tips

Things you would not find alone.

141 tips from an audit of every instrument and page — how to use each one, the shortcuts, the ways to get a wrong result, and how to make an investigation better. One is offered wherever a view opens; here they all are.

Running an investigation

13 tips
improve
Put names, places and years in the primary question.
The first searches are written from it. Six cycles on one sharp question beat twelve on a vague one, which spends them decomposing instead of covering ground.
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Secondary questions outrank everything the loop invents.
They land at priority 0.95 — right behind your primary at 1.0, ahead of pattern-born leads at 0.85 and routine decompositions at 0.7. Use them for the vectors you already know matter, not as a wish list.
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Upload your own documents before the seed search.
The first run's searches are informed by what the record already holds. Someone arriving with a box of scans should choose “upload first” on the welcome card and run once the box is in.
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Start with four cycles; add more once you have read the first results.
A run asking for more cycles than your month has left is quietly clamped to the remainder, not refused — so a big first number can come back smaller than you asked.
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Let the loop alternate — do not steer every cycle.
After a pattern-born question the next pick is forced to be a plain one, so the slow loop's structure and the fast loop's coverage both get worked. Redirecting every cycle toward one starves the other.
pitfall
Fix publication dates early — the horizon cannot place an undated source.
Dates are never read from a bare year in the text (a 1996 article about 1976 mentions 1976 first); only a byline, a dateline, a URL or page metadata counts. Set the rest by hand in Sources, or they sit quarantined.
pitfall
Every source is copyrighted until you say otherwise.
Anything not from a .gov or .mil host is presumed copyrighted, and a copyrighted source's text never leaves in a share, fork or export. Mark public-domain and government documents as such in Sources so their text travels.
pitfall
Five sources can be one account. Check Lineage before trusting corroboration.
Sources that share distinctive phrasing — a wire story reprinted five times — collapse into one lineage, and corroboration counts lineages, not pages. A break of kind “echo” is exactly this caught.
how to
Chase a tangent in a fork, not in the main record.
A fork carries the evidence, the claims and the frontier with a lineage entry back to the parent. Dig there; the main investigation's numbers stay clean, and you merge back only what proves out.
pitfall
A merge cannot be undone by a button.
It is a union: the destination always wins, and a claim graded differently on the two sides is kept as-is and written to the merge report for a person. Read the confirmation before you click.
improve
Keep the name under 48 characters.
It is read in a 256-pixel tray, on cards, in the share email and in the tab title; past 48 the form warns you it will be cut somewhere. Rename any time from the investigation's Settings.
how to
Download the manifest before you go looking for copies.
When a copy you take withholds copyrighted sources, the bring-your-own-copy card offers the list as a file: every withheld document, where to obtain it, and the content hash your copy must match.
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Your rulings shape what the loop trusts next.
Retract a wrong claim, promote a right one, close a dead lead, rule two names the same or different. Each survives the worker's later pushes and changes what the next cycle builds on.

New investigation

5 tips
how to
One line per secondary question — each becomes its own lead.
The primary question is written to the frontier at priority 1.0; every line of the secondary box becomes a question at 0.95, worked right behind it, not as an afterthought.
shortcut
The three example investigations fill the form in one click.
Each sets a name and a question you can edit — the quickest way to see a real run before composing your own.
how to
Visibility is not a one-time choice.
Private, unlisted or public can be changed any time from the investigation's own Settings; going public lists it in Community the moment you do.
pitfall
Past 48 characters the name gets cut off somewhere.
The form warns rather than blocks — the name is read in the tray, on cards, in emails and in the tab title, and the long ones lose their ends there.
how to
The seed search is a choice you make after creating, not a side effect.
The welcome card asks whether to search now. “Begin” queues a breadth pass that lands the top pages at once, then the full run; “upload first” lets your own documents in before the web is searched.

