research: Obsidian deep dive (file-over-app vaults, plugin API, ecosystem-popularity signal); UC-53/54/55/56

The most INTENT-aligned tool yet and the file-backed counterpart to Roam:
file-over-app vaults (plain .md folders, files canonical, MetadataCache a
derived index), in-file git-diffable addressing/structure (^block-id,
wikilink embeds, YAML frontmatter), and a plugin API (Plugin onload/onunload
over App.vault/metadataCache/workspace) that doubles as an adapter host —
so a vault is dual-attachable (file-store direct or in-app plugin). Mined
the plugin download rankings as demand evidence per the research brief:
#1 is drawings (Excalidraw, non-Markdown content), query-as-DB
(Dataview/Tasks) is top-tier but an add-on, Git is top-7 (bolt-on history),
Remotely Save shows sync-to-anywhere demand. Added UC-53 (attach local
vault w/ live concurrent native editor), UC-54 (query-defined dynamic
page), UC-55 (non-Markdown content types), UC-56 (outbound publish of a
projection); enriched UC-15/28/34/36/40/51/52. Boundary: a vault is one
file-backed candidate shard, not the federation layer and not a file-sync
target.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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2026-06-14 12:51:22 +02:00
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@@ -19,9 +19,9 @@ Learnings update both SCOPE and INTENT where necessary.
|-------|-------|
| Code | Python package scaffold (`src/shard_wiki/`, smoke tests only) |
| Intent | `INTENT.md` established; authorization-in-core amendments drafted |
| Research | yawex prior art; c2 origins; federation concepts; wikiengines overview (`research/260608-*/`); XWiki/TWiki/Foswiki deep dives (`research/260613-*/`); Xanadu + ZigZag + Roam deep dives (`research/260614-*/`) |
| Research | yawex prior art; c2 origins; federation concepts; wikiengines overview (`research/260608-*/`); XWiki/TWiki/Foswiki deep dives (`research/260613-*/`); Xanadu + ZigZag + Roam + Obsidian deep dives (`research/260614-*/`) |
| Demand | NetKingdom integration asks captured, not yet negotiated |
| Spec | Architecture blueprint drafted; UseCaseCatalog 52 UCs from research; PRD/TSD scaffolds |
| Spec | Architecture blueprint drafted; UseCaseCatalog 56 UCs from research; PRD/TSD scaffolds |
| Work | `SHARD-WP-0001` active (6 tasks); `SHARD-WP-0002` active (10 tasks) |
## In Scope (today)

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# 260614 — Obsidian deep dive (file-over-app vaults, plugin API, ecosystem signal)
Date: 2026-06-14
## What this is
A focused study of **Obsidian** — core/extension architecture and the plugin
ecosystem — read through shard-wiki's lens. Obsidian is the **most INTENT-aligned tool
in the research set**: INTENT names Obsidian vaults as a shard participant, and its
**"file over app"** model (notes are plain Markdown files in a folder you own; the app
is a lens) is the closest cousin to shard-wiki's Markdown-first, sovereignty-preserving
thesis. It is the **file-backed counterpart to the Roam dive** (same tool category,
opposite storage model: Roam = client DB + API; Obsidian = files on disk).
Distinctive material:
- **Architecture** — vault = folder of `.md` + `.obsidian/` config; files canonical;
**MetadataCache** is a *derived*, async-rebuilt index (links, embeds, tags,
frontmatter, block IDs, resolved/unresolved links, backlinks)
- **In-file, git-diffable** addressing/structure — `[[wikilinks]]`, `![[embeds]]`
(transclusion), `^block-id` span refs, YAML frontmatter/properties
- **Plugin API** — `Plugin` `onload/onunload`; `App` modules `vault` (CRUD + file
events), `metadataCache`, `workspace` (CM6, views), `fileManager.renameFile`;
`manifest.json`; community plugins, Restricted Mode
- **Ecosystem popularity → UC signal** (§7) — ranked download data mined for use cases,
per the research brief
## Contents
| Path | Role |
|------|------|
| `findings.md` | File-over-app architecture, in-file addressing, plugin API as adapter host, capability profile, **plugin-popularity → UC mapping**, derived-index lesson, INTENT mapping, UC seeds, sources |
## Status
Initial deep dive complete. Four new use cases promoted to `spec/UseCaseCatalog.md`
(UC-53 attach a local vault with a live concurrent native editor, UC-54 query-defined
dynamic page, UC-55 carry non-Markdown content types, UC-56 outbound publish of a
projection); UC-15/28/34/36/40/51/52 enriched. Logged for `SHARD-WP-0002` (T14):
**dual attachment mode** (file-store *or* in-app plugin host), consume-native-derived-
index capability, non-Markdown content types in the page model, outbound publish,
external-writer tolerance.
**Key takeaways recorded:** (1) Obsidian validates *files-canonical / index-derived*
shard-wiki's projection model. (2) Fine-grained addressing & structure can be portable
**in-file text** (`^block-id`, frontmatter), not DB state (contrast Roam). (3) The
ecosystem is demand evidence — the #1 plugin is **drawings** (non-Markdown content),
query-as-DB (Dataview/Tasks) is top-tier but an *add-on*, and **Git is top-7** (users
bolt on the portable history shard-wiki provides natively). **Boundary:** a vault is one
file-backed candidate shard, not the federation layer and not a file-sync target
(not-a-sync-daemon).
