199 lines
7.3 KiB
Markdown
199 lines
7.3 KiB
Markdown
# Research Pitfalls - Known Patterns to Avoid
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## Purpose
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This document catalogs research mistakes discovered in production use, providing specific patterns to avoid and verification strategies to prevent recurrence.
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## Known Pitfalls
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### Pitfall 1: Configuration Scope Assumptions
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**What**: Assuming global configuration means no project-scoping exists
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**Example**: Concluding "MCP servers are configured GLOBALLY only" while missing project-scoped `.mcp.json`
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**Why it happens**: Not explicitly checking all known configuration patterns
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**Prevention**:
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```xml
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<verification_checklist>
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**CRITICAL**: Verify ALL configuration scopes:
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□ User/global scope - System-wide configuration
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□ Project scope - Project-level configuration files
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□ Local scope - Project-specific user overrides
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□ Workspace scope - IDE/tool workspace settings
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□ Environment scope - Environment variables
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</verification_checklist>
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```
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### Pitfall 2: "Search for X" Vagueness
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**What**: Asking researchers to "search for documentation" without specifying where
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**Example**: "Research MCP documentation" → finds outdated community blog instead of official docs
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**Why it happens**: Vague research instructions don't specify exact sources
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**Prevention**:
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```xml
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<sources>
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Official sources (use WebFetch):
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- https://exact-url-to-official-docs
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- https://exact-url-to-api-reference
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Search queries (use WebSearch):
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- "specific search query {current_year}"
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- "another specific query {current_year}"
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</sources>
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```
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### Pitfall 3: Deprecated vs Current Features
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**What**: Finding archived/old documentation and concluding feature doesn't exist
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**Example**: Finding 2022 docs saying "feature not supported" when current version added it
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**Why it happens**: Not checking multiple sources or recent updates
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**Prevention**:
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```xml
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<verification_checklist>
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□ Check current official documentation
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□ Review changelog/release notes for recent updates
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□ Verify version numbers and publication dates
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□ Cross-reference multiple authoritative sources
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</verification_checklist>
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```
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### Pitfall 4: Tool-Specific Variations
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**What**: Conflating capabilities across different tools/environments
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**Example**: "Claude Desktop supports X" ≠ "Claude Code supports X"
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**Why it happens**: Not explicitly checking each environment separately
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**Prevention**:
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```xml
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<verification_checklist>
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□ Claude Desktop capabilities
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□ Claude Code capabilities
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□ VS Code extension capabilities
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□ API/SDK capabilities
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Document which environment supports which features
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</verification_checklist>
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```
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### Pitfall 5: Confident Negative Claims Without Citations
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**What**: Making definitive "X is not possible" statements without official source verification
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**Example**: "Folder-scoped MCP configuration is not supported" (missing `.mcp.json`)
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**Why it happens**: Drawing conclusions from absence of evidence rather than evidence of absence
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**Prevention**:
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```xml
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<critical_claims_audit>
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For any "X is not possible" or "Y is the only way" statement:
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- [ ] Is this verified by official documentation stating it explicitly?
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- [ ] Have I checked for recent updates that might change this?
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- [ ] Have I verified all possible approaches/mechanisms?
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- [ ] Am I confusing "I didn't find it" with "it doesn't exist"?
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</critical_claims_audit>
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```
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### Pitfall 6: Missing Enumeration
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**What**: Investigating open-ended scope without enumerating known possibilities first
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**Example**: "Research configuration options" instead of listing specific options to verify
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**Why it happens**: Not creating explicit checklist of items to investigate
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**Prevention**:
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```xml
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<verification_checklist>
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Enumerate ALL known options FIRST:
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□ Option 1: [specific item]
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□ Option 2: [specific item]
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□ Option 3: [specific item]
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□ Check for additional unlisted options
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For each option above, document:
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- Existence (confirmed/not found/unclear)
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- Official source URL
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- Current status (active/deprecated/beta)
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</verification_checklist>
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```
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### Pitfall 7: Single-Source Verification
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**What**: Relying on a single source for critical claims
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**Example**: Using only Stack Overflow answer from 2021 for current best practices
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**Why it happens**: Not cross-referencing multiple authoritative sources
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**Prevention**:
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```xml
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<source_verification>
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For critical claims, require multiple sources:
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- [ ] Official documentation (primary)
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- [ ] Release notes/changelog (for currency)
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- [ ] Additional authoritative source (for verification)
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- [ ] Contradiction check (ensure sources agree)
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</source_verification>
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```
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### Pitfall 8: Assumed Completeness
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**What**: Assuming search results are complete and authoritative
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**Example**: First Google result is outdated but assumed current
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**Why it happens**: Not verifying publication dates and source authority
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**Prevention**:
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```xml
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<source_verification>
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For each source consulted:
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- [ ] Publication/update date verified (prefer recent/current)
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- [ ] Source authority confirmed (official docs, not blogs)
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- [ ] Version relevance checked (matches current version)
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- [ ] Multiple search queries tried (not just one)
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</source_verification>
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```
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## Red Flags in Research Outputs
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### 🚩 Red Flag 1: Zero "Not Found" Results
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**Warning**: Every investigation succeeds perfectly
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**Problem**: Real research encounters dead ends, ambiguity, and unknowns
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**Action**: Expect honest reporting of limitations, contradictions, and gaps
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### 🚩 Red Flag 2: No Confidence Indicators
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**Warning**: All findings presented as equally certain
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**Problem**: Can't distinguish verified facts from educated guesses
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**Action**: Require confidence levels (High/Medium/Low) for key findings
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### 🚩 Red Flag 3: Missing URLs
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**Warning**: "According to documentation..." without specific URL
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**Problem**: Can't verify claims or check for updates
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**Action**: Require actual URLs for all official documentation claims
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### 🚩 Red Flag 4: Definitive Statements Without Evidence
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**Warning**: "X cannot do Y" or "Z is the only way" without citation
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**Problem**: Strong claims require strong evidence
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**Action**: Flag for verification against official sources
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### 🚩 Red Flag 5: Incomplete Enumeration
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**Warning**: Verification checklist lists 4 items, output covers 2
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**Problem**: Systematic gaps in coverage
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**Action**: Ensure all enumerated items addressed or marked "not found"
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## Continuous Improvement
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When research gaps occur:
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1. **Document the gap**
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- What was missed or incorrect?
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- What was the actual correct information?
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- What was the impact?
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2. **Root cause analysis**
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- Why wasn't it caught?
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- Which verification step would have prevented it?
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- What pattern does this reveal?
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3. **Update this document**
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- Add new pitfall entry
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- Update relevant checklists
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- Share lesson learned
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## Quick Reference Checklist
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Before submitting research, verify:
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- [ ] All enumerated items investigated (not just some)
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- [ ] Negative claims verified with official docs
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- [ ] Multiple sources cross-referenced for critical claims
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- [ ] URLs provided for all official documentation
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- [ ] Publication dates checked (prefer recent/current)
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- [ ] Tool/environment-specific variations documented
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- [ ] Confidence levels assigned honestly
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- [ ] Assumptions distinguished from verified facts
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- [ ] "What might I have missed?" review completed
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---
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**Living Document**: Update after each significant research gap
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**Lessons From**: MCP configuration research gap (missed `.mcp.json`)
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