opencode-swarm-plugin 0.12.27 → 0.12.28

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- ---
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- name: tacit-knowledge-extraction
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- description: Extract tacit knowledge into pattern languages. Use when creating skills from expert knowledge, documenting tribal knowledge, or turning implicit expertise into explicit patterns. Meta-skill for creating better skills.
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- tags: [knowledge-management, patterns, learning, documentation]
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- ---
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- # Tacit Knowledge Extraction
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- Turn implicit expertise into explicit, shareable patterns. Extract the "tricks of the trade" that experts can't easily articulate.
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- ## What is Tacit Knowledge
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- **Tacit knowledge** = knowledge that's difficult to articulate, procedural, heuristic, gained through direct experience. The "Fingerspitzengefühl" that experts have but can't explain.
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- **Characteristics:**
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- - Hard to verbalize ("I just know")
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- - Procedural, not declarative
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- - Context-dependent
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- - Gained through practice, not instruction
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- - Often unconscious competence
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- **Examples:**
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- - How a senior dev "smells" bad code
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- - When to break the rules vs follow them
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- - Debugging intuition ("check this first")
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- - Knowing when a design is "done"
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- **Why it matters:** Most valuable knowledge in organizations is tacit. If you don't extract it, it walks out the door when experts leave.
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- ## Pattern Language Structure
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- A **pattern** describes a recurring solution to a problem in a context. Format from Christopher Alexander (architecture) → software → human activities.
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- ### Core Elements
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- **Name:** Evocative, memorable (2-4 words)
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- - Good: "Experienced Person", "Radar Chart Review"
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- - Bad: "Knowledge Extraction Method #3"
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- **Context:** When does this apply?
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- - Situation, preconditions, scope
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- - "You are creating a skill from expert knowledge..."
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- **Problem:** What tension needs resolving?
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- - The force that creates the need
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- - "Experts can't articulate what they know..."
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- **Solution:** The pattern itself (imperative form)
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- - Actionable, specific steps
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- - "Interview 5-10 practitioners with well-balanced selection..."
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- **Consequences:** What results? Trade-offs?
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- - Benefits and liabilities
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- - "You get diverse perspectives but need more synthesis time"
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- **Forces:** Competing concerns the pattern balances
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- - Optional but valuable for complex patterns
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- - E.g., speed vs thoroughness, breadth vs depth
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- ### Pattern Relationships
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- Patterns connect to form a **language**:
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- - **Uses:** This pattern employs another
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- - **Refines:** This pattern is a specific case of another
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- - **Precedes:** Do this before that
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- - **Alternatives:** Different solutions to same problem
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- ## Extraction Process
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- Collaborative process to mine patterns from practitioners. Based on Iba et al.'s procedure.
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- ### Step 1: Select Experienced People
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- **Pattern: EXPERIENCED PERSON**
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- Choose people who are well-experienced and admirable in the field you're documenting.
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- **Pattern: WELL-BALANCED SELECTION**
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- Select 5-10 people with diverse perspectives within the domain. Different specialties, seniorities, contexts.
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- **Why diversity matters:** Each person knows different aspects. Overlap reveals core patterns, gaps reveal edge cases.
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- ### Step 2: Interview for Experiences
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- **Pattern: EXPERIENCE MINING**
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- Don't ask "what do you think?" Ask "tell me about a time when..."
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- **Interview techniques:**
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- - **Critical incidents:** "Tell me about a really successful project. What made it work?"
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- - **Failure analysis:** "When did it go wrong? What would you do differently?"
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- - **Contrast cases:** "How is X different from Y?"
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- - **Concrete examples:** Force specifics, not generalities
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- **Questions to ask:**
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- - "Walk me through how you do X"
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- - "What do you check first when debugging?"
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- - "How do you know when it's good enough?"
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- - "What mistakes do beginners make?"
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- - "What rules do you break, and when?"
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- **Observation beats interviews:**
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- If possible, watch experts work. Note what they do, not what they say they do. Experts often can't articulate unconscious moves.
