Crown Prep Clinical Reference in Obsidian

Build a linked crown preparation reference vault in Obsidian.

Introduction

30 Second Summary

Crown preparation is one of those procedures where the theory sounds simple until you are standing at the phantom head trying to remember whether zirconia needs a chamfer or a shoulder. The clinical details are scattered across lecture slides, textbooks, and half-remembered demos.

In this project, you will build a structured clinical reference system in Obsidian that organizes crown preparation knowledge into decision-ready formats you can pull up before any practical session.

What You'll Build

A portable Obsidian vault containing interlinked Markdown files that connect material selection to preparation geometry, with reusable templates for self-assessment.

By the end of this project, you'll have:

A material selection decision matrix that maps clinical scenarios to crown materials and the specific preparation geometry each material demands.
A step-by-step preparation protocol covering each phase from assessment through provisionalization, with material-specific dimensions at every step.
A reusable self-assessment checklist template for evaluating your own crown preparations during preclinical practicals.
Secret Mission: case-based decision scenarios that link back to your matrix and protocol using Obsidian internal links.

Are there any prerequisites?

None. This project includes setup for everything you need. You just need a Mac with Obsidian installed. The clinical content is included in the project steps, so you can build the reference even if you have not yet started your crown preparation lectures.

Set Up Your Vault and File Structure

To build a clinical reference you can actually use, the information needs structure. Random notes scattered across folders won't help you before a practical.

In this step, you will create a dedicated Obsidian vault and set up four reference files with an index page that links them together. This gives you a navigable system from day one.

In this step, get ready to:

Create a new Obsidian vault for your crown preparation reference.
Create four notes that will hold your reference content.
Build an index page with internal links and a quick reference table.

Create a new vault

A vault is a folder on your Mac where Obsidian stores all your notes and settings. You will create one vault dedicated entirely to crown preparation.

In Obsidian, find the section labelled Create new vault and click Create.
In the Vault name field, type Crown-Prep-Reference.
Click Browse and select your Documents folder.
Click Create.

Obsidian opens your new vault. You should see an empty file explorer in the left sidebar.

What is a vault?

An Obsidian vault is just a regular folder on your file system. All your notes are stored as plain Markdown files inside it. You can open this folder in Finder, back it up to iCloud, or sync it with Git.

Create the file structure

You need four notes: an index page and one file for each reference document. The numbered prefixes keep them in a logical order in the sidebar.

Press Cmd+N (macOS) or Ctrl+N (Windows) to create a new note.
Type 00-index as the note title and press Enter.
Press Cmd+N again and name the new note 01-material-selection-matrix.
Press Cmd+N again and name the new note 02-preparation-protocol.
Press Cmd+N again and name the new note 03-self-assessment-checklist.

Check the left sidebar. You should see all four notes listed in alphabetical order.

Don't see all four notes?

Make sure you created each note inside the same vault. If a note landed in a different vault or folder, drag it into the file explorer sidebar.

Also confirm you typed the names without the .md extension. Obsidian adds that automatically.

help me find my missing notes in Obsidian

Set up the index page

The index page is your landing page. It links to each reference document so you can navigate with a single click, and includes a quick-reference table for the most common preparation parameters.

Click on 00-index in the sidebar to open it.
Delete any placeholder text, then paste the following content into the note:

# Crown Preparation Clinical Reference

Personal reference system for crown preparation procedures and material selection.

## Contents

- [[01-material-selection-matrix]] - Material choices and preparation geometry
- [[02-preparation-protocol]] - Step-by-step clinical procedure
- [[03-self-assessment-checklist]] - Practical evaluation template

## Quick Reference

| Material | Occlusal | Axial | Finish Line |
|----------|----------|-------|-------------|
| Monolithic Zirconia | 1.0-1.5 mm | 0.5-1.0 mm | Deep chamfer |
| Lithium Disilicate | 1.5-2.0 mm | 1.0-1.5 mm | Rounded shoulder |
| PFM | 1.5-2.0 mm | 1.0-1.5 mm | Shoulder (facial) / Chamfer (lingual) |
| Full Gold | 1.0-1.5 mm | 0.5-0.8 mm | Chamfer |

---

Last updated: 2026-07-05

What does this content do?

The [[double bracket]] syntax creates internal links in Obsidian. Clicking one of these links opens the corresponding note instantly.

The Markdown table gives you at-a-glance preparation parameters for each material type. You will fill in the details behind these numbers in the next step.

Switch to Reading view by clicking the book icon in the top-right corner of the editor (or press Cmd+E).
Click one of the [[links]] in the Contents section. Obsidian should navigate you to that note.

You should see the table rendered with clean rows and columns, and each link in the Contents section should be clickable.

Links showing as plain text?

Make sure you are in Reading view, not Source mode. In Source mode, links appear as raw text with brackets.

If clicking a link shows a "page not found" message, double-check that the note names match exactly. 01-material-selection-matrix must be spelled identically in both the link and the note title.

help me fix broken internal links in Obsidian

✔️ Awesome, I've got everything!

Great. Make sure your index page is saved (Obsidian saves automatically, so you should be good).

ⓧ I'd like to double check the full code

Here is the complete content for 00-index.md. Compare it against what you have in your note:

# Crown Preparation Clinical Reference

Personal reference system for crown preparation procedures and material selection.

## Contents

- [[01-material-selection-matrix]] - Material choices and preparation geometry
- [[02-preparation-protocol]] - Step-by-step clinical procedure
- [[03-self-assessment-checklist]] - Practical evaluation template

## Quick Reference

| Material | Occlusal | Axial | Finish Line |
|----------|----------|-------|-------------|
| Monolithic Zirconia | 1.0-1.5 mm | 0.5-1.0 mm | Deep chamfer |
| Lithium Disilicate | 1.5-2.0 mm | 1.0-1.5 mm | Rounded shoulder |
| PFM | 1.5-2.0 mm | 1.0-1.5 mm | Shoulder (facial) / Chamfer (lingual) |
| Full Gold | 1.0-1.5 mm | 0.5-0.8 mm | Chamfer |

---

Last updated: 2026-07-05

Your vault structure is ready. Next up, you will fill in the material selection decision matrix with the clinical parameters that drive every preparation decision.

