my-vault/06_Metadata/WORKFLOWS.md

# Obsidian Vault Workflows - Detailed Reference

**Generated**: January 07, 2026
**Purpose**: Comprehensive guide for vault management
**Organization**: PARA Method
**Status**: Reference Documentation

> This is a detailed reference. For core rules, see `.claude/project-instructions.md`
> Relationship: `README.md` is the entry point, `QUICK_REFERENCE.md` is the quick reference, and this document is the detailed workflow guide.

---

## Table of Contents

1. [Command Policy](#command-policy)
2. [Output Templates](#output-templates)
3. [PARA Method Explained](#para-method-explained)
4. [Naming Conventions](#naming-conventions)
5. [Inbox Management](#inbox-management)
6. [Attachments Management](#attachments-management)
7. [Web Content Workflow](#web-content-workflow)
8. [Writing Style Guidelines](#writing-style-guidelines)
9. [Git Workflow](#git-workflow)
10. [Daily Workflows](#daily-workflows)
11. [Available Commands](#available-commands)
12. [Best Practices](#best-practices)
13. [Troubleshooting](#troubleshooting)
14. [Memvid Workflows](#memvid-workflows)

---

## Command Policy

- Manual commands in documentation use simple, copy-safe commands only
- Avoid pipes, `grep`, `find`, or other complex shell constructs in manual steps
- Complex operations belong in `pnpm` scripts
- If `pnpm` is unavailable, use `npm run <script>` as a fallback

---

## Output Templates

### Standard Note Format

```markdown
---
created: YYYY-MM-DD
modified: YYYY-MM-DD
tags: [tag1, tag2, tag3]
status: draft|active|complete|archived
type: note|project|area|resource
---

# Title

## Summary
[2-3 sentence overview]

## Content
[Main content with clear heading hierarchy]

## Related Notes
- [[Related Note 1]]
- [[Related Note 2]]

## References
- [Source 1](URL)
```

### Change Plan Template

Use this when proposing bulk operations (moves, merges, deletions):

```markdown
**Change Summary**: [One sentence describing the goal]

**Affected Files**:
- Source: `path/to/source.md`
- Target: `path/to/target.md`
- Links affected: ~X places

**Steps**:
1. Step one with specific command
2. Step two with verification
3. Step three with link updates

**Rollback**:
[Exact steps to undo if something goes wrong]

**Verification**:
- [ ] All files moved successfully
- [ ] Links updated and tested
- [ ] No broken references
```

### Working Mode Descriptions

**Quick Organization**: Structure raw content into readable format (headings, lists, tables, code blocks)

**Archive & Organize**: Analyze content, suggest PARA placement, recommend tags and frontmatter

**Knowledge Distillation**: Extract insights, separate evidence from conclusions, establish connections

**Search & Answer**: Respond based on vault content, cite specific locations, quote sources

---

## PARA Method Explained

### Projects (01_Projects/)

**Definition**: Time-bound initiatives with clear completion criteria

**Characteristics**:
- Has a specific end goal
- Has a deadline or completion state
- Contains discrete tasks and deliverables
- Will eventually move to Archive

**Examples**:
- Writing a research paper
- Planning a presentation
- Learning a specific skill
- Organizing an event

**Structure**:
```
01_Projects/[ProjectName]/
├── README.md              # Project overview, goals, timeline
├── Research/              # Background materials
├── Drafts/                # Work in progress
├── References/            # Supporting documents
└── Output/                # Final deliverables
```

### Areas (02_Areas/)

**Definition**: Ongoing responsibilities without end dates

**Characteristics**:
- Continuous maintenance required
- Standards to uphold
- No completion date
- Generates multiple projects over time

**Examples**:
- Health & Fitness
- Professional Development
- Finances
- Relationships
- Home Management

**Structure**:
```
02_Areas/[AreaName]/
├── Overview.md            # Area definition and standards
├── Projects.md            # Related project links
└── Resources.md           # Helpful references
```

### Resources (03_Resources/)

**Definition**: Topics of interest for reference and learning

**Characteristics**:
- Not tied to current projects
- Reference material
- Long-term knowledge building
- Curated information

