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research-project-scaffold Scaffolding academic research projects and refactoring existing ones for Alex-assisted workflows
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name research-project-scaffold description Scaffolding academic research projects and refactoring existing ones for Alex-assisted workflows tier extended applyTo **/*research*,**/*academic*,**/*scaffold*
Research Project Scaffold Skill
Scaffolding new academic research projects and refactoring existing ones for Alex-assisted workflows.
Purpose
Provide standardized structures and refactoring procedures for academic research projects that maximize Alex's ability to assist throughout the research lifecycle.
Scaffolding New Projects
Recommended Folder Structure
project-root/
├── .github/
│ ├── copilot-instructions.md # Research-specific Alex context
│ └── prompts/
│ └── literature-synthesis.prompt.md
├── docs/
│ ├── RESEARCH-PLAN.md # Objectives, timeline, milestones
│ ├── METHODOLOGY.md # Research design decisions
│ └── DECISION-LOG.md # Key decisions with rationale
├── data/
│ ├── raw/ # Untouched source data
│ ├── processed/ # Cleaned/transformed data
│ └── DATA-DICTIONARY.md # Variable definitions
├── analysis/
│ ├── scripts/ # Analysis code
│ ├── outputs/ # Generated figures, tables
│ └── notebooks/ # Exploratory analysis
├── writing/
│ ├── drafts/ # Work in progress
│ ├── figures/ # Publication-ready figures
│ └── submissions/ # Submitted versions
├── references/
│ ├── LITERATURE-MATRIX.md # Systematic literature tracking
│ ├── pdfs/ # Source papers (if permitted)
│ └── notes/ # Reading notes
└── README.md # Project overview
Essential Files
RESEARCH-PLAN.md Template # Research Plan: [Title]
## Research Questions
1. Primary: [Main question]
2. Secondary: [Supporting questions]
## Methodology
- Type: [Qualitative/Quantitative/Mixed/Case Study]
- Design: [Experimental/Survey/Longitudinal/etc.]
- Participants: [Sample description]
## Timeline
| Phase | Duration | Deliverable |
|-------|----------|-------------|
| Literature Review | Weeks 1-4 | LITERATURE-MATRIX.md complete |
| Data Collection | Weeks 5-12 | Raw data in data/raw/ |
| Analysis | Weeks 13-16 | Results in analysis/outputs/ |
| Writing | Weeks 17-20 | Draft in writing/drafts/ |
| Revision | Weeks 21-24 | Submission-ready manuscript |
## Success Criteria
- [ ] [Specific measurable outcome]
- [ ] [Publication target]
- [ ] [Other goals]
## Risks & Mitigations
| Risk | Likelihood | Mitigation |
|------|------------|------------|
| [Risk 1] | Medium | [Plan] |
LITERATURE-MATRIX.md Template # Literature Matrix
## Search Strategy
- Databases: [List sources]
- Keywords: [Search terms]
- Inclusion criteria: [What qualifies]
- Exclusion criteria: [What's out]
## Matrix
| Citation | Year | Methodology | Key Findings | Gaps | Relevance | Notes |
|----------|------|-------------|--------------|------|-----------|-------|
| Author1 et al. | 2024 | Controlled study | Finding X | Gap Y | ⭐⭐⭐ | Foundational |
| Author2 | 2023 | Survey (n=500) | Finding Z | — | ⭐⭐ | Supports H2 |
## Synthesis Notes
- Theme 1: [Pattern across sources]
- Theme 2: [Another pattern]
- Gap: [What's missing that your research addresses]
