diff --git a/.github/copilot-instructions.md b/.github/copilot-instructions.md
index ebe2aa95..8c829a36 100644
--- a/.github/copilot-instructions.md
+++ b/.github/copilot-instructions.md
@@ -1,186 +1,208 @@
-# Hyrax - An extensible Framework for Machine Learning in Astronomy
-
-**ALWAYS follow these instructions first and only fallback to additional search and context gathering if the information here is incomplete or found to be in error.**
-
-Hyrax is a Python-based tool for hunting rare and anomalous sources in large astronomical imaging surveys. It supports downloading cutouts, building latent representations, interactive visualization, and anomaly detection using PyTorch models.
-
-## Working Effectively
-
-### Bootstrap and Setup - NEVER CANCEL these commands
-- Create virtual environment: `conda create -n hyrax python=3.10 && conda activate hyrax`
-- Clone repository: `git clone https://github.com/lincc-frameworks/hyrax.git`
-- **CRITICAL**: Install dependencies using `.setup_dev.sh` script:
-  - `cd hyrax && echo 'y' | bash .setup_dev.sh` -- NEVER CANCEL: Takes 5-15 minutes depending on network. Set timeout to 20+ minutes.
-  - Script installs package with `pip install -e .'[dev]'` and sets up pre-commit hooks
-  - **Note**: Script prompts for system install if no virtual environment detected - respond 'y' to proceed
-  - **Alternative manual installation** if script fails due to network issues:
-    - `python -m pip install --upgrade pip` first
-    - `python -m pip install -e .'[dev]'` -- NEVER CANCEL: Takes 5-15 minutes. Set timeout to 20+ minutes.
-    - `python -m pip install pre-commit && pre-commit install` 
-    - `conda install pandoc` (for documentation)
-  - **Network Issues**: Installation may fail with ReadTimeoutError due to PyPI connectivity. Retry installation multiple times if needed.
-
-### Build and Test Commands - NEVER CANCEL these commands
-- **Run tests**: `python -m pytest -m "not slow"` -- NEVER CANCEL: Takes 2-5 minutes. Set timeout to 10+ minutes.
-- **Run tests with coverage**: `python -m pytest --cov=hyrax --cov-report=xml -m "not slow"` -- NEVER CANCEL: Takes 3-6 minutes. Set timeout to 10+ minutes.
-- **Run slow tests**: `python -m pytest -m "slow"` -- NEVER CANCEL: Takes 10-20 minutes. Set timeout to 30+ minutes.
-- **Run all tests**: `python -m pytest` -- NEVER CANCEL: Takes 15-25 minutes. Set timeout to 45+ minutes.
-- **Run parallel tests**: `python -m pytest -n auto` (uses multiple cores)
-
-### CLI Usage and Functionality
-- **Main CLI entry point**: `hyrax` command (defined in pyproject.toml as `hyrax = "hyrax_cli.main:main"`)
-- **Check version**: `hyrax --version`
-- **Get help**: `hyrax --help`
-- **Available verbs/commands**: 
-  - **Core operations**: `train`, `infer`, `download`, `prepare`
-  - **Analysis**: `umap`, `visualize`, `lookup`
-  - **Vector DB**: `save_to_database`, `database_connection`
-  - **Utilities**: `rebuild_manifest`
-- **Verb-specific help**: `hyrax <verb> --help` (e.g., `hyrax train --help`)
-- **Configuration**: Use `--runtime-config path/to/config.toml` or `-c path/to/config.toml`
-- **Verb implementation**: All verbs are classes in `src/hyrax/verbs/` that inherit from `Verb` base class
-
-### Development and Code Quality - NEVER CANCEL these commands
-- **Pre-commit checks**: `pre-commit run --all-files` -- NEVER CANCEL: Takes 3-8 minutes. Set timeout to 15+ minutes.
-- **Linting with ruff**: `ruff check src/ tests/` -- Takes 10-30 seconds.
-- **Format with ruff**: `ruff format src/ tests/` -- Takes 10-30 seconds.
-- **Build documentation**: `sphinx-build -M html ./docs ./_readthedocs` -- NEVER CANCEL: Takes 2-4 minutes. Set timeout to 10+ minutes.
-
-## Validation and Testing
-
-### CRITICAL: Always run these validation steps after making changes
-1. **NEVER CANCEL**: Lint and format code: `ruff check src/ tests/ && ruff format src/ tests/`
-2. **NEVER CANCEL**: Run unit tests: `python -m pytest -m "not slow"` (timeout: 10+ minutes)
-3. **NEVER CANCEL**: Run pre-commit hooks: `pre-commit run --all-files` (timeout: 15+ minutes)
-
-### Manual Validation Scenarios
-After making changes, ALWAYS test these scenarios:
-1. **CLI functionality**: Run `hyrax --help` and `hyrax --version` to ensure CLI works
-2. **Import test**: `python -c "import hyrax; h = hyrax.Hyrax(); print('Success')"` 
-3. **Configuration loading**: Verify config loads with `hyrax.Hyrax()` constructor
-4. **Verb functionality**: Test relevant verbs like `hyrax train --help` if modifying training code
-
-### Test Categories and Markers
-- **Fast tests**: `python -m pytest -m "not slow"` (default test suite)
-- **Slow tests**: `python -m pytest -m "slow"` (integration and E2E tests)
-- **E2E tests**: Full end-to-end workflows testing models and datasets
-- **Test datasets**: Uses built-in datasets like `HyraxCifarDataset`, `HSCDataSet`
-- **Test models**: Primarily tests `HyraxAutoencoder` model
-- **Parallel testing**: Use `-n auto` for multiprocessing
-
-### Timeout Values and Timing Expectations
-- **NEVER CANCEL**: Package installation: 5-15 minutes (timeout: 20+ minutes)
-- **NEVER CANCEL**: Unit tests: 2-5 minutes (timeout: 10+ minutes) 
-- **NEVER CANCEL**: Full test suite: 15-25 minutes (timeout: 45+ minutes)
-- **NEVER CANCEL**: Pre-commit hooks: 3-8 minutes (timeout: 15+ minutes)
-- **NEVER CANCEL**: Documentation build: 2-4 minutes (timeout: 10+ minutes)
-- Code formatting/linting: 10-30 seconds
-
-### Network and Installation Issues
-- **PyPI Connectivity**: May encounter ReadTimeoutError when installing packages
-- **Retry Strategy**: If installation fails, wait 1-2 minutes and retry the same command
-- **Alternative mirrors**: Consider using `--index-url` with alternative PyPI mirrors if persistent issues
-- **Dependency conflicts**: The package has complex ML dependencies (PyTorch, etc.) which may cause conflicts
-
-## Repository Structure and Navigation
-
-### Key Directories
-- `src/hyrax/`: Main package source code
-- `src/hyrax_cli/`: CLI entry point (`main.py`)
-- `src/hyrax/verbs/`: Command implementations (train, infer, download, etc.)
