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CONTEXT_GATHERING.md
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CONTEXT_GATHERING.md
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# Unified Context Gathering System
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## Overview
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OpenAugi's unified context gathering system is a powerful foundation that intelligently discovers, filters, and aggregates content from your notes before processing. Instead of having separate, rigid workflows for different commands, you now have **one flexible system** that lets you configure exactly what context to gather, review it before processing, and then choose how to process it.
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Think of it as a three-stage pipeline:
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1. **Gather**: Discover and collect notes based on your criteria
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2. **Review**: Preview and refine your selection with checkboxes
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3. **Process**: Choose to distill, publish, or just save the raw context
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## Why This Matters
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### The Problem It Solves
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Previously, each command had its own way of gathering notes:
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- "Distill linked notes" only looked at direct links (depth 1)
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- "Distill recent activity" used time-based discovery
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- No way to combine approaches or preview before processing
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- No way to save raw context without AI processing
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### The Solution
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The unified system gives you:
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- **Flexible discovery**: Link traversal up to 3 levels deep OR time-based discovery
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- **Intelligent filtering**: Character limits, folder exclusions, journal section filtering
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- **Checkbox review**: See exactly what will be included and toggle individual notes
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- **Multiple outputs**: Distill to atomic notes, publish as blog post, or save raw context
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- **Reusable architecture**: All commands use the same context gathering foundation
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## Core Concepts
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### Source Modes
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**Linked Notes Mode**
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- Starts from current note
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- Follows links breadth-first up to 3 levels deep
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- Includes: `[[wikilinks]]`, embeds, dataview queries, checked checkboxes
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- Perfect for: Processing related content, topic deep-dives, project summaries
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**Recent Activity Mode**
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- Discovers notes by modification time or filename dates
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- Supports "last N days" or specific date range
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- Perfect for: Daily/weekly reviews, periodic summaries, time-based synthesis
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### Link Depth Traversal
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The system uses **Breadth-First Search (BFS)** to traverse links:
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```
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Depth 0: Root note (your starting point)
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Depth 1: Direct links from root
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Depth 2: Links from depth 1 notes
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Depth 3: Links from depth 2 notes
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```
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**Example:**
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```
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You're on: [[Project Overview]]
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├─ Depth 1: [[Meeting Notes]], [[Technical Specs]]
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│ ├─ Depth 2: [[Action Items]], [[Architecture Decisions]]
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│ │ └─ Depth 3: [[Implementation Details]], [[Risk Assessment]]
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```
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**Why BFS?**
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- Captures breadth of related content first
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- Prevents going too deep into narrow tangents
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- More predictable and controllable than depth-first search
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### Character Limits
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Default: **100,000 characters** (~25,000 tokens)
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**How it works:**
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- System tracks total characters as it discovers notes
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- When approaching limit, marks remaining notes as "discovered but not included"
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- You can still manually include them via checkboxes (up to you!)
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- Prevents token overflow and excessive API costs
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### Journal Section Filtering
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For journal-style notes with date headers (e.g., `### 2025-01-15`):
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- **Enabled**: Only extracts sections within your time window
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- **Disabled**: Includes entire note content
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- Configurable date header format in settings
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**Use case:** Your daily journal has 365 sections. You only want the last 7 days worth of entries, not the entire year.
