Summary of "Obsidian Bases + Web Clipper 📝 The Perfect Research & Learning Pair"
Summary of “Obsidian Bases + Web Clipper 📝 The Perfect Research & Learning Pair”
This video by Callum (Wanderloots) explores how to efficiently capture, organize, and manage research and learning materials within Obsidian using the newly released Obsidian Bases core plugin combined with the Obsidian Web Clipper browser extension. The tutorial covers building a custom “sources base” for organizing various types of content, automating workflows, and enhancing note-taking systems.
Main Ideas and Concepts
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Information Overload & CODE Method The video begins by addressing the challenge of consuming vast amounts of information and introduces the CODE method — Capture, Organize, Distill, Express — as a framework for managing knowledge.
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Obsidian Bases Plugin
- A new core plugin in Obsidian that transforms notes into a database with custom structures and automatic indexing based on note properties.
- More beginner-friendly and interactive compared to DataView, allowing direct editing from within the base interface.
- Continuously supported and updated by Obsidian’s core team.
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Obsidian Web Clipper Extension
- A browser extension that automates capturing web content into Obsidian using customizable templates.
- Supports highlighting specific content, saving full pages, and dynamically populating note properties.
- Integrates seamlessly with Obsidian Bases for automatic organization.
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Building a Sources Base
- Step-by-step creation of a “sources” database inside Obsidian to track all captured research notes, articles, videos, AI chats, academic papers, etc.
- Use of properties (metadata fields) like
content type,tags,author,publish date,processedstatus, andcoverimage to filter and organize notes. - Filtering by properties allows dynamic views for different content types (e.g., articles, YouTube videos, AI chats).
- The
content typeproperty is emphasized as a global filter for easy organization across the vault.
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Templates in Web Clipper
- Custom templates use variables (e.g., title, URL, publish date, OG image) to format clipped content automatically.
- Templates are triggered by URL patterns, enabling different formats for articles, YouTube videos, AI chat transcripts, academic papers, etc.
- Highlighting mode allows selective capture of important excerpts with timestamps.
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Examples of Content Types
- Articles (blog posts, newsletters)
- YouTube videos (including clickable timestamps and full descriptions)
- AI chat conversations (Perplexity, Notebook LM, ChatGPT, Google Gemini, Claude)
- Academic research (Consensus.app, PDFs managed via Zotero integration)
- Books (using Goodreads data, including cover images and ratings)
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Advanced Tips and Features
- Using formulas to add dynamic properties like star ratings for books.
- Checkbox properties for tracking reading or processing status.
- Creating multiple views within a base for different content types, each with customized filters and displayed properties.
- Using selectors in templates to extract specific page elements (e.g., H1 titles for Notebook LM chats).
- Linking external images directly via URLs for covers instead of storing images internally.
- Integration with Zotero for managing academic PDFs and literature notes.
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Comparison to DataView
- Bases is simpler and more interactive but less complex than DataView.
- Recommended for beginners or those who want a more visual and interactive database experience.
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Additional Resources
- Callum has a playlist of videos on Obsidian Bases covering installation, card views, project management (using Agile methods), and AI-assisted project planning.
- Templates built in the video are made available to YouTube members.
- References to Obsidian’s official documentation for Bases syntax and features.
- Encouragement to check out related videos on Zotero integration and AI learning.
Methodology / Instructions for Building a Sources Base with Obsidian Bases and Web Clipper
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Update Obsidian to Version 1.9.10 or Higher
- Enable the Bases core plugin via settings.
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Create a New Base
- Use the command palette (
Cmd/Ctrl + P) to create a new base called “sources.”
- Use the command palette (
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Understand Base Views and Filters
- Use global filters to include only notes with specific properties (e.g.,
content type). - Create multiple views (table, card) with filters for different content types (articles, YouTube, AI chats).
- Use global filters to include only notes with specific properties (e.g.,
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Set Up Properties in Notes
- Add YAML frontmatter properties like
content type,tags,author,publish date,processed(checkbox), andcover(image URL). - Use these properties to filter and organize notes automatically.
- Add YAML frontmatter properties like
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Install and Configure Obsidian Web Clipper
- Install the extension for your browser (Chrome, etc.).
- Link it to your Obsidian vault by matching vault names.
- Configure save behavior (create new note, add to daily note, overwrite, etc.).
- Enable highlight mode to clip selected text with timestamps.
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Create and Customize Web Clipper Templates
- Define templates for different content types using variables (e.g.,
{title},{url},{publishDate},{ogImage}). - Set folder paths for notes (e.g.,
sources/clippings/article,sources/clippings/youtube). - Use template triggers (URL patterns) to auto-select templates based on the website being clipped.
- Define templates for different content types using variables (e.g.,
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Capture Content Using Web Clipper
- Clip articles, videos, AI chats, academic papers, etc.
- Highlights and full page content can be saved together for context.
- Notes auto-populate properties and are organized in the sources base.
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Manage and Organize Content in Obsidian Bases
- Use different views to see all sources or filter by content type.
- Customize displayed properties and card views (e.g., show cover images, publish dates).
- Use checkboxes to track processing status.
- Add formulas for visual enhancements (e.g., star ratings).
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Advanced Integrations
- Use Zotero integration for academic PDFs and literature notes.
- Modify templates to improve note titles and metadata extraction (e.g., using CSS selectors).
- Use AI tools and APIs for enhanced web page interpretation (planned for future videos).
Speakers / Sources Featured
- Callum (Wanderloots) — Main presenter and creator of the video content.
Mentioned Tools and Services
- Obsidian (software)
- Obsidian Bases (core plugin)
- Obsidian Web Clipper (browser extension)
- Zotero (reference manager)
- Perplexity, ChatGPT, Google Gemini, Claude, Notebook LM, Consensus.app (AI and research tools)
Conclusion
The video demonstrates a powerful workflow combining Obsidian Bases and the Web Clipper extension to automate capturing and organizing research materials in a highly customizable and scalable way. By using properties and templates, users can build a dynamic, searchable, and visually rich knowledge base that integrates various content types — from articles and videos to AI chats and academic papers — all within Obsidian. This approach simplifies information overload and supports efficient knowledge management for researchers, learners, and knowledge workers.
If you want to dive deeper, check out Callum’s related video series on Obsidian Bases and his membership for access to templates and further resources.
Category
Educational
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