Roadmap

The workflow is production-ready and in daily use, but several planned improvements remain. This page describes what has been done and what is still coming.

Completed

Ingest overhaul: bundles + olw wiki pipeline ✅

The Phase-3 processing path was rebuilt. On Go, an approved item is no longer turned directly into a literature note by process_item.py. Instead:

  1. build-zotero-bundle.py writes a canonical bundle at raw/{citekey}__{itemKey}.md (metadata, notes, annotations, full text — verbatim, no LLM).
  2. olw ingest reads the new bundles into obsidian-llm-wiki.
  3. olw compile generates draft pages into wiki/.drafts/ using the primary local model (mistral-small:22b, run by olw via wiki.toml).
  4. olw review is the single human quality gate: approved drafts are published to wiki/; rejected drafts are discarded.

The old meta/candidates/ staging area is gone — wiki/.drafts/ plus olw review is now the gate. Personal thinking is captured separately via promote-to-raw.py into raw/notes/. Flashcards and spaced-repetition review have been retired; the olw concept pages in wiki/ now carry the synthesised knowledge.

Rename: phase0-* → feedreader-* ✅

All scripts, configuration files, launchd agents, and internal references renamed. "Phase 0" was not a separate phase in the workflow but the automatic filtering function within Phase 1. The name feedreader better reflects the function: scoring, filtering, and serving RSS/YouTube/podcast feeds.

Inline snippets in the HTML reader ✅

The HTML reader now shows a short text excerpt below each item title (max. 2 lines). For web articles and podcasts this comes from the RSS description or show notes. For YouTube videos it comes from the video description, with a fallback to the opening lines of the cached transcript for channels that provide no meaningful description.

This replaced an earlier design where clicking a YouTube or podcast headline generated a full reading article via Ollama (mistral-small:22b). That approach placed article generation in the wrong part of the workflow: the HTML reader is for filtering, not for deep reading. All headlines now link directly to the original source URL.

In progress

Threshold calibration

The feedreader is learning your preferences by observing which items you add to Zotero (positive signal) and which items you explicitly reject with 👎 (negative signal).

Current requirement: ≥30 positive signals before feedreader-learn.py can produce a reliable initial threshold recommendation.

How to contribute signals:

  • Browse the HTML reader daily
  • Click on interesting items and add them to Zotero _inbox
  • Press 👎 on clearly irrelevant items

feedreader-learn.py runs automatically at 06:15 every morning. Run it manually for a progress report:

~/.local/share/uv/tools/zotero-mcp-server/bin/python3 .claude/feedreader-learn.py

Once ≥30 positives are reached, it will print a threshold recommendation. Apply it in .claude/feedreader-score.py:

THRESHOLD_GREEN  = ...   # from the recommendation
THRESHOLD_YELLOW = ...   # from the recommendation

Learning is continuous. After the initial threshold is set, every 👎 signal and every Zotero addition continues to refine the scoring. There is no endpoint — the feedreader keeps improving as long as you interact with it.

Planned

Autonomous mode — after initial threshold is set

Once the threshold is configured, the feedreader will route items above the threshold automatically to Zotero _inbox via the Zotero web API — without any action from you.

This changes the daily rhythm:

  • Now: browse HTML reader → manually forward interesting items → Phase 2
  • After: feedreader fills _inbox autonomously → you interact mainly in Phase 2 and 3

The HTML reader stays available as a transparency window and as an ongoing calibration channel. The 👎 button continues to work as a correction mechanism. Occasional browsing in NetNewsWire and sharing items to Zotero remains useful for keeping the scoring calibrated over time.

Skill update — after autonomous mode

The research workflow skill (SKILL.md) will be updated to reflect the fully autonomous feedreader as the default state for source 1, and to document the three-source model more precisely in the daily workflow description.

NetNewsWire integration (ongoing, optional)

The three type-specific Atom feeds (filtered-webpage.xml, filtered-youtube.xml, filtered-podcast.xml) are available in NetNewsWire on macOS and iOS. The 👎 button in the NNW article view sends an explicit negative signal to the skip queue, making NetNewsWire a permanent optional calibration channel. Items you want to save go to Zotero via the browser extension or iOS app.

Longer-term perspective

Local orchestrator

The only component in this stack that does not run fully locally is Claude Code as orchestrator. All generation tasks already run locally: bundle compilation and wiki drafting go through mistral-small:22b (run by olw via wiki.toml), and Phase-2 previews fall back to qwen3.5:9b on Ollama — fully local, fully private. In other words, olw is already the local generator. What still goes through the Anthropic API are the workflow instructions Claude Code orchestrates: intake, phase monitoring, vault conventions, and the iterative Go/No-go dialogue.

The open question is therefore not "can a local model do the generation" — olw already does — but whether the orchestration layer itself can move local. Two serious candidates exist:

Open WebUI + MCPO — a self-hosted browser interface that connects to Ollama and can call MCP servers (including zotero-mcp) via the MCPO proxy. Mature interface, actively maintained, works on macOS without Docker.

ollmcp — a terminal interface (TUI) that connects Ollama models to multiple MCP servers simultaneously, with an agent mode and human-in-the-loop controls. Closer to how Claude Code works today.

Neither is yet a full replacement. The orchestration layer that Claude Code provides involves multi-phase session awareness, vault conventions, and reliable instruction-following across many rounds and tools. The landscape is changing fast and worth continuing to follow.