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## New Commands
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### 1. OpenAugi: Process Notes
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**Default behavior:**
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- Source: Linked notes from current note
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- Depth: 1 (direct links only)
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- Shows processing type selector: Distill OR Publish
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**Best for:**
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- Processing a curated set of notes
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- Topic-focused synthesis
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- Creating blog posts from research notes
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**Example workflow:**
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1. Create note: `2025 Q1 Learning.md`
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2. Add links: `[[Book Notes]]`, `[[Course Notes]]`, `[[Project Insights]]`
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3. Run command → adjust depth to 2 → review checkboxes → publish as blog post
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### 2. OpenAugi: Process Recent Activity
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**Default behavior:**
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- Source: Recent activity (last 7 days)
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- Depth: N/A (time-based, not link-based)
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- Shows processing type selector: Distill OR Publish
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**Best for:**
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- Weekly reviews
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- Activity summaries
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- Periodic reflection posts
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**Example workflow:**
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1. Run command
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2. Change to "last 30 days" for monthly review
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3. Exclude "Archive" and "Templates" folders
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4. Select only the notes relevant to your review
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5. Distill to atomic notes for your weekly review summary
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### 3. OpenAugi: Save Context
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**Default behavior:**
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- Source: Linked notes from current note
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- Depth: 1
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- Skips AI processing, saves raw aggregated content
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**Best for:**
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- Gathering research before manual synthesis
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- Creating reference documents
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- Debugging context gathering
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- Exporting collections for external tools
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**Example workflow:**
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1. Create note with links to all project documentation
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2. Run "Save Context" → depth 3 → deselect irrelevant notes
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3. Get single markdown file with all content aggregated
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4. Use for offline reading, sharing, or manual analysis
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## The Complete Flow
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### Step 1: Context Gathering Configuration
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**Modal: "Gather Context"**
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Configure HOW to discover notes:
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**Source:**
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- `Linked notes from current note` (follows links)
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- `Recently modified notes` (time-based)
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**For Linked Notes:**
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- `Root note`: Shows current note (auto-filled)
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- `Link depth`: Slider 1-3 levels
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- `Max characters`: Default 100,000 (adjustable)
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**For Recent Activity:**
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- `Time window`: "Last N days" OR "Specific date range"
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- `Days back`: 1, 7, 30, etc.
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- `From/To dates`: YYYY-MM-DD format
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**Filtering:**
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- `Exclude folders`: Comma-separated list (e.g., "Templates, Archive")
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- `Recent sections only`: Toggle for journal filtering
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- `Journal sections days back`: How many days for section filtering
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**Estimate display:**
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Shows estimated note count and character count before discovery
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**Action:** Click "Discover Notes" →
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### Step 2: Checkbox Selection
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**Modal: "Select Notes to Include"**
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Review ALL discovered notes with full control:
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**Features:**
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- ✅ Checkbox for each note (checked = include)
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- Organized by depth level (for linked notes)
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- Shows character count per note
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- Shows discovery path ("root", "linked from [[X]]", "recent activity")
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- `Select All` / `Deselect All` buttons
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- Real-time summary: "Selected: 8 of 12 notes (24,532 characters, ~6,133 tokens)"
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**Why this step matters:**
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- You see exactly what was discovered
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- Remove irrelevant notes before processing
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- Verify the context makes sense
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- Control costs by managing total size
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**Action:** Click "Continue" →
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### Step 3: Context Preview
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**Modal: "Context Preview"**
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Final review before processing:
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**Displays:**
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- 📊 Summary stats (notes, characters, tokens, source mode, link depth)
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- 📝 List of all included notes
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- 👁️ Preview of first 1000 characters of aggregated content
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**Two paths:**
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**Path A: Save Raw Context**
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- Creates note: `Context YYYY-MM-DD HH-mm-ss.md`
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- Saved to: `OpenAugi/` folder
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- Contains: Metadata + full aggregated content
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- No AI processing, no API cost
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- Opens immediately for review
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**Path B: Process with AI**
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- Shows prompt selection modal →
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### Step 4A: Save Raw Context (Path A)
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**Output:**
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```markdown
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# Gathered Context
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**Source**: linked-notes
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**Notes**: 8
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**Characters**: 24,532
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**Timestamp**: 2025-10-13T14:30:00Z
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**Link Depth**: 2
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## Included Notes
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- [[Root Note]]
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- [[Note 1]]
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- [[Note 2]]
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...
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---
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[Full aggregated content here]
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```
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**Use cases:**
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- Manual synthesis and writing
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- Debugging context issues
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- Sharing context with team
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- Backup before AI processing
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### Step 4B: Process with AI (Path B)
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**Modal: "Process Context"**
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Choose processing type and prompt:
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**Output format:**
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- `Distill to atomic notes` (default)
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- `Publish as single post` (new!)
