- browser: 5→7 phases, SPA detection, error recovery decision tree, 3 new settings - strategist: framework integration methodology, 7 anti-patterns, uncertainty quantification - lead: remove clip language, add BANT/MEDDIC qualification, 3 new settings + CRM export - researcher: CRAAP→CRAAP+, 7-step conflict resolution, 6-item cognitive bias audit - collector: concrete change classification (structural/content/metadata), 5-factor scoring, 2 new settings - apitester: OWASP Top 10 checklist, 4 load test profiles, contract testing phase, GraphQL/Webhook patterns
745 lines
32 KiB
Markdown
745 lines
32 KiB
Markdown
---
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name: researcher-hand-skill
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version: "1.0.0"
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description: "Expert knowledge for AI deep research — methodology, source evaluation, search optimization, cross-referencing, synthesis, and citation formats"
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runtime: prompt_only
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---
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# Deep Research Expert Knowledge
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## Research Methodology
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### Research Process (5 phases)
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1. **Define**: Clarify the question, identify what's known vs unknown, set scope
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2. **Search**: Systematic multi-strategy search across diverse sources
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3. **Evaluate**: Assess source quality, extract relevant data, note limitations
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4. **Synthesize**: Combine findings into coherent answer, resolve contradictions
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5. **Verify**: Cross-check critical claims, identify remaining uncertainties
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### Question Types & Strategies
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| Question Type | Strategy | Example |
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|--------------|----------|---------|
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| Factual | Find authoritative primary source | "What is the population of Tokyo?" |
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| Comparative | Multi-source balanced analysis | "React vs Vue for large apps?" |
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| Causal | Evidence chain + counterfactuals | "Why did Theranos fail?" |
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| Predictive | Trend analysis + expert consensus | "Will quantum computing replace classical?" |
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| How-to | Step-by-step from practitioners | "How to set up a Kubernetes cluster?" |
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| Survey | Comprehensive landscape mapping | "What are the options for vector databases?" |
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| Controversial | Multiple perspectives + primary sources | "Is remote work more productive?" |
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### Decomposition Technique
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Complex questions should be broken into sub-questions:
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```
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Main: "Should our startup use microservices?"
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Sub-questions:
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1. What are microservices? (definitional)
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2. What are the benefits vs monolith? (comparative)
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3. What team size/stage is appropriate? (contextual)
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4. What are the operational costs? (factual)
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5. What do similar startups use? (case studies)
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6. What are the migration paths? (how-to)
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```
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---
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## CRAAP+ Source Evaluation Framework
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### Standard CRAAP Criteria
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**Currency**
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- When was it published or last updated?
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- Is the information still current for the topic?
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- For technology topics: anything >2 years old may be outdated
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- For science: check if the paper has been superseded by newer work
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**Relevance**
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- Does it directly address your question?
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- Who is the intended audience?
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- Is the level of detail appropriate?
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**Authority**
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- Who is the author? What are their credentials in this specific domain?
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- What institution published this?
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- Does the URL domain indicate authority? (.gov, .edu, reputable org)
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- Is this person's authority relevant to the claim? (A Nobel physicist is not an authority on epidemiology)
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**Accuracy**
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- Is the information supported by evidence?
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- Has it been reviewed or refereed?
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- Can you verify the claims from other sources?
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- Are there factual errors, typos, or broken logic?
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**Purpose**
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- Why does this information exist?
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- Is it informational, commercial, persuasive, or entertainment?
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- Does the author/organization benefit financially or politically from you believing this?
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### Advanced Evaluation (CRAAP+ Extensions)
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Apply these additional checks for thorough/exhaustive research:
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**Methodological Rigor**
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- Does the source describe its methodology? If empirical: what is the sample size, selection method, and study design?
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- Are confounders acknowledged? Are limitations discussed?
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- For surveys: what was the response rate? Is the sample representative?
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- Red flag: a study that reports only favorable results with no limitations section
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**Citation Chain Analysis**
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- Does the source cite primary research, or only other secondary/tertiary sources?
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- Follow the chain: if Source B cites Source A, read Source A directly. The original may say something different from how it was cited.
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- "Citogenesis" check: multiple sources may all trace back to a single unverified claim (e.g., a Wikipedia edit that got cited by news articles that then got cited as "multiple sources confirm")
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**Conflict of Interest Detection**
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- Is the research funded by an entity with a stake in the outcome?
