deep-research
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ChineseDeep Research(深度调研 8 步法)
Deep Research (8-Step In-Depth Research Process)
将用户提出的模糊主题,通过系统化方法转化为高质量、可交付的调研报告。
Transform vague topics proposed by users into high-quality, deliverable research reports through systematic methods.
核心理念
Core Principles
- 结论来自机制对比,不是"我感觉像"
- 先钉牢事实,再做推导
- 资料权威优先,L1 > L2 > L3 > L4
- 中间结果必须保存,便于回溯和复用
- Conclusions come from mechanism comparison, not "I feel like it"
- Establish facts first, then make deductions
- Priority to authoritative sources, L1 > L2 > L3 > L4
- Intermediate results must be saved for easy traceback and reuse
工作目录与中间产物管理
Working Directory and Intermediate Product Management
工作目录结构
Working Directory Structure
调研开始时,必须在 下创建以主题命名的工作目录:
~/Downloads/research/~/Downloads/research/<topic>/
├── 00_问题拆解.md # Step 0-1 产出
├── 01_资料来源.md # Step 2 产出:所有查阅的资料链接
├── 02_事实卡片.md # Step 3 产出:抽取的事实
├── 03_对比框架.md # Step 4 产出:选定的框架和填充
├── 04_推导过程.md # Step 6 产出:事实→结论的推导
├── 05_验证记录.md # Step 7 产出:用例验证结果
├── FINAL_调研报告.md # Step 8 产出:最终交付物
└── raw/ # 原始资料存档(可选)
├── source_1.md
└── source_2.mdAt the start of research, you must create a topic-named working directory under :
~/Downloads/research/~/Downloads/research/<topic>/
├── 00_Problem_Decomposition.md # Output of Step 0-1
├── 01_Source_Materials.md # Output of Step 2: Links to all consulted materials
├── 02_Fact_Cards.md # Output of Step 3: Extracted facts
├── 03_Comparison_Framework.md # Output of Step 4: Selected framework and content
├── 04_Derivation_Process.md # Output of Step 6: Deduction from facts to conclusions
├── 05_Verification_Records.md # Output of Step 7: Use case verification results
├── FINAL_Research_Report.md # Output of Step 8: Final deliverable
└── raw/ # Archive of original materials (optional)
├── source_1.md
└── source_2.md保存时机与内容
Saving Timing and Content
| 步骤 | 完成后立即保存 | 文件名 |
|---|---|---|
| Step 0-1 | 问题类型判断 + 子问题列表 | |
| Step 2 | 每个查阅的资料链接、层级、摘要 | |
| Step 3 | 每条事实卡片(陈述+出处+置信度) | |
| Step 4 | 选定的对比框架 + 初步填充 | |
| Step 6 | 每个维度的推导过程 | |
| Step 7 | 验证场景 + 结果 + 回查清单 | |
| Step 8 | 完整调研报告 | |
| Step | Save Immediately After Completion | File Name |
|---|---|---|
| Step 0-1 | Problem type judgment + sub-question list | |
| Step 2 | Link, hierarchy, and summary of each consulted material | |
| Step 3 | Each fact card (statement + source + confidence level) | |
| Step 4 | Selected comparison framework + initial content | |
| Step 6 | Derivation process for each dimension | |
| Step 7 | Verification scenario + result + review checklist | |
| Step 8 | Complete research report | |
保存原则
Saving Principles
- 即时保存:每完成一个步骤,立即写入对应文件,不要等到最后
- 增量更新:同一文件可多次更新,新内容追加或替换
- 保留过程:中间文件即使内容后来被整合到最终报告,也要保留
- 便于恢复:如果调研中断,可以从中间文件恢复进度
- Save in real-time: Write to the corresponding file immediately after completing each step, do not wait until the end
- Incremental update: The same file can be updated multiple times, append or replace new content
- Preserve process: Even if intermediate file content is later integrated into the final report, keep them
- Easy recovery: If research is interrupted, progress can be restored from intermediate files
Trigger Conditions
Trigger Conditions
当用户想要:
- 深入了解某个概念/技术/现象
- 对比两个或多个事物的异同
- 为决策收集信息和依据
- 撰写调研报告或分析文档
关键词:
- "深度调研"、"深度研究"、"深入分析"
- "帮我调研"、"调研一下"、"研究一下"
- "对比分析"、"概念对比"、"技术对比"
- "写调研报告"、"出调研报告"
与其他 Skill 的区分:
- 需要可视化图谱 → 使用
research-to-diagram - 需要写作输出(文章/教程) → 使用
wsy-writer - 需要素材整理 → 使用
material-to-markdown - 需要纯调研报告 → 使用本 Skill
When users want to:
- Gain in-depth understanding of a concept/technology/phenomenon
- Compare similarities and differences between two or more things
- Collect information and basis for decision-making
- Write research reports or analysis documents
Keywords:
- "Deep Research", "In-Depth Study", "In-Depth Analysis"
- "Help me research", "Do a research", "Conduct a study"
- "Comparative Analysis", "Concept Comparison", "Technology Comparison"
- "Write a research report", "Produce a research report"
Differentiation from Other Skills:
- Need visual diagrams → Use
research-to-diagram - Need writing output (articles/tutorials) → Use
wsy-writer - Need material organization → Use
material-to-markdown - Need pure research reports → Use this Skill
Workflow(8 步法)
Workflow (8-Step Process)
Step 0: 问题类型判断
Step 0: Problem Type Judgment
首先判断调研问题属于哪种类型,选择对应策略:
| 问题类型 | 核心任务 | 侧重维度 |
|---|---|---|
| 概念对比型 | 建立对比框架 | 机制差异、适用边界 |
| 决策支持型 | 权衡取舍 | 成本、风险、收益 |
| 趋势分析型 | 梳理演进脉络 | 历史、驱动因素、预测 |
| 问题诊断型 | 根因分析 | 症状、原因、证据链 |
| 知识梳理型 | 系统整理 | 定义、分类、关系 |
First judge the type of research question and select the corresponding strategy:
| Problem Type | Core Task | Focus Dimensions |
|---|---|---|
| Concept Comparison Type | Establish comparison framework | Mechanism differences, application boundaries |
| Decision Support Type | Trade-off analysis | Cost, risk, benefits |
| Trend Analysis Type | Sort out evolution context | History, driving factors, predictions |
| Problem Diagnosis Type | Root cause analysis | Symptoms, causes, evidence chain |
| Knowledge Organization Type | Systematic organization | Definition, classification, relationships |
Step 0.5: 时效敏感性判断(BLOCKING)
Step 0.5: Timeliness Sensitivity Judgment (BLOCKING)
在开始调研前,必须判断问题的时效敏感性,这将决定资料筛选策略。
Before starting research, you must judge the timeliness sensitivity of the question, which will determine the material screening strategy.
