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40 lines
3.5 KiB
40 lines
3.5 KiB
2 months ago
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---
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name: "kb"
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description: "Vault-first recall. Search Daniel's Obsidian KB (D:\\Repos\\Obsidian) BEFORE WorkIQ/M365, Azure DevOps, IcM, or the browser. Use for any lookup: \"who is X\", \"what's my/his alias, SC-ALT, email, ID, manager, office\", \"what did we decide about X\", \"when did we meet about X\", \"what is <acronym>\", \"remind me\", \"do we know\", \"look it up\", \"check the KB\", plus anything about squads, Connects, RISE, meetings, daily notes, or people Daniel works with."
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---
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# kb — vault-first recall
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The Obsidian vault at `D:\Repos\Obsidian` is the system of record for durable facts. External systems (WorkIQ/M365, ADO, IcM, browser) are the **fallback**, not the first stop. 247 notes / ~2.3 MB — searching it is effectively free, so there is never a latency excuse to skip it.
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Read `D:\Repos\Obsidian\AGENTS.md` §5.2 (`query`) for the full protocol. Its layer rules bind you: never edit anything in the Raw layer (`Transcripts/`, `00 - Chats/`, `02 - Meetings/*.vtt`, `07 - AI Sessions/`).
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## Search ladder — stop as soon as you have the answer
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1. **Quick Reference** — `05 - Resources\Quick Reference.md`. The cheat sheet for accounts, aliases, SC-ALT, Graph IDs, org/management chain, team rosters, tooling handles. Most "simple thing" questions end here. Read it before anything else.
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2. **MOC hubs** — `meta\moc\_index.md`, then `people.md`, `connects.md`, and the squad MOCs (`c3-omr-reliability-tooling.md`, `c4-sre-core.md`).
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3. **Entity pages** — `03 - Squads\<Squad>\02 - People.md`, `04 - Decisions.md`, `05 - Open Questions.md`, `06 - Glossary.md`.
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4. **Full-text search** — use the `grep` tool (ripgrep), case-insensitive, scoped to `D:\Repos\Obsidian`. Search the person/term AND its likely aliases (first name, alias, email local-part, acronym). Batch several `grep` calls in one response rather than probing one at a time.
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5. **Filename / date search** — use `glob` for dated material: `01 - Daily\YYYY-MM-DD.md`, `02 - Meetings\YYYY-MM-DD - *\summary.md`, `00 - Chats\YYYY-MM\*.md`.
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6. **Past AI sessions** — `07 - AI Sessions/`, or the richer `sessql` MCP (`find_sessions_hybrid`) when the answer was likely worked out in an earlier session rather than written to a note.
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## Answering
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- **Cite the notes.** Name the specific file(s) the answer came from, as `[[wikilink]]` or a path. An uncited recall answer is not acceptable.
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- **Never fabricate.** If the vault is silent, say so explicitly.
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- **Prefer specific over stale.** If two notes conflict, trust the one with the newer `updated:` frontmatter and say the two disagree.
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## On a miss
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State plainly what you searched and that the vault came up empty, *then* escalate to the external system (WorkIQ/M365, ADO, IcM, browser). Do not silently fall through — the user needs to know the KB has a gap.
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## Closing the loop (this is what makes it compound)
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When you resolve a **durable, reusable** fact from an external system that the vault should have known:
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1. Offer to write it back. Do not write silently — ask first (AGENTS.md §5.2 step 4).
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2. Route it: identity/account/org facts → append to the right table in `05 - Resources\Quick Reference.md`; a person → `meta\moc\people.md` or a person page; a squad decision → that squad's `04 - Decisions.md`; anything else durable → a new `type: resource` page in `05 - Resources\`.
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3. Bump `updated:` in frontmatter, add a `sources:` entry, and append a one-line entry to `meta\log.md` per AGENTS.md §7.
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Facts that are personal preferences or standing behavioral rules belong in Scout memory (`m_remember`) instead of the vault.
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