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**Custom prompt (optional):**
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- Dropdown of prompts from `OpenAugi/Prompts/` folder
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- Or use default prompt
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**Action:** Click "Process" →
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### Step 5: AI Processing & Output
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**If Distill:**
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- Creates atomic notes (one concept per note)
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- Creates summary with links to atomic notes
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- Extracts tasks
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- Saved to: `OpenAugi/Notes/Distill [Name] YYYY-MM-DD/`
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- Summary: `OpenAugi/Summaries/[Name] - distilled.md`
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**If Publish:**
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- Creates single polished blog post
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- Conversational, reader-friendly tone
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- Preserves your voice and personality
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- Saved to: `OpenAugi/Published/[Title] - Published YYYY-MM-DD.md`
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- Includes frontmatter with metadata
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## Processing Types Explained
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### Distill to Atomic Notes
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**What it does:**
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- Analyzes content for distinct concepts and ideas
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- Creates separate notes (one idea per note)
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- Deduplicates and merges overlapping concepts
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- Extracts actionable tasks
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- Generates summary linking all atomic notes
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**Output structure:**
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```
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OpenAugi/Notes/Distill MyProject 2025-10-13 14-30-52/
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├─ Core Concept.md
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├─ Key Decision.md
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├─ Technical Approach.md
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└─ Risk Consideration.md
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OpenAugi/Summaries/MyProject - distilled.md
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└─ [Summary with links to above notes + tasks]
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```
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**Best for:**
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- Building knowledge base
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- Organizing research
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- Breaking down complex topics
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- Creating reusable concept notes
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### Publish as Single Post
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**What it does:**
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- Transforms raw notes into ONE cohesive blog post
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- Preserves your unique voice and personality
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- Adds narrative structure and transitions
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- Formats for readability (headers, paragraphs, emphasis)
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- Creates conversational, direct tone
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**Output structure:**
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```
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OpenAugi/Published/Building Second Brains - Published 2025-10-13.md
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---
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type: published-post
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published_date: 2025-10-13T14:30:00Z
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prompt_used: default
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status: draft
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source_notes: [[Note 1]], [[Note 2]], [[Note 3]]
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---
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# Building a Second Brain That Actually Works
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[Full polished blog post ready to copy-paste]
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---
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*Generated from notes using OpenAugi. Source notes: [[Note 1]], [[Note 2]]...*
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```
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**Best for:**
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- Creating shareable content
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- Blog posts and articles
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- Discord/forum posts
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- Documentation
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- Turning notes into publishable writing
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**Publishing prompt focus:**
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- PRESERVE: Your voice, tone, creative phrases, core insights
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- ADD: Context, transitions, narrative arc, why it matters
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- FORMAT: Short paragraphs, headers, emphasis, conversational
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- TONE: Direct, honest, friend-to-friend explanation
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## Configuration Settings
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**Settings → OpenAugi → Context Gathering Settings**
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### Default Link Depth
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- Slider: 1-3
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- Default: 1 (direct links only)
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- What it does: Sets initial depth when opening context gathering modal
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### Default Max Characters
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- Input: Number
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- Default: 100,000
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- What it does: Character limit before stopping discovery
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- Recommended: 50k-150k depending on your vault size
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### Filter Recent Sections by Default
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- Toggle: On/Off
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- Default: On
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- What it does: Enables journal section filtering in recent activity mode
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- When to disable: If you want full note content always
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### Published Folder
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- Input: Path
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- Default: `OpenAugi/Published`
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- What it does: Where published blog posts are saved
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## How I Intend to Use This
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### Weekly Review & Publishing
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**Every Sunday:**
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1. Run "Process Recent Activity"
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2. Set to "last 7 days"
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3. Exclude "Archive", "Templates", "OpenAugi"
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4. Enable "Recent sections only" (my daily journal is huge)
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5. Review checkboxes - uncheck meeting notes, keep insights
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6. Choose "Publish as single post"
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7. Get weekly reflection blog post ready for my blog
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**Why this works:**
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- Automated discovery of my week's work
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- Filter out noise (meetings, templates)
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- Only recent journal sections (not entire year)
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- Direct path from notes → publishable post
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- Preserves my voice without over-editing
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### Deep Research Synthesis
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**When finishing a research project:**
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1. Create note: `Project X - Research Hub.md`
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2. Add links to all research notes, papers, meeting notes
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3. Run "Process Notes"
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4. Set depth to 3 (capture transitively related notes)
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5. Max characters: 150k (large project)
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6. Review checkboxes, keep only relevant notes
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7. Choose "Distill to atomic notes"
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8. Get organized knowledge base of research insights
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**Why this works:**
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- Depth 3 captures comprehensive context
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- Checkbox review removes tangential notes
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- Distillation creates reusable concept notes
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- Summary shows connections I might have missed
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### Content Pipeline
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**For creating blog content:**
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**Stage 1: Gather context**
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1. Create `Blog Ideas - October.md`
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2. Link to rough notes: `[[Idea 1]]`, `[[Idea 2]]`, etc.
