Report Templates
Five archetypes. Pick one in Phase 0 based on user intent. Each template lives in assets/templates/<archetype>.md. This file explains which to choose and why.
Decision tree
Is the user's question about a single narrow effect with many studies?
├── yes ─> systematic_review
└── no ─>
│
Are they asking "what has been studied in this area"?
├── yes ─> scoping_review
└── no ─>
│
Is it "X vs Y, which is better/different"?
├── yes ─> comparative_analysis
└── no ─>
│
Is the output going into a grant or proposal?
├── yes ─> grant_background
└── no ─> literature_review (default)Archetype profiles
literature_review (default)
Use when: the user wants to understand what's known about a topic, with synthesis and gaps.
Structure:
- Executive summary (3-5 bullets)
- Background and definitions
- Thematic sections (one per Phase 5 theme)
- Synthesis (what we collectively know)
- Open questions and gaps
- Methodology appendix (search, ranking, self-critique findings)
- Bibliography
Citation style: narrative, with [^id] anchors after each non-trivial claim.
systematic_review
Use when: the question is narrow, many studies exist, and the user needs rigor (PRISMA-lite). Common in medicine, psych, education.
Structure:
- Background and rationale
- Question (PICO)
- Methods (search strategy, inclusion/exclusion, risk of bias)
- PRISMA-lite flow diagram (descriptive, not the formal one)
- Extraction table (one row per included study)
- Synthesis (narrative; meta-analysis only if numerical)
- Quality of evidence (GRADE-style)
- Conclusions
- Bibliography
Citation style: dense, with extraction-table cross-references.
scoping_review
Use when: the user wants to map a field — what topics, what methods, what populations have been studied. Breadth over depth.
Structure:
- Background and rationale
- Scope question
- Methods (broad search; minimal exclusion)
- Coverage map (matrix of subtopic × method)
- Methods inventory
- Population/setting inventory
- Research gap (what hasn't been studied)
- Recommendations for future work
- Bibliography
Citation style: more enumerative than narrative. Tables dominate prose.
comparative_analysis
Use when: "X vs Y" — methods, models, frameworks, treatments, technologies.
Structure:
- Executive summary with verdict
- What's being compared (X and Y, scope)
- Axes of comparison (each with subsection)
- Per-axis verdict
- Overall recommendation with caveats
- When the verdict flips (edge cases)
- Bibliography
Citation style: every comparison cell needs an anchor. Side-by-side tables are standard.
grant_background
Use when: the output is the "Background and Significance" or "Prior work" section of a research proposal.
Structure:
- The problem (why it matters, who is affected, scale)
- What is known (succinct synthesis with anchors)
- What is missing (the gap — this becomes the proposal's hook)
- Why our approach is positioned to fill it (one-paragraph segue)
- Bibliography
Citation style: narrative-first, citation-supporting. Persuasive prose with sources, not a literature dump.
Cross-cutting requirements (all archetypes)
Every report:
- Has a methodology appendix listing the queries run, sources consulted, ranking weights, and dedupe stats. Pull from
state.queriesandstate.ranking. - Has a self-critique appendix copied verbatim from
state.self_critique.appendix. - Includes preprint flags inline (
[^id, preprint]). - Resolves every
[^id]anchor against the bibliography. The host LLM is responsible for this check during Phase 7 — the export script emits entries forstate.papers, but does not scan the report body for anchors. - Saves as
reports/<slug>_<YYYYMMDD>.mdand writes the path back tostate.report_path.