| name | guided-learning |
| version | 3.0.0 |
| description | Run structured learning sessions using a spiral curriculum. Each session covers 1-3 concepts with adaptive explanations, comprehension checks, interactive HTML visualizations, and spaced recall. Supports three entry points: (1) continue an existing learning roadmap, (2) name a topic to bootstrap a roadmap from scratch, or (3) provide a PDF/URL/text to learn from immediately. Use when the learner wants to study, learn, continue their roadmap, work through concepts, review what they've learned, get quizzed, understand a paper or article, or start learning a new topic from zero.
|
Guided Learning — Spiral Curriculum Sessions
Purpose
Run structured learning sessions through a literature-backed concept collection using a spiral curriculum approach. Each session covers 1-3 concepts with explanations, comprehension checks, and hands-on application — including interactive HTML visualizations for concepts that benefit from them.
Prerequisites
The skill uses the following vault structure. All of these are created automatically by the bootstrapper if they don't exist — you don't need to set anything up manually.
| Path | Purpose | Created by |
|---|
learning/learning-roadmap.md | Ordered list of concepts grouped by cluster and pass | Bootstrapper or manual |
learning/recall-queue.md | Spaced repetition tracker | Bootstrapper or first session |
learning/protocols/ | Session protocols (learning journal) | First session |
learning/interactives/ | Generated HTML visualizations | First interactive build |
concepts/ | Atomic concept notes (Zettelkasten-style) | Bootstrapper, teach-from-source, or manual |
research/glossary.md | Domain glossary | First session |
For manual setup, see the examples/ directory for starter templates.
Configuration
Adapt these paths and references to your vault. The skill uses them throughout:
# Paths (relative to vault root)
roadmap: learning/learning-roadmap.md
recall_queue: learning/recall-queue.md
protocols_dir: learning/protocols/
interactives_dir: learning/interactives/
concepts_dir: concepts/
glossary: research/glossary.md
skill_logs_dir: SKILLS/guided-learning/logs/
# Interactive HTML
css_file: learning/interactives/interactive.css
build_script: learning/interactives/build.sh
Domain Modes
The skill supports three domain modes that adapt session framing — comprehension checks, connection mapping prompts, and application context — to the learner's situation. The core explanation approach (Phase 1) stays the same across all modes; what changes is the lens through which the learner is asked to demonstrate and apply understanding.
Mode detection (Phase 0): Do NOT require manual configuration. Instead, detect the mode automatically during the first session:
- Read the concept notes and roadmap. Academic papers, citations, and research questions signal
research. Corporate/industry content, project documentation, and process descriptions signal professional. Mixed or personal content signals self-study.
- If ambiguous, ask the learner once at the start of the first session: "Your concepts look like [X] — should I frame sessions for academic writing, workplace application, or personal learning?" One question, then remember the answer for all future sessions.
- Store the choice in the recall queue file header or a comment in the roadmap, so subsequent sessions pick it up without re-asking.
The learner can override the mode at any time by saying "switch to professional mode" or similar.
research (default)
Academic context: papers, Related Work, reviewer simulation, dissertation argument maps, advisor pitches. Best for PhD students, postdocs, and researchers working through academic literature.
Comprehension checks ask the learner to pitch at a conference, defend to a reviewer, write Related Work sentences, or connect to hypotheses. Connection mapping prompts reference dissertation argument maps and academic discourse.
professional
Workplace/industry context: stakeholder presentations, decision memos, team explanations, project applications. Best for professionals learning domain knowledge for their work (e.g., learning data science for product management, learning education theory for L&D roles).
Comprehension checks ask the learner to brief their manager, defend a design decision to a skeptical colleague, write risk assessments, or connect to current projects. Connection mapping prompts reference team knowledge architectures and decision dependencies.
self-study
Personal learning context: teaching analogies, blog post drafts, practical projects, self-assessment. Best for independent learners working through a topic systematically.
Comprehension checks ask the learner to explain at a dinner table, draft blog post openers, respond to Twitter skeptics, or connect to portfolio projects. Connection mapping prompts reference personal concept maps and learning trajectories.