-- `src/hyrax/data_sets/`: Dataset implementations 
-- `src/hyrax/models/`: Model definitions
-- `src/hyrax/vector_dbs/`: Vector database implementations (ChromaDB, Qdrant)
-- `tests/hyrax/`: Unit tests
-- `docs/`: Documentation source files
-- `benchmarks/`: Performance benchmarks
-- `example_notebooks/`: Example Jupyter notebooks
-
-### Important Files
-- `pyproject.toml`: Project configuration, dependencies, scripts
-- `src/hyrax/hyrax_default_config.toml`: Default configuration template
-- `.setup_dev.sh`: Development environment setup script
-- `.pre-commit-config.yaml`: Pre-commit hook configuration
-- `.github/workflows/`: CI/CD pipeline definitions
-
-### Configuration System
-- Default config: `src/hyrax/hyrax_default_config.toml`
-- Users can override with custom config files via `--runtime-config`
-- Config sections: `[general]`, `[model]`, `[train]`, `[data_set]`, `[download]`, etc.
-
-## Common Tasks and Workflows
-
-### Adding New Features
-1. **ALWAYS** run full validation first: `python -m pytest -m "not slow"`
-2. Make changes in appropriate `src/hyrax/` subdirectory
-3. Add tests in `tests/hyrax/` following existing patterns
-4. **ALWAYS** run: `ruff format src/ tests/ && ruff check src/ tests/`
-5. **ALWAYS** run: `python -m pytest -m "not slow"` (timeout: 10+ minutes)
-6. **ALWAYS** run: `pre-commit run --all-files` (timeout: 15+ minutes)
-
-### Working with Models
-- Models defined in `src/hyrax/models/`
-- Built-in models: `HyraxAutoencoder`, `HyraxCNN`
-- Model registry system automatically discovers models
-- General model configuration in `[model]` section of config files
-- Configurations for specific models in `[model.<ModelName>]` sections
-- Training via `hyrax train` command
-- Export to ONNX format supported
-
-### Working with Data
-- Data loaders in `src/hyrax/data_sets/`
-- Built-in datasets: `HSCDataSet`, `HyraxCifarDataset`, `LSSTDataset`, `FitsImageDataSet`
-- Dataset splits: train/validation/test controlled by config
-- Configuration in `[data_set]` section
-- Default data directory: `./data/`
-- Sample data includes HSC1k dataset for testing
-
-### Working with Vector Databases
-- Implementations in `src/hyrax/vector_dbs/`
-- Supported: ChromaDB, Qdrant
-- Commands: `save_to_database`, `database_connection`
-- Configuration in `[vector_db]` section
-
-## Notebook Development
-- Jupyter integration via `holoviews`, `bokeh` for visualizations
-- Interactive visualization via `hyrax visualize` verb
-- Pre-executed examples in `docs/pre_executed/`
-
-## CI/CD and GitHub Workflows
-- Main workflows in `.github/workflows/`
-- **Testing**: `testing-and-coverage.yml` runs on PRs and main branch
-- **Smoke test**: `smoke-test.yml` runs daily
-- **Documentation**: `build-documentation.yml` builds docs
-- **Benchmarks**: ASV benchmarks via `asv-*.yml` workflows
-- **Pre-commit**: Automated via `pre-commit-ci.yml`
-
-## Troubleshooting
-- **Import errors**: Ensure `pip install -e .'[dev]'` completed successfully
-- **Network timeouts during install**: Retry installation multiple times, may require 3-5 attempts due to PyPI connectivity issues
-- **ReadTimeoutError**: Common during installation - wait 1-2 minutes and retry the same pip command
-- **CLI not found**: Verify installation with `pip list | grep hyrax`
-- **Tests failing**: Check if in virtual environment and dependencies installed
-- **Pre-commit issues**: Run `pre-commit install` if hooks not working
-- **Permission issues**: Use `--user` flag with pip if encountering permission errors
-- **Virtual environment**: Always use conda/venv to avoid system Python conflicts
-
-## Performance Notes
-- Vector database operations can be slow with large datasets
-- Benchmarks available in `benchmarks/` directory (run with `asv` tool)
-- Use `--timeout` parameters appropriately for long-running operations
-- ChromaDB performance degrades with vectors >10,000 elements
-- UMAP fitting limited to 1024 samples by default for performance
-- Benchmark tests include timing for CLI help commands, object construction, and vector DB operations
-
-## Common Command Reference
+# GitHub Copilot Instructions for Hyrax
+
+**🔗 For comprehensive project information, see [HYRAX_GUIDE.md](../HYRAX_GUIDE.md) in the repository root**
+
+Hyrax is a low-code Python framework for machine learning in astronomy. This file provides GitHub Copilot-specific guidance.