**Examples**:
- Programming languages
- Historical topics
- Philosophical concepts
- Technical documentation
- Book notes

**Structure**:
```
03_Resources/[TopicName]/
├── Index.md               # Topic overview
├── Notes/                 # Individual concept notes
└── References/            # Source materials
```

### Archive (04_Archive/)

**Definition**: Completed projects and inactive items

**When to Archive**:
- Projects: When objectives are met
- Areas: When no longer relevant
- Resources: When superseded or outdated

**Structure**:
```
04_Archive/
├── Projects/              # Completed projects
├── Areas/                 # Inactive areas
└── Resources/             # Outdated resources
```

---

## Naming Conventions

### Daily Notes
```
YYYY-MM-DD - [Topic or Activity]
Example: 2026-01-05 - Meeting Notes
```

### Meeting Notes
```
Meeting - [Topic] - YYYY-MM-DD
Example: Meeting - Project Planning - 2026-01-05
```

### Ideas
```
Idea - [Brief Description]
Example: Idea - Automated Daily Review Process
```

### Resources
```
Resource - [Topic] - [Source]
Example: Resource - PARA Method - Forte Labs
```

### Clippings (Auto-generated)
```
[Domain]_[Timestamp].md
Example: anthropic.com_1736095200.md
```

### Movement Best Practices

**ALWAYS**:
- Use `mv` command (not `cp`) to avoid duplicates
- Verify destination folder exists before moving
- Update internal links after moving files
- Add YAML frontmatter when organizing
- Commit changes after significant reorganization

**NEVER**:
- Move files with number prefixes (00-06) from root
- Delete files without reviewing content
- Create deep folder hierarchies (max 3 levels)
- Leave broken links after reorganization

---

## Inbox Management

### Core Principles

- Inbox is **temporary**, not permanent storage
- Process weekly using: Capture → Process → Organize
- Maintain fewer than 20 unprocessed items
- Everything in inbox should be recent (< 1 week old)

### What Stays in Inbox Permanently

- Files with number prefixes: `00-`, `01-`, etc.
- Core configuration files
- Active daily notes (last 7 days)
- Current weekly summaries (last 3 months)

### Processing Workflow

**Step 1: Review**
```bash
git status                  # See what's new
ls 00_Inbox/               # List inbox contents
```

**Step 2: Decide**

For each item, ask:
- Is this actionable? → Create task or project
- Is this reference? → Move to Resources
- Is this project-related? → Move to Projects
- Is this outdated? → Delete or archive
- Needs more work? → Tag `#needs-processing`

**Step 3: Organize**
```bash
# Move to appropriate location
mv "00_Inbox/filename.md" "01_Projects/ProjectName/"

# Verify
ls "01_Projects/ProjectName/"
```

**Step 4: Commit**
```bash
git add .
git commit -m "Organize inbox: processed weekly items"
git push
```

### Inbox Clippings Folder

- Firecrawl automatically saves web content here
- Process within 1 week
- Move to appropriate PARA location
- Delete duplicates or low-value content

---

## Attachments Management

### Organization Rules

**Storage Location**:
- All non-text files: `05_Attachments/`
- Unprocessed: `05_Attachments/`
- Processed: `05_Attachments/Organized/`

**Naming Convention**:
```
[RelatedNote]_[Description].[ext]

Examples:
ProjectProposal_Diagram.png
Research_StatisticsTable.pdf
Meeting2026-01-05_Whiteboard.jpg
```

**Supported File Types**:
- Images: PNG, JPG, GIF, SVG
- Documents: PDF, DOCX
- Data: CSV, XLSX, JSON
- Media: MP3, MP4 (use sparingly)

### Processing Workflow

**Step 1: List Unprocessed**
```bash
ls 05_Attachments/
```

**Step 2: Review Each File**
- Is it referenced in notes? Keep and rename
- Is it orphaned? Delete or add reference
- Is it project-related? Keep with clear name

**Step 3: Rename and Move**
```bash
mv "05_Attachments/screenshot.png" "05_Attachments/Organized/ProjectName_Feature.png"
```