When to Use
- The learner wants to study or work through their literature
- The learner asks to continue their learning roadmap
- The learner references a specific concept they want to understand
- The learner asks for an interactive explanation of something
- The learner names a topic they want to learn (no existing roadmap required — triggers bootstrapper)
- The learner provides a PDF, URL, or paste they want to understand (triggers teach-from-source mode)
Input
One of:
- No input → pick the next unchecked item from the learning roadmap
- Cluster name → work on the next item in that cluster
- Concept name → jump to that specific concept
- "continue" → resume from last session
- A topic (e.g., "I want to learn Bayesian statistics") → triggers the Bootstrapper (see below)
- A PDF path, URL, or pasted text → triggers Teach-from-Source mode (see below)
Bootstrapper — Zero-to-First-Session in 5 Minutes
When the learner names a topic but has no roadmap, concept notes, or vault structure yet, the skill bootstraps everything needed to start learning immediately.
When it triggers
- The learning roadmap does not exist or is empty
- The learner provides a topic rather than a concept name (e.g., "I want to learn about reinforcement learning", "teach me UX research methods", "help me understand transformer architectures")
What it does
-
Ask one clarifying question: "What's your goal with [topic]? Are you learning this for research, for work, or personal interest?" This also sets the domain mode.
-
Generate a starter roadmap with 10-20 concepts organized into 3-5 clusters:
- Use the learner's stated goal to pick relevant sub-topics
- Order clusters by dependency (foundations first)
- Each concept gets one line in the roadmap checklist
- Write the roadmap to
learning/learning-roadmap.md
-
Generate stub concept notes for each concept in the roadmap:
- Create one file per concept in
concepts/
- Each stub has: title, a 2-3 sentence core claim (from the agent's knowledge), empty Evidence and Implications sections, and placeholder source links
- These are starting points, not finished notes — the learner (or other skills like literature-intake) can enrich them later
-
Create the recall queue (empty table) and the learning/protocols/ directory
-
Create the glossary with a header and the first few key terms from the topic
-
Announce what was created: List the clusters, concept count, and invite the learner to review and adjust before starting. Show the roadmap structure briefly.
-
Offer to start immediately: "Your roadmap has [N] concepts in [M] clusters. Want to start with the first one, or review and adjust the roadmap first?"
Quality guidelines
- Don't over-generate. 10-20 concepts is enough for a solid foundation. The learner can always add more later. Breadth over exhaustiveness.
- Name concepts clearly. Use descriptive titles that make sense in isolation: "Cohen's Kappa" not "Metric 3", "Retrieval-Augmented Generation" not "Advanced Technique".
- Cluster names should be meaningful. "Statistical Foundations" not "Cluster 1".
- Respect the learner's level. If someone says "I'm new to this", start with more foundational concepts. If they say "I know the basics, I want the advanced stuff", skip introductory material.
- Stub notes should be useful, not empty. The core claim should be accurate enough that the agent can teach from it in Pass 1. It's OK to use training knowledge for stubs — they'll be enriched with sources later.
Teach-from-Source — Learn from a PDF, URL, or Paste
When the learner provides a specific source (PDF, URL, or pasted text) rather than a topic or concept name, the skill extracts concepts and teaches them in a single session flow.
When it triggers
- The learner provides a file path to a PDF or text file
- The learner provides a URL to an article, paper, or documentation page
- The learner pastes a block of text they want to understand
- The learner says something like "teach me this paper", "explain this article", "help me understand this"
What it does
-
Extract the source content:
- PDF: read the full text (use available PDF reading tools)
- URL: fetch and extract the main content (use WebFetch or similar)
- Paste: use the provided text directly
-
Identify 3-7 key concepts from the source:
- Each concept should be a distinct, teachable idea
- Order them by dependency (foundational concepts first)
- For academic papers: align with the paper's structure (background concepts, the main contribution, methodology, key findings)
- For articles/docs: extract the main ideas and their building blocks
-
Create a temporary session plan (announced to the learner, not necessarily written to a file):
- "I found [N] key concepts in this source: [list]. I'll teach them in order, starting with [first concept]."
- Ask: "Want me to cover all of them, or focus on specific ones?"
