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Guide

The Agentic Researcher

Most of my research projects run the same loop: write some software, analyse the data it produces, write the paper, then go round again when the results raise a new question. AI agents now help with every part of that loop, and they work best on a computer set up for them.

This guide explains why I think that computer should run Linux, why Omarchy is a good way in, and then walks you through setting it up from scratch: installing Omarchy, installing my research setup, and taking one small project from code to paper. It assumes no Linux experience. Every step has a screenshot, and the numbers on each screenshot match the notes beneath it.

01Why Linux, now 02Why Omarchy, for this moment 03Install Omarchy 04Install the research setup 05Your first project 06The research loop 07Coming back tomorrow 08Cheat sheet and help

Why Linux, now

For most of the last thirty years the operating system barely mattered to research. You needed Word, a statistics package and a reference manager, and they ran on whatever you had. Agents change that, because of how they work.

An AI agent such as Claude Code doesn’t click through menus. It reads files, runs commands and writes files, in a terminal, the same way a programmer does. Give it a computer where everything is a file and every action is a command, and it can do far more for you. That describes Linux.

1
Agents work where you work

On Linux, your code, data, paper and even your computer’s settings are plain text files and commands. An agent can read and change all of them, so it can help with the whole project and fix the computer when something breaks.

2
Text you can check

Papers written in Quarto or Typst are plain text, like the code. When an agent edits your paper you see exactly which words changed, line by line, and you can accept or undo each change. A Word document doesn’t give you that.

3
Reproducible by default

The software, the analysis and the paper sit in one folder under version control. Anyone, including you in two years, can rebuild every figure and number from the raw data with one command.

4
The same as the cluster

University computing clusters and cloud servers run Linux. What you learn on your laptop carries straight over when your analysis outgrows it.

5
Your data stays with you

The tools here run on your own machine: notebooks, databases, the grammar checker. Only what you send to the agent leaves it, and you decide what that is.

6
Free, and yours

No licences, no subscriptions for the operating system or the research tools, and nothing changes unless you change it.

The honest costs. Linux asks you to learn new habits, and some things are harder: Microsoft Office runs only in the browser, some university software is Windows-only, and a few laptops have hardware Linux doesn’t fully support. The agent softens the learning curve a great deal, because you can ask it to explain or fix anything you meet. If you rely on Windows-only software, Omarchy can sit beside Windows on the same computer (see step 3).

Why Omarchy, for this moment

Omarchy is a Linux distribution made by David Heinemeier Hansson at 37signals, the company behind Basecamp. It takes Arch Linux and the Hyprland desktop and makes every decision for you, with good taste, so the computer is ready to work on the day you install it. Its own tagline is the malleable OS for the age of agents, and three things make it a good fit for researchers right now.

We’re in a transition. Agents can now do much of the mechanical work of research, but most researchers still work in tools designed before agents existed. Omarchy is one of the first desktops designed with agents in mind, and it’s a comfortable place to learn how to work alongside one.

Omarchy is keyboard-first, which can feel strange at first. My setup adds a mouse-friendly layer on top: a file list you can click, a right-click menu in the editor, and a Projects menu. You need about six shortcuts to start, and they’re all in the cheat sheet.

Install Omarchy

Back up first. A normal Omarchy install erases the whole drive you install it on. Copy anything you want to keep somewhere else first. To keep Windows alongside Omarchy instead, follow Omarchy’s dual-boot guide.

3.1
Check what you need
A computer you’re happy to dedicate to Linux (Omarchy runs on almost anything, from recent laptops to Intel Macs and a 2011 ThinkPad), a USB stick of 8 GB or more that can be wiped, and a keyboard plugged in by cable or a 2.4 GHz dongle. A Bluetooth keyboard won’t work at the start-up password screen.
3.2
Download Omarchy
Go to omarchy.org and download the ISO, the installer image (about 6.5 GB).
3.3
Make the USB stick
On Windows or a Mac, install balenaEtcher, open it, choose Flash from file and pick the ISO, choose your USB stick as the target, and click Flash. This erases the stick.
3.4
Turn off Secure Boot
Restart the computer and open its BIOS settings, usually by pressing F2, F12, Del or Esc as it starts (the start-up screen often says which). Find Secure Boot and turn it off; if there’s a TPM setting, turn that off too. Save and exit.
3.5
Start from the USB stick
With the stick plugged in, restart and open the boot menu (often F12 or F8; on an Intel Mac, hold Option). Choose the USB stick.
3.6
Answer the installer’s questions
Pick your keyboard layout, then answer a few questions about you and the computer, such as your username and password, and confirm them. Then choose the drive to install on and confirm. Your password also encrypts the drive, so you’ll type it each time the computer starts. The Omarchy manual has a screenshot of each screen. The install takes a few minutes, then the computer restarts.
3.7
First start
Type your password to unlock the drive. Omarchy opens and invites you to choose a default agent: choose Claude to follow this guide exactly. Connect to the internet with a network cable, or click the network icon in the top bar and choose your Wi-Fi.

Omarchy starts on an empty desktop. Almost everything starts from one menu.