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- Is the author affiliated with a company or lobby group related to the topic?
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- Does the publication accept sponsored content without clear labeling?
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- Example: a study finding "our product outperforms competitors" funded by the product vendor is not independent evidence
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**Replication & Consensus Check**
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- Has the finding been replicated by independent groups?
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- Does it align with the broader expert consensus, or is it an outlier?
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- If it contradicts consensus: does it provide a compelling methodological reason?
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### Scoring
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```
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A (Authoritative): Passes all CRAAP criteria + methodological rigor confirmed
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B (Reliable): Passes CRAAP, minor concern on one advanced check
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C (Useful): Passes 3/5 CRAAP, use with caveats noted
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D (Weak): Fails multiple criteria OR has unresolved COI
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F (Unreliable): Fails most criteria, do not cite
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```
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---
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## Search Query Optimization
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### Query Construction Techniques
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**Exact phrase**: `"specific phrase"` — use for names, quotes, error messages
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**Site-specific**: `site:domain.com query` — search within a specific site
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**Exclude**: `query -unwanted_term` — remove irrelevant results
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**File type**: `filetype:pdf query` — find specific document types
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**Recency**: `query after:2024-01-01` — recent results only
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**OR operator**: `query (option1 OR option2)` — broaden search
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**Wildcard**: `"how to * in python"` — fill-in-the-blank
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### Multi-Strategy Search Pattern
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For each research question, use at least 3 search strategies:
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1. **Direct**: The question as-is
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2. **Authoritative**: `site:gov OR site:edu OR site:org [topic]`
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3. **Academic**: `[topic] research paper [year]` or `site:arxiv.org [topic]`
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4. **Practical**: `[topic] guide` or `[topic] tutorial` or `[topic] how to`
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5. **Data**: `[topic] statistics` or `[topic] data [year]`
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6. **Contrarian**: `[topic] criticism` or `[topic] problems` or `[topic] myths`
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### Source Discovery by Domain
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| Domain | Best Sources | Search Pattern |
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|--------|-------------|---------------|
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| Technology | Official docs, GitHub, Stack Overflow, engineering blogs | `[tech] documentation`, `site:github.com [tech]` |
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| Science | PubMed, arXiv, Nature, Science | `site:arxiv.org [topic]`, `[topic] systematic review` |
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| Business | SEC filings, industry reports, HBR | `[company] 10-K`, `[industry] report [year]` |
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| Medicine | PubMed, WHO, CDC, Cochrane | `site:pubmed.ncbi.nlm.nih.gov [topic]` |
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| Legal | Court records, law reviews, statute databases | `[case] ruling`, `[law] analysis` |
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| Statistics | Census, BLS, World Bank, OECD | `site:data.worldbank.org [metric]` |
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| Current events | Reuters, AP, BBC, primary sources | `[event] statement`, `[event] official` |
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### Academic & Grey Literature Search Strategies
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Not all valuable research is published in mainstream outlets. Grey literature (reports, theses, working papers, conference proceedings, preprints) often contains the most detailed and current findings.
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**Academic databases and how to use them**:
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```
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Google Scholar → Broad academic search. Use "cited by" to find follow-up work.
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Check "Related articles" for adjacent findings.
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arXiv.org → CS, physics, math preprints. Free. NOT peer-reviewed — note this.
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PubMed → Biomedical/health. Use MeSH terms for precise queries.
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SSRN → Social science, economics, law working papers.
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Semantic Scholar → AI-enhanced academic search with citation graphs.
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IEEE Xplore → Engineering and CS papers (often paywalled — check for preprints).
