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Take Permanent Notes in Obsidian

Joshua Duffney·
5 min read

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

TL;DR

Permanent notes must be rewritten as independent, reusable insights rather than stored copies of source passages.

Briefing

Permanent notes succeed—or fail—based on one requirement: they must be the product of the writer’s own thinking, not a copy of what was read. Unlike literature notes, which can follow recognizable templates and “prescribed ways” of recording, permanent notes (often called slip box notes, Zettels, or evergreen notes) need a structure that comes from process rather than format. That process is elaboration: expanding an idea and connecting it to other ideas until new relationships emerge. Elaboration only works when the idea is abstracted out of its original text—stripped of the supporting context that made sense in the book, but would clutter the note later.

Abstraction is what makes a note “atomic,” a term tied to smart notes and the “little castle” method. An atomic note is permanently understood: it can be rewritten in the author’s own words and still make sense to someone else independently of the original arguments, evidence, or connected ideas. That independence is what makes the note malleable—capable of being linked, discussed, and used to build arguments, narratives, or chains of reasoning inside a larger knowledge system.

The workflow described starts with batching. Instead of converting notes immediately as they’re taken, the approach is to accumulate a backlog of literature notes, then process them later in a focused session. The rationale is practical: after fully consuming a book, the reader has a better sense of how the knowledge should be organized, and the translation from literature notes to permanent notes becomes more coherent. This mirrors a method attributed to Niklas Luhmann’s “slip box” tradition (referenced indirectly through the “Aluminum himself” phrasing), where literature notes are collected first and only later transformed.

In Obsidian, the conversion is demonstrated as a hands-on editing loop. The writer highlights the relevant passage in a literature note using Obsidian’s “double equal sign” markup, then creates a new permanent note (often from a placeholder) in a separate panel. The permanent note is drafted by elaborating on the highlighted idea in the context of the book, then abstracting it into an atomic statement—such as reframing “writing” as a process of abstracting ideas from original context so they become generally usable.

To keep the system navigable, the workflow adds cross-references. The permanent note includes a link back to the source literature note and often records a page number so the author can trace the origin without repeatedly “ping-ponging” between notes. Obsidian supports this through aliases and backlinks: typing a link creates an alias that opens the permanent note, while backlinks allow the literature note to show which permanent notes depend on it. The result is a growing network where notes connect like a lattice.

Finally, not every fleeting or literature note becomes permanent. Time and judgment matter. In the example, three permanent notes are created, and an additional literature note is added when an earlier one failed to expand into the intended permanent insight—reinforcing the idea that permanent notes are selected and refined, not generated indiscriminately. The next step after building these notes is adding them into the slip box to form the knowledge base’s structure.

Cornell Notes

Permanent notes need to be atomic—rewritten in the author’s own words so they remain understandable without the original book’s supporting context. That “atomicness” comes from elaboration (expanding and connecting ideas) plus abstraction (generalizing an idea so it no longer depends on its source). The workflow favors batching: collect literature notes while reading, then convert them later once the book’s overall structure is clear. In Obsidian, the process includes highlighting relevant text, creating a new permanent note, and linking back to the literature note (often with page numbers) using aliases or backlinks. Not every note deserves conversion; only those that mature into independent, reusable insights should become permanent.

Why can’t permanent notes rely on templates the way literature notes often do?

Literature notes can be captured with more standardized formats because they mainly record source material. Permanent notes don’t have a single prescribed structure; their “structure” comes from the thinking process behind them—elaboration and abstraction—so the note’s form must reflect the author’s own generalized understanding rather than the source’s framing.

What does “elaboration” mean in this workflow, and why does it matter?

Elaboration means expanding an idea and connecting it to other ideas until new relationships form. The goal isn’t just to restate the original passage; it’s to grow the idea so it can participate in later discussions, arguments, or narratives inside the knowledge base.

How does “abstraction” make a note usable beyond its original context?

Abstraction removes the idea from the specific supporting context of the original text. Once generalized, the idea no longer needs the book’s evidence or connected arguments to make sense. That independence is what allows the note to be linked and recombined with other notes.

What makes a permanent note “atomic,” and how does that enable reuse?

An atomic note is permanently understood: it can be rewritten so someone else can understand it without relying on the original arguments or connected ideas. Because it stands on its own, it becomes malleable—easy to link to other atomic ideas and use as building blocks for new reasoning.

Why does the workflow recommend batching literature notes before converting them?

Converting immediately can lead to fragmented organization. By waiting until the end of a book, the reader has a better sense of the book’s overall structure and can translate literature notes into permanent notes more coherently. The process becomes a focused translation phase rather than constant interruption.

How are links and backlinks used to connect literature notes and permanent notes in Obsidian?

The workflow adds cross-references both ways. A permanent note can include a link back to the literature note (often with a page number) so the author can trace origins without repeatedly switching notes. Alternatively, backlinks let the literature note display which permanent notes reference it. Obsidian also supports aliases via link syntax, so clicking a linked alias opens the corresponding permanent note.

Review Questions

  1. What combination of processes produces an “atomic” permanent note, and what problem does each process solve?
  2. How does batching literature notes change the quality of permanent notes compared with converting them immediately?
  3. In Obsidian, what are two different ways to connect a permanent note to its originating literature note, and what does each connection help you do?

Key Points

  1. 1

    Permanent notes must be rewritten as independent, reusable insights rather than stored copies of source passages.

  2. 2

    Elaboration expands and connects ideas so new relationships emerge, but it only works when the idea is generalized.

  3. 3

    Abstraction removes an idea from its original supporting context, making it generally usable.

  4. 4

    Atomic notes stay understandable without the original arguments, which makes them easy to link and recombine into new reasoning.

  5. 5

    Batching—collecting literature notes first, then converting later—improves organization because the book’s structure is clearer.

  6. 6

    Obsidian linking (aliases and backlinks) plus page numbers helps trace sources without constant back-and-forth.

  7. 7

    Not every literature or fleeting note becomes permanent; only notes that mature into independent insights should be converted.

Highlights

Atomic permanent notes are permanently understood: they make sense without the original book’s supporting context.
Elaboration plus abstraction turns source-specific ideas into general building blocks for arguments and narratives.
Batching conversions after finishing a book improves organization because the overall structure is known.
Obsidian cross-references (links, aliases, backlinks) create a navigable lattice between literature and permanent notes.
Permanent notes are selected, not generated—time and judgment determine what becomes “permanent.”