Use when designing or fixing the retrieval side of a RAG system, choosing chunking strategy (fixed-size / recursive / semantic), implementing hybrid search (BM25 + dense) with RRF fusion, adding a cross-encoder reranker, evaluating with RAGAS, or running an index-freshness pipeline. Triggers: "RAG keeps citing the wrong doc", chunk size 512 tokens with overlap, RRF reciprocal rank fusion, dense+sparse hybrid, cross-encoder rerank top-5, RAGAS faithfulness / context precision, voyage-3-large vs text-embedding-3-large, daily / hourly reindex cadence. NOT for fine-tuning vs RAG decision (separate skill), agentic tool-use designs, vector DB operational tuning, or general LLM prompt engineering.
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license
Apache-2.0
name
rag-retrieval-pattern-design
description
Use when designing or fixing the retrieval side of a RAG system, choosing chunking strategy (fixed-size / recursive / semantic), implementing hybrid search (BM25 + dense) with RRF fusion, adding a cross-encoder reranker, evaluating with RAGAS, or running an index-freshness pipeline. Triggers: "RAG keeps citing the wrong doc", chunk size 512 tokens with overlap, RRF reciprocal rank fusion, dense+sparse hybrid, cross-encoder rerank top-5, RAGAS faithfulness / context precision, voyage-3-large vs text-embedding-3-large, daily / hourly reindex cadence. NOT for fine-tuning vs RAG decision (separate skill), agentic tool-use designs, vector DB operational tuning, or general LLM prompt engineering.
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metadata
{"category":"AI & Machine Learning","tags":["rag","retrieval","llm","vector-search","bm25","reranking","embeddings"],"provenance":{"kind":"first-party","owners":["port-daddy"]},"pairs-with":[{"skill":"llm-router","reason":"Owns the model/cost routing for the generation stage that sits downstream of the retrieval pipeline designed here."},{"skill":"logging-observability","reason":"The per-query structured logs and OTel spans (embed, retrieve, rerank, generate) that this skill's quality gates require."}],"io-contract":{"kind":"deliverable","consumes":["[Truncated]","[Truncated]"],"produces":["[Truncated]","[Truncated]"]}}
RAG Retrieval Pattern Design
When RAG fails, retrieval is the bug ~73% of the time — and ~80% of those trace to the ingestion / chunking layer. (premai.io — Building Production RAG (2026)) The LLM is faithfully reporting what you handed it; the problem is what you handed it. So the order of work is fixed: chunking → embeddings → hybrid search → rerank → eval → freshness. Get those right and you're at 90% of the achievable quality. Spend the same week on prompt engineering and you'll move 5%.
The compressed 2026 stack:
chunking recursive 512-token chunks, 10-20% overlap
embeddings voyage-3-large (or text-embedding-3-large; pick by MTEB on YOUR domain)
retrieval hybrid: BM25 + dense, fused via RRF (k=60), top-20
rerank cross-encoder, return top-5
eval RAGAS — faithfulness ≥ 0.85, context precision ≥ 0.75
freshness daily reindex; hourly for real-time domains
Building RAG for the first time and need a defensible default architecture.
Existing RAG cites the wrong documents; need to triage where the failure is.
Choosing an embedding model and not sure what beats text-embedding-3-large in 2026.
Adding a reranker to an existing system.
Setting up evaluation so changes can be measured.
Designing an index-freshness pipeline (daily / hourly).
Core capabilities
Retrieval failure mode triage
The standard decomposition before debugging anything else:
Symptom
Likely layer
First-line check
Wrong document retrieved
Chunking or embeddings
Inspect chunks for the question; are they retrievable in isolation?