</content>

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# Findings — Obsidian: file-over-app vaults, the plugin API, and what the ecosystem reveals
Date: 2026-06-14
Source kind: **modern shipped product** — a local-first Markdown vault tool; the
*most INTENT-aligned candidate shard yet* (file-backed, Markdown-first); plus an
ecosystem whose popularity is direct evidence of what users actually do
Lens: shard-wiki — file-store attachment, in-file fine-grained addressing, derived
index vs. canonical files, the engine-hosts-adapter path, and ecosystem-driven UCs
> Why Obsidian matters most. INTENT names **Obsidian vaults** explicitly as a shard
> participant, and Obsidian's **"file over app"** philosophy — your notes are plain
> Markdown files in a folder you own, the app is just a lens — is the closest cousin
> to shard-wiki's own Markdown-first, sovereignty-preserving thesis. It is also the
> **file-backed counterpart to the Roam dive**: same "personal knowledge tool"
> category, opposite storage model (Roam = client DB + API; Obsidian = files on disk).
> And uniquely among the dives, Obsidian has a **large, ranked plugin ecosystem** — so
> the user's instruction to let *plugin popularity inform the use-case catalog* is
> actionable: what people install tells us what a federated wiki must support (§7).
This dive treats Obsidian as a candidate shard (capability profile §5), studies its
plugin API as an adapter-host surface (§4), and mines the download rankings for UCs
(§7). Pairs with the Roam dive (the DB/API contrast) and the TWiki/Foswiki dives (the
file-store attachment path, UC-40).
---
## 1. Core architecture — file over app
- A **vault** is a local folder of plain **Markdown files** plus a `.obsidian/` config
directory (settings, enabled plugins, themes, workspace layout). **The files are the
source of truth**; the app holds no separate canonical database.
- Markdown is **Obsidian-flavored**: CommonMark + `[[wikilinks]]`, `![[embeds]]`
(transclusion), `^block-id` block references, `#tags`, YAML **frontmatter /
properties** (typed metadata), and callouts. Note: all addressing and structure live
**in the file text** — so they are git-diffable and portable.
- **MetadataCache** is a *derived* index: Obsidian pre-parses every file into cached
metadata (headings, links, embeds, tags, frontmatter, **blocks/block IDs**,
`resolvedLinks` / `unresolvedLinks`, backlinks). It is **rebuilt from files** and
updated **asynchronously** ("don't rely on immediate updates after a modify"). Files
canonical; index derived.
- **Canvas** files (`.canvas`, the open **JSON Canvas** format) hold spatial
arrangements — a non-Markdown content type living in the vault.
- Sync is *not* built into the format: users add Git, Obsidian Sync, or a file-sync
plugin (see §7). The vault is just files.
For shard-wiki this is the **ideal file-backed shard**: Markdown-first, on disk,
git-friendly, with a derived index model that mirrors shard-wiki's own
projection/derived-view philosophy (the cache is to Obsidian what projections and union
BackLinks are to shard-wiki — computed, not canonical).
---
## 2. Addressing, links, transclusion — in-file and git-diffable
- **Links:** `[[Page]]` and `[[Page#Heading]]` / `[[Page#^block-id]]`; the resolved/
unresolved link sets and **backlinks** are computed in MetadataCache — Obsidian's
shipped answer to union BackLinks (UC-05/UC-18), but per-vault.
- **Fine-grained addressing:** a **`^block-id`** suffix on a paragraph (and heading
anchors) gives a stable sub-page address — *but it lives in the Markdown text*, not in
a database. This is the **git-diffable, portable variant** of Roam's `:block/uid`
(which lives in a DataScript DB). Important contrast for UC-51: native span IDs can be
**text-embedded** (Obsidian) or **store-minted** (Roam); the text-embedded form is
more portable and survives a file copy, but is opt-in (the user must add the `^id`).
- **Transclusion:** `![[Page]]`, `![[Page#Heading]]`, `![[Page#^block-id]]` embed live
content by reference — shipped transclusion at page/section/block granularity (UC-32),
again stored as plain text.
---
## 3. Structured data — frontmatter as git-diffable records
YAML **frontmatter / properties** make each note a lightweight typed record
(`tags`, `aliases`, arbitrary keys). This is the **git-diffable structured-data**
variant (cf. TWiki `%META%` inside the file, UC-34) — structure lives in the file, not a
DB. The **Dataview** plugin (§7) turns frontmatter + inline fields + the link graph into
a queryable database — but that query power is an *ecosystem add-on*, not core.
---
## 4. Extension architecture — the plugin API as an adapter host
Obsidian plugins are TypeScript, shipped as `manifest.json` + `main.js` (+ optional
`styles.css`):
- **Manifest:** `id`, `name`, `version`, `minAppVersion` (required); `author`,
`description`, `isDesktopOnly`, `fundingUrl` (optional). Community plugins are
GitHub-hosted and listed in the `obsidian-releases` repo; installed from inside the
app; gated by **Restricted Mode** (plugins run arbitrary code — Node/Electron on
desktop).
