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phase4-7: rewrite PKM skills for OKF v0.1 alignment

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Phase 4: Rewrite research-vault skill
- Packet becomes OKF bundle with index.md (no frontmatter) and log.md
- All packet pages get proper type frontmatter
- Atomic note template uses merged OKF + vault schema
- Links use markdown [...](...) not wikilinks
- Updated research-packet-template.md reference

Phase 5: Rewrite pkm-curation skill
- Frontmatter normalization adds type field using classification heuristics
- Links use markdown [...](...) not wikilinks
- Bundle awareness added (update index.md, log.md)
- Updated agent-integration.md for OKF conventions

Phase 6: Rewrite conversation-summary skill
- AI Conversation Summaries/ bundle awareness (update index.md, log.md)
- Report and transcript notes get merged frontmatter with proper type
- Links use markdown [...](...) not wikilinks

Phase 7: Review crit skill
- No vault I/O changes needed — pure brainstorming framework
This commit is contained in:
gitadmin
2026-07-06 21:34:55 -04:00
parent 41d1d48025
commit de4f6f137b
5 changed files with 354 additions and 105 deletions
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common/pkm/research-vault/references/research-packet-template.md
+125 -31
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@@ -1,10 +1,27 @@
# Research Packet Template
# Research Packet Template (OKF v0.1)
Use inside `Research/<YYYY-MM-DD> <Topic>/` unless the vault has a clearer convention.
## Required files
The packet is an OKF bundle. See [vault-conventions.md](../../pkm-curation/references/vault-conventions.md) for the full frontmatter schema and type vocabulary.
### `Index.md`
## Bundle structure
```
Research/<YYYY-MM-DD> <Topic>/
├── index.md # OKF progressive-disclosure, no frontmatter
├── log.md # OKF chronological, datestamped entries (newest first)
├── Sources.md # Research Source List
├── Synthesis.md # Research Synthesis
├── Claims.md # Research Claim Index
├── Questions.md # Research Questions
├── Conversation.md # Conversation Report
├── Glossaries.md # Research Glossary
└── <atomic-note>.md # Concept
```
### `index.md`
No frontmatter. Progressive-disclosure listing:
```markdown
# <Topic>
@@ -18,19 +35,19 @@ Use inside `Research/<YYYY-MM-DD> <Topic>/` unless the vault has a clearer conve
-
## Packet Map
- [[Sources]]
- [[Synthesis]]
- [[Claims]]
- [[Questions]]
- [[Conversation]]
- [[Glossaries]]
- [[Log]]
- [Sources](Sources.md) — compiled source list
- [Synthesis](Synthesis.md) — synthesized answer
- [Claims](Claims.md) — evidence-backed claims
- [Questions](Questions.md) — open and resolved questions
- [Conversation](Conversation.md) — raw conversation record
- [Glossaries](Glossaries.md) — term definitions
- [Log](Log.md) — session log
## Related Vault Notes
-
## Compiled Pages
| Page | Type | One-line purpose | Source basis | Status |
| Page | Type | Purpose | Source basis | Status |
|---|---|---|---|---|
| | source summary \| concept \| claim cluster \| synthesis \| promoted | | | draft \| reviewed \| promoted |
@@ -38,9 +55,33 @@ Use inside `Research/<YYYY-MM-DD> <Topic>/` unless the vault has a clearer conve
-
```
### `log.md`
Datestamped entries, newest first. No frontmatter required (concept notes in the bundle DO need frontmatter, but log.md follows OKF §7 format).
```markdown
# Log
## YYYY-MM-DD
* **Event**: Description of what changed.
* **Files changed**: ...
```
### `Sources.md`
```markdown
---
type: Research Source List
title: <Topic> - Sources
description: Compiled source list for <Topic>.
tags: [research, sources]
timestamp: <ISO 8601>
