See IDV Pro packaging instructions

Start with Ideaverse Pro

  • Duplicate the IDV_Pro_Team vault into a new vault

How to "add all the stuff"

  • It’s a delicate balancing act, because there are a lot of tiny tweaks as you work.
  • Have both vaults open side by side.
  • As a note is ready to be duplicated from Ideaverse to Ideaverse Pro, just have it “show in Finder” then opt-drag it directly onto Ideaverse Pro then move it to the proper areas.
  • You might end up making tweaks to the file in Ideaverse Pro. In that case, make sure to copy/paste anything back over to the master file in my personal Ideaverse.
  • Use Home Pro Basic and Home Pro as your single source of truth.
  • Update: the Obsidian version, all plugins, all themes.
  • You don’t have to include Ideaverse Pro Changelog in the vault, but the changelog needs to be updated, maintained, and shared in the proper public and community spaces online.
  • You’ll probably want to update LYT Standards of Classification before adding it.
  • Then, when it comes time for packaging, you’ll need to copy and paste all of those notes into the following folder structure:

Add all Templates below

Go to Templates to learn more.

Base Templates

Atlas Templates & Collections

Calendar Templates & Collections

Efforts Templates & Collections

Add-ons These are not full templates, but rather add-ons

  • Template Classification Master Keys
  • Plugins
    • Add the Quick Add Plugin in .obsidian/plugins Settings
  • Scripts
    • movie.js: this hidden js file is used by a QuickAdd macro. If you want it to work immediately without change the QuickAdd settings, put this file in x/x/Scripts. It won’t show up in Obsidian; you’ll need to move it in Finder on Mac or File Explorer on Windows.
  • Images » x/Images
    • Make sure you are not missing any images. If you are, just make it easy on yourself and move them in the main vault to x/Images so they will all be there in future packagings.

  • Note: Only a few notes require me to spin off a (Pro) note, which I’d prefer to avoid when possible.

Packaging Ideaverse Pro

  • Zip it. Call the zip file Ideaverse Pro - YYYY-MM-DD.
  • Place it in a parent folder with the date included as well.
  • Upload to Google Drive to share with the team.

Make sure to update that very specific .obsidian subfolder!

Then go back your main Ideaverse, and go to the subfolder: Atlas/Vaults/Ideaverse/.obsidian.

  • Copy the just-updated Ideaverse Pro .obsidian settings and paste them there. - This will save many future errors from happening.

Then Do Ideaverse Zero

  • First, duplicate the latest Ideaverse Pro by Option-dragging
  • Rename it from Ideaverse Pro to Ideaverse Zero.
  • Then open it.
  • Keep in /
    • Home Pro
  • Keep in +
    • What is an ideaverse
  • Atlas
    • Keep in Atlas/Maps…NOTE: Make sure to keep any new Collections or types of maps that have auto-updating queries in them. That means you’ll likely have to add to this list (and likely delete or rename a few too.
    • Keep in Atlas/x
        • About Atlas
        • About these notes
      • Remove all notes in other subfolders
    • In Atlas/Dots and subfolders, remove all notes
  • In Calendar and subfolders, remove all notes
    • Remove 2023 subfolder
  • In Efforts and subfolders, remove all notes
  • Keep in Atlas/x/Meta
    • LYT Classification System for Personal Knowledge Management.md
    • LYT Standards of Classification.md
    • Nick Milo’s Pro Custom Callouts.md
    • Master Keys folder
  • Keep in Atlas/Sources
      • About Sources
  • Keep in x/Excalidraw
    • excalibrain
  • Keep in Atlas/Utilities/Images
    • lyt-logo-04
    • McCall-pen-sketch-narrow
    • mckie-ship-and-sea-mid-narrow-
    • pale-blue-dot-banner
    • robert-mccall-black-hole-concept-art copy
    • robert-mccall-black-hole-concept-art-bottom-IDV-Pro.jpg
    • robert-mccall-space-deep-space-ship-IDV-Pro
    • robert-mccall-space-ship-launch-narrower
    • whelan-space-station-1978-mod
    • whelan-space-station-1978-narrow
    • whelan-the-wave-1994
  • Keep all the prompts in x/Prompts
  • Make sure to keep the x/x/Scripts folder because it has a hidden script you can see in Finder
  • Keep all the templates in x/Templates
  • Collapse all folders in the explorer view
  • Clear out search
  • Open the Default workspace
  • Zip it. Call the zip file Ideaverse Zero - YYYY-MM-DD.
  • Place it in a parent folder with the date included as well.

Then, if you still have emojis in filenames

  • Duplicate and get rid of them for the Windows version, but it’s better just to get rid of them for the standard version.
  • I should like to add them back to my personal ones.

Then, here are tiny things to double-check

This was a list Nick added 2024-07-27 as 1.5 was being packaged.

  • Let’s toggle off Core Plugin Sync.
  • Make sure no hotkeys are conflicting. Recently, these ones were:
    • Hotkey Open link under cursor to the right: delete the current hotkey
    • Hotkey Open current tab in new window: delete the current hotkey
    • Hotkey QuickAdd: Run QuickAdd: delete the current hotkey
    • Hotkey Calendar: Open Weekly Note: delete the current hotkey
  • Left Ribbon: It’s showing 11 icons. Hoping we can only show: Quick Switcher, Command Palette, Templates, and Graph (in that order)
  • Linked Mentions Pane: Toggle on Collapse results
  • Unlinked Mentions Pane: Fold unlinked mentions
  • Bottom left pane position: Lower it from half down to 40% from the bottom (so it’ll show fewer linked mentions).
  • Upper right pane order left-to-right: File properties, Calendar, Tags, Outline, All properties
  • Bookmarks pane: This is empty. Let’s disable this Core Plugin.
  • mapType: Completely delete all references to this property type
  • mapPurpose: Completely delete all references to this property type
  • Make Home Pro Basic the note IDV Pro opens on for the first time.
  • Disable spellcheck
  • Graph View Filters:
    • Add collections to be pink
    • Add Home notes to be yellow
    • Dots aqua
    • Maps purple