- **Plugin lifecycle:** extend `Plugin`, implement **`onload()` / `onunload()`**; use
`registerEvent` / `registerDomEvent` / `registerInterval` for auto-cleanup.
- **The `App` object** (global singleton, `this.app`) exposes four modules:
- **`vault`** — file CRUD: `read` / `cachedRead`, `create`, `modify`, `process`,
`delete`, `rename`, `getFiles`, low-level `adapter`, and **events**
(`on('create'|'modify'|'delete'|'rename')`) for live file-watching.
- **`metadataCache`** — `getFileCache`, `frontmatter`, `links`, `embeds`, `tags`,
`headings`, `blocks`, `resolvedLinks` / `unresolvedLinks`, `getBacklinksForFile`.
- **`workspace`** — panes/leaves/views; `registerView`, `registerEditorExtension`
(CodeMirror 6), `registerMarkdownPostProcessor`.
- **`fileManager`** — high-level ops; **`renameFile`** updates inbound links (use it
instead of raw vault rename to keep link integrity).
- **Registrations:** `addCommand`, `addRibbonIcon`, `addStatusBarItem`,
`addSettingTab`, `registerView`, `registerEditorExtension`,
`registerMarkdownPostProcessor`.
Two consequences for shard-wiki:
1. **A vault is attachable two ways.** (a) **File-store direct attach** (UC-40) — read
the folder as a folder shard; no plugin, offline-capable, git-native; good for
read/projection/overlay. (b) **In-app plugin host** (UC-38) — a shard-wiki adapter
*as an Obsidian plugin* drives `vault` write + `metadataCache` reads + live file
events for high-fidelity write-through. This dual mode is a cleaner story than Roam
(which only offers the in-app path).
2. The **MetadataCache API is a ready-made derived-view source** — backlinks, tags,
block IDs, resolved links — an adapter can consume instead of reparsing.
---
## 5. Obsidian as a shard — capability profile
| Capability | Obsidian | Notes for the adapter contract |
|------------|----------|--------------------------------|
| Read | **yes** | direct file read (folder shard) or `vault.read`/`cachedRead` in-app |
| Write | **yes** | direct file write, or `vault.modify`/`create`/`process` in-app; per-file granularity |
| Write granularity | **per-file (page)** | the natural shard-wiki granularity — contrast Roam (block) and TiddlyWiki (whole-file-single-vault) (UC-35) |
| Identity / addressing | **path + in-file `^block-id` / headings** | git-diffable, portable, **opt-in** span IDs (UC-51 text-embedded variant) |
| Transclusion | **yes** | `![[...]]` page/section/block embeds (UC-32) |
| Backlinks / links | **yes (derived)** | MetadataCache resolved/unresolved links + backlinks (UC-05/18) |
| Structured data | **yes (in-file)** | YAML frontmatter/properties; queryable via Dataview plugin (UC-34) |
| Native query | **plugin only** | Dataview — *not core*; informs UC-52 (query is adapter/plugin-provided, not assumable) |
| Version history | **none native** | users add the Git plugin (top-7!) → validates the coordination journal (UC-36) |
| Diff / merge | **none native** | git-level if Git plugin / repo-backed |
| Lock | **no** | local-first, single-user assumption |
| Publish | **via Obsidian Publish / Quartz / Digital Garden** | outbound publish of a projection (UC-56) |
| Syntax | **Obsidian-flavored Markdown** | close to CommonMark; wikilinks/embeds/callouts/`^id` need adapter awareness (cf. UC-42) |
| Non-Markdown content | **Canvas (JSON Canvas), attachments, Excalidraw** | typed/opaque assets in the vault (UC-55) |
Verdict: Obsidian is the **cleanest file-backed, Markdown-first shard** — the
file-store family (TWiki/Foswiki/DokuWiki, UC-40), and the *reference* personal-vault
shard INTENT already names. Its history/query/sync gaps are exactly what users fill with
plugins (§7) — i.e. exactly what shard-wiki offers as orchestration.
---
## 6. The derived-index lesson (architecture)
Obsidian's **files-canonical / MetadataCache-derived** split is independent validation
of shard-wiki's core stance: the link graph, backlinks, tags, and block index are
**computed projections over canonical files**, rebuilt on change, eventually consistent
("updated asynchronously"). shard-wiki's union BackLinks, projections, and derived views
(UC-05, UC-17UC-20) should likewise be **derived and rebuildable**, never a second
source of truth. The cache-invalidation/async-update caveat is a real design note for
projection freshness (UC-31).
