# π HOW TO USE: Research Project Template
> **Usage Guide** - Navigation hub for all skill levels
This is the **master navigation guide** for using the Research Project Template. Whether you're just getting started or building advanced research workflows, this guide will direct you to the right resources.
## π Guide Organization
The guide is organized into **skill-level focused documents**:
- **[Levels 1-3](#levels-1-3-getting-started)**: Just write documents (no programming)
- **[Levels 4-6](#levels-4-6-intermediate-usage)**: Add figures and automation
- **[Levels 7-9](#levels-7-9-advanced-usage)**: Test-driven development
- **[Levels 10-12](#levels-10-12-expert-usage)**: Custom architectures
Plus:
- **[Quick Start Cheatsheet](#quick-reference-documents)**: One-page essential commands
- **[Common Workflows](#quick-reference-documents)**: Step-by-step recipes
- **[Glossary](#quick-reference-documents)**: Terms and definitions
## π― Find Your Starting Point
**New to the template?**
β Start with **[Quick Start](#quick-start)** below or **[Getting Started Guide](../guides/getting-started.md)**
**Know what you want to do?**
β Check **[Common Workflows](../reference/common-workflows.md)** for step-by-step recipes
**Need a specific term explained?**
β Check the **[Glossary](../reference/glossary.md)**
**Want essential commands only?**
β Check the **[Quick Start Cheatsheet](../reference/quick-start-cheatsheet.md)**
## π Quick Start
### For Everyone: Use This Template
1. **Click "Use this template"** on the [GitHub repository](https://github.com/docxology/template)
2. **Clone your new repository**
3. **Install dependencies**: `uv sync`
4. **Generate your first document**: `uv run python scripts/runner/execute_pipeline.py --project {name} --core-only`
That's it! You now have a research project structure.
### What You Get Immediately
- β
**project structure** with clear organization
- β
**Professional PDF generation** from markdown
- β
**Cross-referencing system** for equations and figures
- β
**Automated testing** framework (infrastructure + per-project suites; thresholds in `pyproject.toml`)
- β
**Build pipeline** that validates tests, analysis, PDFs, and outputs before copy
- β
**Terminal output logging** - pipeline logs under `projects//output/logs/`
- β
**Documentation hub** under `docs/` (see [documentation-index.md](../documentation-index.md))
## π Guides by Skill Level
### Levels 1-3: Getting Started
**for**: Users who just want to write documents without programming
**[π Read Getting Started Guide](../guides/getting-started.md)**
**What you'll learn**:
- Set up the template
- Write and format professional documents
- Add equations and cross-references
- Generate publication-ready PDFs
- Customize project metadata
**Time**: 2-3 hours
**Skills required**: Basic computer skills, text editor
---
### Levels 4-6: Intermediate Usage
**for**: Users ready to add custom figures and automation
**[π Read Figures and Analysis Guide](../guides/figures-and-analysis.md)**
**What you'll learn**:
- Generate figures from data using scripts
- Understand the thin orchestrator pattern
- Add new Python modules with testing
- Create data analysis pipelines
- Automate workflows
**Time**: 1-2 days
**Skills required**: Basic Python, matplotlib knowledge
**Prerequisites**: [Getting Started Guide](../guides/getting-started.md)
---
### Levels 7-9: Advanced Usage
**for**: Developers ready for test-driven development
**[π Read Testing and Reproducibility Guide](../guides/testing-and-reproducibility.md)**
**What you'll learn**:
- Practice test-driven development (TDD)
- Achieve and maintain test coverage
- Build complex mathematical workflows
- Implement testing strategies
- Ensure reproducible research results
**Time**: 1-2 weeks
**Skills required**: Strong Python, testing knowledge
**Prerequisites**: [Figures and Analysis Guide](../guides/figures-and-analysis.md)
---
### Levels 10-12: Expert Usage
**for**: Expert developers building custom systems
**[π Read Extending and Automation Guide](../guides/extending-and-automation.md)**
**What you'll learn**:
- Extend the template architecture
- Create custom build pipelines
- Integrate external tools and systems
- Implement continuous integration
- Build automated documentation systems
- Create research workflow integrations
**Time**: 1-2 months
**Skills required**: Expert Python, DevOps, system design
**Prerequisites**: [Testing and Reproducibility Guide](../guides/testing-and-reproducibility.md)
---
## π― Quick Reference Documents
### Quick Start Cheatsheet
**[π One-page essential commands](../reference/quick-start-cheatsheet.md)**
Essential commands, quick syntax reference, troubleshooting, and decision tree. for bookmarking.
