Docs / 08-transformation/06-knowledge-base/obsidian-vault-blueprint
Obsidian Vault Blueprint (vanos-brain)
Complete design of the PRIME PRODUCTS company knowledge vault — structure, conventions, governance, RAG connection, and rollout plan.
Obsidian Vault Blueprint — vanos-brain
The company knowledge system of Prime Products Ltd: a git-backed Obsidian vault, working name vanos-brain. It is a separate vault from key-account-prime, owned by PRIME PRODUCTS, and it is the curated core corpus of the RAG pipeline (../05-technical/rag-and-data-pipeline.md).
Content in vanos-brain may be Greek or English; frontmatter keys and controlled values are always English.
1. Why Obsidian + git
- Plain markdown is AI-readable. No proprietary format between the company’s knowledge and the LLM platform. Every note is directly chunkable, embeddable, and citable.
- Local-first matches the on-prem mandate. Files live on company machines and the on-prem git server; nothing depends on a SaaS vendor’s cloud (see ../05-technical/architecture-overview.md).
- Free/cheap and durable. Obsidian is free for the files themselves; if Obsidian disappears tomorrow, the vault is still a folder of markdown that any editor — or any future AI tool — can read. Knowledge survives tool churn.
- Git gives versioning, backup, audit, and multi-user collaboration. Every change is attributable and reversible; the ingestion pipeline can trigger on commits.
Remote recommendation: a private self-hosted Gitea instance on the on-prem platform (same host cluster as the LLM stack), with a mirrored private GitHub repo (TPL-S-A org or a PRIME PRODUCTS org) as off-site backup. Gitea keeps business data on-prem; the mirror is disaster recovery.
Sync mechanism — recommendation: git-based sync via the obsidian-git community plugin (auto-pull on open, auto-commit/push on interval). Fallback for non-technical heavy editors: self-hosted Obsidian LiveSync (CouchDB) for a small subset of users, still committed to git by a scheduled job.
| Option | Cost | On-prem | Conflict handling | Ingestion trigger | Verdict |
|---|---|---|---|---|---|
| obsidian-git plugin → Gitea | Free | Yes | Git merge; rare conflicts with folder ownership | Native (post-receive hook) | Recommended |
| Self-hosted LiveSync (CouchDB) | Free, +1 service to run | Yes | Real-time, per-note | Needs a git-export job | Supplement for heavy simultaneous editors |
| Obsidian Sync (official) | €/user/month | No — vendor cloud | Good | None | Rejected: violates on-prem mandate |
| Shared network drive | Free | Yes | None — corruption risk | Poor | Rejected |
Conflict avoidance rule of thumb: each department writes inside its own folders; cross-folder edits go through the knowledge manager.
2. Folder tree
vanos-brain/
├── 00-home/ # Dashboards & entry points: vault home, per-role start pages, orphan report
├── 01-company/ # Company profile, org chart, sites (Piraeus HQ, Akti Miaouli, Perama), glossary
│ ├── profile.md
│ ├── organisation.md
│ ├── sites/
│ └── glossary/ # One term per file
├── 02-departments/ # One hub folder per department (15) — the wiki heart of the vault
│ ├── executive-management/
│ ├── sales/
│ ├── procurement/
│ ├── logistics/
│ ├── warehouse/
│ ├── finance/
│ ├── accounting/
│ ├── hr/
│ ├── customer-service/
│ ├── marketing/
│ ├── product-technical-support/
│ ├── it/
│ ├── compliance-quality/
│ ├── administration/
│ └── reporting-bi/
│ # each: _index.md (hub), overview.md, processes/, sops/ (links into 04-sops), knowledge-map.md, faqs.md
├── 03-processes/ # Process map archive — one process per file (SIPOC + swimlane), cross-department
├── 04-sops/ # All SOPs, flat, named sop-<dept>-<slug>.md — single home, linked from dept hubs
├── 05-meetings/ # Meeting notes: daily/, weekly/, monthly/, ad-hoc/ — dated files
├── 06-projects/ # One folder per project, incl. ai-transformation/ (mirror of program milestones)
├── 07-ai/ # Prompt library (by department/task), agent docs, use-case docs, model notes
│ ├── prompts/<dept>/
│ ├── agents/
│ ├── use-cases/
│ └── models/
├── 08-data/ # Data source inventory (one source per file), report catalog
├── 09-decisions/ # Company decision log, ADR-style, NNN-slug.md, append-only
├── 10-risks/ # Risk register — one risk per file + _index register table
├── 11-training/ # Training docs, course notes, onboarding paths per role
├── 12-vendors/ # Vendor & technology notes, evaluations (incl. SoftOne, Microsoft 365)
├── 13-lessons-learned/ # Retrospectives and post-mortems, dated
├── 14-improvement-backlog/ # One improvement idea per file, triaged by status
├── 15-compliance/ # ISO 22000 / 21001 / 29993 controlled documents & doc-control register
├── _templates/ # Templater/core templates — see obsidian-template-library.md
└── _archive/ # Superseded notes, moved not deleted; excluded from RAG
One-line intent per top folder is inline above. Reserved-growth rule (as in key-account-prime): create subfolders when the first real content arrives, not before.