**Step 4: Update Links**
Update any markdown references:
```markdown
Before: ![](../05_Attachments/screenshot.png)
After: ![](../05_Attachments/Organized/ProjectName_Feature.png)
```

---

## Web Content Workflow

### Built-in Tools (Preferred Method)

**WebSearch Tool**:
- Use for: General web searches, current information
- Output: Search results with sources
- Action: Copy relevant content into notes manually

**WebFetch Tool**:
- Use for: Specific URLs, documentation pages
- Output: Page content in markdown format
- Action: Save to appropriate PARA location

**Best Practices**:
1. Use WebSearch/WebFetch within Claude Code
2. Review content before saving
3. Add frontmatter and context
4. Save to appropriate folder (not Inbox unless processing later)
5. Include source URL in frontmatter

### Firecrawl Scripts (Batch Processing)

**Single URL**:
```bash
pnpm firecrawl:scrape <url> <output-filename>
# Saves to: 00_Inbox/Clippings/
```

**Batch URLs**:
```bash
pnpm firecrawl:batch <url1> <url2> <url3>
# Saves to: 00_Inbox/Clippings/
```

**Auto-generated Frontmatter**:
```yaml
---
source_url: https://example.com/article
scraped_date: YYYY-MM-DD
tags: [clipping, needs-processing]
---
```

**Processing Clippings**:
1. Review content quality
2. Add relevant tags and notes
3. Move to appropriate PARA location
4. Delete low-value clippings

---

## Writing Style Guidelines

### Structure Standards

**Internal Linking**:
- Use `[[WikiLinks]]` for all internal references
- Link liberally (better too many than too few)
- Create bidirectional links when relevant
- Use descriptive link text

**Markdown Formatting**:
- Headings: Use `#` hierarchy (H1 for title, H2 for sections)
- Lists: Use `-` for unordered, `1.` for ordered
- Code: Use backticks for inline, triple backticks for blocks
- Emphasis: `**bold**` for important, `*italic*` for subtle

**YAML Frontmatter**:
- Always include: created, modified, tags
- Optional: status, type, project, area
- Keep tags specific and consistent
- Update modified date when editing

### Content Style Preferences

**Direct Communication**:
- Lead with the main point
- Avoid unnecessary preambles
- Be specific and concrete
- Use active voice

**Avoid**:
- Clichéd transitions ("In today's world...")
- Filler phrases ("It's worth noting that...")
- Unnecessary qualifiers ("I think maybe...")
- Overused business jargon

**Prefer**:
- Clear, confident statements
- Specific examples over generalizations
- Simple sentences over complex
- Technical precision when needed

---

## Git Workflow

### Critical Rule

**ALWAYS start sessions with `git pull`** to sync latest changes from remote repository.

### Daily Workflow

**Morning (Session Start)**:
```bash
cd D:\tmp\vault\my-vault
git pull
git status                  # Check for any conflicts
```

**During Work**:
```bash
git status                  # Periodically check changes
```

**Evening (Session End)**:
```bash
git status                  # Review all changes
git add .                   # Stage all changes
git commit -m "vault backup: YYYY-MM-DD HH:MM:SS"
git push                    # Sync to remote
```

### Commit Message Guidelines

**Format**:
```
[type]: [brief description]

Examples:
vault backup: 2026-01-05 20:30:15
Add: Project planning notes for Q1 initiatives
Update: Weekly review template with new sections
Organize: Moved inbox items to appropriate folders
Archive: Completed research project
```

**When to Commit**:
- After organizing inbox
- After creating new notes
- After significant edits
- Before ending session
- After weekly review

### Common Git Commands

```bash
git status                  # Check current state
git pull                    # Sync from remote
git add .                   # Stage all changes
git commit -m "message"     # Commit with message
git push                    # Sync to remote
git log --oneline -10       # View recent commits
```

### Handling Conflicts

If `git pull` shows conflicts:
1. Review conflicted files
2. Resolve conflicts manually
3. Stage resolved files: `git add .`
4. Commit: `git commit -m "Resolve merge conflicts"`
5. Push: `git push`

