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Add research methodology, critical thinking, and archive checkbox system#9

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Add research methodology, critical thinking, and archive checkbox system#9
jeremyandrews wants to merge 5 commits into
tag1consulting:mainfrom
jeremyandrews:research

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@jeremyandrews jeremyandrews commented Mar 31, 2026

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Summary

Combines two previously split PRs into one coherent change: comprehensive research guidelines + archive checkbox system.

Core Principles (JESSE.md)

  • "Think critically, always" -- every analysis, fact-check, and recommendation must model critical thinking: question assumptions, identify gaps, name fallacies, show how to evaluate sources
  • "Check the vault before going external" -- QMD search before web/external queries, scoped to cover research projects (not just person/project lookups)
  • Research section update -- references three-layer devil's advocate, critical thinking, multilingual sourcing, and knowledge extraction into Knowledge/

Research-Guidelines.md (complete rewrite)

Replaces the minimal formatting-focused guidelines with a full research methodology:

  • Vault first -- query QMD before any web search; reference vault context alongside external findings
  • Scope confirmation -- confirm scope on ambiguous requests, skip on focused ones
  • Writing quality -- narrative flow, no filler, specific over general (numbers, dates, names)
  • Critical thinking -- question the premise, show reasoning not just conclusions, identify gaps, name fallacies naturally, give concrete examples
  • Source hierarchy -- four-tier priority (primary > institutional > quality journalism > everything else with caveats), inline trustworthiness ratings
  • Web search mandate -- training knowledge is not a citable source; every non-trivial fact must trace to a retrieved, dated, linkable source
  • Multilingual sourcing -- mandatory for non-English contexts; "sparse in English" means you stopped too early
  • Structural hints by research type -- patterns for technical, market/competitive, and domain research
  • Devil's advocate (three layers) -- steelman the claim, best counterargument, nuanced resolution
  • Stress-testing -- challenge assumptions rather than validate them; expand beyond narrow framing
  • Handling conflicts and gaps -- distinguish fact/speculation/synthesis; resolve conflicts inline
  • Pre-delivery quality check -- 5-point self-review checklist
  • Report structure -- scope > executive overview > body > devil's advocate > summary > actionability > appendices > sources
  • Archive footer -- references Archive-Footer-Guidelines for processing rules

Archive Checkbox System (from PR #10)

  • Draft Lifecycle -- archive footer requirement integrated as closing paragraph (not standalone bold block)
  • Archive Checkbox Processing -- grep-based detection (using grep -E for macOS compatibility), subagent delegation workflow, efficiency constraints
  • Archive-Footer-Guidelines.md (new file) -- three checkbox options (Archive, Deep extract, Archive only), processing rules, grep pattern, hyphen-style standardization
  • Vault Structure -- added Archive-Footer-Guidelines.md to listing

Vault-Search-Guidelines.md

  • Reinforces that QMD applies equally to research tasks, not just file lookups

Review feedback addressed

  • Archive footer rule flows naturally within Draft Lifecycle instead of abrupt standalone block
  • Paths noted as deployment-adjustable (not hardcoded)
  • Check frequency made dynamic instead of "maybe four times a day"
  • Fixed "two run" → "to run" and "inneficient" → "inefficient" typos
  • All-three-checked behavior: reports error to user instead of silent no-op
  • grep uses -E (ERE) for macOS/BSD portability
  • Hyphen-style list markers documented as the standard

Test plan

  • JESSE.md Core Principles has both new bullet points (critical thinking, vault-first)
  • JESSE.md Draft Lifecycle ends with archive footer requirement
  • JESSE.md Archive Checkbox Processing section uses grep -E pattern
  • JESSE.md Vault Structure lists Archive-Footer-Guidelines.md
  • Research-Guidelines.md covers all methodology sections
  • Research-Guidelines.md archive footer section references Archive-Footer-Guidelines
  • Archive-Footer-Guidelines.md has all three checkbox options
  • Archive-Footer-Guidelines.md uses grep -E pattern
  • Archive-Footer-Guidelines.md says to report (not silently handle) all-three-checked
  • Vault-Search-Guidelines.md includes research-scoped guidance
  • No unrelated sections modified

jeremyandrews and others added 3 commits March 31, 2026 12:39
…earch mandate, and quality checklist

Production-tested additions from a running Jesse deployment:

- Scope confirmation: confirm scope on ambiguous requests, skip on focused ones
- Structural hints by research type: patterns for technical, market/competitive,
  and domain research with guidance on blended requests
- Expanded executive summary: scaled guidance for short vs long pieces, TOC for
  documents with 4-5+ sections
- Web search mandate: training knowledge is not a citable source — every
  non-trivial fact must trace to a retrieved, dated, linkable source
- Pre-delivery quality check: 5-point self-review checklist (unsourced claims,
  source monoculture, epistemic blur, stale sources, missing "so what")

@jeffsheltren jeffsheltren left a comment

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LGTM. I added a commit with my local improvements as well

…w feedback

Combines PR tag1consulting#9 (research guidelines rewrite) and PR tag1consulting#10 (archive checkbox
system) into a single coherent PR. Reconciles the conflicting archive footer
designs: replaces the tracking-style checkboxes in Research-Guidelines.md
with a reference to the action-oriented Archive-Footer-Guidelines.md.

Review feedback addressed:
- Archive footer rule integrated as closing paragraph in Draft Lifecycle
  instead of standalone bold block (Jeff: placement)
- Paths noted as deployment-adjustable (Jeff: hardcoded paths)
- Frequency made dynamic instead of "maybe four times a day" (Jeff: tone)
- Fixed "two run" typo and "inneficient" typo
- All-three-checked behavior changed to report error to user instead of
  silent no-op (Jeff+Jeremy: prefer explicit error reporting)
- grep pattern uses -E for macOS/BSD compatibility (Jeff: portability)
- Hyphen-style list markers documented as standard (Jeff: pattern scope)
@jeremyandrews jeremyandrews changed the title Add critical thinking and vault-first principles for research Add research methodology, critical thinking, and archive checkbox system May 27, 2026
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2 participants