Dataview & Obsidian Setup — Usage Guide

Notes for the user and the Docs agent on the Obsidian/Dataview setup of this wiki. Broader
“how to use the wiki” rule: USAGE.md. Schema law: CLAUDE.md.

Plugins installed (vault = wiki/)

  • Dataview — live tables/lists from page frontmatter. Powers the dashboards/ views.
  • Templater — page templates in _templates (result/topic).
    Setup: Settings → Templater → Template folder location = _templates. Use via
    ⌘P → "Templater: Create new note from template". (The core “Templates” plugin will NOT render the
    <% … %> syntax — it needs Templater.)
  • Tasks — checkbox queries (powers dashboards/open_questions.md).
  • Kanban — board view (dashboards/verify_board.md: draft → reviewing → verified).
  • Core Bases is also enabled (native DB views) — an optional future alternative to Dataview.

Naming: dashboards vs reports

  • dashboards/ — important, human-facing live views. No underscore prefix (house rule:
    important files don’t take a leading underscore; the folder does the grouping).
  • _reference/_*.md — transient, machine-generated reports (underscore = scratch). Regenerated by
    scripts; safe to delete. These are: _lint_report.md, _classification_report.md,
    _classification_review.md, _review_needed.md, _topic_merge_candidates.md.

The dashboards (dashboards/, Obsidian-only)

  • overview.md — drafts-by-type, results (with proof status), topics
    missing kind/related, recently-updated, and the inconsistency roll-up.
  • inconsistencies.md — every page carrying an inconsistencies: flag.
  • equations.md — result pages with proof status (proven vs stub →
    Phase-D checklist) and the singularity/Γ cluster.
  • clusters.md — counts and page lists by topical tag and by the
    regime / layer axes (incl. the free-floating re-derivation watch-list).
  • verify_board.md — Kanban verify board, seeded from review
    (run scripts/seed_kanban.py to re-seed; folder-qualified [[…]] links).
  • open_questions.md — Tasks roundup of every unresolved
    - [ ] item inside an ”## Open Questions” section.

These render only in Obsidian (Dataview / Tasks / Kanban). On GitHub they appear as raw code
blocks — which is why the canonical catalog index.md is kept static
(centrally-assembled) and GitHub-readable.

Frontmatter fields the queries depend on

Dataview reads YAML frontmatter; the schema keeps it consistent:

FieldValuesUsed for
typesource / topic / resultgroup & filter by kind
reviewdraft / verifiedthe verify workflow
statusstub / developing / evergreenmaturity views
kindphenomenon / technique (topics)topic filtering
regimefree_flying / free_floating / fixed_base / generalthe dynamics-assumption axis
layernominal / risk_awarenominal-vs-risk research-phase axis
proof_statusproven / stub (results)Phase-D proof checklist
tagsclosed vocab (YAML list)tag clusters / #tag queries
relatedlist of page stemsgraph / “missing related” view
bibkeymatches ../raw/references.bib (sources/results)citation join
inconsistencieslist of one-line notesthe inconsistency dashboard
created / updatedYYYY-MM-DDrecency views

Writing / extending queries (examples)

```dataview
TABLE status, bibkey FROM "results" WHERE review = "draft"
```
  • Topics still missing kind: LIST FROM "topics" WHERE !kind
  • Everything tagged singularity: TABLE type FROM #singularity (tags become #tags in Dataview)
  • Free-floating re-derivation watch-list: TABLE tags FROM "sources" OR "results" WHERE regime = "free_floating"

Dataview reference: https://blacksmithgu.github.io/obsidian-dataview/

Conventions that keep it healthy

  • Relative-markdown links only ([x](../topics/x.md)), never [[wikilinks]] — GitHub
    compatibility; .obsidian/app.json locks useMarkdownLinks: true, newLinkFormat: relative.
    (Exception: the Kanban verify_board.md uses [[…]] — that is the Kanban file format.)
  • One canonical static index.md (no Dataview), assembled centrally; dynamic views live in
    dashboards/.
  • Important files take no underscore prefix; underscore is reserved for transient reports +
    quarantine/staging dirs.
  • Add any new frontmatter field centrally and document it here, so queries stay consistent.