my-vault/06_Metadata

⚙️ Metadata

Vault configuration, documentation, and organizational tools.

Purpose

The metadata folder contains:

• Documentation about the vault
• Templates for consistent note creation
• Reference guides and how-tos
• Agent configurations
• Workflow documentation

Structure

06_Metadata/
├── Reference/         # Guides and documentation
├── Templates/        # Note templates
├── Agents/          # Claude Code agent configs
├── Workflows/       # Documented processes
└── Archive/        # Old configurations

What Lives Here

Reference

• This vault's documentation
• Claude Code prompt library
• Style guides
• Workflow documentation
• Learning resources

Templates

• Project templates
• Daily note templates
• Meeting templates
• Research templates
• Review templates

Agents

• Thinking partner instructions
• Research assistant config
• Editor agent setup
• Custom agent definitions

Workflows

• Weekly review process
• Project completion checklist
• Inbox processing guide
• Archive procedures

Using Templates

Manual

1. Copy template content
2. Create new note
3. Paste and fill in

With Claude Code

Create a new project using the project template.
Name it [Project Name] and put it in 01_Projects.

Creating Custom Agents

Save agent instructions as markdown files:

# Agent: [Name]

You are a [role description].

## Core Behaviors
- Behavior 1
- Behavior 2

## Workflow
1. Step 1
2. Step 2

## Constraints
- Don't do X
- Always do Y

Then reference in Claude Code:

Use the instructions in 06_Metadata/Agents/[agent].md
and help me with [task].

Claude Code Prompts

Template Usage

Show me available templates in 06_Metadata/Templates.
Create a new [type] note using the appropriate template.

Documentation

Check 06_Metadata/Reference for documentation on [topic].
Update the guide based on what we just learned.

Workflow Execution

Run the weekly review workflow from 06_Metadata/Workflows.
Guide me through each step.

Maintenance

Regular Updates

• Update templates based on usage
• Document new workflows as they emerge
• Archive outdated configurations
• Keep reference docs current

Version Control

• Track changes to workflows
• Document why changes were made
• Keep archive of old versions
• Date major updates

Best Practices

• Document as you go - Capture workflows while fresh
• Iterate templates - Improve based on usage
• Share configurations - What works for you might help others
• Keep it simple - Complex systems break
• Date everything - Context matters

Remember

Metadata is the operating system of your vault. Good metadata means consistent structure, repeatable workflows, and scalable growth. This is where you document not just what you know, but how you work.