Overview

6 tips
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When the Overview says “stalled”, more cycles are the wrong move.
Next moves is deterministic: little learned across the stop window with questions still open means the web has run dry on this angle. Upload your own documents, paste the links you know are good, or ask a different secondary question.
how to
“Converged” means every question closed — reopen one to resume.
The suggested move there is to read the closing narrative; reopening a question in the Frontier is how the loop starts again.
how to
A “survey” move appears when material arrived without a loop pass.
Uploads, pasted links and scraper hits land without being read for structure. A survey is cheaper than a cycle: it clusters, corroborates and asks what is new.
shortcut
Click “found by …” on a break to jump to the instrument that found it.
Every break names its instrument — Lineage, Findings, Frontier, Knockout, Apophenia, Surfaces, Dynamics, Standing answers. That is the fastest way to learn what each one is for.
how to
Only break-tier events interrupt; note-tier ones only ever reach the case log.
“seen — clear” acknowledges the breaks; the log below keeps everything by cycle.
shortcut
Click the activity bar to open Jobs; hover its ETA to see whether it was measured here.
An estimate marked “measured here” comes from this investigation's own cycle timings; “est.” is a default until it has some.

Ask

7 tips
shortcut
Tab takes the suggested follow-up; Enter sends; Shift+Enter is a new line.
The ghosted text in the composer is Okusoko's own next question — one keystroke sends it.
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A line starting with / is a command, not a question.
/run 3 · /survey · /reverify · /add <url> · /q <secondary question> · /kill and /reopen <question id> · /promote, /contest, /retract <claim id> · /open <claim id> · /view findings.
how to
Okusoko proposes; nothing runs until you click confirm.
A question for the frontier, a run or survey, a status change, a source by URL — each is a card. Dismiss hides it without acting.
how to
An “acquire” offer hands a document the record lacks to the worker.
A URL goes straight to add_source; a description becomes a research job that searches for it and digests what it finds.
pitfall
A “reduced quality” chip means Okusoko answered that turn with less care than usual.
Okusoko was under strain for this turn and answered with less care than usual — read it more skeptically, and ask again later for the same question.
pitfall
Ask threads belong to the investigation — the team can read them.
Only the person who started a thread can delete it. Under a horizon, sources after the date are hidden from Okusoko, and it warns once that what it already knows of what came later can still colour emphasis.
improve
Phrase it like the question, not like keywords.
Search matches by meaning: “were any drugs found in his system?” beats “drugs toxicology”. Re-asking the same thing in other words returns the same claims — vary the angle instead.

Workbench

2 tips
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Come here first — the cards say which instruments have something new.
Each shows a live one-line reading of the record and whether anything changed since you last looked; the compact strip on the Overview sorts the fresh ones to the front.
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Each card links to the latest break that instrument found.
Click it instead of hunting the case log. “what is this?” on a card opens the manual at exactly that instrument.

Frontier

5 tips
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Enter attaches a secondary question — and it outranks the machine's own.
Yours land at 0.95, above pattern-born leads and routine decompositions, and are decomposed on first contact.
how to
“pursue” takes a question to Ask, and into a dig.
Ask opens a conversation on it: where the record stands, what is missing, and two or three angles worth digging — take one and the dig goes outside the record for the documents. What it finds is one click from being added. The button reads “continue in Ask” once a question has its conversation.
how to
“one cycle” pins the loop's next cycle to one question.
Instead of a generic run, the next cycle works exactly that question — the worker's own way of pursuing it. It is disabled while the worker holds another job on this investigation — one job at a time.
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Read a question's dossier: lineages against sources says whether its research is corroboration or copies.
Where it came from, when it was first attested, what working it produced, its trajectory, and any children it spawned.
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Close the dead leads and the loop stops spending cycles on them.
A killed question is dimmed and kept; reopen it any time and the loop's attention returns.

Findings

4 tips
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Sort by surprise to find the strangest findings first.
Surprise bits measure how improbable a claim's combination of entities is in this corpus — the structurally novel claims rise; newest is the default.
pitfall
A “lineage” chip means fewer independent lineages than sources.
It appears only when copies inflate the count — five pages carrying one wire story. Corroboration counts lineages, not pages.
pitfall
Under a horizon, a claim can vanish entirely.
Counts recompute over pre-horizon or known-to-investigator sources, and a claim none of them support is not shown; the header says how many are beyond the horizon.
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Your status rulings outlive the worker.
Corroborated, contested, retracted, provisional — set from the Inspector or with /promote, /contest, /retract. A later job push never undoes them.

