How I Use Tags in Obsidian // EP 7 Mastering Obsidian

FromSergio

FromSergio

8 min, 43 sec

The video provides an in-depth understanding of how to use tags in Obsidian to manage notes effectively.

Summary

  • The purpose of the video is to help viewers decide if tags are beneficial for their use in Obsidian.
  • Tags group notes into themes, which can be status filters or types of notes, offering a way to categorize information.
  • Tags create an indirect connection between notes as opposed to the direct connection made by linking notes.
  • The video explains that tags are not necessary for everyone, particularly for those with smaller vaults of less than 100 notes.
  • Two use cases are given for tags: as a pre-map layer for organizing topics before they warrant a full map of content, and for easy searching of notes using multiple tags.

Chapter 1

Introduction to Tags in Obsidian

0:00 - 35 sec

The video begins with an introduction to tags in Obsidian and their potential benefits.

The video begins with an introduction to tags in Obsidian and their potential benefits.

  • The video aims to help viewers decide if tags are useful for them and to provide inspiration on tag usage.
  • Tags in Obsidian are a means of filtering the vault by grouping notes into common themes or status filters.
  • Themes for tags can be varied, such as 'inbox', 'ongoing', 'working', 'analyzing', 'finished', or by note type like 'MLC', 'evergreen', 'quotes', 'literature', 'philosophy', etc.

Chapter 2

Tagging vs Linking

0:35 - 26 sec

The segment explains the difference between tagging and linking notes in Obsidian.

The segment explains the difference between tagging and linking notes in Obsidian.

  • Linking notes creates a direct connection indicating that the notes have a specific relation.
  • Tagging notes, on the other hand, categorizes them under a specific theme without implying a direct relationship.
  • Tags function more like categories, simply indicating a relationship to a particular theme.

Chapter 3

When to Use Tags

1:01 - 29 sec

The video advises on the appropriate situations for using tags in Obsidian.

The video advises on the appropriate situations for using tags in Obsidian.

  • Tags are not a necessity for everyone, and their utility depends on the size of the user's vault.
  • For vaults with less than 100 notes, tags may not be substantially beneficial.
  • The video suggests that tags are more useful for those with larger, more complex vaults.

Chapter 4

Using Tags as a Pre-MOC Layer

1:30 - 1 min, 30 sec

The first use case demonstrates using tags as a preparatory step before creating a full map of content (MOC).

The first use case demonstrates using tags as a preparatory step before creating a full map of content (MOC).

  • As vaults grow, it becomes challenging to manage a large number of MOCs, especially for topics of transient interest.
  • Using tags as a pre-MOC layer allows for organization without prematurely creating a full MOC.
  • The video shows how to enable the tag pane in settings and use nested tags to create a structured tag system.

Chapter 5

Organizing Tags in Obsidian

3:00 - 1 min, 30 sec

The video demonstrates organizing tags within Obsidian for efficient note management.

The video demonstrates organizing tags within Obsidian for efficient note management.

  • The presenter explains how to enable the tag pane and demonstrates tagging notes within a specific theme such as photography.
  • Nested tags are used for organizing pre-MOC content, allowing for a more structured approach to tagging.
  • The graph view in Obsidian can be used to filter notes by tags, visually displaying the connections between tagged notes.

Chapter 6

Using Double Tags for Easy Searching

4:30 - 1 min, 51 sec

The second use case presented is the use of double tags for simplifying the search process.

The second use case presented is the use of double tags for simplifying the search process.

  • Double tags can be used to easily locate notes that fall under multiple categories, such as 'photography' and 'evergreen'.
  • The search function and graph view in Obsidian support searching by multiple tags, which is useful for large vaults.
  • Tagging notes consistently is key to making the search process efficient.

Chapter 7

Caution Against Over-Tagging

6:21 - 2 min, 21 sec

A warning is provided about the potential pitfalls of excessive tagging in Obsidian.

A warning is provided about the potential pitfalls of excessive tagging in Obsidian.

  • Users coming from traditional folder structures like Evernote may over-tag, which can lead to a cluttered vault.
  • Obsidian's support for nested tags can exacerbate this issue by tempting users to create complex tag hierarchies.
  • The presenter advises mindfulness to avoid turning tags into a folder-like structure.