Claude Code + Obsidian: A new kind of literature review


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Claude Code + Obsidian

Dear Scholar,

If you have opened social media in the last couple of weeks, you probably could not escape the countless "Claude + Obsidian" posts, promising an "AI second brain".

It started with a post by Andrej Karpathy, one of the founders of OpenAI (ChatGPT), who described a system for using AI with local files and Obsidian. From there, people quickly created all kinds of systems to manage local files with AI.

The idea: store everything you know, read and think about locally (using Obsidian), then use a large language model (Claude Code or Cowork) to process and synthesise these files. (Don't know what Obsidian is, start here).

The promise: Instead of uploading a few files to AI, you can now work with an unlimited number of files. Imagine being able to synthesise ideas from 100s of PDFs and your notes, from years of research. The idea is called "File over app".

The problem: You can't just tell AI to read all your files. Giving more context to an AI model leads to so-called "context rot", making replies worse. Just like a human who gets overwhelmed with too much content.

The solution: ...is somewhat complicated; you have to create documentation for your AI and have it operate in small, concise steps that do as little as necessary to maintain a clean context while still getting the job done.

That is where Claude Code comes in. Claude Code is such a system which can work with large "piles" of content. It is built on the premise of an AI agent (i.e., an AI that solves a problem in multiple steps rather than answers a question), has access to your local files, and offers many ways to control what happens inside this machine. It is a remarkable system, but it takes a little time to learn.

The real problem: Last week, Debby posted in the EA Community that she had installed the system but was curious about what types of prompts to use. And I think this question sums up the real problem: The technology is there, but nobody knows how to actually use it effectively. Almost all use cases aim towards doing things faster, chatting with files, renaming them, nothing we couldn't do before.

I hope to change that in these next tutorials (thanks, Debby!) and at least present some new ideas. In this week's tutorial, however, we start with the basics. Next week, we're gonna explore more in depth.

Summary: The tutorial answers fundamental questions about Claude code: What it is, why it differs from ChatGPT, how to use it for academic work, how to set it up locally, and how to load so-called skills to extend its capabilities. It is the first part of a series on Claude Code for Academics.
I also argue that the biggest problem right now is not technology itself, but a lack of clarity about how we can practically use it (most online examples tell you how to use it, not what to do with it, and most are quite trivial).

AI Writing Webinar Last Week

Last week's AI writing webinar has concluded, and I am touched by the numerous good reviews it received. It has been a lot of work to prepare, then edit, process, and annotate the recording. But it is now done, and if you had a ticket, you should have received an email by now. The recording is highly annotated and split into sections to make going through the material quick and easy.

You can grab the recording on its own for a little while longer.

» All Infos on Writing With AI Webinar

This seminar was fantastic! Ilya is at the forefront of AI research workflows and ethical use. In a space that changes rapidly, Ilya's processes and research management structures provide a clear roadmap. I now feel much better equipped to critically think about and effectively integrate AI tools throughout my research.
Prof. Nigel Andrew
Ilya has created an outstanding resource for academics. It is comprehensive, well organised, and easy to understand. I would highly recommend it to anyone looking to publish their research.
Assistant Prof. Neil Meigh
Ilya truly hits the nail on the head when it comes to the effective and responsible use of AI in academia.
I attended the workshop hoping to learn how to better organize my literature and make the academic writing process more efficient using AI, and it exceeded my expectations!
The seminar was highly informative and provided far more insights than I anticipated. I left with a range of practical ideas and tools that I can immediately apply.
PhD Student, Lisa Wolf
I have worked in academia for 29 years and it has been a while since I worked on a manuscript from start to finish. I joined the Academic Writing with AI because I wanted to learn what new methods of working on a paper are available to academics.
Ilya's courses are chock filled with information. He shows you all his tips and shortcuts for writing AI prompts and explains how they work. It was really helpful to see the examples he provided. I would highly recommend taking this course if you want to reduce the time it takes to prepare a manuscript.
Dr. Frances Aranda, Senior Research Specialist

What did you think of this week's content (Claude + Obsidian)?

If you liked this post, the next weeks will be even more interesting to you.

Wishing you a wonderful weekend,

Ilya Shabanov, The Effortless Academic

The Effortless Academic is a community, newsletter and learning place for the modern academic, where you can learn to leverage academic tools, digital note-taking strategies and AI for a stress-free, successful career.

If you're ready to dive in, start with the foundation of Digital Note Taking to remember and synthesise ideas, the AI Lit Review Course to learn about recent (AI) tools for finding, reading and skimming relevant academic papers, or the AI writing and publishing courses to effectively publish your ideas.

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The Effortless Academic

Literature Review Tools, Note-Taking Strategies and AI tutorials for the modern academic. Publish more with less effort and supercharge your career.

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