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skills/brycewang-stanford/Auto-Empirical-Research-Skills/42-wanshuiyin-aris-skills-formula-derivation

42-wanshuiyin-aris-skills-formula-derivation

1
brycewang-stanford/Auto-Empirical-Research-Skills·Research·Audit pending·Snapshot 21833c933b4e

Summary

This source did not publish a separate summary. Review SKILL.md before using the skill.

SKILL.md

Formula Derivation: Research Theory Line Construction

Build an honest derivation package, not a fake polished theorem story.

Constants

  • DEFAULT_DERIVATION_DOC = DERIVATION_PACKAGE.md in project root
  • STATUS = COHERENT AS STATED | COHERENT AFTER REFRAMING / EXTRA ASSUMPTION | NOT YET COHERENT

Context: $ARGUMENTS

Goal

Produce exactly one of:

  1. a coherent derivation package for the original target
  2. a reframed derivation package with corrected object / assumptions / scope
  3. a blocker report explaining why the current notes cannot yet support a coherent derivation

Inputs

Extract and normalize:

  • the target phenomenon, formula, relation, or theory line
  • the intended role of the derivation:
    • exact identity / algebra
    • proposition / local theorem
    • approximation
    • mechanism interpretation
  • explicit assumptions
  • notation and definitions
  • any user-provided formula chain, sketch, messy notes, or current draft
  • nearby local theory files if the request points to them
  • desired output style if specified:
    • internal alignment note
    • paper-style theory draft
    • blocker report

If the target, object, notation, or assumptions are ambiguous, state the exact interpretation you are using before deriving anything.

Workflow

Step 1: Gather Derivation Context

Determine the target derivation file with this priority:

  1. a file path explicitly specified by the user
  2. a derivation draft already referenced in local notes
  3. DERIVATION_PACKAGE.md in project root as the default target

Read the relevant local context:

  • the chosen target derivation file, if it already exists
  • any local theory notes, formula drafts, appendix notes, or files explicitly mentioned by the user
  • Extract:

    • target formula / theory goal
    • current formula chain
    • assumptions
    • notation
    • known blockers
    • desired output mode

    Step 2: Freeze the Target

    State explicitly:

    • what is being explained, derived, or supported
    • whether the immediate goal is:
      • identity / algebra
      • proposition
      • approximation
      • interpretation
    • what the derivation is expected to output in the end

    Do not start symbolic manipulation before this is fixed.

    Step 3: Choose the Invariant Object

    Identify the single quantity or conceptual object that should organize the derivation.

    Typical possibilities include:

    • objective / utility / loss
    • total cost / energy / welfare
    • conserved quantity / state variable
    • expected metric / effective rate / effective cost

    If the current notes start from a narrower quantity, decide explicitly whether it is:

    • the true top-level object
    • a proxy
    • a local slice
    • an approximation

    Do not let a convenient proxy silently replace the actual conceptual object.

    Step 4: Normalize Assumptions and Notation

    Restate:

    • all assumptions
    • all symbols
    • regime boundaries or special cases
    • which quantities are fixed, adaptive, or state dependent

    Identify:

    • hidden assumptions
    • undefined notation
    • scope ambiguities
    • whether the current formula chain already mixes exact steps with approximations

    Preserve the user's original notation unless a cleanup is necessary for coherence. If you adopt a cleaner internal formulation, keep that as a derivation device rather than silently replacing the user's target.

    Step 5: Classify the Derivation Steps

    For every nontrivial step, determine whether it is:

    • identity: exact algebraic reformulation
    • proposition: a claim requiring conditions
    • approximation: model simplification or surrogate
    • interpretation: prose-level meaning of a formula

    Never merge these categories without signaling the transition. If one part is only interpretive, do not present it as if it were mathematically proved.

    Step 6: Build a Derivation Map

    Choose a derivation strategy, for example:

    • definition -> substitution -> simplification
    • primitive law -> intermediate variable -> target expression
    • global quantity -> perturbation -> decomposition
    • exact model -> approximation -> interpretable closed form
    • general dynamic object -> simplified slice -> local theorem -> return to general case

    Then write a derivation map:

    • target formula or theory line
    • required intermediate identities or lemmas
    • which assumptions each nontrivial step uses
    • where approximations enter
    • where special-case and general-case regimes diverge or collapse

    If the derivation needs a decomposition, derive it from the chosen global quantity. Do not make a split appear magically from one local variable itself.