+
+## Quick Reference
+
+**Project essentials:**
+- Python 3.9+ with PyTorch, TOML config, CLI-first (`hyrax` command with verbs)
+- Workflows: Data download → Training → Inference → Visualization → Vector search
+- Plugin architecture: Models, datasets, and verbs auto-register via decorators
+- Configuration: TOML files with Pydantic validation, hierarchical merging
+
+**For detailed information on:**
+- Design principles and architectural conventions → [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#design-principles)
+- Repository structure and key files → [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#repository-structure)
+- Configuration system → [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#configuration-system)
+- Plugin architecture (models, datasets, verbs) → [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#plugin-architecture-via-registries)
+- Adding new components → [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#adding-new-components)
+- Data flow through system → [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#data-flow)
+
+## Critical Guidelines for GitHub Copilot
+
+### Always Follow These Instructions First
+
+Trust these instructions and only search for additional context if information here or in [HYRAX_GUIDE.md](../HYRAX_GUIDE.md) is incomplete or incorrect.
+
+### Command Execution - Long-Running Operations
+
+**CRITICAL: Never cancel these commands.** Allow sufficient time for completion:
+
+| Operation | Duration | Required Timeout |
+|-----------|----------|------------------|
+| `bash .setup_dev.sh` | 5-15 min | 20+ minutes |
+| `pip install -e .'[dev]'` | 5-15 min | 20+ minutes |
+| `pytest -m "not slow"` | 2-5 min | 10+ minutes |
+| `pytest` (all tests) | 15-25 min | 45+ minutes |
+| `pytest -m slow` | 10-20 min | 30+ minutes |
+| `pre-commit run --all-files` | 3-8 min | 15+ minutes |
+| `sphinx-build` (docs) | 2-4 min | 10+ minutes |
+
+**Network issues:** Installation commands may encounter `ReadTimeoutError` from PyPI. If this occurs:
+1. Wait 1-2 minutes
+2. Retry the exact same command  
+3. May require 3-5 attempts to succeed
+
+### Development Setup
+
 ```bash
-# Full development setup
+# Environment setup
 conda create -n hyrax python=3.10 && conda activate hyrax
 git clone https://github.com/lincc-frameworks/hyrax.git && cd hyrax
+
+# Recommended: Automated setup script
 echo 'y' | bash .setup_dev.sh
+# Installs with pip install -e .'[dev]' and sets up pre-commit hooks
+# Prompts for system install if no venv - respond 'y'
 
-# Quick validation workflow  
-ruff check src/ tests/ && ruff format src/ tests/
-python -m pytest -m "not slow"
-pre-commit run --all-files
-```
\ No newline at end of file
+# Alternative: Manual installation
+pip install -e .'[dev]' && pre-commit install
+```
+
+### Essential Commands
+
+See [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#essential-commands) for full command reference.
+
+```bash
+# Testing
+pytest -m "not slow"                    # Fast tests (2-5 min)
+pytest -n auto -m "not slow"            # Parallel fast tests
+pytest -m slow                          # Slow/E2E tests (10-20 min)
+pytest                                  # All tests (15-25 min)
+
+# Code quality
+ruff format . && ruff check --fix .     # Format and lint (30 sec)
+pre-commit run --all-files              # All checks (3-8 min)
+
+# CLI
+hyrax --help                            # List verbs
+hyrax <verb> --help                     # Verb-specific help
+hyrax <verb> -c config.toml             # Run with config
+
+# Documentation
+sphinx-build -M html ./docs ./_readthedocs -T -E -d ./docs/_build/doctrees
+```
+### Validation After Changes
+
+**CRITICAL: Always run these validation steps:**
+1. Format and lint: `ruff format . && ruff check --fix .` (30 seconds)
+2. Fast tests: `pytest -m "not slow"` (2-5 min, NEVER CANCEL)
+3. Pre-commit: `pre-commit run --all-files` (3-8 min, NEVER CANCEL)
+
+**Manual validation scenarios:**
+1. CLI: `hyrax --help` and `hyrax --version`
+2. Import: `python -c "import hyrax; h = hyrax.Hyrax(); print('Success')"`
+3. Config loading: Verify `hyrax.Hyrax()` constructor works
+4. Relevant verbs: Test with `hyrax <verb> --help`
+
+## Key Implementation Details
+
+### Configuration System Pitfalls
+
+- **Use ConfigDict, not dict**: ConfigDict catches missing defaults at runtime
+- **All keys need defaults**: Add to `src/hyrax/hyrax_default_config.toml`
+- **Config is immutable**: No runtime mutations allowed after creation
+- **Pydantic validation**: Use schemas in `src/hyrax/config_schemas/` for validation
+
+### Model Interface Requirements
+
+Models MUST implement (see [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#plugin-architecture-via-registries)):
+- `forward()`: Forward pass through model
+- `train_step()`: Single training step
+- `prepare_inputs()`: Data preparation (replaces deprecated `to_tensor()`)
+
+Use `@hyrax_model` decorator for auto-registration and shape inference.
+
+### Testing Requirements
+
+- Mark long tests: `@pytest.mark.slow` (>5 min)
+- Fast tests in pre-commit and CI (<5 min total)
+- Always run fast tests after changes: `pytest -m "not slow"`
+- Test fixtures in `tests/hyrax/conftest.py`
+- Sample data via Pooch from Zenodo DOIs
+
+### Pre-commit Hooks Include
+
+- ruff linting and formatting
+- pytest fast tests (not slow)
+- sphinx documentation build
+- jupyter notebook conversion
+- Custom hook: prevents note-to-self comments
+
+## Repository Structure
+
+See [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#repository-structure) for complete details.
