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How I record tech notes using the Zettelkasten method thumbnail

How I record tech notes using the Zettelkasten method

Martin Adams·
6 min read

Based on Martin Adams'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 Zettelkasten “slip box” where permanent notes each contain a single idea, are readable in isolation, and link to related notes to maximize discoverability.

Briefing

Tech notes work best when they’re built as an interconnected “slip box” of small, single-idea entries—so new information becomes searchable, reusable, and easy to act on without rereading long documents. The Zettelkasten method behind this approach treats notes as tools for thinking: fleeting observations and learning snippets get transformed into permanent notes that link to related concepts, creating multiple entry points into knowledge. That matters in tech work because the bottleneck is rarely collecting information—it’s finding the right context fast enough to debug, onboard, or make consistent decisions.

The system starts with three layers. Fleeting notes capture one small idea immediately—often from reading, watching, or noticing something during work. Literature notes come from learning sources like books, tutorials, or videos; they preserve context and partial insights while the idea is still forming. Permanent notes are the “processed” layer: each entry should capture a single idea, be understandable on its own, and link to other notes to maximize discoverability. The method also uses index notes as top-level entry points that define topic boundaries—useful when someone new needs a map of where things fit (for example, what “React coding guidelines” include, and what they don’t).

In practice, the notes are tailored to real tech tasks. Coding guidelines are used to standardize team decisions without turning them into one-person diktats. When reviewing pull requests, anti-patterns or inconsistencies become prompts for new notes, which then guide future reviews and help new developers learn the project’s conventions—especially when the team uses a stack like React plus TypeScript. DevOps notes break down complex pipelines and infrastructure concepts (Kubernetes, Docker, Jenkins, Nexus, and more) into linked mini-tutorials so people can understand “what depends on what” without getting lost in top-down documentation. Technical playbooks focus on operational entry points: how to debug an app, how backups work, and what to check first when something breaks.

The workflow emphasizes writing for cold readers. Notes assume someone may not know key terms (like Jenkins) and therefore should include short explanations, mini-tutorial steps, and links that point to the most relevant supporting details—such as where credentials are stored (e.g., a Vault) or how to add an admin user. Each note should cover one key goal; “add user” and “remove user” belong in separate entries so the search path matches the question. The approach also discourages heavy folder hierarchies because tech concepts cut across domains (an S3 backup policy might involve IAM, namespaces, and a specific backup system). Instead, a single searchable list plus strong linking keeps knowledge from getting stranded.

For tooling, the workflow centers on Obsidian (local Markdown notes with double-square-bracket linking) and VS Code for coding-focused work, with optional plugins such as Foam for knowledge mapping. Examples show how coding guidelines become index notes with linked sub-notes, while a DevOps “playbook” project uses topic notes and question-driven entries to guide onboarding and troubleshooting. The setup advice is to start small, document one area you need right now, build organically, and leave placeholders for incomplete notes so the system grows as understanding improves—turning scattered learning into an actionable archive.

Cornell Notes

The Zettelkasten method for tech notes turns scattered ideas into a linked “slip box” where every note is a single, understandable entry point. Fleeting notes capture quick ideas, literature notes preserve context from learning sources, and permanent notes store refined knowledge that links to related concepts for discoverability. Index notes provide top-level topic boundaries so newcomers can navigate quickly instead of reading long manuals. In tech settings, the method is used for coding guidelines, DevOps pipelines, and operational playbooks—each written as mini-tutorials and organized by questions rather than folders. The result is faster onboarding, easier debugging, and more consistent team decisions through shared, searchable knowledge.

What makes a “permanent note” different from a quick capture note in this system?

Permanent notes are the processed layer designed for recall and reuse. Each one should capture a single idea, be understandable on its own (so it doesn’t require rereading surrounding context), and link to other related notes to create discoverability. Fleeting notes are just one small idea recorded for later; literature notes come from learning sources and preserve partial insights while context is fresh. Permanent notes are where those inputs become stable, interconnected knowledge entries.