id: <topic-slug>-sources
aliases: []
area: Research
project: ''
---
# Sources
| Source | Type | Why useful | Reliability notes | Accessed |
@@ -60,6 +101,18 @@ Include source links, books, papers, docs, videos, examples, search terms, or re
### `Synthesis.md`
```markdown
---
type: Research Synthesis
title: <Topic> - Synthesis
description: Compiled answer for <Topic> research.
tags: [research, synthesis]
timestamp: <ISO 8601>
id: <topic-slug>-synthesis
aliases: []
area: Research
project: ''
---
# Synthesis
## Short Answer
@@ -79,6 +132,18 @@ Include source links, books, papers, docs, videos, examples, search terms, or re
### `Claims.md`
```markdown
---
type: Research Claim Index
title: <Topic> - Claims
description: Evidence-backed claims for <Topic> research.
tags: [research, claims]
timestamp: <ISO 8601>
id: <topic-slug>-claims
aliases: []
area: Research
project: ''
---
# Claims
## Claim: <single answerable claim>
@@ -96,6 +161,18 @@ Include source links, books, papers, docs, videos, examples, search terms, or re
### `Questions.md`
```markdown
---
type: Research Questions
title: <Topic> - Questions
description: Open and resolved questions for <Topic> research.
tags: [research, questions]
timestamp: <ISO 8601>
id: <topic-slug>-questions
aliases: []
area: Research
project: ''
---
# Questions
## User Questions
@@ -114,6 +191,18 @@ Include source links, books, papers, docs, videos, examples, search terms, or re
### `Conversation.md`
```markdown
---
type: Conversation Report
title: <Topic> - Conversation
description: Narrative summary of the research conversation for <Topic>.
tags: [research, conversation]
timestamp: <ISO 8601>
id: <topic-slug>-conversation
aliases: []
area: Research
project: ''
---
# Conversation
## Learning Goal
@@ -132,25 +221,21 @@ Include source links, books, papers, docs, videos, examples, search terms, or re
Record important answers, corrections, and scope decisions as the session progresses.
### `Log.md`
```markdown
# Log
Append one entry for each ingest, query filed back into the packet, lint pass, promotion, or major correction.
## YYYY-MM-DD HH:MM — <ingest | query | lint | promotion | correction>
- Input:
- Files read:
- Files changed:
- Claims added or revised:
- Links added:
- Open issues:
```
### `Glossaries.md`
```markdown
---
type: Research Glossary
title: <Topic> - Glossary
description: Term definitions for <Topic> research.
tags: [research, glossary]
timestamp: <ISO 8601>
id: <topic-slug>-glossary
aliases: []
area: Research
project: ''
---
# Glossaries
## <Term or Acronym>
@@ -167,12 +252,17 @@ Add every acronym, abbreviation, domain-specific phrase, specialized term, jargo
```markdown
---
type: Concept
title: <Concept Name>
description: <One-line summary of the concept>.
tags: [research, atomic-note, <topic-tag>]
timestamp: <ISO 8601>
id: <stable-id>
aliases: []
tags: [research, atomic-note]
area: <area>
project: [[<packet topic>]]
project: <packet topic>
---
# <Concept>
## Idea
@@ -182,7 +272,7 @@ project: [[<packet topic>]]
<Explain retrieval, decision, or learning value.>
## Evidence or source
- Claim: [[Claims#Claim <anchor or short title>]]
- Claim: [Claims](Claims.md)
- Source:
## Links
@@ -191,5 +281,9 @@ project: [[<packet topic>]]
- Contrasts:
## Promotion status
- Packet-local | candidate for main vault | promoted to [[path/to/promoted note]]
- Packet-local | candidate for main vault | promoted to [path/to/promoted note](path/to/promoted.md)
```
## Linking
Use standard markdown links `[text](relative/path.md)` throughout. Do NOT use `[[wikilinks]]`. Intra-packet links are bundle-relative (e.g., `[Claims](Claims.md)`). Cross-bundle links use vault-relative paths.