Business Card Ingestion

Business Card Ingestion

Workflow: process a card (capture, then move the file for real)

The user drops a card image somewhere in the vault — usually OrbTrack — and asks to have it processed. Work through these steps in order.

1. Extract the information

Read the image and pull out:

• Name (including any English name or nickname)
• Company name
• Job title and department
• Contact channels (email, phone, Line ID, and so on)

2. Resolve the organization first

Check whether memorbs/Long-Term/Orgs/{PascalCompany}.md already exists. If it does not, create it before you create the person, following the template at memorbs/Templates/Org Template.md and memorb-conventions — that means authority-control fields as well as ordinary ones: aliases: ["{Company Name}"], orb_emotions: [], recall_count: 0, last_recalled: null.

The org comes first because the person page links to it. Creating the person first leaves a dangling link that memorb-lint will flag.

3. Create the person as a bundle orb

This person arrives with a physical attachment — the card image — so they get a dedicated Bundle folder under memorbs/Long-Term/People/ (flat structure, no company nested folder):

• Target folder: memorbs/Long-Term/People/{PascalName}/ (or memorbs/Long-Term/People/{PascalName}-{PascalCompany}/ if disambiguation is required)
• Person page: memorbs/Long-Term/People/{PascalName}/{PascalName}.md

Naming & Frontmatter Rules:

• No-Space PascalCase: Filename and folder use PascalCase without spaces (e.g. AlexChen).
• Disambiguation: If another person with the exact same name exists at a different company, append -PascalCompany (e.g. AlexChen-AcmeCorp).
• Aliases: Frontmatter aliases must contain the original natural display name (e.g. aliases: ["Alex Chen"]).

Build the page using the schema from memorbs/Templates/People Template.md and memorb-conventions.

4. Move and rename the image (non-negotiable)

Use a shell command such as mv to relocate the original image into the person's folder, and rename it while you do:

VAULT=$(find . -maxdepth 4 -type d -name memorbs 2>/dev/null -exec dirname {} \; | head -1)

TARGET_DIR="$VAULT/memorbs/Long-Term/People/{PascalName}"
mkdir -p "$TARGET_DIR"

# Move and rename original card scan (e.g., AlexChen_card.png)
mv "$ORIGIN_IMG_PATH" "$TARGET_DIR/${PascalName}_card.$EXT"

Guardrail:

• Left the original name like Pasted image.png in place? Start over — it has to become {姓名}_名片.png.

Once the file has moved, embed it in {姓名}.md at the appropriate spot (for example under the basic-details heading) with a wiki link: ![[{姓名}_名片.png]] (substitute the real extension).

5. Close out

1. Confirm that every entity involved — the person and the organization — has been created or updated.
2. Append one concise ingest entry at the top of memorbs/log.md: ## [YYYY-MM-DD HH:MM] ingest | 名片：{姓名}（{組織}）, linking the person and org pages plus a short operational note. A user signal is optional, minimal, and redacted or omitted when sensitive; do not duplicate the card details or relationship context in the journal.
3. Report back to the user with the paths you created or changed.