Right document, wrong chunk
Chunking
Chunks too small / split mid-sentence; or too large / topic-mixed
Right chunk, ignored by LLM
Reranker / context order
Rerank top-5; put highest-relevance chunk first
Faithfulness high, answer still wrong
Freshness
Index is stale; re-run the ingestion pipeline
BM25 finds it, dense doesn't (or vice versa)
Single-retriever bias
Hybrid + RRF
Empty result set
Filter / index missing
Check zero-result rate metric (>5% is a problem)
Citing premai.io's framing: "When faithfulness score is high but answers are still wrong, the LLM is accurately reporting what's in the context, but the context itself is wrong or outdated." (premai-rag)
Chunking
The strategies, in increasing order of cost and (sometimes) quality:
Strategy
How
Pros
Cons
Fixed-size
Split every N tokens
Cheap, deterministic
Splits mid-sentence, mid-section
Recursive
Split by paragraph → sentence → token, prefer the largest natural boundary that fits
Good baseline; preserves structure
Slightly more code
Semantic
Split where embedding similarity drops below threshold
Topic-aware boundaries
200–300 extra embedding calls per 10k-word doc (premai-rag)
Document-structure-aware
Use Markdown headings, code blocks, list boundaries
Best for technical docs
Hand-tuned per format
Recommended baseline per the 2026 guides (premai-rag):
"Recursive chunking at 512 tokens performed at 69% accuracy, 15 percentage points above semantic chunking… Fixed-size: 512 tokens with 10-20% overlap."
Counter-intuitively, semantic chunking is not always better — it costs more and on common benchmarks underperforms recursive. Try recursive first, prove a benefit before paying for semantic.
For a doc with structured sections (Markdown, HTML, source code): split on heading boundaries first, then within each section use recursive. The structure encodes intent; ignoring it splits across topics.
Embeddings
The 2026 leaderboard shifts; the choice criteria don't:
MTEB score on your domain, not the global leaderboard.
Dimensions: 1024 is a good sweet spot for storage + speed; 3072 buys ~1–3% on big domains.
Multilingual: if your corpus is, the model must be (bge-multilingual-gemma2, multilingual-e5-large, voyage-multilingual-2).
Cost: at scale, 0.5–10× differences add up.
Specific 2026 contenders and what the practitioner field is reporting (premai-rag):
Model
Dim
Strengths
Cost (per 1M tokens, indicative)
voyage-3-large
1024
MTEB leader for many domains; cited "9.74% over OpenAI"
~$0.06
text-embedding-3-large (OpenAI)
3072 (or 1024)
Solid baseline; widely supported
~$0.13
bge-large-en-v1.5 (BAAI)
1024
Open-weight; can self-host
self-hosted
nomic-embed-text-v1.5
768
Open-weight, smaller
self-hosted
Run a domain eval before committing — leaderboards shift, your corpus is not the average corpus.
Hybrid retrieval with RRF
Dense embeddings are strong on semantic similarity; BM25 is strong on rare keywords (proper nouns, codes, acronyms). Hybrid search runs both and fuses the rankings.
Reciprocal Rank Fusion (RRF) is the standard fuser: (premai-rag)
RRF_score(d) = sum over retrievers of [ 1 / (k + rank_i(d)) ]
where k = 60 (the conventional constant)
For weighted hybrid (dense vs sparse not equal in your domain):
The 0.6 dense / 0.4 sparse baseline is a common starting point; tune on your eval set. Domains heavy in proper nouns / IDs / code (legal, finance, dev docs) often go the other way (0.4 / 0.6).
Top-K to retrieve before rerank: 20 is the documented sweet spot per the 2026 guides (premai-rag) — large enough that the relevant doc is in the candidate set, small enough that rerank latency stays under control.
Cross-encoder reranking
Bi-encoder retrieval (the embedding model) computes query and doc embeddings independently and compares with cosine; fast but ~accuracy ceiling. Cross-encoder reranking runs a model that sees query + candidate together with full attention, scoring each. Slower but much more accurate.
The standard pipeline per premai.io's writeup (premai-rag):
# Cross-encoder rerank — Cohere Rerank or BGE Reranker, etc.from sentence_transformers import CrossEncoder
reranker = CrossEncoder('BAAI/bge-reranker-v2-m3')
candidate_docs = hybrid_retrieve(query, top_k=20)
scores = reranker.predict([(query, doc.text) for doc in candidate_docs])
ranked = sorted(zip(candidate_docs, scores), key=lambda x: x[1], reverse=True)
top_5 = [doc for doc, _ in ranked[:5]]
Hosted alternatives: Cohere Rerank, Voyage Rerank, Jina Rerank — managed APIs with similar quality, easier to ship.
Reranking is the highest-ROI single change in most under-performing RAG systems. (premai-rag)
Context order matters
Once you have your top-5, the order matters. LLMs exhibit "lost in the middle" — content at the beginning and end of the context window is recalled better than content in the middle.