Build the Material Selection Decision Matrix

Your vault structure is ready with four notes linked from a central index page. Now it is time to fill those notes with clinical knowledge.

The core principle of crown preparation is that the material drives the geometry. Different materials demand different reduction depths, finish line designs, and convergence angles. In this step, you will build a reference matrix that maps clinical scenarios to the correct material choice and its specific preparation parameters.

In this step, get ready to:

Document the clinical factors that drive material selection.
Create a parameters table covering four crown materials.
Add rationale callouts and a decision flowchart.

Add the decision factors section

Before choosing a material, you need to evaluate the clinical situation. Seven key factors determine which material is appropriate for a given tooth.

Open 01-material-selection-matrix.md in your vault by clicking it in the sidebar.
Paste the following content into the empty note:

# Material Selection Decision Matrix

## Decision Factors

When selecting a crown material, evaluate these clinical factors:

1. **Tooth location** - Anterior (aesthetic zone) vs. posterior (load-bearing)
2. **Aesthetic demand** - Patient expectations, smile line height, shade matching needs
3. **Occlusal load** - Normal function vs. heavy mastication vs. parafunction
4. **Bruxism** - Confirmed grinding/clenching (consider wear on opposing dentition)
5. **Remaining tooth structure** - How much can be conserved? Ferrule availability?
6. **Opposing dentition** - Natural tooth, ceramic, metal (wear considerations)
7. **Margin visibility** - Subgingival vs. equigingival placement needs

What does this section do?

These seven factors are the clinical inputs to your material decision. Tooth location determines aesthetic requirements. Occlusal load and bruxism determine strength requirements. Remaining tooth structure determines how conservative you need to be.

Every crown preparation starts by evaluating these factors before touching a bur.

Switch to Reading View by pressing Cmd+E to confirm the numbered list renders with bold factor names.

Seeing raw Markdown instead of formatted text?

Make sure you pressed Cmd+E to toggle into Reading View. If the bold text is not rendering, check that you have double asterisks on both sides of each factor name (e.g. **Tooth location**).

Help me fix my Markdown formatting in Obsidian.

Create the preparation parameters table

Each material demands specific reduction depths, finish line designs, and convergence angles. A single table lets you compare all four materials at a glance during study or before a practical.

Switch back to Editing View by pressing Cmd+E again.
Place your cursor at the end of the Decision Factors section and add the following below it:


## Preparation Parameters by Material

| Parameter | Monolithic Zirconia | Lithium Disilicate (e.max) | PFM | Full Gold |
|-----------|--------------------|-----------------------------|-----|-----------|
| Occlusal reduction | 1.0-1.5 mm | 1.5-2.0 mm | 1.5-2.0 mm | 1.0-1.5 mm |
| Axial reduction | 0.5-1.0 mm | 1.0-1.5 mm | 1.0-1.5 mm | 0.5-0.8 mm |
| Finish line type | Deep chamfer | Rounded shoulder | Shoulder (facial) + Chamfer (lingual) | Chamfer |
| Finish line width | 0.3-0.5 mm | 1.0 mm minimum | 1.0 mm (shoulder) / 0.5 mm (chamfer) | 0.5 mm |
| Total occlusal convergence | 6-12 degrees | 6-12 degrees | 6-12 degrees | 6-12 degrees |
| Internal angles | Smooth, rounded | Smooth planes | Rounded | Rounded |
| Indications | Posterior, high load, bruxism, minimal space | Anterior aesthetic, moderate load | Posterior with aesthetic demand, long-span | Posterior, bruxism, minimal clearance |

What does this table capture?

Each row is a preparation parameter you control during the procedure. Each column is a material option. The key insight is that more brittle materials (lithium disilicate) need more reduction for bulk strength, while stronger materials (zirconia, gold) allow more conservative preparations.

Total occlusal convergence (6-12 degrees) is the same across all materials because it relates to retention mechanics, not material strength.

Press Cmd+E to switch to Reading View.
You should see a formatted table with column headers for each material and seven parameter rows with specific measurements.

Table not rendering correctly?

Markdown tables are sensitive to pipe alignment. Make sure every row has the same number of pipe characters (|) and that the separator row (with dashes) sits directly below the header row with no blank line between them.

Help me fix my Markdown table formatting in Obsidian.

Add rationale callouts and a decision flowchart

Numbers alone are hard to remember. Explaining WHY each material demands its specific geometry helps you reason through unfamiliar cases rather than just memorising values.

Switch back to Editing View (Cmd+E).
Below the parameters table, add these material rationale callouts:


## Why Geometry Differs by Material

> [!note] Lithium Disilicate - More Reduction Needed
> Lithium disilicate is a glass-ceramic with excellent translucency but lower flexural strength than zirconia. It needs adequate bulk (minimum 1.0-1.5 mm) to resist fracture under load. Insufficient reduction leads to a thin crown that cracks.

> [!note] Monolithic Zirconia - Conservative Prep Possible
> Zirconia has very high flexural strength, allowing thinner restorations. This means less tooth structure removal. However, reduced translucency means it is best suited for posterior teeth where aesthetics are less critical.

> [!note] PFM - Dual Space Requirement
> PFM crowns need space for both the metal coping AND the porcelain veneer layered over it. The facial surface needs a shoulder to provide room for porcelain thickness and aesthetic emergence. The lingual can be a chamfer where only metal is present.

> [!note] Full Gold - Most Conservative
> Gold alloys can be cast extremely thin and still maintain strength. This allows the most conservative preparation of all materials. Ideal where aesthetics are not a concern and tooth preservation is the priority.

What is Obsidian callout syntax?

The > [!note] syntax creates a styled callout box in Obsidian. The word after ! sets the callout type (note, tip, warning, etc.), and the text after it on the same line becomes the callout title. Lines below starting with > are the callout body.

