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Improve memory management documentation and memory terminology
* Improve memory_maintenance memory * Drop "routing" terminology, use "references" instead
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@@ -148,7 +148,7 @@ are kept in sync across renames, and a `serena memories check` command is availa
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to report stale references.
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During the first onboarding, Serena seeds a `memory_maintenance` memory describing the
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conventions (style, references, routing) that subsequent memories should follow, and the
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conventions (style, references) that subsequent memories should follow, and the
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agent is instructed to read it before writing any project-specific memories.
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For more information on this, including the target memory layout, the `mem:` reference
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@@ -30,15 +30,15 @@ criteria:
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2. **Versionable with the project.** Project memories live alongside the code and can
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be committed, reviewed in PRs, and reverted like any other repository artifact.
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3. **Progressive disclosure.** Agents receive the full memory *name list* up
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front as part of their initial instructions; any further routing is described inside
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front as part of their initial instructions; any further references are described inside
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the memory content itself - typically a `mem:core` entry point pointing at focused
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memories. The agent decides what to read based on names plus the routing it has
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memories. The agent decides what to read based on names plus the references it has
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already seen.
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4. **Prefer routing to search.** Given an intelligent agent and well-structured routing, search is
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4. **Prefer references to search.** Given an intelligent agent and well-structured references, search is
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unnecessary - and it adds noise: any retrieval method (lexical or semantic)
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produces both false positives and false negatives. Explicit, name-based routing
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decided by the agent is deterministic and avoids both error modes. Basic search via regex/grep
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is sufficient to complement the routing when needed and is available to any agent.
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produces both false positives and false negatives. Explicit, name-based references
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decided by the agent are deterministic and avoid both error modes. Basic search via regex/grep
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is sufficient to complement the references when needed and is available to any agent.
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5. **Prefer deliberate reads to triggers.** The agent decides what to read and when. The harness does
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not inject memory content on the agent's behalf.
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6. **Framework-agnostic.** The storage format is plain Markdown files in
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@@ -85,7 +85,7 @@ This convention has two practical consequences:
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not resolve to an existing memory, and propose similarly-named candidates as likely intended
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targets.
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The full convention - including style, add/update thresholds, and how to structure routing across
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The full convention - including style, add/update thresholds, and how to structure references across
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`core` memories - is shipped to every onboarded project as the `memory_maintenance` memory; see the
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[Onboarding section](onboarding) below.
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@@ -158,7 +158,7 @@ process if memories are found.
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To make memory conventions discoverable to both the LLM and the user, Serena seeds
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a `memory_maintenance` memory on first onboarding. The seed is copied from a template
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shipped with the Serena package and contains the dense agent-notes style, the
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`mem:` reference convention, the routing model around `core` memories, the
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`mem:` reference convention, the reference model around `core` memories, the
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add/update threshold, and the maintenance actions (rename / delete / split).
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The seeding follows a strict precedence:
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