LLM context order (top → bottom):
- SYSTEM PROMPT
- USER QUERY
- TOP-RANKED CHUNK
- 2nd, 3rd
- 5th-ranked chunk ← weakest position; place least-critical here
- 4th-ranked
- QUERY (repeated, optional)
Empirically: highest-relevance chunk first AND last (sandwich) often outperforms strict descending order.
RAGAS evaluation
You can't improve what you can't measure. RAGAS gives you four interpretable metrics: (premai-rag)
Metric
What it asks
Threshold (warn / critical)
Faithfulness
Does the answer stick to retrieved context?
≥ 0.85 / < 0.70
Answer Relevancy
Does the answer address the question?
≥ 0.85
Context Precision
Are top contexts actually relevant?
≥ 0.75
Context Recall
Does the retrieved context contain the ground truth?
≥ 0.85
from ragas import evaluate
from ragas.metrics import faithfulness, answer_relevancy, context_precision, context_recall
result = evaluate(
dataset=eval_dataset, # questions + ground-truth answers + retrieved contexts
metrics=[faithfulness, answer_relevancy, context_precision, context_recall],
)
Build a small but representative eval set (50–200 questions) by hand once. Re-run on every change. Without an eval set, every "this is better" claim is vibes.
Target end-to-end: < 2s
Query embedding: 20–50 ms
Hybrid retrieval: 5–30 ms
Reranking (top-20): 30–100 ms
LLM generation: 500 ms – 3 s+
If you're outside this, the bottleneck is almost always LLM generation. Stream the response. Cache hot queries (semantic-cache over the question embedding).
Freshness and monitoring
Stale indexes are the silent killer. Monitor:
Document age at retrieval time. Alert when median age > N hours for real-time domains.
Zero-result rate: > 5% warn; > 15% critical (premai-rag). Often means the index is missing a recent corpus shift.
Query → top-1 doc cosine distribution. A leftward shift means matches are getting weaker.
RAGAS scores on a periodic sampled eval (e.g. nightly run).
Reindex cadence:
Domain
Cadence
Product catalog, regulatory
Daily
Customer support, news, real-time
Hourly
Internal docs (engineering, HR)
Weekly is often fine
Static reference (textbooks, archived)
Re-index on schema change only
Use change-data-capture (outbox-pattern-implementation) on the source systems to feed an incremental re-index pipeline.
What to log per query
- query, query_embedding_id
- retrieval candidates (id, score, retriever, rank)
- rerank scores
- final top-5 with chunks
- LLM input length, output, latency
- RAGAS scores (when ground truth is available, e.g. canary set)
- user feedback (thumbs up/down) if available
Structured logging — see structured-logging-design. OTel spans for each stage — opentelemetry-instrumentation.
Anti-patterns
Tuning the prompt before fixing retrieval
Symptom: Engineers spend a month on prompt engineering. RAGAS score barely moves.
Diagnosis: Faithfulness is high, but the wrong context is being retrieved. The LLM is doing its job; the retriever isn't.
Fix: Triage retrieval first. ~80% of failures are at chunking + retrieval. (premai-rag)
Cosine-only (dense-only) search
Symptom: Queries with proper nouns / IDs / acronyms ("CVE-2024-1234", "section 230") miss exact matches that BM25 finds trivially.
Diagnosis: No keyword retrieval; embedding cosine doesn't reliably match rare tokens.
Fix: Hybrid retrieval with RRF. Dense + BM25, fused.
No reranker
Symptom: Top-1 is often relevant but top-5 is mostly noise; LLM gets confused by low-quality context.
Diagnosis: Bi-encoder retrieval ceiling.
Fix: Cross-encoder rerank top-20 → top-5. The single highest-ROI change for most RAG systems. (premai-rag)
8000-token chunks "to give the LLM more context"
Symptom: Faithfulness drops; LLM cherry-picks irrelevant lines.
Diagnosis: Huge chunks dilute the relevant signal; the LLM has too many candidates inside one chunk.
Fix: 512 tokens with 10–20% overlap. Retrieval matches a focused chunk; LLM gets clarity.
50-token chunks "for precision"
Symptom: Retrieved chunk is missing the surrounding context the LLM needs.
