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
missingkind/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/layeraxes (incl. the free-floating re-derivation watch-list). - verify_board.md — Kanban verify board, seeded from
review
(runscripts/seed_kanban.pyto 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:
| Field | Values | Used for |
|---|---|---|
type | source / topic / result | group & filter by kind |
review | draft / verified | the verify workflow |
status | stub / developing / evergreen | maturity views |
kind | phenomenon / technique (topics) | topic filtering |
regime | free_flying / free_floating / fixed_base / general | the dynamics-assumption axis |
layer | nominal / risk_aware | nominal-vs-risk research-phase axis |
proof_status | proven / stub (results) | Phase-D proof checklist |
tags | closed vocab (YAML list) | tag clusters / #tag queries |
related | list of page stems | graph / “missing related” view |
bibkey | matches ../raw/references.bib (sources/results) | citation join |
inconsistencies | list of one-line notes | the inconsistency dashboard |
created / updated | YYYY-MM-DD | recency 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#tagsin 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.jsonlocksuseMarkdownLinks: true,newLinkFormat: relative.
(Exception: the Kanbanverify_board.mduses[[…]]— 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.