时效敏感性分类
Timeliness Sensitivity Classification
| 敏感级别 | 典型领域 | 资料时间窗口 | 说明 |
|---|---|---|---|
| 🔴 极高 | AI/大模型、区块链、加密货币 | 3-6 个月 | 技术迭代极快,几个月前的信息可能已完全过时 |
| 🟠 高 | 云服务、前端框架、API 接口 | 6-12 个月 | 版本更新频繁,需确认当前版本 |
| 🟡 中 | 编程语言、数据库、操作系统 | 1-2 年 | 相对稳定但仍在演进 |
| 🟢 低 | 算法原理、设计模式、理论概念 | 无限制 | 基础原理变化慢 |
| Sensitivity Level | Typical Fields | Material Time Window | Description |
|---|---|---|---|
| 🔴 Extremely High | AI/Large Models, Blockchain, Cryptocurrency | 3-6 months | Technology iterates extremely fast, information from a few months ago may be completely outdated |
| 🟠 High | Cloud Services, Frontend Frameworks, API Interfaces | 6-12 months | Version updates are frequent, need to confirm the current version |
| 🟡 Medium | Programming Languages, Databases, Operating Systems | 1-2 years | Relatively stable but still evolving |
| 🟢 Low | Algorithm Principles, Design Patterns, Theoretical Concepts | No restrictions | Basic principles change slowly |
🔴 极高敏感领域特别规则
Special Rules for 🔴 Extremely High Sensitivity Fields
当调研主题涉及以下领域时,必须执行特殊规则:
触发词识别:
- AI 相关:大模型、LLM、GPT、Claude、Gemini、AI Agent、RAG、向量数据库、提示工程
- 云原生:Kubernetes 新版本、Serverless、容器运行时
- 前沿技术:Web3、量子计算、AR/VR
强制执行的规则:
-
搜索时带时间约束:
- 使用 或
time_range: "month"限制搜索结果time_range: "week" - 优先查询 设置为 3 个月内
start_date: "YYYY-MM-DD"
- 使用
-
官方源优先级提升:
- 必须首先查阅官方文档、官方博客、官方 Changelog
- GitHub Release Notes、官方 X/Twitter 公告
- 学术论文(arXiv 等预印本平台)
-
版本号强制标注:
- 任何技术描述必须标注当前版本号
- 示例:「Claude 3.5 Sonnet (claude-3-5-sonnet-20241022) 支持...」
- 禁止使用「最新版本支持...」这类模糊表述
-
过时信息处置:
- 超过 6 个月的技术博客/教程 → 仅作为历史参考,不可作为事实依据
- 发现版本不一致 → 必须核实当前版本后再使用
- 明显过时的描述(如「未来将支持」但现在已支持)→ 直接丢弃
-
交叉验证:
- 高敏感信息必须从至少 2 个独立来源确认
- 优先级:官方文档 > 官方博客 > 权威技术媒体 > 个人博客
-
官方下载/发布页面直接验证(BLOCKING):
- 必须直接访问官方下载页面验证平台支持(不依赖搜索引擎缓存)
- 使用 或
mcp__tavily-mcp__tavily-extract直接提取下载页面WebFetch - 示例:或
https://product.com/downloadhttps://github.com/xxx/releases - 搜索结果中关于「即将支持」「Coming soon」的描述可能已过时,必须实时核验
- 平台支持是高频变动信息,不可从旧资料推断
-
产品特定协议/功能名称搜索(BLOCKING):
- 除了搜索产品名,必须额外搜索该产品支持的协议/标准名称
- 常见需要搜索的协议/标准:
- AI 工具类:MCP、ACP(Agent Client Protocol)、LSP、DAP
- 云服务类:OAuth、OIDC、SAML
- 数据交换:GraphQL、gRPC、REST
- 搜索格式:或
"<产品名> <协议名> support""<产品名> <协议名> integration" - 这些协议集成往往是差异化功能,容易被主文档遗漏但在专门页面有说明
When the research topic involves the following fields, you must implement special rules:
Trigger Word Recognition:
- AI-related: Large Model, LLM, GPT, Claude, Gemini, AI Agent, RAG, Vector Database, Prompt Engineering
- Cloud Native: Kubernetes New Versions, Serverless, Container Runtime
- Cutting-edge Technologies: Web3, Quantum Computing, AR/VR
Mandatory Rules:
-
Search with time constraints:
- Use or
time_range: "month"to limit search resultstime_range: "week" - Prioritize setting to within the last 3 months
start_date: "YYYY-MM-DD"
- Use
-
Elevated priority for official sources:
- Must first consult official documents, official blogs, official Changelogs
- GitHub Release Notes, official X/Twitter announcements
- Academic papers (preprint platforms like arXiv)
-
Mandatory version number labeling:
- Any technical description must be labeled with the current version number
- Example: "Claude 3.5 Sonnet (claude-3-5-sonnet-20241022) supports..."
- Prohibit using vague expressions like "the latest version supports..."
-
Disposal of outdated information:
- Technical blogs/tutorials older than 6 months → Only used as historical reference, cannot be used as factual basis
- If version inconsistency is found → Must verify the current version before use
- Obvious outdated descriptions (e.g., "will support in the future" but now supported) → Discard directly
-
Cross-verification:
- High-sensitivity information must be confirmed from at least 2 independent sources
- Priority: Official Documents > Official Blogs > Authoritative Technical Media > Personal Blogs
-
Direct verification of official download/release pages (BLOCKING):
- Must directly access official download pages to verify platform support (do not rely on search engine cache)
- Use or
mcp__tavily-mcp__tavily-extractto directly extract page contentWebFetch - Example: or
https://product.com/downloadhttps://github.com/xxx/releases - Descriptions like "Coming soon" in search results may be outdated, must verify in real-time
- Platform support is frequently changing information, cannot be inferred from old materials
-
Search for product-specific protocol/function names (BLOCKING):
- In addition to searching for product names, must additionally search for the names of protocols/standards supported by the product
- Common protocols/standards to search for:
- AI Tools: MCP, ACP (Agent Client Protocol), LSP, DAP
- Cloud Services: OAuth, OIDC, SAML
- Data Exchange: GraphQL, gRPC, REST
- Search format: or
"<Product Name> <Protocol Name> support""<Product Name> <Protocol Name> integration" - These protocol integrations are often differentiated features, easily omitted in main documents but explained in dedicated pages
时效性判断输出模板
Timeliness Judgment Output Template
markdown
undefinedmarkdown
undefined时效敏感性评估
Timeliness Sensitivity Assessment
- 调研主题:[主题]
- 敏感级别:🔴极高 / 🟠高 / 🟡中 / 🟢低
- 判断依据:[为什么是这个级别]
- 资料时间窗口:[X 个月/年]
- 优先查阅的官方源:
- [官方源 1]
- [官方源 2]
- 需要核实的关键版本信息:
- [产品/技术 1]: 当前版本 ____
- [产品/技术 2]: 当前版本 ____
**📁 保存动作**:将时效性评估追加到 `00_问题拆解.md` 末尾
---- Research Topic: [Topic]
- Sensitivity Level: 🔴Extremely High / 🟠High / 🟡Medium / 🟢Low
- Judgment Basis: [Why this level]
- Material Time Window: [X months/years]
- Priority Official Sources to Consult:
- [Official Source 1]
- [Official Source 2]
- Key Version Information to Verify:
- [Product/Technology 1]: Current version ____
- [Product/Technology 2]: Current version ____
**📁 Save Action**: Append the timeliness assessment to the end of `00_Problem_Decomposition.md`
---Step 1: 问题拆解与边界界定
Step 1: Problem Decomposition and Boundary Definition
把模糊主题拆成 2-4 个可调研的子问题:
- 子问题 A:「X 是什么、怎么工作的?」(定义与机制)
- 子问题 B:「X 与 Y 的关系/差异在哪些维度?」(对比分析)
- 子问题 C:「X 在什么场景下适用/不适用?」(边界条件)
- 子问题 D:「X 的发展趋势/最佳实践?」(延伸分析)
⚠️ 研究对象界定(BLOCKING - 必须明确):
在拆解问题时,必须明确定义研究对象的边界:
| 维度 | 必须明确的边界 | 示例 |
|---|---|---|
| 人群 | 研究的是哪个群体? | 大学生 vs 中小学生 vs 职校生 vs 所有学生 |
| 地域 | 研究的是哪个地区? | 中国高校 vs 美国高校 vs 全球 |
| 时间 | 研究的是哪个时期? | 2020年后 vs 历史全貌 |
| 层级 | 研究的是哪个层面? | 本科 vs 研究生 vs 高职 |
典型错误:用户问「大学生课堂问题」,却收录了针对「中小学生」的政策——适用对象不匹配会导致整个调研失效。
📁 保存动作:
- 创建工作目录
~/Downloads/research/<topic>/ - 写入 ,包含:
00_问题拆解.md- 原始问题
- 判断的问题类型及理由
- 研究对象边界定义(人群、地域、时间、层级)
- 拆解后的子问题列表
- 写入 TodoWrite 跟踪进度
Break down vague topics into 2-4 researchable sub-questions:
- Sub-question A: "What is X and how does it work?" (Definition and mechanism)
- Sub-question B: "What are the relationships/differences between X and Y in various dimensions?" (Comparative analysis)
- Sub-question C: "In what scenarios is X applicable/not applicable?" (Boundary conditions)
- Sub-question D: "What are the development trends/best practices of X?" (Extended analysis)
⚠️ Research Object Definition (BLOCKING - Must be clear):
When decomposing problems, you must clearly define the boundaries of the research object:
| Dimension | Boundaries to Clearly Define | Example |
|---|---|---|
| Population | Which group is the research targeting? | College students vs middle school students vs vocational school students vs all students |
| Region | Which region is the research targeting? | Chinese universities vs American universities vs global |
| Time | Which period is the research targeting? | After 2020 vs full history |
| Level | Which level is the research targeting? | Undergraduate vs postgraduate vs vocational education |
Typical Mistake: User asks about "college students' classroom problems", but includes policies targeting "middle school students"—mismatched application objects will invalidate the entire research.