+
+**Quick navigation:**
+```
+src/hyrax/
+  ├── hyrax.py                        # Main orchestration class
+  ├── config_utils.py                 # ConfigManager, ConfigDict
+  ├── plugin_utils.py                 # Dynamic plugin loading
+  ├── train.py, pytorch_ignite.py     # Training infrastructure
+  ├── hyrax_default_config.toml       # Default configuration
+  ├── models/model_registry.py        # @hyrax_model decorator
+  ├── data_sets/data_set_registry.py  # Dataset registration
+  ├── verbs/verb_registry.py          # @hyrax_verb decorator
+  ├── config_schemas/                 # Pydantic validation
+  └── vector_dbs/                     # ChromaDB, Qdrant
+
+src/hyrax_cli/main.py                 # CLI entry point
+tests/hyrax/conftest.py, test_e2e.py  # Test fixtures, E2E tests
+.github/workflows/                    # CI/CD pipelines
+```
+
+## Important Conventions
+
+See [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#code-style-and-conventions) for complete list.
+
+1. **Immutable Config**: ConfigDict prevents mutations; all keys need defaults
+2. **Timestamped Results**: Verbs create unique directories (`YYYYMMDD-HHMMSS-<verb>-<uid>`)
+3. **Automatic Registration**: Use decorators (`@hyrax_model`, `@hyrax_verb`) or `__init_subclass__`
+4. **Batch Indexing**: Inference includes `batch_index.npy` for ordered retrieval
+5. **Transform Stacking**: `HyraxImageDataset._update_transform()` composes transforms
+6. **External Plugins**: Config detects `name = "pkg.Class"`, auto-loads `pkg/default_config.toml`
+
+## Common Workflows
+
+### Adding New Model
+See [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#adding-a-new-model) for details.
+1. Subclass `torch.nn.Module` in `src/hyrax/models/`
+2. Add `@hyrax_model("ModelName")` decorator
+3. Implement: `forward()`, `train_step()`, `prepare_inputs()`
+4. Available via: `hyrax train -c config.toml` (with `model.name = "ModelName"`)
+
+### Adding New Dataset
+See [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#adding-a-new-dataset) for details.
+1. Subclass `HyraxDataset` in `src/hyrax/data_sets/`
+2. Set `_name` class attribute (triggers auto-registration)
+3. Implement: `__len__()`, `__getitem__()`, metadata interface
+4. For images: subclass `HyraxImageDataset` for transform stacking
+
+### Adding New Verb
+See [HYRAX_GUIDE.md](../HYRAX_GUIDE.md#adding-a-new-verb) for details.
+1. Create class in `src/hyrax/verbs/` with `run()` and `run_cli()`
+2. Add `@hyrax_verb("verb_name")` decorator
+3. Implement `setup_parser(parser)` for CLI args
+4. Set `add_parser_kwargs` for help text
+5. Available via: `hyrax verb_name [args]`
+
+## Common Issues
+
+- **Import errors**: Verify `pip install -e .'[dev]'` completed
+- **Network timeouts**: Retry 3-5 times with 1-2 min waits for PyPI connectivity
+- **CLI not found**: Check with `pip list | grep hyrax`
+- **Config key not found**: Add to `hyrax_default_config.toml`
+- **Model not registering**: Ensure `@hyrax_model` decorator present
+- **Verb not in CLI**: Ensure `@hyrax_verb` decorator present
+- **Pre-commit not running**: Run `pre-commit install`
+
+## CI/CD Workflows
+
+- **testing-and-coverage.yml**: Runs on PRs and main (pytest with coverage)
+- **smoke-test.yml**: Daily smoke tests
+- **build-documentation.yml**: Sphinx documentation builds
+- **asv-*.yml**: Performance benchmarks
+- **pre-commit-ci.yml**: Automated pre-commit checks
\ No newline at end of file
diff --git a/CLAUDE.md b/CLAUDE.md
new file mode 100644
index 00000000..9309517d
--- /dev/null
+++ b/CLAUDE.md
@@ -0,0 +1,210 @@
+# CLAUDE.md
+
+This file provides Claude Code (claude.ai/code) specific guidance when working with this repository.
+
+**🔗 For comprehensive project information, architecture, and workflows, see [HYRAX_GUIDE.md](./HYRAX_GUIDE.md)**
+
+## Quick Reference
+
+Hyrax is a low-code Python tool for machine learning in astronomy. Key facts:
+- **Tech Stack**: Python 3.9+, PyTorch, TOML configuration, CLI-first design
+- **Main Workflows**: Data download → Training → Inference → Visualization → Vector search
+- **Entry Point**: `hyrax` CLI with verb-based commands (train, infer, umap, visualize, etc.)
