Obsidian
- 2024–09–19 Paris Itinerary
- 2024–09–19 Flight OPO-PAR-OPO
There are a lot of configuration options in the new #Obsidian Web Clipper. And I love it! For example, I set it to create the clipped note with the properties I always use. But there are many other options, such as choosing between creating a new note or adding to a specific position in an existing note. Anyway, it’s going to take me some time to test everything and then make a video about it.
The inspiration behind the Timeline System
A brief history of the pitfalls and struggles that ended up leading me to create the Timeline System. And how Evernote helped me twice.
Years ago, when I worked for big corporations, I quickly realized how much of a problem it was not to have a good system for organizing information and keeping up with activities.
After trying many existing options, it became clear to me that they often felt rigid and unnatural, forcing users to adapt to the system rather than the other way around.
The closest I got to something that would work in a more intentional way was Agile, which I studied for many years. I ended up adapting some of its core concepts to Kanban boards, which I still use to help companies. But it is far from ideal for managing life. Anyway, this learning experience led me to Kaizen, which also heavily influenced the way I see mindful work.
On how tidying up my mess is inspiring me to create delightful memories on Obsidian.
One important element of my Timeline System is what I call the Containers of Information, which can be created using any grouping feature, even tags. However, I typically opt for folders, such as in the case of Obsidian and Supernote, or Notebooks, when utilizing the system on Evernote.
One of the Containers is the Timeline, which may initially appear to be an archive, but in reality it is a dynamic part of the system that also serves as a temporary storage space.
The others, known as Action Containers, are where I keep notes about activities in progress. When an activity is completed, the note is moved to the Timeline. But since information kept there, may need to be accessed or used again in the future, it has to be easy to find.
Since there is a book explaining the system coming soon, I am not going into further details about it in this post. I just wanted to give you a brief overview of how I use the Containers to convey a sense of doing or being done. My goal today is to tell you what the videos “Preparing Obsidian to Set Up My Timeline System” are about.
Preparing Obsidian for the Timeline System
When I start using a new device or app, I often don’t spend much time organizing things. My main focus is to learn how the information I’m saving there can benefit from some of the features I’m still figuring out how to use.
However, one thing I usually do is set up Containers, as they provide a dedicated space to intuitively save all the notes and files related to a specific ongoing topic. And that’s what I did when I started using Obsidian.
When the moment came to implement my Timeline System, I had to first figure out a categorization scheme that would allow me to find all information moved to the Timeline Container. I’m not 100% there yet, but it’s already good enough, and I started moving several notes, as shown in yesterday’s video. In other words, I’m currently tidying up the mess I left behind.
As I said in the video, I am now focusing on the Trips folder. But before I talk about that, here’s how I first organized my trips on Obsidian.
As you can see, I created a hierarchy of folders, which, by the way, is something I really don’t like. But it’s quick, and it gets the job done.
My goal now is to dismantle all that by moving PDFs and other files to the Files folder, explained in the first video of this series. Regarding the Itinerary note, which contains all the trip information and links to the files, it will be moved to the Timeline.
However, the first step is to date everything, including YYYY-MM-DD in each note’s title. I also explained the reason for this in that first video:
The Itinerary note also has the word “Itinerary” in the “type” property, and all the tags and geolocation coordinates to make it appear in the Map View plugin. By the way, I’m very excited about how cool that map will be when all of my relevant memories become a dot there.
With all that done, I can start removing all files from the Trips folder, leaving only my next trips there. In other words, it will be converted into an Action Container. Meaning that whatever is inside is in progress. The final touch was to create the search below and save it as a bookmark to easily filter all my old Itinerary notes.
[type:Itinerary]
To learn how to create a search like the one above and to better visualize all the explanations in this article, please watch the video below.
Before I go, there’s actually one more thing. Remember my Photos folder? I came up with the idea of using it to save some precious photos from each trip and drag them to the correct position in the Itinerary note. And the same works for blog posts. I’m also dragging the ones I wrote while on a trip, creating this captivating snapshot of the entire journey.
And it doesn’t stop there. Anything in the Timeline related to the trip is also being added to the Itinerary notes, creating a mini journal inside a larger journal: the Timeline. I’m so overjoyed with it that I’ll definitely produce a video to show you how it works and how to build something like this.
From just a few days ago, when I recorded yesterday’s video about the changes I’m making on Obsidian, to today, my setup remodeling has already evolved significantly. My Maker Dashboard, for example, has been greatly improved.
Remember that I said in the video that I am always trying to find ways to make things have multiple purposes? The logos inside each Canvas group in the image below are there to help me quickly navigate to a specific topic, but they are also resources I can use on my video thumbnails.