📁 Save Action:
- Create the working directory
~/Downloads/research/<topic>/ - Write to , including:
00_Problem_Decomposition.md- Original question
- Judged problem type and reasons
- Research object boundary definition (population, region, time, level)
- List of decomposed sub-questions
- Write to TodoWrite to track progress
Step 2: 资料分层与权威锁定
Step 2: Material Stratification and Authority Locking
按权威性给资料分级,优先消费一手资料:
| 层级 | 资料类型 | 用途 | 可信度 |
|---|---|---|---|
| L1 | 官方文档、论文、规范、RFC | 定义、机制、可核验事实 | ✅ 高 |
| L2 | 官方博客、技术演讲、白皮书 | 设计意图、架构思想 | ✅ 高 |
| L3 | 权威媒体、专家解读、教程 | 补充直觉、案例 | ⚠️ 中 |
| L4 | 社区讨论、个人博客、论坛 | 发现盲点、验证理解 | ❓ 低 |
L4 社区来源的具体化(产品对比调研必查):
| 来源类型 | 获取方式 | 价值 |
|---|---|---|
| GitHub Issues | 直接访问 | 用户真实痛点、功能请求、Bug 反馈 |
| GitHub Discussions | 访问 | 功能讨论、使用心得、社区共识 |
搜索 | 用户真实评价、对比讨论 | |
| Hacker News | 搜索 | 技术社区深度讨论 |
| Discord/Telegram | 产品官方社群 | 活跃用户反馈(需标注[来源受限]) |
原则:
- 结论必须能追溯到 L1/L2
- L3/L4 只作辅助和验证
- L4 社区讨论用于发现"用户真正关心什么"
- 记录所有信息来源
⏰ 时效性筛选规则(根据 Step 0.5 的敏感级别执行):
| 敏感级别 | 资料筛选规则 | 搜索参数建议 |
|---|---|---|
| 🔴 极高 | 仅接受 6 个月内的资料作为事实依据 | |
| 🟠 高 | 优先 1 年内资料,超过 1 年需标注 | |
| 🟡 中 | 2 年内资料正常使用,超过需验证有效性 | 默认搜索 |
| 🟢 低 | 无时间限制 | 默认搜索 |
高敏感领域的搜索策略:
1. 第一轮:官方源定向搜索
- 使用 include_domains 限定官方域名
- 示例:include_domains: ["anthropic.com", "openai.com", "docs.xxx.com"]
2. 第二轮:官方下载/发布页面直接验证(BLOCKING)
- 直接访问官方下载页面,不依赖搜索缓存
- 使用 tavily-extract 或 WebFetch 提取页面内容
- 核验:平台支持、当前版本号、发布日期
- 这一步必须做,搜索引擎可能缓存过时的"Coming soon"信息
3. 第三轮:产品特定协议/功能搜索(BLOCKING)
- 搜索产品支持的协议名称(MCP、ACP、LSP 等)
- 格式:`"<产品名> <协议名>" site:官方域名`
- 这些集成功能往往不在主页展示,但在专门文档中有说明
4. 第四轮:限时广泛搜索
- time_range: "month" 或 start_date 设为近期
- 排除明显过时的来源
5. 第五轮:版本核实
- 对搜索结果中的版本号进行交叉验证
- 发现不一致立即查阅官方 Changelog
6. 第六轮:社区声音挖掘(BLOCKING - 产品对比调研必做)
- 访问产品的 GitHub Issues 页面,查看热门/置顶 issue
- 搜索 Issues 中的关键功能词(如 "MCP"、"plugin"、"integration")
- 查看最近 3-6 个月的讨论趋势
- 识别用户最关心的功能点和差异化特性
- 这一步的价值:官方文档往往不会强调"别人没有而我有"的功能,但社区讨论会社区声音挖掘的具体操作:
GitHub Issues 挖掘步骤:
1. 访问 github.com/<org>/<repo>/issues
2. 按 "Most commented" 排序,查看热门讨论
3. 搜索关键词:
- 功能类:feature request, enhancement, MCP, plugin, API
- 对比类:vs, compared to, alternative, migrate from
4. 查看 issue 标签:enhancement, feature, discussion
5. 记录高频出现的功能诉求和用户痛点
价值转化:
- 高频讨论的功能 → 可能是差异化亮点
- 用户抱怨/请求 → 可能是产品短板
- 对比讨论 → 直接获取用户视角的差异分析资料时效性标注模板(追加到资料来源记录):
markdown
- **发布日期**:[YYYY-MM-DD]
- **时效状态**:✅当前有效 / ⚠️需验证 / ❌已过时
- **版本信息**:[如适用,标注涉及的版本号]工具使用:
- 优先使用 获取技术文档
mcp__plugin_context7_context7__query-docs - 使用 或
WebSearch进行广泛搜索mcp__tavily-mcp__tavily-search - 使用 提取具体页面内容
mcp__tavily-mcp__tavily-extract
⚠️ 适用对象核查(BLOCKING - 收录前必查):
每收录一条资料前,必须核查其适用对象是否与研究边界匹配:
| 资料类型 | 必须核查的适用对象 | 核查方法 |
|---|---|---|
| 政策/法规 | 针对谁?(中小学生/大学生/所有人) | 查看文件标题、适用范围条款 |
| 学术研究 | 样本是谁?(职校生/本科生/研究生) | 查看研究方法/样本描述章节 |
| 统计数据 | 统计的是哪个群体? | 查看数据来源说明 |
| 案例报道 | 涉及的是哪类机构? | 确认机构类型(高校/中学/职校) |
不匹配的资料处理:
- 适用对象完全不匹配 → 不收录
- 部分重叠(如「学生」包含大学生)→ 收录但标注适用范围
- 可类比参考(如中小学政策可作为趋势参考)→ 收录但明确标注「仅作参考」
📁 保存动作:
每查阅一个资料,立即追加到 :
01_资料来源.mdmarkdown
undefinedClassify materials by authority, prioritize first-hand materials:
| Level | Material Type | Usage | Credibility |
|---|---|---|---|
| L1 | Official Documents, Papers, Specifications, RFC | Definitions, mechanisms, verifiable facts | ✅ High |
| L2 | Official Blogs, Technical Speeches, White Papers | Design intent, architectural ideas | ✅ High |
| L3 | Authoritative Media, Expert Interpretations, Tutorials | Supplement intuition, cases | ⚠️ Medium |
| L4 | Community Discussions, Personal Blogs, Forums | Discover blind spots, verify understanding | ❓ Low |
L4 Community Source Specification (Mandatory for product comparison research):
| Source Type | Acquisition Method | Value |
|---|---|---|
| GitHub Issues | Directly access | Real user pain points, feature requests, bug feedback |
| GitHub Discussions | Access | Feature discussions, usage experiences, community consensus |
Search | Real user reviews, comparison discussions | |
| Hacker News | Search | In-depth discussions in technical communities |
| Discord/Telegram | Official product communities | Feedback from active users (mark [Source Restricted]) |
Principles:
- Conclusions must be traceable to L1/L2
- L3/L4 are only for assistance and verification
- L4 community discussions are used to discover "what users really care about"
- Record all information sources
⏰ Timeliness Screening Rules (Implemented based on Step 0.5 sensitivity level):
| Sensitivity Level | Material Screening Rules | Suggested Search Parameters |
|---|---|---|
| 🔴 Extremely High | Only accept materials within 6 months as factual basis | |
| 🟠 High | Prioritize materials within 1 year, mark those older than 1 year | |
| 🟡 Medium | Use materials within 2 years normally, verify validity if older | Default search |
| 🟢 Low | No time restrictions | Default search |
Search Strategy for High-Sensitivity Fields:
1. First Round: Targeted search of official sources
- Use include_domains to limit official domain names
- Example: include_domains: ["anthropic.com", "openai.com", "docs.xxx.com"]
2. Second Round: Direct verification of official download/release pages (BLOCKING)
- Directly access official download pages, do not rely on search cache
- Use tavily-extract or WebFetch to extract page content
- Verify: Platform support, current version number, release date
- This step must be done, search engines may cache outdated "Coming soon" information
3. Third Round: Search for product-specific protocols/functions (BLOCKING)
- Search for protocol names supported by the product (MCP, ACP, LSP, etc.)