---

## Daily Workflows

### Morning Routine (5 minutes)

```bash
# 1. Sync changes
git pull

# 2. Check inbox
ls 00_Inbox/

# 3. Review today's focus
# Create or open: YYYY-MM-DD - Daily Notes.md
```

**Daily Note Template**:
```markdown
---
created: YYYY-MM-DD
type: daily
tags: [daily, journal]
---

# YYYY-MM-DD - Daily Notes

## Focus for Today
- [ ] Primary task 1
- [ ] Primary task 2
- [ ] Primary task 3

## Capture
[Quick notes throughout the day]

## Reflections
[End of day thoughts]
```

### Evening Routine (5 minutes)

```bash
# 1. Process quick inbox items
ls 00_Inbox/

# 2. Update project notes
# Review and update active projects

# 3. Commit changes
git status
git add .
git commit -m "vault backup: YYYY-MM-DD HH:MM:SS"
git push
```

### Weekly Review (30-45 minutes)

See `WEEKLY_REVIEW.md` for complete checklist.

**Quick Overview**:
1. Process entire inbox (target: zero items)
2. Review all active projects
3. Update area notes
4. Archive completed items
5. Clean up attachments
6. Plan next week

---

## Available Commands

### Attachment Management
```bash
pnpm attachments:list          # List unprocessed attachments
pnpm attachments:organized     # Count organized files
pnpm attachments:orphans       # Find unreferenced files
pnpm attachments:update-links  # Update links after moving
```

### Web Content
```bash
pnpm firecrawl:scrape <url> <output>    # Scrape single URL
pnpm firecrawl:batch <url1> <url2>      # Scrape multiple URLs
```

### Git Operations
```bash
git pull                       # Sync from remote
git status                     # Check modifications
git add .                      # Stage all changes
git commit -m "message"        # Commit with message
git push                       # Sync to remote
```

### Folder Navigation
```bash
cd D:\tmp\vault\my-vault       # Vault root
ls 00_Inbox/                   # List inbox
ls 01_Projects/                # List projects
```

---

## Best Practices

### Organization Principles

**Keep It Shallow**:
- Maximum 3 levels of folders
- Create subfolders only with 7+ related notes
- Use linking over deep nesting
- Flat is better than nested

**Maintain Clarity**:
- Include README.md in major folders
- Use consistent naming conventions
- Tag consistently and specifically
- Update frontmatter regularly

**Regular Maintenance**:
- Weekly inbox processing (non-negotiable)
- Monthly project reviews
- Quarterly archive cleanup
- Daily git commits

### Content Creation Principles

**Capture First, Organize Later**:
- Don't let organization block capture
- Inbox is for quick entry
- Process in batches, not individually
- Speed over perfection initially

**One Idea Per Note**:
- Atomic notes are more reusable
- Easier to link and discover
- Better for future reorganization
- Clear single purpose

**Link Generously**:
- Create connections between ideas
- Build bidirectional links
- Use consistent link syntax
- Review links when moving files

**Tag Consistently**:
- Use specific tags over generic
- Maintain tag vocabulary list
- Tag for retrieval, not categorization
- Review tags during weekly review

### Maintenance Schedule

**Daily**:
- Morning: `git pull`, check inbox
- Evening: Commit changes, `git push`

**Weekly**:
- Process entire inbox
- Review active projects
- Update area notes
- Clean attachments folder

**Monthly**:
- Review all projects for completion
- Archive inactive items
- Consolidate resources
- Update documentation

**Quarterly**:
- Deep archive review
- Prune old resources
- Update folder structure if needed
- Review and refine workflows

---

## Troubleshooting

### Common Issues

**Inbox Overflow**:
- Schedule immediate processing session
- Delete obvious low-value items first
- Process in batches by type
- Set calendar reminder for weekly review

**Broken Links**:
- Use attachment update script
- Manually verify critical links
- Commit after fixing links
- Document link structure

**Git Conflicts**:
- Always start with `git pull`
- Resolve conflicts immediately
- Don't force push
- Backup before major changes

**Lost Files**:
- Check git history: `git log --all --full-history -- <path>`
- Look in Archive folders
- Search by content: use Obsidian search
- Check recent commits for moves