---
## 7. Ecosystem popularity → use-case signal (the user's ask)
All-time download ranks (obsidianstats.com), read as *demand evidence*:
| Plugin (downloads) | What users do with a vault | shard-wiki signal → UC |
|--------------------|----------------------------|------------------------|
| **Excalidraw** (6.4M) | drawings/diagrams as first-class content | non-Markdown content types in a shard → **UC-55 (new)** |
| **Templater** (4.6M), **QuickAdd** (1.9M) | templated note creation | blueprint pages → **UC-15 (enriched)** |
| **Dataview** (4.4M) | query the vault (files+frontmatter+links) as a DB | query-defined dynamic pages → **UC-54 (new)**; query is a *plugin***UC-52 (enriched)** |
| **Tasks** (3.6M) | aggregate to-dos across all notes | cross-page typed-item aggregation → **UC-54** |
| **Advanced Tables** (2.9M) | structured tables in Markdown | in-file structured data → UC-34 |
| **Calendar** (2.8M) | daily-note navigation | temporal dimension (ZigZag `d.recent`) → UC-17 |
| **Git** (2.7M, top-7) | version control + sync on the vault | **history is a bolt-on, not native** → validates coordination journal → **UC-36 (enriched)** |
| **Kanban** (2.4M) | board view of Markdown cards | alternate projection/view of pages → UC-47/48 |
| **Remotely Save** (2.0M) | sync vault to S3 / Dropbox / OneDrive / GDrive / **WebDAV** | demand to federate a vault to heterogeneous remote stores → reinforces INTENT WebDAV/Nextcloud shards (but shard-wiki is *not* a file-sync daemon — attach as shards, don't mirror) |
| **Omnisearch** (1.6M) | search across notes, PDFs, images | union full-text search over mixed content → UC-20 |
| **Importer** (1.4M) | import from Evernote / Notion / Bear / Apple Notes | carry-forward/import from foreign tools → **UC-28 (enriched)** |
| **Smart Connections** (1.0M), **Copilot** (1.5M), **Claudian** (938K) | AI over the vault (related notes, chat) | mostly out of scope; "related notes" ≈ link/equivalence discovery (UC-46) — note the trend, don't build it into core |
| **Tag Wrangler** (981K) | rename/merge tags vault-wide | namespace/tag refactor across the union → UC-22 |
| **Linter** (927K) | normalize frontmatter/formatting | content normalization → fingerprint basis for equivalence (UC-46) |
| **Admonition** (922K) | callouts | Obsidian-flavored syntax → translation awareness (UC-42) |
Headline reads:
- The **#1 plugin is drawings** (Excalidraw) — users keep **non-Markdown content** in
"Markdown" vaults. A wiki orchestrator that assumes pure Markdown will mishandle the
most popular real-world use → **UC-55**.
- **Query-the-vault-as-a-DB** (Dataview #3 + Tasks #4) is a top use — but it is an
*add-on*, confirming query is an **adapter/plugin capability** (UC-52), and motivating
**query-defined dynamic pages** (UC-54).
- **Git is top-7** — users manually bolt portable version control onto their vault. This
is *direct demand* for what shard-wiki provides natively as the coordination journal
(UC-36).
- **Sync-to-anywhere** (Remotely Save #11) shows demand to connect a vault to S3/WebDAV/
cloud — the heterogeneous backends INTENT targets — while reminding us of the
*not-a-file-sync-daemon* boundary.
---
## 8. Mapping to shard-wiki INTENT (compare, do not equate)
### 8.1 Reinforcements
- **File-over-app == shard sovereignty + Markdown-first.** Obsidian is the living proof
that a serious tool can be "just files you own"; it is the model shard for INTENT's
Obsidian/local-folder participants.
- **Files canonical, index derived** validates shard-wiki's projection/derived-view
architecture (§6).
- **In-file, git-diffable structure & addressing** (frontmatter, `^block-id`, embeds)
shows fine-grained addressing and structured data can be **portable text**, not DB
state — friendlier to the coordination journal than Roam's DB.
### 8.2 Deliberate divergences (design bugs if conflated)
1. **A vault is one shard, not the federation.** Local-first, single-vault,
single-user; do not model the union as "one big vault."
2. **Not a file-sync daemon.** The Remotely Save popularity is tempting; shard-wiki must
stay **wiki-page-semantic** — attach remote stores as shards, never generic file
mirroring (INTENT constraint).
3. **`.obsidian/` is opaque app config, not page content.** The adapter must exclude/
treat it as shard-local config, not project it as pages.
4. **Obsidian-flavored Markdown ≠ CommonMark.** Wikilinks/embeds/callouts/`^id` need
adapter awareness; closer than Roam's outline, but still a translation surface
(UC-42).
5. **Plugins run arbitrary code.** If a shard-wiki adapter is hosted *as* an Obsidian
plugin (UC-38 path), it inherits Electron/Node trust — a deployment/security note,
not a core concern.
### 8.3 What Obsidian teaches that shard-wiki should keep
- Offer **both attachment modes** for a vault: zero-config **file-store direct attach**
(read/projection/overlay) and an optional **in-app adapter** (write-through, live
events). Graceful degradation by default, fidelity on opt-in.
- **Consume a backend's existing derived index** (MetadataCache) instead of reparsing,
when the shard exposes one.
- **Embrace non-Markdown content types** (Canvas/attachments/drawings) as typed or
opaque assets with provenance — don't flatten them away (UC-55, extends UC-34).