The Omarchy menu open over the desktop, listing Apps, Learn, Appearance, Trigger, Setup, Install, Remove, Update, About, System and Projects 123
  1. Type to search. Start typing any word, such as wifi or theme, to find a setting without hunting through the menus.
  2. Setup holds the everyday settings: displays, keyboard, language, network, and which AI agent is your default.
  3. Projects appears after you install the research setup in the next step. It’s where every project starts.
The Omarchy menu: Super + Space

Install the research setup

My setup is on GitHub at thomasbierly/agentic-research. It adds what Omarchy doesn’t have for research: Quarto and Typst for papers, Zotero for references, Python notebooks, a Projects menu, and editor features for writing.

Open a terminal with Super + Enter and type these two lines, pressing Enter after each:

git clone https://github.com/thomasbierly/agentic-research ~/.local/share/agentic-research
~/.local/share/agentic-research/install.sh

It asks for your password once, to install software, then works through each part and ticks it off.

A terminal showing the installer working through packages, Python tools, the Projects menu and Neovim plugins, each with a tick, and ending with three things to do by hand 1234
  1. The command you typed.
  2. Each part ticks off as it’s done. If one shows ! instead, the message says what to do; it’s always safe to run the installer again.
  3. This one is expected on a new computer: Claude Code hasn’t been opened yet. Sign in (below), then run the installer once more.
  4. The three things only you can do, explained below.
The installer, run in a terminal (about a minute)

When it finishes it lists three things only you can do:

  1. Sign in to Claude Code. In the terminal, type claude, press Enter and follow the sign-in. You need a Claude subscription (Pro or Max) or an Anthropic API account. Then run the installer line again, so the project workspace can show you when Claude needs you.
  2. Add Better BibTeX to Zotero. Open Zotero from the app launcher (Super + Alt + Space). Download the .xpi file from the Better BibTeX site, then in Zotero choose Tools › Plugins, click the gear icon and choose Install Plugin From File.
  3. Connect GitHub, so your projects are backed up. In the terminal type gh auth login and follow the questions.

To update the setup later, run the installer line again.

Your first project

Every project lives in its own folder in ~/Projects and opens in its own workspace. To start one, open the Omarchy menu with Super + Space and choose Projects.

The Projects menu, with New project at the top, then a project called sleep-and-grades, then Refresh project list 123
  1. New project… creates a project and opens it.
  2. Your projects, one per line. Click one to open it, or to come back to it later.
  3. Refresh project list picks up a project folder you copied into ~/Projects yourself, for example one cloned from GitHub.
Super + Space › Projects
A text box with sleep-and-grades typed in 1
  1. Type a short name and press Enter. Letters, numbers and dashes work best; spaces become dashes. Press Esc to cancel.
Naming the project

The project opens in a workspace with five tabs, one for each kind of work. You switch between them by clicking the tab names or with Alt + 1 to 5.

The project workspace: a sidebar of projects and agents, a file list, the paper open in the editor, and Claude Code on the right, under five tabs 1234567
  1. The five tabs: work, run, paper, review and git. Click one, or press Alt + 1 to 5.
  2. The file list. Click a folder to open it and a file to edit it.
  3. The editor, showing the paper. Press i to start typing and Esc when you’re done; long paragraphs wrap to fit.
  4. Writing suggestions appear in green after a line, here a suggested comma. They come from a checker that runs on your computer.
  5. Claude Code, your agent, already working inside this project.
  6. Type your request here and press Enter.
  7. Projects and agents. The dot next to an agent shows whether it’s working, waiting for you or done, so you can leave it to work and check back.
The work tab: the editor and the agent side by side · click the screenshot to enlarge

The folder has one place for each stage of the project:

FolderWhat goes in it
src/The software: a simulation, a data collector, a model.
data/Raw data, and data your software produces.
analysis/Notebooks that turn data into tables and figures.
paper/The paper, written in Quarto. Figures land in paper/figures/ straight from the analysis.

The research loop

The rest of this guide follows one small, made-up study, sleep-and-grades, round the loop: does sleep in exam week change exam scores? Each stage has its own tab, and the agent can help at every one.

6.1 · work
Write the software
with the agent
6.2 · run
Run it
and look at the data
6.3 · work
Analyse
in a notebook
6.4 · paper
Write
with a live PDF
6.5 · review
Check
every change
6.6 · git
Save
and back up

6.1 Write the software, with the agent

Claude Code sits beside the editor in the work tab. Tell it what you want in plain English. It reads the project, proposes changes and asks before it does anything you haven’t allowed. Here I asked it to add a second factor to the simulation.

Claude Code on the right explaining the change it made, with the edited simulation file open in the editor on the left 12345
  1. Claude shows each edit as it makes it: red lines removed, green lines added. Here it also updated a sentence in the paper so the Methods section matches the code.
  2. Its summary: what it changed, how it checked the result, and what it hasn’t done yet (re-run the notebook).
  3. The changed file is open in the editor. The coloured bar in the margin marks changed lines.
  4. Changed files are marked in the file list.
  5. Reply here to ask for changes or the next step.
After asking: “Add exam stress to the simulation: give each student a stress score from 0 to 10 that lowers their exam score by about one point per unit.” · click the screenshot to enlarge

To open any file yourself, click it in the file list on the left. Right-click in the text for a menu of everyday actions: find a file, search the whole project, show the PDF, show or hide the file list.

