YouTube video summary

How I research and write in Obsidian

Danny Hatcher
3 min summary

Key points

  • Research in Obsidian is organized around a vault that holds project files, source notes, and writing drafts in one place.
  • Zotero is used as the reference manager, with citation keys, metadata, highlights, comments, and tags imported into Obsidian.
  • A custom Obsidian template controls how source highlights, notes, URLs, PDF links, and metadata are brought in from Zotero.
  • Imported PDF links let you jump back to the exact highlight location in the original Zotero document.
  • The essay draft stays linked to source files through internal links, backlinks, and split-screen views so points, images, and citations can be moved into the draft efficiently.
  • The final document can be exported from Obsidian with Pandoc and then finished in Word using Zotero’s citation and bibliography tools.

Limitations of Traditional Research Workflows

  • Many instructional videos on essay writing focus on structure and outlining, such as introductions, research, discussions, and conclusions, but often fail to demonstrate the technological workflow for integrating research into a draft 0s.
  • Zotero serves as a reference manager to store sources, automatically generating a unique citation key for each entry alongside metadata like the DOI, URL, authors, and title 25s.
  • Within Zotero, users can open source documents in tabs to highlight text in various colors, which are then organized in a sidebar for easy navigation 42s.
  • Zotero allows for the addition of Post-it notes, comments, and tags to specific highlights, enabling the documentation of thoughts and ideas directly alongside the source material 1m5s.
  • Copying and pasting text from a reference manager into a word processor is inefficient because it lacks a direct, automated link back to the original source, making it difficult to relocate specific highlights later 1m35s.
  • Managing research by keeping separate planning and writing documents often results in a disorganized, sporadic list of points that are difficult to synthesize into a coherent structure 2m0s.

Setting Up Obsidian for Research Management

  • Obsidian is used to solve organizational challenges by creating a "vault," which functions as a dedicated folder on a computer or external hard drive to house all project-related files 2m18s.
  • Obsidian allows for multiple files to be viewed simultaneously through split-screen functionality or multiple tabs, eliminating the need to manage several separate word processing documents 0s.

Integrating Zotero with Obsidian

  • To import research highlights from Zotero into Obsidian, users must enable community plugins, install the Zotero integration plugin, and configure the Zotero database settings 1m0s.
  • The "Better BibTeX for Zotero" add-on is recommended for managing citation keys, which determine the file naming convention for imported sources 2m6s.
  • Users can customize citation key formulas to include specific metadata, such as the author, a short title, and the year, and organize files into designated folders like "sources," "images," and "projects" 3m15s.
  • A template file in Obsidian, which can be customized with code, dictates how highlights, comments, tags, and metadata—such as URLs and PDF links—are imported from Zotero 4m30s.
  • Imported PDF links in Obsidian allow users to jump directly back to the specific highlight location within the original Zotero document 6m15s.

Advanced Source Organization and Tagging

  • The Zotero connector browser extension enables users to save academic papers, videos, and other sources directly to their Zotero library, often automatically downloading associated PDFs 8m15s.
  • Tags can be assigned colors and positions in Zotero, and these tags are imported into Obsidian alongside the highlighted text and comments 9m30s.

Drafting and Linking Research in Obsidian

  • Obsidian’s outline feature, accessed via the expand button, allows users to navigate through document headings, while internal linking (using square brackets) connects the essay file to specific source files 11m30s.
  • By pinning the essay tab and opening source files in a split-screen view, users can drag and drop relevant points, images, and citations into their writing 12m30s.
  • The backlink and outgoing link panels in Obsidian help track the relationships between the essay and the various source documents 14m30s.
  • Splitting the essay file into two windows allows for simultaneous viewing of different sections, such as the introduction and the conclusion, without excessive scrolling 15m30s.

Finalizing and Exporting Academic Documents

  • To finalize a document for academic submission, the Pandoc plugin can be used to export Markdown files from Obsidian into Microsoft Word format 18m30s.
  • After exporting to Word, users can utilize Zotero’s Word integration to insert formal citations and generate a bibliography, ensuring the final document meets specific academic formatting requirements 20m0s.
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FAQ

Questions this
video answers.

Research in Obsidian is a workflow for keeping source material, notes, and drafts inside one vault. In this setup, Zotero stores the references and highlights, Obsidian imports that material into project files, and the essay draft stays linked to the original sources while you write.

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