METHODOLOGY.md Template # Methodology
## Research Design
**Approach** : [Paradigm - positivist, interpretivist, pragmatic]
**Strategy** : [Case study, experiment, survey, ethnography, etc.]
## Data Collection
**Sources** : [What data, from where]
**Instruments** : [Surveys, interviews, logs, artifacts]
**Procedure** : [Step-by-step process]
## Analysis Method
**Technique** : [Thematic analysis, statistical tests, content analysis]
**Tools** : [Software, frameworks]
**Validation** : [Member checking, triangulation, statistical power]
## Ethical Considerations
- IRB Status: [Approved/Exempt/N/A]
- Consent: [Process]
- Data protection: [How handled]
## Limitations
1. [Known limitation and why acceptable]
2. [Another limitation]
copilot-instructions.md Template (Research Projects) # [Project Title] - Research Context
## Project Overview
[2-3 sentence summary of research focus and goals]
## Current Phase
- [x] Literature Review
- [ ] Data Collection
- [ ] Analysis
- [ ] Writing
## Key Files
- Research plan: docs/RESEARCH-PLAN.md
- Literature: references/LITERATURE-MATRIX.md
- Methodology: docs/METHODOLOGY.md
## Alex Guidance
- When reviewing literature: Add entries to LITERATURE-MATRIX.md
- When analyzing data: Document steps in DECISION-LOG.md
- When writing: Check references against LITERATURE-MATRIX.md
- Citation style: [APA 7 / Chicago / IEEE / etc.]
## Domain Context
[Key concepts, terminology, or background Alex needs]
## Quality Standards
- All claims require citations or data references
- Methodology decisions logged with rationale
- Raw data never modified (work from processed/)
Refactoring Existing Projects
Assessment Checklist Run this audit on any existing research project:
## Research Project Audit
### Structure Assessment
- [ ] Has dedicated .github/ folder with copilot-instructions.md
- [ ] Data separated: raw vs processed
- [ ] Clear separation: analysis code vs writing
- [ ] References organized and tracked
### Documentation Assessment
- [ ] Research questions documented
- [ ] Methodology decisions recorded
- [ ] Literature systematically tracked (not scattered notes)
- [ ] Decision rationale captured
### Alex-Readiness Assessment
- [ ] Context file exists (copilot-instructions.md or equivalent)
- [ ] Current phase clearly marked
- [ ] Key terminology defined
- [ ] Citation style specified
### Data Management Assessment
- [ ] Raw data preserved unchanged
- [ ] Data dictionary exists
- [ ] Analysis reproducible
- [ ] Sensitive data protected
Refactoring Procedure
Phase 1: Inventory (Non-Destructive)
Create inventory file :
# Refactoring Inventory - [Project Name]
## Current Structure
[Tree output of existing folders]
## Identified Files by Type
### Writing/Drafts
- file1.docx - [description]
### Data
- dataset.csv - [raw/processed?]
### Analysis
- script.py - [purpose]
### References
- [scattered papers, notes]
### Unknown/Misc
- [files needing classification]
Identify gaps :
Missing: RESEARCH-PLAN? METHODOLOGY? LITERATURE-MATRIX?
Undocumented: Key decisions made but not recorded?
Scattered: References in multiple locations?
Phase 2: Scaffold Creation
Create target structure (empty folders):
mkdir .github docs data data/raw data/processed analysis writing references
Create missing essential files:
RESEARCH-PLAN.md (even if retrospective)
METHODOLOGY.md
LITERATURE-MATRIX.md
copilot-instructions.md
Populate retrospectively:
Extract research questions from drafts
Document methodology from what was done
Build literature matrix from existing citations
Phase 3: File Migration Principle : Move, don't copy (avoid duplicates). Use git.
git mv old-data.csv data/raw/
git mv cleaned-data.csv data/processed/
git mv draft-v3.docx writing/drafts/
git mv analysis.py analysis/scripts/
Migration mapping template :
Original Location New Location Action data.csvdata/raw/original-data.csvRename + move data_cleaned.csvdata/processed/data-cleaned.csvMove paper.docxwriting/drafts/paper-v1.docxVersion + move notes.txtreferences/notes/reading-notes.mdConvert + move
Phase 4: Retroactive Documentation Fill in documentation from what exists:
RESEARCH-PLAN.md : Extract from proposal, drafts, or reconstruct
DECISION-LOG.md : Interview yourself about choices made
LITERATURE-MATRIX.md : Build from reference list in drafts
DATA-DICTIONARY.md : Document variables from analysis code
Retroactive documentation prompts :
"What was I trying to answer?"