3. File naming rules
- Everything kebab-case, ASCII where possible; transliterate Greek proper nouns in filenames (content may stay Greek).
- Dated notes (meetings, lessons learned, session-style notes):
YYYY-MM-DD-slug.md, e.g.2026-09-14-weekly-sales.md. - SOPs:
sop-<dept>-<slug>.md, e.g.sop-warehouse-inbound-receiving.md. - Decisions:
NNN-slug.mdsequential, e.g.007-adopt-teams-approval-flow.md; never renumbered. - One concept per file. If a note covers two things, split it.
4. Tagging system
Small controlled set, defined in 00-home/tag-registry.md; new tags require knowledge-manager approval.
| Namespace | Values (examples) | Purpose |
|---|---|---|
#dept/… | #dept/sales, #dept/warehouse, … (15) | Cross-folder department filter |
#status/… | #status/draft, #status/review, #status/approved, #status/archived | Mirrors frontmatter status for quick queries |
#type/… | #type/sop, #type/process, #type/faq, #type/prompt, #type/decision | Note kind, mirrors frontmatter type |
#sensitivity/… | #sensitivity/high, #sensitivity/normal, #sensitivity/public | RAG access filtering |
Rules of thumb — folders vs tags vs links:
- Folders answer “who owns this note” (exactly one home).
- Tags answer “what kind of thing is it / how should machines filter it” (few, controlled).
- Links answer “what is this related to” (unlimited, encouraged).
- If you are inventing a tag to group related notes, you probably want a hub note (MOC) with links instead.
5. Linking methodology
- Every note links up to its hub (
_index.mdof its folder or department) in aPart of:line near the top. - Hubs link down to every note they own — a note not reachable from a hub is an orphan.
- MOC pattern (map of content): department
_index.mdfiles and00-home/dashboards are MOCs; they narrate the links, not just list them. - Orphan-note weekly report: a scheduled job (git hook or CI) lists notes with no incoming links and posts the report to
00-home/orphan-report.mdand the knowledge manager’s Teams channel. Orphans are fixed or archived within a week. - Use relative markdown links (GitHub- and RAG-friendly), not bare wiki-links, for anything the site or pipeline must resolve.
6. Frontmatter standard
Identical OKF style to this repo — mandatory on every note, because the RAG pipeline filters on it:
---
name: Inbound receiving SOP (warehouse)
description: Step-by-step receiving procedure for the Perama warehouse.
type: sop # sop | process | faq | prompt | agent | decision | meeting | risk | training | vendor | data-source | glossary | project | note
status: approved # draft | review | approved | archived
last-updated: "2026-09-14"
owner: warehouse-lead # role, not a named individual
tags: [dept/warehouse, type/sop]
vault: vanos-brain
data_sensitivity: normal # public | normal | high
language: el # el | en — content language hint for retrieval
---
status, data_sensitivity, and language are load-bearing: ingestion includes only status: approved, applies access filters from data_sensitivity, and routes embeddings by language.