Sources

5 tips
shortcut
Click a date to fix it; Enter saves YYYY, YYYY-MM or YYYY-MM-DD.
“clear” resets it so the next date pass can re-infer. A hand-set date outlives the worker's later pushes.
pitfall
Marking a source copyrighted withholds its text from every future share, fork and export.
Click the rights chip to review: public-domain, government, openly-circulated, licensed, copyrighted, unknown. The claims and quotes still travel with the content hash; a lawful copy on the other side restores the text.
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Click the “N unreviewed” chip before you share or package.
It filters to the sources nobody has reviewed for rights — the ones whose text may travel when it should not, or be withheld when it need not.
how to
With an investigator overlay on, “+ known to X?” puts a source inside the horizon regardless of its date.
Their own notes, a leak, an interview — with an optional reason, logged to the event feed.
pitfall
“bibliographic”, “abstract” and “descriptive” mean the source is not the work itself.
A catalogue record, a reconstructed abstract, a finding aid: claims from it document what the work says about itself. “wayback” means the live page was dead and the text came from an archive snapshot.

Lineage

3 tips
how to
Solid arrows are citations; dashed lines are kinship; a shaded hull is one lineage.
A citation is the only edge that earns a direction on its own — the text named the other source. Kinship is shared distinctive phrasing with no direction asserted.
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Nodes sit by publication year, so who copied whom reads top to bottom.
Toggle “isolated sources” to hide the ones with no textual relation to anything else.
pitfall
A “derives_from” edge is inferred — strong kinship, date order, and a judge's confirmation.
It is drawn in its own colour so you never mistake it for a citation.

Documents

2 tips
pitfall
Deleting a document first tells you how many claims exist only because of it.
Claims another source also backs are kept. Only an admin or the person who added the source can delete it.
how to
“N via OCR” and “OCR failed (pages)” say which pages were transcribed from the scan, and which need another try.
A failed page is the one to re-scan and re-upload; click a tag chip to open Findings filtered on it.

Upload

4 tips
how to
A JPEG of a clipping is a one-page document.
Images go through the same OCR as a scanned PDF page, rendered at the scan's own resolution.
pitfall
A file the investigation already read comes back as a report, not a wall.
“seen before” shows what happened to the earlier copy and lets you retry it — useful when the first read failed or degraded.
pitfall
A file over the size cap is refused in words — check the note under the drop zone.
Split a very large PDF; nothing was queued.
how to
Handwritten pages switch the whole document to notes mode.
When half or more of the readable pages are flagged handwritten, extraction takes one claim per line with verbatim quotes, names kept exactly as written.

Web Research

4 tips
how to
“hold instead” parks a link without fetching it.
The reading pile is a shared list of maybes that costs nothing until someone releases a link into the record or drops it.
how to
Set your own Brave key in Settings and searches bill to you.
Without one, searches use a shared default; on the Max plan your own keys mean uncapped cycles.
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When every rung fails for a page you asked for, the worker writes a scraper — for everyone.
The ladder is scraper → http → readability → browser → Wayback. A learned scraper is validated on that page and shared to the tool library, so the next investigation meeting the site just uses it.
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The clip bookmarklet sends the page you are reading straight here.
Or to the hold pile. The extension does the same with a picture of a scanned page.

The extension

5 tips
how to
“Send a picture” is the only way in for a scanned page behind a login or a bot check.
The worker cannot reach it and there is no text to scrape; the picture goes through OCR like an upload.
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Highlight a passage before opening the popup.
It rides along as a margin note anchored to the page — whether or not you ingest the page at all.
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Zoom the tab until the scan fills the window before capturing.
A capture under about 900 pixels on its short side is flagged as small for newsprint; a full-window capture reads cleanly.
pitfall
A picture sent from the extension is always marked copyrighted.
So it never travels on a share or a fork. If the document is public domain, mark it so in Sources afterwards.
how to
The extension has no login of its own.
It rides your okusoko.com session; signing out of the site signs it out too.

Entities

4 tips
shortcut
Shift-click two nodes to open the Coincidence Lab.
A plain click opens a dossier; double-click focuses on a node's neighbourhood; drag pins it in place; wheel zooms at the cursor.
how to
“How unusual is this?” answers against a chance baseline, not a hunch.
Joint passages, independent lineages, a shuffle-null verdict, a percentile against random mention-matched selections — and a caution if the co-presence entered through one question's searches: built, not found.
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A dashed gold halo is a merge candidate; a red pulsing halo is a confirmed contradiction.
Two entities sharing one Wikidata identity are never merged by the system — you rule. An entity with a contradiction on it is worth checking before trusting claims about it.
pitfall
Only entities with two mentions or an edge are drawn, and only the top 120.
A rare but real entity may not render; the search box also matches by a co-occurring entity's name, which finds it anyway. Map-out shows any entity completely.