-
For each selected concept, run a condensed session:
- Explain using the appropriate archetype (Phase 1 logic), drawing on the source text as primary material
- Build an interactive if the concept warrants it (Phase 1b logic)
- Comprehension check (Phase 2 logic, one check per concept)
- Skip Phase 3 (application) and Phase 3b (connection mapping) for speed — this is a first-encounter mode, not deep study
- Concepts that deserve deeper treatment get flagged for the full session flow later
-
After the session, offer to persist:
- "Want me to add these concepts to your learning roadmap for deeper study later?"
- If yes: create concept notes in
concepts/, add them to the roadmap (or create one if it doesn't exist — chain into Bootstrapper), and schedule recall
- If no: just write a session protocol and move on
Guidelines
- Teach, don't summarize. The learner can read the source themselves. The value is in explanation, context, prerequisite filling, and comprehension checking.
- Stay faithful to the source. When teaching from a specific paper or article, the explanations should reflect what that source actually says, not generic knowledge about the topic.
- Handle prerequisites. If the source assumes knowledge the learner doesn't have (detected via prerequisite probing), explain those first — even if they're not in the source itself.
- Respect scope. A 3-page blog post yields 2-3 concepts. A 30-page paper yields 5-7. Don't force more concepts than the source supports.
Session Flow
Phase 0: Orient (1 min)
- Check for bootstrapper or teach-from-source triggers (see sections above). If triggered, follow that flow instead of the standard session flow.
- Read the learning roadmap to find the next unchecked concept(s)
- Determine which pass we're in (1 = Overview, 2 = Working Understanding, 3 = Fluency)
- Detect or recall domain mode (see Domain Modes section). On the first session, infer from content or ask. On subsequent sessions, read the stored preference.
- Tell the learner: "We're in Pass X, Cluster Y: cluster name. Next up: concept name."
- If resuming, briefly recall what was covered last session
Phase 0.5: Spaced Recall Check (2-5 min)
Before teaching anything new, check whether any previously learned concepts are due for recall.
- Read the recall queue. Find all entries where
next_recall is today or earlier.
- If there are due items, pick up to 2 for this session. If more than 3 are overdue, prioritize previously "fuzzy" or "blank" items, then those with the lowest interval. Defer the rest by 3 days — don't let recall crowd out new learning. Ask the learner a one-sentence recall prompt for each selected item:
- "Quick recall — what's the core claim of [concept name]?"
- Or: "In one sentence, why does [concept name] matter for your research?"
- Evaluate the response:
- Solid — the learner nails the core idea without hesitation. Advance to the next interval (3d -> 7d -> 21d -> done). If already at 21d, remove from the queue — the concept is retained.
- Fuzzy — the learner gets the gist but is imprecise or misses a key nuance. Keep the same interval and reschedule. Add a brief note about what was fuzzy.
- Blank — the learner can't recall the core idea. Reset to 3d interval. Flag the concept for a brief refresher (2-3 sentences) before moving on.
- If no items are due, skip this phase silently.
- Log recall results in the session protocol under "## Recall checks".
Recall queue format (learning/recall-queue.md):
# Recall Queue
| concept | learned | interval | next_recall | last_result | notes |
|---------|---------|----------|-------------|-------------|-------|
| [[concept-slug]] | YYYY-MM-DD | 7d | YYYY-MM-DD | solid | — |
| [[concept-slug]] | YYYY-MM-DD | 3d | YYYY-MM-DD | fuzzy | missed key implication |
Intervals: 3d -> 7d -> 21d -> removed. On "fuzzy", repeat same interval. On "blank", reset to 3d.
Phase 1: Context & Explain
Read the concept note and its source paper summaries silently.
Assess concept complexity before deciding session depth:
| Complexity | Signals | Session depth |
|---|
| Light | Familiar territory, single clear claim, no math | ~10 min total, can pair with another concept |
| Medium | New mechanism or method, some statistical reasoning | ~20 min, standard session |
| Heavy | Unfamiliar math, multi-step process, requires prerequisites the learner doesn't have | ~30-40 min, single concept only |
Announce the assessment: "This one is [light/medium/heavy] — [one-line reason]." Adjust all subsequent phases proportionally. Don't spend 20 min on a concept that clicks in 5. Don't rush a concept that needs 35.