Now add the decision flowchart and cross-reference link below the callouts:


## Decision Flowchart (Text Form)

**Is the tooth in the aesthetic zone?**
- YES: Is there high occlusal load or bruxism?
  - YES: Consider monolithic zirconia (accept aesthetic compromise) or PFM
  - NO: Lithium disilicate (best translucency and colour match)
- NO (posterior): Is the patient a bruxer?
  - YES: Full gold (kindest to opposing tooth) or monolithic zirconia (if patient refuses gold)
  - NO: Is there limited interocclusal space?
    - YES: Monolithic zirconia or full gold (thinnest restorations possible)
    - NO: Any material appropriate based on patient preference and budget

---

See also: [[02-preparation-protocol]] for step-by-step procedure

What does the flowchart do?

The flowchart gives you a quick decision path. Start at the top question and follow the branches. It mirrors how you should think through material selection clinically: aesthetic zone first, then load and parafunction, then space constraints.

The [[02-preparation-protocol]] link at the bottom creates an internal link in Obsidian. Once you fill in that note in the next step, clicking this link will take you directly there.

Press Cmd+E to switch to Reading View.
You should see four styled callout boxes (each with a title and explanation), a nested bullet flowchart, and a clickable link to the preparation protocol at the bottom.

Callout boxes not appearing?

Make sure the callout syntax starts with > [!note] on its own line, with no space before the >. Each continuation line of the callout body must also start with > followed by a space. A blank line without > ends the callout.

Help me fix my Obsidian callout syntax.

✔️ Awesome, I've got everything!

Double check you have all four sections visible in Reading View: Decision Factors, Preparation Parameters table, Why Geometry Differs callouts, and the Decision Flowchart.

ⓧ I'd like to double check the full code

# Material Selection Decision Matrix

## Decision Factors

When selecting a crown material, evaluate these clinical factors:

1. **Tooth location** - Anterior (aesthetic zone) vs. posterior (load-bearing)
2. **Aesthetic demand** - Patient expectations, smile line height, shade matching needs
3. **Occlusal load** - Normal function vs. heavy mastication vs. parafunction
4. **Bruxism** - Confirmed grinding/clenching (consider wear on opposing dentition)
5. **Remaining tooth structure** - How much can be conserved? Ferrule availability?
6. **Opposing dentition** - Natural tooth, ceramic, metal (wear considerations)
7. **Margin visibility** - Subgingival vs. equigingival placement needs

## Preparation Parameters by Material

| Parameter | Monolithic Zirconia | Lithium Disilicate (e.max) | PFM | Full Gold |
|-----------|--------------------|-----------------------------|-----|-----------|
| Occlusal reduction | 1.0-1.5 mm | 1.5-2.0 mm | 1.5-2.0 mm | 1.0-1.5 mm |
| Axial reduction | 0.5-1.0 mm | 1.0-1.5 mm | 1.0-1.5 mm | 0.5-0.8 mm |
| Finish line type | Deep chamfer | Rounded shoulder | Shoulder (facial) + Chamfer (lingual) | Chamfer |
| Finish line width | 0.3-0.5 mm | 1.0 mm minimum | 1.0 mm (shoulder) / 0.5 mm (chamfer) | 0.5 mm |
| Total occlusal convergence | 6-12 degrees | 6-12 degrees | 6-12 degrees | 6-12 degrees |
| Internal angles | Smooth, rounded | Smooth planes | Rounded | Rounded |
| Indications | Posterior, high load, bruxism, minimal space | Anterior aesthetic, moderate load | Posterior with aesthetic demand, long-span | Posterior, bruxism, minimal clearance |

## Why Geometry Differs by Material

> [!note] Lithium Disilicate - More Reduction Needed
> Lithium disilicate is a glass-ceramic with excellent translucency but lower flexural strength than zirconia. It needs adequate bulk (minimum 1.0-1.5 mm) to resist fracture under load. Insufficient reduction leads to a thin crown that cracks.

> [!note] Monolithic Zirconia - Conservative Prep Possible
> Zirconia has very high flexural strength, allowing thinner restorations. This means less tooth structure removal. However, reduced translucency means it is best suited for posterior teeth where aesthetics are less critical.

> [!note] PFM - Dual Space Requirement
> PFM crowns need space for both the metal coping AND the porcelain veneer layered over it. The facial surface needs a shoulder to provide room for porcelain thickness and aesthetic emergence. The lingual can be a chamfer where only metal is present.

> [!note] Full Gold - Most Conservative
> Gold alloys can be cast extremely thin and still maintain strength. This allows the most conservative preparation of all materials. Ideal where aesthetics are not a concern and tooth preservation is the priority.

## Decision Flowchart (Text Form)

**Is the tooth in the aesthetic zone?**
- YES: Is there high occlusal load or bruxism?
  - YES: Consider monolithic zirconia (accept aesthetic compromise) or PFM
  - NO: Lithium disilicate (best translucency and colour match)
- NO (posterior): Is the patient a bruxer?
  - YES: Full gold (kindest to opposing tooth) or monolithic zirconia (if patient refuses gold)
  - NO: Is there limited interocclusal space?
    - YES: Monolithic zirconia or full gold (thinnest restorations possible)
    - NO: Any material appropriate based on patient preference and budget

---

See also: [[02-preparation-protocol]] for step-by-step procedure

Your decision matrix is complete. You now have a single page that connects clinical scenarios to material choices and their exact preparation dimensions. Next up, you will build the step-by-step preparation protocol that turns these parameters into a sequenced clinical procedure.

Write the Preparation Protocol

Your material selection matrix gives you the what of crown preparation. Now you need the how. A preparation protocol organizes the clinical procedure into a repeatable sequence so you can follow it step by step during practicals.

In this step, you will document the full clinical procedure from pre-operative assessment through provisionalization. Each preparation step will reference specific dimensions per material, linking back to the matrix you already built.

In this step, get ready to:

Write the pre-operative assessment phase with a restorability checklist.
Document the six-step tooth preparation sequence with dimensions, common errors, and verification methods.
Add the post-preparation phase covering impression and provisionalization.

Write the pre-operative assessment phase

Before any bur touches tooth structure, you need a systematic assessment. This phase ensures the tooth is restorable and captures the records needed for material selection and shade matching.

Switch to 02-preparation-protocol.md in your vault sidebar.
Add the file heading and the entire Phase 1 content by pasting the following:

# Crown Preparation Protocol

Step-by-step clinical procedure from assessment through provisionalization.

