Obsidian-Ontology 同步

核心理念Obsidian 是主体（人类撰写自然笔记）→ Ontology 是衍生物（机器提取结构）→ 反馈循环促进两者共同提升

核心概念

Obsidian Notes (Markdown)
    ↓ Extract (every 3 hours)
Ontology Graph (Structured)
    ↓ Query & Analyze
Insights & Suggestions
    ↓ Feedback
Improved Note Templates

使用时机

提取内容

从联系人笔记中提取（references/contacts/*.md）

提取项：

• 人员实体（姓名、电子邮件、电话）
• 工作于→组织
• 相遇于→活动
• 分配给→项目（如提及）
• 状态→（潜在客户、意向客户、客户等）

示例：

# Alice Johnson

**Email:** alice@company.com
**Company:** Acme Corp
**Met At:** Tech Conference 2026
**Projects:** Project Alpha

## Notes
Great developer, responsive communication.

变为：

{
  "entity": {
    "id": "person_alice_johnson",
    "type": "Person",
    "properties": {
      "name": "Alice Johnson",
      "email": "alice@company.com",
      "notes": "Great developer, responsive communication"
    }
  },
  "relations": [
    {"from": "person_alice_johnson", "rel": "works_at", "to": "org_acme"},
    {"from": "person_alice_johnson", "rel": "met_at", "to": "event_tech_conference_2026"},
    {"from": "person_alice_johnson", "rel": "assigned_to", "to": "project_alpha"}
  ]
}

来自客户笔记（参考资料/客户/*.md）

提取：

• 组织实体
• 拥有合同价值→ 数字
• 项目→项目实体
• 主要联系人→人员

来自团队笔记 (references/team/*.md)

提取内容：

• 人员实体
• 供职于→组织
• 分配给→项目[]
• 向...汇报→人员
• 响应模式→ (主动型，被动型，无响应型)

来自每日状态 (daily-status/YYYY-MM-DD/*.md)

提取内容：

• 响应时间人员的属性
• 状态更新→事件
• 阻碍因素→问题实体
• 行为模式追踪

来自项目笔记 (projects/*.md)

提取内容：

• 项目实体
• 为客户端→组织
• 团队→人员[]
• 状态,价值,截止日期

同步流程

1. 提取阶段（Markdown → 本体）

# Run extraction
python3 skills/obsidian-ontology-sync/scripts/sync.py extract

# What it does:
# 1. Scan configured Obsidian directories
# 2. Parse markdown frontmatter + content
# 3. Extract entities (Person, Project, Organization, etc.)
# 4. Extract relationships (works_at, assigned_to, etc.)
# 5. Write to ontology using append-only operations

检测规则：

# Contact files
if file.startswith("references/contacts/"):
    entity_type = "Person"
    extract_email_from_content()
    extract_company_from_property("Company:")
    extract_projects_from_links([[Project]])
    
# Client files
if file.startswith("references/clients/"):
    entity_type = "Organization"
    extract_contract_value()
    extract_projects()
    
# Team files
if file.startswith("references/team/"):
    entity_type = "Person"
    role = "team_member"
    extract_assignments()
    extract_response_patterns()

2. 分析阶段（本体 → 洞察）

# Run analytics
python3 skills/obsidian-ontology-sync/scripts/sync.py analyze

# Generates insights like:
# - "3 team members have no assigned projects"
# - "Contact 'John Doe' missing email address"
# - "Project 'X' has 5 people but no client linked"
# - "10 contacts from AI Summit not linked to follow-up tasks"

3. 反馈阶段（洞察 → 改进个人知识管理）

# Get suggestions
python3 skills/obsidian-ontology-sync/scripts/sync.py feedback

# Creates:
# - Missing property suggestions
# - Broken link reports
# - Relationship suggestions
# - Template improvements

反馈示例：

# Sync Feedback - 2026-02-27

## Missing Information (10 items)
- [ ] `Alice Johnson` missing phone number
- [ ] `Bob` missing email in team file
- [ ] Project `Project Alpha` missing deadline

## Suggested Links (5 items)
- [ ] Link `Jane Doe` (TechHub) to organization `TechHub`
- [ ] Link `Eve` to project (found in daily-status but not in team file)

## Relationship Insights
- `Project Alpha` team: Alice, Carol, David (extracted from daily-status)
- Suggest updating project file with team assignments