- Format: `"<Product Name> <Protocol Name>" site:official domain`
- These integration features are often not displayed on the homepage but explained in dedicated documents
4. Fourth Round: Time-limited extensive search
- time_range: "month" or set start_date to recent period
- Explicitly exclude outdated sources
5. Fifth Round: Version verification
- Cross-verify version numbers in search results
- Immediately check official Changelog if inconsistencies are found
6. Sixth Round: Community voice mining (BLOCKING - Mandatory for product comparison research)
- Access the product's GitHub Issues page, view popular/pinned issues
- Search for key function words in Issues (e.g., "MCP", "plugin", "integration")
- View discussion trends in the last 3-6 months
- Identify the function points and differentiated features that users care about most
- Value of this step: Official documents often do not emphasize "features that others don't have but I do", but community discussions willSpecific Operations for Community Voice Mining:
GitHub Issues Mining Steps:
1. Access github.com/<org>/<repo>/issues
2. Sort by "Most commented" to view popular discussions
3. Search keywords:
- Feature-related: feature request, enhancement, MCP, plugin, API
- Comparison-related: vs, compared to, alternative, migrate from
4. View issue labels: enhancement, feature, discussion
5. Record frequently mentioned feature demands and user pain points
Value Conversion:
- Frequently discussed features → May be differentiated highlights
- User complaints/requests → May be product shortcomings
- Comparison discussions → Directly obtain user-perspective difference analysisMaterial Timeliness Labeling Template (Appended to source material records):
markdown
- **Release Date**: [YYYY-MM-DD]
- **Timeliness Status**: ✅Currently Valid / ⚠️Needs Verification / ❌Outdated
- **Version Information**: [If applicable, mark the involved version number]Tool Usage:
- Prioritize using to obtain technical documents
mcp__plugin_context7_context7__query-docs - Use or
WebSearchfor extensive searchesmcp__tavily-mcp__tavily-search - Use to extract specific page content
mcp__tavily-mcp__tavily-extract
⚠️ Application Object Verification (BLOCKING - Must check before inclusion):
Before including any material, you must verify whether its application object matches the research boundary:
| Material Type | Application Object to Verify | Verification Method |
|---|---|---|
| Policies/Regulations | Who is it for? (Middle school students/college students/all people) | Check document title, application scope clauses |
| Academic Research | Who are the samples? (Vocational school students/undergraduates/postgraduates) | Check research methods/sample description sections |
| Statistical Data | Which group is being counted? | Check data source description |
| Case Reports | Which type of institution is involved? | Confirm institution type (university/middle school/vocational school) |
Handling of Mismatched Materials:
- Completely mismatched materials → Do not include
- Partially overlapping (e.g., "students" include college students) → Include but mark application scope
- Analogous reference (e.g., middle school policies as trend reference) → Include but explicitly mark "For Reference Only"
📁 Save Action:
Immediately after consulting a material, append it to :
01_Source_Materials.mdmarkdown
undefined资料 #[序号]
Material #[Serial Number]
- 标题:[资料标题]
- 链接:[URL]
- 层级:L1/L2/L3/L4
- 发布日期:[YYYY-MM-DD]
- 时效状态:✅当前有效 / ⚠️需验证 / ❌已过时(仅参考)
- 版本信息:[如涉及特定版本,必须标注]
- 适用对象:[明确标注该资料针对的群体/地域/层级]
- 与研究边界匹配:✅完全匹配 / ⚠️部分重叠 / 📎仅作参考
- 摘要:[1-2句关键内容]
- 与子问题关联:[对应哪个子问题]
undefined- Title: [Material Title]
- Link: [URL]
- Level: L1/L2/L3/L4
- Release Date: [YYYY-MM-DD]
- Timeliness Status: ✅Currently Valid / ⚠️Needs Verification / ❌Outdated (Reference Only)
- Version Information: [If involving specific versions, must mark]
- Application Object: [Clearly mark the group/region/level targeted by this material]
- Match with Research Boundary: ✅Fully Matched / ⚠️Partially Overlapping / 📎For Reference Only
- Abstract: [1-2 key content sentences]
- Association with Sub-questions: [Corresponding sub-question]
undefinedStep 3: 事实抽取与证据卡片
Step 3: Fact Extraction and Evidence Cards
把资料转化为可核验事实卡片:
markdown
undefinedConvert materials into verifiable fact cards:
markdown
undefined事实卡片
Fact Cards
事实 1
Fact 1
- 陈述:[具体事实描述]
- 出处:[链接/文档章节]
- 置信度:高/中/低
- Statement: [Specific fact description]
- Source: [Link/document section]
- Confidence Level: High/Medium/Low
事实 2
Fact 2
...
**关键纪律**:
- 先钉牢事实,再做推导
- 区分「官方说的」和「我推测的」
- 遇到矛盾信息,标注并保留双方
- 标注置信度:
- ✅ 高:官方文档明确说明
- ⚠️ 中:官方博客提及但未正式文档化
- ❓ 低:推测或来自非官方来源
**📁 保存动作**:
每抽取一条事实,**立即**追加到 `02_事实卡片.md`:
```markdown...
**Key Discipline**:
- Establish facts first, then make deductions
- Distinguish between "what the official said" and "what I inferred"
- When encountering contradictory information, mark and retain both sides
- Mark confidence level:
- ✅ High: Clearly stated in official documents
- ⚠️ Medium: Mentioned in official blogs but not formally documented
- ❓ Low: Inferred or from non-official sources
**📁 Save Action**:
Immediately after extracting a fact, append it to `02_Fact_Cards.md`:
```markdown事实 #[序号]
Fact #[Serial Number]
- 陈述:[具体事实描述]
- 出处:[资料#序号] [链接]
- 适用对象:[该事实适用于哪个群体,继承自资料或进一步细化]
- 置信度:✅/⚠️/❓
- 关联维度:[对应的对比维度]
**⚠️ 事实陈述中的适用对象**:
- 如果事实来自「部分重叠」或「仅作参考」的资料,陈述时**必须明确标注适用范围**
- 错误示范:「教育部禁止手机进课堂」(未说明针对谁)
- 正确示范:「教育部禁止中小学生将手机带入课堂(不适用于大学生)」- Statement: [Specific fact description]
- Source: [Material #Serial Number] [Link]
- Application Object: [The group this fact applies to, inherited from materials or further refined]
- Confidence Level: ✅/⚠️/❓
- Associated Dimension: [Corresponding comparison dimension]
**⚠️ Application Object in Fact Statements**:
- If the fact comes from partially overlapping or reference-only materials, **must clearly mark the application scope** when stating
- Wrong Example: "Ministry of Education prohibits bringing mobile phones into classrooms" (does not specify who it targets)
- Correct Example: "Ministry of Education prohibits middle school students from bringing mobile phones into classrooms (not applicable to college students)"Step 4: 建立对比/分析框架
Step 4: Establish Comparison/Analysis Framework
根据问题类型,选择固定的分析维度:
通用维度(按需选用):
- 目标/解决什么问题
- 工作机制/流程
- 输入/输出/边界
- 优势/劣势/取舍
- 适用场景/边界条件
- 成本/收益/风险
- 历史演进/未来趋势
- 安全/权限/可控性
概念对比型专用维度:
- 定义与本质
- 触发/调用方式
- 执行主体
- 输入输出与类型约束
- 确定性与可重复性
- 资源与上下文管理
- 组合与复用方式
- 安全边界与权限控制
决策支持型专用维度:
- 方案概述
- 实现成本
- 维护成本
- 风险评估
- 收益预期
- 适用场景
- 团队能力要求
- 迁移难度
📁 保存动作:
写入 :
03_对比框架.mdmarkdown
undefinedBased on the problem type, select fixed analysis dimensions:
General Dimensions (Select as needed):
- Objectives/Problems solved
- Working mechanism/process
- Input/output/boundaries
- Advantages/disadvantages/trade-offs
- Application scenarios/boundary conditions
- Cost/benefit/risk
- Historical evolution/future trends
- Security/permission/controllability
Concept Comparison Type Special Dimensions:
- Definition and essence
- Trigger/call method
- Execution subject
- Input/output and type constraints
- Determinism and repeatability
- Resource and context management
- Combination and reuse methods
- Security boundaries and permission control
Decision Support Type Special Dimensions:
- Program overview
- Implementation cost
- Maintenance cost
- Risk assessment
- Benefit expectations
- Application scenarios
- Team capability requirements
- Migration difficulty
📁 Save Action:
Write to :
03_Comparison_Framework.mdmarkdown
undefined对比框架
Comparison Framework
选定的框架类型
Selected Framework Type
[概念对比型/决策支持型/...]