## Phase 1: Pre-Operative Assessment

### Radiographic evaluation
- Periapical radiograph: assess root length, apical pathology, PDL space
- Evaluate pulp chamber size and proximity to surface
- Check for existing restorations, posts, or root canal treatment
- Assess periodontal support (bone levels, furcation involvement)

### Restorability checklist

- [ ] Can a clean 360-degree margin be created?
- [ ] Is there adequate axial height for resistance form (minimum 3-4 mm)?
- [ ] Is the ferrule adequate (minimum 1.5-2 mm of sound tooth structure above the margin)?
- [ ] Is a core buildup needed before preparation?
- [ ] Does the tooth require endodontic treatment first?
- [ ] Is crown lengthening or orthodontic extrusion needed?

### Pre-operative records
- Select shade BEFORE preparation (dehydration changes appearance)
- Take pre-operative photographs
- Record existing occlusal contacts
- Choose material based on decision matrix: [[01-material-selection-matrix]]

What does this content do?

The radiographic evaluation section prompts you to check all the subsurface factors (pulp, roots, bone) that could change your treatment plan before you start cutting.

The restorability checklist uses Obsidian checkboxes so you can tick each item off during clinical assessment. The ferrule minimum of 1.5-2 mm is the accepted standard for post-endodontic teeth.

The [[01-material-selection-matrix]] link at the end connects this protocol directly to your decision matrix. Clicking it in Obsidian jumps you straight to the material parameters.

Switch to reading view by pressing Cmd+E to preview your content.
You should see the heading, bullet lists, and the restorability checklist rendered with clickable checkboxes.
Click the [[01-material-selection-matrix]] link to confirm it navigates to your material matrix page.

Link not working?

Make sure the text inside the double brackets matches the filename exactly: 01-material-selection-matrix (no .md extension needed). Obsidian internal links are case-sensitive.

help me fix my Obsidian internal link to the material selection matrix

Document the tooth preparation sequence

Phase 2 is the core of your protocol. It breaks the preparation into six sequential steps, each with a specific action, target dimensions, a common error to avoid, and a verification method.

Switch back to editing view (Cmd+E).
Place your cursor at the end of the file and add a blank line after the Phase 1 content.
Add the Phase 2 heading and the first two preparation steps (depth guides and occlusal reduction) by pasting this below:

## Phase 2: Tooth Preparation

### Step 1: Occlusal Depth Guides

**Action:** Place depth-orientation grooves on the occlusal surface using a round-end tapered diamond bur.

- Create 2-3 grooves following the anatomical inclines of the cusps
- Depth: per material selection (see [[01-material-selection-matrix]])
- Purpose: establish a controlled, uniform reduction depth before bulk removal

**Common error:** Placing grooves on a flat plane instead of following cusp anatomy. This leads to under-reduction on cusp tips and over-reduction in fossae.

**Verification:** Measure groove depth with a periodontal probe.

### Step 2: Occlusal Reduction

**Action:** Remove tooth structure between the depth guides, maintaining anatomical cusp form.

- Follow the two-plane anatomy (functional and non-functional cusp inclines)
- Maintain cusp morphology in the preparation (not a flat table)
- For functional cusps: add a 1.0 mm bevel for extra material thickness

**Common error:** Creating a flat occlusal table. This sacrifices material thickness at cusp tips and wastes tooth structure in fossae.

**Verification:** Use a putty index (made from pre-op impression) or bite registration material to confirm uniform clearance. A periodontal probe laid across should show even space.

Why depth guides before bulk reduction?

Depth guides give you a controlled reference point. Without them, it is easy to remove too much tooth structure in one area and too little in another. The grooves act like depth stops that you then connect by removing the ridges between them.

The verification methods (periodontal probe, putty index) are what you will actually use in practicals to confirm your reduction is adequate.

Continue building out Phase 2 by adding the axial reduction steps below your existing content:

### Step 3: Axial Reduction - Facial

**Action:** Reduce the facial surface in two planes to follow the tooth's natural contour.

- First plane: gingival third to height of contour (follows emergence profile)
- Second plane: height of contour to occlusal (follows anatomical convexity)
- Two-plane reduction prevents over-contouring of the final crown

**Common error:** Single-plane (flat) axial reduction creates excessive removal near the gingiva and insufficient removal at the height of contour. Labs then over-contour the crown facially.

**Verification:** Visually confirm two distinct planes. Check reduction is uniform with putty index.

### Step 4: Axial Reduction - Lingual and Proximal

**Action:** Reduce lingual and proximal surfaces, break proximal contacts.

- Lingual: follow anatomical form (cingulum for anteriors, cusp anatomy for posteriors)
- Proximal: break contact without damaging adjacent tooth. Use thin tapered diamond
- Maintain a protective lip of enamel proximally until contacts are safely cleared

**Common error:** Gouging the adjacent tooth during proximal reduction. Use a metal matrix strip to protect the neighbour if needed.

**Verification:** Pass dental floss through the proximal space to confirm clearance. Visually inspect adjacent tooth for damage.

Why two-plane facial reduction?

A single flat plane on the facial surface forces the lab to add bulk at the height of contour to recreate the tooth's natural convexity. This over-contours the crown and makes it look bulbous. Two planes follow the tooth's natural shape so the crown emerges naturally from the gingiva.

Add the final two preparation steps (margin design and final evaluation) below your axial reduction content:

### Step 5: Margin Design and Finishing

**Action:** Create the finish line appropriate for the selected material.

- Position: equigingival or slightly subgingival (0.5 mm) in aesthetic zones; supragingival where possible (healthier for tissues, easier to scan)
- Width: per material (see [[01-material-selection-matrix]])
- Use fine-grit diamond or dedicated margin finishing bur
- Ensure finish line is continuous, smooth, and clearly defined 360 degrees

**Finish line by material:**
| Material | Finish Line | Bur Shape |
|----------|-------------|-----------|
| Monolithic Zirconia | Deep chamfer | Round-end taper |
| Lithium Disilicate | Rounded shoulder | Flat-end taper |
| PFM (facial) | Shoulder | Flat-end taper |
| PFM (lingual) | Chamfer | Round-end taper |
| Full Gold | Chamfer | Round-end taper |

**Common error:** Irregular or feathered margin. If the explorer catches at any point along the finish line, the technician cannot accurately read the margin. This leads to poor fit or remake.

