---
name: knowledge-vault-workflows
description: "Umbrella for Obsidian and local knowledge-vault work: read/search/edit notes, design vault structure, templates, naming conventions, and sync-safe organization."
version: 1.0.0
author: Hermes Agent
license: MIT
metadata:
  hermes:
    tags: [obsidian, notes, vault, knowledge-management, templates, markdown]
---

# Knowledge Vault Workflows

Use when the user asks to work with an Obsidian vault or local markdown knowledge base: find notes, edit/create notes, design folder structures, define naming conventions, create templates, or plan synchronization-safe organization.

## Workflow

1. Locate the vault and inspect existing folder/naming patterns before imposing a new structure.
2. Search before creating new notes to avoid duplicates.
3. Preserve wiki links, tags, frontmatter, embedded assets, and sync constraints.
4. For architecture/scaffold tasks, propose a small taxonomy and templates, then create only the requested structure.
5. For large external document-context imports, create a durable document directory rather than dumping files directly into notes: `documents/README.md` for the human index, `documents/document_index.csv` for machine lookup, `documents/source_files/` for originals/symlinks, and `documents/extracted_text/` for searchable PDF/DOCX/XLSX/PPTX extracts. Patch the project note with a short pointer to this directory.
6. For family school records/certificates, use the archival pattern in `references/family-school-records-archive.md`: preserve original images, create A4 PDFs, maintain README + CSV/JSON indexes, and verify via rendered contact sheets.
7. Verify by reading back changed files and checking links/paths/counts.

## Subsections

- **Operational Obsidian work**: read, search, create, patch, and cross-link notes.
- **Vault architecture**: folder hierarchy, naming conventions, note templates, index/MOC design, and sync workflows.

## Preserved source packages

Former `obsidian` and `vault-architecture` packages were copied under `references/absorbed-packages/` before archiving.