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How I Built the Ultimate Book Notes Library in Obsidian — Transcript

by Mike Schmitz · 5,730 words · 794 segments · language en · Watch on YouTube

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  1. 0:00I read a lot of books, usually somewhere
  2. 0:02between 40 and 50 every year, and I've
  3. 0:05always dreamed of a way to keep and
  4. 0:07connect all of those notes inside of
  5. 0:10Obsidian. But the real trick is to
  6. 0:13connect them in such a way that they
  7. 0:15actually help inspire you when creating
  8. 0:19something new. So, in today's deep dive,
  9. 0:22I'm going to walk you through my entire
  10. 0:23reading workflow from choosing which
  11. 0:25books to read to taking effective notes
  12. 0:27on those books to moving things into
  13. 0:29Obsidian and then finally building a
  14. 0:32library from those notes that creates
  15. 0:33ondemand inspiration for your own
  16. 0:36creative process. But first, let me show
  17. 0:38you the payoff because seeing this will
  18. 0:40help the rest of everything I'm going to
  19. 0:42say make sense. So, jumping ahead,
  20. 0:44here's my BookNotes library in Obsidian
  21. 0:47using the Basis core plugin. It has all
  22. 0:49my booknotes from over 220 books, the
  23. 0:52author, the year published, the number
  24. 0:53of pages, my own rating of the book from
  25. 0:56one to five stars, and inside each of
  26. 0:58these booknotes, there's a three-s
  27. 0:59sentence summary, a mind map of the key
  28. 1:01ideas from the book, and a textbased
  29. 1:03version of those notes, which contain
  30. 1:05links to atomic notes mentioned in the
  31. 1:07book, and uses emoji to create these
  32. 1:10colored list callouts to make reviewing
  33. 1:12my notes easier. I know it's a lot. I'm
  34. 1:14going to walk through the whole system
  35. 1:16step by step, but I've got chapters in
  36. 1:18this video, so you can jump to the spot
  37. 1:20that you want. This video will be a bit
  38. 1:22longer than normal, so if you just want
  39. 1:24to see the fancy new Obsidian Basis
  40. 1:26stuff, you can go straight there if
  41. 1:27you'd like. And if you want this exact
  42. 1:29system for yourself, it's all part of my
  43. 1:30Life HQ vault, which also contains all
  44. 1:33my prepackaged productivity and
  45. 1:34creativity workflows. If you just want
  46. 1:36the connected booknotes, I have
  47. 1:38something new for you that I'll mention
  48. 1:39at the end of the video. But the goal
  49. 1:42here is to explain everything well
  50. 1:44enough that you could just set up this
  51. 1:46system for yourself after watching this
  52. 1:48video. It's basically a reading master
  53. 1:50class with some text setup at the end.
  54. 1:52We've got a lot to get through, so let's
  55. 1:55dive in. Now, the first thing I want to
  56. 1:56talk about here is how to never run out
  57. 1:58of interesting things to read. Now, most
  58. 2:00of the books that I read tend to be
  59. 2:01productivity, self-help, or business
  60. 2:03books, which may not seem all that
  61. 2:05interesting to some people, but the
  62. 2:08trick is to stay curious about things
  63. 2:09and pick books that will help you
  64. 2:11understand how things work. And if you
  65. 2:13do that, reading can actually be a lot
  66. 2:15of fun. The key is choosing what to
  67. 2:18read, not being told what to read. That
  68. 2:21happens a lot in school, so people tend
  69. 2:23to dislike reading, and it becomes
  70. 2:24harder to pick back up that habit later
  71. 2:27in life. This happened to me, too. But
  72. 2:29when I started picking books that helped
  73. 2:30me understand something that I was
  74. 2:32already interested in better or possibly
  75. 2:36contained an answer to a problem that I
  76. 2:37was facing, it was easy to get through
  77. 2:40those books. I also found that reading
  78. 2:42regularly made it easier to create,
  79. 2:44which is important for me because I used
  80. 2:46to think that I just wasn't creative.