"Why did I choose this method over alternatives?"
"What did Author X contribute to my thinking?"
"What does this variable actually represent?"
Phase 5: Link Updates
Update any internal links in documents
Update file paths in analysis scripts
Update .gitignore for new structure
Update any build/compile scripts
Phase 6: Validation
Best Practices
By Research Phase Phase Alex Integration Key Actions Planning Research design consultation Create RESEARCH-PLAN.md, set up structure Literature Summarization, gap analysis Build LITERATURE-MATRIX.md systematically Data Collection Instrument review, protocol checking Document in METHODOLOGY.md Analysis Code review, interpretation checking Log decisions, version scripts Writing Drafting, citation checking, editing Use references/ for fact-checking Revision Peer review response, formatting Track versions in writing/submissions/
Common Refactoring Patterns Smell Refactoring All files in root Create folder hierarchy Data mixed with analysis Separate data/raw, data/processed, analysis/ Multiple draft versions scattered Consolidate in writing/drafts with clear naming References in random locations Centralize in references/ No context for AI assistance Create copilot-instructions.md Decisions made but not recorded Create retrospective DECISION-LOG.md Literature notes disorganized Build structured LITERATURE-MATRIX.md
File Naming Conventions # Data files
data/raw/survey-responses-2024-01-15.csv # Source + date
data/processed/survey-clean-v2.csv # Description + version
# Writing
writing/drafts/paper-draft-01.md # Numbered versions
writing/submissions/journal-name-2024-03.pdf # Venue + date
# Analysis
analysis/scripts/01-data-cleaning.py # Numbered sequence
analysis/scripts/02-descriptive-stats.py
analysis/outputs/figure-1-demographics.png # Matches paper reference
Version Control Practices
Commit at logical checkpoints (completed section, working analysis)
Use meaningful commit messages: "Add literature synthesis for RQ1"
Tag important versions: git tag submission-v1
Never commit sensitive data (use .gitignore)
Integration with Other Skills
academic-research : Use for methodology guidance, committee navigation
practitioner-research : Use for publication workflows (Ship→Document→Promote)
project-scaffolding : Base patterns for folder structure
bootstrap-learning : For learning new research methods
academic-research : For manuscript preparation
Clinical Research Extension Patterns from Lithium Alzheimer's prevention research project (Feb 2026)
Clinical Research Folder Structure project-root/
├── .github/
│ └── copilot-instructions.md
├── clinical/
│ ├── IRB-PROTOCOL.md # Full IRB submission document
│ ├── IRB-SELECTION-GUIDE.md # IRB comparison if no internal IRB
│ ├── INFORMED-CONSENT.md # English consent form
│ ├── INFORMED-CONSENT-ES.md # Spanish translation
│ ├── INFORMED-CONSENT-PT.md # Portuguese translation
│ ├── CASE-REPORT-FORMS.md # Data collection instruments
│ ├── SCREENING-CHECKLIST.md # Eligibility criteria forms
│ ├── FUNDING-STRATEGY.md # Grant/funding applications
│ └── MASTER-CHECKLIST.md # Project-wide task tracker
├── literature/
│ ├── LITERATURE-MATRIX.md # Systematic evidence tracking
│ ├── PRIMARY-SOURCES.md # Key papers with PMIDs
│ ├── CLINICAL-TRIALS.md # Existing trial summaries
│ └── EPIDEMIOLOGICAL-STUDIES.md # Population-level evidence
├── research/
│ └── RESEARCH-PROTOCOL.md # Scientific methodology
├── analysis/
│ ├── EVIDENCE-SYNTHESIS.md # Meta-analysis results
│ └── HYPOTHESIS-EVALUATION.md # Systematic claim validation
├── docs/