---
## 9. Use-case seeds → catalog (promoted 2026-06-14)
Last existing UC is **UC-52**. New UCs **UC-53UC-56** added; existing UCs enriched.
| Seed | Catalog action |
|------|----------------|
| **Attach a local-first Markdown vault as a file-backed shard with a live concurrent native editor** — file-watch, tolerate the vault's own app writing concurrently, treat `.obsidian/` as opaque | **UC-53 (new)** |
| **Define a page as a live query over the union** (Dataview/Tasks pattern — query-defined dynamic page) | **UC-54 (new)** |
| **Carry non-Markdown content types** (Canvas/JSON Canvas, drawings, attachments) as typed/opaque assets with provenance | **UC-55 (new)** |
| **Publish a curated projection of the union or a shard to an external read-only target** (Obsidian Publish / Quartz / Digital Garden) | **UC-56 (new)** |
| Local Markdown vault = cleanest file-backed direct-attach; dual attach (file-store *or* in-app plugin host) | **enriches UC-40** (and UC-02, UC-38) |
| In-file `^block-id` / heading anchors = git-diffable, portable, opt-in span IDs | **enriches UC-51** |
| YAML frontmatter/properties = git-diffable in-file structured data | **enriches UC-34** |
| Git plugin (top-7) = users bolt on portable history → demand for the coordination journal | **enriches UC-36** |
| Query is a popular plugin (Dataview), not core → query is adapter/plugin-provided | **enriches UC-52** |
| Importer plugin = import from foreign tools | **enriches UC-28** |
| Templater/QuickAdd = templated creation | **enriches UC-15** |
| `![[...]]` embeds = in-file transclusion | links UC-32 |
| MetadataCache backlinks/links | links UC-05/UC-18 |
---
## 10. Architecture notes for SHARD-WP-0002 (no UC)
- **Dual attachment mode** for a single backend (file-store *and* in-engine adapter)
should be first-class in the adapter contract / T14 binding — Obsidian is the clean
example (Roam was in-app-only; TWiki had file-vs-API but not a personal vault).
- **"Consume native derived index"** as a capability: a shard may expose its own link/
backlink/block index (Obsidian MetadataCache, Roam Datalog) the orchestrator can read
instead of reparsing (ties UC-52).
- **Non-Markdown content types** (UC-55) push on the wiki page model: pages vs. typed
assets vs. opaque blobs — a page-model spec decision, not just adapter config.
- **Outbound publish** (UC-56) formalizes the `publish` capability from INTENT's list as
a projection target, complementing inbound static-export attach (UC-37).
- Concurrent-native-editor (UC-53) needs the contract to express **external-writer
tolerance** (file-watching, re-projection, conflict-with-live-app) — distinct from
multi-user write conflicts.
---
## 11. Open questions (for spec / workplans)
1. For a vault attached **both** ways (file-store + in-app plugin), which is
authoritative, and how do they reconcile (the in-app adapter sees MetadataCache; the
file-store path sees raw bytes)?
2. Is **UC-54 (query-defined dynamic page)** a core page type, an adapter feature, or a
reference-UI/plugin concern? (Mirrors the Roam/Dataview "views are queries" question
and catalog Q7.)
3. How does shard-wiki represent **non-Markdown content** (UC-55) — typed asset with a
Markdown stub, opaque blob with provenance, or a pluggable content-type registry?
4. Does **outbound publish** (UC-56) belong in core or as a publish-adapter family, and
how does it interact with overlays/projection freshness?
5. How is **concurrent native editing** (UC-53) surfaced — optimistic re-projection,
advisory lock, or overlay-onto-moving-target?
---
## 12. Sources
| Source | Used for |
|--------|----------|
| Obsidian API — App Architecture (https://www.mintlify.com/obsidianmd/obsidian-api/concepts/app-architecture) | App singleton, four modules, this.app |
| obsidianmd/obsidian-api README (https://github.com/obsidianmd/obsidian-api/blob/master/README.md) | Plugin lifecycle, Vault/MetadataCache/Workspace/FileManager APIs, registrations, manifest fields |
| DeepWiki — Vault and File System; MetadataCache and Link Resolution (https://deepwiki.com/obsidianmd/obsidian-api) | Vault CRUD + events; MetadataCache parsed elements, resolved/unresolved links, backlinks |
| obsidianstats.com — Most Downloaded Plugins (https://www.obsidianstats.com/most-downloaded) | All-time download ranks + counts for the popularity → UC mapping (§7) |
| Obsidian — "The future of plugins" (https://obsidian.md/blog/future-of-plugins/) | Plugin distribution model, restricted mode context |
| Obsidian Help / JSON Canvas (jsoncanvas.org) | Vault format, `.obsidian/` config, Canvas open format |
Cross-references: `research/260614-roam-deep-dive/findings.md` (DB/API contrast, native
span IDs, query delegation), `research/260613-twiki-deep-dive/findings.md` (file-store
attach UC-40), `spec/UseCaseCatalog.md` (UC-02, UC-05, UC-15, UC-18, UC-28, UC-31,
UC-32, UC-34, UC-36, UC-38, UC-40, UC-51, UC-52), `workplans/SHARD-WP-0002-federation-architecture.md` (T14).
---
## 13. Traceability
- New UCs: **UC-53, UC-54, UC-55, UC-56**`spec/UseCaseCatalog.md`.
- Enriched UCs: **UC-15, UC-28, UC-34, UC-36, UC-40, UC-51, UC-52** (and links UC-02,
UC-05, UC-18, UC-32, UC-38).
