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obsidian-document-policy

Define and enforce Obsidian vault storage and tagging policies.

Updated Feb 9, 2026
Search Tags:#workflow#obsidian#vault#policy#frontmatter#tagging#note-management
One-click install
npx skills add https://github.com/KIM-KYOUNG-OH/dotfiles --skill obsidian-document-policy
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: obsidian-document-policy
Source: https://github.com/KIM-KYOUNG-OH/dotfiles/tree/main/.claude/skills/obsidian-document-policy
Command: npx skills add https://github.com/KIM-KYOUNG-OH/dotfiles --skill obsidian-document-policy

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Obsidian vaults often become disorganized as notes multiply across folders and types. This policy defines a clear structure for vault root locations, per-document type storage rules, and rigorous tagging to ensure consistency, discoverability, and governance across all Obsidian notes.

Core Features & Use Cases

  • Hierarchical tag system that enforces a consistent taxonomy for notes.
  • Document-type routing that maps notes to storage locations (000-SLIPBOX, 001-INBOX, 002-PROJECTS, 003-RESOURCES, archive).
  • Frontmatter conventions and file-naming rules to enable automated indexing and retrieval.
  • Exclusion rules to protect archive data and non-note artifacts from modification.
  • Use Case: A team standardizes notes for bug reports, QA, guides, and resources, enabling uniform search and cross-linking.

Quick Start

Apply the policy by annotating new notes with the required frontmatter and tags and placing them in the appropriate folders.

Frequently Asked Questions about obsidian-document-policy

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I organize an Obsidian vault using a Zettelkasten folder structure?▼

You can organize an Obsidian vault by routing notes into specific folders like 000-SLIPBOX, 001-INBOX, 002-PROJECTS, 003-RESOURCES, and archive. This storage policy maps document types to correct paths for consistent retrieval.

What is the best way to enforce consistent tagging and frontmatter in Obsidian notes?▼

Enforcing consistent tagging and frontmatter requires applying a unified vault policy. It defines hierarchical tags and frontmatter conventions for every note, ensuring strict taxonomy, automated indexing, and reliable cross-linking across your documents.

How do I standardize file naming conventions and storage paths for Obsidian note management?▼

You can standardize file naming and storage paths by applying a reusable vault policy. It specifies exact routing rules for folders like 002-PROJECTS and 003-RESOURCES, ensuring notes are placed correctly and named uniformly for automated retrieval.

Can I protect archived notes and non-note artifacts from being modified in Obsidian?▼

Yes, you can protect archived data by applying exclusion rules within your vault policy. These rules specifically safeguard your archive folder and non-note artifacts from accidental modification while governing active note storage.

Does this Obsidian vault policy work for team note management and bug reporting?▼

Yes, this vault policy works for team note management by standardizing storage for bug reports, guides, and resources. Applying consistent frontmatter and hierarchical tags enables uniform search and cross-linking across all team documents.

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