Learning Routing
Use a deliberate routing decision whenever feedback, an incident, or a solution could become durable knowledge. Keep global context compact; preserve detailed evidence where it remains useful.
When to Use
- A user correction reveals a repeatable standard or preference.
- A bug fix or delivery taught a reusable lesson.
- A project has accumulated memories that may be candidates for Hermes memory or skills.
- You are about to write durable memory or create a skill.
Do not use this to migrate an entire project corpus wholesale.
Procedure
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Separate the durable rule from the incident.
- Record what happened, exact system details, and evidence in the project record.
- Extract only the broadly reusable rule for further classification.
- Completion: the proposed global item stands alone without repo-specific identifiers.
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Decide scope.
- Use user memory for a compact, stable fact about the user or an enduring preference.
- Use a skill for a reusable, multi-step procedure that needs on-demand instructions.
- Use a project record for domain rules, infrastructure details, team conventions, credentials locations, current state, or a one-off incident.
- Completion: choose one primary home; do not duplicate detailed content across all three.
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Decide delivery.
- Keep always-loaded memory to a short declarative fact.
- Put conditional steps, examples, commands, and pitfalls in a skill.
- Keep detailed reasoning, rejected alternatives, and evidence with the project.
- Completion: the item will load only when its detail is useful.
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Check portability and sensitivity.
- Do not promote employer-, repository-, or account-specific details merely because they appear across related repositories.
- Do not promote personal or sensitive information without a clear task benefit and user approval.
- Completion: the destination does not disclose information beyond its intended scope.
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Preserve provenance.
- When promoting a rule, leave the project source intact or archive it rather than deleting it.
- State what was promoted and what intentionally remained project-scoped.
- Completion: a future agent can trace the global rule back to its evidence.
Pitfalls
- A cross-repository fact is not automatically portable to unrelated projects.
- A large global memory or a giant skill reduces relevance and adherence.
- A passing test or a confident agent summary is evidence only when it proves the claimed behavior.
Verification
Before finalizing a promotion, verify that each reviewed item is accounted for as memory, skill, project record, or discarded as stale. Report the count and the reason for each promoted item.