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researcher-hand-skill 1.0.0 Expert knowledge for AI deep research — methodology, source evaluation, search optimization, cross-referencing, synthesis, and citation formats prompt_only

Deep Research Expert Knowledge

Research Methodology

Research Process (5 phases)

  1. Define: Clarify the question, identify what's known vs unknown, set scope
  2. Search: Systematic multi-strategy search across diverse sources
  3. Evaluate: Assess source quality, extract relevant data, note limitations
  4. Synthesize: Combine findings into coherent answer, resolve contradictions
  5. Verify: Cross-check critical claims, identify remaining uncertainties

Question Types & Strategies

Question Type Strategy Example
Factual Find authoritative primary source "What is the population of Tokyo?"
Comparative Multi-source balanced analysis "React vs Vue for large apps?"
Causal Evidence chain + counterfactuals "Why did Theranos fail?"
Predictive Trend analysis + expert consensus "Will quantum computing replace classical?"
How-to Step-by-step from practitioners "How to set up a Kubernetes cluster?"
Survey Comprehensive landscape mapping "What are the options for vector databases?"
Controversial Multiple perspectives + primary sources "Is remote work more productive?"

Decomposition Technique

Complex questions should be broken into sub-questions:

Main: "Should our startup use microservices?"
Sub-questions:
  1. What are microservices? (definitional)
  2. What are the benefits vs monolith? (comparative)
  3. What team size/stage is appropriate? (contextual)
  4. What are the operational costs? (factual)
  5. What do similar startups use? (case studies)
  6. What are the migration paths? (how-to)

CRAAP Source Evaluation Framework

Currency

  • When was it published or last updated?
  • Is the information still current for the topic?
  • Are the links functional?
  • For technology topics: anything >2 years old may be outdated

Relevance

  • Does it directly address your question?
  • Who is the intended audience?
  • Is the level of detail appropriate?
  • Would you cite this in your report?

Authority

  • Who is the author? What are their credentials?
  • What institution published this?
  • Is there contact information?
  • Does the URL domain indicate authority? (.gov, .edu, reputable org)

Accuracy

  • Is the information supported by evidence?
  • Has it been reviewed or refereed?
  • Can you verify the claims from other sources?
  • Are there factual errors, typos, or broken logic?

Purpose

  • Why does this information exist?
  • Is it informational, commercial, persuasive, or entertainment?
  • Is the bias clear or hidden?
  • Does the author/organization benefit from you believing this?

Scoring

A (Authoritative):  Passes all 5 CRAAP criteria
B (Reliable):       Passes 4/5, minor concern on one
C (Useful):         Passes 3/5, use with caveats
D (Weak):           Passes 2/5 or fewer
F (Unreliable):     Fails most criteria, do not cite

Search Query Optimization

Query Construction Techniques

Exact phrase: "specific phrase" — use for names, quotes, error messages Site-specific: site:domain.com query — search within a specific site Exclude: query -unwanted_term — remove irrelevant results File type: filetype:pdf query — find specific document types Recency: query after:2024-01-01 — recent results only OR operator: query (option1 OR option2) — broaden search Wildcard: "how to * in python" — fill-in-the-blank

Multi-Strategy Search Pattern

For each research question, use at least 3 search strategies:

  1. Direct: The question as-is
  2. Authoritative: site:gov OR site:edu OR site:org [topic]
  3. Academic: [topic] research paper [year] or site:arxiv.org [topic]
  4. Practical: [topic] guide or [topic] tutorial or [topic] how to
  5. Data: [topic] statistics or [topic] data [year]
  6. Contrarian: [topic] criticism or [topic] problems or [topic] myths

Source Discovery by Domain

Domain Best Sources Search Pattern
Technology Official docs, GitHub, Stack Overflow, engineering blogs [tech] documentation, site:github.com [tech]
Science PubMed, arXiv, Nature, Science site:arxiv.org [topic], [topic] systematic review
Business SEC filings, industry reports, HBR [company] 10-K, [industry] report [year]
Medicine PubMed, WHO, CDC, Cochrane site:pubmed.ncbi.nlm.nih.gov [topic]
Legal Court records, law reviews, statute databases [case] ruling, [law] analysis
Statistics Census, BLS, World Bank, OECD site:data.worldbank.org [metric]
Current events Reuters, AP, BBC, primary sources [event] statement, [event] official

