Knowledge Roles

Some expert material gives facts. Some gives principles. The assistant needs both.

The seven material types help experts sort sources. Knowledge roles help explain how those sources should influence answers: as facts, steps, concepts, models, or deeper judgment.

Purpose and judgment

Why this field matters, what the expert is trying to protect, and what good judgment means.

Core concepts

Definitions, terms, and distinctions the assistant should use consistently.

Models and frameworks

Ways of explaining a situation, diagnosing a pattern, or comparing options.

Methods and steps

Processes, checklists, workflows, and practical ways to move from question to answer.

Facts and examples

Source passages, cases, FAQ answers, quotes, service facts, and concrete evidence.

Expert-friendly rule: You do not need to label everything perfectly. Start by separating deep principles, repeatable methods, and concrete facts. That alone usually improves answer quality.

Material type and knowledge role are different

Question What it tells the assistant Example
What kind of source is this? The kind of material the expert is adding. A service page, case note, FAQ, profile, or method guide.
How should this source be used? The role it should play in the answer. As a fact, example, method, concept, model, or deeper principle.

Examples

A service description

This is service material. It usually gives concrete facts about scope, suitability, delivery, and next steps.

A method article

This may be content material, but its role is often to teach a method, framework, or repeatable way of thinking.