+- **Configuration**: TOML files with Pydantic validation, hierarchical merging
+- **Testing**: pytest with `@pytest.mark.slow` for long tests, parallel execution with `-n auto`
+
+**Always refer to [HYRAX_GUIDE.md](./HYRAX_GUIDE.md) for:**
+- Design principles and architectural conventions
+- Repository structure and key files
+- Configuration system details
+- Plugin architecture (models, datasets, verbs)
+- Adding new components
+- Data flow through the system
+
+## Claude-Specific Guidance
+
+### Command Execution Strategy
+
+**CRITICAL: Never cancel long-running commands.** Hyrax has several operations that require extended execution time:
+
+| Command | Typical Duration | Minimum Timeout |
+|---------|------------------|-----------------|
+| `bash .setup_dev.sh` | 5-15 minutes | 20 minutes |
+| `pip install -e .'[dev]'` | 5-15 minutes | 20 minutes |
+| `pytest -m "not slow"` | 2-5 minutes | 10 minutes |
+| `pytest` (all tests) | 15-25 minutes | 45 minutes |
+| `pytest -m slow` | 10-20 minutes | 30 minutes |
+| `pre-commit run --all-files` | 3-8 minutes | 15 minutes |
+| `sphinx-build ...` | 2-4 minutes | 10 minutes |
+| `ruff check/format` | 10-30 seconds | 2 minutes |
+
+**Network Issues**: Installation commands may encounter `ReadTimeoutError` due to PyPI connectivity. If this occurs:
+1. Wait 1-2 minutes
+2. Retry the exact same command
+3. May require 3-5 retry attempts
+
+### Task Delegation with Sub-Agents
+
+Claude Code provides specialized sub-agents via the `task` tool. Use them proactively:
+
+**When to use the `explore` agent:**
+- Questions requiring codebase understanding or synthesis
+- Multi-step searches requiring analysis
+- When you want a summarized answer, not raw grep/glob results
+- Examples: "How does authentication work?", "Where are API endpoints defined?"
+
+**When to use the `task` agent:**
+- Executing commands with verbose output (tests, builds, lints, dependency installs)
+- Returns brief summary on success, full output on failure
+- Keeps main context clean by minimizing successful output
+
+**When to use direct tools (grep/glob):**
+- Simple, targeted single searches where you know what to find
+- Need results immediately in your context
+- Looking for something specific, not discovering something unknown
+
+**Parallel searches** - Call multiple grep/glob in ONE response:
+```python
+# Good: Parallel search calls
+grep(pattern="function handleSubmit", glob="*.ts")
+grep(pattern="interface FormData", glob="*.ts")
+glob(pattern="**/*.tsx")
+```
+
+### Working Patterns
+
+**Initial exploration:**
+1. Use `explore` agent for codebase questions: "What does this module do?"
+2. Use grep/glob for targeted searches: "Find all test files"
+3. View key files identified: config files, main modules
+
+**Making changes:**
+1. Always validate first: run relevant fast tests to establish baseline
+2. Make minimal, surgical changes
+3. Test immediately after changes: `pytest tests/hyrax/test_<relevant>.py`
+4. Format and lint: `ruff format . && ruff check --fix .`
+5. Run full validation: `pytest -m "not slow"` (NEVER CANCEL, 10+ min timeout)
+6. Run pre-commit: `pre-commit run --all-files` (NEVER CANCEL, 15+ min timeout)
+
+**Common validation workflow:**
+```bash
+# Quick format/lint (30 seconds)
+ruff format src/ tests/ && ruff check src/ tests/
+
+# Fast tests (2-5 minutes, NEVER CANCEL)
+pytest -m "not slow"
+
+# Pre-commit (3-8 minutes, NEVER CANCEL)
+pre-commit run --all-files
+```
+
+### Manual Validation After Changes
+
+After making code changes, ALWAYS run these validation scenarios:
+
+1. **CLI functionality**: `hyrax --help` and `hyrax --version` ensure CLI works
+2. **Import test**: `python -c "import hyrax; h = hyrax.Hyrax(); print('Success')"`
+3. **Configuration loading**: Verify config loads correctly
+4. **Verb functionality**: Test relevant verbs like `hyrax train --help`
+
+### Important Notes for Claude Code
+
+**Batch editing**: Use the `edit` tool multiple times in a single response for:
+- Renaming variables across multiple locations in the same file
+- Editing non-overlapping blocks in the same or different files
+- Applying the same pattern across multiple files
+
+**Configuration system pitfalls**:
+- Use `ConfigDict` instead of regular dict to catch missing defaults at runtime
+- All config keys MUST have defaults in `hyrax_default_config.toml`
+- Config is immutable after creation - no runtime mutations allowed
+
+**Model interface requirements**:
+- Models MUST implement: `forward()`, `train_step()`, `prepare_inputs()`
+- Note: `to_tensor()` is deprecated, use `prepare_inputs()` instead
+- Use `@hyrax_model` decorator for auto-registration
+
+**Testing requirements**:
+- Mark long-running tests with `@pytest.mark.slow`
+- Fast tests (<5 min) run in pre-commit and CI
+- Slow tests (>5 min) run separately
+- Always run fast tests after changes: `pytest -m "not slow"`
+
+**Pre-commit hooks include**:
+- ruff linting and formatting
+- pytest fast tests (not slow)
+- sphinx documentation build
+- jupyter notebook conversion
+- Custom hook preventing note-to-self comments
+
+## Key File Locations
+
+Reference [HYRAX_GUIDE.md](./HYRAX_GUIDE.md#repository-structure) for full structure. Quick access:
+
+```
+src/hyrax/
+  ├── hyrax.py                      # Main Hyrax class
+  ├── config_utils.py               # ConfigManager, ConfigDict
+  ├── plugin_utils.py               # get_or_load_class() for dynamic loading
+  ├── train.py                      # Training orchestration
+  ├── pytorch_ignite.py             # Dataset, model, dataloader setup
+  ├── hyrax_default_config.toml     # Default configuration
+  ├── models/model_registry.py      # Model registration, @hyrax_model
+  ├── data_sets/data_set_registry.py # Dataset registration
+  ├── verbs/verb_registry.py        # Verb registration, @hyrax_verb
+  ├── config_schemas/               # Pydantic validation schemas
+  └── vector_dbs/                   # ChromaDB, Qdrant implementations
+
+src/hyrax_cli/main.py               # CLI entry point
+
+tests/hyrax/
+  ├── conftest.py                   # Shared test fixtures
+  └── test_e2e.py                   # End-to-end integration tests
+
+.github/
+  ├── copilot-instructions.md       # GitHub Copilot instructions
+  └── workflows/                    # CI/CD pipelines
+```
+
+## Common Pitfalls and Solutions
+
+**Pitfall**: Forgetting to activate virtual environment
+- **Solution**: Always check with `which python` or `pip list | grep hyrax`
+
+**Pitfall**: Tests failing due to network issues during fixture download
+- **Solution**: Tests use Pooch for reproducible downloads from Zenodo - retry if network fails
+
+**Pitfall**: Pre-commit hooks not running
+- **Solution**: Ensure `pre-commit install` was run after `pip install`
+
+**Pitfall**: Config key not found errors
+- **Solution**: Add missing key to `hyrax_default_config.toml` with sensible default
+
+**Pitfall**: Model not registering
+- **Solution**: Ensure `@hyrax_model("ModelName")` decorator is present and file is imported
+
+**Pitfall**: Verb not appearing in CLI
+- **Solution**: Ensure `@hyrax_verb("verb_name")` decorator is present and verb is imported
+
+## Quick Command Reference
+
+See [HYRAX_GUIDE.md](./HYRAX_GUIDE.md#essential-commands) for full command reference.
