skills/obsidian-organize/SKILL.md
Organize Obsidian notes according to clawd's preferences. Use when user asks to "organize notes", "move notes to right folder", "clean up vault", "tidy vault", "file this note", or when creating new notes in the Obsidian vault. Also use when moving, renaming, or categorizing notes, or when the vault root has stray files.
npx skillsauth add edwinhu/workflows obsidian-organizeInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Clawd's Obsidian vault follows the PARA method. Every note belongs in a specific folder — nothing lives in the vault root.
Vault/
├── 0. Inbox/ # Unsorted captures, quick notes
├── 1. Projects/ # Active projects with deadlines
├── 2. Areas/ # Ongoing responsibilities
├── 3. Resources/ # Reference material
│ ├── People/ # Notes about individuals
│ ├── References/ # Technical references (APIs, tools, comparisons)
│ ├── Concepts/ # Ideas, frameworks, mental models
│ └── ... # Other resource categories as needed
├── 4. Archive/ # Completed/inactive items
└── Templates/ # Note templates
| Note Type | Folder | Example |
|-----------|--------|---------|
| Person (colleague, contact, public figure) | 3. Resources/People/ | Jeffrey Peck - PSLRA Lobbyist.md |
| API docs, tool guides, tech comparisons | 3. Resources/References/ | Claude API - Streaming Responses.md |
| Concepts, frameworks, mental models | 3. Resources/Concepts/ | Efficient Market Hypothesis.md |
| Active project with a deadline | 1. Projects/ | Current research, course prep |
| Ongoing responsibility (no end date) | 2. Areas/ | Teaching, health, finances |
| Quick capture, unsorted | 0. Inbox/ | To be filed later |
| Done, no longer active | 4. Archive/ | Past projects, old references |
Titles should be descriptive and include context so they're findable without opening the note:
Full Name - Role or Context.md (e.g., Jeffrey Peck - PSLRA Lobbyist.md)Tool/Topic - Specific Aspect.md (e.g., jq - Container Compatibility Notes.md)Avoid generic titles like Meeting Notes.md or Ideas.md — add the date, person, or topic.
3. Resources/) rather than the root0. Inbox/ is the right temporary home — but follow up by filing it properly1. Projects/ to 4. Archive/development
Build the meeting-level proxy-voting × ownership panel on the WRDS SGE grid — ISS N-PX fund votes reduced to (item × block) direction cells, joined to institutional and mutual-fund ownership. Use when working with risk.voteanalysis_npx, N-PX fund-level votes, ISS→CRSP fund linking, index/passive/active voting blocks, or a proxy-voting panel that needs ownership attached.
development
Use when "CRSP CIZ", "CRSP v2", "CRSP flat file format 2.0", "crsp.dsf_v2 / msf_v2", "StkDlySecurityData", "StkMthSecurityData", "StkSecurityInfoHist", "stocknames_v2", "DlyRet / MthRet / DlyPrc / MthPrc", "SHRCD or EXCHCD equivalent in new CRSP", "SIZ to CIZ migration", "CRSP data after 2024", "CRSP delisting returns", "CRSP cumulative adjustment factors", "CRSP index INDNO / INDFAM", or any CRSP stock/index query where the legacy SIZ column names no longer exist.
development
Use when linking or deduping datasets by entity name rather than a shared key — 'fuzzy match', 'fuzzy name matching', 'entity resolution', 'record linkage', 'match company/person names', 'dedupe entity names', 'name-based join', 'bridge identifiers' (CIK ↔ permno ↔ gvkey ↔ wficn ↔ EIN ↔ personid), or any use of char n-gram TF-IDF, cosine similarity on names, `sparse_dot_topn`, or RapidFuzz at scale.
development
Use when building a publication-quality table in Python — 'regression table', 'results table', 'summary statistics table', 'etable', 'coefplot', 'great_tables', 'GT', 'gt table', 'format a table for the paper', 'export table to LaTeX/HTML', significance stars, spanners, or column formatting for a table headed into a paper, slide deck, or notebook.