## Template Suggestions
- Add `Projects: [[]]` field to contact template
- Add `Response Pattern:` field to team template

配置

config.yaml

# /root/life/pkm/ontology-sync/config.yaml

obsidian:
  vault_path: /root/life/pkm
  
  # What to sync
  sources:
    contacts:
      path: references/contacts
      entity_type: Person
      extract:
        - email_from_content
        - company_from_property
        - projects_from_links
    
    clients:
      path: references/clients
      entity_type: Organization
      extract:
        - contract_value
        - projects
        - contacts
    
    team:
      path: references/team
      entity_type: Person
      role: team_member
      extract:
        - assignments
        - response_patterns
        - reports_to
    
    daily_status:
      path: daily-status
      extract:
        - response_times
        - behavioral_patterns
        - blockers

ontology:
  storage_path: /root/life/pkm/memory/ontology
  format: jsonl  # or sqlite for scale
  
  # Entity types to track
  entities:
    - Person
    - Organization
    - Project
    - Event
    - Task
  
  # Relationships to extract
  relationships:
    - works_at
    - assigned_to
    - met_at
    - for_client
    - reports_to
    - has_task
    - blocks

feedback:
  output_path: /root/life/pkm/ontology-sync/feedback
  generate_reports: true
  suggest_templates: true
  highlight_missing: true

schedule:
  # Run via cron every 3 hours
  sync_interval: "0 */3 * * *"
  analyze_daily: "0 9 * * *"  # 9 AM daily
  feedback_weekly: "0 10 * * MON"  # Monday 10 AM

计划同步（Cron集成）

设置自动同步

# Add to OpenClaw cron
python3 skills/obsidian-ontology-sync/scripts/setup-cron.py

# Or manually via cron tool
cron add \
  --schedule "0 */3 * * *" \
  --task "python3 skills/obsidian-ontology-sync/scripts/sync.py extract" \
  --label "Obsidian → Ontology Sync"

已创建的Cron作业：

1. 每3小时：从Obsidian提取实体 → 更新本体
2. 每日上午9点：运行分析并生成洞察
3. 每周一上午10点：生成反馈报告 + 模板建议

查询（使用本体）

同步完成后，您可以查询：

# All team members on high-value projects
python3 skills/ontology/scripts/ontology.py query \
  --type Person \
  --where '{"role":"team_member"}' \
  --related assigned_to \
  --filter '{"type":"Project","value__gt":400000}'

# Contacts from specific event not yet followed up
python3 skills/ontology/scripts/ontology.py query \
  --type Person \
  --where '{"met_at":"event_tech_conference_2026"}' \
  --missing has_task

# Team response patterns
python3 skills/ontology/scripts/ontology.py query \
  --type Person \
  --where '{"role":"team_member"}' \
  --aggregate response_pattern

# Projects by client
python3 skills/ontology/scripts/ontology.py query \
  --type Project \
  --group-by for_client \
  --count

反馈循环示例

示例1：缺失邮箱检测

本体发现：缺少邮箱属性的人员实体

反馈生成：

## Missing Contact Information

The following team members are missing email addresses:

- [ ] Bob (`references/team/Bob.md`)
- [ ] Lucky (`references/team/Lucky.md`)

**Suggestion:** Add email field to team member template:
\`\`\`markdown
**Email:** 
\`\`\`

示例2：项目链接断裂

本体发现：人员被指派至不存在的项目

反馈生成：

## Broken Project References

Found references to projects that don't have dedicated files:

- [ ] "Project Epsilon" mentioned in team files but no `projects/Project Epsilon.md`
- [ ] "Project Delta Tata DT" assigned but no project file

**Suggestion:** Create project files with template

示例3：关系发现

本体发现：多人在同一家公司工作

反馈生成：

## Suggested Company Grouping

Found 3 contacts at "TechHub":
- Jane Doe
- [2 others from daily-status mentions]

**Suggestion:** Create `references/clients/TechHub.md` and link contacts

与日常工作流程集成

早间例行（上午9点）

# Cron runs analysis
# Generates daily-insights.md with:
- Response rate from yesterday's status requests
- Projects needing attention (blockers mentioned)
- Contacts to follow up (met > 3 days ago, no task)

