diff --git a/.github/copilot-instructions.md b/.github/copilot-instructions.md
index 1075d8f..7e2257d 100644
--- a/.github/copilot-instructions.md
+++ b/.github/copilot-instructions.md
@@ -3,3 +3,122 @@
 For comprehensive development guidance on this repository, **please read ../AGENTS.md**.
 
 All authoritative agent instructions are maintained in AGENTS.md as the single source of truth.
+
+## Quick Reference
+
+This file provides quick reference guidance for GitHub Copilot when working with this R package.
+
+### Coding Style & Conventions
+
+- Use tidyverse-aligned R style: two-space indents, `<-` for assignment, snake_case for function and object names
+- All exported functions require roxygen2 documentation blocks with `@export` tags and examples
+- Prefer explicit namespace usage (e.g., `fs::dir_create()`, `data.table::fread()`)
+- Use CRAN-compliant patterns: avoid side effects at package load, properly handle temp files with cleanup
+
+### Testing Requirements
+
+- Place tests in `tests/testthat/` with files named `test-*.R` matching source files
+- Test files mirror source files: `test-log_funs.R` tests `R/log_funs.R`
+- Maintain minimum 80% code coverage (check with `covr::package_coverage()`)
+- Use testthat 3rd edition patterns (`expect_*()` functions)
+- Mock filesystem operations where needed to avoid brittle tests
+
+### Security & CRAN Compliance
+
+- Never hardcode secrets or credentials in code
+- Check package availability with `requireNamespace()` before using Suggests dependencies (`fs`, `jsonlite`, `R.utils`)
+- Handle temp files properly: create in `tempdir()`, clean up on exit
+- Set appropriate file permissions: writable when active, read-only after use
+- Validate all external inputs (file paths, user arguments)
+
+### Development Workflow
+
+Before making changes:
+```bash
+# Restart R session first (Ctrl/Cmd+Shift+F10 in RStudio)
+Rscript -e "devtools::document()"  # Regenerate docs
+Rscript -e "devtools::test()"      # Run tests
+Rscript -e "devtools::check()"     # Full R CMD check
+```
+
+After code changes:
+- Update `man/` docs via `devtools::document()`
+- Add new terms to `inst/WORDLIST` if spell check fails
+- Verify coverage hasn't dropped below 80%
+- Update `NEWS.md` for user-facing changes
+
+### Documentation Standards
+
+- Document all exported functions with roxygen2 blocks including:
+  - `@title` and `@description`
+  - `@param` for each parameter with clear descriptions
+  - `@return` describing the return value
+  - `@examples` with working, executable examples
+  - `@export` tag for exported functions
+- Keep examples concise but illustrative
+- Use `\dontrun{}` for examples requiring special setup
+- Reference related functions with `\code{\link{function_name}}`
+
+### Package-Specific Notes
+
+- **Logging system** maintains state in package environment `e` with fields: `log_is_active`, `log_file_path`, `log_dir_path`, `log_job_id`
+- **Log format** is pipe-separated: `LEVEL|TIMESTAMP|MESSAGE|DETAIL`
+- **open_log()** path resolution: explicit `path` → `options(rdstools.log_path)` → `RDSTOOLS_LOG_PATH` env var → `dir` arg → `options(rdstools.log_dir)` → `tempdir()`
+- **RStudio addins** use `rstudioapi` package and should gracefully handle non-RStudio environments
+- **Version numbering**: CRAN versions are clean (e.g., `0.3.1`), development adds `.9000` suffix (e.g., `0.3.1.9000`)
+
+### Common Patterns
+
+Checking for suggested packages:
+```r
+if (requireNamespace("fs", quietly = TRUE)) {
+  fs::dir_create(path)
+} else {
+  dir.create(path, recursive = TRUE)
+}
+```
+
+Handling temp files:
+```r
+temp_file <- tempfile(fileext = ".log")
+on.exit(unlink(temp_file), add = TRUE)
+```
+
+Roxygen2 documentation example:
+```r
+#' @title Log a message
+#' @description Writes a message to console and active log file
+#' @param msg Character message to log
+#' @param detail Optional additional detail
+#' @return Invisibly returns NULL
+#' @examples
+#' log_info("Processing started")
+#' log_info("Step complete", detail = "Records: 100")
+#' @export
+log_info <- function(msg, detail = "") {
+  # implementation
+}
+```
+
+### Preferred Libraries
+
+- Use `data.table` for data manipulation (it's in Imports)
+- Use `crayon` for colored console output (it's in Imports)
+- Use `stringr` for string operations (it's in Imports)
+- Use `rstudioapi` for RStudio integration (it's in Imports)
+- Avoid adding new dependencies unless absolutely necessary
+
+### Commit Message Style
+
+Use imperative, action-oriented messages:
+- ✅ "Add test coverage for log rotation"
+- ✅ "Fix permission handling in close_log()"
+- ✅ "Update README with installation instructions"
+- ❌ "Added tests" or "Fixed bug"
+
+### When in Doubt
+
+- Consult `AGENTS.md` for detailed architectural guidance
+- Check existing code patterns in `R/` directory for consistency
+- Run full check suite before finalizing changes
+- Maintain backwards compatibility unless explicitly breaking