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# 开题 / 答辩 / 汇报研究总览图模板
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本文件用于生成「开题答辩首页 / 论文汇报首页 / 组会引导页的研究总览图」:
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- 硕博开题答辩首页的研究框架图
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- 中期 / 终期答辩首页的总览图
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- 组会 / 学术汇报 PPT 的引导页
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- Lab 主页 / 课题介绍的研究总览
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特征:
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- 高层级、易读、适合 PPT 一页展示
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- 5 个核心模块:背景 / 目标 / 研究模块 1 / 研究模块 2 / 预期结果
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- 白底、低饱和工程色、≤3 主色,**论文图感而非商业咨询路演图**
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- 文字精炼到短语,禁止文字墙
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## 适用范围
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- 开题 / 中期 / 答辩首页(学术汇报)
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- 组会引导页 / 课题汇报 / Lab meeting cover
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- 项目立项书的研究框架图(学术风)
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- Faculty 个人主页 / Lab 主页的"current research"区块
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## 何时使用
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- 用户提到「开题 / 答辩 / 总览图 / 研究框架 / PPT 首页 / 引导页 / lab 主页」
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- 用户希望视觉「学术答辩 PPT 首页风,正式克制工程化,不要咨询路演风」
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- 用户已能给出 5 个左右的核心模块
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不要使用:
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- 用户要的是「期刊投稿 Graphical Abstract」 → 用 `academic-figures/graphical-abstract.md`
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- 用户要的是「方法 pipeline」 → 用 `academic-figures/method-pipeline-overview.md`
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- 用户要的是「商业 / 投资人路演封面」 → 用 `slides-and-visual-docs/visual-report-page.md`
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- 用户要的是「品牌主视觉海报」 → 用 `poster-and-campaigns/brand-poster.md`
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## 缺失信息优先提问顺序
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1. 课题 / 研究主题(写在标题区)
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2. 答辩类型(开题 / 中期 / 终期 / 组会 / 立项)—— 决定语气与模块构成
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3. 5 个核心模块的命名(默认是:背景 / 目标 / 研究内容 1 / 研究内容 2 / 预期结果)
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4. 是否需要主观点 / 关键问题(强烈建议有,写在背景模块下方)
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5. 是否需要研究对象简化示意(颗粒 / 器件 / 流程 / 系统)
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6. 标签语言(中文 / 英文 / 双语;中文答辩通常中文为主,可英文副标题)
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7. 比例(默认 16:9 适配 PPT;4:3 适配旧 PPT 模板)
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## 主模板:上中下三层 + 五模块研究总览
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📖 描述
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整张图按"上方主题 + 中间核心模块 + 下方结果导向"分成三层。中间层包含 4-5 个研究内容模块,呈现层级清晰、对齐严格的学术布局,**绝对不像商业路演 PPT**。
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📝 提示词
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```json
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{
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"type": "学术研究总览图(research overview / framework figure for thesis defense)",
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"goal": "生成一张可直接放进开题答辩 / 论文汇报 PPT 首页的研究总览图,要求正式克制、白底、工程化配色、明显论文图感、绝无商业路演感",
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"canvas": {
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"aspect_ratio": "{argument name=\"aspect_ratio\" default=\"16:9\"}",
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"background": "pure white #FFFFFF",
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"outer_padding": "60px around the diagram",
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"render_quality": "vector-clean look, anti-aliased edges, sharp text"
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},
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"title_block": {
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"main_title": "{argument name=\"main_title\" default=\"Research Overview\"}",
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"subtitle": "{argument name=\"subtitle\" default=\"e.g. thesis topic in one short phrase\"}",
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"occasion_label": "{argument name=\"occasion_label\" default=\"Thesis Proposal Defense\"}",
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"position": "top-center, main_title in bold sans-serif 18-22pt, subtitle in regular 12-14pt below, occasion_label in italic gray 10pt at top-right"
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},
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"background_section": {
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"label": "{argument name=\"background_label\" default=\"Background & Problem\"}",
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"summary": "{argument name=\"background_summary\" default=\"a short phrase stating why this matters and what gap exists\"}",
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"key_question": "{argument name=\"key_question\" default=\"a single research question, expressed as one sentence ≤ 18 words\"}",
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"position": "upper-middle band, full width, visually anchored as 'context'"
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},
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"objective_section": {
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"label": "{argument name=\"objective_label\" default=\"Objective\"}",
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"summary": "{argument name=\"objective_summary\" default=\"a short phrase stating the research goal\"}",
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"position": "directly below background, narrower than background, centered"
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},
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"research_modules": {