+
+```bash
+# Development setup
+conda create -n hyrax python=3.10 && conda activate hyrax
+cd hyrax && echo 'y' | bash .setup_dev.sh      # NEVER CANCEL: 20+ min timeout
+
+# Quick validation (run after changes)
+ruff format src/ tests/ && ruff check src/ tests/    # 30 seconds
+pytest -m "not slow"                                  # NEVER CANCEL: 10+ min
+pre-commit run --all-files                            # NEVER CANCEL: 15+ min
+
+# Specific tests
+pytest tests/hyrax/test_config_utils.py              # Single file
+pytest tests/hyrax/test_infer.py::test_infer_basic  # Single test
+
+# CLI verification
+hyrax --help && hyrax --version                      # Verify CLI works
+```
+
diff --git a/HYRAX_GUIDE.md b/HYRAX_GUIDE.md
new file mode 100644
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--- /dev/null
+++ b/HYRAX_GUIDE.md
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+# Hyrax Development Guide
+
+This guide provides essential information for working with the Hyrax codebase. It is referenced by both CLAUDE.md and .github/copilot-instructions.md.
+
+## Project Overview
+
+Hyrax is a Python-based tool for hunting rare and anomalous sources in large astronomical imaging surveys. It provides a low-code solution for rapid experimentation with machine learning in astronomy.
+
+### Core Purpose
+Hyrax helps scientists/astronomers handle much of the boilerplate code that is often required for a machine learning project in astronomy so that users can focus on their model development and downstream science.
+
+### Primary Workflows
+1. **Data Access**: Downloading/accessing data from specific public data repositories (e.g. HSC, Rubin-LSST)
+2. **Training**: Training supervised/unsupervised ML algorithms using astronomical data
+3. **Inference**: Performing inference to generate latent representations
+4. **Visualization**: Building interactive 2D and 3D latent spaces
+5. **Vector Search**: Building vector databases with inference results for rapid similarity search and outlier detection
+
+### Technology Stack
+- **Language**: Python >= 3.9 (target 3.9 for compatibility)
+- **ML Framework**: PyTorch with PyTorch Ignite for distributed training
+- **Configuration**: TOML-based hierarchical configuration system
+- **CLI**: Verb-based command interface via `hyrax` command
+- **Testing**: pytest with parallel execution support
+- **Linting**: ruff (replaces black, isort, flake8)
+- **Documentation**: Sphinx with ReadTheDocs
+
+## Design Principles
+
+### 1. Low Code Interface
+- Minimize user-facing APIs - prioritize configuration-driven workflows
+- Avoid API proliferation - don't create new APIs we'll need to maintain indefinitely
+- Favor declarative over imperative configuration
+- CLI-first approach with verb-based commands (`hyrax train`, `hyrax infer`, etc.)