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```
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**Grey literature sources by domain**:
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```
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Policy/government: Government reports, GAO studies, parliamentary inquiries
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→ site:gao.gov, site:*.gov/reports, site:oecd.org
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Think tanks: Brookings, RAND, Chatham House, NBER
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→ "[topic] site:rand.org OR site:brookings.edu"
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Industry reports: Vendor-neutral analyst reports, trade association data
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→ "[topic] industry report filetype:pdf"
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Theses: University repositories (often the most detailed single-topic work)
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→ "[topic] thesis OR dissertation filetype:pdf site:*.edu"
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Standards bodies: NIST, ISO, W3C, IETF RFCs
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→ "[topic] site:nist.gov OR site:w3.org OR site:rfc-editor.org"
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Conference proc.: Slides and papers from domain-specific conferences
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→ "[topic] [conference name] proceedings OR slides"
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```
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**Citation chain technique**: When you find one highly relevant paper:
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1. Read its references for foundational work (backward search)
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2. Search "cited by" to find newer work that builds on it (forward search)
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3. Check the authors' other publications for related work
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4. This often uncovers sources that keyword searches miss
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### Systematic Review Methodology (Lite)
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For exhaustive-tier research, apply a lightweight systematic review approach:
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1. **Define inclusion/exclusion criteria** before searching:
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- Date range, language, source types, geographic scope
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- What counts as "relevant" — define upfront, not after seeing results
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2. **Document your search strategy**: record every query, database, and date searched
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3. **Screen results in two passes**:
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- Pass 1: title and snippet — exclude obviously irrelevant results
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- Pass 2: read the full source — evaluate against inclusion criteria
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4. **Extract data consistently**: use the same extraction template for every source
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5. **Report the numbers**: "Searched N databases, retrieved M results, N1 passed screening, N2 included in final synthesis"
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This is not a full academic systematic review, but it adds rigor and transparency that distinguishes exhaustive research from ad hoc searching.
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---
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## Cross-Referencing Techniques
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### Verification Levels
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```
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Level 1: Single source (unverified)
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→ Mark as "reported by [source]"
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Level 2: Two independent sources agree (corroborated)
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→ Mark as "confirmed by multiple sources"
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Level 3: Primary source + secondary confirmation (verified)
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→ Mark as "verified — primary source: [X]"
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Level 4: Expert consensus (well-established)
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→ Mark as "widely accepted" or "scientific consensus"
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```
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### Contradiction Resolution Decision Tree
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When sources disagree, work through this structured process:
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```
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CONFLICT: Source A says X, Source B says Y
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│
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├─ 1. Scope check: Are they measuring the same thing?
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│ Example: "React is faster" vs "Vue is faster" — one measures
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│ initial render, the other measures re-render. Not a real conflict.
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│ → If different scope: report both with context, not as a conflict.
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│
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├─ 2. Quality gap: Compare CRAAP+ scores
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│ → If 2+ letter grades apart: favor higher-rated source, note the
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│ disagreement. Example: peer-reviewed study (A) vs blog post (C)
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│ on the same empirical question — favor the study.
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│
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├─ 3. Temporal ordering: Is one an update/correction of the other?
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│ → If newer source explicitly addresses and corrects older data:
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│ favor newer. Example: "Our 2024 study corrects the methodology
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│ flaw in the 2022 paper" — favor 2024.
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│
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├─ 4. Methodology comparison: Which has stronger evidence?
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│ Consider: sample size, study design (RCT > observational > anecdote),
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│ peer review status, replication.
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│ → Favor stronger methodology. Explain the methodological difference.
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│
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├─ 5. Conflict of interest: Does one source have a COI?
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│ → Favor the source without COI. Disclose the COI explicitly.
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│ Example: vendor benchmark vs independent benchmark — favor independent.
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│
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├─ 6. Consensus weight: What do other sources say?
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│ → If 5 sources say X and 1 credible source says Y: report X as
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│ the majority view, Y as a noted dissenting position.
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│
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└─ 7. Genuinely disputed: No resolution possible
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→ Present both positions with full evidence. Mark as "Disputed."
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Do NOT force a conclusion. State what additional evidence would
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resolve the conflict.
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```
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### Source Independence Verification
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Two articles citing the same original study are ONE source, not two:
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- Trace every claim to its origin before counting source agreement
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- News articles often rewrite the same press release — that is one source
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- "Multiple outlets report" is not corroboration if they share a single upstream source
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- Independent means: different data collection, different research team, different methodology
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---
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## Synthesis Patterns
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### Source Triangulation
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Before synthesizing, verify key claims through triangulation — confirming a finding via multiple independent evidence types:
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```
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Triangulation types:
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Data triangulation: Same question examined with different datasets
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Method triangulation: Same question studied with different methods
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(e.g., survey + case study + statistical analysis)
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Source triangulation: Same claim confirmed by sources with different
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perspectives (e.g., vendor + customer + analyst)
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Temporal triangulation: Finding holds across different time periods
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```
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A claim supported by multiple triangulation types is much stronger than one confirmed by multiple sources of the same type. "Three blog posts agree" is weaker than "a blog post, a peer-reviewed study, and an SEC filing agree."
