes

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you're creating something it's no longer

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someone else's thoughts it's your own

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and as you make more and more smart

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notes your system becomes exponentially

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more useful to the point that it becomes

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an idea generation machine this is what

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makes Smart notes smart and I'm going to

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go over my entire workflow which is

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based on this little casting system but

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the methodology behind zettel castan

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which was created in 1950s is a bit

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old-fashioned after all it's not like

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people back then had access to the same

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tools that we have today so while the ID

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is the same the execution has been

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shaped by the capabilities of modern

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tools one of such tools is Obsidian

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which I've been using for nearly three

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years but if you use something else

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that's fine as long as you can link to

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different notes also bear in mind that

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this is just the way I do it it's not

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the only way and it might not even be

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the best way because the best way is

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whatever works for you and lastly I'm

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going to mention a lot of fancy

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terminology that may sound intimidating

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at first but once you understand it

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you'll see that it's actually very

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simple alright so first up we have

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fleeting notes these are notes to

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quickly capture what's on your mind and

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they're meant to be deleted I'm not

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going to spend any time on this as I

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don't use proper fleeting notes I think

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of them more as to do's and I've made a

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separate video on how I capture my ideas

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and thoughts which you can find right

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here in this video I'm Only focusing on

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reference literature and permanent notes

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and each of them has its own individual

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chapter and let's start with reference

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notes these are meant to capture someone

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else's thoughts so if you read a book an

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academic paper an article whatever it

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may be and you highlight stuff those

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highlights are your reference notes

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these notes should only have direct

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quotes of someone else's work and not

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your own the whole point of having

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reference notes is to help us in writing

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literature notes which we'll get to in

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the next chapter there's a lot of

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different ways to get reference notes

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into obsidian I personally use read wise

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so in my Vault there's a readwise folder

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which contains all of of my reference

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notes from all this stuff I've captured

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read wise is great but it isn't free and

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if you want double the free trial to see

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if you really use it you can use my link

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in the description and if you want a

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free alternative I recommend looking

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into zotero or you can always do it

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yourself and most people stop here they

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don't go any further they see stuff they

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like they capture it in their app of

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choice and that's it they see this next

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step as a waste of time but really the

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true waste of time is stopping here

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because you've consumed a bunch of stuff

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and you're not doing anything with it

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you're just archiving it and before you

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know it you'll have hundreds of

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highlights that you'll never see again

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if you want to actually build knowledge

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and stuff that lasts we need to continue

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to The Next Step which are literature

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notes a literature note is a note you

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make in your own words about a reference

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note it's your own interpretation of the

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author's thoughts it's what you

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personally got out of it there's no

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right or wrong way to write these as

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long as it's in your own words let's

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take this book here as an example I read

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it on my Kindle I took my highlights and

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through read wise those highlights were

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exported to obsidian and I can find it

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here in My Vault Under the device folder

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that's my reference note I then created

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a new note which is this one right here

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where I summarized the book and I wrote

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down what I got out of it that's the

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literature note over here on the top you

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can see I have a literature tag and I

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also have a medium here because I also

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take literature notes on academic papers

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articles and so on now you might be

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thinking why not just keep one note as

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opposed to keeping a reference and a

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literature note and sure you can do that

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but I prefer to keep two different files

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because while all the highlights I take

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make it to obsidian I try to put only

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the most relevant ones in the literature

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note the fact that I keep two different

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files gives me permission to not be so

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selective with what to highlight it lets

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me read more freely and really focus on

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the text itself instead of spending time

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thinking like should this really be

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highlighted or maybe I should have

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highlighted that end up sitting makes it

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really easy to Simply link the exact

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location of a highlight so in here you

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see that I'm linking to not only this

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note but this exact highlight so if I go

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on it it's going to take me right there

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and when I'm writing the little future

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note I normally open up the reference

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note on one side and the original note I

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want to write on the other the simple

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Act of summarizing a book and writing

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down what you got out of it may seem

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pointless and even a waste of time but

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in my opinion not doing it is what is a

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true waste of time taking notes

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highlighting Etc takes no thinking at

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all it's the act of summarizing and

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writing what you got out of it that

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really makes you think about what you

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read and Simply Having the predefined

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headers of summary and my takeaways

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forces me to think because I can't just

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leave them empty and then down here I

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have a list of all the chapters in the

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book and as you can see the majority

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were left empty but that doesn't mean

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that they were a waste of time or that I

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got nothing out of it in fact I even

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took highlights on those chapters but

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I'm extremely selective on what goes in

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the literature notes this goes back to

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what I said earlier about the benefits

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of separating a reference and a

