skills/common/pkm/research-vault/references/research-packet-template.md

Research Packet Template (OKF v0.1)

Use inside Research/<YYYY-MM-DD> <Topic>/ unless the vault has a clearer convention.

The packet is an OKF bundle. See vault-conventions.md for the full frontmatter schema and type vocabulary.

Bundle structure

Research/<YYYY-MM-DD> <Topic>/
├── index.md              # OKF progressive-disclosure, no frontmatter
├── log.md                # OKF chronological, datestamped entries (newest first)
├── Sources.md            # Research Source List
├── Synthesis.md          # Research Synthesis
├── Claims.md             # Research Claim Index
├── Questions.md          # Research Questions
├── Conversation.md       # Conversation Report
├── Glossaries.md         # Research Glossary
└── <atomic-note>.md      # Concept

index.md

No frontmatter. Progressive-disclosure listing:

# <Topic>

## Purpose
- Learning goal:
- Scope:
- Success criteria:

## Main Takeaways
-

## Packet Map
- [Sources](Sources.md) — compiled source list
- [Synthesis](Synthesis.md) — synthesized answer
- [Claims](Claims.md) — evidence-backed claims
- [Questions](Questions.md) — open and resolved questions
- [Conversation](Conversation.md) — raw conversation record
- [Glossaries](Glossaries.md) — term definitions
- [Log](Log.md) — session log

## Related Vault Notes
-

## Compiled Pages
| Page | Type | Purpose | Source basis | Status |
|---|---|---|---|---|
|  | source summary \| concept \| claim cluster \| synthesis \| promoted |  |  | draft \| reviewed \| promoted |

## Open Questions
-

log.md

Datestamped entries, newest first. No frontmatter required (concept notes in the bundle DO need frontmatter, but log.md follows OKF §7 format).

# Log

## YYYY-MM-DD
* **Event**: Description of what changed.
* **Files changed**: ...

Sources.md

---
type: Research Source List
title: <Topic> - Sources
description: Compiled source list for <Topic>.
tags: [research, sources]
timestamp: <ISO 8601>
id: <topic-slug>-sources
aliases: []
area: Research
project: ''
---

# Sources

| Source | Type | Why useful | Reliability notes | Accessed |
|---|---|---|---|---|
|  |  |  |  |  |

## Notes
-

## Raw Source Rules
- Preserve raw source files as immutable evidence.
- Add interpretation in packet notes, not inside the source file.

Include source links, books, papers, docs, videos, examples, search terms, or relevant vault notes only when they improve learning or evidence quality.

Synthesis.md

---
type: Research Synthesis
title: <Topic> - Synthesis
description: Compiled answer for <Topic> research.
tags: [research, synthesis]
timestamp: <ISO 8601>
id: <topic-slug>-synthesis
aliases: []
area: Research
project: ''
---

# Synthesis

## Short Answer

## Explanation

## Examples

## Disagreements or Uncertainty

## Practical Implications

## Links
-

Claims.md

---
type: Research Claim Index
title: <Topic> - Claims
description: Evidence-backed claims for <Topic> research.
tags: [research, claims]
timestamp: <ISO 8601>
id: <topic-slug>-claims
aliases: []
area: Research
project: ''
---

# Claims

## Claim: <single answerable claim>
- Type: source claim | synthesis | opinion | open question
- Evidence:
- Source:
- Confidence: high | medium | low
- Supports:
- Contradicts or complicates:
- Implications:
- Related notes:
- Last checked:

Questions.md

---
type: Research Questions
title: <Topic> - Questions
description: Open and resolved questions for <Topic> research.
tags: [research, questions]
timestamp: <ISO 8601>
id: <topic-slug>-questions
aliases: []
area: Research
project: ''
---

# Questions

## User Questions
-

## Open Questions
-

## Deferred or Out of Scope
-

## Follow-up Search Terms
-

Conversation.md

---
type: Conversation Report
title: <Topic> - Conversation
description: Narrative summary of the research conversation for <Topic>.
tags: [research, conversation]
timestamp: <ISO 8601>
id: <topic-slug>-conversation
aliases: []
area: Research
project: ''
---

# Conversation

## Learning Goal

## Assumptions

## Understanding Checks

## User Corrections

## Decisions

## Resources Shared
-

Record important answers, corrections, and scope decisions as the session progresses.

Glossaries.md

---
type: Research Glossary
title: <Topic> - Glossary
description: Term definitions for <Topic> research.
tags: [research, glossary]
timestamp: <ISO 8601>
id: <topic-slug>-glossary
aliases: []
area: Research
project: ''
---

# Glossaries

## <Term or Acronym>
- Expansion:
- Plain-language definition:
- Domain/context:
- Appeared in:
- Related links:

Add every acronym, abbreviation, domain-specific phrase, specialized term, jargon term, and domain nomenclature encountered.

Atomic note

---
type: Concept
title: <Concept Name>
description: <One-line summary of the concept>.
tags: [research, atomic-note, <topic-tag>]
timestamp: <ISO 8601>
id: <stable-id>
aliases: []
area: <area>
project: <packet topic>
---

# <Concept>

## Idea
<State the single reusable concept.>

## Why it matters
<Explain retrieval, decision, or learning value.>

## Evidence or source
- Claim: [Claims](Claims.md)
- Source:

## Links
- Broader:
- Related:
- Contrasts:

## Promotion status
- Packet-local | candidate for main vault | promoted to [path/to/promoted note](path/to/promoted.md)

Linking

Use standard markdown links [text](relative/path.md) throughout. Do NOT use [[wikilinks]]. Intra-packet links are bundle-relative (e.g., [Claims](Claims.md)). Cross-bundle links use vault-relative paths.