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re: Obsidian.md anyone here using it

Posted on 6/23/22 at 11:02 pm to
Posted by RebelOP
Misty Mountain Top
Member since Jun 2013
12478 posts
Posted on 6/23/22 at 11:02 pm to
It makes sense to have a master note in each file, but would you consider a separate "daily notes" folder? And then link that to the master note?

For example, if you had three clients in one day. In each client's subfolder, there is already a MOC. Would your daily note contain three links, one for each client?
Posted by Chromdome35
NW Arkansas
Member since Nov 2010
6873 posts
Posted on 6/24/22 at 9:56 am to
This is a picture-heavy response, I think it is the best way to show you how I do this.

My Top-level Folder Structure


My top-level folders expanded. Each of the sublevel folders ie Accounting has a MOC Note which acts as my focal point note for that entity. In the Home folder, you will see a daily notes subfolder, that's where all my daily notes go. I have a monthly MOC note for my daily notes so I can easily see all the notes from a month.


This is my daily note from yesterday (redacted).
1) The top section shows any open todo items from any of my notes
2) The Today's Notes section is used to capture the days notes. You can see a combination of inline notes and linked notes. I use templates and hotkeys to make this easy to do. If I have a meeting, I press the hotkey for New Meeting Note and a new meeting note opens up using my meeting note template. The new note is automatically logged on my daily note page.
3) At the bottom you see a section called unfiled notes from today. As new notes are created, they go into the Home - New Notes Folder. I drop them here because, during a meeting, I'm talking and taking notes in my shorthand. Afterward I'll clean the note up and file it in its appropriate folder. By showing a list of unfiled notes at the bottom of my daily note, I have a visual reminder of unfiled notes.


This graphic may help













Posted by RebelOP
Misty Mountain Top
Member since Jun 2013
12478 posts
Posted on 6/24/22 at 12:05 pm to
This really helps! Thanks a lot I’ll digest and circle back. I’ve been using Todoist and really enjoy that software. That’s how my brain works but I didn’t have a system for notes.
Posted by Chromdome35
NW Arkansas
Member since Nov 2010
6873 posts
Posted on 6/24/22 at 12:33 pm to
I was using Todoist for my task list prior to switching to Obsidian
Posted by TAMU-93
Sachse, TX
Member since Oct 2012
898 posts
Posted on 6/24/22 at 2:37 pm to
You got another one hooked

I have a client with a custom accounting system. The accounting system is comprised of 1200 programs. And of course, none of those programs are documented.

I've been proto-typing how I might use Obsidian to document this system. I'll write a script to parse the source code. The script will create a .md file for every program. The .md file will have backlinks to every program the parsed program can branch to. This will give me a graph that shows how all the programs relate to each other.

Then over the next few months, I can start fleshing out the documentation. I plan on adding the menu number, menu name, and a brief description of the program's function.

Posted by RebelOP
Misty Mountain Top
Member since Jun 2013
12478 posts
Posted on 6/24/22 at 7:53 pm to
I am trying to figure out how to use this with an insurance company. Life insurance underwriters make a lot of notes as they examine client medical records. Doctors / medications / medical conditions / diagnosis, etc...

I want to figure out how to structure the client folders, notes, and how the links should work so we can refer back to them later on and track certain metrics.

I assume that a "MOC" is the most important document in a folder. Can someone give me an example of how an MOC might look if that is the case? A screenshot maybe?

I want to be able to quickly generate/view an overall health history using all the underwriter's notes when pulling up a client's profile. Sorry for the long post, but i'm going down a rabbit hole. It's Friday night, and knowing my brain....I'm not getting to sleep anytime soon until I can figure this crap out.
Posted by Hulkklogan
Baton Rouge, LA
Member since Oct 2010
43307 posts
Posted on 6/24/22 at 8:09 pm to
quote:

1200 programs. And of course, none of those programs are documented.



Amazing how something like that can happen, and yet it is incredibly common.

I've had to clean up large networks with zero documentation, but at least network equipment generally has built-in protocols to help you see attached devices.

Doing that with code would be absolutely painstaking without something to help you map it out.



Seeing Chromdome's note system is inspiring, tbh. What I currently do is better for me than any previous note taking systems I've done, but I can see that I could make my notes incredibly better. I just dont have time to dive into it right now.
This post was edited on 6/24/22 at 8:10 pm
Posted by Korkstand
Member since Nov 2003
28712 posts
Posted on 6/24/22 at 8:39 pm to
OP's suggestion of looking into how others use it to help develop your own system is solid, however maybe you can't find anything that feels good to you. It seems and looks complicated, but the real beauty of it is the simplicity. At its core it is just plain text files linked together however you want. Just start writing and collecting your data. Put it all into a catch-all "inbox" folder until you've collected enough that some sort of organization structure emerges from your particular data. A lot of times starting with a strong structural foundation can help, but other times maybe the structure is too rigid and it holds you back.

Avoid the analysis paralysis and just start writing. Obsidian makes it really easy to reorganize later.

quote:

I assume that a "MOC" is the most important document in a folder. Can someone give me an example of how an MOC might look if that is the case? A screenshot maybe?
It can be very simply just a list of links to related documents, or you can flesh it out with notes as well because it is a note just like any other. Just start writing and linking and I think you'll figure out how you want to organize. Don't get overwhelmed with the formatting and plugins and such, just get a feel for the basics of generating content and linking it together. After that things will start to fall into place, and Obsidian makes it really easy to shuffle content around.
Posted by RebelOP
Misty Mountain Top
Member since Jun 2013
12478 posts
Posted on 6/24/22 at 9:25 pm to
quote:

Obsidian makes it really easy to reorganize later.

This makes me feel better. I do tend to fall into the
quote:

analysis paralysis
category.

Posted by Chromdome35
NW Arkansas
Member since Nov 2010
6873 posts
Posted on 6/24/22 at 11:27 pm to
I will post a screenshot of one of my mocs tomorrow.

Part of the power of obsidian is there is no right or wrong way to use it. The extendability of the software with plugins makes it very easy to build a system that works for you.

There are several plugins I highly recommend:

Dataview: is at the top of the list.
Tasks: to add a task management system
Templator: robust templates
Quick Add: works with templator to make it easy to hotkey templates
Calendar: adds a Calender to obsidian that works well for daily notes
Periodic Notes: Daily, weekly, monthly, yearly notes.

The majority of plugins are very easy to use. Dataview is probably the most complex as it even supports JavaScript. The query language is similar to SQL but much more limited.

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