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literature note and in the case of this

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book these were my thoughts on what I

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thought truly mattered and if I want to

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look at what the author said I can just

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click on any of these references and

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it's going to take me to the author's

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exact quote and if I want to re-read

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that exact part of the book I can just

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see what chapter it was and reread just

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that chapter so depending on the medium

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this will either be chapters Pages or

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even timestamps I don't like to impose

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strict rules on myself but I do try to

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keep the literature note as short as

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possible because that's what's hard it's

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the same thought process as when I plan

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out my YouTube videos doing a 30 minute

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video is easy what's hard is turning

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that 30 minute video into 10 or 15

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minutes without losing anything of value

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and the same applies here I want to say

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the most that I can in the least amount

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of words and more often than not as I

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make my literature notes on a book it

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usually leads me to think of one or more

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ideas and I don't have to act on them

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right away I can just link them that's

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all it takes in fact I often don't act

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on an idea until I find that I have

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multiple notes pointing to it which

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means that I'm almost never starting

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from scratch and this usually marks the

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starting point for a permanent note

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which we'll get to in the next chapter

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and even if you do nothing else and stop

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here you're doing way more than the vast

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majority of people because you're

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learning by doing which is exactly what

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play06:01

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comes the permanent notes these notes

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are fully hours they're not reference

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notes as that's someone else's thoughts

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and they're not literature notes as

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that's our interpretation of someone

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else's thoughts permanent notes are

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Concepts and ideas independent of their

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original context let's take a look at an

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example and go back back to the

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literature note for this book right here

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if I scroll down here there was a part

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where the author talked about the

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multitasking myth which basically says

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that multitasking doesn't work and when

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we think we're multitasking we're

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actually switching between two tasks

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really quickly and every time we switch

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there's a switch cost and this is

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something I agree with and I have my own

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thoughts about it so it prompted me to

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make a permanent note on it at the time

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I created the link but I didn't write

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the permanent notes I just linked it as

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I read it could soon more content I made

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literature notes on Atomic Habits by

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James clear and Flow by mihali those

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three literature notes both ended up

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linking to multitasking so later once I

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saw that there were multiple links to

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that empty note I started writing it and

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I already had so much to write about

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because I had already thought and

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written about it before this is why it's

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commonly said that in the goods at all

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casting system you never start from

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scratch as your Vault grows you'll see

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clusters forming in your graph View and

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some of these clusters will likely be

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around notes you haven't even written

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yet but when you have multiple notes all

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point pointing to one single link it

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becomes virtually impossible to not take

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action and write a permanent note about

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it because half of it is already written

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for you you just need to put the pieces

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together alright so how do you write a

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permanent note and again there's no

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right or wrong way to do it but I do

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follow some guidelines the first is that

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they should be Atomic which means one

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note one idea secondly there should be a

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short and concise as possible I make it

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so I don't have to scroll down to see

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the full note because generally speaking

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if I need to scroll to see the full note

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I mean it not being clear enough or I'm

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covering more than one idea and lastly

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it should be easy to understand by

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anyone even if it pulls information from

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two or three different literature nodes

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someone with just basic knowledge of the

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topic at hand should be able to

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understand it as sunk has said in the

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book permanent notes are directed

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towards an audience ignorant of the

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thoughts behind the text and unaware of

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the original context only equipped with

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the general knowledge of the field

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lastly I do my best to have at least one

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Link in each permanent note this of

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course isn't possible when you're just

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starting but it's something to keep in

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mind as your Vault grows because that's

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what adds real value to our system it's

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what turns it into a Content creation

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machine all right so is there more to

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this is this the end goal and for me at

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this point in time yeah it ends here but

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for a lot of people it doesn't because

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there's one final step in the process

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and that is to write published work

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that's when you take the content from

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multiple permanent notes to write

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published work whether that's an

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academic paper a book Etc the same

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permanent note can and likely will help

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in creating several different published

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pieces but for now my journey ends here

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so the last question that is probably on

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your mind right now is why bother with

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any of this if you don't want to have

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published work and there's so many

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benefits to doing this your notes and

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thoughts will compound over time giving

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you insights and connections you

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wouldn't find otherwise you'll become a

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better thinker which turns you into a

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better speaker because you're able to

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better articulate your thoughts and no

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matter what you do or plan to do being a

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good writer will probably help it the

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one thing I thought in this video was

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how I capture my ideas and thoughts so

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that I can later process them in

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obsidian and you can find that in this

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video right here so I'll see you there

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Related Tags
Note-TakingZettelkastenObsidianReadingLiteratureResearchProductivityKnowledge-ManagementContent-Creation