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学院模块 8 · The full workflow

Recipes: research, decisions, and reading

第 2 课,共 3 课14 分钟

你将学到

  • you can turn a folder of papers into a research workspace you can question: ingest, domain vocabulary, topic map, ask
  • you can run a decision log where decisions are captured verbatim and later revisions surface as "Superseded" trails
  • you can grow a reading log where books and articles become entities and living collections keep themselves current
  • you can name the panel to reach for at each stage: Extraction, Domain vocabulary, Topic map, Revisions, Collections

A folder named "to read" holds forty paper PDFs, a few of them scans. This lesson wires the parts you already know into three recipes for folders like that: a research workspace, a meeting-and-decision log, and a reading log. What changes between them is only which panels you lean on.

All three run on the same machinery. Markdown goes in, whether you wrote it or a live feed brought it, and background extraction builds the knowledge graph. Curation panels keep that graph accurate, and every answer arrives with the source sentence behind it.

Recipe 1: a research workspace from a folder of papers

Back to that folder, plus the dozen article links you keep meaning to read. The goal: ask questions that reach across all forty, like "who else built on this method?", instead of reopening PDFs one at a time. Your originals never change, because the app reads a copy and organizes what's inside.

From PDFs to a graph you can question

  1. Open the wizard

    Sidebar → "Extract sources" (or ⌘⇧I). First-timers pass a quick sign-in and the one-time "Before you extract" primer, then you're in.

  2. Load the intake

    Drag the folder of PDFs in. Add articles through "Add manually" → "Add URL" (paste as many as you like, one per line). Two buttons look alike, so don't mix them up: the X on a row only drops it from this list, while Ban ("Exclude from extraction") writes it into .consilienceignore for good.

  3. Press "Import"

    The five-stage checklist starts. Text-heavy PDFs read through a fast local path. Scanned or graphics-heavy ones go through vision OCR, and their figures come out as real image files under attachments/.

  4. Let stages 2 through 5 work for you

    "Getting to know your topics" reads your own papers first and builds a domain vocabulary before extraction begins. "Organizing into themes" closes the run by finding and naming themes ("N themes").

  5. Finish on the done card

    The "Your documents are ready" card offers two exits: "Ask a question about your documents" and "Knowledge graph". Take the question.

Pipeline stageWhat it does
"Reading your files"Deterministic conversion. Every source becomes a faithful markdown note, and your originals are attached, never altered.
"Getting to know your topics"A quick AI pass builds a domain vocabulary (reading persona, entity types, canonical predicates) so extraction fits your field.
"Extracting the knowledge graph"The AI reads each note and writes entities plus typed relations into your graph.
"Connecting related items"Entity resolution proposes merges for near-duplicates and suggests relationships. Nothing applies on its own.
"Organizing into themes"Finds and names communities across the fresh graph ("N themes").

You don't have to wait in silence. Send a chat message mid-build and the "Knowledge graph still building" dialog pops up, since an answer right now would search a half-finished graph.

It offers "Send when extraction finishes" or "Send now", and whatever you pick is remembered for the rest of the build. Held messages wait in a strip above the composer, each with "Send without waiting", "Edit and requeue", and "Remove". Saving a single note never gates like this; it only shows a quiet hint.

Expected outcome. Now you can ask questions that span papers, because the graph lets the AI follow connections from note to note until it reaches a complete answer. On any entity page, hover a connection chip and the exact sentence behind the fact appears, cited as "{note} · line {n}".

  • "Topic map" in the left rail: named themes, each with a summary.
  • "Summary note": pulls a theme's notes and concepts into one hub note (a map of content, or MOC).
  • "Map mode" in the view settings: your themes spread out like continents on a map.

The refinement loop. That auto-built vocabulary is only a draft. Open "Domain vocabulary" in the left rail, press "Teach the AI your field", tweak the predicates it learned, and Save. To bring the forty papers you already imported up to the new vocabulary, run the Extraction panel's "Re-extract everything", or chain the whole loop with the Lifecycle panel's one-click "Tune up AI search": Domain vocabulary → Re-extraction → Synonym check → Relationship check → Topic map.

快速自测

Halfway through a 40-PDF import you ask the chat a question about one of the papers. What happens?

Recipe 2: a meeting log that remembers what you decided

The setup: weekly product meetings, one markdown note each. Six months later, someone asks: "what did we decide about the Atlas launch, and when did it change?"

Folders and tags can't answer that. They file your notes; they don't read them. The statement layer can, because it caught your decisions verbatim as you wrote them.

With "Capture your decisions and questions" on (it's on by default), extraction saves the author's own sentences, word for word, as statements: decisions, open questions, claims, quotes, plus standing preferences, values, stances. Each one is tied to the entities it's about, a quote from someone else carries its attribution, and a stance wears a favor/against/neutral polarity badge. On every entity page they show up under "In your words", grouped by kind.