Prerequisite probe (before explaining):
Before launching into the main concept, identify its 1-3 key prerequisites — the terms or ideas
the learner must already understand for the explanation to land. Ask a brief warm-up question
about each prerequisite. If they are shaky on any, cover it first as a mini-module before the main
explanation. Don't assume familiarity with statistical or mathematical terms even if they seem standard.
Starting at the right level avoids false-start explanations that need to be rebuilt from scratch.
Pass 1 (Overview) — adaptive explanation:
The goal is for the learner to understand the core idea and why it matters for their research. Different concepts call for different narrative shapes — don't use the same structure every time. Choose the approach that fits the concept, and vary your style across sessions so each one feels fresh.
Explanation archetypes (pick the best fit, or blend two):
- Misconception flip — Start with the common/surface understanding, reveal why it's incomplete, rebuild correctly. Best for concepts where the obvious interpretation is wrong.
- Problem-first — Open with a concrete problem the learner faces in their research, then show how this concept solves it. Best for practical or design concepts where motivation matters more than mechanism.
- Contrast — "You already know X from [prior concept]. This is like X except..." Best when building on prior knowledge, especially within the same cluster.
- Historical narrative — "People tried A, then B, then this concept emerged because..." Best for field-evolution concepts where the journey illuminates why the destination matters.
- Worked example — Walk through concrete numbers from the learner's domain, let the pattern emerge from the math before naming it. Best for statistical and mathematical concepts.
Guardrails across all approaches:
- Start from what the learner already knows — connect to prior sessions, their existing work, or everyday intuition
- One analogy maximum. If it breaks at the edges, say where: "This analogy stops working when..."
- Land it specifically in the learner's research — their system, their hypotheses, their experimental design, their next paper. Not generic consequences.
- Build incrementally. No skipped steps, no "it's obvious that..."
- Keep it conversational — paragraphs that flow, not bullet walls. Warm, curious, a little irreverent.
Pass 2 (Working Understanding):
The learner already has the intuition from Pass 1. Now go deeper into how and how well.
- Method walkthrough: Step through the algorithm, process, or framework with concrete numbers from the learner's domain. Don't just describe — trace execution on a realistic example. Show the moving parts.
- Evidence evaluation: Walk through the key study behind this concept. Cover sample size, study design, effect sizes, and statistical tests used. Don't just report findings — evaluate them: "This effect size is [strong/modest], based on [N] participants, in [domain], which means..."
- Limitations and boundary conditions: Where does this concept break? Under what sample sizes, domains, or conditions does the finding not hold?
- Cross-concept comparison: Explicitly compare with related concepts already covered. What does this add that the other doesn't? Where do they agree, where do they conflict?
- Application mapping: Where exactly does this concept appear (or should appear) in the learner's work — submitted papers, experimental designs, system architecture?
Pass 3 (Fluency):
The learner understands the concept and its mechanism. Now they need to wield it in academic discourse — writing, argumentation, and synthesis.
- Paper reading: Read the key sections of the original paper together. Discuss methodology choices: what did the authors do well? What are the weak points?
- Argumentation practice: The learner writes a paragraph that deploys this concept in an argument — Related Work, Discussion, or Limitations section. Then stress-test it with reviewer simulation.
- Synthesis: How does this concept combine with 2-3 others to form a larger argument? The learner should articulate the argument chain.
- Counter-evidence and honest limitations: Name the strongest objection to this concept. Identify papers or findings that weaken it.
- Teaching test: Explain this concept to a hypothetical student who needs to implement it.
Phase 1b: Launch Interactive in Background (concurrent with Phase 1)
Immediately after delivering the Phase 1 explanation, check whether this concept warrants an interactive HTML visualization (see "Choosing the application method" in Phase 3). If yes:
- Launch a background subagent (Agent tool,
run_in_background: true) to build the interactive HTML file.
- Pass the subagent the full concept content, the CSS design system path, the build script path, and the output filename.