6.2 Run it and look at the data

The run tab has a plain terminal on the left for running your software, and a Python console on the right that already knows about your project, so you can load the data and poke at it.

The run tab: a terminal on the left showing the first rows of simulated students, and an IPython console on the right showing summary statistics and correlations 1234
  1. The run tab.
  2. A terminal for running your software. Here it prints the first eight simulated students, including the new stress column.
  3. A Python console (IPython) that can import your project’s code. Type a line, press Enter, see the result.
  4. Quick checks before any formal analysis: here, how sleep, stress and score move together.
The run tab · click the screenshot to enlarge

6.3 Analyse in a notebook

Analysis lives in Quarto notebooks in analysis/: text and Python code in one file. The starter notebook simulates the cohort, fits a line, and saves the figure straight into paper/figures/, so the paper always shows the latest result. To run a whole notebook, type this in the run tab’s terminal:

uv run quarto render analysis/01-explore.qmd
The analysis notebook open in the editor, showing Python code that fits a line and saves the figure into the paper folder 1234
  1. Notebooks live in analysis/.
  2. Setup code: it loads the project’s simulation and saves the data to data/.
  3. Headings and text between the code explain the analysis, like a lab notebook.
  4. This line saves the figure straight into paper/figures/, so the paper always shows the latest version.
The analysis notebook in analysis/ · click the screenshot to enlarge

6.4 Write the paper, with a live PDF

The paper is paper/index.qmd, written in Markdown: plain text with a few marks for headings, emphasis and citations. The paper tab rebuilds the PDF every time you save. To see it, right-click in the text and choose Show PDF preview. The PDF opens in a window beside the editor, and clicking any sentence in it takes the editor to that sentence.

The paper source in the editor on the left and the PDF preview window on the right showing the same sections 1234
  1. The source of the Results section in paper/index.qmd.
  2. The same paragraph in the PDF. Click any sentence here and the editor jumps to it.
  3. The preview opens in its own window and updates a few seconds after you save.
  4. The agent’s change to the Methods section, already in the PDF.
Click-to-jump PDF preview · click the screenshot to enlarge

Citations. With Zotero open, type \ci in the paper (press \ then c then i, not in typing mode) and Zotero’s search box appears. Pick a paper and its citation, such as [@knuth1984], appears at the cursor. The reference list builds itself.

Grammar. Spelling and grammar suggestions appear as you write, from a checker called Harper that runs on your own computer.

6.5 Check every change

The review tab shows every line that has changed since you last saved a version, whether you changed it or the agent did. This is where you stay in charge: read what the agent wrote before you keep it.

Hunk in the review tab: on the left the old version of each changed line in red, on the right the new version in green 12345
  1. The review tab.
  2. Every file that has changed since your last saved version. Click one to jump to it.
  3. The old version, in red.
  4. The new version, in green. This is the agent’s Methods sentence.
  5. The agent’s change to the simulation, line by line. Read it here before you keep it.
The review tab · click the screenshot to enlarge

6.6 Save a version and back it up

When the project is in a state worth keeping, save a version (a commit) in the git tab. You can also just ask the agent: “commit this with a short description”. The first time, ask it to “create a private GitHub repository for this project and push it”, and your work is backed up from then on.

lazygit in the git tab: changed files on the left, the saved versions below them, and the selected file’s changes on the right 1234
  1. Changed files. Press Space on a file to include it in the next saved version, or a for all of them.
  2. Saved versions so far, newest first.
  3. What changed in the selected file.
  4. The keys for this screen are always listed along the bottom: c saves a version (a commit) and asks for a short description.
The git tab · click the screenshot to enlarge

Round again

This is where keeping everything in one place pays off. Change the simulation, render the notebook, and the figure in the paper updates with it. Ask the agent to “check that the numbers in the Results section still match the analysis”, and it can, because it can see the code, the data and the paper together.

Coming back tomorrow

Open the Omarchy menu, choose Projects and pick your project. Everything comes back as you left it: the editor, the agent with your conversation, the console and the PDF builder. Even after you restart the computer, opening the project from the menu starts each tab’s program again.

Cheat sheet and help

ToDo
Open the Omarchy menuSuper + Space (the Super key has the Windows or ⌘ logo)
Open an appSuper + Alt + Space
Open a terminalSuper + Enter
Close a windowSuper + W
See every shortcutSuper + K
Start or open a projectOmarchy menu › Projects
Switch tabs in a projectAlt + 1 … 5, or click the tab
Open a fileClick it in the file list
Everyday editor actionsRight-click in the text
Type in the editor / stop typingi to start typing, Esc to stop
Save the fileEsc, then type :w and press Enter
Find any editor shortcutPress Space and wait

When you’re stuck, ask your agent. It can read the error, explain it and usually fix it. Try “the PDF preview isn’t updating, can you find out why?” For Omarchy itself, the Omarchy manual and its Discord are friendly places to ask.