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### Narrative Synthesis
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```
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The evidence suggests [main finding].
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[Source A] found that [finding 1], which is consistent with
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[Source B]'s observation that [finding 2]. However, [Source C]
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presents a contrasting view: [finding 3].
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The weight of evidence favors [conclusion] because [reasoning].
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A key limitation is [gap or uncertainty].
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```
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### Structured Synthesis
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```
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FINDING 1: [Claim]
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Evidence for: [Source A], [Source B] — [details]
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Evidence against: [Source C] — [details]
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Triangulation: [data/method/source types used]
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Confidence: [high/medium/low]
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Reasoning: [why the evidence supports this finding]
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FINDING 2: [Claim]
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...
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```
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### Gap Analysis
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After synthesis, explicitly note:
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- What questions remain unanswered?
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- What data would strengthen the conclusions?
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- What are the limitations of the available sources?
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- What follow-up research would be valuable?
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- What types of triangulation are missing? (e.g., "All sources are practitioner blogs — no academic validation exists")
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---
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## Worked Examples
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### Example 1: Technology Adoption Decision
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**Question**: "Should our company adopt Rust for backend services?"
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**Phase 1 — Define**
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Decompose into sub-questions:
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```
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Main: "Should our company adopt Rust for backend services?"
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Sub-questions:
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1. What are Rust's strengths for backend work? (factual)
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2. What are the real-world costs of adoption? (factual + case studies)
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3. How does Rust compare to our current stack (Go) on key metrics? (comparative)
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4. What do teams of our size (15-30 engineers) report? (case studies)
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5. What is the hiring/training landscape? (survey)
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6. What are the migration paths and risks? (how-to + risk analysis)
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```
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Scope constraints: Backend HTTP services, team of 20 engineers currently using Go, latency-sensitive workloads, 18-month planning horizon.
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**Phase 2 — Search (multi-strategy)**
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```
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Strategy 1 (Direct): "Rust backend production experience"
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Strategy 2 (Authoritative): site:arxiv.org "Rust" "memory safety" performance
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Strategy 3 (Practical): "migrating from Go to Rust" blog OR postmortem
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Strategy 4 (Contrarian): "Rust backend" problems OR regret OR "not worth"
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Strategy 5 (Data): "Rust" "developer survey" adoption 2024 2025
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Strategy 6 (Case studies): site:engineering.*.com Rust adoption
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```
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**Phase 3 — Evaluate (CRAAP scoring)**
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```
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Source 1: Rust annual survey (rust-lang.org) → A (primary, current)
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Source 2: Discord engineering blog on Rust migration → A (primary, practitioner)
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Source 3: Figma "Rust in production" post → A (primary, detailed metrics)
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Source 4: Random Medium post "Rust is the future" → D (no credentials, no data)
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Source 5: AWS SDK for Rust announcement → B (authoritative, but marketing)
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Source 6: "Why we moved back to Go" blog post → B (primary experience, single case)
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Source 7: Stack Overflow developer survey → A (large sample, methodology documented)
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```
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Drop Source 4 entirely. Use Source 6 as a counterpoint despite being a single case.
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**Phase 4 — Synthesize**
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```
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FINDING 1: Rust delivers measurable performance and reliability gains
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Evidence for: Discord reported 50% memory reduction after migration [2].
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Figma measured p99 latency improvements of 3-5x for compute-heavy paths [3].
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Evidence against: Gains may be marginal for I/O-bound CRUD services [6].
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Confidence: High for compute-intensive workloads, medium for I/O-bound.
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FINDING 2: Adoption cost is front-loaded and significant
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Evidence for: Average ramp-up time for experienced Go/C++ engineers is
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3-6 months to productive Rust [2][7]. Compile times 2-5x longer than Go [3].
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Evidence against: Teams report that after the learning curve, maintenance
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costs drop due to fewer production incidents [2][3].
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Confidence: High
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FINDING 3: Hiring pipeline is narrow but growing
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Evidence for: Rust ranks as "most admired" language for 8 consecutive years
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in SO survey, but only ~13% of developers use it professionally [7].
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Evidence against: Rust job demand is growing ~40% YoY [7].
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Confidence: Medium — hiring data is self-reported.