- The subagent should follow all Interactive HTML Guidelines below.
- Do not wait — proceed immediately to Phase 2 (Comprehension Check). The learner reads your explanation while the interactive builds.
- When the subagent completes, announce it before the learner answers the comprehension check prompt: "The interactive is ready — open
learning/interactives/YYYY-MM-DD_concept-slug.html and explore it before answering."
- If the concept does not warrant an interactive (e.g., it's a writing or scenario exercise), skip this phase entirely.
Why this order matters: The interactive reinforces the explanation visually before the learner has to reproduce the concept — not after. Seeing the model in motion gives them something concrete to reason about during the comprehension check.
Phase 2: Explore Interactive + Comprehension Check (5-10 min)
If an interactive was built, the learner explores it first — before answering the comprehension check. The interactive is a study tool, not a reward after the test.
- Announce the interactive and invite the learner to explore it freely.
- After exploring, ask the comprehension check question — pick ONE from the pool below. Do not reuse the same format two sessions in a row. Track the last format used in the execution log (
check_format field).
Comprehension check pool — pick by pass, domain mode, and variety:
Use the pool matching the configured domain_mode. Checks marked "(shared)" are identical across all modes. Do not reuse the same format two sessions in a row.
research mode (default)
Pass 1 (any of these):
- Conference pitch: "Explain this to a fellow researcher at a poster session."
- Elevator pitch: "You have 30 seconds — sell me on why this concept matters for your research."
- Predict the outcome: "If [specific variable] changes from X to Y, what happens and why?" (shared)
- Spot the flaw: Present a deliberately wrong one-sentence summary. "What's wrong with this claim: '[flawed statement]'?" (shared)
- Analogy check: "Come up with your own analogy for this concept — different from the one I used." (shared)
- What breaks?: "If we ignored this concept entirely in your system, what would go wrong?"
Pass 2 (any of these):
- Advisor pitch: "How would you explain this mechanism to your advisor?"
- Two-concept bridge: "How does this connect to [[previously-learned-concept]]? What does one give you that the other doesn't?" (shared)
- Design decision: "You're building your system — where exactly does this concept change your design, and how?"
- Devil's advocate: "I think [opposing claim]. Convince me I'm wrong using this concept." (shared)
- Evidence check: "What's the strongest piece of evidence for this claim, and what's its biggest limitation?"
- Predict the failure: "Under what conditions would this approach fail? Give a concrete example from your domain."
Pass 3 (any of these):
- Related Work sentence: "Write the one sentence you'd put in a Related Work section about this."
- Reviewer simulation: "I'm Reviewer 2 and I say your use of this concept is superficial. Defend it."
- Hypothesis link: "Which of your hypotheses does this concept support, and how would you cite it as evidence?"
- Counter-argument: "Name one paper or concept that could be used to argue against this claim." (shared)
- Teach it: "Explain this to a student who has never read the paper. They need to understand it well enough to implement it."
- Write the limitation: "Write the 2-sentence limitation paragraph for this concept as it applies to your system."
professional mode
Pass 1 (any of these):
- Team standup: "Explain this to your team in 30 seconds at standup."
- Stakeholder pitch: "Your VP asks why this matters for the product. What do you say?"
- Predict the outcome: "If [specific variable] changes from X to Y, what happens and why?" (shared)
- Spot the flaw: Present a deliberately wrong one-sentence summary. "What's wrong with this claim: '[flawed statement]'?" (shared)
- Analogy check: "Come up with your own analogy for this concept — different from the one I used." (shared)
- What breaks?: "If your team ignored this concept, what would go wrong in production?"
Pass 2 (any of these):
- Manager briefing: "Write a one-paragraph briefing for your manager on this."
- Two-concept bridge: "How does this connect to [[previously-learned-concept]]? What does one give you that the other doesn't?" (shared)
- Design decision: "You're architecting the system — where does this change your design?"
- Devil's advocate: "I think [opposing claim]. Convince me I'm wrong using this concept." (shared)
- Cost-benefit: "What's the cost of implementing this vs. the cost of not implementing it?"
- Predict the failure: "Under what conditions would this fail in a real deployment?"
