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UX Research/research-repository

Research Repository

You need to structure a research insight repository for reusable findings.

Use this when a team wants to make research findings reusable across projects and time. Without a repository, insights die in slide decks and Google Docs. This skill produces the structure for a research repository: taxonomy, tagging schema, nugget format, connection rules, and governance. It does not create the repository itself -- it creates the blueprint the team implements in their tool of choice (Notion, Dovetail, Airtable, or a shared drive).

Related skills: Uses the Research Nugget format from /interview-synthesis as the atomic unit of insight. Findings from /research-synthesize feed into the repository. /research-readout pulls from the repository when building stakeholder presentations. /research-prioritize uses the repository to surface what's already known before planning new research.

Process

Step 1: Gather inputs

Ask the user to provide:

  1. Team size and roles -- who produces research? Who consumes it? (Researchers, PMs, designers, engineers, executives?)
  2. Research volume -- how often does the team run studies? (Weekly, monthly, quarterly?) How many findings per study?
  3. Current state -- where do insights live today? (Slide decks, Confluence, Notion, nowhere?) What's the main pain?
  4. Tool preference -- what tool will house the repository? (Notion, Dovetail, Airtable, Google Sheets, Confluence, other?)
  5. Products and domains -- what products, features, or user segments does the team research?
  6. Existing personas -- does the team have defined personas or segments? (Link to /persona-draft output if available.)

Step 2: Design the taxonomy

The taxonomy defines how insights are organized so people can find them later. Design 3-5 facets:

## Research Repository Blueprint -- (Team/product, date)

### Taxonomy

| Facet | Purpose | Example values |
|---|---|---|
| Theme | What topic area does this insight belong to? | Onboarding, Checkout, Navigation, Trust, Pricing, Collaboration |
| Product area | Which part of the product does this relate to? | (Product-specific: Dashboard, Mobile app, API, Admin panel) |
| User segment | Which users does this apply to? | (Persona names or segments: New users, Power users, Enterprise admins) |
| Research method | How was this insight gathered? | Interview, Usability test, Survey, Analytics, Support tickets, Competitive analysis, Observational study / contextual inquiry |
| Confidence | How strong is the evidence? | Strong (3+ sources), Moderate (1-2 sources), Emerging (single signal) |

Taxonomy rules:

  • 3-5 facets is the sweet spot. Fewer than 3 makes search too broad. More than 5 makes tagging too burdensome and people stop doing it.
  • Every facet must answer a real question someone would ask when looking for insights: "What do we know about onboarding?" (theme), "What did enterprise users say?" (segment), "How confident are we?" (confidence).
  • Facet values should be mutually exclusive within a facet but an insight can have multiple values across facets.
  • Start with 5-8 values per facet. Let them grow organically rather than pre-defining every possible value.

Step 3: Define the nugget format

A research nugget is the atomic unit of insight. It must be small enough to reuse across contexts but rich enough to be meaningful on its own.

### Nugget format

Each nugget follows this structure (matching the /interview-synthesis Research Nuggets format):

| Field | Description | Example |
|---|---|---|
| Nugget ID | Unique identifier | NUG-2026-047 |
| Insight | One-sentence finding, stated as a fact | "New users don't understand what the product does until they complete their first project." |
| Quote | Verbatim participant quote that grounds the insight | "I signed up but I still didn't get it until I actually made something." |
| Interpretation | What this means for the product or business | This suggests onboarding should be task-oriented, not feature-touring. First-project completion is the activation metric. |
| Source | Study name, date, participant ID | Onboarding interviews, 2026-03, P04 |
| Tags | Taxonomy values | Theme: Onboarding; Segment: New users; Method: Interview; Confidence: Strong |
| Linked decisions | What product decisions this informed | Redesigned onboarding flow (Q2 2026), Activation metric change |
| Status | Current relevance | Active / Superseded / Archived |

### Nugget quality criteria
- **Insight must be falsifiable.** "Users want a better experience" is not a nugget. "Users abandon setup when asked for billing before seeing value" is.
- **Quote is mandatory.** No quote means no evidence. Use "[paraphrased]" only if verbatim wasn't captured.
- **One insight per nugget.** If a finding contains two distinct ideas, split into two nuggets.
- **Interpretation must include "so what."** Why should anyone care about this insight? What should change?

Step 4: Set connection rules

Insights gain value when connected to each other and to decisions. Define how nuggets relate:

### Connection rules

**Nugget-to-nugget connections:**
- **Supports:** Another nugget provides corroborating evidence from a different source or method
- **Contradicts:** Another nugget provides conflicting evidence (flag for further research)
- **Extends:** Another nugget adds nuance or context to this finding

**Nugget-to-artifact connections:**
- **Informed:** Links to product decisions, designs, or features this insight influenced
- **Sourced from:** Links to the full study report, synthesis doc, or readout
- **Referenced in:** Links to presentations, PRDs, or strategy docs that cited this insight

**Connection triggers:**
- When adding a new nugget, search existing nuggets for the same theme + segment combination. Flag potential supports/contradicts.
- When a product decision is made, link it to the nuggets that informed it.
- When a nugget is cited in a document, add a "Referenced in" connection.