+
+### 2. Make Easy Things Easy, Hard Things Possible
+- Default workflows should "just work" with minimal configuration
+- Progressive complexity - simple tasks simple, advanced features available when needed
+- Sensible defaults in `hyrax_default_config.toml`
+- Clear extension points via base classes (`Verb`, model base classes, dataset classes)
+
+### 3. Support Reproducibility
+- Configuration files serve as complete records of experiments
+- Version tracking for models, data, and configurations
+- Manifest files for downloaded data and processed results
+- MLflow integration for systematic experiment logging
+- ONNX export support for long-term reproducibility
+
+### 4. Smooth and Legible Migration When APIs Change
+- Clear deprecation warnings with helpful messages
+- Migration guides in documentation with before/after examples
+- Backward compatibility when possible
+- Pydantic schemas for config validation with helpful error messages
+- Comprehensive changelog with breaking change notifications
+
+## Development Setup
+
+### Environment Setup
+```bash
+# Create and activate virtual environment
+conda create -n hyrax python=3.10
+conda activate hyrax
+
+# Clone repository
+git clone https://github.com/lincc-frameworks/hyrax.git
+cd hyrax
+
+# Install for development (recommended)
+bash .setup_dev.sh
+# This script:
+# - Installs package with pip install -e .'[dev]'
+# - Sets up pre-commit hooks
+# - Takes 5-15 minutes depending on network
+# - Prompts for system install if no venv detected - respond 'y'
+
+# Alternative manual installation
+pip install -e .'[dev]'           # Install with dev dependencies
+pre-commit install                 # Set up pre-commit hooks
+```
+
+### Common Issues During Setup
+- **ReadTimeoutError**: Installation may fail due to PyPI connectivity - retry multiple times if needed
+- **Permission errors**: Use `--user` flag with pip if encountering permission errors
+- **Virtual environment**: Always use conda/venv to avoid system Python conflicts
+
+## Essential Commands
+
+### Testing
+```bash
+# Fast tests (default, excludes slow tests)
+pytest -m "not slow"                                    # 2-5 minutes
+pytest -n auto -m "not slow"                            # Parallel execution
+
+# Tests with coverage
+pytest -n auto --cov=./src --cov-report=html -m "not slow"
+
+# Slow tests (includes end-to-end tests)
+pytest -m slow                                          # 10-20 minutes
+
+# All tests
+pytest                                                  # 15-25 minutes
+pytest -n auto                                          # Parallel, faster
+
+# Specific test file or function
+pytest tests/hyrax/test_config_utils.py
+pytest tests/hyrax/test_infer.py::test_infer_basic
+```
+
+### Code Quality
+```bash
+# Linting and formatting
+ruff check --fix .                                      # 10-30 seconds
+ruff format .                                           # 10-30 seconds
+
+# Pre-commit hooks (run all checks)
+pre-commit run --all-files                              # 3-8 minutes
+
+# Build documentation
+sphinx-build -M html ./docs ./_readthedocs -T -E -d ./docs/_build/doctrees
+```
+
+### CLI Usage
+```bash
+# Get help
+hyrax --help                        # List all verbs/commands
+hyrax --version                     # Show version
+hyrax <verb> --help                 # Help for specific verb
+
+# Common verbs
+hyrax train -c config.toml          # Train a model
+hyrax infer -c config.toml          # Generate latent representations
+hyrax umap -c config.toml           # Dimensionality reduction
+hyrax visualize                     # Interactive visualization
+hyrax save_to_database              # Populate vector DB
+hyrax lookup                        # Query vector DB
+```
+
+## Architecture Overview
+
+### Plugin Architecture via Registries
+
+Hyrax uses three primary registries for extensibility:
+
+1. **MODEL_REGISTRY** (`models/model_registry.py`)
+   - Maps model names to PyTorch nn.Module classes
+   - `@hyrax_model` decorator auto-registers models
+   - Models must implement: `forward()`, `train_step()`, `prepare_inputs()` (formerly `to_tensor()`)
+   - Automatic shape inference from dataset samples
+
+2. **DATA_SET_REGISTRY** (`data_sets/data_set_registry.py`)
+   - Maps dataset names to HyraxDataset classes
+   - Auto-registration via `__init_subclass__` when subclasses defined
+   - Base class provides metadata interface, ID generation, catalog access
+
+3. **VERB_REGISTRY** (`verbs/verb_registry.py`)
+   - Maps CLI command names to Verb classes
+   - `@hyrax_verb` decorator registers verbs
+   - Verbs can be class-based (`run()` and `run_cli()` methods) or function-based
+
+### Configuration System
+
+- **TOML-based hierarchical configuration** with strong validation via Pydantic schemas
+- **ConfigManager** merges: `hyrax_default_config.toml` + external library configs + user runtime config
+- **ConfigDict** enforces all keys must have defaults (prevents silent config bugs)
+- Automatic path resolution for relative paths
+- Config sections: `[general]`, `[model]`, `[train]`, `[data_set]`, `[download]`, etc.
+
+### External Plugin Support
+
+External libraries can provide custom models/datasets/verbs:
+1. Set config values like `name = "external_pkg.model.CustomModel"`
+2. Provide a `default_config.toml` file in the package root
+3. Hyrax's `get_or_load_class()` in `plugin_utils.py` handles dynamic import and config merging
+
+### Data Flow
+
+```
+DOWNLOAD (optional)
+  ↓ Catalog (FITS) → Downloader → Cutout images + manifest.fits
+  
+PREPROCESSING (implicit in dataset)
+  ↓ Dataset loads raw images → applies transforms → train/validate/test splits
+  
+TRAINING
+  ↓ train.py: setup_dataset → setup_model → create_trainer → checkpoints + MLflow logs
+  
+INFERENCE
+  ↓ Model.forward(batch) → latent vectors → batch_*.npy files + batch_index.npy
+  
+VECTOR DB / VISUALIZATION
+  ↓ ChromaDB for similarity search | UMAP → 2D/3D → Holoviews scatter plot
+```
+
+### Key Abstractions
+
+**Hyrax class** (`hyrax.py`): Central orchestration interface wrapping all functionality. Provides both programmatic and CLI access via dynamic `__getattr__` that instantiates verb classes on demand.