Pass 3 (any of these):
- Decision memo: "Write the one-paragraph recommendation for the decision doc."
- Pushback simulation: "Your skeptical colleague says this is over-engineered. Defend it."
- Project link: "Which current project would benefit most from this, and how?"
- Counter-argument: "Name one paper or concept that could be used to argue against this claim." (shared)
- Teach it: "Explain this to a new team member who starts Monday."
- Write the risk: "Write the 2-sentence risk assessment for NOT applying this."
self-study mode
Pass 1 (any of these):
- Dinner table: "Explain this to a curious friend over dinner."
- Elevator pitch: "In one sentence, why should anyone care about this?"
- Predict the outcome: "If [specific variable] changes from X to Y, what happens and why?" (shared)
- Spot the flaw: Present a deliberately wrong one-sentence summary. "What's wrong with this claim: '[flawed statement]'?" (shared)
- Analogy check: "Come up with your own analogy for this concept — different from the one I used." (shared)
- What breaks?: "If this concept didn't exist, what problems would remain unsolved?"
Pass 2 (any of these):
- Teach a friend: "How would you explain the mechanism to someone smart but unfamiliar?"
- Two-concept bridge: "How does this connect to [[previously-learned-concept]]? What does one give you that the other doesn't?" (shared)
- Build something: "If you were building a project using this, what's the first thing you'd implement?"
- Devil's advocate: "I think [opposing claim]. Convince me I'm wrong using this concept." (shared)
- Evidence check: "What's the strongest piece of evidence for this claim, and what's its biggest limitation?"
- Edge case: "What's the weirdest or most extreme scenario where this still applies?"
Pass 3 (any of these):
- Blog post opener: "Write the opening paragraph of a blog post explaining this."
- Skeptic response: "Someone on Twitter says this concept is overrated. Draft your reply."
- Portfolio link: "How would you demonstrate understanding of this in a portfolio project?"
- Counter-argument: "Name one paper or concept that could be used to argue against this claim." (shared)
- Teach it: "Explain this to a motivated beginner. They want to understand, not just memorize."
- Write the caveat: "Write the 2-sentence 'but here's the catch' paragraph."
If gaps appear, re-explain those parts. Don't move on until the core idea clicks.
Phase 3: Apply (5-15 min, scaled to complexity)
Choose the application method based on concept type.
For HTML-interactive concepts where an interactive was already built, Phase 3 becomes guided deep exploration: ask the learner to try a specific preset or parameter combination that illustrates a non-obvious insight or edge case, then discuss what they see.
For non-interactive concepts, choose from:
A) Interactive HTML Visualization — for concepts that are inherently visual/dynamic:
- Statistical concepts (distributions, ROC curves, Bayesian posteriors, calibration curves)
- Sequential processes (adaptive testing, probabilistic models)
- Tradeoff spaces (accuracy-coverage, cost-quality)
- System architectures (pipeline flows, routing logic)
Create a self-contained HTML file with:
- Interactive controls (sliders, toggles, input fields)
- Real-time visualization that responds to parameter changes
- Brief explanatory text embedded in the page
- "What to notice" prompts that guide exploration
- Realistic values from the learner's research domain
- Save to
learning/interactives/YYYY-MM-DD_concept-slug.html
B) Scenario Exercise — for design/decision concepts:
- Present a realistic scenario from the learner's domain and ask how they would apply the concept
- Connect to the learner's actual research questions or experimental data where possible
C) Writing Exercise — for argumentation and framing:
- Draft a paragraph for Related Work using this concept
- Write a hypothesis that builds on this concept
- Critique a claim using this concept as counter-evidence
- Rewrite a weak claim from a draft using this concept as support
Choosing the application method:
Prefer A for concepts that involve numbers, processes, or tradeoffs. Use B when the concept is about decision-making or system design. Use C when the concept is about framing, argumentation, or positioning — and always consider C in Pass 3.
Phase 3b: Connection Mapping (2-5 min)
After the application exercise, always close with connections. This is not optional — linking new knowledge to existing knowledge is what makes it stick.
