Obsidian
When to Use
Use Obsidian when you want a local-first markdown vault with links, durable files, and flexible automation. It fits personal knowledge management, project notes, research notes, journals, and operational runbooks.
Do not use it when you need live multi-user collaboration, database-style workflows, or permission-heavy enterprise knowledge bases.
Basic Vault Operations
Typical vault path handling:
export OBSIDIAN_VAULT_PATH="$HOME/Documents/Obsidian Vault"
ls "$OBSIDIAN_VAULT_PATH"
find "$OBSIDIAN_VAULT_PATH" -name '*.md' | head
Always quote vault paths because spaces are common.
Read a note:
cat "$OBSIDIAN_VAULT_PATH/Projects/My Project.md"
Create a note:
cat > "$OBSIDIAN_VAULT_PATH/Inbox/New Note.md" <<'EOF'
# New Note
- idea
- follow-up
EOF
Append to a note:
echo "- next action" >> "$OBSIDIAN_VAULT_PATH/Projects/My Project.md"
Search by filename/content:
find "$OBSIDIAN_VAULT_PATH" -iname '*project*'
grep -R "cathodic protection" "$OBSIDIAN_VAULT_PATH"
Vault Structure
A practical starting layout:
mkdir -p "$OBSIDIAN_VAULT_PATH"/{Inbox,Projects,Areas,Resources,Archive,Templates,"Daily Notes"}
Linking Conventions
Use wikilinks for concept connections:
[[Project X]][[API 579]][[Meeting Notes 2026-04-03]]
Prefer stable note names over constantly-renamed files.
Plugins and Automation
Common useful plugins:
- Dataview for note queries
- Templater for standardized note creation
- Git for sync/versioning
Sync and Backups
Recommended patterns:
- Git for text-first technical vaults
- cloud sync for personal/mobile access
- periodic filesystem backup regardless of sync strategy
Practical Use Cases
- project dashboards and action tracking
- reading notes and literature synthesis
- engineering reference capture
- daily/weekly review notes
- meeting notes linked to decisions and follow-ups
Resources
- https://obsidian.md/
- https://help.obsidian.md/
- https://blacksmithgu.github.io/obsidian-dataview/
- https://silentvoid13.github.io/Templater/
Sub-Skills
- 1. Vault Structure and Organization (+1)
- Integration with Git Repositories
- 1. Note Naming and Organization (+3)
- Common Issues (+1)
- Summary
- Related Concepts
- Sources
- Applications