Scientific research notes and project management with Obsidian: the slip-box method and beyond

Опубликовано: 19 Май 2026
на канале: Writing Scientist
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Second interview with Marly about her method of taking notes during her PhD research (slip-box / Zettelkasten method) and managing research and writing projects in Obsidian.
Since the first interview 2.5 years ago, Marly further developed her slip-box method of note-taking in Obsidian and added new elements for managing her projects. She is showing us all the advanced tricks that make her work even more efficient. She also describes how this system boosts her motivation and endurance for her PhD work.

If you are interested in the basics of the slip-box / Zettelkasten method of note taking and its implementation in Obsidian, check out our first interview:    • How to take notes for research: the slip-b...  

For links to useful advanced resources mentioned in this interview, see the accompanying blog article: https://writingscientist.com/slip-box2/

Timestamps:
00:00:00 Intro: Marly's approach to fine-tuning her note-taking system
00:04:30 Overview of Marly's note-taking system, different note types: fleeting notes, permanent notes, literature notes
00:10:09 YAML metadata (e.g. for automatized creation of overview tables)
00:15:00 Nested tags in Obsidian
00:15:17 Note templates
00:21:00 Weekly reviews
00:21:55 Dataview plugin: for automatized creation of overview tables
00:26:30 Marly's workflow for processing literature
00:29:25 Project management in Obsidian
00:29:58 Dashboard
00:30:33 Research journal
00:32:37 Yearly calendar
00:34:17 Writing garden (Kanban board)
00:38:47 Community plugins in Obsidian
00:41:41 More on Marly's project management in Obsidian: PhD plan as a Gantt chart, breakdown into projects and goals
00:47:50 Strategy for implementing an effective system of note-taking and project management
00:52:56 How does the Obsidian software work
00:54:53 Benefits of Marly's system for her writing, planning and scientific thinking
00:58:09 Canvas: How to use mindmapping in Obsidian to outline a future paper
01:04:00 Ooutlook: Marly's next step with Obsidian
01:06:40 Closing