  81. 2:48Seems kind of silly now that I've got a
  82. 2:50YouTube channel, three podcasts, a
  83. 2:52newsletter, and I make my living as an
  84. 2:54internet creator. But at one point I was
  85. 2:57convinced creativity was a genetic trait
  86. 2:59I just was not born with. And it wasn't
  87. 3:02until I read Steel Like an Artist by
  88. 3:04Austin Cleon that I realized nothing's
  89. 3:05completely original. So when someone
  90. 3:07creates something, they're simply
  91. 3:09connecting dots in new and interesting
  92. 3:11ways. And that's when I realized that if
  93. 3:13I wanted to get better at creating, I
  94. 3:15just needed to collect better dots. So
  95. 3:19for me, that's what reading does. It
  96. 3:21gives me more and better dots to
  97. 3:22connect. So, when picking something to
  98. 3:24read, I use two specific questions. The
  99. 3:28first is, "What am I curious about right
  100. 3:30now?" And the second is, "What is a
  101. 3:33problem that I'd like to solve?" If I
  102. 3:35can find a book that connects to either
  103. 3:38or even better, both of these questions,
  104. 3:40I am motivated to complete that book and
  105. 3:43it's easy to finish. Another tip for
  106. 3:45finding books to read is to build your
  107. 3:48anti- library. An anti- library is
  108. 3:50basically a bunch of books that you
  109. 3:52haven't read yet. Building an anti
  110. 3:54library makes sure that you always have
  111. 3:56something that's prevetted to read when
  112. 3:58you get done with the book that you are
  113. 4:00currently reading. And it serves as a
  114. 4:02reminder of all the things that you
  115. 4:04don't know yet. So when building my anti
  116. 4:07library, I have a simple rule. If
  117. 4:09someone that I look up to recommends a
  118. 4:11book, I open up the Amazon app and I
  119. 4:14instantly buy it. The book shows up the
  120. 4:16next day and I have something ready to
  121. 4:18go. So, I never run out of interesting
  122. 4:20things to read. I have built quite a
  123. 4:22collection over the years following that
  124. 4:24method. I probably buy three or four
  125. 4:26books a month this way, but I consider
  126. 4:28this to be a very worthwhile investment.
  127. 4:32Sometimes I don't read these books for
  128. 4:33years, but then I'll be browsing my
  129. 4:35bookshelf and that book will jump out to
  130. 4:36me, so I'll pick it up and read it. You
  131. 4:38really never know when that inspiration
  132. 4:40is going to hit. And so, having those
  133. 4:42things at your disposal is important.
  134. 4:45Okay, so that's how to pick books to
  135. 4:47read. Next, we need to discuss analog
  136. 4:50versus digital books. There's a lot of
  137. 4:52advantages with digital books. I get it.
  138. 4:54You can bring your whole library with
  139. 4:55you anywhere you go. They're always
  140. 4:57accessible. You can sync your highlights
  141. 4:59easily. Personally though, I always read
  142. 5:03physical books. I have over 1,600
  143. 5:06physical books in my house. And they not
  144. 5:08only serve as environmental cues to
  145. 5:10actually read, but they also provide the
  146. 5:12ultimate distraction-free reading
  147. 5:14experience. You can't multitask when
  148. 5:16you're reading a physical book. That's
  149. 5:18how I got started reading. Actually, I
  150. 5:19brought a physical book with me wherever
  151. 5:22I went. And then I always had something
  152. 5:24I could pick up and read a page or two
  153. 5:25here or there instead of reaching for my
  154. 5:27phone and scrolling social media. But
  155. 5:29the best argument for reading physical
  156. 5:30books that I've come across comes from
  157. 5:32researcher Maryanne Wolf, who has
  158. 5:34studied this stuff extensively. and she
  159. 5:36found that screens, even e-readers,
  160. 5:38encourage skimming, lack a spatial
  161. 5:40dimension that is useful when
  162. 5:41sensemaking, and ultimately cause our
  163. 5:43brain to feel a little bit like this is
  164. 5:46fake because the digital page isn't
  165. 5:48really there. In her book, Reader Come
  166. 5:50Home, she says that the more that we
  167. 5:51read digitally, the more our underlying
  168. 5:54brain circuitry reflects the
  169. 5:56characteristics of that medium. So, if
  170. 5:59you really want to get the most out of
  171. 6:01the books that you read, physical books
  172. 6:03are probably your best bet. Whatever you
  173. 6:05decide on though, the one thing I would
  174. 6:07caution you about is using audiobooks.
  175. 6:09Listening to an audiobook is not the
  176. 6:12same as reading the words for yourself.