[Concept Comparison Type/Decision Support Type/...]
选定的维度
Selected Dimensions
- [维度1]
- [维度2] ...
- [Dimension 1]
- [Dimension 2] ...
初步填充
Initial Content
| 维度 | X | Y | 事实依据 |
|---|---|---|---|
| [维度1] | [描述] | [描述] | 事实#1, #3 |
| ... |
undefined| Dimension | X | Y | Factual Basis |
|---|---|---|---|
| [Dimension 1] | [Description] | [Description] | Fact#1, #3 |
| ... |
undefinedStep 5: 参照物基准对齐
Step 5: Reference Object Alignment
确保对比的各方都有清晰、统一的定义:
检查清单:
- 参照物的定义是否稳定/公认?
- 是否需要查证,还是可用领域常识?
- 读者对参照物的理解是否与我一致?
- 有无歧义需要先澄清?
Ensure all parties in the comparison have clear, unified definitions:
Checklist:
- Is the definition of the reference object stable/recognized?
- Does it need verification, or can it use domain common sense?
- Do readers understand the reference object the same way I do?
- Are there ambiguities that need clarification first?
Step 6: 从事实到结论的推导链
Step 6: Deduction Chain from Facts to Conclusions
显式写出「事实 → 对照 → 结论」的推导过程:
markdown
undefinedExplicitly write out the deduction process of "Fact → Comparison → Conclusion":
markdown
undefined推导过程
Deduction Process
关于 [维度名称]
About [Dimension Name]
- 事实确认:根据 [来源],X 的机制是...
- 对照参照物:而 Y 的机制是...
- 结论:因此,X 与 Y 在此维度上的差异是...
**关键纪律**:
- 结论来自机制对比,不是"我感觉像"
- 每个结论都能追溯到具体事实
- 不确定的结论要标注
**📁 保存动作**:
写入 `04_推导过程.md`:
```markdown- Fact Confirmation: According to [Source], the mechanism of X is...
- Compare with Reference Object: While the mechanism of Y is...
- Conclusion: Therefore, the difference between X and Y in this dimension is...
**Key Discipline**:
- Conclusions come from mechanism comparison, not "I feel like it"
- Each conclusion can be traced back to specific facts
- Mark uncertain conclusions
**📁 Save Action**:
Write to `04_Derivation_Process.md`:
```markdown推导过程
Deduction Process
维度 1:[维度名称]
Dimension 1: [Dimension Name]
事实确认
Fact Confirmation
根据 [事实#X],X 的机制是...
According to [Fact#X], the mechanism of X is...
对照参照物
Compare with Reference Object
而 Y 的机制是...(来源:[事实#Y])
While the mechanism of Y is... (Source: [Fact#Y])
结论
Conclusion
因此,X 与 Y 在此维度上的差异是...
Therefore, the difference between X and Y in this dimension is...
置信度
Confidence Level
✅/⚠️/❓ + 理由
✅/⚠️/❓ + Reasons
维度 2:[维度名称]
Dimension 2: [Dimension Name]
...
undefined...
undefinedStep 7: 用例验证(Sanity Check)
Step 7: Use Case Verification (Sanity Check)
用一个典型场景验证结论是否成立:
验证问题:
- 按我的结论,这个场景应该怎么处理?
- 实际上是不是这样?
- 有没有反例需要说明?
回查清单:
- 初稿结论是否与 Step 3 的事实卡片一致?
- 有没有遗漏的重要维度?
- 有没有过度推断?
- 结论是否可操作/可验证?
📁 保存动作:
写入 :
05_验证记录.mdmarkdown
undefinedUse a typical scenario to verify whether the conclusion holds:
Verification Questions:
- According to my conclusion, how should this scenario be handled?
- Is this actually the case?
- Are there any counterexamples that need explanation?
Review Checklist:
- Is the draft conclusion consistent with the fact cards in Step 3?
- Are there any important dimensions missing?
- Is there any over-inference?
- Is the conclusion operable/verifiable?
📁 Save Action:
Write to :
05_Verification_Records.mdmarkdown
undefined验证记录
Verification Records
验证场景
Verification Scenario
[场景描述]
[Scenario Description]
按结论预期
Expected According to Conclusion
如果用 X:[预期行为]
如果用 Y:[预期行为]
If using X: [Expected Behavior]
If using Y: [Expected Behavior]
实际验证结果
Actual Verification Result
[实际情况]
[Actual Situation]
是否有反例
Are There Counterexamples
[有/无,如有则描述]
[Yes/No, describe if yes]
回查清单
Review Checklist
- 初稿结论与事实卡片一致
- 无遗漏重要维度
- 无过度推断
- 发现问题:[如有]
- Draft conclusion is consistent with fact cards
- No missing important dimensions
- No over-inference
- Found issues: [If any]
需要修正的结论
Conclusions Needing Correction
[如有]
undefined[If any]
undefinedStep 8: 可交付化处理
Step 8: Deliverable Processing
让报告老板能读、能转述、能追溯:
交付三件套:
- 一句话总结:可在会上直接复述
- 结构化章节:用小标题切开推导链
- 证据可追溯:关键事实附出处链接
📁 保存动作:
整合所有中间产物,写入 :
FINAL_调研报告.md- 从 提取背景
00_问题拆解.md - 从 引用关键事实
02_事实卡片.md - 从 整理结论
04_推导过程.md - 从 生成参考文献
01_资料来源.md - 从 补充用例
05_验证记录.md
Make the report readable by bosses, reproducible, and traceable:
Deliverable Three-Piece Set:
- One-sentence summary: Can be directly repeated in meetings
- Structured chapters: Use subheadings to split the deduction chain
- Traceable evidence: Attach source links to key facts
📁 Save Action:
Integrate all intermediate products and write to :
FINAL_Research_Report.md- Extract background from
00_Problem_Decomposition.md - Cite key facts from
02_Fact_Cards.md - Organize conclusions from
04_Derivation_Process.md - Generate references from
01_Source_Materials.md - Supplement use cases from
05_Verification_Records.md
报告输出结构
Report Output Structure
markdown
undefinedmarkdown
undefined[调研主题] 调研报告
Research Report on [Research Topic]
摘要
Abstract
[一句话总结核心结论]
[One-sentence summary of core conclusions]
1. 概念对齐
1. Concept Alignment
1.1 X 是什么
1.1 What is X
[定义 + 为什么存在]
[Definition + Why it exists]
1.2 Y 是什么(参照物)
1.2 What is Y (Reference Object)
[作为对比基准]
[As comparison benchmark]
2. 工作机制
2. Working Mechanism
[X 怎么运行,这是核心差异点]
[How X operates, this is the core difference point]
3. 联系
3. Relationships
[共同解决的问题,3-4 点]
[Common problems solved, 3-4 points]
4. 区别
4. Differences
[按维度逐项对比,突出决定性差异]
[Compare item by item by dimension, highlight decisive differences]
5. 用例演示
5. Use Case Demonstration
[把抽象落地到具体场景]
[Bring abstraction to specific scenarios]
6. 总结与建议
6. Summary and Recommendations
[可复述的结论 + 可操作的建议]
[Reproducible conclusions + operable recommendations]
参考资料
References
[所有引用的来源链接]
undefined[Links to all cited sources]
undefined利益相关者视角
Stakeholder Perspective
根据受众调整内容深度:
| 受众 | 侧重 | 详略 |
|---|---|---|
| 决策者 | 结论、风险、建议 | 简洁,强调可操作性 |
| 执行者 | 具体机制、操作方法 | 详细,强调如何做 |
| 技术专家 | 细节、边界条件、限制 | 深入,强调准确性 |