### Common Workflows
**[π Step-by-step recipes](../reference/common-workflows.md)**
workflows for common tasks:
- Write your first document
- Add a new section
- Create a figure with data
- Add mathematical equations
- Cross-reference sections
- Add new Python module
- Write tests
- Debug failures
- Fix coverage
- Generate PDFs
- Customize metadata
- Add supplemental materials
- Contribute to template
### Glossary
**[π Terms and definitions](../reference/glossary.md)**
glossary of all terms and concepts used in the template. Alphabetically organized with cross-references.
---
## πΊοΈ Learning Path
```
Level 1-3: Getting Started (2-3 hours)
β
Level 4-6: Intermediate Usage (1-2 days)
β
Level 7-9: Advanced Usage (1-2 weeks)
β
Level 10-12: Expert Usage (1-2 months)
```
**Total Time**: 1-3 months to master all levels
**Estimated time to productivity**:
- Basic documents: 2-3 hours
- With figures: 1-2 days
- With testing: 1-2 weeks
- Production systems: 1-2 months
## π What Each Level Covers
| Level | Focus | Time | Prerequisites |
|-------|-------|------|---------------|
| **1** | Write documents | 30-45 min | None |
| **2** | Equations & references | 45-60 min | Level 1 |
| **3** | Customization | 30-45 min | Level 2 |
| **4** | Basic figures | 3-4 hours | Level 3, Basic Python |
| **5** | Data analysis | 4-6 hours | Level 4, Python |
| **6** | Automation | 2-3 hours | Level 5 |
| **7** | Test-driven dev | 3-5 days | Level 6, Testing |
| **8** | Complex workflows | 1 week | Level 7 |
| **9** | Reproducibility | 2-3 days | Level 8 |
| **10** | Custom architectures | 1-2 weeks | Level 9, System design |
| **11** | CI/CD automation | 1-2 weeks | Level 10, DevOps |
| **12** | Research integration | 1-2 weeks | Level 11 |
## π Recommended Learning Sequences
### For Academic Researchers
1. **[Getting Started](../guides/getting-started.md)** - Write your paper
2. **[Figures and Analysis](../guides/figures-and-analysis.md)** - Add figures and analysis
3. **[Testing and Reproducibility](../guides/testing-and-reproducibility.md)** - Ensure reproducibility
### For Software Developers
1. **[Quick Start Cheatsheet](../reference/quick-start-cheatsheet.md)** - Get oriented fast
2. **[Figures and Analysis](../guides/figures-and-analysis.md)** - Understand the pattern
3. **[Testing and Reproducibility](../guides/testing-and-reproducibility.md)** - Master TDD approach
4. **[Extending and Automation](../guides/extending-and-automation.md)** - Build custom systems
### For Contributors
1. **[Getting Started](../guides/getting-started.md)** - Understand basics
2. **[Testing and Reproducibility](../guides/testing-and-reproducibility.md)** - Learn TDD workflow
3. **[Contributing Guide](../development/contributing.md)** - Contribution process
4. **[Code of Conduct](../development/code-of-conduct.md)** - Community standards
## π Related Documentation
### Core Documentation
- **[AGENTS.md](../AGENTS.md)** - system reference
- **[Architecture](../core/architecture.md)** - System design
- **[Thin Orchestrator Pattern](../architecture/thin-orchestrator-summary.md)** - Core pattern
- **[Workflow](../core/workflow.md)** - Development process
### Build System
- **[Pipeline Orchestration](../RUN_GUIDE.md)** - reference (stages, flags, troubleshooting entry points)
- **[PDF Validation](../modules/pdf-validation.md)** - Quality checks
### Writing & Formatting
- **[Markdown Template Guide](../usage/markdown-template-guide.md)** - formatting reference
- **[Manuscript Numbering](../usage/manuscript-numbering-system.md)** - Section organization
- **[LaTeX Preamble](../../projects/templates/template_code_project/manuscript/preamble.md)** - Styling configuration example
### Examples & Help
- **[Examples](../usage/examples.md)** - Usage patterns