  177. 6:15The audio just keeps advancing whether
  178. 6:17you understand it or not. Part of the
  179. 6:20reading process is struggling with the
  180. 6:22words. Your brain doesn't engage with
  181. 6:25the message when it's just on in the
  182. 6:27background and it's easy to get
  183. 6:28distracted by something else that's
  184. 6:29going on when you're just listening to
  185. 6:31something. You might be listening
  186. 6:32intently for a little while and then all
  187. 6:34of a sudden 5 minutes go by and you
  188. 6:35realize you can't recall a single word
  189. 6:37that the author has said. So this is
  190. 6:39okay for some types of books, especially
  191. 6:41fiction, stories, biographies, but if
  192. 6:44you want the cognitive payoff that comes
  193. 6:46from wrestling with the big ideas, you
  194. 6:48have to put in the work. So generally I
  195. 6:50would not recommend audiobooks for this
  196. 6:53type of reading. The exception to this
  197. 6:55would be if you are listening to the
  198. 6:57audiobook and reading the book at the
  199. 6:59same time. This is actually the ideal
  200. 7:01combination if you really want to mine
  201. 7:03as much as you possibly can from the
  202. 7:06books that you read. You get the benefit
  203. 7:07of hearing the author read the book in
  204. 7:09their own voice and it keeps you from
  205. 7:11jumping ahead in the text. It's a great
  206. 7:12way to really focus on the words which
  207. 7:15results in higher retention of the big
  208. 7:17ideas that are being discussed. Okay, so
  209. 7:19next let's shift our focus to how to
  210. 7:21read books in a manner where we get the
  211. 7:23most out of them. One of the most
  212. 7:25influential books I've ever read was How
  213. 7:28to Read a Book by Mortimer Adler. He was
  214. 7:30the editor-inchief for the Encyclopedia
  215. 7:32Bratannica back in the day and a
  216. 7:33seriously smart dude. How to read a book
  217. 7:36is basically a system for working a book
  218. 7:38in order to get more out of it. I
  219. 7:41actually didn't like this book when we
  220. 7:43originally read it for the Bookworm
  221. 7:45podcast, but it has forever changed the
  222. 7:47way that I approach reading and it's
  223. 7:49helped me get more out of the books that
  224. 7:50I read. So, over time, I've really come
  225. 7:52to appreciate the fact that I've read
  226. 7:53this one. Now, one of the big ideas from
  227. 7:55this book is that our job as a reader is
  228. 7:57to receive the message that the author
  229. 7:59is sending. He uses the analogy of a
  230. 8:02catcher receiving a pitch from a
  231. 8:03pitcher. So, as the reader, we are the
  232. 8:05catcher. It is our job to receive the
  233. 8:07message that the author is sending. And
  234. 8:10some authors, like some pitchers, have
  235. 8:12more skill in sending their message, but
  236. 8:15we still have to do what we can to
  237. 8:16receive it and understand it correctly.
  238. 8:19So while reading, we're constantly
  239. 8:20trying to figure out what is this book
  240. 8:22about as a whole? What is being said in
  241. 8:25detail and how? Is this book true in
  242. 8:27whole or in part? And the most critical
  243. 8:29question, what of it? Or what does this
  244. 8:32mean to me? So to help us figure all
  245. 8:35that stuff out, Mortimer Adler shares
  246. 8:37four levels of reading that we can use
  247. 8:39to help make sense of things. The first
  248. 8:41level is elementary reading and this is
  249. 8:43where you simply ask what does this
  250. 8:46sentence say? Basic reading. Level two
  251. 8:48is inspectional reading. This is where
  252. 8:50you figure out what is this book about.
  253. 8:53The third level is analytical reading.
  254. 8:55This is where you ask a bunch of
  255. 8:56clarifying questions about what the
  256. 8:57author is actually saying. And then the
  257. 8:59fourth level is copical reading. And
  258. 9:01this is where you compare the book in
  259. 9:03relation to the other books that you've
  260. 9:05read. So once we understand the message
  261. 9:08the author is sending, the next step is
  262. 9:09to decide for ourselves what do we
  263. 9:11actually think about it. So for example,
  264. 9:13do we agree or do we disagree with the
  265. 9:16author and more importantly why? The
  266. 9:19goal is not to be convinced to adopt a
  267. 9:21system or a framework. You want to
  268. 9:23figure out what you think about things.
  269. 9:25Collect the bits and pieces that are
  270. 9:27useful and then discard everything else.
  271. 9:30So the key here is not to create the
  272. 9:32entire book when we're taking notes.
  273. 9:34That was a mistake that I made at the
  274. 9:36beginning. I'd read a book like Getting
  275. 9:37Things Done by David Allen who is the
  276. 9:40productivity guy, right? He's the expert
  277. 9:42and I would try to capture everything
  278. 9:43that seemed important. The problem with
  279. 9:46this is that you end up with a bunch of
  280. 9:48information that really doesn't make any
  281. 9:52bit of difference. So personally, I
  282. 9:54think the purpose of capturing
  283. 9:55information from the books that you read
  284. 9:57is to take action on it. And that is
  285. 10:00reflected in these three levels of
  286. 10:02knowledge where the first level is
  287. 10:04information. That's just something that
  288. 10:05you have. If you just capture things and
  289. 10:07stick them in a digital filing cabinet
  290. 10:08or archive, they sit there and they add
  291. 10:10no value until you have the thought and
  292. 10:13then you go dig up that note and you
  293. 10:15find it in the folder or the place where
  294. 10:17you put it. And this is what happens
  295. 10:19with a lot of the potentially
  296. 10:21life-changing ideas that we encounter in
  297. 10:22these books. The next level of knowledge
  298. 10:25is revelation. And this is something
  299. 10:27that you know. So this information you
  300. 10:29can recall without having to go look it
  301. 10:31up. And being able to recall this is
  302. 10:33great. This is kind of like being able
  303. 10:34to recall the answers on the test, but
  304. 10:36you're not really applying them to your
  305. 10:39life yet. And that leads us to the third
  306. 10:41level of knowledge, which is where we
  307. 10:42really start to get value from things.