**Contradiction protocol:**
When two nuggets contradict each other:
1. Note both with a "Contradicts" connection
2. Compare confidence levels and recency
3. If unresolved, flag as a research question for `/research-prioritize`

Step 5: Define governance

A repository without governance becomes a graveyard. Define who maintains it and how:

### Governance

**Contribution rules:**
| Who | Contributes what | When |
|---|---|---|
| Researcher / PM | New nuggets from studies | Within 1 week of study completion |
| Anyone | Nuggets from ad-hoc signals (support tickets, sales calls, analytics) | As encountered |
| Repository owner | Taxonomy updates, deduplication, archival | Monthly review |

**Quality review:**
- New nuggets reviewed by (role) within (timeframe) before marked Active
- Review checks: Is the insight falsifiable? Is the quote real? Are tags accurate? Is confidence rated honestly?

**Freshness rules:**
| Age | Action |
|---|---|
| < 6 months | Active -- cite freely |
| 6-12 months | Review -- still valid? Check against recent data |
| 12+ months | Archive candidate -- mark Archived unless revalidated |
| Superseded | Mark Superseded with link to newer nugget |

**Repository owner:** (Name/role -- one person accountable for repository health)
**Review cadence:** Monthly 30-min review to deduplicate, archive stale nuggets, update taxonomy
**Onboarding:** New team members get a 15-min walkthrough of the repository during onboarding

Step 6: Diagnose research adoption maturity

Before finalizing, use Churchill's research adoption lifecycle to diagnose where the organization stands. Most repositories fail at the awareness-to-understanding gap.

  1. Awareness -- people know research exists
  2. Understanding -- people can interpret it
  3. Adoption -- people use it in decisions
  4. Implementation -- it changes what gets built
  5. Adaptation -- teams modify findings for their context
  6. Appropriation -- the insight becomes organizational knowledge

Diagnostic question: "Where is your org on the research adoption lifecycle?" If the team is stuck at awareness, investing in taxonomy refinement is premature. Fix discoverability and communication first. If the team is at adoption, the repository design matters more because people are actively trying to find and use insights.

Step 7: Review and validate

Ask the user:

  • Does the taxonomy match how your team actually asks questions? Try: "What do we know about (theme) for (segment)?" If the taxonomy answers that, it's working.
  • Is the nugget format lightweight enough that people will actually fill it in? If it takes more than 5 minutes to write a nugget, it's too heavy.
  • Who is the repository owner? Without a named owner, the repository will decay within 3 months.
  • What's the minimum viable start? You don't need to backfill everything. Start with the next study and build forward.
  • Where will this live? (Notion database, Dovetail, Airtable, spreadsheet?) The tool matters less than the habit.

Output location

Present the repository blueprint as formatted text in the conversation. The user copies it into their team documentation and uses it to configure their chosen tool.

Example Output

Input

  • Team size and roles: 6-person team at Meridian Health — 2 UX researchers, 3 product managers, 1 content strategist; consumers include engineering leads and a VP of Product who reviews quarterly readouts
  • Research volume: 2–3 studies per month, averaging 8–12 nuggets per study; occasional ad-hoc signals from support tickets and NPS comments
  • Current state: Insights live in Google Slides decks named things like "Patient Portal Research - FINAL v3." PMs can't find old studies. The VP asked last quarter what was known about appointment scheduling and nobody could answer confidently.
  • Tool preference: Notion (already used for product specs and roadmap)
  • Products and domains: Patient portal (web + mobile), provider-facing scheduling dashboard, onboarding for new patients, insurance verification flow
  • Existing personas: Three defined segments — Established Patients (frequent portal users), New Patients (first 90 days), and Care Coordinators (provider-side staff)

Output

Research Repository Blueprint — Meridian Health, July 2026


Taxonomy

FacetPurposeExample values
ThemeWhat topic area does this insight belong to?Onboarding, Appointment Scheduling, Insurance Verification, Notifications, Trust & Privacy, Navigation, Care Coordination
Product areaWhich part of the product does this relate to?Patient Portal (Web), Patient Portal (Mobile), Scheduling Dashboard, Insurance Flow, Admin Panel
User segmentWhich users does this apply to?New Patients, Established Patients, Care Coordinators, Caregivers (proxy accounts)
Research methodHow was this insight gathered?Interview, Usability Test, Survey, NPS / Support Ticket, Analytics, Competitive Analysis
ConfidenceHow strong is the evidence?Strong (3+ sources), Moderate (1–2 sources), Emerging (single signal)

Taxonomy rules for Meridian:

  • When tagging Theme, choose the topic the insight is about, not the study it came from. An insurance study may yield a Trust insight.
  • Confidence must be rated honestly. NPS comments alone are Emerging. Two usability tests + an interview round is Strong.
  • Start with the 7 Theme values above. Add only when a new value appears in 3+ nuggets — avoid pre-inventing categories.

