r007b34r note-promotion
Constraints
- NEVER promote everything; require stability + reuse + independence
- NEVER polish before deciding; score first, format only if promoting
- NEVER create notes without integration targets (minimum 2 links)
- NEVER write without user confirmation
- NEVER overwrite source voice; preserve strong original phrasing
Trigger Boundary
Use when: upgrade material into formal note, decide if finding is worth preserving, turn synthesis output into stable note, create linkable knowledge unit, user says "promote" or "stabilize."
Do NOT use for:
- First-pass inbox routing ->
inbox-triage - Note relationship discovery ->
connection-review - Week-level meaning extraction ->
weekly-synthesis - Vault system health diagnosis ->
vault-health-feedback
Boundaries
- Owns: promotion decision, note type selection, integration planning, write execution
- Delegates to:
connection-review(new note needs integration links),inbox-triage(material too raw) - Never absorbs: inbox routing, relationship analysis, synthesis, health diagnosis
Continuations
| Condition | Next skill |
|---|---|
| New promoted note needs integration links | connection-review |
| Material fails promotion test, return to inbox | inbox-triage |
| Promotion decision is ambiguous after scoring | Escalate to human |
Companion Skill
All vault operations follow obsidian-mcp. Forbidden: obsidian_patch_note, obsidian_append_to_note. Verify every write through readback.
Procedure
Phase 1: Score
When scoring, read references/examples.md for promotion calibration.
Apply promotion test (>=3/5 to promote):
| Criterion | Score | Evidence required |
|---|---|---|
| Stable (not transient fragment) | 0/1 | Has persisted or been referenced again |
| Reusable (future value) | 0/1 | Applicable beyond original context |
| Independent (standalone) | 0/1 | Understandable without source capture |
| Connectable (links exist) | 0/1 | Can link to existing theme/project/question |
| Compression benefit | 0/1 | Clearer or more retrievable than source |
Score < 3: recommend wait / keep raw / archive. Score >= 3: proceed to Phase 2.
Phase 2: Type Selection
| Type | Use when |
|---|---|
| reference-note | Stable external knowledge or method |
| idea-note | Personal framing, observation, or judgment |
| project-note | Mainly useful inside active work |
| topic-note | Multiple notes need a conceptual home |
| synthesis-note | Cross-note understanding worth preserving |
| contradiction-note | Important tension deserves explicit framing |
| question-note | The question itself is worth returning to |
Phase 3: Plan
Define: title, tags, links (integration targets), write strategy (create new or merge into existing).
Phase 4: Execute (after user confirmation only)
When writing promoted notes, read references/templates.md for note structure.
obsidian_write_note overwrite:falsefor new notesobsidian_replace_in_notefor merging into existing- Read back and verify frontmatter, content, links
- Material scores 3/5 but all points are weak: default to "wait" -- borderline cases benefit from time
- Material is excellent but has zero link targets: cannot promote yet; suggest creating a topic-note first
- Source is a synthesis output: check if synthesis-note type is appropriate or if the thesis deserves idea-note treatment
- Multiple candidates from same source: promote the strongest one; note others as "watch" items
- Material overlaps with existing note: merge strategy preferred over creating near-duplicates
Gotchas
Gotcha 1: Promoting every good idea
What happens: Agent marks most material as worth promoting Why it is wrong: Creates hollow vault growth; promoted notes without stability become noise Correct approach: Apply scoring strictly; default to "wait" when uncertain
Gotcha 2: Promotion as polishing
What happens: Agent rewrites and beautifies content without deciding if promotion is warranted Why it is wrong: Polishing is not promotion; a well-written fragment is still a fragment Correct approach: Score first, decide promote/wait, THEN format if promoting
Gotcha 3: Island notes without links
What happens: Agent creates a promoted note with no links to existing knowledge Why it is wrong: Unlinked notes are undiscoverable; defeats the purpose of promotion Correct approach: Require at least 2 integration targets before writing
Validators (CI only, not runtime)
validators/pre-check.sh: Confirms source material exists and is readablevalidators/post-check.sh: Verifies promoted note has frontmatter, >=2 links, and correct type tag
Exit Criteria
- Promotion decision is explicit with score and per-criterion evidence
- Weak material has not been polished into fake clarity
- Integration targets are named (>=2 links)
- If written: note exists, frontmatter correct, content reads back correctly