  308. 10:44That is application. So, this is where
  309. 10:46you take action on what you've read, and
  310. 10:48it's where the rubber really hits the
  311. 10:50road. The greatest ideas have very
  312. 10:52little practical value until you take
  313. 10:54action on them. So, with these three
  314. 10:56levels of knowledge in mind, you can see
  315. 10:57how important it is to not just take
  316. 10:59notes on what the author tells us we
  317. 11:01should do. Instead, we want to capture
  318. 11:02the things that resonate, that peak our
  319. 11:04curiosity, and inspire us to do
  320. 11:06something with what we just read. That's
  321. 11:09the kind of stuff you want to take notes
  322. 11:10on. In the age of AI, you can always get
  323. 11:13a summary of what the author wrote.
  324. 11:15There are even services like Blinkist
  325. 11:18that try to condense the book down into
  326. 11:20a couple of big ideas. But those ideas
  327. 11:22mean nothing unless you put in the work
  328. 11:25to wrestle with them. Which is why I
  329. 11:27think you have to put in the effort to
  330. 11:29actually read the book. and you only
  331. 11:30capture the things that you believe are
  332. 11:32really useful. Let me give you an
  333. 11:34example by showing you my own
  334. 11:35note-taking workflow. So, going back to
  335. 11:38how to read a book by Mortimer Adler, he
  336. 11:40proposes a specific way for approaching
  337. 11:42a physical book that you're going to
  338. 11:43read. I'm not going to go through the
  339. 11:45whole thing, but basically you're
  340. 11:46looking at the front cover, the back
  341. 11:47cover, the table of contents, etc.
  342. 11:50before you even start to read, so you
  343. 11:52can start to gro what this book is all
  344. 11:55about. So, I don't follow his format
  345. 11:57exactly, but I do like the idea of
  346. 11:59understanding the basic structure before
  347. 12:01you really dive into things. So, that's
  348. 12:03going to be evident as I get into the
  349. 12:04tools and methods that I use here in the
  350. 12:06next section of this video. All right.
  351. 12:08So, when I read, I always read physical
  352. 12:10books, as I mentioned, and I always take
  353. 12:12notes using my node on my iPhone. It's
  354. 12:15the best tool I found for modernizing
  355. 12:17the process of working a book that
  356. 12:19Mortimer Adler described when he wrote
  357. 12:21his book back in the 1940s. Now, you
  358. 12:23might be wondering why I use my iPhone
  359. 12:25to take notes when I just talked about
  360. 12:27how physical books are great because
  361. 12:29they minimize distraction. The phone is
  362. 12:31a distraction machine. That's fair. I
  363. 12:33get it. I've crafted my workflow to
  364. 12:36optimize for retention and recall of the
  365. 12:39big ideas that the books contain. So,
  366. 12:42while I believe physical books are best
  367. 12:44for me in terms of getting the most out
  368. 12:46of the books that I read, the iPhone is
  369. 12:48a device I always have with me and it's
  370. 12:50the best tool I have for taking notes on
  371. 12:52those books. The trick is to configure
  372. 12:55the device to support the intentional
  373. 12:57workflows I consider to be positive uses
  374. 13:00of the technology. I've actually done
  375. 13:02quite a bit to force myself down
  376. 13:04specific paths whenever I pick up my
  377. 13:06iPhone. So, for example, I use an app
  378. 13:08called Blank Spaces to eliminate the
  379. 13:10icons and the badges from my home
  380. 13:12screen. I only have apps listed here
  381. 13:14that I consider to be positive uses of
  382. 13:16my technology. With the way that I've
  383. 13:18set up my iPhone, I find that once I get
  384. 13:20some momentum by picking up the physical
  385. 13:21book and starting to read, the phone
  386. 13:23really isn't a distraction. Now, before
  387. 13:26I start reading, I always open up a new
  388. 13:27mind map and place a cover image from a
  389. 13:29quick Google search in the middle of the
  390. 13:31mind map. This isn't completely
  391. 13:33necessary, but I just like the way that
  392. 13:34it looks. Next, I look at the table of
  393. 13:37contents for the book and I recreate
  394. 13:38that in my mind map structure. If the
  395. 13:40book has parts, I'll create those as
  396. 13:42main nodes and the chapters as child
  397. 13:44nodes underneath. Then, as I read, I
  398. 13:48capture notes for the things that
  399. 13:49resonate. I intentionally try to keep my
  400. 13:51notes simple by focusing on what piques
  401. 13:54my interest instead of what the author
  402. 13:57says is important. That way, I end up
  403. 13:59with notes of things that are useful for
  404. 14:01me instead of trying to copy over
  405. 14:02everything from the book like I
  406. 14:03described earlier. I'll also take photos
  407. 14:06of important diagrams or visuals in the
  408. 14:08book with my camera on my iPhone and
  409. 14:10embed those photos in the mind map. So,
  410. 14:12here's an example from the book Tiny
  411. 14:14Habits by BJ Fog where you can see the
  412. 14:16graphs that illustrate the key ideas
  413. 14:18that the author is describing like the
  414. 14:20fog behavioral model. Having those in
  415. 14:22the mind map helps me understand the
  416. 14:24concepts a little bit better. I also
  417. 14:26have this emoji coding system I use when
  418. 14:28taking notes that acts kind of like a
  419. 14:30tagging system. I've been using this for
  420. 14:32years and it helps me easily locate the
  421. 14:34good stuff whenever I review my notes.