**Verification:** Run an explorer along the entire finish line. It should glide smoothly without catching. Check with magnification if available.

### Step 6: Final Evaluation

**Action:** Inspect the completed preparation before proceeding to impression.

- Check total occlusal convergence: 6-12 degrees (use visual assessment or digital scan analysis)
- Confirm no undercuts (check with path of draw in mind)
- Round all internal line angles (sharp angles create stress concentrations in ceramic restorations)
- Smooth all surfaces (remove bur marks with fine-grit diamond or polishing bur)
- Re-check reduction adequacy with putty index

**Use your checklist:** [[03-self-assessment-checklist]]

What does the finish line table add?

The table in Step 5 gives you a quick lookup for which bur shape produces which finish line type. During practicals you can glance at this before switching burs. Step 6 links to your self-assessment checklist so you can evaluate your own preparation before calling the instructor.

Press Cmd+E to switch to reading view.
Scroll through Phase 2 and confirm you see six numbered steps, each with bold Action, Common error, and Verification sections.
Check that the finish line table in Step 5 renders with five material rows.

Table not rendering correctly?

Markdown tables need a header separator row (the line with dashes and pipes) directly below the header row. Make sure there is no blank line between the header and the separator. Each row must have the same number of pipe characters.

help me fix my Markdown table formatting in Obsidian

Add the post-preparation phase

Once the tooth is prepared, the clinical workflow shifts to capturing the preparation (impression or scan) and protecting it until the final crown arrives from the lab.

Switch back to editing view (Cmd+E).
Add the Phase 3 content and the file's closing reference links by pasting this at the end of the file:

## Phase 3: Post-Preparation

### Gingival Retraction

For conventional (analogue) impression:
- Double-cord technique: place thin cord (#00) first into the sulcus, then thicker cord (#1 or #2) on top
- Wait 5-8 minutes for tissue displacement
- Remove upper cord immediately before impression
- Leave lower cord in place during impression for sulcus control

For digital impression (intraoral scan):
- Single cord or retraction paste may suffice
- Margin must be clearly visible to the scanner
- Dry the sulcus before scanning

### Impression

**Conventional:** Polyvinyl siloxane (PVS) in a two-stage technique:
1. Heavy body in stock tray (first stage)
2. Light body wash (second stage captures detail)
3. Verify: margins clearly captured, no voids, no pulls

**Digital:** Intraoral scanner:
1. Scan prepared tooth and adjacent teeth
2. Scan opposing arch
3. Record bite registration
4. Verify margin capture on screen before accepting

### Provisionalization

**Purpose:** Protect exposed dentin, maintain gingival architecture, prevent tooth drift, maintain occlusion.

**Method:**
1. Fabricate temporary crown (direct technique using bis-acryl composite in a pre-op matrix, or prefabricated shell relined with acrylic)
2. Check margins: temporary should cover finish line without overhanging
3. Check occlusion: even contact in centric, no prematurities in excursions
4. Cement with temporary cement (eugenol-free if bonded ceramic final crown planned)
5. Instruct patient: avoid sticky foods, maintain hygiene, contact if temporary dislodges

**Common error:** Over-cemented temporary with excess at margins. This causes gingival inflammation and obscures the finish line at next appointment.

---

See also: [[01-material-selection-matrix]] for reduction dimensions | [[03-self-assessment-checklist]] for evaluation

Why include both conventional and digital workflows?

Most dental schools teach both analogue and digital impression techniques. Your preclinical practicals may use either. Having both documented means this reference stays useful regardless of which workflow your session uses.

The closing links at the bottom connect this page back to both the material matrix and the self-assessment checklist, completing the three-way link structure of your vault.

Press Cmd+E to switch to reading view.
Scroll through the entire file from top to bottom. You should see three phases, six numbered preparation steps in Phase 2, and clickable internal links to both other vault files.
Click the [[03-self-assessment-checklist]] link at the bottom to confirm it navigates to your (currently empty) checklist file.

Checklist link goes to a new file instead of the existing one?

If clicking the link creates a new file instead of opening your existing one, the filename in the link does not match exactly. Check that your link says [[03-self-assessment-checklist]] and that your file in the sidebar is named 03-self-assessment-checklist.md (hyphens, not underscores).

help me fix broken internal links in my Obsidian vault

✔️ Awesome, I've got everything!

Great. Make sure your file is saved (Obsidian auto-saves, but you can press Cmd+S to be sure).

ⓧ I'd like to double check the full code

Here is the complete 02-preparation-protocol.md file. Compare yours against this:

# Crown Preparation Protocol

Step-by-step clinical procedure from assessment through provisionalization.

## Phase 1: Pre-Operative Assessment

### Radiographic evaluation
- Periapical radiograph: assess root length, apical pathology, PDL space
- Evaluate pulp chamber size and proximity to surface
- Check for existing restorations, posts, or root canal treatment
- Assess periodontal support (bone levels, furcation involvement)

### Restorability checklist

- [ ] Can a clean 360-degree margin be created?
- [ ] Is there adequate axial height for resistance form (minimum 3-4 mm)?
- [ ] Is the ferrule adequate (minimum 1.5-2 mm of sound tooth structure above the margin)?
- [ ] Is a core buildup needed before preparation?
- [ ] Does the tooth require endodontic treatment first?
- [ ] Is crown lengthening or orthodontic extrusion needed?

### Pre-operative records
- Select shade BEFORE preparation (dehydration changes appearance)
- Take pre-operative photographs
- Record existing occlusal contacts
- Choose material based on decision matrix: [[01-material-selection-matrix]]

## Phase 2: Tooth Preparation

### Step 1: Occlusal Depth Guides

**Action:** Place depth-orientation grooves on the occlusal surface using a round-end tapered diamond bur.

- Create 2-3 grooves following the anatomical inclines of the cusps
- Depth: per material selection (see [[01-material-selection-matrix]])
- Purpose: establish a controlled, uniform reduction depth before bulk removal

**Common error:** Placing grooves on a flat plane instead of following cusp anatomy. This leads to under-reduction on cusp tips and over-reduction in fossae.