Map-out

4 tips
shortcut
“copy as markdown” produces a full brief you can paste anywhere.
Standing, sources, relations, questions, gaps and every claim, structured — for your own notes or a colleague.
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Every gap card has an “ask the loop” button.
Where the coverage runs out becomes a secondary question for the next cycles in one click; twins get same/different rulings right there.
pitfall
A “by name” count is an undercount warning.
Claims that mention the name in text but were never linked by the resolver — the entity has more than the graph shows.
improve
A money relation resting on one lineage is called out as its own gap.
The whole trail is only as strong as that one account; find a second lineage before following it further.

Patterns

4 tips
how to
Confirm the structure that is real; dismiss the noise.
A confirmed pattern sorts to the top and stays confirmed; a dismissed one leaves the list and the survey never brings it back — “show dismissed” restores one. Both outlive the worker's pushes.
how to
An identity pattern is a possible match with the evidence for and against — you rule.
“same entity” or “different” takes effect at the next resolver pass; nothing merges by itself.
how to
A “missing” pattern is a structural inference, labelled as one.
Two entities that never meet in a corroborated passage yet keep sharing associates, places and years — with a shuffle-null verdict. Not a claim, not a node; a lead.
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An “unheld” pattern is the most actionable kind: the record cites a document it does not hold.
A deposition, a letter, a case number — its question is “go get this”. The interrogation ranks these to the director first.

Contradictions

1 tip
how to
Click either side of a contradiction to open its evidence, then settle it from the Inspector.
Contest or retract the wrong side; a resolved contradiction becomes a break. The judge confirms real conflicts; lexical-only ones are marked unconfirmed.

Chronoscope

3 tips
shortcut
Wheel zooms time at the cursor; drag pans; click a density bar to jump to that year.
It opens on the core period — the densest five years, with each source capped at three claims a year so one thick document cannot own the centre. The chip returns you there.
pitfall
The marker sits at the event date; the horizon filters by when the source entered.
A claim about 1965 known only from a 2020 document sits at 1965 and disappears once the horizon predates 2020.
how to
Green arcs are confirmed corroboration across lanes; red arcs are confirmed contradictions.
A dot is a full date; a band is a year only. Switch lanes by source, entity or epistemic grade.

Drift

3 tips
improve
“drifting only” is the signal: the story got louder without new evidence.
An account whose wording strengthened by 0.15 or more across the years while every later telling drew on the same lineages as the first.
how to
“first telling”, “+ new lineage” and “echo” say what each retelling brought.
Independent corroboration, or a repetition of what was already known.
pitfall
An empty Drift view wants dates and a survey, not more cycles.
Drift needs corroboration links between claims and publication dates on their sources. Set dates in Sources, then run a survey.

The research horizon

2 tips
pitfall
The horizon filters four views; the rest say “full-knowledge”.
Findings, Sources, Lineage and Chronoscope honour it. Entities, Patterns, Surfaces, Map, Narrative and the others are computed over the whole corpus and carry a banner saying so.
how to
Name an investigator and the record becomes what they could have known.
Sources you marked “known to” them count regardless of date; undated sources are quarantined, never silently in or out.

Horizon Diff

2 tips
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Section A is the payoff: the record held the answer before anyone assembled it.
Today's corroborated claims whose independent support already existed inside the horizon.
how to
Section B measures the lag between an event and the record's first source about it.
This is the one deliberately full-knowledge comparison: today's statuses are the “now” side by design.

Surfaces

2 tips
shortcut
Click a cell to open Findings filtered on it — or Chronoscope for a year.
The “loudest gap” line on each axis is a ready-made next question.
pitfall
Terrain's vertical axis is independent lineages, not verified share, on purpose.
A wire story on forty pages verifies perfectly and is one lineage; the axis exists to catch that. Redraw the zone thresholds with the sliders rather than trusting a fixed median.