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```
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**Phase 5 — Verify and deliver**
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Cross-check: Discord and Figma metrics are confirmed by independent engineering talks. SO survey methodology is published and peer-reviewed.
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Final recommendation structure:
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```
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Adopt for: Latency-sensitive, compute-heavy services (strong evidence)
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Avoid for: Simple CRUD APIs where Go is already performant (low ROI)
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Mitigate hiring risk: Invest in internal training, start with one team
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Timeline: 6-month pilot on a non-critical service before broader adoption
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Confidence: Medium-high — strong technical evidence, moderate organizational evidence
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```
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### Example 2: Incident Analysis
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**Question**: "What caused the 2024 CrowdStrike outage and what are the implications?"
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**Phase 1 — Define**
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This is a causal question with survey elements. Decompose:
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```
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Main: "What caused the 2024 CrowdStrike outage?"
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Sub-questions:
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1. What happened? (timeline — factual)
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2. What was the technical root cause? (causal)
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3. What was the scope of impact? (factual, data)
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4. How did CrowdStrike respond? (factual)
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5. What systemic issues does this reveal? (analytical)
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6. What changed in the industry as a result? (survey + predictive)
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```
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**Phase 2 — Search**
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```
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Strategy 1 (Primary): site:crowdstrike.com "July 2024" postmortem OR incident
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Strategy 2 (Technical): "CrowdStrike" "channel file" root cause analysis
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Strategy 3 (Impact data): "CrowdStrike outage" damages OR cost OR impact 2024
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Strategy 4 (Regulatory): site:gov "CrowdStrike" review OR hearing OR testimony
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Strategy 5 (Contrarian): "CrowdStrike" "kernel driver" criticism before:2024-07-01
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Strategy 6 (Expert): "CrowdStrike outage" analysis site:*.edu OR site:arxiv.org
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```
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Note Strategy 5: searching for pre-incident criticism establishes whether warnings existed.
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**Phase 3 — Evaluate and build timeline**
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```
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Timeline (verified — Level 3):
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2024-07-19 04:09 UTC CrowdStrike deploys Channel File 291 update
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2024-07-19 04:09-05:27 Falcon sensor crashes → Windows BSOD on boot
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2024-07-19 05:27 UTC CrowdStrike reverts the channel file
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2024-07-19 ~06:00 Scope becomes apparent: 8.5M Windows devices affected
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2024-07-19-21 Manual remediation required (boot to Safe Mode, delete file)
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2024-07-20-25 Airlines, hospitals, banks in multi-day recovery
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Sources: CrowdStrike PIR [A], Microsoft blog [A], Reuters reporting [B],
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Congressional testimony transcript [A]
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```
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**Phase 4 — Synthesize root cause**
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```
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FINDING 1: Technical root cause was an out-of-bounds memory read
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A channel file update (type 291) contained malformed data.
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The Falcon sensor's Content Interpreter triggered an OOB read,
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causing a kernel-level crash (BSOD). The sensor ran as a kernel
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driver, so its crash took down the entire OS.
|
|
Sources: CrowdStrike PIR [A], independent reverse engineering [B]
|
|
Confidence: High (confirmed by vendor + independent analysis)
|
|
|
|
FINDING 2: The update bypassed adequate testing
|
|
Channel files ("rapid response content") used a different validation
|
|
pipeline than sensor code. The Template Type tested had 20 input
|
|
fields; the deployed content provided 21. The validator did not
|
|
catch the mismatch.
|
|
Sources: CrowdStrike PIR [A], Congressional testimony [A]
|
|
Confidence: High
|
|
|
|
FINDING 3: Impact — $5-10B+ in estimated damages
|
|
8.5M devices affected (Microsoft estimate). Delta Air Lines alone
|
|
reported $500M in losses. Parametrix estimated $5.4B in direct
|
|
losses for Fortune 500 companies.
|
|
Sources: Microsoft [A], Parametrix [B], Delta SEC filing [A]
|
|
Confidence: Medium-high (total figure is estimated, individual claims are documented)
|
|
|
|
FINDING 4: Systemic issue — monoculture risk in security infrastructure
|
|
A single vendor's kernel-level agent was present on ~24% of
|
|
enterprise Windows endpoints. Pre-incident criticism of kernel-mode
|
|
security agents existed but was not widely acted upon.