- Architecture (no UC): dual attachment mode; consume-native-derived-index capability;
non-Markdown content types in the page model; outbound publish; external-writer
tolerance → `SHARD-WP-0002` (T14).
- Distinctive artifact: **plugin-popularity → UC mapping** (§7) — ecosystem demand
evidence, per the research brief.
- Boundary recorded: an Obsidian vault is **one file-backed candidate shard** (the
cleanest, INTENT-named), mapped into the Markdown-first page model; not the federation
layer and not a file-sync target (INTENT Stability Note + not-a-sync-daemon).
</content>

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@@ -19,4 +19,5 @@ when multiple files or sources are involved. Findings here inform `spec/` and
| 2026-06-13 | `260613-foswiki-deep-dive/` | Foswiki store abstraction, extension API; UC-42/43 |
| 2026-06-14 | `260614-xanadu-deep-dive/` | Project Xanadu — EDL/reference-not-copy, transclusion, addressing; UC-44/45/46 |
| 2026-06-14 | `260614-zigzag-deep-dive/` | ZigZag/zzstructure — information space as orthogonal dimensions; UC-47/48/49 |
| 2026-06-14 | `260614-roam-deep-dive/` | Roam Research — block-graph DataScript DB, transclusion, datalog, Roam Depot extension API; UC-50/51/52 |
| 2026-06-14 | `260614-roam-deep-dive/` | Roam Research — block-graph DataScript DB, transclusion, datalog, Roam Depot extension API; UC-50/51/52 |
| 2026-06-14 | `260614-obsidian-deep-dive/` | Obsidian — file-over-app vaults, plugin API, ecosystem-popularity → UC signal; UC-53/54/55/56 |

View File

@@ -6,8 +6,8 @@ Promoted from `research/260608-c2-wiki-origins/`,
`research/260608-yawex-prior-art/`, `research/260608-federation-concepts/`,
`research/260608-wikiengines-overview/`, `research/260613-xwiki-deep-dive/`,
`research/260613-twiki-deep-dive/`, `research/260613-foswiki-deep-dive/`,
`research/260614-xanadu-deep-dive/`, `research/260614-zigzag-deep-dive/`, and
`research/260614-roam-deep-dive/`.
`research/260614-xanadu-deep-dive/`, `research/260614-zigzag-deep-dive/`,
`research/260614-roam-deep-dive/`, and `research/260614-obsidian-deep-dive/`.
See InfoTechPrimers on coulomb.social for use-case catalog conventions.
## Conventions
@@ -137,7 +137,9 @@ detection.
read-only, or retired shard into an active information space.
**Source:** federation
**Notes:** Caulfield bounded conversation / reverse bit-rot. Optional space
lifecycle policy. Complements UC-02 attach and UC-26 fork at scale.
lifecycle policy. Complements UC-02 attach and UC-26 fork at scale. Obsidian's
**Importer** (1.4M) plugin (Evernote/Notion/Bear/Apple Notes → Markdown) shows demand
for importing from foreign tools (`research/260614-obsidian-deep-dive/findings.md` §7).
**Priority:** Later
### UC-29 — Remix with portable attribution
@@ -225,7 +227,10 @@ topic text file*, so structure is diffable rather than locked in a DB
(`research/260613-twiki-deep-dive/findings.md` §2.3). Roam is the modern exemplar:
`key:: value` attributes over a datom graph, queryable via Datalog
(`research/260614-roam-deep-dive/findings.md` §3, §4) — structure to preserve via
sidecar metadata, and a candidate for query delegation (UC-52).
sidecar metadata, and a candidate for query delegation (UC-52). Obsidian shows the
**git-diffable in-file** variant: YAML frontmatter/properties live in the Markdown text
and are queried by the Dataview plugin (`research/260614-obsidian-deep-dive/findings.md`
§3) — structure as portable text, not DB state.
**Priority:** Later
### UC-35 — Attach a shard with coarse write granularity
@@ -257,7 +262,10 @@ is the journal authoritative or a mirror reconciled back to the engine
internal RCS table (`xwikircs`) is a concrete instance
(`research/260613-xwiki-deep-dive/findings.md` §2.4). This UC is *supplementation*
(the engine's past is DB-locked); where history is already in an open file format
(TWiki RCS `.txt,v`) it can instead be **imported** — see UC-41.
(TWiki RCS `.txt,v`) it can instead be **imported** — see UC-41. Demand evidence:
**Obsidian Git is a top-7 plugin (2.7M)** — users manually bolt portable git history
onto a vault that has none natively (`research/260614-obsidian-deep-dive/findings.md`
§5, §7), exactly the gap the coordination journal fills as core.
**Priority:** Later
### UC-37 — Attach a static engine export as a read-only backup shard
@@ -328,7 +336,10 @@ the choice (`research/260613-twiki-deep-dive/findings.md` §5§6, §8 Q1). Di
from UC-37 (no live origin) and broader than UC-02's generic attach. Foswiki's
**PlainFile** store (timestamped whole-version copies, no RCS) is a cleaner
direct-attach target than RCS diffs (`research/260613-foswiki-deep-dive/findings.md`
§2.2).