  422. 14:37So, here's the emoji coding system that
  423. 14:39I use when I'm taking notes in my note.
  424. 14:41The light bulb icon is for inspiration.
  425. 14:44This is basically the equivalent of an
  426. 14:45aha moment or something that is kind of
  427. 14:48surprising to me as I read. The key
  428. 14:50emoji is for key arguments. This is a
  429. 14:52key argument the author is making, which
  430. 14:54I use to gro the basic message later
  431. 14:56when I review the mind map. I use the
  432. 14:58speech bubble for quotes. This is for
  433. 15:00oneliners that stand out to me when I'm
  434. 15:01reading. And I make sure to capture the
  435. 15:03page number so I can roll these up into
  436. 15:05my quotebook note inside of Obsidian.
  437. 15:08The talking head emoji is for a talking
  438. 15:10point. This is something I want to
  439. 15:12discuss when we cover the book for
  440. 15:13Bookworm. And when I go through my mind
  441. 15:15my map and I locate these emoji, that
  442. 15:17makes it really easy to create the
  443. 15:19outlines for those episodes. And then
  444. 15:21finally, there's the mind blown emoji
  445. 15:23where every once in a while I'll come
  446. 15:24across a section or a statistic that
  447. 15:26just completely blows my mind. I use
  448. 15:28this very sparingly, but I do use it
  449. 15:30once in a while. Now, I could do all
  450. 15:32this using traditional tags, but they
  451. 15:33didn't exist in mind when I started
  452. 15:35using this system, and honestly, I just
  453. 15:37really like the visual nature of this.
  454. 15:39So, I've continued to use this system.
  455. 15:41They also make it easier to find once I
  456. 15:43move things over to obsidian, which you
  457. 15:44will see in just a little bit. All
  458. 15:46right, so once I'm done reading, I
  459. 15:48export my notes from my node on my Mac
  460. 15:50in two specific formats, both of which
  461. 15:52will end up in Obsidian. The first is a
  462. 15:55PDF of the mind map which will get
  463. 15:57embedded in the note. And the second is
  464. 15:59a markdown format of that mind map which
  465. 16:02gives me a plain text version that I can
  466. 16:04break into atomic notes and link
  467. 16:06together inside of my Obsidian vault.
  468. 16:08Now, unfortunately, the images don't get
  469. 16:10exported in that markdown format, but
  470. 16:12they do exist in the PDF mindmap, so I
  471. 16:14can still see them when I review my
  472. 16:15notes if I want. Now, jumping over to
  473. 16:17Obsidian, I have a booknotes template
  474. 16:19file, which has a couple of distinct
  475. 16:20sections and some specific property
  476. 16:22metadata. So, let's look at the contents
  477. 16:24of the note first. Each booknote has
  478. 16:26three headings. The first one is a three
  479. 16:28sentence summary where I condense the
  480. 16:30whole message of the book into three
  481. 16:32sentences at the top of the note. It's
  482. 16:34always difficult to condense a book down
  483. 16:35to three sentences, but I believe this
  484. 16:37helps me distill the big ideas. The
  485. 16:39second is the mind map, which is where I
  486. 16:40drag in the PDF of my mind map file that
  487. 16:43gets embedded in the note. I have my
  488. 16:45Obsidian settings configured to
  489. 16:46automatically store these inside of my
  490. 16:49files folder. And then the third heading
  491. 16:51is notes. And this is where I paste the
  492. 16:53markdown outline after I copy it from
  493. 16:55NOVA, which is my plain text editor of
  494. 16:57choice. So once these notes are added, I
  495. 17:00will go through them and I'll create
  496. 17:01atomic notes where I deem necessary by
  497. 17:04selecting text and putting double
  498. 17:05brackets around it. If it's a concept
  499. 17:07that appears in more than one book, I'll
  500. 17:09usually add a call out at the top of
  501. 17:10these notes with a succinct definition
  502. 17:12of the concept. And in the lower right
  503. 17:14corner in the local graph, you can see
  504. 17:15all of the books that mention this. I
  505. 17:18also use the list callouts plugin to add
  506. 17:21a colored background to every line in my
  507. 17:23plain text outline that has one of those
  508. 17:25emoji that I added when taking notes.