Cross-Referencing Techniques

Verification Levels

Level 1: Single source (unverified)
  → Mark as "reported by [source]"

Level 2: Two independent sources agree (corroborated)
  → Mark as "confirmed by multiple sources"

Level 3: Primary source + secondary confirmation (verified)
  → Mark as "verified — primary source: [X]"

Level 4: Expert consensus (well-established)
  → Mark as "widely accepted" or "scientific consensus"

Contradiction Resolution

When sources disagree:

  1. Check which source is more authoritative (CRAAP scores)
  2. Check which is more recent (newer may have updated info)
  3. Check if they're measuring different things (apples vs oranges)
  4. Check for known biases or conflicts of interest
  5. Present both views with evidence for each
  6. State which view the evidence better supports (if clear)
  7. If genuinely uncertain, say so — don't force a conclusion

Synthesis Patterns

Narrative Synthesis

The evidence suggests [main finding].

[Source A] found that [finding 1], which is consistent with
[Source B]'s observation that [finding 2]. However, [Source C]
presents a contrasting view: [finding 3].

The weight of evidence favors [conclusion] because [reasoning].
A key limitation is [gap or uncertainty].

Structured Synthesis

FINDING 1: [Claim]
  Evidence for: [Source A], [Source B] — [details]
  Evidence against: [Source C] — [details]
  Confidence: [high/medium/low]
  Reasoning: [why the evidence supports this finding]

FINDING 2: [Claim]
  ...

Gap Analysis

After synthesis, explicitly note:

  • What questions remain unanswered?
  • What data would strengthen the conclusions?
  • What are the limitations of the available sources?
  • What follow-up research would be valuable?

Worked Examples

Example 1: Technology Adoption Decision

Question: "Should our company adopt Rust for backend services?"

Phase 1 — Define

Decompose into sub-questions:

Main: "Should our company adopt Rust for backend services?"
Sub-questions:
  1. What are Rust's strengths for backend work? (factual)
  2. What are the real-world costs of adoption? (factual + case studies)
  3. How does Rust compare to our current stack (Go) on key metrics? (comparative)
  4. What do teams of our size (15-30 engineers) report? (case studies)
  5. What is the hiring/training landscape? (survey)
  6. What are the migration paths and risks? (how-to + risk analysis)

Scope constraints: Backend HTTP services, team of 20 engineers currently using Go, latency-sensitive workloads, 18-month planning horizon.

Phase 2 — Search (multi-strategy)

Strategy 1 (Direct):         "Rust backend production experience"
Strategy 2 (Authoritative):  site:arxiv.org "Rust" "memory safety" performance
Strategy 3 (Practical):      "migrating from Go to Rust" blog OR postmortem
Strategy 4 (Contrarian):     "Rust backend" problems OR regret OR "not worth"
Strategy 5 (Data):           "Rust" "developer survey" adoption 2024 2025
Strategy 6 (Case studies):   site:engineering.*.com Rust adoption

Phase 3 — Evaluate (CRAAP scoring)

Source 1: Rust annual survey (rust-lang.org)          → A (primary, current)
Source 2: Discord engineering blog on Rust migration   → A (primary, practitioner)
Source 3: Figma "Rust in production" post              → A (primary, detailed metrics)
Source 4: Random Medium post "Rust is the future"      → D (no credentials, no data)
Source 5: AWS SDK for Rust announcement                → B (authoritative, but marketing)
Source 6: "Why we moved back to Go" blog post          → B (primary experience, single case)
Source 7: Stack Overflow developer survey              → A (large sample, methodology documented)

Drop Source 4 entirely. Use Source 6 as a counterpoint despite being a single case.

Phase 4 — Synthesize

FINDING 1: Rust delivers measurable performance and reliability gains
  Evidence for: Discord reported 50% memory reduction after migration [2].
    Figma measured p99 latency improvements of 3-5x for compute-heavy paths [3].
  Evidence against: Gains may be marginal for I/O-bound CRUD services [6].
  Confidence: High for compute-intensive workloads, medium for I/O-bound.

