Quick Reference
Audience: collection authors and tool authors looking up an existing rule.
See also:
- Foundations: terminology and shared baselines
- Conformance and Roadmap: conformance modes
This page is non-normative. It maps terms and tasks to the sections that govern them.
Glossary#
| Term | Meaning | Defined in |
|---|---|---|
| Collection | A rooted set of Markdown notes plus governing artifacts | Foundations |
| Core Profile | The minimal authoring profile for a conforming typed collection | Foundations |
| Governed artifact | typedmark.md, a note-type schema, a property set, an automation rule, a saved view, a template, or history.md — Markdown files with governed frontmatter or body surfaces |
Foundations |
| Note type | A named structural class notes are associated with | Foundations |
| Managed note | A note associated with exactly one concrete note type and governed by its schema | Managed Notes and Properties |
| Untyped note | A note outside Core managed-note validation; explicit extensions can govern other surfaces | Foundations |
| Asset | A non-Markdown content file | Foundations |
| Property set | A named reusable bundle of frontmatter, relationships, and headings |
Collection Model |
| Effective note-type schema | The result of composing a concrete schema, its abstract ancestors, and property sets | Note Type Schemas |
| Field definition | The typed contract for one frontmatter property | Field Definition Reference |
| Field conversion | A directional, typed conversion from one field definition to another | Field compatibility and conversion |
| Canonical materialization | Explicit normalization of declared effective values; ordinary edits preserve sparse storage | Managed Notes and Properties |
| Relationship instance | A resolved note-to-note link counted against declared targets | Relationships, Headings, and Templates |
| System | A collection that declares version and scaffold, making it publishable and composable |
Systems, Composition, and Evolution |
| Composition | Building one self-contained collection from ordered source systems | Systems, Composition, and Evolution |
| Marketplace catalog | The marketplace.json index of known systems |
Systems, Composition, and Evolution |
| Vocabulary | A named, reusable value set referenced by allowed_values_from |
Collection Model |
| Automation rule | A declarative event or schedule trigger with an ordered, atomic action list | Collection Model |
| Propagation | Deterministic multi-wave automation execution that commits only at a valid fixed point | Managed Notes and Properties |
| Portable query | A plain-JSON, read-only descriptor for filtering managed notes and projecting deterministic result rows | Portable Queries |
| Dataset | A governed reusable query with stable row identity and a common projected column contract across note types | Datasets |
| Saved view | A governed presentation over an embedded portable query or referenced dataset, using a table, list, cards, or board layout | Saved Views |
| Template region | Marker-delimited static Markdown with a per-note baseline receipt for portable three-way drift detection | Template Drift Tracking |
| Content expansion | Marker-delimited plain Markdown derived from a declared source, with automatic, manual, once, and ejectable modes | Content Expansion |
How do I…#
| I want to… | Use | Defined in |
|---|---|---|
| start with the smallest conforming setup | Core configuration and one concrete schema | Getting Started |
| require a concrete effective value | nullable: false |
Effective values |
| require a field only in some states | conditions with require / require_null |
Conditional constraints |
| restrict a field to fixed values | allowed_values, or allowed_values_from with a vocabulary |
Field Definition Reference |
| make link fields point at real notes | validate_exists: true |
Field Definition Reference |
| restrict which note types a link targets | targets on the link field |
Field Definition Reference |
| auto-fill creation dates or ids | Core generated: now or uuid; other generators use Authoring |
Field Definition Reference |
| stop a value from changing | immutable: true |
Field Definition Reference |
| keep a value unique | unique: true (per type) or unique: collection |
Field Definition Reference |
| say "every meeting belongs to a project" | relationship_kind: belongs_to field + relationship cardinality |
Relationships |
| file notes by date, quarter, or week | {field:format} over a stored/effective date field |
Storage rules |
| add a required name suffix | note_name_suffix.pattern |
Storage rules |
| map notes to types by tag or folder | note_type_mappings with kind: tag or kind: folder |
Note-type mappings |
| require tags collection-wide or by note type | mandatory_tags in the collection or schema |
Mandatory tags |
| react to note changes or a schedule | an automation artifact under <metadata_directory>/automations/ |
Automation rules |
| let automation changes trigger further rules safely | propagation mode with automation_defaults.max_propagation_waves |
Dependency propagation |
| select, filter, sort, group, or limit managed notes portably | a portable query descriptor with where, select, order_by, group_by, and limit |
Portable Queries |
| reuse one multi-type result in several presentations | a dataset artifact under <metadata_directory>/datasets/ and saved views that reference it |
Datasets |
| save and share a table, list, cards, or board view | a saved-view artifact under <metadata_directory>/views/ |
Saved Views |
| build a readable Markdown dashboard from datasets or saved views | one or more dataset- or view-backed content expansions in an ordinary note | Content Expansion |
| detect and reconcile static template changes without overwriting note edits | typedmark:template-region markers plus template_regions baseline receipts |
Template Drift Tracking |
| keep a Markdown region synchronized with a field, relationship, or query result | a typedmark:expansion marker with mode: auto or manual |
Content Expansion |
| share fields across many note types | property sets and default_property_sets |
Collection Model |
| combine differently typed fields safely | field compatibility and conversion rules | Field compatibility and conversion |
| replace old folder-scoped structure | explicitly authored concrete types and mappings | Collection Model |
| tolerate unknown fields on one type only | per-type unknown_field severity |
Note Type Schemas |
| require exactly one Home note | count: {min: 1, max: 1} and fixed storage |
Counts |
| enforce the H1 matches the title | headings.require_h1_title: true |
Heading rules |
| soft-delete or archive a note | core fields deleted / archived |
Core-defined fields |
| give a note alternative link names | core field aliases |
Core-defined fields |
| publish my setup for others | declare version and scaffold; list it in a marketplace |
Systems |
| validate artifacts in my editor or CI | the published JSON Schemas | schema/ |