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"count": "{argument name=\"module_count\" default=\"3\"}",
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"items": [
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{
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"id": "RM1",
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"name": "{argument name=\"module_1_name\" default=\"Characterization\"}",
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"summary": "{argument name=\"module_1_summary\" default=\"a short phrase stating what is studied / measured\"}",
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"method_hint": "{argument name=\"module_1_method\" default=\"thermogravimetric analysis\"}"
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},
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{
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"id": "RM2",
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"name": "{argument name=\"module_2_name\" default=\"Modeling\"}",
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"summary": "{argument name=\"module_2_summary\" default=\"a short phrase stating the modeling / simulation focus\"}",
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"method_hint": "{argument name=\"module_2_method\" default=\"CFD combustion model\"}"
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},
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{
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"id": "RM3",
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"name": "{argument name=\"module_3_name\" default=\"Optimization\"}",
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"summary": "{argument name=\"module_3_summary\" default=\"a short phrase stating optimization or application focus\"}",
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"method_hint": "{argument name=\"module_3_method\" default=\"parameter sweep + emission analysis\"}"
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}
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],
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"layout": "horizontal row of equal-width modules in the central band, all modules identical size and identical style"
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},
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"expected_outcome_section": {
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"label": "{argument name=\"outcome_label\" default=\"Expected Outcomes\"}",
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"items": "{argument name=\"outcome_items\" default=\"3-4 short phrases listing deliverables, e.g. 'kinetics database', 'optimized operating window', 'engineering recommendations'\"}",
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"position": "bottom band, full width, visually distinct from research_modules but stylistically consistent"
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},
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"module_block_style": {
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"shape": "rounded rectangle (corner radius ~8px) OR stage label + thin underline",
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"size_per_module": "all modules identical size, vertically aligned",
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"fill": "very light tint (e.g. #F1F5F9, #ECFEFF) — at most 2 different tints; modules of the same role share the same tint",
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"border": "1.2px solid #334155",
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"title_text": "module name in bold sans-serif (PingFang SC / Source Han Sans for CJK; Inter / Helvetica / Arial for english), 13-14pt",
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"summary_text": "single phrase, 10-11pt regular, 1-2 lines max, no period",
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"method_hint_text": "italic gray 9-10pt, below summary"
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},
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"connectors": {
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"style": "thin arrows (1.2px) with simple triangle arrowheads, dark gray #334155",
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"rule": "vertical flow background → objective → modules → outcomes; modules are horizontally parallel (no inter-module arrows unless logically required)",
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"decoration": "none; no curved arcs, no dashed unless explicitly indicating a feedback loop"
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},
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"color_palette": {
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"rule": "≤ 3 main colors total, drawn from a low-saturation engineering set: deep blue #1E3A8A / slate blue #3B82F6 / charcoal #1F2937; allow ONE low-saturation accent (e.g. amber #F59E0B) for the outcome band only if user signaled emphasis",
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"must_print_grayscale_readable": true
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},
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"typography": {
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"language": "{argument name=\"language\" default=\"chinese\"}",
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"rule": "chinese → PingFang SC / Source Han Sans; english → Inter / Helvetica / Arial; bilingual → primary line larger, secondary line smaller and gray",
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"consistency": "all module titles identical size; all summaries identical size; never mix serif and sans-serif"
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},
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"constraints": {
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"must_keep": [
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"all research modules identical size, vertically aligned, equal weight",
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"white background, no gradient, no decorative pattern",