I have a “Logos” folder in my Obsidian, and that folder is also a shortcut on my Mac Finder. However, it is not the only one. Many other Obsidian folders are shortcuts that make files easily accessible from other apps.
Curious about my minimalist Obsidian setup? A detailed video is coming soon, with screen recordings from my real account, showcasing most of my workflows. For instance, why only five plugins? This will probably be one of the longest videos on the channel. Due to that and the necessary blurring, it’s unlikely I’ll be able to release it today. However, tomorrow seems feasible.
I have a new idea that I’d like to share with you. Yes, again. Changing things up, like I’ve been doing lately, makes me feel inspired.
I believe I’ve finally found a good way to use Obsidian Canvas. Instead of creating notes just to be able to filter them by tags, I’m trying Canvas groups for images or PDFs.
This approach may not work for everything, but the zoom in and out feature may make it easier to find the resources I use on my Maker and IT-related projects, especially when compared to sorting notes by tags. It’s a visual space, so I believe it will be easy to spot the item based on the color and format of the image or PDF. Time will tell, though.
For testing how efficient, or not this will be, I’ve created the “Maker Dashboard” Canvas that I’m using for everything related to my creativity process. For now, it has just a few notes (image above), and the following groups: macOS, Writer, Woodworking, and some loose content that I’m sure will end up being grouped with other future images or PDFs.
Side note: Keen eyes will notice that there’s also a “Palm OS” group, and, although it is not possible to clearly see, there are some images related to other vintage passions of mine next to that group.
And just like what I mentioned yesterday regarding the single folder for all my pictures, all these files can also be easily added to other Obsidian notes, or used from my computer file system.
Since I am currently on a reorganization spree, I decided to experiment with an idea. At the moment, I have multiple subfolders for images used on my blog posts, Journal, Office, and Home folders on Obsidian. Maybe even others. One thing I always wanted to try was to have some folders dedicated to certain types of files, such as images, PDFs, etc.
Here’s the plan. I’ll consolidate all the images into one folder, which will serve two purposes. First, it will work as an album. However, it will also serve as a centralized storage space from which I can drag pictures to use in any of my notes.
And because of the way Obsidian works, those pictures will also be easily accessible from the computer’s file system if I need them for other projects. Below, you can see how easy it is to interact with the images using the Mac file system (Finder). By the way, the kids in the picture are my sister and me, captured during my first move to Boston. I absolutely love that city.
Another benefit is how straight-forward it is to save pictures there. I can simply use the “save as” option on any image editor and choose the “Photos” folder on the file system, which in reality is located in Obsidian.
I’ve successfully moved 40 images and am pleased with the results. But there’s a catch. Because of the way I imported some of my content to Obsidian, the creation dates of many files are all messed up. So, I’m also adding the date (YYYY-MM-DD) to the beginning of each file name (thumbnails above). This will help me see the pictures in chronological order by ordering the files alphabetically. I hope that makes sense.
If this works, I may try the same with PDF files. Stay tuned.
If you are a Patreon or YouTube supporter, there’s a new video for you in which I share my thoughts on how I am trying to make the combined use of Evernote and Obsidian work for me.
I’m down to 5 plugins on Obsidian now, and I’m happy with that. However, there is still work to be done regarding the organization of information between Obsidian and Evernote. 🤔 Maybe there is an opportunity for a video on this.
I don’t have any clients today, but I’ve decided not to write scripts or edit videos. I am putting my energy into unraveling the mess I created after simultaneously using Evernote and Obsidian for a while now. Both have strengths and weaknesses, so my goal is to figure out what to use each one for.
There are things I can easily piece together. For example, I love how Evernote handles tasks, and I find the Obsidian Tasks plugin overwhelming. The same is true for the calendar. Evernote does a much better job of bundling it with our notes. At least, in my opinion.
But Obsidian is so well integrated into our computer file system, and I love to use that when creating my Unexpected Workflows.
Roughly speaking, the plan is to keep tasks and business-related content in Evernote. Especially meetings with clients and companies I collaborate with. As for Obsidian, it will still house my Knowledge Base, as it deals much better with PDFs, blog posts, and files I’m currently using (or used) for my books, courses and video production.
I am also trying to keep the minimum number of plugins possible, having already removed many of them. That includes—don’t panic!—Davaview.
As for my personal documents, that’s still undecided.
And while testing all the ideas above, I’m experimenting with posting without using titles. After making so many posts today, I am looking at it as a far better formatting style for the blog, as well as a much cleaner way to cross-post to other social media platforms.