Weekly Review Checklist

Purpose

Keep your vault healthy. Prevent chaos. Ensure your research is moving forward.

Before You Start

Open 00 Dashboard
Close all other notes
Set a timer for 30 minutes

The Checklist

1. Dashboard Health (5 min)

Vault Overview shows all expected notes
No broken Dataview queries
Recently Modified shows this week’s work
Untagged Notes list is manageable (under 10)

2. Orphaned Notes (10 min)

Open 03 Permanent Notes/Index
Find Permanent Notes with no “Linked By” (no incoming links)
For each orphaned note:
- Does it need links TO other notes? Add them.
- Does it need links FROM other notes? Find where it belongs.
- If it’s not useful, move to 99 Archive/

3. Literature Note Quality (5 min)

Open 02 Literature Notes/Index
Check for notes with empty “Critical Analysis” section
Add critique to any that are just summaries

4. Source Backlog (5 min)

Open 01 Sources
Count unread sources
If more than 5, schedule reading time
If any sources are stale (no Literature Note after 2 weeks), prioritize or discard

5. Project Status (5 min)

Open 04 Projects/Index
Check status of each active project
Update any “draft” that should be “working”
Move any “stable” project to 05 Outputs/

6. Tags and Metadata (5 min)

Run through Untagged Notes list
Add relevant tags
Check for inconsistent tags (e.g., Policy vs policy)
Standardize to lowercase, hyphenated format

7. AI Assistance (5 min)

Pick one note that feels “stuck”
Run Copilot “Find Connections”
Add any genuinely useful links
Ignore suggestions that don’t fit

8. Archive Cleanup (5 min)

Open 99 Archive
Anything that can be deleted? (Be ruthless)
Anything that should be un-archived?

After Review

Close all notes
Open 00 Dashboard
Note your current project count, note count, and any concerns
Schedule next week’s review

Monthly Deep Review (1 hour, first Sunday of month)

Re-read your oldest Permanent Notes
Have your views changed? Update them.
Check concept maturity: any Candidates ready to become Supported?
Review Outputs: anything ready to publish?
Check Research Standards: are you following your own rules?
Update this checklist if needed

Red Flags (Act Immediately)

Symptom	Problem	Fix
Dashboard shows errors	Broken Dataview query	Check note in Source mode
Templater not filling dates	Corrupted template	Rebuild template in Source mode
Copilot not responding	API issue	Check settings and key
More than 20 untagged notes	Falling behind on organization	Schedule extra tagging session
Orphaned notes increasing	Not linking ideas	Spend next session only on connections
No notes created this week	Research stall	Re-read motivation, pick one small source

Success Metrics

All notes have complete metadata
All Permanent Notes have at least one link
All Literature Notes have critical analysis
All Sources have corresponding Literature Notes
Dashboard loads without errors
You can find any note in under 10 seconds