Diagnosis: Sub-paragraph chunks lose pronoun resolution and structural context.
Fix: ~512 tokens. If sentences need pinning, a separate pass extracts them; chunks stay big enough to be self-contained.
No eval set
Symptom: "I think the new embedding model is better." How do you know?
Diagnosis: No measurable comparison.
Fix: 50–200 hand-curated questions with ground-truth answers; run RAGAS on every change.
Index never refreshed
Symptom: Faithfulness stays 0.9 but customer complaints climb. "Why does it think our policy is the 2023 version?"
Diagnosis: No reindex pipeline; corpus drift.
Fix: Daily / hourly reindex per domain; CDC feed for incremental updates. Monitor document-age metric.
Weighting hybrid 50/50 without trying anything else
Symptom: Hybrid is in place but no improvement over dense-only.
Diagnosis: Default weights aren't right for your domain.
Fix: Start 0.6 dense / 0.4 sparse; tune on eval set. Code/legal/finance often invert.
Tuning chunk size on a tiny eval set
Symptom: "512 worked best in my 5 questions." Production performance disagrees.
Diagnosis: Eval set too small to be statistically meaningful.
Fix: Eval set ≥ 100 representative queries. Use bootstrapping or confidence intervals on RAGAS scores.
Quality gates
Test: RAGAS eval on a 100+ question set runs in CI; PR fails if faithfulness drops > 0.05 or context precision drops > 0.05.
Test: zero-result rate measured per shard; alert if > 5%.
Test: index-freshness test — random sampled docs against current source; alert if median age > SLA.
Chunking: recursive, 512 tokens, 10–20% overlap, with structure-aware splits where the format permits (Markdown headings, code blocks).
Hybrid retrieval (BM25 + dense) with RRF fusion (k=60); weights tuned on eval.
Cross-encoder reranker in the pipeline; top-20 → top-5.
Embedding model chosen by MTEB-on-your-domain eval, not blog post hype.
RAGAS scores tracked over time; faithfulness ≥ 0.85, context precision ≥ 0.75 as gating thresholds.
Reindex cadence documented per domain (daily / hourly / weekly); CDC where the source supports it.
Per-query structured log with: query, candidates+scores per retriever, rerank scores, final top-5, generation latency. See structured-logging-design.
OTel spans across the four stages (embed → retrieve → rerank → generate). See opentelemetry-instrumentation.
LLM context order: highest-relevance first; consider sandwich (best at top + bottom).
Cost monitoring: cost per query (embeddings + LLM) trended; alert on 2× baseline.
Deterministic Audit
Before committing to a retrieval design (or reviewing another agent's), write it as a JSON
retrieval-pipeline-plan matching schemas/rag-retrieval-pattern-design-plan.schema.json
and run it through the deterministic auditor:
auditRagRetrievalPatternDesign(plan) (in scripts/rag_retrieval_pattern_design_audit.mjs)
turns this skill's fixed order of work and Quality Gates into machine-checkable rules over
structured fields — no keyword matching: dense-only or sparse-only retrieval instead of
hybrid+RRF, chunk sizes far from the 512-token baseline, overlap outside 10–20%, semantic
chunking adopted without a proven benefit over recursive, a missing reranker (the highest-ROI
change), a candidate set too small to rerank, an eval set below the 100-question bar, RAGAS
not gating CI, no reindex cadence, and unmonitored zero-result rates. It returns
{ pass, score, findings, recommendations }; examples/sample-input.json is the canonical
2026 stack (recursive 512/12%, hybrid RRF k=60, rerank 20→5, 150-question RAGAS eval, daily
reindex) and audits pass: true. Version history: CHANGELOG.md.
NOT for
Fine-tuning vs RAG decision — different problem; RAG wins in most production scenarios for fresh / large corpora. No dedicated skill yet.
Agentic / tool-use designs — adjacent; RAG is the retrieval primitive an agent uses, not the agent loop.
Vector DB operational tuning (HNSW M / ef_construction, IVFFlat lists) — adjacent; this skill assumes a working index.
General LLM prompt engineering — separate concern; the prompt structure here is fixed (context + question), the point is the content of the context.
Embedding model training / fine-tuning — separate skill (CLIP-aware embeddings, contrastive learning).
Multimodal RAG (images, audio) — overlapping but distinct.
