Research Synthesis Skill
Workflow Position
[Research question or topic]
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personal:obs-research <- YOU ARE HERE
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[Search Phase] -> Keywords -> Tags -> Backlinks -> Semantic
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[Connection Analysis] -> Shared tags -> Common links -> Themes
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[Synthesis] -> Key insights -> Patterns -> Gaps
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[Output] -> Research note with citations + Suggested links
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[Optional: Create MOC or update existing]
Overview
Cross-vault research synthesis that searches your entire knowledge base for relevant content, identifies non-obvious connections, and generates synthesized insights. Best used after obs-backlinking has improved vault connectivity.
Key Features:
- •Multi-strategy search (keywords, tags, backlinks, semantic)
- •Connection mapping between related notes
- •Synthesis generation with proper citations
- •Gap analysis (what's missing from your knowledge base)
- •Link suggestions to improve vault connectivity
- •Optional MOC (Map of Content) generation
Primary Value: Surface buried knowledge and non-obvious connections across your vault.
When to Use
- •Preparing a presentation or document
- •Exploring a topic you've written about before
- •Finding all notes related to a project
- •Discovering connections you've forgotten
- •Building a MOC for a subject area
- •Research for writing or decision-making
When to Skip
- •New topic - If you haven't written about it, there's nothing to find
- •Single note lookup - Just search directly
- •Quick reference - Use normal search instead
The Process
Step 1: Define Research Scope
Ask the user:
What would you like to research in your vault?
Please provide:
- •Topic or question - What are you trying to understand?
- •Scope - Full vault or specific folders?
- •Depth - Quick scan or deep synthesis?
Example inputs:
- •"Everything I know about data governance"
- •"All notes related to the LeanIX project"
- •"What have I learned about productivity systems?"
- •"Find connections between compliance and technology"
Step 2: Multi-Strategy Search
Keyword Search:
- • Direct topic mentions in note content
- • Title matches
- • Heading matches
Tag Search:
- • Relevant PARA tags (
#p/,#a/,#r/) - • Domain tags (
domain/compliance,tech/python) - • Related tags identified through co-occurrence
Backlink Search:
- • Notes that link to topic-relevant notes
- • Notes linked FROM topic-relevant notes
- • Second-degree connections (notes that share links)
Semantic Search:
- • Similar concepts even with different terminology
- • Related themes and patterns
- • Contextually related content
Present search results:
## Search Results: "data governance" **Direct Matches:** 12 notes **Tag Matches:** 8 notes (domain/compliance, p/bcbs239) **Backlink Connections:** 15 notes **Semantic Matches:** 6 notes ### Top Results by Relevance | Note | Match Type | Relevance | Last Modified | |------|------------|-----------|---------------| | [[Data Governance Framework]] | Title + Content | ⭐⭐⭐⭐⭐ | 2024-01-10 | | [[BCBS239 Data Mapping]] | Tag + Content | ⭐⭐⭐⭐ | 2024-01-08 | | [[2024-01-05 - Compliance Review]] | Backlink | ⭐⭐⭐ | 2024-01-05 | | [[Book - Data Management]] | Semantic | ⭐⭐⭐ | 2023-12-15 | **Total notes found:** 41 (showing top 20)
Step 3: Connection Analysis
Map relationships between found notes:
Shared Tags:
## Tag Overlap Analysis Notes with multiple relevant tags: - [[BCBS239 Data Mapping]] - #p/bcbs239, #domain/compliance, #r/data-governance - [[Data Quality Standards]] - #domain/compliance, #r/data-governance, #tech/sql Common tag combinations: - domain/compliance + r/data-governance: 8 notes - p/bcbs239 + domain/compliance: 5 notes
Link Clusters:
## Link Clusters ### Cluster 1: Regulatory Framework (Hub: [[BCBS239 Index]]) - [[BCBS239 Data Mapping]] - [[Data Lineage Requirements]] - [[Compliance Checklist]] Connected by: 12 internal links ### Cluster 2: Technical Implementation (Hub: [[Data Governance Framework]]) - [[SQL Data Validation]] - [[ETL Pipeline Design]] - [[Data Quality Metrics]] Connected by: 8 internal links ### Orphan Notes (relevant but not connected): - [[Meeting - Data Council 2023-11-15]] - No outgoing links - [[Book - Data Management]] - Not linked from project notes
Theme Patterns:
## Emerging Themes Based on content analysis: 1. **Data Quality** - Mentioned in 15 notes - Validation rules, quality metrics, monitoring 2. **Regulatory Compliance** - Mentioned in 12 notes - BCBS239, data lineage, audit requirements 3. **Technical Implementation** - Mentioned in 8 notes - SQL, ETL, pipelines, automation
Step 4: Generate Synthesis
