How to correctly proceed with big changes to vault?

Yup! Make a copy of the root vault folder (or copies if you’d feel better). Rename that copy 2024-03-26_OLDVAULT, NewVaultName, or whatever.

The VAULTNAME/.obsidian/ settings folder may be hidden depending on your OS settings, but that folder will have all your current settings, themes, CSS snippets (if you have any), and plugins.

Now you can decide if you want to start a whole new vault and copy things into it, or use the previous NewVaultName as your new vault.

  • If you are making a new vault: Create new vault in the vault switcher and copy the files and folders in there (with or without the .obsidian/ settings folder).
  • If you want to use NewVaultName as your new vault: Open folder as vault and select that in the vault switcher.
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