**Verification:** Measure groove depth with a periodontal probe.

### Step 2: Occlusal Reduction

**Action:** Remove tooth structure between the depth guides, maintaining anatomical cusp form.

- Follow the two-plane anatomy (functional and non-functional cusp inclines)
- Maintain cusp morphology in the preparation (not a flat table)
- For functional cusps: add a 1.0 mm bevel for extra material thickness

**Common error:** Creating a flat occlusal table. This sacrifices material thickness at cusp tips and wastes tooth structure in fossae.

**Verification:** Use a putty index (made from pre-op impression) or bite registration material to confirm uniform clearance. A periodontal probe laid across should show even space.

### Step 3: Axial Reduction - Facial

**Action:** Reduce the facial surface in two planes to follow the tooth's natural contour.

- First plane: gingival third to height of contour (follows emergence profile)
- Second plane: height of contour to occlusal (follows anatomical convexity)
- Two-plane reduction prevents over-contouring of the final crown

**Common error:** Single-plane (flat) axial reduction creates excessive removal near the gingiva and insufficient removal at the height of contour. Labs then over-contour the crown facially.

**Verification:** Visually confirm two distinct planes. Check reduction is uniform with putty index.

### Step 4: Axial Reduction - Lingual and Proximal

**Action:** Reduce lingual and proximal surfaces, break proximal contacts.

- Lingual: follow anatomical form (cingulum for anteriors, cusp anatomy for posteriors)
- Proximal: break contact without damaging adjacent tooth. Use thin tapered diamond
- Maintain a protective lip of enamel proximally until contacts are safely cleared

**Common error:** Gouging the adjacent tooth during proximal reduction. Use a metal matrix strip to protect the neighbour if needed.

**Verification:** Pass dental floss through the proximal space to confirm clearance. Visually inspect adjacent tooth for damage.

### Step 5: Margin Design and Finishing

**Action:** Create the finish line appropriate for the selected material.

- Position: equigingival or slightly subgingival (0.5 mm) in aesthetic zones; supragingival where possible (healthier for tissues, easier to scan)
- Width: per material (see [[01-material-selection-matrix]])
- Use fine-grit diamond or dedicated margin finishing bur
- Ensure finish line is continuous, smooth, and clearly defined 360 degrees

**Finish line by material:**
| Material | Finish Line | Bur Shape |
|----------|-------------|-----------|
| Monolithic Zirconia | Deep chamfer | Round-end taper |
| Lithium Disilicate | Rounded shoulder | Flat-end taper |
| PFM (facial) | Shoulder | Flat-end taper |
| PFM (lingual) | Chamfer | Round-end taper |
| Full Gold | Chamfer | Round-end taper |

**Common error:** Irregular or feathered margin. If the explorer catches at any point along the finish line, the technician cannot accurately read the margin. This leads to poor fit or remake.

**Verification:** Run an explorer along the entire finish line. It should glide smoothly without catching. Check with magnification if available.

### Step 6: Final Evaluation

**Action:** Inspect the completed preparation before proceeding to impression.

- Check total occlusal convergence: 6-12 degrees (use visual assessment or digital scan analysis)
- Confirm no undercuts (check with path of draw in mind)
- Round all internal line angles (sharp angles create stress concentrations in ceramic restorations)
- Smooth all surfaces (remove bur marks with fine-grit diamond or polishing bur)
- Re-check reduction adequacy with putty index

**Use your checklist:** [[03-self-assessment-checklist]]

## Phase 3: Post-Preparation

### Gingival Retraction

For conventional (analogue) impression:
- Double-cord technique: place thin cord (#00) first into the sulcus, then thicker cord (#1 or #2) on top
- Wait 5-8 minutes for tissue displacement
- Remove upper cord immediately before impression
- Leave lower cord in place during impression for sulcus control

For digital impression (intraoral scan):
- Single cord or retraction paste may suffice
- Margin must be clearly visible to the scanner
- Dry the sulcus before scanning

### Impression

**Conventional:** Polyvinyl siloxane (PVS) in a two-stage technique:
1. Heavy body in stock tray (first stage)
2. Light body wash (second stage captures detail)
3. Verify: margins clearly captured, no voids, no pulls

**Digital:** Intraoral scanner:
1. Scan prepared tooth and adjacent teeth
2. Scan opposing arch
3. Record bite registration
4. Verify margin capture on screen before accepting

### Provisionalization

**Purpose:** Protect exposed dentin, maintain gingival architecture, prevent tooth drift, maintain occlusion.

**Method:**
1. Fabricate temporary crown (direct technique using bis-acryl composite in a pre-op matrix, or prefabricated shell relined with acrylic)
2. Check margins: temporary should cover finish line without overhanging
3. Check occlusion: even contact in centric, no prematurities in excursions
4. Cement with temporary cement (eugenol-free if bonded ceramic final crown planned)
5. Instruct patient: avoid sticky foods, maintain hygiene, contact if temporary dislodges

**Common error:** Over-cemented temporary with excess at margins. This causes gingival inflammation and obscures the finish line at next appointment.

---

See also: [[01-material-selection-matrix]] for reduction dimensions | [[03-self-assessment-checklist]] for evaluation

Your protocol page now reads as a complete, sequenced clinical procedure. Next up, you will build the self-assessment checklist so you can evaluate your own preparations during practicals.

Create the Self-Assessment Checklist

You now have a material selection matrix and a full preparation protocol. The final piece is a tool that helps you evaluate your own work during practicals.

A self-assessment checklist turns implicit "did I do it right?" anxiety into explicit, checkable criteria. You will build a reusable template that you can duplicate for each practical session.

In this step, get ready to:

Write evaluation criteria grouped by preparation area.
Add a common errors reference table.
Set up duplication instructions for reuse in each practical.

Write the assessment criteria checklist

The checklist groups criteria by the area of the preparation you are evaluating. This mirrors how instructors assess your work and how digital prep assessment tools like prepCheck organize feedback.