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- ### Step 3: Extract Pattern Candidates
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- **Pattern: PATTERN MINING**
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- After interviews, identify recurring themes across practitioners.
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- **Mining techniques:**
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- 1. **Affinity mapping:** Cluster similar experiences
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- 2. **Contrast analysis:** What do experts do that novices don't?
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- 3. **Negative cases:** When does the pattern NOT apply?
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- 4. **Threshold detection:** When does one pattern transition to another?
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- **Look for:**
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- - Repeated phrases ("I always...", "First thing I do...")
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- - Shared heuristics (rules of thumb)
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- - Common mistakes mentioned by multiple people
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- - Things experts do unconsciously
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- - Disagreements (might indicate context variations)
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- ### Step 4: Validate with Practitioners
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- **Pattern: PRACTITIONER VALIDATION**
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- Test draft patterns with people who weren't interviewed. Do they recognize them? Can they use them?
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- **Validation methods:**
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- - **Recognition test:** "Do you do this?"
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- - **Checklist application:** Rate experience with each pattern (radar chart)
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- - **Use in training:** Do novices improve after learning the pattern?
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- - **Refinement iteration:** Patterns are never "done", iterate based on feedback
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- **Quality signals:**
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- - Pattern feels obvious once articulated ("yes, exactly!")
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- - Practitioners can immediately give examples
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- - Novices can apply it and get results
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- - Pattern survives contact with reality (edge cases)
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- ## Pattern Mining Techniques
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- ### Interview Structure
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- **Pre-interview:**
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- - Define domain scope clearly
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- - Prepare concrete scenarios
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- - Schedule 60-90 minutes
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- - Record (with permission) for later analysis
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- **During interview:**
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- - Start with recent, vivid examples
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- - Follow energy (what they're excited about)
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- - Probe vague language ("elegant" → "what specifically?")
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- - Ask for counter-examples
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- **Post-interview:**
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- - Transcribe key quotes
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- - Note emotional peaks (often reveal values)
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- - Extract concrete actions, not philosophies
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- - Map to other interviews (look for patterns)
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- ### Observation Protocol
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- If you can watch experts work:
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- 1. **Shadow silently** - don't interrupt flow
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- 2. **Note micro-behaviors** - what they check, order of operations
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- 3. **Ask after** - "Why did you do X before Y?"
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- 4. **Look for routines** - repeated sequences that might be unconscious
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- ### Collaborative Pattern Writing
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- **Pattern: COLLABORATIVE CREATION**
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- Write patterns together with domain experts, not alone after interviews.
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- **Workshop format:**
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- - Gather 5-10 practitioners
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- - Share initial pattern drafts
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- - Discuss, refine, merge, split
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- - Experts challenge each other's assumptions
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- - Converge on shared understanding
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- **Benefits:**
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- - Experts trigger each other's memories
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- - Disagreements reveal context boundaries
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- - Shared ownership increases adoption
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- - Faster validation loop
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- ## Writing Patterns
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- ### Style Guidelines
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- **Use imperative mood:**
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- - Good: "Interview experienced people"
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- - Bad: "One should interview experienced people"
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- **Be specific, not abstract:**
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- - Good: "Select 5-10 people with different specialties"
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- - Bad: "Ensure diverse representation"
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- **Show, don't just tell:**
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- - Include examples, quotes, concrete cases
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- - "For instance, when creating the Learning Patterns..."
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- **Short paragraphs, scannable:**
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- - Patterns are reference material, not novels
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- - Use bullets, bold, subheadings
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- - Target 1-2 pages per pattern
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- **Evocative names:**
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- - Capitalized pattern names (PATTERN NAME)
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- - Create shared vocabulary
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- - Names should be memorable, slightly poetic
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- ### Pattern Template
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- ```
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- ## PATTERN NAME
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- **Context:** When does this apply?
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- **Problem:** What tension exists?
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- **Forces:**
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- - Force A (e.g., need speed)
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- - Force B (e.g., need accuracy)
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- **Solution:**
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- Actionable description of the pattern.
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- Step-by-step if appropriate.