Why avoid folder-based organization for tech notes?

Folders can force a concept into one “home,” even when real systems span multiple domains. The transcript’s example is credentials and AWS: an S3 bucket backup policy might involve IAM users and security policies, but those topics don’t fit neatly under only “Amazon” or only “backup system.” Heavy foldering breaks discovery because it hides notes behind the wrong mental model. The alternative is a single searchable list plus strong linking, with index notes and back-links guiding navigation.

How do coding guideline notes help a team without becoming personal preference?

Coding guideline notes are created from pull request reviews when an anti-pattern or inconsistency appears. Instead of one person dictating style, the team converges on shared conventions by capturing the rationale as notes. New developers can then discover how the project expects components to be written (e.g., functional components in React rather than class components) and how that convention maps to TypeScript usage—learning by project-specific examples rather than a full separate course.

What does “write for someone coming in cold” look like for DevOps notes?

Notes assume the reader may not know key terms or where they fit in the stack. A DevOps note should include a short definition and context (e.g., what Grafana Loki is and how it composes into a logging stack), then provide the most relevant next steps like installation commands (such as Helm upgrade/install patterns). Linking should connect the concept to where it’s used on the production cluster and to related components (like Prometheus), so the reader can build a mental model quickly.

How are “question notes” used to reduce onboarding friction?

A question folder acts like an FAQ layer. Instead of forcing a newcomer to read through many documents, the system starts from the question they’re likely to have (e.g., “How do I get access to monitoring?”). The question entry then links to the specific notes that contain the detailed steps (such as access control procedures and the desktop client used for password access). This turns “100 questions” into a smaller set of entry points that grow over time.

What tooling choices support this workflow?

Obsidian is used for the note system because it’s a Markdown editor with local storage and convenient interlinking via double-square brackets. Notes can be checked into Git for versioning. VS Code is used for coding and playbook work, with optional plugins (the transcript mentions Foam) that can bring knowledge-mapping features similar to Obsidian. The key is choosing tools that make linking and editing fast for ongoing documentation.

Review Questions

  1. How do fleeting notes, literature notes, and permanent notes each contribute to building a searchable knowledge system?
  2. What criteria should a tech note meet to remain useful when someone reads it without prior context?
  3. Why does the method separate “add user” from “remove user” into different notes, and how does that improve retrieval?

Key Points

  1. 1

    Build a Zettelkasten “slip box” where permanent notes each contain a single idea, are readable in isolation, and link to related notes to maximize discoverability.

  2. 2

    Capture ideas quickly as fleeting notes, preserve context as literature notes, then convert them into permanent notes through linking and refinement.

  3. 3

    Use index notes as topic entry points to define boundaries and help newcomers navigate quickly without reading long documents.

  4. 4

    Write tech notes for cold readers: include short context, mini-tutorial steps, and links to the most relevant supporting details (like where credentials are stored).

  5. 5

    Avoid folder hierarchies when concepts span domains; rely on a single searchable list plus strong linking and back-links.

  6. 6

    Keep notes goal-focused (one key task per note) and phrase entry points as questions so the search path matches real troubleshooting and onboarding needs.

  7. 7

    Start small and grow organically: document the next useful slice, leave placeholders for incomplete notes, and let the system expand as understanding improves.

Highlights

Permanent notes are designed to be understood on their own and connected through links, turning scattered learning into an entry-point network.
Coding guideline notes are generated from pull request reviews to build team consensus rather than enforcing one person’s preferences.
DevOps playbooks work as question-driven maps—so newcomers can find “what to do next” without rereading outdated wiki-style documents.
Folder structures often fail for cross-cutting tech concepts; linking and search outperform rigid categorization.
Obsidian plus local Markdown (with Git-friendly storage) supports fast interlinking, while VS Code can handle playbook and code-adjacent documentation.

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