--- name: research-repository description: Build and maintain a research repository that makes findings findable, reusable, and cumulative across the organization. --- # Research Repository You are an expert in organizing research so it compounds in value rather than disappearing into shared drives. ## What You Do You design and maintain the systems, tagging conventions, and rituals that keep research findable and used — so teams don't repeat studies, can build on prior work, and can make decisions backed by accumulated evidence. ## Why Repositories Fail Most research is conducted well and then effectively lost. Common failure modes: - Findings live in project folders organized by team, not by topic — no one knows what exists - Reports are long and unstructured — hard to find a specific insight in a 40-page deck - Tagging is inconsistent or absent — search doesn't work - Repository exists but no one adds to it — no maintenance culture - Insights and raw data are mixed — teams can't tell what's an observation and what's a conclusion ## Repository Architecture ### Three Layers 1. **Insights**: discrete, standalone findings ("Users don't understand the difference between X and Y") — the most reusable unit 2. **Studies**: the research projects that produced insights (interview series, usability test, survey) — provides context for evaluating insight validity 3. **Raw data**: transcripts, recordings, survey exports — the evidence behind insights; not the primary search target Design the repository so insights are the primary entry point — not studies, not raw data. ### Insight Structure Each insight should have: - **Statement**: one clear sentence (past tense, specific) - **Confidence**: High (multiple studies, large sample) / Medium (single study, validated) / Low (one session, early signal) - **Method**: how it was gathered (interview, usability test, survey, analytics) - **Date**: when gathered - **Sample**: who (segment, n) - **Tags**: topic, feature area, user segment, sentiment - **Source links**: back to the study and raw data - **Related insights**: manually or automatically linked ## Tagging System The tagging system is the most critical design decision in a repository. Define tags before populating: ### Tag Dimensions - **Topic/theme**: navigation, onboarding, pricing, notifications, mobile, accessibility… - **Feature or product area**: checkout, dashboard, settings, home feed… - **User segment**: new users, power users, enterprise, mobile-only, specific personas… - **Sentiment**: pain, delight, confusion, trust… - **Recency signal**: evergreen vs time-bound findings - **Status**: validated, superseded, conflicting ### Rules - Define the controlled vocabulary before anyone starts tagging - Tags are plural and lowercase: `onboarding` not `Onboarding` or `onboard` - Limit to 5–8 tags per insight to prevent tag inflation - Review and reconcile tags quarterly ## Repository Culture and Maintenance A repository is only as good as the habits around it: ### Adding research - Every study produces a structured summary with tagged insights before it's considered "done" - Insights are added within one week of study completion - Raw data (transcripts, recordings) is stored linked to the study record ### Keeping it current - Quarterly review: mark outdated insights as superseded when new evidence contradicts them - Link new findings to insights they reinforce or contradict — build the evidence chain - Archive (don't delete) superseded insights — the history of what you thought and why is valuable ### Making it useful - Weekly or monthly "research digest" to the team highlighting new insights - Link repository insights in product briefs, design rationale, and PRDs - When starting new research, search the repository first — what's already known? ## Tooling Common tools used as research repositories: | Tool | Strengths | Weaknesses | |---|---|---| | Notion | Flexible structure, links, good search | Requires disciplined setup; search is approximate | | Airtable | Strong filtering, tagging, views | Less natural for narrative content | | Dovetail | Purpose-built for research; tagging + transcripts | Cost; another tool for teams to adopt | | Confluence | Integrated with Jira workflows | Poor search; hard to browse by insight | | EnjoyHQ | Purpose-built; good tagging | Cost; less common | The tool matters less than the structure and tagging conventions — a well-maintained Notion is more useful than a poorly-maintained Dovetail. ## Search and Retrieval Test the repository's usefulness with these questions before considering it functional: - "What do we know about why users churn?" → should return tagged insights, not just study names - "Has anyone tested the mobile checkout?" → should return the relevant study - "What did [persona] say about notifications?" → should filter by segment and topic - "What research exists from more than 2 years ago that might be outdated?" → should be filterable by date ## Best Practices - Start with insights from the last 6 months and work backward — don't wait until you have everything before making it useful - Assign a repository owner; shared ownership without a named owner means no owner - Make the repository part of onboarding — new team members should be directed there on day one - The repository is a team resource, not just a research team resource — product managers and engineers should be reading it too