Create a synthesized research summary:
## Research Synthesis: Data Governance **Query:** "Everything I know about data governance" **Notes Analyzed:** 41 **Date:** 2024-01-15 --- ### Executive Summary Your vault contains substantial knowledge about data governance, primarily centered around: 1. BCBS239 regulatory compliance work 2. Technical data quality implementation 3. Organizational data management frameworks --- ### Key Insights #### 1. Regulatory Foundation Your understanding of data governance is strongly anchored in BCBS239 requirements. Key notes: - [[BCBS239 Data Mapping]] establishes the core data lineage requirements - [[Compliance Checklist]] provides actionable implementation steps - [[2024-01-05 - Compliance Review]] contains recent stakeholder feedback **Quote:** "Data lineage must trace from source to report within 4 hops" - [[BCBS239 Data Mapping]] #### 2. Technical Approach You've documented several technical patterns: - SQL-based validation in [[SQL Data Validation]] - ETL design principles in [[ETL Pipeline Design]] - Quality metrics framework in [[Data Quality Metrics]] **Pattern observed:** Your technical notes focus on validation and monitoring, less on data modeling. #### 3. Organizational Context Meeting notes reveal organizational dynamics: - [[Meeting - Data Council 2023-11-15]] - Stakeholder alignment challenges - [[2023-12-01 - Data Ownership Discussion]] - Role clarity issues --- ### Knowledge Gaps Areas where your vault has limited coverage: 1. **Data Modeling** - Few notes on conceptual/logical data models 2. **Data Catalog Tools** - No notes on tooling options 3. **Change Management** - Limited notes on rolling out governance Consider: - Creating [[Data Modeling Principles]] note - Researching data catalog tools for [[Data Governance Framework]] --- ### Connection Opportunities Notes that should be linked but aren't: | Source | Should Link To | Reason | |--------|----------------|--------| | [[Book - Data Management]] | [[Data Governance Framework]] | Conceptual foundation | | [[Meeting - Data Council]] | [[BCBS239 Index]] | Action items relate to project | | [[ETL Pipeline Design]] | [[Data Lineage Requirements]] | Implementation of requirement | --- ### Sources All notes referenced in this synthesis: 1. [[Data Governance Framework]] - Core framework document 2. [[BCBS239 Data Mapping]] - Regulatory mapping 3. [[BCBS239 Index]] - Project hub 4. [[Data Quality Metrics]] - Measurement framework ... (full list)
Step 5: Output Options
Offer output choices:
What would you like me to do with this research?
- •Create Research Note - Save synthesis as new note in vault
- •Update MOC - Add findings to existing Map of Content
- •Create MOC - Generate new MOC for this topic (runs obs-mocs)
- •Apply Link Suggestions - Add recommended connections (runs obs-backlinking)
- •Export Summary - Copy synthesis for use elsewhere
Search Strategies
Keyword Variations
When searching, automatically include:
- •Plural/singular variations
- •Common abbreviations
- •Synonyms from your tag taxonomy
Tag Exploration
Follow tag hierarchy:
domain/compliance ├── Specific: #p/bcbs239, #p/sox └── Related: #r/data-governance, #r/audit
Backlink Depth
- •Depth 1: Direct links to/from search results
- •Depth 2: Notes that link to Depth 1 notes
- •Depth 3: (Optional) Third-degree connections
Output Formats
Research Note
Saved to: 3-Resources/research/[Topic] - Research Synthesis.md
--- type: resource tags: [r/research, domain/[topic]] title: "[Topic] - Research Synthesis" date created: YYYY-MM-DD HH:MM:SS date modified: YYYY-MM-DD HH:MM:SS sources: [list of source notes] ---
Quick Summary
For conversational use - not saved to vault.
MOC Addition
Adds findings to existing MOC with new section:
## Recent Research (2024-01-15) ### New Connections Found - [[Note 1]] relates to [[Note 2]] via shared theme
After Research
- •Review synthesis - Verify insights match your understanding
- •Apply link suggestions - Run obs-backlinking on identified gaps
- •Fill knowledge gaps - Create notes for identified missing areas
- •Update MOCs - Keep navigation structures current
- •Use the insights - Apply findings to your actual work
Key Principles
- •Search broadly, synthesize deeply - Cast a wide net, then analyze
- •Citations matter - Every insight should trace back to a note
- •Connections are value - Finding links is as valuable as finding content
- •Gaps are insights - What's missing tells you what to learn next
- •Research serves action - Synthesis should enable better decisions
- •Link density improves results - Run obs-backlinking first for best results