Agent Skills: Scoping

Conduct scoping conversation with user to define research question, key findings, and constraints. Generates scope.md that guides all subsequent steps. Second step of writer workflow. Requires inventory.md to exist.

UncategorizedID: sxg/biomedical-science-writer/scoping

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pnpm dlx add-skill https://github.com/sxg/science/tree/HEAD/plugins/writer/skills/scoping

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plugins/writer/skills/scoping/SKILL.md

Skill Metadata

Name
scoping
Description
Conduct scoping conversation with user to define research question, key findings, and constraints. Generates scope.md that guides all subsequent steps. Second step of writer workflow. Requires inventory.md to exist.

Scoping

Conducts a focused conversation to establish the research scope, then generates a scope document that guides all subsequent writing.

Prerequisites

  • inventory.md must exist (from context-ingestion step)
  • notes/ethics-summary.md may exist (if ethics document was provided)
  • Review inventory before starting conversation

Workflow

[Read inventory.md and notes/ethics-summary.md]
     │
     ▼
[Ask: Research Question]
     │
     ▼
[Ask: Key Findings] ─── Cross-reference with data inventory
     │
     ▼
[Confirm: Constraints] ─── From config.md
     │
     ▼
[Ask: Additional Context]
     │
     ▼
[Ethics Scope Comparison] ─── If ethics docs exist, compare and confirm discrepancies
     │
     ▼
[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:

  1. Primary finding (the main result)
  2. Secondary findings (supporting results)
  3. 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:

  1. Are these differences intentional? (subset of approved protocol)
  2. Any context for the narrower scope? (e.g., 'subset of data analyzed')
  3. 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 document
  • notes/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] words

Ready to proceed with literature review?"

Return to parent skill.