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"language and font consistent across the entire figure",
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"summaries are short phrases, never full paragraphs",
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"the figure must look like the cover slide of an academic defense, not a corporate roadmap or pitch deck",
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"color palette ≤ 3 main colors, must remain readable in grayscale print"
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],
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"avoid": [
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"consulting / pitch-deck aesthetics, brand campaign aesthetics",
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"decorative icons, emoji, mascots, hand-drawn wobble",
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"3D rendering, glossy fills, lens flare, drop shadow blocks",
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"stock-photo backgrounds, photographic hero images",
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"fabricated quantitative claims (no '+30% efficiency', '150 samples' unless user provided them)",
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"saturated brand colors, neon, vivid gradients",
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"dense text walls; no module summary should exceed 2 lines",
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"watermarks, copyright stamps, university / lab logos unless explicitly requested"
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]
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}
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}
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```
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### 参数策略
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- **必问**:`main_title`、5 个核心模块(背景 / 目标 / 研究内容 1-N / 预期结果)的命名
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- **可默认**:`aspect_ratio`(16:9)、`background`(白色)、`color_palette`(深蓝/灰蓝/黑灰)
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- **可随机**:`method_hint` 措辞(用户给出方法名时可学术化);`occasion_label`(开题 / 中期 / 终期 / 组会)
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### 自动补全策略
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- 用户给出主题但没给模块 → 反问 3-4 个研究模块,**禁止编造研究内容**
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- 用户给出 `key_question` 超过 18 词 → 主动建议精简或拆成 2 个子问题
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- 用户没给 expected outcomes → 用占位短语(如 "deliverable 1: ...")并标注待用户补充
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- 用户说"中文答辩 / 中文 PPT" → `language` 默认中文,主标题中文 + 英文副标题(小一号 + 灰色)
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## 变体 1:中心主题 + 周围模块(辐射式)
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```json
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{
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"type": "中心主题 + 周围模块的研究总览",
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"modify": {
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"layout": "中央放置研究主题 / 研究对象的简化示意;周围呈环形或四象限放置 4 个研究模块;下方留出预期结果带",
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"rule": "中央对象占画面 25-30%;周围模块等大、等距、对齐严格",
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"use_case": "适合系统型 / 平台型课题,研究模块之间是平行而非前后依赖关系"
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}
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}
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```
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适用:平台型课题、综合性课题、研究方向多支并行的总览。
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## 变体 2:左右双栏(左 = 研究内容,右 = 路线 / 时间表)
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```json
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{
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"type": "左右双栏研究总览",
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"modify": {
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"layout": "左栏 = 研究内容模块(垂直堆叠 3-4 个);右栏 = 时间表 / 路线 / 里程碑(gantt 风极简)",
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"rule": "左右栏宽度比约 3:2;右栏时间轴用细线 + 节点圆,节点旁标月份或学期",
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"use_case": "开题答辩需要明确"做什么 + 什么时候做"的项目计划"
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}
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}
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```
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适用:开题答辩、项目立项书需要附进度计划的场景。
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## 变体 3:极简版(只显示研究模块,无 timeline / 无 outcome 带)
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```json
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{
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"type": "极简研究总览",
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"modify": {
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"layout": "去掉 expected_outcome_section,去掉时间轴;只保留 title + background/key_question + 3-4 个研究模块",
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"use_case": "组会汇报引导页或 lab meeting cover,只需快速点出'这次要讲什么'"
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}
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}
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```
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适用:组会 / Lab meeting / 课程汇报。
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## 避免事项
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- 把研究总览图画成商业咨询路演风(深色背景 + 大色块 + brand 色) → 立刻"非学术"
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- 用 emoji / 商业图标 / 卡通插画装饰研究模块
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- 把研究模块写成完整段落,每个模块超过 2 行 → 视觉拥挤
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- 在"预期结果"中编造具体百分比 / 数据指标(**严格禁止虚构数据**)
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- 让某一研究模块明显大于其他(应该等权)
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- 用饱和 / 渐变 / 玻璃质感装饰背景
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- 强加学校 / 实验室 logo 或 watermark(除非用户明确要求)
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- 把方法 pipeline 详细图(应该用 `method-pipeline-overview.md`)塞进总览图中
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