│ ├── EXECUTIVE-SUMMARY.md # Leadership/stakeholder brief
│ ├── CLINICAL-IMPLICATIONS.md # Provider guidance
│ ├── STUDY-GOALS.md # Research objectives
│ └── FUTURE-RESEARCH.md # Next steps, Phase 2+
└── README.md # 3-minute pitch + overview
IRB Protocol Template Sections
Protocol Information — Title, version, sponsor, IND status
Principal Investigators — Names, credentials, roles, contacts
Study Synopsis — Background, rationale, objectives, design
Study Population — Inclusion/exclusion criteria with rationale
Study Intervention — What is being tested, dosing, duration
Study Procedures — Visit schedule, assessments, data collection
Safety Monitoring — Adverse event definitions, reporting, stopping rules
Data Management — Collection, storage, HIPAA compliance
Statistical Analysis — Power calculation, analysis plan
Ethical Considerations — Risk/benefit, consent process, vulnerable populations
Inclusion/Exclusion Criteria Pattern ### Inclusion Criteria
1. Age ≥ [minimum] years
2. [Clinical condition or symptom]
3. [Baseline test values] (e.g., eGFR > 60)
4. Ability to provide informed consent
5. Willing to comply with study procedures
### Exclusion Criteria
1. **Organ impairment** : [specific threshold]
2. **Current medication use** : [contraindicated drugs]
3. **Comorbid conditions** : [list with rationale]
4. **Concurrent medications** due to interaction risk:
- [Drug class 1] (rationale)
- [Drug class 2] (rationale)
5. **Pregnancy or planning pregnancy**
6. **Life expectancy < [study duration]**
External IRB Selection (Non-Academic Settings) IRB Cost Range Timeline Best For Sterling IRB $1,500-3,000 2-3 weeks Supplement studies Solutions IRB $1,000-2,500 2-3 weeks Budget-conscious Advarra $2,000-4,000 2-4 weeks Academic spinoffs WCG IRB $2,500-5,000 2-4 weeks Large commercial
Budget : Add $2,000-3,000 for IRB fees + 4-6 weeks to timeline.
Evidence Confidence Levels Level Meaning Basis HIGH Strong consensus Multiple RCTs, mechanisms confirmed MODERATE Promising Animal studies, small human trials LOW Emerging Case reports, theoretical basis only INSUFFICIENT Unknown No quality evidence available
Stakeholder Materials
README.md — 3-minute pitch for decision-makers
EXECUTIVE-SUMMARY.md — 1-page BLUF for busy executives
CLINICAL-IMPLICATIONS.md — Provider-focused guidance
Clinical Research Localization For multi-language studies, maintain parallel informed consent documents. Use standard suffixes:
Language Suffix Example English (none) INFORMED-CONSENT.md Spanish -ES INFORMED-CONSENT-ES.md Portuguese -PT INFORMED-CONSENT-PT.md Chinese -ZH INFORMED-CONSENT-ZH.md
Quick Commands # New project setup
mkdir -p .github/prompts docs data/{raw,processed} analysis/{scripts,outputs} writing/{drafts,figures} references/notes
touch docs/RESEARCH-PLAN.md docs/METHODOLOGY.md docs/DECISION-LOG.md references/LITERATURE-MATRIX.md .github/copilot-instructions.md README.md
# Audit existing project
find . -type f -name "*.md" -o -name "*.csv" -o -name "*.py" | head -50
# Migration with git tracking
git mv source destination
Troubleshooting Issue Solution Project too messy to audit Start with just essential files, refactor incrementally Lost track of versions Use git log, create retrospective changelog Data too sensitive for repo Use .gitignore, document in DATA-DICTIONARY.md what exists Analysis scripts break after move Update relative paths, consider using project root as working directory Can't remember decisions Check email, drafts, commit messages for clues
This skill makes research projects Alex-ready from day one, or gets them there through systematic refactoring.