|
|
Sources: Congressional hearing [A], pre-incident security research [B]
|
|
Confidence: High
|
|
```
|
|
|
|
**Phase 5 — Verify and present implications**
|
|
```
|
|
Verified implications (cross-referenced across 3+ independent sources):
|
|
1. Regulatory pressure on kernel-mode security agents accelerated
|
|
2. Microsoft announced Windows Resiliency Initiative (user-mode alternatives)
|
|
3. Enterprise customers began requiring staged/canary rollout for security updates
|
|
4. Cyber insurance models updated to account for single-vendor concentration
|
|
|
|
Remaining uncertainties:
|
|
- Full financial impact is still in litigation (Delta v. CrowdStrike)
|
|
- Long-term market share impact on CrowdStrike is unclear
|
|
- Whether kernel-mode restrictions will actually be enforced
|
|
```
|
|
|
|
---
|
|
|
|
## Citation Formats
|
|
|
|
### Inline URL
|
|
```
|
|
According to a 2024 study (https://example.com/study), the effect was significant.
|
|
```
|
|
|
|
### Footnotes
|
|
```
|
|
According to a 2024 study[1], the effect was significant.
|
|
|
|
---
|
|
[1] https://example.com/study — "Title of Study" by Author, Published Date
|
|
```
|
|
|
|
### Academic (APA)
|
|
```
|
|
In-text: (Smith, 2024)
|
|
Reference: Smith, J. (2024). Title of the article. *Journal Name*, 42(3), 123-145. https://doi.org/10.xxxx
|
|
```
|
|
|
|
For web sources (APA):
|
|
```
|
|
Author, A. A. (Year, Month Day). Title of page. Site Name. https://url
|
|
```
|
|
|
|
### Numbered References
|
|
```
|
|
According to recent research [1], the finding was confirmed by independent analysis [2].
|
|
|
|
## References
|
|
1. Author (Year). Title. URL
|
|
2. Author (Year). Title. URL
|
|
```
|
|
|
|
---
|
|
|
|
## Output Templates
|
|
|
|
### Brief Report
|
|
```markdown
|
|
# [Question]
|
|
**Date**: YYYY-MM-DD | **Sources**: N | **Confidence**: high/medium/low
|
|
|
|
## Answer
|
|
[2-3 paragraph direct answer]
|
|
|
|
## Key Evidence
|
|
- [Finding 1] — [source]
|
|
- [Finding 2] — [source]
|
|
- [Finding 3] — [source]
|
|
|
|
## Caveats
|
|
- [Limitation or uncertainty]
|
|
|
|
## Sources
|
|
1. [Source](url)
|
|
2. [Source](url)
|
|
```
|
|
|
|
### Detailed Report
|
|
```markdown
|
|
# Research Report: [Question]
|
|
**Date**: YYYY-MM-DD | **Depth**: thorough | **Sources Consulted**: N
|
|
|
|
## Executive Summary
|
|
[1 paragraph synthesis]
|
|
|
|
## Background
|
|
[Context needed to understand the findings]
|
|
|
|
## Methodology
|
|
[How the research was conducted, what was searched, how sources were evaluated]
|
|
|
|
## Findings
|
|
|
|
### [Sub-question 1]
|
|
[Detailed findings with inline citations]
|
|
|
|
### [Sub-question 2]
|
|
[Detailed findings with inline citations]
|
|
|
|
## Analysis
|
|
[Synthesis across findings, patterns identified, implications]
|
|
|
|
## Contradictions & Open Questions
|
|
[Areas of disagreement, gaps in knowledge]
|
|
|
|
## Confidence Assessment
|
|
[Overall confidence level with reasoning]
|
|
|
|
## Sources
|
|
[Full bibliography in chosen citation format]
|
|
```
|
|
|
|
---
|
|
|
|
## Cognitive Bias Detection & Countermeasures
|
|
|
|
These biases are not hypothetical — they actively distort research outcomes. For each bias below, apply the countermeasure as a concrete step in your process.
|
|
|
|
### 1. Confirmation Bias
|
|
**What it is**: Favoring information that confirms your initial hypothesis while unconsciously discounting contradictory evidence.
|
|
**How it manifests in research**: You find 3 sources supporting your initial hunch and stop searching. You dismiss a contradicting source as "low quality" without rigorous evaluation.