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3. Run "Save Context" (depth 2)
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4. Review raw aggregated content
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5. Manually edit/refine the context note
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**Stage 2: Publish**
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1. Run "Process Notes" on the refined context note
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2. Depth 1 (just the context itself)
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3. Choose "Publish as single post"
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4. Get polished blog post
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**Why this works:**
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- Save context first lets me review before AI processing
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- Manual refinement adds my editorial eye
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- Publishing step transforms refined notes to blog post
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- Two-stage process: gather → refine → publish
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### Project Documentation
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**Creating comprehensive project docs:**
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1. Run "Process Notes" on `Project Overview.md`
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2. Depth 3, max 200k characters
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3. Include all technical specs, decisions, meeting notes
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4. Save raw context first (for reference)
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5. Then process with custom "Technical Documentation" prompt
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6. Get structured technical docs in atomic note format
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**Why this works:**
|
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- Raw context saved for completeness
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- Deep traversal ensures nothing missed
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- Custom prompt focuses on technical aspects
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- Atomic notes create navigable documentation structure
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## Advanced Tips
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### Combining Source Modes
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**Strategy: Recent notes as seed, then traverse links**
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1. First, run "Process Recent" to discover recent work
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2. Save the collection (checkbox selection)
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3. Then run "Process Notes" on that collection with depth 2
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4. Captures recent work PLUS related context
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### Managing Character Limits
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**For large vaults:**
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- Start with 50k character limit
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- Review what gets excluded in checkbox modal
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- If needed, increase limit and re-run
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- Or: Process in batches (multiple depth-1 runs)
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### Journal Section Filtering
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**Best practices:**
|
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- Set date header format to match your journals
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- Enable "Recent sections only" by default
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- Adjust "Journal sections days back" to match time window
|
||||
- Example: 30-day review → 30-day journal sections
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### Custom Prompts for Publishing
|
||||
|
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**Create publishing prompt variants:**
|
||||
- `Technical Blog Post.md` - Focus on explaining technical concepts
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- `Personal Reflection.md` - Emphasis on insights and growth
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- `Tutorial Style.md` - Step-by-step instructional tone
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**Store in:** `OpenAugi/Prompts/`
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||||
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||||
### Iterative Refinement
|
||||
|
||||
**Process:**
|
||||
1. Save raw context first (see what you're working with)
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||||
2. Review, identify gaps or noise
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||||
3. Adjust gathering config (depth, exclusions)
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||||
4. Re-run with refined config
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||||
5. Process with AI when context is clean
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||||
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||||
## Troubleshooting
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||||
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||||
### "No notes discovered"
|
||||
|
||||
**Check:**
|
||||
- Is current note open? (for linked notes mode)
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||||
- Do links exist in current note?
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||||
- Are folders excluded that contain your notes?
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||||
- For recent activity: Is date range correct?