Dynamics

2 tips
how to
A dashed halo is a bridging thread; a ✦ woke up this cycle.
Hover a bubble for momentum, velocity, acceleration, coherence, entropy and flags before you click.
improve
Check the quiet, focused pockets, not only the accelerating ones.
Nothing is hidden for being slow. The “bridges” panel ranks claims by surprise — the fastest way to the structurally novel.

Map

2 tips
how to
The time sliders dim places rather than remove them; “arcs” shows co-mention lines.
Arc weight is how many claims mention both places.
pitfall
An empty map wants geocoding, not more cycles.
Places are geocoded when entities resolve; a place that could not be located also shows up as a surface gap.

Narrative

4 tips
shortcut
Click any citation chip in the prose to open the claim behind it.
Every factual sentence carries its claim; the Inspector shows the quote, the source and whether the bytes matched.
pitfall
A “stale” section is not rewritten by itself.
Material arrived since it was written; “rewrite narrative” queues the job. A section's basis is hashed, so an unchanged one is left alone and costs nothing.
pitfall
An “uncited N” chip is a section to distrust until it is rewritten.
It counts factual-sounding sentences with no claim marker behind them.
how to
“history” on a section shows every earlier version and why it was rewritten.
Clicking an outline entry scrolls to its section; old bodies are kept with their word counts and reasons.

Notebook

5 tips
shortcut
Press n anywhere you are not typing to toggle the ink layer.
Opening the Notebook turns it on by itself; the ink chip in the header does the same.
how to
Dictation drafts live and settles later.
The browser's speech engine writes the note as you speak; the recording goes to Whisper in the background and replaces the wording when it lands. “⌁ whisper” or “⌁ browser” on the note says which one produced the final text.
how to
Each note has its own pin: shared, held back, or the investigation's default.
A pinned note travels in every export and fork even when the margin is private; a held-back one never travels even when it does. Click the cycle control on the note.
pitfall
A note is never evidence.
The margin sits outside the record on purpose: no epistemic grade, never cited, never corroborated. If a note says something the record should hold, add it as a source or a question.
how to
A passage you highlighted in the extension lands here too.
Notes on claims, sources, entities and clipped pages share one reverse-chronological feed; click any to jump to what it annotates.

The Inspector

2 tips
how to
The status buttons in the Inspector are yours to press.
Corroborated, contested, retracted, provisional — set on the claim while its quote, its source and the verification result are in front of you.
how to
A ✓ on a quote means the bytes were found at the recorded offsets.
Unverified evidence is shown, not hidden; “re-verify” re-runs the matching over every unverified row, computed, not written.

Activity

1 tip
how to
Activity is the raw tape; the Overview's case log is the same history with its breaks.
Phases are colour-coded by stage and grouped by cycle marker.

Jobs

3 tips
how to
Cancelling a running job keeps what it already pushed.
A queued job is removed before a worker takes it; a running one stops at its next progress line, and a run keeps every cycle it finished.
how to
Clearing a failed job hides it; “show cleared” brings it back with “restore”.
Clearing is for the whole investigation. The row, its error and its log are kept.
how to
A run's ETA is this investigation's own pace: the median of its last three cycles.
The current cycle is assumed half done.

Team

2 tips
how to
Type a name to add someone from the directory; type a full email to invite them.
An unmatched address sends a real invitation. The owner can never be removed from here — transfer the investigation first.
improve
The activity feed is the never-edited record of who did what.
Check it before deciding how much to trust material someone else added.

Rabbit holes

3 tips
how to
A rabbit hole starts from something in the record — never from nothing.
The root picker finds a claim, a source, an entity, a pattern or a question by a few letters; that is what separates this from a forum.
shortcut
⌘/Ctrl+Enter posts a reply.
Closing a hole can end in something the record understands — a secondary question on the frontier, a link held in the reading pile — and the outcome stays on the closed card.
pitfall
Holes never travel with a fork.
Like a private note, the argument stays with this investigation.

Investigation settings

3 tips
pitfall
The margin's “travels” switch is investigation-wide; each note's pin overrides it.
A pinned note always ships; a held-back one never does. A rigorous horizon fork strips every note regardless.
improve
“What ships” counts the unreviewed sources and links straight to them.
Review rights before you package or share; the manifest hash chip is what rsx verify checks a received copy against.
how to
The name is the first card here — rename any time.
Visibility, the margin's travel, merging another investigation in, packaging as .rsx, and the size of the record follow.