Switch back to 03-self-assessment-checklist.md in your vault.
Paste the following content into the file:

# Self-Assessment Checklist - Crown Preparation

## Session Details

- Date:
- Tooth number:
- Material selected:
- Reason for material choice:

## Preparation Evaluation

### Occlusal / Incisal

- [ ] Reduction depth adequate for chosen material
- [ ] Anatomical cusp form maintained (not flat)
- [ ] Functional cusp bevel present (where applicable)
- [ ] Clearance verified with putty index or probe

### Axial Walls

- [ ] Facial reduction in two planes (emergence + anatomy)
- [ ] Lingual reduction follows tooth contour
- [ ] Proximal contacts broken cleanly
- [ ] No damage to adjacent teeth
- [ ] Total occlusal convergence 6-12 degrees
- [ ] No undercuts present (path of draw clear)

### Finish Line

- [ ] Continuous 360 degrees (no interruptions)
- [ ] Finish line type matches material selection
- [ ] Width adequate per material requirement
- [ ] Clearly defined (explorer glides without catching)
- [ ] Position appropriate (equigingival/slightly subgingival in aesthetic zone)

### Surface Quality

- [ ] All internal line angles rounded
- [ ] Smooth wall surfaces (no visible bur marks)
- [ ] No sharp transitions between surfaces

### Overall

- [ ] Adequate retention form (convergence not excessive)
- [ ] Adequate resistance form (axial wall height sufficient)
- [ ] Ferrule adequate (minimum 1.5-2 mm above margin)
- [ ] Preparation matches planned material geometry

## Scoring (circle)

| Criterion | Excellent | Acceptable | Needs Improvement | Unacceptable |
|-----------|-----------|------------|-------------------|--------------|
| Occlusal reduction | | | | |
| Axial reduction | | | | |
| Taper / convergence | | | | |
| Finish line | | | | |
| Surface quality | | | | |
| Overall form | | | | |

What does this checklist cover?

The criteria are grouped into five areas that match how preclinical assessments are structured.

Occlusal / Incisal checks whether you removed enough material on top for the crown's bulk.
Axial Walls checks taper, undercuts, and whether you followed two-plane anatomy.
Finish Line checks continuity, type, width, and definition.
Surface Quality catches bur marks and sharp angles that cause stress in ceramics.
Overall ties everything back to retention, resistance, and ferrule.

Save the file with Cmd+S.
Scroll through the note in preview mode (click the book icon in the top-right toolbar or press Cmd+E) to confirm the checkboxes render as interactive checkboxes and the scoring table displays as a grid.

Checkboxes not rendering?

Make sure you are in Reading view (preview mode), not Editing view. In Editing view, checkboxes appear as raw - [ ] text. Switch with Cmd+E.

Also check that each checkbox line starts with - [ ] (dash, space, open bracket, space, close bracket). A missing space breaks the syntax.

help me fix my Obsidian checkboxes

Add the common errors reference

A checklist tells you what to look for. A common errors table tells you what goes wrong when you miss something. Pairing the two gives you both a proactive and reactive study tool.

Switch back to Editing view (Cmd+E) if you are still in Reading view.
Place your cursor at the end of the file, below the Scoring table.
Paste the following content:


## Common Errors to Watch

| Error | Consequence | How to Check |
|-------|-------------|-------------|
| Insufficient occlusal reduction | Thin crown, fracture risk | Putty index shows less than target clearance |
| Excessive taper (>12 degrees) | Loss of retention, crown dislodges | Visual assessment or digital scan |
| Undercuts present | Crown will not seat on tooth | Check path of draw from occlusal view |
| Rough or unclear finish line | Poor marginal fit, lab remake | Explorer catches at margin |
| Over-reduction near pulp | Sensitivity, pulp exposure (1-3% risk) | Radiograph, pink discolouration |
| No proximal clearance | Crown cannot seat passively | Floss or matrix strip will not pass |
| Adjacent tooth damage | Iatrogenic cavity in neighbour | Visual inspection of adjacent tooth |
| Flat occlusal table | Non-anatomical crown, occlusal issues | Putty index shows uneven clearance |

## Notes and Feedback

_Record instructor feedback or personal observations here:_



---

Reference: [[01-material-selection-matrix]] | [[02-preparation-protocol]]

What does this table do?

Each row connects an error to its clinical consequence and a concrete method for detecting it. When you finish a preparation in the sim lab, scan this table to catch issues before your instructor does.

The Notes and Feedback section at the bottom gives you a place to record instructor comments or your own observations after each session.

Save the file with Cmd+S.
Switch to Reading view (Cmd+E). Confirm the Common Errors table renders with 8 rows and three columns.
Click the [[01-material-selection-matrix]] link at the bottom of the page. It should navigate you to your material selection note.

Links not working?

Obsidian internal links are case-sensitive and must match the filename exactly (without the .md extension). Double-check that the text inside [[ ]] matches the note name in your sidebar.

help me fix my Obsidian internal links

Add duplication instructions for reuse

This checklist is a template you will copy before each practical session. Adding instructions at the top ensures future-you (or a study partner) knows exactly how to reuse it.

Switch back to Editing view (Cmd+E).
Place your cursor on the blank line directly below the # Self-Assessment Checklist - Crown Preparation heading.
Find this line:

# Self-Assessment Checklist - Crown Preparation

## Session Details

Add the following blockquote between the heading and the Session Details section, so there is a blank line above and below it:

> Duplicate this file for each practical session: right-click in sidebar, select "Make a copy", rename to include date and tooth number (e.g., `03-checklist-2026-07-05-tooth-36.md`).

Why put this at the top?

The duplication note acts as a usage instruction. Anyone opening this template sees immediately that it is meant to be copied, not edited directly. The suggested naming convention (date + tooth number) keeps your copies organized and searchable.

Save the file with Cmd+S.
Switch to Reading view (Cmd+E). You should see the duplication note rendered as an indented blockquote at the top of the page, directly below the title.
Test the duplication: right-click 03-self-assessment-checklist.md in the sidebar and select Make a copy. A duplicate file appears in the sidebar.
Delete the test copy by right-clicking it and selecting Delete.