§2.2). An **Obsidian vault** is the cleanest case of all — a plain Markdown folder,
Markdown-first and git-friendly — and uniquely **dual-attachable**: file-store direct
*or* via an in-app plugin adapter for write-through + live file events (UC-53,
`research/260614-obsidian-deep-dive/findings.md` §4, §10).
**Priority:** Later
### UC-41 — Import an engine's native file history into the coordination journal
@@ -487,7 +498,10 @@ opaque per-block UID, public and referenceable (`research/260614-roam-deep-dive/
§2, §7). Enables UC-44/45 at sub-page granularity; falls back to content-fingerprint
(UC-46) or path+range where no native ID exists. Open: use native ID directly or wrap in
a shard-scoped address to avoid cross-shard collision and survive projection (findings
§11 Q1).
§11 Q1). Obsidian shows the **text-embedded** variant: `^block-id` and heading anchors
live in the Markdown text — git-diffable and portable (survives a file copy) but opt-in
(`research/260614-obsidian-deep-dive/findings.md` §2), vs Roam's mandatory DB-minted
UID.
**Priority:** Later
### UC-52 — Delegate derived views to a shard's native query engine
@@ -500,7 +514,68 @@ recent changes, typed queries) by delegating to it instead of scanning the proje
(`research/260614-roam-deep-dive/findings.md` §4). Makes "native query" an adapter
capability the orchestrator can key off (vs. computing views itself over the
projection). Operationalizes the ZigZag "dimensions + rasters" insight
(`research/260614-zigzag-deep-dive/findings.md` §5) and relates to UC-05/UC-34.
(`research/260614-zigzag-deep-dive/findings.md` §5) and relates to UC-05/UC-34. Obsidian
nuance: query can be an *ecosystem plugin* (Dataview), **not core** — so "native query"
is adapter/plugin-provided and must not be assumed
(`research/260614-obsidian-deep-dive/findings.md` §7).
**Priority:** Later
### UC-53 — Attach a local-first Markdown vault with a live concurrent native editor
**Actor:** Maintainer
**Goal:** Attach an Obsidian-style local Markdown vault as a file-backed shard while its
own app continues to edit the files concurrently — watching for external changes,
re-projecting, and treating the app's config dir as opaque.
**Source:** obsidian, intent
**Notes:** Obsidian "file over app": vault = folder of `.md` + `.obsidian/` config;
files are canonical (`research/260614-obsidian-deep-dive/findings.md` §1). Cleanest
file-store attach (UC-40) — and uniquely **dual-mode**: zero-config direct attach
(read/projection/overlay) *or* an in-app adapter (Obsidian plugin) for write-through +
live `vault` events (UC-38, findings §4). Needs **external-writer tolerance**
(file-watch, re-project, conflict-with-live-app) distinct from multi-user write
conflicts. Exclude `.obsidian/` as shard-local config, not page content.
**Priority:** Later
### UC-54 — Define a page as a live query over the union
**Actor:** Author
**Goal:** Author a page whose body is materialized from a saved query over the union
(e.g. "all open tasks", "all pages tagged X"), refreshed as the union changes.
**Source:** obsidian, roam, intent
**Notes:** The Obsidian **Dataview** (4.4M downloads) / **Tasks** (3.6M) pattern, and
Roam `{{query}}` — query-defined dynamic pages
(`research/260614-obsidian-deep-dive/findings.md` §7). Distinct from UC-44 (reference/
span manifest) and UC-52 (delegating *computation* of an existing view): here the *page
itself* is a query. Open: core page type vs. adapter vs. reference-UI/plugin (findings
§11 Q2). May delegate execution to a shard's native query engine (UC-52).
**Priority:** Later
### UC-55 — Carry non-Markdown content types as typed or opaque assets
**Actor:** Maintainer or author
**Goal:** Attach and present a shard's non-Markdown content — drawings (Excalidraw),
spatial canvases (JSON Canvas), images, attachments — as typed or opaque assets with
provenance, without flattening them into Markdown or dropping them.
**Source:** obsidian, intent
**Notes:** The **#1 Obsidian plugin is Excalidraw (6.4M)** — users keep non-Markdown
content in "Markdown" vaults (`research/260614-obsidian-deep-dive/findings.md` §7).
Extends UC-34's no-lossy-flatten rule from structured-text to binary/spatial content.
Pushes the **wiki page model**: page vs. typed asset vs. opaque blob — a page-model
decision, not just adapter config (findings §10). JSON Canvas is an open format worth
first-class support.
**Priority:** Later
### UC-56 — Publish a curated projection to an external read-only target
**Actor:** Maintainer
**Goal:** Publish a selected projection of the union (or a shard) to an external
read-only target — a static site or hosted page set — preserving provenance.
**Source:** obsidian, intent
**Notes:** The Obsidian Publish / **Quartz** / Digital Garden pattern — outbound
publish (`research/260614-obsidian-deep-dive/findings.md` §7, §10). Formalizes the
`publish` capability from INTENT's adapter-capability list; **complements UC-37**
(inbound static-export *attach*) as its outbound mirror. Open: core vs. publish-adapter
family; interaction with overlays and projection freshness (findings §11 Q4).