|
|
**Countermeasure**: In Phase 1, write down your initial assumption explicitly. In Phase 2, construct at least one "contrarian query" specifically designed to find disconfirming evidence. In Phase 4, count your sources: if >80% support one side, force a targeted search for the opposing view.
|
|
**Example**: Researching "Is TypeScript worth adopting?" — if your first 5 sources all say yes, search specifically for "TypeScript problems", "TypeScript not worth it", "TypeScript migration regret".
|
|
|
|
### 2. Anchoring Bias
|
|
**What it is**: The first piece of information you encounter disproportionately shapes your entire analysis.
|
|
**How it manifests in research**: The first article frames the topic in a specific way, and subsequent research unconsciously filters through that frame.
|
|
**Countermeasure**: After gathering all sources, re-read your synthesis. Ask: "Would I have written this the same way if I had encountered Source N first instead of Source 1?" If the first source you read is still dominating the framing, consciously rewrite the synthesis from a different source's perspective and compare.
|
|
|
|
### 3. Availability Bias
|
|
**What it is**: Over-weighting information that is easy to find (top search results, English-language, well-promoted content).
|
|
**Countermeasure**: After initial searches, ask: "What voices are missing?" Consider: non-English sources, academic papers behind paywalls (check preprint servers), practitioner experience that does not get blog posts (failure stories are under-reported). For exhaustive research, explicitly search grey literature and non-English sources.
|
|
|
|
### 4. Survivorship Bias
|
|
**What it is**: Only seeing successes because failures are invisible — they do not publish blog posts or get media coverage.
|
|
**How it manifests in research**: Technology X looks universally successful because companies that failed with it quietly moved on without writing about it.
|
|
**Countermeasure**: For any "should we adopt X?" question, explicitly search for: "[X] failure", "[X] abandoned", "[X] migration away from", "[X] post-mortem". Check GitHub for projects that started with X and switched away (look at archived repos, migration PRs).
|
|
**Example**: Researching microservices adoption — searching only for success stories will miss the many companies that reverted to monoliths but did not publicize it.
|
|
|
|
### 5. Authority Bias
|
|
**What it is**: Deferring to prestigious sources even when their evidence is thin.
|
|
**Countermeasure**: Evaluate the evidence, not the letterhead. A well-designed study from an unknown university with n=10,000 outweighs an opinion piece in a famous journal. Check: does the prestigious source provide data, or just assertions? Would you accept this evidence if it came from an unknown author?
|
|
|
|
### 6. Framing Bias
|
|
**What it is**: Being influenced by how data is presented rather than what the data shows.
|
|
**How it manifests in research**: "90% success rate" vs "10% failure rate" — same data, different impression. Relative vs absolute risk: "doubles the risk" could mean 0.001% to 0.002%.
|
|
**Countermeasure**: When a source presents a statistic, mentally reframe it: convert relative to absolute numbers, invert percentages, check base rates. If a claim sounds dramatic, check the absolute magnitude.
|
|
|
|
---
|
|
|
|
## Domain-Specific Research Tips
|
|
|
|
### Technology Research
|
|
- Always check the official documentation first
|
|
- Compare documentation version with the latest release
|
|
- Stack Overflow answers may be outdated — check the date
|
|
- GitHub issues/discussions often have the most current information
|
|
- Benchmarks without methodology descriptions are unreliable
|
|
|
|
### Business Research
|
|
- SEC filings (10-K, 10-Q) are the most reliable public company data
|
|
- Press releases are marketing — verify claims independently
|
|
- Analyst reports may have conflicts of interest — check disclaimers
|
|
- Employee reviews (Glassdoor) provide internal perspective but are biased
|
|
|
|
### Scientific Research
|
|
- Systematic reviews and meta-analyses are strongest evidence
|
|
- Single studies should not be treated as definitive
|
|
- Check if findings have been replicated
|
|
- Preprints have not been peer-reviewed — note this caveat
|
|
- p-values and effect sizes both matter — not just "statistically significant"
|
|
|
|
---
|
|
|
|
## Research Shortcuts
|
|
|
|
### When to Stop Researching
|
|
|
|
Research has diminishing returns. Recognize these signals:
|
|
|
|
**Stop signals — you have enough**:
|
|
- Three independent sources converge on the same answer
|
|
- New searches return sources you have already seen
|
|
- The last 3 searches added no new information or perspectives
|
|
- You have found primary source data that directly answers the question
|
|
- Remaining disagreements are about edge cases, not the core finding
|
|
|
|
**Keep going signals — you do not have enough**:
|
|
- Only one source supports a critical claim
|
|
- Two credible sources directly contradict each other with no resolution
|
|
- The requester's specific context (industry, scale, constraints) is not addressed
|
|
- You have secondary reporting but no primary source for a key fact
|
|
- Your confidence assessment would be "low" on a central finding
|
|
|
|
**Time-boxing rule**: For a standard research question, allocate effort roughly as:
|
|
```
|
|
Quick facts: 2-4 searches, 1-2 minutes
|
|
Standard question: 6-12 searches, 5-10 minutes
|
|
Deep dive: 15-30 searches, 20-40 minutes
|
|
```
|
|
If you exceed 2x the expected searches without convergence, stop and report what you have with explicit gaps noted.
