How I organize research in Obsidian using Canvas, Dataview, DB Folder, and Metadata Menu
HOW I ORGANIZE RESEARCH
WHAT IT IS
"ATOMIC RESEARCH"
- Set of logic steps between evidence sources and takeaways
WHY I USE IT
- Visualize logic steps
- Traceability
HOW TO USE IT
SETUP
SOFTWARE YOU'LL NEED
- Obsidian
- Dataview
- DB Folder
- Metadata Menu
- Templater (optional)
- Simple CanvaSearch (optional)
- Zotero (optional)
- Better Bibtex (optional)
HOW TO USE IT
SETUP
OPTIONAL SCRIPTS
HOW TO USE IT
SETUP
STEPS
- Install and enable community plugins
- Add at least one new database folder
- Create a new canvas
- Add a new class with a "Canvas" field type and "Outgoing" edges (make sure to save)
- Add content to your canvas
HOW TO USE IT
AVOIDING ISSUES
- Don't rename headings of embedded sections or completely remove their #'s
- Don't add commas or quotation marks to titles
- Stop connecting pages in the canvas if Obsidian slows down
SYSTEM OVERVIEW
BENEFITS
- Visibility
- Traceability
SYSTEM OVERVIEW
DRAWBACKS
- Efficiency
- Pages are linked via frontmatter
- Risk of circular logic
- Risk of slowdown
- Getting lost in the canvas
YouTube_Video__Slide_Deck:: How I organize research in Obsidian using Canvas, Dataview, DB Folder, and Metadata Menu