Scoping
Conducts a focused conversation to establish the research scope, then generates a scope document that guides all subsequent writing.
Prerequisites
inventory.mdmust exist (from context-ingestion step)notes/ethics-summary.mdmay exist (if ethics document was provided)- Review inventory before starting conversation
Workflow
[Read inventory.md and notes/ethics-summary.md]
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[Ask: Research Question]
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[Ask: Key Findings] ─── Cross-reference with data inventory
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[Confirm: Constraints] ─── From config.md
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[Ask: Additional Context]
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[Ethics Scope Comparison] ─── If ethics docs exist, compare and confirm discrepancies
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[Generate scope.md and notes/ethics-scope-comparison.md]
Step 1: Review Inventory and Ethics Documents
Before asking questions, read inventory.md to understand:
- How many papers are available for literature context
- What data files exist (this informs what results are possible)
- What figures are already generated
- Whether code repository is available
Also check if notes/ethics-summary.md exists. If it does, read it to understand:
- Approved population and inclusion/exclusion criteria
- Approved procedures and endpoints
- Sample size justification
- Study design
This context helps ask informed questions and validate user responses. Note that ethics approval scope is often broader than actual research scope.
Step 2: Scoping Conversation
Ask questions one at a time. Wait for response before proceeding.
Question 1: Research Question
"What research question does this study address?
Try to frame it as a specific, answerable question. For example:
- 'Does the proposed method outperform existing approaches on benchmark datasets?'
- 'What factors predict the observed outcome in this population?'"
Good research questions have:
- Specific population/context
- Clear intervention or exposure
- Measurable outcome
If vague, ask follow-up to clarify.
Question 2: Key Findings
"What are the key findings from your analysis?
I can see from your data that you have [summarize data files from inventory]. What were the main results?"
Cross-check with inventory:
- If user mentions statistics, verify data files could support them
- If user mentions figures, check they exist in
figures/ - If claims seem inconsistent with available data, ask for clarification
Ask for:
- Primary finding (the main result)
- Secondary findings (supporting results)
- Any unexpected or negative results
Question 3: Constraints
"I see from your config that you're targeting [journal] with a [word_limit] word limit.
Are there any other constraints I should know about?
- Specific formatting requirements?
- Required sections or subsections?
- Exclusions (topics to avoid)?"
Question 4: Additional Context (Optional)
"Is there anything else I should know about this study?
For example:
- Study limitations you want to acknowledge
- Specific papers you want to cite or respond to
- Practical implications to emphasize"
Step 3: Ethics Scope Comparison (If Ethics Docs Exist)
Skip this step if notes/ethics-summary.md does not exist.
After gathering user's stated scope, compare it against the ethics document and present discrepancies for confirmation.
Comparison Table
Present to user:
"I've compared your stated research scope with the ethics/governance document.
| Aspect | Ethics Document | Your Stated Scope | |--------|-----------------|-------------------| | Population | [from ethics] | [from user] | | Sample size | [from ethics] | [from user] | | Endpoints | [from ethics] | [from user] | | Procedures | [from ethics] | [from user] |
Please confirm:
- Are these differences intentional? (subset of approved protocol)
- Any context for the narrower scope? (e.g., 'subset of data analyzed')
- Anything I've misunderstood?"
Document User Responses
Create notes/ethics-scope-comparison.md:
# Ethics vs Actual Scope Comparison
**Generated**: [timestamp]
**Ethics Source**: [filename from ethics-summary.md]
## Comparison
| Aspect | Ethics Document | Actual Scope | Explanation |
|--------|-----------------|--------------|-------------|
| Population | [from ethics] | [from user] | [user explanation] |
| Sample size | [from ethics] | [from user] | [user explanation] |
| Endpoints | [from ethics] | [from user] | [user explanation] |
| Procedures | [from ethics] | [from user] | [user explanation] |
## User Confirmation
- **Differences intentional?**: [yes/no + explanation]
- **Context for narrower scope**: [user response]
- **Clarifications**: [any corrections to understanding]
## Implications for Manuscript
- [Note any elements from ethics doc that should NOT appear in manuscript]
- [Note any elements that need careful framing]
This document provides audit trail and guides later steps when they need to understand why ethics approval scope and manuscript scope differ.
Step 4: Generate scope.md
After conversation, generate structured scope document:
# Manuscript Scope
Generated: [timestamp]
## Research Question
[User's research question, cleaned up if needed]
## Hypothesis
[Inferred or stated hypothesis]
## Key Findings
### Primary Finding
[Main result with expected statistics]
### Secondary Findings
1. [Finding 2]
2. [Finding 3]
### Negative/Null Results
- [If any]
## Target Publication
- **Journal**: [from config]
- **Word Limit**: [from config]
- **Citation Style**: [from config]
## Constraints
- [Any additional constraints from conversation]
## Study Context
### Population
[Inferred from data/conversation]
### Methods Overview
[Brief summary based on code inventory]
### Limitations to Address
- [User-specified limitations]
## Materials Available
### Literature
- [n] PDFs in papers/ folder
- Key papers to emphasize: [if mentioned]
### Data
- [List key data files and what they contain]
### Figures
- [List figures and what they show]
### Code
- Repository: [url]
- Analysis approach: [inferred from code inventory]
### Ethics Documents
- **Available**: [yes/no]
- **Ethics Approval Number**: [from ethics-summary.md or "to be added manually"]
- **Scope Notes**: [see notes/ethics-scope-comparison.md for differences]
## Writing Guidance
### Tone
[Infer from journal: clinical, technical, etc.]
### Emphasis
[What to highlight based on conversation]
### Avoid
[What to minimize or exclude]
Validation Checklist
Before saving scope.md, verify:
- [ ] Research question is specific and answerable
- [ ] Key findings are supported by available data
- [ ] Word limit is realistic for content
- [ ] All necessary context is captured
- [ ] If ethics docs exist: discrepancies documented and confirmed by user
Output
Save to:
project/scope.md- Main scope documentnotes/ethics-scope-comparison.md- Ethics comparison (if ethics docs exist)
Summarize back to user:
"I've created the scope document. Here's the summary:
Research Question: [question] Primary Finding: [finding]
Target: [journal], [word_limit] wordsReady to proceed with literature review?"
Return to parent skill.