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Here's a detailed plan to set up your modular tag system in a fresh Obsidian install with a new vault, including a name suggestion and steps to build out your system effectively.
### Vault Name
Consider naming your vault something meaningful and relevant to its purpose. For example:
- `KnowledgeBase`
- `MindPalace`
- `NoteHub`
- `BrainArchive`
Let's go with `KnowledgeBase` for this guide.
### Step-by-Step Setup Guide
#### Step 1: Create a New Vault
1. Open Obsidian.
2. Click on "Create new vault."
3. Name your vault `KnowledgeBase`.
4. Choose a location for your vault and click "Create."
#### Step 2: Set Up Main Categories
1. Open a new note and title it `Main Categories`.
2. List the primary themes or categories:
```
#personal
#work
#research
#ideas
#projects
#learning
#hobbies
#reference
```
#### Step 3: Create Sub-tags
1. For each main category, create a note and list the sub-tags. For example, create a note titled `#personal` and add:
```
#personal/journal
#personal/goals
#personal/health
```
2. Repeat for other categories:
- **Work**: `#work/meetings`, `#work/tasks`, `#work/projects`
- **Research**: `#research/articles`, `#research/books`, `#research/experiments`
- **Ideas**: `#ideas/blog`, `#ideas/business`, `#ideas/creative`
- **Projects**: `#projects/001`, `#projects/002`, `#projects/003`
- **Learning**: `#learning/courses`, `#learning/books`, `#learning/notes`
- **Hobbies**: `#hobbies/travel`, `#hobbies/photography`, `#hobbies/cooking`
- **Reference**: `#reference/tools`, `#reference/resources`, `#reference/templates`
#### Step 4: Apply Descriptive Tags
1. Create a note titled `Descriptive Tags`.
2. List general tags:
```
#productivity
#finance
#marketing
#technology
#creativity
#psychology
#wellness
#education
#innovation
```
#### Step 5: Special Tags for Note Types or Status
1. Create a note titled `Special Tags`.
2. List tags for note types and status:
```
#type/meeting-notes
#type/book-summary
#type/article-review
#type/brainstorm
#status/to-do
#status/in-progress
#status/completed
#status/archived
```
#### Step 6: Use Nested Tags
1. Create notes for nested tags under relevant main categories.
2. Example for projects:
```
#projects/project1/task1
#projects/project1/task2
#projects/project2/phase1
#projects/project2/phase2
```
#### Step 7: Consistent Naming Conventions
1. Add a note titled `Naming Conventions`.
2. Describe your rules:
```
- Use lowercase letters.
- Use hyphens or underscores for spaces.
- Incorporate numbers for sequences or dates (e.g., #project/001, #idea/2023/05/22).
```
#### Step 8: Combine with Other Obsidian Features
1. Create a note titled `Using Tags with Other Features`.
2. Outline how to use tags with links, backlinks, queries, and the tag pane.
#### Step 9: Regular Review and Refinement
1. Set a periodic reminder (monthly, quarterly) to review and refine your tag system.
2. Adjust the hierarchy, merge similar tags, and remove unused ones as needed.
### Example Note
Create a sample note to illustrate how to use the tags:
```
# Meeting with John - Project Update
- Discussed progress on #projects/001
- Identified bottlenecks in #projects/001/task2
- Brainstormed ideas for improving #productivity
- Scheduled follow-up meeting for next week #2023/05/28
#type/meeting-notes #work/meetings #status/completed
```
### Summary of Starting Point Tags
#### Main Categories
- `#personal`
- `#work`
- `#research`
- `#ideas`
- `#projects`
- `#learning`
- `#hobbies`
- `#reference`
#### Sub-tags
- `#personal`
- `#personal/journal`
- `#personal/goals`
- `#personal/health`
- `#work`
- `#work/meetings`
- `#work/tasks`
- `#work/projects`
- `#research`
- `#research/articles`
- `#research/books`
- `#research/experiments`
- `#ideas`
- `#ideas/blog`
- `#ideas/business`
- `#ideas/creative`
- `#projects`
- `#projects/001`
- `#projects/002`
- `#projects/003`
- `#learning`
- `#learning/courses`
- `#learning/books`
- `#learning/notes`
- `#hobbies`
- `#hobbies/travel`
- `#hobbies/photography`
- `#hobbies/cooking`
- `#reference`
- `#reference/tools`
- `#reference/resources`
- `#reference/templates`
#### Descriptive Tags
- `#productivity`
- `#finance`
- `#marketing`
- `#technology`
- `#creativity`
- `#psychology`
- `#wellness`
- `#education`
- `#innovation`
#### Special Tags
- `#type`
- `#type/meeting-notes`
- `#type/book-summary`
- `#type/article-review`
- `#type/brainstorm`
- `#status`
- `#status/to-do`
- `#status/in-progress`
- `#status/completed`
- `#status/archived`
This setup will provide a robust, organized structure for your notes, making it easier to manage and navigate your knowledge base.
---
## Comprehensive Guide to Using a Modular Tag System in Obsidian
### Step 1: Identify Main Categories