obsidian-vault-builder

# Obsidian Vault Builder (general PKM, multi-vault aware)

Patterns for operating an Obsidian vault from Claude Code: capture pipelines, plugin selection, REST API integration, file-portability discipline, methodology choice. Multi-vault aware.

For academic study vault construction (course prep, lecture notes, mock exams, exam-ready content): the durable patterns from the deprecated `obsidian-study-vault-builder` skill have been folded into this skill. See `references/academic-vault.md`. The companion skill itself was removed via PR #6 and re-validated 2026-05-15 (over-triggered on exam-prep prompts; structurally misaligned with the interactive-practice approach in `~/.claude/rules/exam-prep-protocol.md`).

## When to use

- User asks to add/edit/query content in an Obsidian vault
- User asks to install or configure Obsidian plugins
- User wants to integrate Claude Code with Obsidian via Local REST API or CLI
- User wants to automate ongoing capture/organization/retrieval
- User wants to design a PKM workflow
- User asks to build a course/exam/study vault (see `references/academic-vault.md`)

## Checkpoint-based vault build (greenfield, large generation tasks)

When generating a vault from scratch or filling in many chapters/sections at once, never generate everything upfront. Use progressive validation:

1. First chapter / first section — then STOP
2. User review — approve format, structure, quality
3. Remaining chapters / sections — continue with validated pattern
4. Final QA pass — systematic verification per `references/qa-checklist.md`

Why this matters:
- Catches format issues before they multiply across 30+ files
- Validates approach matches user needs early
- Adjusts course when cheap (chapter 1) vs expensive (chapter 8)
- Prevents 5+ hours of rework

Approximate time budget for a typical academic course (10 chapters): chapter 1 ~30 min, review ~15 min, remaining ~90 min, QA ~30 min = ~2.5 hours vs 80+ hours manual. Pattern is greenfield-build universal; applies equally to paper/book/codebase-docs generation.

## Multi-vault layout (when applicable)

Many PKM users run more than one vault: a personal/manual vault (off-limits to agents) plus a Claude-native vault (default agent target). When the user has both, default writes target the Claude-native vault unless they explicitly extend access to the personal one.

Specific paths and override env vars belong in the user's `CLAUDE.md`, not in this skill, so the skill stays portable. For strong off-limits enforcement on the personal vault, consider a structural enforcement hook at the agent boundary that blocks Write/Edit/Bash mutations targeting paths under the personal vault.

## Foundation plugins (summary)

Install only what's needed; soft cap ~10 active plugins. Core set:

- **Local REST API** — base layer for Claude Code <-> vault interaction (loopback HTTPS + bearer token)
- **Obsidian Git** — auto-commit + push to private remote (real backup tier)
- **Templater** — automation foundation for templates/scripts
- **Daily Notes** (core) — daily scaffolding baseline
- **Style Settings** — theme customization without CSS
- **QuickAdd** — macros + capture pipelines
- **Smart Connections** (multilingual caveats apply) — passive sidebar discovery via local embeddings
- **Bases** (core) — replaces ~70% of Dataview use cases

Detailed plugin notes (Calendar/Periodic Notes status, Smart Connections multilingual swap, AI-layer plugin caveats): see `references/plugins.md`.

## Claude Code <-> vault interaction patterns (summary)

Five patterns, ordered by complexity:

1. Read directly via filesystem (Read tool)
2. Vault search via `obsidian.com` CLI (index-aware)
3. Local REST API direct (curl)
4. Bases queries (dashboards)
5. External tool to embed (PNG/SVG for complex viz)

Per-pattern details + CLI mapping table + multi-vault notes: see `references/interaction-patterns.md`.

## Diagram tool selection (summary)

Mermaid is default for universal compatibility. When it hits a limit, the alternatives table covers Excalidraw, Draw.io, PlantUML, D2, Pikchr, WaveDrom, Kroki, TikZ, Python+Matplotlib. Tool selection factors: concept complexity, precision, platform priority, editability, time, dynamic-vs-static, version control.

Full table + decision tree + selection factors: see `references/diagrams.md`.

## File-format philosophy

Files are file-portable by definition (markdown, txt, universal formats). Apps are transient tools; data is permanent. Use any Obsidian feature freely (wikilinks, transclusions, callouts, highlights, comments, Dataview/Bases queries).

Caveat: don't let a Dataview/Bases query be the only home of a fact. The query result is Obsidian-only; the underlying notes are portable.

## Methodology choice

| Pick | When | Free source |
|---|---|---|
| Evergreen Notes (Matuschak) | Knowledge work, 2+ year horizon | notes.andymatuschak.org |
| Zettelkasten (Doto) | Long-form output (books/papers) | writing.bobdoto.computer |
| LYT/Ideaverse (Milo) | Original synthesis with MOCs | linkingyourthinking.com |
| PARA (Forte) | Output-driven projects | fortelabs.com |

## Backup discipline

Obsidian Sync's 30-day version history is NOT backup. For real backup:

1. `git init` in vault root
2. `.gitignore` for `.obsidian/workspace*`, `.obsidian/cache*`, `.obsidian/plugins/*/data.json` (plugin credentials), `.smart-env/`, `.trash/`
3. Auto-commit on session close (or scheduled)
4. Push to a private remote (GitHub private repo, or self-hosted)
5. Periodic restore drill: clone the remote into a scratch dir, verify content matches expectation. A backup that has never been restored is hope, not backup.

## Common rendering pitfalls (summary)

Recurring issues when generating markdown for an Obsidian vault: Mermaid node-label syntax, LaTeX pipes in tables, wiki-link vs markdown-link conventions, collapsible callouts for active-learning content, universal-features discipline (mobile + future-proofing), structural-consistency patterns 5-8 (navi