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1.  Zettelkasten for INTERMEDIATE users of Obsidian thumbnail

1. Zettelkasten for INTERMEDIATE users of Obsidian

FP·
5 min read

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

TL;DR

Build a lightweight system early, then refine it through use; a perfect PKM design can’t be achieved before practice.

Briefing

Intermediate Obsidian users are urged to build a question-driven system that links specific questions to the notes that help answer them—so ideas don’t dissolve into a chaotic “dumping ground.” The core claim is that starting with writing alone tends to create either elaborate, counterproductive organization or overwhelming clutter. A better path is to begin with a lightweight system from day one, then refine it through real use and trial and error.

The argument starts with a practical tension: waiting to design the “perfect” note-taking structure often delays writing long enough that nothing gets produced. Yet having no structure at all can lead to overwhelm every time the Vault is opened. The recommended middle ground is to treat the system as something learned in practice, not something designed in theory. Photographer and Obsidian user Nick Zeit is cited to emphasize that a PKM system can’t be perfected before it’s used; early attempts will be wrong, but iteration is the point.

At the center of that system is a method for linking questions to notes. Questions are framed as the engine of learning: Harvard Business School professor C. Roland Christensen is quoted on how questions initiate learning and intellectual growth, while philosopher John Dewey is used to argue that a question sets an “end” that channels thought toward a resolution. In this view, questions reduce scattered thinking by giving the mind a defined target—making it less likely that Obsidian becomes a passive archive that encourages the “collector’s fallacy,” the belief that accumulating more information automatically increases knowledge.

To make this concrete, the creator’s Vault uses “claim pages.” Each claim page is a file containing an assertion—often grounded in a source such as a book, article, video, or podcast—and is organized with front matter (YAML) plus reminders and tags. A key workflow feature is automation: clicking a button prompts for a title, then creates the claim page, opens it immediately for writing, and files it automatically into the “claim Pages” folder.

Inside each claim page, the “idea” section captures the claim in the creator’s own words, sometimes including quotations. The approach is influenced by an “old school analog zettelkasten” practice: claim pages can function as digital backups of analog note cards, but quotations may be omitted to preserve the habit of writing in one’s own language and to avoid the time cost of typing long passages. Under “relevance,” the page uses queries to pull in additional supporting passages from elsewhere in the Vault.

The workflow for adding support is also designed to minimize context switching. Instead of opening a claim page every time a relevant quote appears, users can tag a passage on a separate “book page” with a link to the claim page and a relevance level (high/medium/low). Queries then surface those linked passages automatically in the claim page’s relevance section. The result is a system that keeps attention on thinking and writing, while the Vault handles retrieval and organization in the background.

The episode also teases future videos: one on building and using the relevance queries, another on creating the button-based file creation system. Links are provided to instructions on setting up questions and to a Danny Hatcher video for button creation inspiration.

Cornell Notes

The system centers on asking targeted questions and tying them to the notes that help answer them. Questions are treated as the “end” that channels thinking, preventing Obsidian from turning into a mere archive that fuels the collector’s fallacy. To operationalize this, the Vault uses “claim pages,” each containing an assertion plus a “relevance” section populated automatically by queries. When a user finds a supporting passage on a book page, they link it to the relevant claim page and assign a relevance level (high/medium/low). This setup reduces context switching and keeps the writer focused on developing ideas rather than constantly hunting for sources.

Why are questions positioned as the core of learning and idea development in this system?

Questions are framed as the entry point to discovery and intellectual growth. C. Roland Christensen is cited for the idea that questions initiate learning, while John Dewey is used to argue that a question to be answered creates an “end” that holds the flow of ideas to a definite channel. Practically, that means specific questions reduce scattered thinking and make it easier to stay directed when writing.

What problem does the system try to prevent when using Obsidian?

It targets two failure modes: (1) overbuilding elaborate organization before writing, which delays output, and (2) having no system, which leads to overwhelm. It also aims to avoid the collector’s fallacy—collecting more information without converting it into knowledge—by forcing information to connect to specific questions and claims.

What is a “claim page,” and what goes into it?

A claim page is a file built around an assertion (often based on a source like a book, article, video, or podcast). It includes YAML front matter for automatically added metadata, reminders for how to write that type of note, an “idea” section where the claim is written in the user’s own words (sometimes with quotations), and a “relevance” section that aggregates supporting passages via queries.

How does the system automate creating claim pages?

A button-driven workflow prompts the user to enter a title. After the title is submitted, three things happen: the claim page file is created, it opens immediately in a separate pane for fast drafting, and it is automatically filed into the “claim Pages” folder in the Vault. The automation is meant to reduce friction so writing starts right away.

How do “relevance” queries reduce context switching?

Supporting passages live elsewhere (e.g., on book pages). When a relevant quote is found, it’s linked to the appropriate claim page and labeled with relevance (high/medium/low). Queries on the claim page then pull those linked passages into the claim’s “relevance” section automatically. That way, the user doesn’t have to open the claim page repeatedly just to add citations.

Why might quotations be included—or intentionally avoided—on claim pages?

Quotations may be included when they help capture the source accurately, but the system also encourages writing in one’s own words. The approach is influenced by an analog zettelkasten practice: analog cards may omit quotations to maintain the habit of rewriting, and typing long quotes digitally can be slower. Even when quotations aren’t included, the user expects to encounter other relevant passages later and can add them through the relevance workflow.

Review Questions

  1. How does linking questions to notes change the way a Vault is used compared with simply collecting information?
  2. Describe the end-to-end workflow from finding a quote on a book page to having it appear in a claim page’s relevance section.
  3. What role do automation and queries play in reducing friction and context switching during writing?

Key Points

  1. 1

    Build a lightweight system early, then refine it through use; a perfect PKM design can’t be achieved before practice.

  2. 2

    Anchor note-taking around specific questions so ideas stay directed rather than scattered.

  3. 3

    Use “claim pages” to turn source-based assertions into structured writing units.

  4. 4

    Automate claim-page creation with buttons so drafting starts immediately and files are filed correctly.

  5. 5

    Use relevance queries to aggregate supporting passages automatically, avoiding repeated context switching.

  6. 6

    Link supporting passages from book pages to claim pages with relevance levels (high/medium/low) to prioritize evidence.

  7. 7

    Treat quotations as optional tools—sometimes rewriting in one’s own words is faster and better for learning.

Highlights

Questions are treated as the mechanism that channels thinking toward an “end,” reducing scattered ideas and discouraging passive collecting.
Claim pages combine an assertion with an automatically populated relevance section, turning research into structured claims.
A link-and-relevance workflow lets supporting quotes appear in the right place without repeatedly opening the claim page.
Button-driven automation creates, opens, and files new claim pages in one step to keep writing momentum.
The system is explicitly iterative: early attempts will be imperfect, and improvement comes from execution, not planning.

Topics

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