Adjust content depth according to the audience:
| Audience | Focus | Detail Level |
|---|---|---|
| Decision-Makers | Conclusions, risks, recommendations | Concise, emphasize operability |
| Executors | Specific mechanisms, operation methods | Detailed, emphasize how to do it |
| Technical Experts | Details, boundary conditions, limitations | In-depth, emphasize accuracy |
输出文件
Output Files
默认保存位置:
~/Downloads/research/<topic>/必须生成的文件(按流程自动产生):
| 文件 | 内容 | 产生时机 |
|---|---|---|
| 问题类型、子问题列表 | Step 0-1 完成后 |
| 所有资料链接和摘要 | Step 2 过程中持续更新 |
| 抽取的事实及出处 | Step 3 过程中持续更新 |
| 选定的框架和填充 | Step 4 完成后 |
| 事实→结论的推导 | Step 6 完成后 |
| 用例验证和回查 | Step 7 完成后 |
| 完整交付报告 | Step 8 完成后 |
可选文件:
- - 原始资料存档(内容较长时保存)
raw/*.md
Default save location:
~/Downloads/research/<topic>/Mandatory Generated Files (Automatically generated according to process):
| File | Content | Generation Timing |
|---|---|---|
| Problem type, sub-question list | After completing Step 0-1 |
| All material links and abstracts | Continuously updated during Step 2 |
| Extracted facts and sources | Continuously updated during Step 3 |
| Selected framework and content | After completing Step 4 |
| Deduction from facts to conclusions | After completing Step 6 |
| Use case verification and review | After completing Step 7 |
| Complete deliverable report | After completing Step 8 |
Optional Files:
- - Archive of original materials (save when content is long)
raw/*.md
方法论速查卡
Methodology Quick Reference Card
┌─────────────────────────────────────────────────────────────┐
│ 深度调研 8 步法 │
├─────────────────────────────────────────────────────────────┤
│ 0. 判断问题类型 → 选择对应框架模板 │
│ 1. 问题拆解 → 2-4 个可调研子问题 │
│ 2. 资料分层 → L1官方 > L2博客 > L3媒体 > L4社区 │
│ 3. 事实抽取 → 每条带出处、标置信度 │
│ 4. 建立框架 → 固定维度,结构化对比 │
│ 5. 参照物对齐 → 确保定义统一 │
│ 6. 推导链 → 事实→对照→结论,显式写出 │
│ 7. 用例验证 → Sanity check,防止纸上谈兵 │
│ 8. 交付化 → 一句话总结 + 结构化章节 + 证据可追溯 │
├─────────────────────────────────────────────────────────────┤
│ 报告结构:定义→机制→联系→区别→用例→总结 │
│ 关键纪律:结论来自机制对比,不是"我感觉像" │
└─────────────────────────────────────────────────────────────┘┌─────────────────────────────────────────────────────────────┐
│ 8-Step In-Depth Research Methodology │
├─────────────────────────────────────────────────────────────┤
│ 0. Judge problem type → Select corresponding framework template │
│ 1. Decompose problem → 2-4 researchable sub-questions │
│ 2. Stratify materials → L1 Official > L2 Blog > L3 Media > L4 Community │
│ 3. Extract facts → Each with source, mark confidence level │
│ 4. Establish framework → Fixed dimensions, structured comparison │
│ 5. Align reference object → Ensure unified definition │
│ 6. Deduction chain → Fact→Comparison→Conclusion, write explicitly │
│ 7. Use case verification → Sanity check, prevent armchair theorizing │
│ 8. Deliverable processing → One-sentence summary + structured chapters + traceable evidence │
├─────────────────────────────────────────────────────────────┤
│ Report Structure: Definition→Mechanism→Relationships→Differences→Use Cases→Summary │
│ Key Discipline: Conclusions come from mechanism comparison, not "I feel like it" │
└─────────────────────────────────────────────────────────────┘使用示例
Usage Examples
示例 1:技术概念对比
Example 1: Technical Concept Comparison
用户:帮我深度调研 REST API 和 GraphQL 的区别执行流程:
- 判断类型:概念对比型
- 拆解问题:定义、机制、适用场景、优劣势
- 查阅官方规范(REST论文、GraphQL官方文档)
- 抽取事实卡片
- 用8维度对比框架分析
- 用实际项目场景验证
- 输出结构化报告
User: Help me conduct in-depth research on the differences between REST API and GraphQLExecution Process:
- Judge type: Concept Comparison Type
- Decompose problems: Definition, mechanism, application scenarios, advantages and disadvantages
- Consult official specifications (REST papers, GraphQL official documents)
- Extract fact cards
- Analyze with 8-dimension comparison framework
- Verify with actual project scenarios
- Output structured report
示例 2:技术决策支持
Example 2: Technical Decision Support
用户:我们应该选 PostgreSQL 还是 MongoDB?帮我调研一下执行流程:
- 判断类型:决策支持型
- 补充问题:用户的业务场景、数据特点、团队经验
- 查阅官方文档和性能基准
- 用决策维度框架分析
- 给出场景化建议
- 标注风险和前提条件
User: Should we choose PostgreSQL or MongoDB? Help me research itExecution Process:
- Judge type: Decision Support Type
- Supplement questions: User's business scenarios, data characteristics, team experience
- Consult official documents and performance benchmarks
- Analyze with decision dimension framework
- Provide scenario-based recommendations
- Mark risks and preconditions
示例 3:趋势分析
Example 3: Trend Analysis
用户:AI Agent 的发展趋势是什么?深入分析一下执行流程:
- 判断类型:趋势分析型
- 梳理历史演进脉络
- 收集一手资料(论文、官方公告)
- 识别驱动因素
- 分析当前格局
- 审慎预测趋势(标注不确定性)
User: What are the development trends of AI Agent? Conduct an in-depth analysisExecution Process:
- Judge type: Trend Analysis Type
- Sort out historical evolution context
- Collect first-hand materials (papers, official announcements)
- Identify driving factors
- Analyze current landscape
- Prudent trend prediction (mark uncertainties)
来源周全性要求(Source Verifiability)
Source Verifiability Requirements
核心原则:报告中引用的每一条外部信息,用户都必须能够直接验证。
强制执行的规则:
-
URL 可访问性:
- 所有引用链接必须是公开可访问的(无需登录/付费墙)
- 如引用需要登录的内容,必须标注
[需登录] - 如引用学术论文,优先提供 arXiv/DOI 等公开版本
-
引用精确定位:
- 对于长文档,必须指明具体章节/页码/时间戳
- 示例:
[来源: OpenAI Blog, 2024-03-15, "GPT-4 Technical Report", §3.2 Safety] - 视频/音频引用需标注时间戳
-
内容对应性:
- 引用的事实必须能在原文中找到对应陈述
- 禁止对原文进行过度推断后当作"引用"
- 如有解读/推断,必须明确标注"基于 [来源] 推断"
-
时效性标注:
- 标注资料的发布/更新日期
- 对于技术文档,标注版本号
- 超过 2 年的资料需评估是否仍然有效
-
不可验证信息的处理:
- 如信息来源无法公开验证(如私人通信、付费报告摘要),必须在置信度中标注
[来源受限] - 不可验证的信息不能作为核心结论的唯一支撑
- 如信息来源无法公开验证(如私人通信、付费报告摘要),必须在置信度中标注
Core Principle: Every piece of external information cited in the report must be directly verifiable by users.