Investigations

3 tips
how to
A breathing “running” chip on a card means the worker is on it now.
You need not open an investigation to see it is mid-job; the meter on the card shows how many of its quotes are verified.
pitfall
“Shared with you” is the only mark between what you own and what you were invited to.
The cards look the same otherwise. Only an owner can delete an investigation; an editor can change it.
how to
A “lineage N” chip means the investigation is itself a fork.
That is the one place on this page that says a record is a copy with parents rather than original work.

Community

4 tips
how to
The card tells you what will not come with a copy before you take it.
“N of M sources are copyrighted — you bring your own copies”: their claims, quotes and content hashes travel; their text does not.
pitfall
Going private does not recall copies already taken.
Setting an investigation back to private removes it from Community; forks made while it was public stay with the people who made them.
how to
You land in your copy before its evidence has finished arriving.
The worker fills a fork in a minute or two; the activity bar shows it landing. Deleting a copy touches neither the original nor anyone else's.
improve
Hearts and fork counts are the community's read on what is worth building on.
One heart per person; a second click takes it back; nobody is ever listed, only how many.

Researcher pages

2 tips
how to
Private work is counted on a researcher page, never named.
Your public investigations are listed; the private and unlisted ones appear only as a number, and dates are months. Turn the page off in Settings and only your name shows anywhere.
improve
The verified-quotes share is the quickest read on a stranger's rigour.
It is the share of their quotes found byte-for-byte in their sources, across all their work — before you read any of it.

Runs

4 tips
shortcut
Filters live in the address — bookmark the one you check.
kind, status, space and cleared combine as query parameters, so /runs?kind=run&status=failed is a standing view of failed runs.
pitfall
A cleared failure is hidden, not fixed.
The row, its error and its log are kept behind “show cleared”; clearing takes it off the queue pages so an old bad scan stops greeting every new upload.
how to
The summary line says more than done or failed.
A run reports cycles, claims, patterns and why it stopped; a survey its corroborations; an ask its answer. Read the line before opening the job.
how to
“requeued: worker stopped” is a retry, not a failure.
A job interrupted by a worker restart goes back to the queue and is picked up again from the start of its work, up to four times, before it counts as failed.

Tool library

4 tips
how to
Two archives need a free key on the worker before they answer.
Google Books and the National Archives search only with a key; the National Archives cap is 10,000 queries a month, a budget to spend deliberately.
pitfall
The FBI Vault is found automatically and fetched by hand.
The site lets only a real browser in. Documents it finds land in the reading pile with the instruction: open it, download the PDF, drop it on Upload or send it from the extension.
how to
A Wikipedia page is dated by its last revision on purpose.
A tertiary summary sits honestly at “now” under the horizon instead of leaking into the period it describes.
improve
A scraper one investigation taught the worker serves every investigation.
“used N times” and “validated” on a domain scraper tell you how battle-tested it is; a disabled one is disabled everywhere.

Account settings

5 tips
how to
Turning two-factor off asks for a fresh code.
So a stolen session cannot disarm it. Enrolling again after an abandoned setup is fine — a stale unverified factor is cleaned up first.
pitfall
Changing your email needs a confirmation from both addresses.
The old inbox and the new one each get a link; the change lands only when both have been clicked.
how to
“Sign out everywhere” is for a device you no longer trust.
It ends every session at once, unlike a plain sign-out, which ends only this one.
improve
A usage row turns red at 90% — that is the early warning.
Pages, cycles and chat are metered by the month; storage is a standing total that only falls when something is deleted. The chat row also says roughly how many questions are left.
how to
Your researcher page is on by default — with an empty bio.
Write the line that says what you research; or turn the page off, and only your name is shown anywhere.

Help

2 tips
how to
Open Help from inside an investigation and the desk already knows where you are.
It reads that investigation's queue, its last jobs with their errors, and your role — ask “why is my run still queued?” and it looks before it answers.
shortcut
The desk puts the next step on a button.
Open a view, show a tutorial, a filled-in New investigation form, a job for the worker — each a card you click; nothing happens until you do.