+
+**HyraxDataset** (`data_sets/`): Base class for all datasets
+- Subclasses auto-register via `__init_subclass__`
+- Must provide metadata interface (fields, catalog data)
+- `HyraxImageDataset` mixin provides transform stacking via `_update_transform()`
+- Built-in: HSCDataSet, LSSTDataset, FitsImageDataSet, HyraxCifarDataSet, InferenceDataSet
+
+**Model Registration**: `@hyrax_model` decorator provides:
+- Automatic shape inference by sampling dataset
+- Standardized save/load via PyTorch state_dict
+- Criterion and optimizer loading from config
+
+**Verb Pattern**: Base `Verb` class with `run()` (programmatic) and `run_cli()` (CLI) methods
+- CLI autodiscovery via `all_verbs()` in registry
+- Class-based: Infer, Umap, Visualize, SaveToDatabase, Lookup
+- Function-based: train, download, prepare, rebuild_manifest
+
+**Result Chaining**: Verbs create timestamped directories (`YYYYMMDD-HHMMSS-<verb>-<uid>`)
+- `find_most_recent_results_dir()` enables automatic chaining between verbs
+- InferenceDataSet preserves original dataset config for metadata access
+
+### Training Infrastructure
+
+- **PyTorch Ignite-based** distributed training (`pytorch_ignite.py`, `train.py`)
+- `setup_dataset()`: Instantiates dataset from config
+- `setup_model()`: Instantiates model, infers shape from dataset
+- `dist_data_loader()`: Creates distributed data loaders with splits
+- `create_trainer()`: Training engine with checkpointing, progress bars
+- MLflow for experiment tracking, TensorboardX for metric logging
+
+## Repository Structure
+
+### Key Directories
+```
+src/hyrax/                  # Main package source code
+  ├── models/               # Model definitions
+  ├── data_sets/            # Dataset implementations
+  ├── verbs/                # Command implementations
+  ├── vector_dbs/           # Vector database implementations (ChromaDB, Qdrant)
+  └── config_schemas/       # Pydantic schemas for configuration validation
+src/hyrax_cli/              # CLI entry point (main.py)
+tests/hyrax/                # Unit and integration tests
+docs/                       # Documentation source files
+benchmarks/                 # Performance benchmarks (ASV)
+example_notebooks/          # Example Jupyter notebooks
+```
+
+### Important Files
+- `pyproject.toml`: Project configuration, dependencies, CLI entry points
+- `src/hyrax/hyrax_default_config.toml`: Default configuration template
+- `.setup_dev.sh`: Development environment setup script
+- `.pre-commit-config.yaml`: Pre-commit hook configuration
+- `.github/workflows/`: CI/CD pipeline definitions
+
+## Code Style and Conventions
+
+- **Line length**: 110 characters (configured in pyproject.toml)
+- **Docstrings**: Required for public classes and functions (enforced by ruff D101-D106)
+- **Pre-commit hooks**: Automatically run on commit (ruff, pytest, sphinx-build, jupyter nbconvert)
+- **No note-to-self comments**: Custom pre-commit hook prevents placeholder comments
+
+### Important Architectural Conventions
+
+1. **Immutable Config**: ConfigDict prevents runtime mutations; all keys must have defaults
+2. **Timestamped Results**: Every verb execution creates unique directory preventing overwrites
+3. **Metadata Preservation**: InferenceDataSet stores original dataset config to maintain catalog access
+4. **Automatic Registration**: Use decorators (`@hyrax_model`, `@hyrax_verb`) or `__init_subclass__` - no manual registration
+5. **Batch Indexing**: Inference results include `batch_index.npy` mapping object_ids → batch files
+6. **Transform Stacking**: HyraxImageDataset uses `_update_transform()` to compose torchvision transforms
+7. **Distributed Training**: PyTorch Ignite's `idist.auto_dataloader()` abstracts single/multi-GPU execution
+8. **External Library Support**: Config system detects `name = "pkg.Class"` and auto-loads `pkg/default_config.toml`
+
+## Testing Conventions
+
+- **End-to-end tests** in `test_e2e.py` parametrized across model/dataset combinations
+- **Test markers**: `@pytest.mark.slow` for long-running tests (skipped in pre-commit and CI)
+- **Test fixtures** in `tests/hyrax/conftest.py` provide shared setup
+- **Sample data**: Uses Pooch for reproducible downloads from Zenodo DOIs
+- **Pre-commit**: Runs fast tests only: `pytest -n auto --cov=./src -m 'not slow'`
+
+## CI/CD
+
+- **Testing**: `testing-and-coverage.yml` runs on PRs and main branch
+- **Smoke test**: `smoke-test.yml` runs daily
+- **Documentation**: `build-documentation.yml` builds docs
+- **Benchmarks**: ASV benchmarks via `asv-*.yml` workflows
+- **Pre-commit**: Automated via `pre-commit-ci.yml`
+
+## Adding New Components
+
+### Adding a New Model
+1. Subclass `torch.nn.Module` in `src/hyrax/models/`
+2. Add `@hyrax_model` decorator with unique name
+3. Implement: `forward()`, `train_step()`, `prepare_inputs()`
+4. Available via CLI: `hyrax train -c config.toml` (with `model.name = "YourModelName"`)
+
+### Adding a New Dataset
+1. Subclass `HyraxDataset` in `src/hyrax/data_sets/`
+2. Set `_name` class attribute (triggers auto-registration)
+3. Implement: `__len__()`, `__getitem__()`, metadata interface
+4. For images, subclass `HyraxImageDataset` to get transform stacking
+
+### Adding a New Verb
+1. Create class in `src/hyrax/verbs/` with `run()` and optionally `run_cli()`
+2. Add `@hyrax_verb("verb_name")` decorator
+3. Implement `setup_parser(parser)` class method for CLI argument parsing
+4. Set `add_parser_kwargs` class attribute for help text
+5. Available via CLI: `hyrax verb_name [args]`
+
+## Troubleshooting
+
+- **Import errors**: Ensure `pip install -e .'[dev]'` completed successfully
+- **Network timeouts**: Retry installation multiple times (3-5 attempts may be needed)
+- **CLI not found**: Verify with `pip list | grep hyrax`
+- **Tests failing**: Check virtual environment and dependencies
+- **Pre-commit issues**: Run `pre-commit install` if hooks not working
+
+## Performance Notes
+
+- Vector database operations can be slow with large datasets
+- ChromaDB performance degrades with vectors >10,000 elements
+- UMAP fitting limited to 1024 samples by default for performance
+- Benchmarks available in `benchmarks/` directory (run with `asv` tool)