每周回顾（周一上午10点）

# Cron generates weekly feedback
# Creates suggestions for:
- Missing information to fill in
- Broken links to fix
- New templates to adopt
- Relationship insights

按需查询

# Before a meeting
"Show me all interactions with Client X"

# Resource planning
"Which team members are on <3 projects?"

# Sales pipeline
"Contacts met at conferences in last 30 days without follow-up"

优势

✅ 为您

1. 零额外工作量：只需继续正常书写Obsidian笔记
2. 自动结构化：本体自动提取
3. 强大查询：在所有数据中发现模式
4. 质量提升：反馈循环捕捉遗漏信息
5. 无重复录入：单一事实来源（Obsidian）

✅ 对于团队管理

• 追踪成员参与项目情况（自动提取）
• 监控响应模式（来自每日状态）
• 识别工作量不均衡
• 发现跨项目障碍

✅ 对于销售/业务拓展

• 追踪联系人网络（你见过谁、在哪里、何时）
• 跟进提醒（超过7天前联系过的）
• 关系映射（谁认识谁）
• 销售管道洞察（潜在客户 → 温线索 → 客户）

✅ 对于财务

• 项目估值（从客户笔记中提取）
• 团队成本分配（人员 → 项目 → 收入）
• 收入预测（活跃项目 × 价值）

同步后的文件结构

/root/life/pkm/
├── references/
│   ├── contacts/          # Source notes (you write these)
│   ├── clients/           # Source notes
│   └── team/              # Source notes
├── daily-status/          # Source notes
├── projects/              # Source notes
│
├── memory/ontology/       # Generated ontology
│   ├── graph.jsonl        # Entity/relation storage
│   └── schema.yaml        # Type definitions
│
└── ontology-sync/         # Sync outputs
    ├── config.yaml        # Your config
    ├── feedback/
    │   ├── daily-insights.md
    │   ├── weekly-feedback.md
    │   └── suggestions.md
    └── logs/
        └── sync-YYYY-MM-DD.log

高级功能：双向同步

未来能力：

根据本体论洞见更新 Obsidian 笔记：

# Automatically add missing fields
python3 skills/obsidian-ontology-sync/scripts/sync.py apply-feedback

# What it does:
# - Adds missing email field to contact notes
# - Creates suggested project files
# - Links related entities
# - Updates frontmatter

安全须知：修改文件前务必创建备份。

与其他方案的比较

入门指南

1. 安装依赖项

# Already have ontology skill installed
clawhub install obsidian  # If not already installed

2. 创建配置

python3 skills/obsidian-ontology-sync/scripts/init.py

# Creates:
# - config.yaml with your vault path
# - ontology directory structure
# - cron jobs

3. 运行首次同步

# Manual first sync to test
python3 skills/obsidian-ontology-sync/scripts/sync.py extract --dry-run

# See what would be extracted
# Review, then run for real:
python3 skills/obsidian-ontology-sync/scripts/sync.py extract

4. 启用自动同步

python3 skills/obsidian-ontology-sync/scripts/setup-cron.py

# Confirms cron jobs:
# ✓ Sync every 3 hours
# ✓ Daily analysis at 9 AM
# ✓ Weekly feedback Monday 10 AM

5. 查询您的数据

# Try some queries
python3 skills/obsidian-ontology-sync/scripts/query.py "team members on high value projects"

故障排除

提取问题

# Dry run to see what would be extracted
python3 skills/obsidian-ontology-sync/scripts/sync.py extract --dry-run --verbose

# Check specific file
python3 skills/obsidian-ontology-sync/scripts/debug.py \
  --file references/contacts/Alice.md

查询未找到数据

# Check what's in ontology
python3 skills/ontology/scripts/ontology.py query --type Person

# Verify sync ran
cat /root/life/pkm/ontology-sync/logs/sync-latest.log

未生成反馈

# Manually run analysis
python3 skills/obsidian-ontology-sync/scripts/sync.py analyze
python3 skills/obsidian-ontology-sync/scripts/sync.py feedback

版本历史

• 1.0.0(2026-02-27) - 包含数据提取、分析和反馈回路的初始版本

作者：专为大规模团队管理、联系人追踪和商业智能而构建许可证：MIT标签：obsidian, 本体论, 知识图谱, 个人知识管理, 自动化, 同步