---

## Templates

### Project README Template

```markdown
---
created: YYYY-MM-DD
status: active
tags: [project]
deadline: YYYY-MM-DD
---

# Project Name

## Goal
[One sentence goal]

## Context
[Why this project matters]

## Deliverables
- [ ] Deliverable 1
- [ ] Deliverable 2

## Timeline
- Start: YYYY-MM-DD
- End: YYYY-MM-DD

## Resources
- [[Related Resource 1]]
- [[Related Resource 2]]

## Notes
[Project-specific notes]
```

### Area Overview Template

```markdown
---
created: YYYY-MM-DD
status: active
tags: [area]
type: area
---

# Area Name

## Purpose
[Why this area matters]

## Standards
[What success looks like]

## Active Projects
- [[Project 1]]
- [[Project 2]]

## Resources
- [[Resource 1]]
- [[Resource 2]]

## Review Schedule
[How often to review this area]
```

### Resource Index Template

```markdown
---
created: YYYY-MM-DD
tags: [resource, topic-name]
type: resource
---

# Topic Name - Index

## Overview
[Brief introduction to this topic]

## Key Concepts
- [[Concept 1]]
- [[Concept 2]]
- [[Concept 3]]

## Related Topics
- [[Related Topic 1]]
- [[Related Topic 2]]

## Sources
- [Source 1](URL)
- [Source 2](URL)
```

---

## Memvid Workflows

### Overview

Memvid is a semantic memory system that provides persistent context across Claude Code sessions. It uses vector embeddings to enable intelligent search and retrieval of previous decisions, preferences, and project context.

### Core Concepts

**Memory File (`.mv2`)**:
- Single portable file containing all data, embeddings, and indices
- Default location: `.claude/memory/memvid.mv2`
- Project-specific files: `.claude/memory/[project-name].mv2`

**Semantic Search**:
- Uses natural language queries
- Returns contextually relevant results
- No need for exact keyword matching

**Tagging**:
- Organize content with key-value tags
- Enable fast filtering and categorization
- Combine with semantic search for precision

### Initial Setup

**Check Server Status**:
```bash
# Verify Memvid is running
# Check server version and features
```

**Create Memory File** (if not exists):
```bash
# Create new memory file at default location
# File: .claude/memory/memvid.mv2
# Description: Vault management context and preferences
```

**Verify Creation**:
```bash
# Check memory file info
# Should show 0 entries initially
```

### Daily Workflows

**1. Session Start - Query Context**

Start every work session by retrieving relevant context:

```bash
# Search for general preferences
Query: "user preferences for organizing vault"

# Search for project-specific context
Query: "decisions about [project-name] structure"

# Search for recent changes
Query: "recent workflow updates"
```

**Best Practice**: Query first, work second. Always check memory before making decisions.

**2. During Work - Capture Decisions**

Document important decisions as you work:

**What to Capture**:
- Architectural decisions ("Why did we structure folders this way?")
- User preferences ("User prefers flat structure over deep nesting")
- Project constraints ("Project deadline: 2026-03-15")
- Code patterns ("Use [[wikilinks]] for all internal references")
- Tool choices ("Use mv not cp to avoid duplicates")

**Example Captures**:
```markdown
# After organizing files
Content: "User prefers to keep inbox items under 20 files. Process weekly, not daily. Move files using mv command to avoid duplicates."
Tags: {"type": "preference", "topic": "inbox-management"}

# After making architectural decision
Content: "Decided to use PARA method for vault organization. Projects (time-bound), Areas (ongoing), Resources (reference), Archive (completed). Maximum 3 levels of nesting."
Tags: {"type": "decision", "topic": "structure", "date": "2026-01-07"}

# After learning constraint
Content: "Never move numbered folders (00-06) from vault root. These are core structure folders and must remain at top level."
Tags: {"type": "constraint", "topic": "folder-structure"}
```

**3. After Changes - Commit to Memory**

Always commit after adding content:
```bash
# Commit changes to persist them
# This ensures data is saved to disk
```

