Desk Trials

GUIDE / Research & notes

Turn a research question into an evidence table that survives disagreement

A small source-row protocol keeps the question, claim, passage, and unresolved conflict visible before anyone writes the summary.

Documentation-based practical guide

Documentation-based proposal; not a hands-on test

Keep claims connected to evidence
  1. Bound the question
  2. Record source and passage
  3. Separate claim from interpretation
  4. Resolve or retain disagreement
  5. Write a qualified conclusion

An unresolved disagreement stays visible in the table and the conclusion.

Original editorial process diagram · proposed workflow, not a product screenshot

Start with a question that can reject an answer

A useful research question sets a boundary. Write the decision it informs, the population or situation it covers, the period that matters, and what would count as contrary evidence. “Which workflow is best?” invites a pile of opinions. “For a two-person support queue, which documented workflow prevents two people from replying to the same message?” gives the researcher something observable to collect.

Then freeze that wording at the top of the working sheet. If the question changes, record a new version rather than quietly bending the evidence to fit. The Cochrane Handbook’s data-collection guidance is written for systematic reviews, but its practical discipline transfers well: use a structured, piloted form; keep the form tied to the question; and record enough unambiguous source data that another person can check it. The companion PDF extraction quality check is the right companion when the source is difficult to copy reliably.

Give every source its own row

Do not begin with a narrative document. Begin with one row per source claim. A source can occupy several rows when it supports several distinct claims. That makes disagreement visible instead of blending it away.

FieldWhat belongs here
Question versionThe exact question this row addresses
Source identityTitle, publisher, URL, publication date, retrieval date
ClaimOne sentence, narrower than the eventual conclusion
Evidence locationPage, section, table, timestamp, or anchored passage
Source wordsA short excerpt or faithful note, clearly distinguished from interpretation
Method and scopeWhat was observed, measured, or documented—and what was not
StatusSupports, contradicts, qualifies, duplicate, or unresolved

The PRISMA 2020 checklist is also aimed at formal reviews, not ordinary office research. Its reporting emphasis is still useful: disclose why the work was done, where the material came from, what was selected, and how the result was produced. A lightweight team does not need to imitate an academic review. It does need enough structure to reconstruct its own path.

Treat disagreement as a result

When two rows conflict, do not average them into mush. First check whether they actually describe the same population, date, definition, and outcome. One source may measure reported time saved while another measures elapsed task time. One may describe a feature as launched while another documents only a preview. Add a “difference” note that identifies the mismatched dimension.

If the conflict remains, retain both rows and write a resolution rule before choosing: prefer the primary specification for feature behavior, the original study for measured outcomes, and the newer source only when the underlying fact can genuinely change. Mark the conclusion “unresolved” when the rule does not settle it. Cochrane explicitly recommends defining how discrepancies will be resolved and preserving the original extractions as well as the consensus record. That is a better model than overwriting the losing interpretation.

Make the handoff testable

Before synthesis, ask a teammate to reproduce two claims using only the table. They should be able to open the source, find the cited location, understand the scope, and see why a conflicting row was retained or resolved. A hypothetical example: a freelancer comparing two export workflows records one vendor’s documentation as “attachments included” and a second source as “linked files excluded.” The useful conclusion is conditional, not “exports include attachments.”

  1. Freeze the research question and version it.
  2. Pilot five source rows before collecting the whole set.
  3. Separate quoted evidence, interpretation, and resolution status.
  4. Keep disagreements in the table until a written rule resolves them.
  5. Have another reader reproduce at least two claims before drafting.

Only after that check should the team write prose. The related archive notes on research-summary error measurement and citation-context labels are useful reminders that a polished synthesis is not the evidence record itself.

Before you hand it over

Use this as a working check, not certification. Checks stay in this page only and reset on reload.

0 of 5 checked

Sources & verification

Product details are based on the linked documentation. The proposed workflow and worked examples are editorial guidance, not measured test results.

  1. Chapter 5: Collecting dataSource date: not stated · Retrieved: 2026-09-19T12:39:20.1443518-07:00

    Structured and piloted collection forms, provenance, duplicate extraction, discrepancy-resolution rules, and preservation of original versus consensus data.

  2. PRISMA 2020 checklistSource date: not stated · Retrieved: 2026-09-19T12:39:20.1443518-07:00

    Transparent reporting of the review question, methods, source selection, and results through a defined checklist.

Continue the workflow

  1. Check PDF extraction before you trust the summary

    A quick, repeatable quality check for deciding whether PDF text, tables, and OCR output are reliable enough to feed into notes or summaries.

  2. Hand off a citation library without handing over a puzzle

    A practical Zotero handoff method that preserves attachments and meaning while making the collection understandable to a teammate.

  3. Elicit measured how often its own summaries invent claims

    The vendor's own hallucination study puts a number on a risk most literature-review tools only gesture at.

  4. A citation checker labels a claim as supported with no audit trail

    Scite classifies citations as supporting or contrasting but its own pages do not document how, or by whom, that call is made.