Two meeting notes, months apart
meetings/product sync (March).md
  "Meeting notes, March 4, 2026."
  "We'll launch Atlas in early June."

meetings/product sync (May).md
  "Meeting notes, May 12, 2026."
  "Decision: the Atlas launch moves to September."

Revisions panel, later:
  NEW      "Decision: the Atlas launch moves to September."
  REVISES  "We'll launch Atlas in early June."
  product sync (May) → product sync (March)

Run the decision log

  1. Write meetings as plain notes

    One note per meeting. Just make sure the note states its own date, in frontmatter or in the prose. Cross-note revision ordering follows the date the note gives, never the file's modified time.

  2. Decide in clear sentences

    "We'll launch Atlas in early June." gets captured word for word. "maybe we should think about June" is hedged musing, so it's left out. Write the decision plainly and the AI keeps your exact sentence, verbatim.

  3. Save and move on

    Background extraction runs quietly the moment you save. No ceremony, no dialog. The file-tree badge clears once the note is current.

  4. Ask the entity page

    Open the Atlas entity page (⌘⇧L for the entity table, "Filter by name…", click the row) and read "In your words" → Decisions.

  5. Review revisions

    Knowledge graph view → left rail → "Revisions". Each row pairs NEW against REVISES. Press "Confirm" to mark the earlier decision superseded across the app, or "Reject" to dismiss it (remembered forever). High-confidence pairs apply on their own as "Applied", always with an "Undo". "Recompute all" re-scans the whole workspace.

Expected outcome. On the Atlas page, the March decision shows struck through, with a "Superseded" badge and a "Superseded by {note}" link that opens the May note. You can answer "what did we decide, and when did it change?" straight from a readable trail built out of your own sentences.

快速自测

Your March note says "We'll launch Atlas in early June." A newer note revises it, but that newer note gives no date anywhere. What does Revisions do with the pair?

Recipe 3: a reading log that compounds

The setup: books as epubs, long-form articles as URLs, the occasional lecture recording. You want your reading to build into something connected: which authors keep reappearing, which ideas bridge two books.

Build the reading log

  1. Ingest as you read

    Drop epubs and PDFs into "Extract sources", and paste article links through "Add URL". Audio gets transcribed in the cloud. Authors, works, and ideas come out as typed entities.

  2. Add your own voice

    Write a short markdown note for each book: what you took from it, where you disagree. When you save, extraction ties your sentences to the same entities the book produced, and your clear claims land under "In your words".

  3. Browse your reading as data

    ⌘⇧L opens the entity table on "All entities", sorted by Notes descending, so the most-mentioned authors and ideas float to the top. "Filter by name…" narrows it, and clicking a row opens that entity's page.

  4. Build a living collection

    Graph canvas → Collections FAB → "New collection". Start from a type, narrow with "Only ones connected to…", pivot with "Hop to a connected type…", filter with "≥ N mentions", then Apply and give it a name.

  5. Review when you come back

    Come back after six or more hours away, and if there's real news, the graph greets you with "While you were away": new entities as chips, plus themes that grew or newly appeared.

Expected outcome. A reading workspace that answers back: the entity table shows who and what dominates your reading, and "Show on canvas" throws exactly the filtered rows you're looking at onto the 3D graph. Nothing here is a snapshot. Collections re-evaluate against the live graph every time they render, so the counts move as your notes do.

快速自测

You finish a book you imported as an epub, then write your own short note on where you disagree with it. You press save. What happens to that note?

One pipeline, three stories

Strip away the story and the three recipes are the same five moves. Once you see the pattern, you can improvise your own recipe for any domain: a job search, a home renovation, a thesis.

MoveWhereRecipe moment
Capture"Extract sources" wizard, or just saving notesPapers and epubs in; meeting notes captured silently as you write
Teach"Domain vocabulary"Canonical predicates for your field; re-extract so old notes catch up
Curate"Synonyms" · "Entity types" · "Relationships" · "Revisions"Merge duplicate labels, type entities, confirm decision revisions
ExploreGraph view · "Entity table" · "Topic map"Map mode for themes, living collections, "Show on canvas"
AskChat"Ask a question about your documents"; answers follow graph connections, source sentence on hover

Wrap-up

  • Research workspace: wizard in, five stages run, answers that cite the source sentence out. Then refine with "Domain vocabulary" and re-extraction.
  • Decision log: dated notes and clear sentences in; "In your words" and "Revisions" give you a self-maintaining trail of what changed and when.
  • Reading log: books and articles in; the entity table and living collections turn reading into a network that compounds.
  • Same machinery every time: capture → teach → curate → explore → ask.

Next, the same five moves run a full investigation, from a pile of scattered sources to a conclusion you can cite.

Recipes: research, decisions, and reading · Consilience Academy