Case Study: A Mathematical Research Agent System

The case study describes an agent system built to support mathematical research over an Obsidian vault of roughly 11,600 notes.

System requirements

  • Preserve source material and distinguish it from generated summaries.
  • Expose uncertainty rather than silently inventing mathematical facts.
  • Keep the researcher in control of priorities and final judgments.
  • Keep dates, task status, note links, theorem statements, and proof artifacts reproducible.

Workflows

Daily research scheduling

  • Goal: convert recent work and priorities into a manageable daily assignment.
  • Patterns: plan-and-execute, memory management, human-in-the-loop.
  • Pipeline: recent work → candidate tasks → prioritized plan → human adjustment → daily sheet.

Paper encoding and note construction

  • Goal: turn a paper into structured notes without losing theorem statements or raw proofs.
  • Patterns: prompt chaining, tool use, memory management, reflection.
  • Pipeline: paper → metadata → outline → theorem notes → proof notes → verification and revision.

Mathematical proof checking

  • Goal: check a written argument against definitions, hypotheses, and known results.
  • Patterns: router, tool use, reflection, human-in-the-loop.
  • Pipeline: proof claim → identify dependencies → retrieve notes → check steps → report gaps → human decision.

Redesign log

For at least two failures, record:

  1. original design;
  2. observed failure;
  3. diagnosis of the violated interface;
  4. revised pattern;
  5. evidence that the revision helped.

Final lesson

The vault is not merely a context window. It is an external memory and source of truth. The agent patterns make operations around that source of truth repeatable, inspectable, and revisable.

Suggested figure

12-math-research-case-study.svg in the Agent design pattern illustration folder.