Don't see Make a copy in the menu?

Make sure you are right-clicking the file name in the left sidebar (File Explorer panel), not inside the note editor. The context menu on the file name includes Make a copy.

help me duplicate a file in Obsidian

✔️ Awesome, I've got everything!

Great. Double check you have saved your file.

ⓧ I'd like to double check the full code

Here is the complete 03-self-assessment-checklist.md for comparison:

# Self-Assessment Checklist - Crown Preparation

> Duplicate this file for each practical session: right-click in sidebar, select "Make a copy", rename to include date and tooth number (e.g., `03-checklist-2026-07-05-tooth-36.md`).

## Session Details

- Date:
- Tooth number:
- Material selected:
- Reason for material choice:

## Preparation Evaluation

### Occlusal / Incisal

- [ ] Reduction depth adequate for chosen material
- [ ] Anatomical cusp form maintained (not flat)
- [ ] Functional cusp bevel present (where applicable)
- [ ] Clearance verified with putty index or probe

### Axial Walls

- [ ] Facial reduction in two planes (emergence + anatomy)
- [ ] Lingual reduction follows tooth contour
- [ ] Proximal contacts broken cleanly
- [ ] No damage to adjacent teeth
- [ ] Total occlusal convergence 6-12 degrees
- [ ] No undercuts present (path of draw clear)

### Finish Line

- [ ] Continuous 360 degrees (no interruptions)
- [ ] Finish line type matches material selection
- [ ] Width adequate per material requirement
- [ ] Clearly defined (explorer glides without catching)
- [ ] Position appropriate (equigingival/slightly subgingival in aesthetic zone)

### Surface Quality

- [ ] All internal line angles rounded
- [ ] Smooth wall surfaces (no visible bur marks)
- [ ] No sharp transitions between surfaces

### Overall

- [ ] Adequate retention form (convergence not excessive)
- [ ] Adequate resistance form (axial wall height sufficient)
- [ ] Ferrule adequate (minimum 1.5-2 mm above margin)
- [ ] Preparation matches planned material geometry

## Scoring (circle)

| Criterion | Excellent | Acceptable | Needs Improvement | Unacceptable |
|-----------|-----------|------------|-------------------|--------------|
| Occlusal reduction | | | | |
| Axial reduction | | | | |
| Taper / convergence | | | | |
| Finish line | | | | |
| Surface quality | | | | |
| Overall form | | | | |

## Common Errors to Watch

| Error | Consequence | How to Check |
|-------|-------------|-------------|
| Insufficient occlusal reduction | Thin crown, fracture risk | Putty index shows less than target clearance |
| Excessive taper (>12 degrees) | Loss of retention, crown dislodges | Visual assessment or digital scan |
| Undercuts present | Crown will not seat on tooth | Check path of draw from occlusal view |
| Rough or unclear finish line | Poor marginal fit, lab remake | Explorer catches at margin |
| Over-reduction near pulp | Sensitivity, pulp exposure (1-3% risk) | Radiograph, pink discolouration |
| No proximal clearance | Crown cannot seat passively | Floss or matrix strip will not pass |
| Adjacent tooth damage | Iatrogenic cavity in neighbour | Visual inspection of adjacent tooth |
| Flat occlusal table | Non-anatomical crown, occlusal issues | Putty index shows uneven clearance |

## Notes and Feedback

_Record instructor feedback or personal observations here:_



---

Reference: [[01-material-selection-matrix]] | [[02-preparation-protocol]]

Your self-assessment checklist is ready to use. You now have a complete crown preparation reference system: a material decision matrix, a clinical protocol, and a reusable evaluation template. Next up, the Secret Mission challenges you to apply all three documents to realistic clinical scenarios.

Secret mission

Add Case-Based Decision Scenarios

You have a reference vault with facts, parameters, and checklists. Now put that knowledge to work. In this secret mission, you will create clinical case scenarios that force you to reason through material selection and preparation decisions, linking each one back to your existing reference pages.

Clean Up Your Resources

This project runs entirely locally on your Mac, so there are no ongoing costs. Your Obsidian vault is a folder of plain Markdown files that takes up minimal disk space.

Decide whether to keep your vault for continued study, or delete it if you no longer need it.

Resources you used:

Crown-Prep-Reference Obsidian vault (local folder containing 5 Markdown files).

Keep everything running

No action needed. Choose this if you plan to keep building on your reference vault.

Your vault stays where you created it and costs nothing to maintain.
Add new case scenarios, link lecture notes, or expand with endodontic and periodontal considerations.
Consider syncing the vault folder via iCloud or Git for backup and multi-device access.

Pause - I'll come back to this later

Since the vault is just a folder of Markdown files, there is nothing to pause or shut down. It sits on disk until you open it again.

Close Obsidian if you want to free up memory.
To reopen later, launch Obsidian and select Crown-Prep-Reference from the vault switcher.
Optionally, copy the vault folder to an external drive or cloud storage for safekeeping.

Delete - I don't want to use this again

Remove the vault folder entirely. This deletes all five Markdown files you created.

Open Finder and navigate to the location where you created the Crown-Prep-Reference folder (e.g., your Documents folder).
Drag the Crown-Prep-Reference folder to the Trash.
Empty the Trash to free disk space.

Alternatively, delete the vault from your terminal:

rm -rf ~/Documents/Crown-Prep-Reference

Adjust the path if needed

If you chose a different location when creating the vault, replace ~/Documents/ with the actual path to your vault folder.

Nice Work!

You have built a complete crown preparation clinical reference system in Obsidian. This vault connects material science to preparation geometry in a format you can pull up before any practical session.

You learned how to:

Created a material selection decision matrix that maps clinical scenarios to crown materials and the specific preparation geometry each material demands.
Documented a complete preparation protocol covering every phase from pre-operative assessment through provisionalization, with material-specific dimensions at each step.
Built a reusable self-assessment checklist aligned with preclinical evaluation criteria for evaluating your own crown preparations during practicals.
Secret Mission: Applied your knowledge by writing case-based decision scenarios with linked clinical reasoning that connects back to your matrix and protocol.

Ready to quiz yourself?