Generic Checklist Based on the 'Braid' Process
- by Mark Rabideau- Many-Roads Genealogy https://many-roads.com
- eirenicon llc.
- 711 Nob Hill Trail - Franktown, Colorado 80116
- +1.303.660.9400
- genealogy@many-roads.com
Research Process Checklist
1. Input Collection
- [ ] Gather all relevant materials (e.g., family tree, scanned documents, photos, URLs).
- [ ] Ensure all input materials are properly ingested into the system (this can be difficult, technically).
- [ ] Confirm that all objectives and guidance for the research are clearly defined and documented.
2. Initial Processing
- [ ] Assign each AI (e.g., Grok and Claude) to process the complete set of input materials. Note: Claude’s 2025 updates enhance document understanding.
- [ ] Ensure each AI generates a summary of their findings.
- [ ] Verify that each AI adheres to agreed-upon ethical and research constraints.
3. Review and Merge
- [ ] Share complete datasets from each AI with the other.
- [ ] Allow each AI to review and comment on the other’s work.
- [ ] Combine the findings from both AIs using a specific merge process.
- [ ] Generate a single document from the merged findings. Tip: Use Microsoft Copilot (2025) for collaborative editing.
4. Refinement
- [ ] Assign one AI (e.g., Grok) to smooth, refine, and make the document consistent, cohesive, and coherent.
- [ ] Ensure the document is free of inconsistencies and errors.
5. Summary Creation
- [ ] Ask the other AI (e.g., Claude) to create a non-sugar-coated summary emphasizing core truths.
- [ ] Review the summary to ensure it accurately reflects the findings.
6. Final Review
- [ ] Confirm that the final document and summary are clear, concise, and complete.
- [ ] Ensure all steps have been followed and documented.
This checklist can be adapted to various research processes involving multiple AI tools and datasets.