FINDING 2: Adoption cost is front-loaded and significant
  Evidence for: Average ramp-up time for experienced Go/C++ engineers is
    3-6 months to productive Rust [2][7]. Compile times 2-5x longer than Go [3].
  Evidence against: Teams report that after the learning curve, maintenance
    costs drop due to fewer production incidents [2][3].
  Confidence: High

FINDING 3: Hiring pipeline is narrow but growing
  Evidence for: Rust ranks as "most admired" language for 8 consecutive years
    in SO survey, but only ~13% of developers use it professionally [7].
  Evidence against: Rust job demand is growing ~40% YoY [7].
  Confidence: Medium — hiring data is self-reported.

Phase 5 — Verify and deliver

Cross-check: Discord and Figma metrics are confirmed by independent engineering talks. SO survey methodology is published and peer-reviewed.

Final recommendation structure:

Adopt for: Latency-sensitive, compute-heavy services (strong evidence)
Avoid for: Simple CRUD APIs where Go is already performant (low ROI)
Mitigate hiring risk: Invest in internal training, start with one team
Timeline: 6-month pilot on a non-critical service before broader adoption
Confidence: Medium-high — strong technical evidence, moderate organizational evidence

Example 2: Incident Analysis

Question: "What caused the 2024 CrowdStrike outage and what are the implications?"

Phase 1 — Define

This is a causal question with survey elements. Decompose:

Main: "What caused the 2024 CrowdStrike outage?"
Sub-questions:
  1. What happened? (timeline — factual)
  2. What was the technical root cause? (causal)
  3. What was the scope of impact? (factual, data)
  4. How did CrowdStrike respond? (factual)
  5. What systemic issues does this reveal? (analytical)
  6. What changed in the industry as a result? (survey + predictive)

Phase 2 — Search

Strategy 1 (Primary):     site:crowdstrike.com "July 2024" postmortem OR incident
Strategy 2 (Technical):   "CrowdStrike" "channel file" root cause analysis
Strategy 3 (Impact data): "CrowdStrike outage" damages OR cost OR impact 2024
Strategy 4 (Regulatory):  site:gov "CrowdStrike" review OR hearing OR testimony
Strategy 5 (Contrarian):  "CrowdStrike" "kernel driver" criticism before:2024-07-01
Strategy 6 (Expert):      "CrowdStrike outage" analysis site:*.edu OR site:arxiv.org

Note Strategy 5: searching for pre-incident criticism establishes whether warnings existed.

Phase 3 — Evaluate and build timeline

Timeline (verified — Level 3):
  2024-07-19 04:09 UTC  CrowdStrike deploys Channel File 291 update
  2024-07-19 04:09-05:27  Falcon sensor crashes → Windows BSOD on boot
  2024-07-19 05:27 UTC  CrowdStrike reverts the channel file
  2024-07-19 ~06:00     Scope becomes apparent: 8.5M Windows devices affected
  2024-07-19-21          Manual remediation required (boot to Safe Mode, delete file)
  2024-07-20-25          Airlines, hospitals, banks in multi-day recovery

Sources: CrowdStrike PIR [A], Microsoft blog [A], Reuters reporting [B],
  Congressional testimony transcript [A]

Phase 4 — Synthesize root cause

FINDING 1: Technical root cause was an out-of-bounds memory read
  A channel file update (type 291) contained malformed data.
  The Falcon sensor's Content Interpreter triggered an OOB read,
  causing a kernel-level crash (BSOD). The sensor ran as a kernel
  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

# [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

# 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 in Research

Be aware of these biases during research:

  1. Confirmation bias: Favoring information that confirms your initial hypothesis

    • Mitigation: Explicitly search for disconfirming evidence
  2. Authority bias: Over-trusting sources from prestigious institutions

    • Mitigation: Evaluate evidence quality, not just source prestige
  3. Anchoring: Fixating on the first piece of information found

    • Mitigation: Gather multiple sources before forming conclusions
  4. Selection bias: Only finding sources that are easy to access

    • Mitigation: Vary search strategies, check non-English sources
  5. Recency bias: Over-weighting recent publications

    • Mitigation: Include foundational/historical sources when relevant
  6. Framing effect: Being influenced by how information is presented

    • Mitigation: Look at raw data, not just interpretations

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