JH
Jonathan Haber

Build a library of cases and reason from them

Accumulate a diverse set of cases with known outcomes, and retrieve structurally similar ones when facing a new problem.

Key takeaways

  • What it is: Accumulate a diverse set of cases with known outcomes, and retrieve structurally similar ones when facing a new problem.
  • Why it works: Case-based reasoning — a formal AI and cognitive science framework — models how experts think: they accumulate a large library of cases with known outcomes and retrieve the most structurally similar case when facing a new problem. The analogy is implicit: the retrieved case is the base domain. Deliberate case library construction — actively noting "this is a case of X type with Y outcome" — creates the raw material for accurate analogical retrieval rather than relying on whatever cases happen to be salient.
  • Evidence: Backed by observational / correlational evidence.
  • Avoid: Only encoding successful cases and ignoring failures, which produces a biased library that systematically overestimates how well your typical approaches work.

Why it works

Case-based reasoning — a formal AI and cognitive science framework — models how experts think: they accumulate a large library of cases with known outcomes and retrieve the most structurally similar case when facing a new problem. The analogy is implicit: the retrieved case is the base domain. Deliberate case library construction — actively noting "this is a case of X type with Y outcome" — creates the raw material for accurate analogical retrieval rather than relying on whatever cases happen to be salient.

How to do it

  1. 1After any significant decision or event, write a brief case note: "This was a case of [relational structure], it produced [outcome]."
  2. 2When facing a new problem, ask: "What cases in my experience have this same relational structure?"
  3. 3Weight cases by similarity of relational structure, not by surface familiarity or recency.
  4. 4Update cases when outcomes prove them wrong or when new information revises the lesson.

What the evidence says

Observational

Case-based reasoning is a formal cognitive model with support from expert-performance research: expert decision-makers in medicine, chess, and firefighting retrieve and adapt known cases rather than reasoning from first principles each time.

Honest caveat: Expert case libraries are built over years; this practice accelerates construction of that library but requires honest case annotation (including failures) to be useful rather than self-serving.

References
  • — Klein (1999), Sources of Power: How People Make Decisions — recognition-primed decision model in expert practitioners

Common mistake

Only encoding successful cases and ignoring failures, which produces a biased library that systematically overestimates how well your typical approaches work.

IX Coach helps you build and maintain a structured case library across sessions, annotating each decision with its relational structure and outcome so retrieval is accurate when the next structurally similar situation arises.

Practice this with IX Coach →

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