Pass 1: "Which 1-2 concepts you've already learned does this remind you of, support, or tension with?" Keep it lightweight. If the learner draws a blank, suggest one connection and ask if they see it. When listing previously covered concepts, use human-readable titles, not raw wikilink slugs.
Pass 2: "How does this concept change or strengthen your understanding of [[specific-previously-learned-concept]]?" Pick a specific concept from an earlier cluster that relates.
Pass 3 (use the variant matching the configured domain_mode):
- research: "If you were drawing the argument map for your dissertation, where does this concept sit? What does it support, and what supports it?"
- professional: "If you were mapping the knowledge architecture for your team, where does this concept sit? What decisions does it inform, and what prerequisites does it need?"
- self-study: "If you were drawing a concept map of everything you've learned in this area, where does this sit? What supports it, and what does it enable?"
The learner should identify at least 2 upstream and 1 downstream connection.
If new connections are discovered that aren't in the concept notes, update the wikilinks in the relevant concept files.
Phase 4: Update & Log (2 min)
- Update roadmap: Check off the concept in the learning roadmap
- Link protocol from roadmap: Add an indented protocol link below the checked-off concept:
- [x] [[concept-slug]]
- [[learning/protocols/YYYY-MM-DD_concept-slug|protocol]]
- Suggest paper status update: List all source papers referenced in this session and their current
status. Suggest updating them to skimmed (Pass 1) or read (Pass 2/3). Wait for the learner to confirm before changing any status.
- Update progress summary at the top of the roadmap
- Update glossary: Add any key terms introduced during the session to the glossary (alphabetical order, with research-domain context)
- Schedule recall: Add the concept to the recall queue with
interval: 3d and next_recall set to today + 3 days. If the concept is already in the queue (Pass 2/3 revisit), reset its interval to 3d.
- Write session protocol to
learning/protocols/YYYY-MM-DD_concept-slug.md (see template below)
- Write execution log to
SKILLS/guided-learning/logs/YYYY-MM-DD_sessionNN.md (see Execution Logging section)
- Ask: "Want to do another concept, or is this a good stopping point?"
Interactive HTML Guidelines
When creating interactive HTML pages:
Multi-Concept Sessions
If concepts are closely related (e.g., two from the same cluster in the same pass), they can be covered in a single session. Rules:
- Never exceed 3 concepts per session
- Depth over breadth — it's better to deeply understand 1 concept than to skim 3
- If the learner seems fatigued or distracted, wrap up early
- Light complexity concepts can be paired; heavy concepts always get a solo session
Quality Bar
A session is successful when the learner can:
| Pass | Success Criterion |
|---|
| Pass 1 | State the core idea in one sentence and say why it matters for their research |
| Pass 2 | Explain the mechanism AND identify how it connects to >=2 other concepts |
| Pass 3 | Use the concept fluently in writing or argumentation without prompting |
Struggle Patterns
Track recurring correction types to adapt explanations preemptively.
In every execution log, categorize each correction given during the session using one or more of these tags:
| Tag | Meaning | Example |
|---|
implication-gap | Understands the mechanism but misses the "so what" for their system | "Undersold the routing implication" |
terminology-confusion | Confuses or misuses a technical term | "Used 'calibration' when meaning 'correlation'" |
math-gap | Lacks prerequisite statistical/mathematical knowledge | "Didn't know what Cohen's kappa measures" |
scope-creep | Explains too broadly, loses the specific claim | "Described all of Bayesian stats instead of the specific method" |
shallow-framing | Describes the algorithm but not why it matters or when to use it | "Described EM steps but couldn't say when DS beats MV" |
connection-blind | Fails to see how this concept relates to previously learned ones | "Didn't connect annotation quality to uncertainty quantification" |
Every 5 sessions, review the logs and count tag frequencies. If any tag appears in >=3 of the last 5 sessions:
- Surface it to the learner: "I've noticed a pattern — [tag] has come up in X of our last 5 sessions."
- Adapt explanations: For
implication-gap, always end explanations with an explicit "What this means for your system" paragraph. For math-gap, extend the prerequisite probe. For terminology-confusion, add a glossary sidebar to the session. And so on.