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- **Examples:**
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- Concrete instances of the pattern in practice.
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- **Consequences:**
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- - Benefits: What you gain
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- - Liabilities: What you trade off
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- **Related patterns:**
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- - Uses: X, Y
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- - Refines: Z
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- - See also: A, B
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- ```
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- ## Validation Strategies
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- ### Recognition Test
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- Show pattern to 5+ practitioners who weren't interviewed:
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- - "Do you recognize this in your practice?"
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- - "Can you give me an example from your work?"
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- If < 60% recognize it, pattern might be too specific or poorly described.
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- ### Application Test
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- Give pattern to novices:
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- - Can they apply it without expert guidance?
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- - Does performance improve measurably?
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- - What confusions arise? (reveals missing context)
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- ### Radar Chart Review
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- **Pattern: PATTERN-EXPERIENCE CHART**
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- Create checklist of all patterns. Have practitioners rate their experience with each (0-5).
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- Plot as radar chart. Reveals:
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- - Which patterns are universal vs specialized
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- - Gaps in individual expertise (learning opportunities)
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- - Clusters of related patterns
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- ### Iteration Signals
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- **Refine pattern if:**
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- - Multiple people misinterpret it
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- - Edge cases keep arising
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- - Name doesn't stick (people paraphrase it)
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- - Consequences list is lopsided (all benefits, no trade-offs)
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- **Split pattern if:**
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- - Two distinct solutions mixed together
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- - Context variations create different solutions
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- - Pattern is > 3 pages
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- **Merge patterns if:**
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- - Always used together
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- - Distinction feels artificial
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- - Practitioners can't tell them apart
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- ## Meta-Patterns for Skill Creation
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- ### Pattern: SKILL AS PATTERN LANGUAGE
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- When creating a skill, treat it as a mini pattern language:
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- - Each section is a pattern (context → problem → solution)
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- - Patterns connect and reference each other
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- - Skill header is the "overview" pattern
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- ### Pattern: EXTRACT FROM HISTORY
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- When creating skills for yourself:
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- - Search CASS for past sessions in the domain
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- - Look for what worked vs what failed
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- - Extract patterns from your own tacit knowledge
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- - Your debugging sessions reveal troubleshooting patterns
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- ### Pattern: REFERENCE OVER TUTORIAL
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- Skills are reference material, not step-by-step tutorials:
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- - Imperative, scannable, indexed
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- - Practitioners should find what they need in < 30 seconds
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- - Front-load the most valuable patterns
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- ### Pattern: LIVING DOCUMENT
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- Patterns evolve as practice evolves:
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- - Add new patterns when gaps discovered
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- - Mark deprecated patterns when practice changes
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- - Track pattern maturity (candidate → established → proven → deprecated)
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- - Version skills, note major changes
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- ## Quick Reference
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- **Creating a pattern language:**
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- 1. Select 5-10 experienced, diverse practitioners
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- 2. Interview for concrete experiences, not opinions
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- 3. Mine recurring themes across interviews
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- 4. Draft patterns (context, problem, solution, consequences)
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- 5. Validate with practitioners via recognition/application tests
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- 6. Iterate based on feedback
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- 7. Document pattern relationships
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- **Pattern quality checklist:**
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- - [ ] Name is evocative and memorable
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- - [ ] Context clearly defines when to apply
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- - [ ] Problem describes the tension
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- - [ ] Solution is actionable and specific
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- - [ ] Consequences include both benefits and liabilities
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- - [ ] Examples are concrete, not hypothetical
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- - [ ] Pattern is 1-2 pages max
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- - [ ] 60%+ of practitioners recognize it
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- **Common mistakes:**
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- - Asking what people think instead of what they do
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- - Documenting aspirations instead of actual practice
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- - Writing abstractions instead of concrete actions
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- - Skipping validation (your draft is always wrong)
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- - Over-generalizing from one expert's approach
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- - Creating too many patterns (paralysis)
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- **Rule of thumb:** If experts say "well, duh" when reading the pattern, you got it right. If they say "I've never done that", you invented instead of discovered.