Nugget Format

Each nugget is one Notion database record. Every field below is required before status is set to Active.

FieldDescriptionExample
Nugget IDAuto-generated unique IDNUG-2026-031
InsightOne falsifiable sentence"New Patients abandon insurance verification when asked to enter their member ID before the portal explains where to find it."
QuoteVerbatim participant quote"I looked everywhere on the card. I didn't know if it was the group number or the other number." — P07
InterpretationSo what — what should change?The field label and helper text are insufficient. An annotated insurance card diagram at the point of entry would reduce abandonment. This is a candidate for the Q3 Insurance Flow redesign.
SourceStudy name, date, participant IDInsurance Verification Usability Test, 2026-05, P07
TagsTaxonomy valuesTheme: Insurance Verification; Product: Insurance Flow; Segment: New Patients; Method: Usability Test; Confidence: Strong
Linked decisionsProduct decisions this informedInsurance flow redesign (Q3 2026 roadmap), helper text copy update (shipped June 2026)
StatusCurrent relevanceActive / Superseded / Archived

Nugget quality criteria:

  • Falsifiable or it doesn't count. "Patients find insurance confusing" is not a nugget. "Patients on mobile can't locate their member ID without leaving the app" is.
  • Quote is mandatory. If verbatim wasn't captured, write "[paraphrased]" and flag for lower confidence.
  • One insight per nugget. If a finding covers abandonment and trust concerns, split into NUG-031 and NUG-032.
  • Interpretation must answer: "What should Meridian do differently because of this?"

Connection Rules

Nugget-to-nugget:

RelationshipWhen to use
SupportsA survey result corroborates what an interview revealed about scheduling friction
ContradictsEstablished Patients report confidence with appointment changes; New Patients report the opposite for the same flow
ExtendsA new nugget adds that the confusion is worse on mobile — nuancing an existing desktop finding

Nugget-to-artifact:

RelationshipWhen to use
InformedLink to the Notion spec, Figma file, or roadmap item this nugget shaped
Sourced fromLink to the full synthesis doc or /research-readout slide deck
Referenced inLink to PRDs, QBR decks, or VP presentations that cited this nugget

Connection triggers for Meridian:

  • When adding a nugget tagged Appointment Scheduling + New Patients, search existing nuggets with the same two tags before saving. Flag any Supports or Contradicts.
  • When a PM links a roadmap item to a nugget, they add a "Informed" connection — this is a required field in the Meridian sprint planning template.
  • When the VP pulls scheduling insights for a quarterly readout, all cited nuggets get a "Referenced in" link back to the deck.

Contradiction protocol:

  1. Tag both nuggets with a "Contradicts" relation to each other.
  2. Compare confidence levels and study dates. The more recent, higher-confidence nugget takes precedence for now.
  3. Add a Notion comment: "Unresolved contradiction — candidate for /research-prioritize backlog."
  4. Flag to repository owner at monthly review.

Governance

Contribution rules:

WhoContributes whatWhen
UX ResearchersNuggets from formal studiesWithin 5 business days of study completion
Product ManagersNuggets from sales calls, support ticket patterns, NPS signalsAs encountered; batch weekly
Content StrategistNuggets from readability tests, terminology confusionWithin 1 week of any content testing
Repository OwnerTaxonomy updates, deduplication, archival decisionsMonthly review (first Tuesday of each month)

Quality review:

  • New nuggets sit in Draft status until reviewed by the repository owner or a senior researcher.
  • Review checklist: Is the insight falsifiable? Is a real quote attached? Are all 5 tag facets filled? Is confidence rated honestly — not inflated?
  • Target: Draft → Active within 3 business days.

Freshness rules:

AgeAction
< 6 monthsActive — cite freely in specs and readouts
6–12 monthsReview — is this still true post any major portal release?
12+ monthsArchive candidate — mark Archived unless revalidated by a newer study
SupersededMark Superseded, add link to the nugget that replaces it

Note for Meridian: Insurance Verification and Onboarding findings age faster than general navigation findings because the product ships changes frequently. Apply a 6-month freshness review specifically to those two themes.

Repository owner: Maya Okonkwo, Senior UX Researcher — accountable for monthly review, taxonomy decisions, and onboarding new contributors.

Review cadence: First Tuesday of each month, 30 minutes. Agenda: deduplication, archival, taxonomy additions, contradiction queue.

Onboarding: New team members get a 15-minute Notion walkthrough during their first week. Maya owns the walkthrough doc.


Research Adoption Maturity Diagnosis

Based on Meridian's inputs, the team is at Awareness shading into Understanding.

  • PMs know research happens but can't retrieve it (Awareness problem).
  • The VP's unanswerable question about scheduling is a symptom: research exists, but organizational memory doesn't.
  • Investing in taxonomy refinement is appropriate only if discoverability is solved first.

Recommended sequencing:

  1. Month 1: Stand up the Notion database with this schema. Migrate the 3 most-cited studies from the last 6 months — don't backfill everything.
  2. **