7. Daily / weekly / monthly note structure
| Cadence | Note | Who writes | Content |
|---|---|---|---|
| Daily | 05-meetings/daily/YYYY-MM-DD-<team>.md | Team lead (2 min) — optional, ops teams only | Blockers, exceptions, handovers |
| Weekly | 05-meetings/weekly/YYYY-MM-DD-<dept>.md | Department head or delegate | Decisions, actions with owners/dates, KPI notes |
| Monthly | 05-meetings/monthly/YYYY-MM-<topic>.md | Executive management / steering | Review against roadmap, escalations |
Meeting Scribe Agent (see ../08-ai-portfolio/ai-agent-registry.md) auto-drafts meeting notes from Teams recordings/transcripts into status: draft; a human attendee curates, fixes attribution, and promotes to status: approved. Drafts never enter RAG.
8. Department knowledge hubs
Each of the 15 folders under 02-departments/ carries an _index.md hub with required sections (template: department hub template in obsidian-template-library.md):
- What we do — 5-line mission and scope.
- Processes — links into
03-processes/owned or touched by the department. - SOPs — links into
04-sops/(sop-<dept>-*). - Systems — which systems the department lives in (SoftOne modules, M365, e-shop, …) with links to
08-data/entries. - Contacts — roles and responsibilities (roles, not names, where the note is
sensitivity/public). - FAQs — link to
faqs.md; the top questions the AI assistant should answer for this department. - Prompt shortcuts — links to the department’s proven prompts in
07-ai/prompts/<dept>/.
9. Knowledge maps per department
Each department maintains knowledge-map.md: a coverage checklist that turns “is our knowledge written down?” into a number.
| Dimension | Measure |
|---|---|
| Processes | # documented in 03-processes/ vs # identified in discovery → % |
| SOPs | # approved SOPs vs # required (from process inventory) → % |
| FAQs | # answered FAQs vs question log from the AI assistant → % |
| Freshness | % of notes with last-updated within review cycle |
These percentages roll up into the program KPI framework (../02-program/kpi-framework.md) and render on Mission Control’s knowledge-base progress page (../07-mission-control/mission-control-blueprint.md).
10. Governance
- Knowledge manager role (part-time, likely compliance/quality or IT): owns conventions, tag registry, orphan report, review calendar, RAG inclusion gate. Department knowledge champions (one per department) own their folder’s quality.
- Review cycles: SOPs reviewed annually (or on process change); every note type carries a freshness expectation — notes past due are flagged in the weekly report and demoted from
approvedtoreviewif untouched after 30 days of flagging. - Quality bar for RAG inclusion: only
status: approvednotes with valid frontmatter and an owner get ingested (../05-technical/rag-and-data-pipeline.md). Approval = department champion sign-off; for15-compliance/documents, the ISO doc-control process applies instead and supersedes this. - Escalation: disputes over ownership or content → knowledge manager → steering per ../02-program/governance-model.md.
11. Long-term role & connection to AI/RAG
vanos-brain is designed to outlive the transformation program as PRIME PRODUCTS’ permanent knowledge system:
- Vault = curated core corpus. ERP data, SharePoint files, and mail stay in source systems; the vault holds the distilled, approved knowledge layer the assistant trusts most.
- Git hook → ingestion. A post-receive hook on Gitea triggers the pipeline: changed
approvednotes are re-chunked, re-embedded, and metadata-filtered bydata_sensitivityanddepttags. - Assistant cites vault notes. Every RAG answer links the source note; users land in the vault (or its rendered site) one click from the answer.
- Gap-report loop. Questions the assistant could not answer well are clustered weekly; the pipeline writes back “missing knowledge” stub notes (
status: draft, tagged#type/faq) into the owning department’s folder — the backlog of what to document next.
12. Rollout plan
| Phase | Month | What happens |
|---|---|---|
| Design | M3 | This blueprint approved; vault + Gitea + templates + hooks stood up; knowledge manager named |
| Seed | M4 | Discovery outputs migrated in: process inventory, org/site profiles, glossary, requirement-linked notes (../03-discovery/requirement-analysis-framework.md) |
| Department rollout | M5+ | Department-by-department, champion-led, sequenced with the pilots (../02-program/roadmap-12-month.md); 2-week onboarding per department: hub built, top-10 SOPs written, knowledge map baselined |
| Habit | M5–M12 | ”Document as you answer”: any question answered twice by a human becomes a note; enforced socially by champions and measured by the gap-report loop |
Success criterion at M12: every department hub live, knowledge-map coverage above the KPI target, and the vault serving as the assistant’s top-cited source.