Quality control processes for notes?

Knowledge management
1

I’m already starting to see a few routines that I need to run on my notes every once in a while. For example:

  1. make sure that all notes with type: project are within the project folder, same with people and meetings, etc.
  2. make sure no dates are misformatted
  3. Assign tags within my collection of concepts to all the notes I’ve imported

etc etc.

Curious to hear from other people if they have a routine quality control scirpt that they use…or equivalent.

2

The Auto Note Mover plugin can move notes based on name or tag. I’ve seen multiple requests for it to support moving based on properties, or for a new plugin that does that; I don’t know if either has happened.

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3

I don’t know if this is what you mean when you refer to QC Processes but over the 2-years of using Obsidian daily for work, I’m also on the lookout for ways to improve the data quality in my primary work vault (currently has 83,534 notes)

  • Plugin “Linter” - It took me a while to fully understand it but once I did, the plugin Linter is something that I have setup so that I can run it manually on any file I’m working in. It handles a lot of the basics.

  • Plugin “Templater” - Another one that I thought I understood early on but have evolved my usage with more focus on data quality is “Templater”. I’ve slowly developed 72 templates that range from Blank Forms to Snippets to Helper Templates. (those names are what I call them) I highly recommend browsing through the Template Showcase, and also the Resources section of Templater page in Search Community Plugins. (I couldn’t find a way to link to that so here’s a link to Resources on Github)

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4

I run some local php scripts and use Hazel/Alfred (on Mac) to move Obsidian notes around or act on them. e.g. One php script checks my blog drafts in Obsidian, and if it has status as finished draft posts it to my site, and sets the property in Obs to posted.
When acting upon files I usually don’t immediately try to solve it in Obsidian, as there are all kinds of tools to work on the file system that may be more helpful.

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5

I know you mentioned that you are working in a Mac environment, but can you recommend any tools or concepts for acting upon files in the file system in a Windows 10/11 environment that I could learn and try versus “always trying to solve it in Obsidian”? A long time ago, in a career far, far away… I worked in a Unix environment and had a multitude of tools that I used either as scheduled scripts or as fire on demand. But Win 11 is not Unix to say the least. :laughing:

6

I don’t know much about Windows, so not aware of Hazel or Alfred alternatives. But one thing that should be doable is running a local webserver (like WAMP), and have php scripts running on them that interact with the file system.

7

I developed a collection of simple queries for a repeated use to inspect and adapt my Zettelkasten process: Inspect and Adapt Process. But how? - #17 by Edmund

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