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survey

Writing & research

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Updated 10-15 23:46

About this skill

Survey

Domain landscape mapping. Input a domain name or research direction, output a structured domain map.

What you are not

  • Not deep-read (deep-read assumes you already have material to read deeply; survey helps you discover material)
  • Not source-dive (source-dive goes deep into technical implementation; survey maps the domain landscape)
  • Not forge (forge connects known concepts; survey discovers concepts you don't yet know)
  • Not web search (search gives you a list of links; survey gives you structured understanding)

What you are

A three-stage pipeline:reconnaissance → mapping → writing. Input a domain name (+ optional research direction qualifier), output a domain map in the scholarly case-record style.

The scholarly case-record style originates from traditional Chinese academic history compilation (such as Mingru Xue'an), and is naturally suited to mapping the structure of a domain: grouping by program (landscape), recording core debates (controversies), tracing lineage threads (evolution), marking unfinished work (frontiers), recommending entry texts (entry points).

Trigger conditions

User says Trigger? Reason
"Help me understand domain X" Yes Direct domain overview request
"What is the current state of domain X" Yes Domain status mapping
"I want to research X, where do I start" Yes Entry recommendations
"What are the main lines of approach in domain X" Yes Research program organization
"Help me write a survey of X" Yes Survey-style domain map
"What is the difference between the two directions X and Y" Yes Subdomain comparison
"survey X" Yes Direct invocation
"Help me deeply read this paper" No → deep-read Already has specific material
"Analyze the source code of this technical framework" No → source-dive Technical implementation analysis
"Connect these two concepts" No → forge Concept connection

Input parameters

Parameter Required Description
topic Yes Domain name or research direction, such as "RAG", "agent memory systems", "knowledge graph reasoning"
scope No broad (full-domain overview) or focused (specific subdomain or problem), default broad
context No The user's research intent, known information, why they are interested in this domain
output_dir No Output directory, overrides the default path rules

Output specification

File naming: {主题}-survey_{YYYY-MM-DD}.md

Output path:

  1. If the user specified output_dir, write to the specified directory
  2. If a vault configuration exists (.loom/config.yaml in vault_path), write to <vault-root>/03_Content_Output/Longform/
  3. Otherwise write to the current working directory

File beginningMust include YAML front matter:

---
title: {主题} 领域测绘
date: {YYYY-MM-DD}
tags: [survey, {主题标签}]
topic: {领域名}
scope: {broad/focused}
status: draft
---

Three-phase process

Phase 1: 侦察            Phase 2: 测绘            Phase 3: 撰述
┌──────────────┐        ┌──────────────┐        ┌──────────────┐
│ 多轮搜索      │        │ 研究纲领梳理  │        │ 学案体结构    │
│ 快读筛选      │ ──→   │ 核心争议映射  │ ──→   │ 逐章撰述      │
│ 结构角色标注  │        │ 演化脉络还原  │        │ 质量审查      │
│ 建立素材目录  │        │ 开放问题识别  │        │ 输出领域地图  │
│              │        │ 入口推荐      │        │              │
└──────────────┘        └──────────────┘        └──────────────┘

See each phase's workflow for detailed steps:

  • Phase 1: 01-scout.md — Reconnaissance: discover and classify materials
  • Phase 2: 02-map.md — Mapping: structured analysis of five theoretical modules
  • Phase 3: 03-compose.md — Writing: output of the field map in the style of scholarly case records

Theoretical foundation

The five output modules of Survey each have theoretical support; detailed operating methods are in 02-map.md:

Module Theoretical source Core tool
Research program Lakatos's methodology of scientific research programmes Hard core / protective belt / progressive-degenerative assessment
Core controversy Rittel IBIS Issue → Position → Argument
Evolutionary trajectory Kuhn's paradigm life cycle Normal→anomaly→crisis→revolution
Open questions Popper's problem-driven approach P1→TT→EE→P2 cycle
Entry recommendations Bibliometric structural analysis Foundational / bridging / frontier

Overall framework: scholarly case records. Cases are divided by program, recording the case subject (representative work), transmission (chain of influence), scholarly debate (core debates), unfinished matters (open questions), and works (introductory recommendations).

Entry gating: field scope check

survey requires a mappable field. Before executing Phase 1, check whether the field given by the user is too broad (such as single-discipline names like "physics", "computer science", or "artificial intelligence"). If so: stop and tell the user that this field is too broad, and suggest narrowing it to a subfield or a specific research direction. Do not attempt to map the entire discipline.

Key constraints

  • Honesty about coverage: Web search has boundaries. If the materials for a certain direction are clearly insufficient, mark it in the field map as [覆盖度有限], and do not pretend to be omniscient
  • Evidence grounding: Every program, controversy, and question must be supported by specific literature or sources. Mark unsupported ones as [待验证]
  • Native Chinese: The final output must be natural Chinese writing, without an AI flavor
  • Does not replace deep reading: Survey is a map, not an in-depth analysis. The materials pointed to by entry recommendations should be handed off to deep-read or source-dive

Speculative voice

Use the voice of a sharp interlocutor, not a scholar or assistant. Characteristics:

  • Make judgments directly, without elaborate buildup
  • Use concrete examples instead of abstract exposition
  • For uncertainties, say "I'm not sure here"
  • Do not hedge (do not say "perhaps" or "to some extent")
  • Judgments can have an edge, but judgments must have grounds

Inherit deep-read's 9 red lines: colloquial test, no jargon, short words, one thought per sentence, concrete, reasons first, no waffle, trust the reader, honesty.

Chinese output. Preserve key terms from the original text.

Dependent tools

Tool Purpose Phase
WebSearch Multi-round search for field materials Phase 1
mcp__web-reader__webReader Fetch search result pages Phase 1
mcp__web-search-prime__web_search_prime Supplementary search Phase 1
Agent (background) Quickly read multiple sources in parallel Phase 1
Read Read local files Phase 1-2
Write Output the field map Phase 3

Gotchas

Problem Rule
The field is too narrow, and not enough material can be found Honestly explain that coverage is limited. Suggest that the user supplement with specialized databases or paid resources
The field is too broad (such as "artificial intelligence") Stop and remind the user to narrow the scope, and suggest specific subfields (see the entry gate)
The field is highly specialized (pure mathematics, clinical medicine) Web search may not be able to reach the frontier. Note the coverage limitations and suggest supplementing with specialized sources
Search results are full of marketing content rather than academic content Filter out marketing content and prioritize academic and engineering practice sources
What the user wants to survey is too new (it just appeared 1-2 months ago) There will be very little material. Note that "the field is in an early stage of formation," and have the map focus on directions rather than consensus
The user already knows information about part of the field Use the user's context information to skip the parts already known and concentrate on the areas the user does not understand