**Priority:** Later
---
@@ -586,7 +661,9 @@ shard-wiki adds Git history as structural safety net beyond social norms.
an agreed layout or subtree.
**Source:** yawex
**Notes:** yawex blueprint pages. Distinct from UC-08 (blank capture) and UC-10
(refactoring existing discussion).
(refactoring existing discussion). Obsidian's popular **Templater** (4.6M) / **QuickAdd**
(1.9M) plugins show templated creation is a top real-world need
(`research/260614-obsidian-deep-dive/findings.md` §7).
**Priority:** Later
### UC-16 — Append or comment without full edit
@@ -741,6 +818,10 @@ CamelCase and `[[free links]]`. Markdown-first link semantics TBD.
| UC-50 | | | | § | ✓ |
| UC-51 | | | | § | ✓ |
| UC-52 | | | | § | ✓ |
| UC-53 | | | | ¶ | ✓ |
| UC-54 | | | | ¶ | ✓ |
| UC-55 | | | | ¶ | ✓ |
| UC-56 | | | | ¶ | ✓ |
| UC-08 | ✓ | | |
| UC-09 | ✓ | | |
| UC-10 | ✓ | | |
@@ -916,6 +997,50 @@ Markdown-first page model, not adopted as a substrate and never the federation l
native-query capabilities, block↔page mapping, and Roam as a second
engine-hosts-adapter exemplar alongside XWiki.
### obsidian mapping
(¶ UC-53UC-56 are placed in the **wikiengines** matrix column as the nearest existing
source — Obsidian is a shipped tool — but their true lineage is the **Obsidian deep
dive**, `research/260614-obsidian-deep-dive/findings.md`.)
| Obsidian mechanism (findings §) | Catalog UC |
|---------------------------------|------------|
| File-over-app vault; cleanest file-backed Markdown shard, dual-attachable (§1, §4) | UC-53 (new); enriches UC-40, UC-02, UC-38 |
| Dataview/Tasks: a page materialized from a query (§7) | UC-54 (new) |
| Excalidraw/Canvas/attachments: non-Markdown content (§7) | UC-55 (new) |
| Obsidian Publish/Quartz: outbound publish (§7) | UC-56 (new) |
| In-file `^block-id` / heading anchors = git-diffable opt-in span IDs (§2) | UC-51 (enriched) |
| YAML frontmatter/properties = git-diffable in-file structured data (§3) | UC-34 (enriched) |
| Git plugin (top-7) = bolt-on portable history (§5, §7) | UC-36 (enriched) |
| Query is a plugin (Dataview), not core (§7) | UC-52 (enriched) |
| Importer plugin = import from foreign tools (§7) | UC-28 (enriched) |
| Templater/QuickAdd = templated creation (§7) | UC-15 (enriched) |
| MetadataCache: files-canonical / index-derived (§1, §6) | reinforces UC-05/1720 derived-view model |
#### Plugin-popularity → use-case signal
Per the research brief (let ecosystem popularity inform the catalog). All-time download
ranks read as **demand evidence** — full table in
`research/260614-obsidian-deep-dive/findings.md` §7. Headlines:
- **#1 is drawings** (Excalidraw 6.4M) → non-Markdown content is a *primary* real-world
use, not an edge case → **UC-55**.
- **Query-as-DB** (Dataview 4.4M, Tasks 3.6M) is top-tier but an *add-on* → query is an
adapter/plugin capability (**UC-52**) and motivates query-defined pages (**UC-54**).
- **Git is top-7** (2.7M) → users manually bolt on portable history → direct demand for
the coordination journal (**UC-36**).
- **Sync-to-anywhere** (Remotely Save 2.0M: S3/Dropbox/OneDrive/GDrive/WebDAV) →
demand to connect a vault to the heterogeneous backends INTENT targets — while
reaffirming the **not-a-file-sync-daemon** boundary (attach as shards, don't mirror).
Note: an Obsidian vault is **one file-backed candidate shard** — the cleanest,
INTENT-named, and the file-store counterpart to the DB-backed Roam shard — mapped into
the Markdown-first page model; **not** the federation layer and **not** a file-sync
target (`research/260614-obsidian-deep-dive/findings.md` §8.2). Architecture logged for
`SHARD-WP-0002` (T14): dual attachment mode, consume-native-derived-index capability,
non-Markdown content types in the page model, outbound publish, external-writer
tolerance.
---
## Open questions
@@ -936,4 +1061,8 @@ engine-hosts-adapter exemplar alongside XWiki.
model — clones, a parallel graph index, or both? (ZigZag dive §10.)
9. Is **in-engine adapter hosting** (e.g. a Roam Depot extension for write-through) an
accepted deployment mode generally, or do we restrict API-only backends to
read/projection/overlay-target? (Roam dive §11 Q2; ties UC-38, UC-50.)
read/projection/overlay-target? (Roam dive §11 Q2; ties UC-38, UC-50.)
10. How does shard-wiki represent **non-Markdown content** (UC-55) — typed asset with a
Markdown stub, opaque blob with provenance, or a pluggable content-type registry?
11. Is a **query-defined page** (UC-54) a core page type, an adapter feature, or a
reference-UI/plugin concern? (Shared with catalog Q7.)