  509. 17:28You can configure this in the plug-in
  510. 17:30settings, but here's what it looks like
  511. 17:32inside of my notes. Now, most of these
  512. 17:34are just visual decoration for the note,
  513. 17:36but I do add some text to some of these
  514. 17:38as I process the note. So, for example,
  515. 17:41all of my quotes have a purple
  516. 17:42background, and I will add a tag of
  517. 17:44hashtag quote to the end of this line
  518. 17:46and put the author of the quote inside a
  519. 17:48double brackets so that it links back to
  520. 17:50the author's note in Obsidian. The
  521. 17:52hashtag quote is the basis of my
  522. 17:54quotebook note that I explain in this
  523. 17:56other video here, but basically, it just
  524. 17:58rolls up everything that matches this
  525. 18:00formatting, and it displays it by
  526. 18:02source. And I also use the Obsidian Task
  527. 18:04plugin for my task and project
  528. 18:05management. So, I will add a hashtag
  529. 18:08to-do to all of the lines that have an
  530. 18:10action item, which is the tag configured
  531. 18:12in the Obsidian task global filter
  532. 18:15section. This allows my action items to
  533. 18:17be rolled up inside of my Obsidian task
  534. 18:19queries, like on my task dashboard, as
  535. 18:21you see here. So, when I process my
  536. 18:24booknotes, I spend just a couple of
  537. 18:25minutes going through these textbased
  538. 18:27notes and adding things like I just
  539. 18:28described. I also have a bunch of
  540. 18:30metadata properties that I add at the
  541. 18:32top of the note. Those get added when
  542. 18:34the note is created. In the author
  543. 18:36field, I put a link to the note matching
  544. 18:38the name of the person who wrote the
  545. 18:39book. And I do this by putting the
  546. 18:40person's name inside of double brackets,
  547. 18:42even if that note doesn't exist yet. If
  548. 18:45there are multiple authors for a book, I
  549. 18:46will add both of their names as internal
  550. 18:48links like this. Next is the rating,
  551. 18:50which is my personal rating of the book
  552. 18:52from one to five stars. I use emoji
  553. 18:54characters for this. And when I click in
  554. 18:56the field, it gives me a drop down of
  555. 18:58all the values that I previously used in
  556. 18:59this field, like you can see here. So I
  557. 19:02just select the rating from the drop-
  558. 19:03down list and the rating gets applied to
  559. 19:05the book note file. Next is the year
  560. 19:08which is the year that the book was
  561. 19:09actually published. The pages which is
  562. 19:11how many pages are in the book and
  563. 19:13lastly is the cover property which is an
  564. 19:15internal link to an image file of the
  565. 19:17book cover that I have saved to my
  566. 19:19Obsidian vault. Now fortunately I don't
  567. 19:22have to do that part manually. In fact I
  568. 19:23automate adding most of this metadata
  569. 19:25using the excellent book search plugin.
  570. 19:27With this plug-in installed and enabled,
  571. 19:29you can run a command, search for the
  572. 19:31book that you want using the title or
  573. 19:32the ISBN number, and the plugin can
  574. 19:34automatically pull in the associated
  575. 19:36metadata that you choose based on the
  576. 19:38plug-in settings. So, here are the
  577. 19:40settings that I use. For new file
  578. 19:42location, I always put my booknotes
  579. 19:44inside of my booknotes folder. For the
  580. 19:47new file name, I simply use the title of
  581. 19:49the book, which can be automatically
  582. 19:50applied using the title token inside of
  583. 19:52double curly brackets. Next, I configure
  584. 19:55the template file location to use my
  585. 19:57booknotes template file inside of my
  586. 19:58templates directory. And by the way, my
  587. 20:00template file is available inside of my
  588. 20:02Obsidian Starter Vault. So, you can
  589. 20:03download it for free by going to
  590. 20:05vault.practicalpkm.com.
