My PKM System

Personal Knowledge Management

This note describes my complete system for capturing, organizing, and retrieving knowledge. It builds on the principles from How I Take Notes.

System Overview

graph TB
    subgraph Capture
        A[Inbox] --> B[Quick Notes]
    end
    
    subgraph Process
        B --> C[Refine]
        C --> D[Link]
    end
    
    subgraph Organize
        D --> E[Projects]
        D --> F[Areas]
        D --> G[Resources]
        D --> G[Archive]
    end
    
    subgraph Retrieve
        E --> H[Search]
        F --> H
        G --> H
        H --> I[Output]
    end

PARA Method

I use Tiago Forte’s PARA method:

  • Projects — Short-term efforts with deadlines
  • Areas — Long-term responsibilities
  • Resources — Topics of ongoing interest
  • Archive — Inactive items from above

Folder Structure

My Organization

📁 Vault
├── 📁 Inbox (unprocessed captures)
├── 📁 Projects
│   ├── 📁 Quartz Blog Setup
│   ├── 📁 Smart Home Automation
│   └── 📁 Photography Portfolio
├── 📁 Areas
│   ├── 📁 Health & Fitness
│   ├── 📁 Finance
│   └── 📁 Career
├── 📁 Resources
│   ├── 📁 Web Development
│   ├── 📁 Machine Learning
│   └── 📁 Psychology
└── 📁 Archive

Tags System

Tagging Strategy

Use tags for status and categories, not for linking.

Status Tags

TagMeaning
#status/seedNew, unprocessed
#status/buddingPartially developed
#status/evergreenFully refined
#status/archivedNo longer maintained

Content Tags

TagUse For
#type/conceptDefinitions and explanations
#type/processHow-to guides
#type/referenceFactual information
#type/insightPersonal observations

Example

This note is tagged: #type/reference #status/evergreen

Linking Strategy

Links > Tags

Tags are useful, but links create real knowledge connections.

# 1. Direct reference
See [[Web Development Basics]] for more.
 
# 2. With alias
The [[Book Notes - Thinking Fast and Slow|Kahneman book]] changed my perspective.
 
# 3. Section link
Check [[Healthy Habits#Sleep Hygiene]] for sleep tips.
 
# 4. Block reference (advanced)
> [!quote] "Important quote" ^quote1
> 
> Referencing [[Note#^quote1]] here.

Search Strategies

Finding Things

  1. Omnisearch — Full-text search across all notes
  2. Graph view — Visual exploration of connections
  3. Backlinks — See what references a note
  4. Tags — Filter by category or status
  5. Folders — Browse by area or project

Integration with Tools

My Tech Stack

Automation

# Example: Auto-tag new notes
triggers:
  - path: "inbox/"
    action: add_tag
    tag: "status/seed"
    
# Example: Link suggestions
features:
  - link_suggestions:
      enabled: true
      min_connections: 2

Review Process

Weekly Review

  • Process inbox (15 min)
  • Review new connections (10 min)
  • Update project notes (20 min)
  • Clean up tags (5 min)

Monthly Review

  • Review all “seed” notes
  • Promote developed notes to “evergreen”
  • Archive completed projects
  • Update note-taking process

Metrics

System Health

I track these metrics monthly:

MetricTargetCurrent
Notes created20/month25
Notes linked>80%85%
Evergreen notes10/month12
Graph density>2.02.3
Search success>90%92%

Warning Signs

  • Many unlinked notes
  • Lots of “seed” status notes
  • Low graph connectivity
  • Can’t find notes you know exist

Lessons Learned

Key Insights

  1. Start simple — Complexity emerges naturally
  2. Link aggressively — More links = more value
  3. Review regularly — Maintenance is essential
  4. Output matters — Use notes to create things
  5. Be patient — PKM compounds over time

Common Failures

  1. Over-engineering the system
  2. Spending more time organizing than using
  3. Not linking notes
  4. Abandoning the system after a few weeks

Inspiration

  • Zettelkasten method — How I Take Notes > The Zettelkasten Method
  • PARA method — Tiago Forte’s organizational framework
  • Building a Second Brain — Comprehensive PKM course
  • Evergreen notes — Andy Matuschak’s concept

See Also


*Tags: pkm knowledge-management obsidian productivity