    Step 7: Write the Derivation Document

    Write to the chosen target derivation file.

    If the target derivation file already exists:

    • read it first
    • update the relevant section
    • do not blindly duplicate prior content

    If the user does not specify a target, default to DERIVATION_PACKAGE.md in project root.

    Do NOT write directly into paper sections or appendix .tex files unless the user explicitly asks for that target.

    The derivation package must include:

    • target
    • status
    • invariant object
    • assumptions
    • notation
    • derivation strategy
    • derivation map
    • main derivation steps
    • remarks / interpretations
    • boundaries and non-claims

    Writing rules:

    • do not hide gaps with words like "clearly", "obviously", or "similarly"
    • define every symbol before use
    • mark approximations explicitly
    • separate derivation body from remarks
    • if the true object is dynamic or state dependent but a simpler slice is analyzed, say so explicitly
    • if a formula line is only heuristic, label it honestly

    Step 8: Final Verification

    Before finishing the target derivation file, verify:

    • the target is explicit
    • the invariant object is stable across the derivation
    • every assumption used is stated
    • each formula step is correctly labeled as identity / proposition / approximation / interpretation
    • the derivation does not silently switch objects
    • special cases and general cases still belong to one theory line
    • boundaries and non-claims are stated

    If the derivation still lacks a coherent object, stable assumptions, or an honest path from premises to result, downgrade the status and write a blocker report instead of forcing a clean story.

    Required File Structure

    Write the target derivation file using this structure:

    # Derivation Package
    
    ## Target
    [what is being derived or explained]
    
    ## Status
    COHERENT AS STATED / COHERENT AFTER REFRAMING / NOT YET COHERENT
    
    ## Invariant Object
    [top-level quantity organizing the derivation]
    
    ## Assumptions
    - ...
    
    ## Notation
    - ...
    
    ## Derivation Strategy
    [chosen route and why]
    
    ## Derivation Map
    1. Target depends on ...
    2. Intermediate step A uses ...
    3. Approximation enters at ...
    
    ## Main Derivation
    Step 1. ...
    Step 2. ...
    ...
    
    ## Remarks and Interpretation
    - ...
    
    ## Boundaries and Non-Claims
    - ...
    
    ## Open Risks
    - ...
    

    Output Modes

    If the derivation is coherent as stated

    Write the full structure above with a clean derivation package.

    If the notes are close but not coherent yet

    Write:

    • the exact mismatch
    • the corrected invariant object, assumption, or scope
    • the reframed derivation package

    If the derivation cannot be made coherent honestly

    Write:

    • Status: NOT YET COHERENT
    • the exact blocker:
      • missing object
      • unstable assumptions
      • notation conflict
      • unsupported approximation
      • theorem-level claim without enough conditions
    • what extra assumption, reframe, or intermediate derivation would be needed

    Relationship to proof-writer

    Use formula-derivation when the user says things like:

    • “我不知道怎么起这条推导主线”
    • “这个公式到底该从哪个量出发”
    • “帮我把理论搭顺”
    • “把说明文档变成可写进论文的公式文档”
    • “这几段公式之间逻辑不通”

    Use proof-writer only after:

    • the exact claim is fixed
    • the assumptions are stable
    • the notation is settled
    • and the task is now to prove or refute that claim rigorously

    Chat Response

    After writing the target derivation file, respond briefly with:

    • status
    • whether the target survived unchanged or had to be reframed
    • what file was updated

    Key Rules

    • Never fabricate a coherent derivation if the object, assumptions, or scope do not support one.
    • Prefer reframing the derivation over overclaiming.
    • Separate assumptions, identities, propositions, approximations, and interpretations.
    • Keep one invariant object across special and general cases whenever possible.
    • Treat simplified constant-parameter cases as analysis slices, not as the conceptual main object.
    • If uncertainty remains, mark it explicitly in Open Risks; do not hide it in polished prose.
    • Coherence matters more than elegance.

    Related skills

    r-reproducibility-guideAnswering Research QuestionsBuilding Paper Screening RubricsChina-CF-StudyCleaning Up Research Sessions