  591. 20:07The other important settings here are to
  592. 20:09show the cover image in the search. This
  593. 20:10helps me make sure that I select the
  594. 20:12right book. I turn off the enable cover
  595. 20:14image edge curl effect option because I
  596. 20:17just want the book cover when I see it
  597. 20:18displayed instead of the cards view. I
  598. 20:20don't want to see the page curling up. I
  599. 20:22also toggle on enable cover image save
  600. 20:24and I've chosen the files directory for
  601. 20:26the cover image path but you can put
  602. 20:28these in a separate folder if you'd
  603. 20:29like. So now I can invoke the command
  604. 20:32pallet when I want to create a new
  605. 20:33booknote file in my vault. Run the book
  606. 20:35search col create new booknote command.
  607. 20:38Select the book that I want to add from
  608. 20:39the list. Hit enter and the note is
  609. 20:42automatically created in the correct
  610. 20:43folder with the template applied. The
  611. 20:45cover image is downloaded and added and
  612. 20:47the number of pages and the year
  613. 20:49automatically are updated in the
  614. 20:51metadata properties. Now, I don't use
  615. 20:53book search to find the author simply
  616. 20:55because I want a link to the author's
  617. 20:58note and it gets tricky when there are
  618. 20:59multiple authors. Now, this metadata
  619. 21:01that we just covered here is important
  620. 21:03as this is the information that bases
  621. 21:05will use when creating the cards for all
  622. 21:08the books in my library. So once that
  623. 21:10template is applied and everything is
  624. 21:12set up, I drag in the PDF, I paste in
  625. 21:14the markdown and I've got a new booknote
  626. 21:16now that is added to my library. So I'll
  627. 21:18go through, I'll add some links, I'll
  628. 21:20clean up the quotes, I'll create the
  629. 21:21action items. Takes a couple of minutes,
  630. 21:23but then it's done. And now it's time
  631. 21:25for the fun part where we get into
  632. 21:27configuring this with Obsidian Bases. So
  633. 21:29as I mentioned, I keep all my book
  634. 21:31ratings in a folder called booknotes. So
  635. 21:33the library is going to be a single base
  636. 21:35file which I have named book
  637. 21:37ratings.base base and it has a simple
  638. 21:40filter that only shows files where the
  639. 21:42file path begins with booknotes. To
  640. 21:45create the base, invoke the command
  641. 21:46pallet with command P or control P on
  642. 21:48Windows and select the bases colon
  643. 21:50create new base command. This will
  644. 21:53create a new base file. So, click on the
  645. 21:54name to rename it to something like book
  646. 21:56ratings and then click the filter
  647. 21:58button. The first filter we want to
  648. 22:00apply to all views. So, make sure that
  649. 22:02you toggle that carrot. Then under all
  650. 22:03of the following are true. Click to add
  651. 22:05a filter and choose where file path
  652. 22:08starts with booknotes.
  653. 22:11This will now show all of the files that
  654. 22:13are in that booknotes folder plus any
  655. 22:15that happen to be in subfolders inside
  656. 22:17of that folder if you have any. The
  657. 22:19default view will now show a table that
  658. 22:21looks something like this. All right. So
  659. 22:24now let's create a new view by clicking
  660. 22:27on this button in the upper left and
  661. 22:29choose add new view. Let's name this
  662. 22:31view cards. Choose the card's layout.
  663. 22:34Select cover as the image property. And
  664. 22:36for the image fit, I want to choose
  665. 22:38contain as this option will display the
  666. 22:40whole cover file in the card. You can
  667. 22:43also configure the card size and the
  668. 22:44image aspect ratio if you want. But
  669. 22:46that's basically all we need to do. So
  670. 22:48let's close the settings for this view.
  671. 22:50So that gives us cards for all the books
  672. 22:51that we have in our booknotes folder.
  673. 22:53But we want some additional information
  674. 22:55to be displayed on these cards. So next,
  675. 22:57click on the properties button for this
  676. 22:59view. And check the boxes for all of the
  677. 23:01properties that you want to display.
  678. 23:04I've selected file name, which is
  679. 23:05selected by default and shows the name
  680. 23:07of the note, as well as rating, author,
  681. 23:10pages, and year. Each property that you
  682. 23:13select will instantly be visible in the
  683. 23:15cards in the view. You can also choose
  684. 23:18how you want to sort this view if you'd
  685. 23:19like by clicking on the sort button. I
  686. 23:22have mine sorted by file name in
  687. 23:25ascending alphabetical order. The end
  688. 23:27result is a beautiful looking card view
  689. 23:29like this that shows all my booknotes
  690. 23:32with cover, author, rating, and page
  691. 23:34numbers. But you can take this even
  692. 23:36further by creating additional views
  693. 23:37from that same.base file. So let's click
  694. 23:40on the view button again and add another
  695. 23:42cards view named five-star books. The
  696. 23:45setting for this view will be the same,
  697. 23:47but for the filter under the this view
  698. 23:49option, let's add a filter where the
  699. 23:51rating property is five stars. So now we
  700. 23:54have a five-star books view that looks
  701. 23:56the same, but only shows the books that
  702. 23:58I've rated five stars. And this is one
  703. 24:00of the things that's really powerful
  704. 24:01about bases in my opinion. You can
  705. 24:03actually create multiple views from the
  706. 24:05same base. You can slice your
  707. 24:07information just about any way you want.