- **[Examples Showcase](../usage/examples-showcase.md)** - Real-world applications
- **[FAQ](../reference/faq.md)** - Frequently asked questions
- **[Template Description](../usage/template-description.md)** - Overview
### Community
- **[Contributing](../development/contributing.md)** - How to contribute
- **[Code of Conduct](../development/code-of-conduct.md)** - Community standards
- **[Security](../development/security.md)** - Security policy
- **[Roadmap](../development/roadmap.md)** - Future plans
### Reference
- **[Documentation Index](../documentation-index.md)** - index
- **[Copypasta](../reference/copypasta.md)** - Shareable content
- **[API Reference](../reference/api-reference.md)** - API documentation
- **[Best Practices](../best-practices/best-practices.md)** - Consolidated best practices
### Advanced Topics
- **[Two-Layer Architecture](../architecture/two-layer-architecture.md)** - architecture guide
- **[Modules Guide](../modules/modules-guide.md)** - Using the infrastructure modules (current count in [`_generated/COUNTS.md`](../_generated/COUNTS.md))
- **[Dependency management](../../README.md)** - `uv` usage and install/sync commands
- **[CI/CD automation](../../.github/README.md)** - GitHub Actions and repository automation
- **[Performance Optimization](../operational/config/performance-optimization.md)** - Build time optimization
- **[Migration Guide](../best-practices/migration-guide.md)** - Migrating from other templates
## π Troubleshooting
Having issues? Here's where to look:
1. **[Troubleshooting Guide](../operational/troubleshooting/)** - troubleshooting
2. **[FAQ](../reference/faq.md)** - Common questions and solutions
3. **[Common Workflows](../reference/common-workflows.md)** - Step-by-step help
4. **[Quick Start Cheatsheet](../reference/quick-start-cheatsheet.md)** - Quick troubleshooting section
5. **[Glossary](../reference/glossary.md)** - Term definitions
6. **[Pipeline Orchestration](../RUN_GUIDE.md)** - Pipeline stages and execution
**Common Issues**:
- Tests fail β [Testing and Reproducibility Guide](../guides/testing-and-reproducibility.md#level-7-test-driven-development)
- Coverage below requirements β [Common Workflows](../reference/common-workflows.md#fix-coverage-below-requirements)
- PDF generation fails β [FAQ](../reference/faq.md#q-my-pdfs-arent-generating-correctly)
- Figures not appearing β [Figures and Analysis](../guides/figures-and-analysis.md#level-4-add-basic-figures)
## π― Your Next Steps
**Choose your path**:
- π **New to template** β [Getting Started Guide](../guides/getting-started.md)
- π **Ready for figures** β [Figures and Analysis Guide](../guides/figures-and-analysis.md)
- π **Want to test properly** β [Testing and Reproducibility Guide](../guides/testing-and-reproducibility.md)
- π **Building custom systems** β [Extending and Automation Guide](../guides/extending-and-automation.md)
**Need quick help**:
- π **Essential commands** β [Quick Start Cheatsheet](../reference/quick-start-cheatsheet.md)
- π **Specific task** β [Common Workflows](../reference/common-workflows.md)
- π **Term definition** β [Glossary](../reference/glossary.md)
- β **Common question** β [FAQ](../reference/faq.md)
---
**Ready to start?** Choose your skill level above and dive in!
**Verify locally**: run `uv run python scripts/pipeline/stage_01_test.py --project ` for the pipeline test contract, `uv run python scripts/pipeline/stage_01_test.py --infra-only --infra-scope full` for the full infrastructure gate, and `./run.sh --pipeline` (or `--core-only`) for end-to-end timing.
**Need help?** Start with **[Getting Started Guide](../guides/getting-started.md)** or check the **[FAQ](../reference/faq.md)**