- Log the adaptation in the CHANGELOG if it becomes a permanent skill change.
Adaptation & Self-Improvement
This skill self-improves. After every 5 sessions, briefly review the logs:
- Which application methods worked best for which concept types?
- Which concepts needed re-explanation?
- Is the cluster ordering effective or should it be adjusted?
- Are sessions the right length?
- Check struggle pattern frequencies (see above)
- Note improvements in CHANGELOG.md
Session Protocol
After each session, write a human-readable protocol to learning/protocols/YYYY-MM-DD_concept-slug.md. This is the learning journal — it captures what worked, what needed correction, and what to revisit. Unlike the execution log (which is operational), the protocol is written for the learner to review later.
---
date: YYYY-MM-DD
pass: <1|2|3>
cluster: <cluster name>
concept: <concept wikilink slug>
complexity: <light|medium|heavy>
duration: ~XX min
comprehension: <passed|partial|needs-revisit>
---
# Session: <concept title in plain language>
## Recall checks
- <concept recalled>: <solid|fuzzy|blank> — <brief note if fuzzy/blank>
- <omit this section if no recalls were due>
## What we covered
- <bullet points: key ideas explained>
## How we learned it
- <which methods were used: conversational explanation, interactive HTML, scenario exercise, writing exercise, connection mapping>
## Artifacts
- <link to any interactives created, e.g. `[[learning/interactives/YYYY-MM-DD_concept-slug.html]]`>
- <omit this section if no artifacts were created>
## What worked well
- <which moments, presets, examples, or methods produced "aha" moments>
## Corrections given
- <any terminology fixes, misconceptions addressed, or gaps filled during the comprehension check>
## Connections made
- <which concepts the learner linked this to, and how>
## Next up
- <what concept comes next on the roadmap>
Obsidian Formatting
Use Obsidian Flavored Markdown to make learning protocols rich:
- LaTeX:
$formula$ and $$block$$ for mathematical notation — essential when concepts involve statistics, probability, or metrics
- Callouts:
> [!question] for comprehension checks, > [!tip] for key insights, > [!example] for worked examples
- Mermaid diagrams: process flows, concept relationship maps, decision trees
- Highlights:
==key insight== for the "aha" moments worth remembering
Execution Logging
After each session, write a log to SKILLS/guided-learning/logs/YYYY-MM-DD_sessionNN.md (where NN is the next session number):
YAML quoting rule: Always quote all string values in frontmatter. Unquoted ~20 parses as null, bare none parses as null, and strings with colons or dashes can break Obsidian's YAML parser. Only leave numeric and boolean values unquoted.
---
skill: "guided-learning"
version: "3.0.0"
trigger: "<how the session was initiated>"
pass: <1|2|3>
cluster: "<cluster name>"
concepts_covered:
- "<concept-1>"
- "<concept-2>"
complexity: "<light|medium|heavy>"
application_method: "<html-interactive|scenario|writing|connection-mapping>"
check_format: "<conference-pitch|elevator-pitch|predict-outcome|spot-flaw|analogy-check|what-breaks|advisor-pitch|two-concept-bridge|design-decision|devils-advocate|evidence-check|predict-failure|related-work|reviewer-sim|hypothesis-link|counter-argument|teach-it|write-limitation|team-standup|stakeholder-pitch|manager-briefing|cost-benefit|decision-memo|pushback-sim|project-link|write-risk|dinner-table|teach-a-friend|build-something|edge-case|blog-post-opener|skeptic-response|portfolio-link|write-caveat>"
artifacts_created:
- "<path to interactive HTML or other output>"
comprehension_check: "<passed|partial|needs-revisit>"
recall_results:
- concept: "<concept-slug>"
result: "<solid|fuzzy|blank>"
struggle_tags:
- "<implication-gap|terminology-confusion|math-gap|scope-creep|shallow-framing|connection-blind>"
session_duration_minutes: "<approximate, e.g. ~20>"
status: "<completed|partial|needs-followup>"
issues: "<any problems encountered>"
user_corrections: "<any feedback the learner gave about the process>"
---
## Session Notes
<Brief narrative: what was covered, what clicked, what needs revisit>