**Important**: Uncommitted changes may be lost. Commit after each add or batch of adds.

### Common Use Cases

**Use Case 1: Learning User Preferences**

```bash
# Initial conversation about preferences
User: "I prefer concise writing without filler phrases"

# Store preference
Add text: "User writing preferences: Direct, concise communication. Avoid clichéd transitions like 'In today's world'. Avoid filler phrases like 'It's worth noting'. Use active voice and specific examples."
Tags: {"type": "preference", "topic": "writing-style"}
Commit: Yes

# Future sessions - retrieve preference
Search: "user writing preferences"
Result: [Returns stored preference for consistent communication]
```

**Use Case 2: Project Context**

```bash
# Starting new project
Add text: "Project: Weekly Review Automation. Goal: Create automated system to process inbox and generate weekly summaries. Tech stack: Node.js, Obsidian API. Deadline: 2026-02-01."
Tags: {"type": "project", "project": "weekly-review-automation", "status": "active"}
Commit: Yes

# Mid-project decision
Add text: "Weekly Review Automation: Decided to use Dataview plugin instead of custom scripts. Easier to maintain, better Obsidian integration."
Tags: {"type": "decision", "project": "weekly-review-automation"}
Commit: Yes

# Later session - retrieve context
Search: "weekly review automation project"
Result: [Returns project goals and decisions]
```

**Use Case 3: Troubleshooting Patterns**

```bash
# After solving a problem
Add text: "Git conflict resolution: When seeing merge conflicts after git pull, resolve manually in affected files, then git add . && git commit -m 'Resolve merge conflicts' && git push. Never force push."
Tags: {"type": "pattern", "topic": "git-workflow"}
Commit: Yes

# Future similar problem
Search: "how to resolve git conflicts"
Result: [Returns established pattern]
```

**Use Case 4: Vault Organization Rules**

```bash
# Document organizational decision
Add text: "Attachment naming convention: [RelatedNote]_[Description].[ext]. Example: ProjectProposal_Diagram.png. Store in 05_Attachments/Organized/ after processing."
Tags: {"type": "pattern", "topic": "attachments"}
Commit: Yes

# Later when organizing attachments
Search: "attachment naming convention"
Result: [Returns established pattern]
```

### Advanced Features

**Tag-Based Search**:
```bash
# Find all decisions
Search by tag: key="type", value="decision"

# Find project-specific items
Search by tag: key="project", value="weekly-review-automation"

# Find all preferences
Search by tag: key="type", value="preference"
```

**Export Search Results**:
```bash
# Export for documentation
Query: "all organizational decisions"
Format: markdown
Top K: 20

# Creates formatted markdown with search results
```

**List Recent Additions**:
```bash
# View last 20 entries
Limit: 20

# Quick overview of recent context
```

**Memory Info**:
```bash
# Get memory statistics
# Shows: entries count, file size, creation date, last modified
```

### Best Practices

**DO**:
- ✓ Query memory at start of every session
- ✓ Store decisions immediately after making them
- ✓ Use descriptive tags for easy retrieval
- ✓ Commit after adding content
- ✓ Store "why" not just "what" (reasoning behind decisions)
- ✓ Use natural language in queries
- ✓ Tag with both type and topic
- ✓ Review memory periodically to refresh context

**DON'T**:
- ✗ Store sensitive data (passwords, API keys, tokens)
- ✗ Store temporary data (errors, logs, debug output)
- ✗ Store file contents (use references instead)
- ✗ Forget to commit changes
- ✗ Use vague tags like "misc" or "other"
- ✗ Store data that changes frequently
- ✗ Duplicate information already in vault files

### Tagging Guidelines

**Standard Tag Structure**:
```
type:[category]     - Primary classification
topic:[subject]     - Specific subject area
project:[name]      - Project association
date:[YYYY-MM-DD]   - When decision made
status:[state]      - Current state
```

**Recommended Tags**:
- `type:preference` - User preferences and settings
- `type:decision` - Architectural and design decisions
- `type:constraint` - Project limitations and requirements
- `type:pattern` - Established patterns and conventions
- `type:context` - Background information and rationale