Mandatory Rules:
-
URL Accessibility:
- All cited links must be publicly accessible (no login/paywall required)
- If citing content that requires login, must mark
[Login Required] - For academic papers, prioritize providing public versions such as arXiv/DOI
-
Precise Citation Positioning:
- For long documents, must specify the specific section/page number/timestamp
- Example:
[Source: OpenAI Blog, 2024-03-15, "GPT-4 Technical Report", §3.2 Safety] - For video/audio citations, mark the timestamp
-
Content Correspondence:
- The cited fact must have a corresponding statement in the original text
- Prohibit using over-inferred content as "citation"
- If there is interpretation/inference, must explicitly mark "Inferred based on [Source]"
-
Timeliness Labeling:
- Mark the release/update date of materials
- For technical documents, mark the version number
- Evaluate validity if materials are older than 2 years
-
Handling of Unverifiable Information:
- If the information source cannot be publicly verified (e.g., private communication, paid report abstracts), must mark in the confidence level
[Source Restricted] - Unverifiable information cannot be the only support for core conclusions
- If the information source cannot be publicly verified (e.g., private communication, paid report abstracts), must mark
质量检查清单
Quality Checklist
完成报告前,检查以下项目:
- 所有核心结论都有 L1/L2 级别的事实支撑
- 没有使用"可能"、"大概"等模糊词而不标注不确定性
- 对比维度完整,没有遗漏关键差异
- 有至少一个实际用例验证结论
- 参考资料完整,链接可访问
- 每个引用都可被用户直接验证(来源周全性)
- 一句话总结清晰可复述
- 结构层次清晰,老板能快速定位
Before completing the report, check the following items:
- All core conclusions are supported by L1/L2-level facts
- No vague words like "may" or "probably" without marking uncertainty
- Comparison dimensions are complete, no key differences are missing
- At least one actual use case verifies the conclusion
- References are complete, links are accessible
- Every citation can be directly verified by users (Source Verifiability)
- One-sentence summary is clear and reproducible
- Structure is clear, bosses can quickly locate content
⏰ 时效性检查(高敏感领域 BLOCKING)
⏰ Timeliness Check (BLOCKING for High-Sensitivity Fields)
当调研主题属于 🔴极高 或 🟠高 敏感级别时,必须完成以下检查:
- 已完成时效敏感性评估:中包含时效性评估章节
00_问题拆解.md - 资料时效性已标注:每条资料都有发布日期、时效状态、版本信息
- 无过时资料作为事实依据:
- 🔴极高:核心事实来源均在 6 个月内
- 🟠高:核心事实来源均在 1 年内
- 版本号已明确标注:
- 技术产品/API/SDK 相关描述均标注了具体版本号
- 没有使用「最新版本」「目前」等模糊时间表述
- 官方源已优先使用:核心结论有来自官方文档/博客的支撑
- 交叉验证已完成:关键技术信息从至少 2 个独立来源确认
- 下载页面已直接验证:平台支持信息来自官方下载页面实时提取,非搜索缓存
- 协议/功能名称已搜索:已搜索产品支持的协议名称(MCP、ACP 等)
- GitHub Issues 已挖掘:查看了产品的 GitHub Issues 热门讨论
- 社区热点已识别:识别并记录了用户最关心的功能点
典型社区声音遗漏错误案例:
❌ 错误:仅依赖官方文档,报告中 MCP 只作为普通功能点一笔带过 ✅ 正确:通过 GitHub Issues 发现 MCP 是社区最热议的功能,在报告中重点展开分析其价值
❌ 错误:「Alma 和 Cherry Studio 都支持 MCP」(没有分析差异) ✅ 正确:通过社区讨论发现「Alma 的 MCP 实现与 Claude Code 高度一致,这是其核心竞争力」
典型平台支持/协议遗漏错误案例:
❌ 错误:「Alma 仅支持 macOS」(基于搜索引擎缓存的 "Coming soon" 信息) ✅ 正确:直接访问 alma.now/download 页面,核验当前实际支持的平台
❌ 错误:「Alma 支持 MCP」(只搜索了 MCP,遗漏了 ACP) ✅ 正确:同时搜索 "Alma MCP" 和 "Alma ACP",发现 Alma 还支持 ACP 协议集成 CLI 工具
典型时效性错误案例:
❌ 错误:「Claude 支持 function calling」(未标注版本,且可能指的是旧版本能力) ✅ 正确:「Claude 3.5 Sonnet (claude-3-5-sonnet-20241022) 通过 Tool Use API 支持函数调用,最大支持 8192 tokens 的工具定义」
❌ 错误:「根据 2023 年的博客,GPT-4 的上下文长度是 8K」 ✅ 正确:「截至 2024 年 1 月,GPT-4 Turbo 支持 128K 上下文(来源:OpenAI 官方文档,2024-01-25 更新)」
When the research topic belongs to 🔴Extremely High or 🟠High sensitivity level, you must complete the following checks:
- Timeliness sensitivity assessment completed: includes the timeliness assessment section
00_Problem_Decomposition.md - Material timeliness labeled: Each material has release date, timeliness status, and version information
- No outdated materials as factual basis:
- 🔴Extremely High: Core fact sources are all within 6 months
- 🟠High: Core fact sources are all within 1 year
- Version numbers clearly marked:
- Descriptions related to technical products/APIs/SDKs all mark specific version numbers
- No vague time expressions like "latest version" or "currently"
- Official sources prioritized: Core conclusions are supported by official documents/blogs
- Cross-verification completed: Key technical information confirmed from at least 2 independent sources
- Download pages directly verified: Platform support information comes from real-time extraction of official download pages, not search cache
- Protocol/function names searched: Have searched for protocol names supported by the product (MCP, ACP, etc.)
- GitHub Issues mined: Have viewed popular discussions in the product's GitHub Issues
- Community hotspots identified: Have identified and recorded the function points that users care about most
Typical Community Voice Omission Error Case:
❌ Wrong: Only rely on official documents, mention MCP as an ordinary feature in the report ✅ Correct: Discover that MCP is the most discussed feature in the community through GitHub Issues, and focus on analyzing its value in the report
❌ Wrong: "Both Alma and Cherry Studio support MCP" (no analysis of differences) ✅ Correct: Discover through community discussions that "Alma's MCP implementation is highly consistent with Claude Code, which is its core competitiveness"
Typical Platform Support/Protocol Omission Error Case:
❌ Wrong: "Alma only supports macOS" (based on search engine cached "Coming soon" information) ✅ Correct: Directly access alma.now/download page to verify the currently supported platforms
❌ Wrong: "Alma supports MCP" (only searched MCP, missed ACP) ✅ Correct: Search both "Alma MCP" and "Alma ACP", and discover that Alma also supports ACP protocol integration CLI tools
Typical Timeliness Error Case:
❌ Wrong: "Claude supports function calling" (no version marked, may refer to old version capabilities) ✅ Correct: "Claude 3.5 Sonnet (claude-3-5-sonnet-20241022) supports function calling through the Tool Use API, with a maximum of 8192 tokens for tool definitions"
❌ Wrong: "According to a 2023 blog, the context length of GPT-4 is 8K" ✅ Correct: "As of January 2024, GPT-4 Turbo supports 128K context (Source: OpenAI Official Document, updated on 2024-01-25)"
⚠️ 适用对象一致性检查(BLOCKING)
⚠️ Application Object Consistency Check (BLOCKING)
这是最容易被忽略、也是最致命的检查项:
- 研究边界已明确定义:在 中有清晰的人群/地域/时间/层级界定
00_问题拆解.md - 每条资料都标注了适用对象:中每条资料都有「适用对象」和「与研究边界匹配」字段
01_资料来源.md - 不匹配的资料已正确处理:
- 完全不匹配的资料未被收录
- 部分重叠的资料已标注适用范围
- 仅作参考的资料已明确标注
- 事实卡片中无对象混淆:中每条事实的适用对象与研究边界一致
02_事实卡片.md - 报告中无对象混淆:最终报告中引用的政策/研究/数据,其适用对象与研究主题一致
典型错误案例:
研究主题:「大学生课堂不抬头问题」 错误引用:「2025年10月教育部发文禁止手机进课堂」 问题:该政策针对的是中小学生,不是大学生 后果:读者误以为教育部禁止大学生带手机,严重误导
This is the easiest to ignore and also the most fatal check item:
- Research boundaries clearly defined: has clear population/region/time/level definitions
00_Problem_Decomposition.md - Each material marked with application object: has "Application Object" and "Match with Research Boundary" fields for each material
01_Source_Materials.md - Mismatched materials handled correctly:
- Completely mismatched materials not included
- Partially overlapping materials marked with application scope
- Reference-only materials explicitly marked
- No object confusion in fact cards: Application objects of each fact in are consistent with research boundaries