|
|
|
|
### Quick Assessment vs Deep Dive
|
|
|
|
Not every question deserves a full 5-phase research process. Use this decision matrix:
|
|
|
|
```
|
|
Quick assessment (skip to synthesis fast):
|
|
✓ Question has a single factual answer
|
|
✓ Authoritative primary source exists and is accessible
|
|
✓ Low stakes — wrong answer has minimal consequences
|
|
✓ Requester wants speed over thoroughness
|
|
Example: "What version of Python dropped GIL?"
|
|
→ Check python.org docs/PEPs, answer in one search.
|
|
|
|
Standard research (full 5-phase process):
|
|
✓ Comparative or analytical question
|
|
✓ Multiple valid perspectives exist
|
|
✓ Answer will inform a decision
|
|
✓ Moderate stakes
|
|
Example: "React vs Svelte for our new dashboard?"
|
|
→ Full decomposition, multi-source, synthesis needed.
|
|
|
|
Deep dive (extended research with formal deliverable):
|
|
✓ High-stakes decision (architecture, vendor, strategy)
|
|
✓ Conflicting information is likely
|
|
✓ Historical context and trend analysis needed
|
|
✓ Requester expects a report they can share with others
|
|
Example: "Should we move from AWS to multi-cloud?"
|
|
→ Multiple sub-questions, 10+ sources, formal report.
|
|
```
|
|
|
|
### Source Reuse Patterns
|
|
|
|
Not every question starts from zero. Build efficiency by recognizing reusable sources.
|
|
|
|
**Tier 1 — Canonical references (always check first for their domain)**:
|
|
```
|
|
Programming languages: Official docs, language spec, release notes
|
|
Cloud services: AWS/GCP/Azure docs, status pages, pricing pages
|
|
Security: CVE databases, vendor advisories, NIST NVD
|
|
Statistics: Official census/survey data, World Bank, OECD
|
|
Companies: SEC filings (EDGAR), official IR pages
|
|
Open source: GitHub repo, CHANGELOG, issue tracker
|
|
```
|
|
|
|
**Tier 2 — High-signal aggregators (good starting points)**:
|
|
```
|
|
Technology trends: ThoughtWorks Radar, Stack Overflow survey, TIOBE
|
|
Security incidents: CISA advisories, Krebs on Security
|
|
Academic papers: Google Scholar, Semantic Scholar, arXiv
|
|
Industry analysis: Gartner (with bias caveat), a16z, Sequoia
|
|
Developer experience: JetBrains survey, GitHub Octoverse
|
|
```
|
|
|
|
**Tier 3 — Practitioner sources (for real-world validation)**:
|
|
```
|
|
Engineering blogs: Company engineering blogs (Netflix, Uber, Stripe, Discord)
|
|
Conference talks: Recorded talks from Strange Loop, QCon, KubeCon
|
|
Community discussion: Hacker News (comments often more valuable than articles),
|
|
Reddit (r/programming, r/devops, domain-specific subs)
|
|
```
|
|
|
|
**Anti-patterns to avoid**:
|
|
- Do not reuse a source across topics just because it scored well once — re-evaluate CRAAP for the new topic
|
|
- Do not treat aggregator rankings (Gartner Magic Quadrant, G2 reviews) as primary evidence — they are influenced by vendor spending
|
|
- Do not assume a source's authority transfers across domains — a security vendor's blog is authoritative on threats but not on database performance
|