- `topic:structure` - Organizational structure decisions
- `topic:workflow` - Process and workflow definitions
- `topic:writing` - Writing style and standards
- `topic:git` - Version control practices
- `topic:attachments` - File management patterns

### Maintenance

**Weekly Review**:
```bash
# List recent additions
Limit: 50

# Review for:
- Outdated information
- Duplicate entries
- Missing tags
- Unclear descriptions
```

**Monthly Cleanup**:
- Search for outdated project references
- Archive completed project context
- Update changed preferences
- Consolidate similar entries

**Quality Checks**:
- Are tags consistent and descriptive?
- Do searches return relevant results?
- Is context clear without vault access?
- Are decisions documented with reasoning?

### Troubleshooting

**Issue: Search returns no results**
- Check memory file exists: `memvid_info`
- Verify content was committed
- Try broader search terms
- Check tag filters

**Issue: Too many irrelevant results**
- Use more specific queries
- Add tag filters to narrow scope
- Increase specificity in stored content
- Use combined semantic + tag search

**Issue: Forgetting to use memory**
- Add "check memory" to session start checklist
- Set reminder in daily notes template
- Review recent memory additions weekly

**Issue: Memory file too large**
- Archive old project-specific memories
- Create separate memory files per major project
- Remove duplicate or outdated entries

### Examples

**Complete Session Example**:

```bash
# === SESSION START ===

# 1. Query for context
Search: "inbox processing preferences"
Result: "User prefers weekly processing, keep under 20 items..."

Search: "PARA organizational structure"
Result: "PARA method: Projects, Areas, Resources, Archive..."

# 2. Work on task
# [Process inbox items, move files, organize notes]

# 3. Document new learnings
Add text: "User prefers to tag web clippings with both 'clipping' and specific topic tags for easier retrieval. Example: tags=[clipping, ai, research]"
Tags: {"type": "preference", "topic": "tagging"}
Commit: Yes

Add text: "Discovered user has separate organization for daily notes. Keep in 00_Inbox/ for last 7 days, then move to Archive. Format: YYYY-MM-DD.md"
Tags: {"type": "pattern", "topic": "daily-notes"}
Commit: Yes

# 4. Verify storage
Info: [Shows 2 new entries added]

# === SESSION END ===
```

### Integration with Other Workflows

**With Git Workflow**:
```bash
# Store git conventions
Content: "Git commit message format: 'vault backup: YYYY-MM-DD HH:MM:SS' for routine backups. Use descriptive messages for specific changes."
Tags: {"type": "pattern", "topic": "git"}
```

**With PARA Organization**:
```bash
# Store PARA decisions
Content: "Project threshold: Create project folder when 3+ related files exist. Use Projects for time-bound work, Areas for ongoing responsibilities."
Tags: {"type": "decision", "topic": "para-method"}
```

**With Daily Notes**:
```bash
# Store daily routine preferences
Content: "Daily notes template: Focus section at top, Capture section for quick notes, Reflections at bottom. Review previous day's notes each morning."
Tags: {"type": "preference", "topic": "daily-workflow"}
```

---

**Last Updated**: January 07, 2026
**Maintained By**: Vault Owner
**Version**: 2.0 (Consolidated from CLAUDE.md)

---

## Weekly Inbox Zero (2026-02-25 Baseline)

- 固定每周一次 30 分钟时间盒（建议周日）。
- 批处理顺序：`00_Inbox/Clippings/2026` -> `00_Inbox/Clippings/2025` -> 其他 Inbox。
- 处理规则：
  - 仍有价值：移动到 `01_Projects/`、`02_Areas/` 或 `03_Resources/`。
  - 暂不需要但需保留：移动到 `04_Archive/Inbox-Clippings/`。
  - 无价值：删除。
- 目标阈值：`00_Inbox/Clippings` 总量 <= 20。

## Capture Workflow Ownership

- 主流程：`templater-obsidian`（模板与笔记结构标准化）。
- 辅助流程：`quickadd`（快速捕获入口，不承载模板标准）。
- 原则：模板逻辑只维护一份，避免 QuickAdd 与 Templater 双重维护。