  708. 24:09And from any of these views, you can
  709. 24:11click on the card to open the note and
  710. 24:13access all of those booknotes. All
  711. 24:16right, so there you have it. A complete
  712. 24:17walkthrough of my entire booknotes
  713. 24:19workflow from physical books to obsidian
  714. 24:21bases. Are there ways that this could be
  715. 24:23more efficient? Absolutely. But
  716. 24:25remember, we're optimizing for making
  717. 24:27more out of our notes and ideas. That
  718. 24:30requires that we wrestle with these
  719. 24:31things and we figure out for ourselves
  720. 24:32what we really think about them. So, I'm
  721. 24:34not just trying to get the information
  722. 24:36into Obsidian as easily as I can. And
  723. 24:38I'm also not trying to create a complex
  724. 24:40system that looks fancy but doesn't give
  725. 24:42me any practical value when it's time to
  726. 24:44make something out of those notes and
  727. 24:46ideas that I've collected. I have
  728. 24:48developed and refined this workflow over
  729. 24:50many years of reading books. And I am
  730. 24:52constantly trying to optimize my system
  731. 24:54in order to make the act of creating
  732. 24:56something new from those dots that I
  733. 24:59collect easier and more effortless. So
  734. 25:03there you have it. That is my whole
  735. 25:05workflow. It may not be exactly how you
  736. 25:07would do it, but I love this and it
  737. 25:09helps me to create consistently and
  738. 25:12never feel stuck or like I don't have
  739. 25:14something to write about. Now, I have
  740. 25:16another video on a framework that I call
  741. 25:18the creativity flywheel. If you want to
  742. 25:20see how I take the seeds of the ideas
  743. 25:22that I read about in these books and
  744. 25:24then develop them into original content,
  745. 25:26there will be a link to that video in
  746. 25:28the description below this one. I've
  747. 25:30also linked to all the plugins, the
  748. 25:32books, and the resources that I
  749. 25:34mentioned in this video, so you've got
  750. 25:36everything you need to build this for
  751. 25:38yourself. And if you want to download my
  752. 25:40entire library of booknotes in Obsidian
  753. 25:42for yourself, I've actually packaged
  754. 25:43everything together. You can download it
  755. 25:45now by going to practicalpkm.com/notes.
  756. 25:49For a long time, this has been available
  757. 25:50inside of LifeHQ, which is my done for
  758. 25:52you Obsidian vault. And while I plan to
  759. 25:54keep it there bundled with all my other
  760. 25:56workflows, I've had several people ask
  761. 25:58me if I would create a separate product
  762. 26:00which just had my booknotes in it. The
  763. 26:02problem is I have no idea what to charge
  764. 26:04for this. So what I've decided to do is
  765. 26:06create a pay what you want version of
  766. 26:08this. This represents a lot of work. So
  767. 26:10I've set the recommended price at $20,
  768. 26:12which is less than 10 cents per book. If
  769. 26:14you happen to be in a position to help
  770. 26:15me out financially, you want to do that,
  771. 26:17I would certainly appreciate it. But
  772. 26:18I've decided not to have a minimum
  773. 26:20price. So, you can actually get it for
  774. 26:21free if you want or if you just can't
  775. 26:23afford it right now. That's cool. I get
  776. 26:25it. I've been there before. I want to
  777. 26:27make this as accessible to as many
  778. 26:29people as I possibly can. So, again, you
  779. 26:31can download it right now. If you go to
  780. 26:34practicalpkm.com/notes.
  781. 26:36All you have to do is unzip that, open
  782. 26:38it up as a new vault. You'll have the
  783. 26:39basis preconfigured and all the notes
  784. 26:41will be there. I'm also going to start
  785. 26:43adding the occasional booknotes to my
  786. 26:45Obsidian starter vault, which is a great
  787. 26:46resource if you're just getting started
  788. 26:47with Obsidian, as it contains a bunch of
  789. 26:49tips and resources to help you get more
  790. 26:51out of your notes and ideas. You can
  791. 26:52find out more about that by going to
  792. 26:54vault.practicalpkm.com.
  793. 26:56Thanks for watching and we'll see you in
  794. 26:58another

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