02_Fact_Cards.md - No object confusion in report: Policies/research/data cited in the final report have application objects consistent with the research topic
Typical Error Case:
Research Topic: "College students' inattentiveness in class" Wrong Citation: "In October 2025, the Ministry of Education issued a document prohibiting mobile phones in classrooms" Problem: This policy targets middle school students, not college students Consequence: Readers mistakenly think the Ministry of Education prohibits college students from bringing mobile phones, causing serious misunderstanding
打包输出(BLOCKING)
Package Output (BLOCKING)
调研完成后,将工作目录打包:
bash
tar -czvf ~/outcome.tar.gz -C <parent_dir> <workspace_name>- 如 已存在,直接覆盖
~/outcome.tar.gz - 告知用户打包完成及文件位置
After completing the research, package the working directory:
bash
tar -czvf ~/outcome.tar.gz -C <parent_dir> <workspace_name>- If already exists, overwrite it directly
~/outcome.tar.gz - Inform the user that packaging is completed and the file location
最终回复规范
Final Response Specification
调研完成后,向用户回复时:
✅ 应该包含:
- 一句话核心结论
- 关键发现摘要(3-5 点)
- 打包文件位置()
~/outcome.tar.gz - 如有重大不确定性,标注需要进一步验证的点
❌ 禁止包含:
- 过程文件列表(如 、
00_问题拆解.md等)01_资料来源.md - 详细的调研步骤说明
- 工作目录结构展示
原因:过程文件是给后续回溯用的,不是给用户看的。用户关心的是结论,不是过程。
After completing the research, when replying to the user:
✅ Should Include:
- One-sentence core conclusion
- Key findings summary (3-5 points)
- Package file location ()
~/outcome.tar.gz - If there are major uncertainties, mark points that need further verification
❌ Prohibited to Include:
- List of process files (e.g., ,
00_Problem_Decomposition.md, etc.)01_Source_Materials.md - Detailed research step descriptions
- Working directory structure display
版本历史
Version History
-
v1.6 (2026-01-12): 新增社区声音挖掘机制
- 新增「L4 社区来源的具体化」表格,明确 GitHub Issues/Discussions/Reddit/HN 等来源
- 搜索策略从 5 轮扩展到 6 轮,新增「社区声音挖掘」轮次
- 新增「社区声音挖掘的具体操作」指南
- 质量检查清单新增:GitHub Issues 已挖掘、社区热点已识别
- 新增典型社区声音遗漏错误案例
- 来源:Alma vs Cherry Studio 调研中 MCP 功能重要性被低估的教训——官方文档不会强调"别人没有而我有",但社区讨论会
-
v1.5 (2026-01-12): 增强高敏感领域调研准确性
- 新增规则 6「官方下载/发布页面直接验证」- 必须实时访问下载页面,不依赖搜索缓存
- 新增规则 7「产品特定协议/功能名称搜索」- 必须搜索 MCP、ACP 等协议名称
- 搜索策略从 3 轮扩展到 5 轮,新增下载页面验证和协议搜索轮次
- 新增「最终回复规范」章节 - 禁止在回复中列出过程文件
- 质量检查清单新增:下载页面验证、协议搜索检查项
- 新增典型错误案例:平台支持遗漏(Alma Windows)、协议遗漏(Alma ACP)
- 来源:Alma vs Cherry Studio 调研中遗漏 Windows 支持和 ACP 功能的教训
-
v1.4 (2026-01-12): 添加时效敏感性判断机制
- 新增 Step 0.5「时效敏感性判断」,将问题分为 4 个敏感级别(极高/高/中/低)
- 🔴极高敏感领域(AI/大模型等)强制执行:6 个月时间窗口、官方源优先、版本号强制标注
- Step 2 新增「时效性筛选规则」和「高敏感领域搜索策略」
- 资料来源模板新增:发布日期、时效状态、版本信息字段
- 质量检查清单新增「时效性检查」章节
- 来源:用户反馈科技类调研容易引用过时信息导致误导
-
v1.3 (2026-01-11): 添加来源周全性要求(Source Verifiability)
- 新增「来源周全性要求」章节,包含 5 条强制执行规则
- URL 可访问性、引用精确定位、内容对应性、时效性标注、不可验证信息处理
- 质量检查清单新增「每个引用都可被用户直接验证」条目
- 来源:用户要求确保外部引用可直接验证
-
v1.2 (2026-01-11): 增加适用对象核查机制
- Step 1 新增「研究对象界定」,要求明确人群/地域/时间/层级边界
- Step 2 新增「适用对象核查」,收录资料前必须验证适用对象匹配
- Step 3 事实卡片模板新增「适用对象」字段
- 质量检查清单新增「适用对象一致性检查」章节
- 来源:课堂抬头率调研中误引中小学政策的教训
-
v1.1 (2025-01-11): 增强中间产物管理
- 新增「工作目录与中间产物管理」章节
- 每个步骤明确保存动作(📁 标记)
- 中间文件从"可选"改为"必须"
- 标准化文件命名和目录结构
-
v1.0 (2025-01-11): 初始版本
- 基于 Claude Skills vs 函数 调研案例提炼
- 8 步法完整流程
- 5 种问题类型框架
- 多维度对比模板
-
v1.6 (2026-01-12): Added community voice mining mechanism
- Added the "Specification of L4 Community Sources" table, clarifying sources like GitHub Issues/Discussions/Reddit/HN
- Expanded search strategy from 5 rounds to 6 rounds, added "Community Voice Mining" round
- Added "Specific Operations for Community Voice Mining" guide
- Added to quality checklist: GitHub Issues mined, community hotspots identified
- Added typical community voice omission error cases
- Source: Lesson from underestimating the importance of MCP function in Alma vs Cherry Studio research—official documents won't emphasize "features others don't have but I do", but community discussions will
-
v1.5 (2026-01-12): Enhanced accuracy of high-sensitivity field research
- Added Rule 6 "Direct Verification of Official Download/Release Pages" - Must access download pages in real-time, do not rely on search cache
- Added Rule 7 "Search for Product-Specific Protocol/Function Names" - Must search for protocol names like MCP and ACP
- Expanded search strategy from 3 rounds to 5 rounds, added download page verification and protocol search rounds
- Added "Final Response Specification" chapter - Prohibit listing process files in replies
- Added to quality checklist: Download page verification, protocol search check items
- Added typical error cases: Platform support omission (Alma Windows), protocol omission (Alma ACP)
- Source: Lesson from missing Windows support and ACP function in Alma vs Cherry Studio research
-
v1.4 (2026-01-12): Added timeliness sensitivity judgment mechanism
- Added Step 0.5 "Timeliness Sensitivity Judgment", dividing questions into 4 sensitivity levels (Extremely High/High/Medium/Low)
- Mandatory implementation for 🔴Extremely High sensitivity fields (AI/Large Models, etc.): 6-month time window, priority to official sources, mandatory version number labeling
- Added "Timeliness Screening Rules" and "Search Strategy for High-Sensitivity Fields" in Step 2
- Added to source material template: Release date, timeliness status, version information fields
- Added "Timeliness Check" chapter to quality checklist
- Source: User feedback that technology-related research easily cites outdated information leading to misunderstanding
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v1.3 (2026-01-11): Added Source Verifiability Requirements
- Added "Source Verifiability Requirements" chapter, including 5 mandatory rules
- URL accessibility, precise citation positioning, content correspondence, timeliness labeling, handling of unverifiable information
- Added to quality checklist: "Every citation can be directly verified by users" item
- Source: User requirement to ensure external citations are directly verifiable
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v1.2 (2026-01-11): Added application object verification mechanism
- Added "Research Object Definition" in Step 1, requiring clear population/region/time/level boundaries
- Added "Application Object Verification" in Step 2, must verify application object match before including materials
- Added "Application Object" field to fact card template in Step 3
- Added "Application Object Consistency Check" chapter to quality checklist
- Source: Lesson from mistakenly citing middle school policies in classroom attention rate research
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v1.1 (2026-01-11): Enhanced intermediate product management
- Added "Working Directory and Intermediate Product Management" chapter
- Clear save actions for each step (marked with 📁)
- Changed intermediate files from "optional" to "mandatory"
- Standardized file naming and directory structure
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v1.0 (2025-01-11): Initial version
- Refined from the case study of Claude Skills vs Functions research
- Complete 8-step process
- 5 problem type frameworks
- Multi-dimensional comparison template