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||||
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||||
### "Character limit exceeded" warning
|
||||
|
||||
**Solutions:**
|
||||
- Increase max characters in config
|
||||
- Use folder exclusions to filter large notes
|
||||
- Reduce link depth
|
||||
- Process in smaller batches
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||||
|
||||
### "Journal section filtering not working"
|
||||
|
||||
**Check:**
|
||||
- Date header format matches your notes exactly
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||||
- Format includes YYYY, MM, DD placeholders
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||||
- Headers are markdown headers (##, ###, etc.)
|
||||
- Enable "Recent sections only" toggle
|
||||
|
||||
### Processing takes too long
|
||||
|
||||
**Optimize:**
|
||||
- Reduce character count (smaller context)
|
||||
- Use folder exclusions aggressively
|
||||
- Start with depth 1, increase if needed
|
||||
- Check for very large linked notes
|
||||
|
||||
### Output not what expected
|
||||
|
||||
**Try:**
|
||||
- Review raw context first (save context command)
|
||||
- Verify checkbox selections
|
||||
- Use custom prompt for specific focus
|
||||
- Add custom context in notes for guidance
|
||||
|
||||
## Future Enhancements
|
||||
|
||||
Potential additions to the system:
|
||||
|
||||
**Section-level selection:**
|
||||
- Checkbox specific headings within notes
|
||||
- Include only relevant sections
|
||||
- More granular control than note-level
|
||||
|
||||
**Smart filtering:**
|
||||
- Auto-exclude based on tags
|
||||
- Include only notes with specific properties
|
||||
- Filter by note type or template
|
||||
|
||||
**Preset configurations:**
|
||||
- Save gathering configs as presets
|
||||
- Quick-select "Weekly Review" config
|
||||
- Share configs between vaults
|
||||
|
||||
**Graph-based discovery:**
|
||||
- Visual graph of discovered notes
|
||||
- Click to toggle inclusion
|
||||
- See relationships before processing
|
||||
|
||||
**Batch operations:**
|
||||
- Process multiple root notes at once
|
||||
- Merge contexts from different sources
|
||||
- Parallel processing workflows
|
||||
|
||||
## Technical Details
|
||||
|
||||
### BFS Algorithm
|
||||
|
||||
The link traversal uses breadth-first search:
|
||||
|
||||
```typescript
|
||||
Queue: [root]
|
||||
Depth 0: Process root, add direct links to queue
|
||||
Depth 1: Process direct links, add their links to queue
|
||||
Depth 2: Process second-level links, add their links to queue
|
||||
Depth 3: Process third-level links (stop, max depth reached)
|
||||
```
|
||||
|
||||
**Properties:**
|
||||
- Explores broadly before deeply
|
||||
- Guarantees shortest path to any note
|
||||
- Respects character limits during traversal
|
||||
- Marks overflow notes as "discovered but excluded"
|
||||
|
||||
### Character Counting
|
||||
|
||||
Tracks cumulative characters during discovery:
|
||||
|
||||
```typescript
|
||||
totalChars = 0
|
||||
for each discovered note:
|
||||
contentSize = note.length
|
||||
if totalChars + contentSize > maxChars:
|
||||
mark note as excluded (overflow)
|
||||
else:
|
||||
include note
|
||||
totalChars += contentSize
|
||||
```
|
||||
|
||||
User can manually override exclusions in checkbox modal.
|
||||
|
||||
### Aggregation Format
|
||||
|
||||
Content aggregated as:
|
||||
|
||||
```markdown
|
||||
# Note: [Note 1 Title]
|
||||
|
||||
[Note 1 full content]
|
||||
|
||||
# Note: [Note 2 Title]
|
||||
|
||||
[Note 2 full content]
|
||||
```
|
||||
|
||||
This format:
|
||||
- Preserves note boundaries
|
||||
- Maintains context for AI
|
||||
- Easy to read in raw format
|
||||
- Works well for both distill and publish
|
||||
|
||||
## Comparison with Previous System
|
||||
|
||||
| Feature | Before | Now |
|
||||
|---------|--------|-----|
|
||||
| Link depth | 1 only | 1-3 configurable |
|
||||
| Preview before processing | No | Yes (checkbox modal) |
|
||||
| Character limits | None | Configurable |
|
||||
| Save raw context | No | Yes |
|
||||
| Publishing support | No | Yes |
|
||||
| Source flexibility | Fixed per command | Choose in modal |
|
||||
| Manual selection | Only for recent activity | All modes |
|
||||
| Reusable architecture | No | Yes |
|
||||
|
||||
The new system is a **superset** of the old functionality - everything that worked before still works, but with more control and flexibility.
|
||||
Loading…
Reference in a new issue