a taxonomy of notes
The slipbox keeps semantic note types, but it does not need a separate template for every type. All notes share the same frontmatter schema, and every note is a flat .md file in the root. The type field describes what the note is; the Obsidian template only supplies a useful starting shape.
Four flexible templates cover the vault:
note.mdfor claims, questions, ideas, essays, and reflectionsitem.mdfor people, companies, places, projects, products, tools, and institutionssource.mdfor papers, books, articles, lectures, videos, podcasts, and conversationscollection.mdfor hubs, indexes, notebooks, reading lists, and topic collections
For example, a person and a company are both item notes. They use the same template and factual body shape even if their type values differ. Add a new semantic type when it helps retrieval; add a new template only when a genuinely new body shape is needed.
All notes move through four stages: rough, growing, evergreen, abandoned.
-
Working notes in Scratchpad
-
- the central form, one claim per note
- title: complete declarative sentence ("Memory is the load-bearing constraint of self-directed learning"), imperative ("Write notes for yourself by default"), or noun phrase for terms of art ("Gaussian integral")
- body: 2-5 paragraphs, first sentence restates title at one degree higher specificity, no preamble
- links: one outbound per 25-50 words of body, external links in
## Bibliographyonly - optional:
Q. / A.spaced-repetition pairs, bullet lists of related claims, block quotes in bibliography - use when: you have a single idea you can explain without mentioning the source
-
Idea note
- freeform working note for material that is not yet (and may never be) a single claim
- title: project name or noun phrase ("Agentic Port Of Sophia to Rust", "caveman-adhd combined skill")
- body: whatever shape the idea needs — long specs, prompt writeups, checklists, multi-section dumps, evolving designs
- no 2-5 paragraph rule, no one-claim rule; headings and unfinished sections are fine
- lifecycle: extract crystallised claims into evergreens; abandon when dead; keep as idea while it is still a living multi-claim design
- use when: AI prompt writeups, long-term project specs, multi-primitive system designs, anything too large or too fluid for an evergreen
-
Proper noun notes (weakly evergreen, accumulate facts rather than develop arguments)
-
Paper note (literature note)
- one note per academic work, the book gets shredded, the claims survive
- title: full academic citation ("Ramanujan, S. (1914). Modular Equations and Approximations to pi")
- body: bullet hierarchy only, no prose paragraphs
- first line: full citation with DOI/URL
- each top-level bullet is a claim, phrased as a forward link to an evergreen
- sub-bullets: qualifications, sub-claims, follow-on links
- use when: processing a paper, textbook chapter, or formal published source
-
Person note
- a hub for a single human being, exists primarily to be linked to
- title: the name, nothing else ("Richard Feynman", not "Notes on Feynman")
- body: bullet list of biographical facts and pointers, 5-20 lines
- affiliation, training, current role, distinctive concepts
- external links (site, Wikipedia, IMDB) inline in bullets
- quotes in blockquote form, attributed inline
- no paragraphs of prose
- if it gets long, refactor bullets into evergreen notes about the person's ideas
- use when: a person appears across 3+ evergreen notes and needs a hub
-
Company note (institution note)
- a hub for an organization, factual rather than argumentative
- title: the organization's preferred name ("Bell Labs", "Anthropic"), no tagline
- body: bullet list
- founding, mission, key people, key outputs
- bullets dated where possible (
[[YYYY-MM-DD]]) to prevent silent rot - external links inline
- one allowance for opinion: "Why X matters (dated)" section, explicitly dated and labeled
- use when: an organization appears across 3+ notes and needs a factual anchor
-
-
Question note
- what an evergreen becomes when the claim has not crystallized
- title: interrogative sentence ending in
?("Why did Plan 9 fail to displace Unix?") - body:
- opens with one-line rephrasing of the question or its stakes
- enumerates positions as bullets, each linking to an evergreen that argues that position
- hedged personal lean if one exists, labeled ("My current lean, weakly held:")
- closes with the most useful unresolved sub-question, not a resolution
- lifecycle: meant to be refactored into a declarative evergreen when evidence resolves
- use when: enough evidence to name the positions but not enough to commit
-
Letter note
- dated, long, reflective, closest form to a blog post
- title: ISO date prefix + topic phrase ("2026-05-23 Letter - On the shape of a corpus")
- body: long-form prose, sub-headings, full paragraphs, first-person voice, 1,000-4,000 words
- internal and external links coexist in body
- closes with a sign-off ("Until next month, Kris")
- use when: monthly reflection, plans, half-formed ideas, occasion-bound writing
-
Lecture note
- a note taken from a lecture, not an outline for giving one
- two coupled forms:
- master series note
- title: prefixed with
section-("section-feynman-messenger-lectures-1964") - body: one-paragraph orientation, then numbered list of individual lectures as links
- optional: cross-cutting notes section for claims that emerge across the series
- title: prefixed with
- individual lecture note
- title: lecturer, series shorthand, number, topic, date ("feynman-messenger-1-law-of-gravitation-1964-11-09")
- body: bullet hierarchy, lecturer's main moves in order
- sub-bullets: examples, equations, asides
- each claim worth extracting is a forward link to an evergreen stub
- no running prose
- optional:
← back to [[master-series-note]]link
- master series note
- use when: processing a lecture watched or attended, one note per lecture
- master series note created when 2+ lectures from the same source exist
Non-types
-
Scratchpad
- not a note type, a daily capture surface for ephemeral thoughts
- titled by date ("YYYY-MM-DD"), tagged
type: scratchpad - filtered out at build time, never reaches production
- ideas extracted into long-term places: films to watchlist, books to reading list, everything else into the appropriate type above
- see Scratchpad
-
Jottings (a state, not a type)
- raw capture that has not yet become a note
- has
status: roughand whichever type it will become - process within 48 hours or delete
- surviving longer than 48 hours is avoidance, not importance
-
Index / Map of Content (a view, not a type)
- curated link lists into topic clusters
- created reactively when 5-10 notes cluster around a topic
type: evergreenwhose content is a structured list of links- title is the topic ("Differential calculus")
Observations
- proper noun types (person, company, paper) are weakly evergreen: if you find yourself writing prose, it belongs in an evergreen note elsewhere
- dated types (letter, lecture) are not designed to survive their occasion
- only evergreen and question are argumentative; idea is constructive/speculative; the other five describe, record, list, or hub
- title style is the most reliable form-tell:
- declarative sentence -> evergreen
- project name / freeform noun phrase + multi-section body -> idea
- citation string -> paper
- bare name -> person
- sentence ending in
?-> question - ISO date prefix -> letter
section-prefix -> lecture- organization name -> company
How to choose
- single human being? -> person
- organization? -> company
- single published work? -> paper
- lecture watched or attended? -> lecture
- monthly update to audience? -> letter
- question you cannot yet answer? -> question
- claim you can state in one sharp sentence? -> evergreen
- long-term spec, prompt writeup, or multi-claim design still in motion? -> idea
- none of the above? -> write a sentence in your scratchpad and come back tomorrow