Learning Objectives -- RAG System Implementation
Workshop Overview
Build a complete Retrieval-Augmented Generation system that answers questions from your own documents, with source citations and quality evaluation. By the end of this 3-hour afternoon session, you will have a working knowledge base you can continue to develop.
Primary Learning Outcomes
By the end of this workshop, you will be able to:
1. RAG Architecture and Concepts
You will be able to:
- Explain the RAG pipeline: ingestion, embedding, retrieval, generation
- Identify when RAG is the right approach (vs fine-tuning, prompt engineering, or web search)
- Choose appropriate vector databases for different use cases
- Describe how embeddings represent semantic meaning as vectors
- Understand the trade-offs between local and cloud embedding models
Success Criteria:
- Can draw and explain the RAG pipeline from memory
- Can justify technology choices for a given scenario
- Can explain cosine similarity and distance scores
2. Document Processing and Chunking
You will be able to:
- Load documents from multiple formats (markdown, text, PDF)
- Apply recursive character splitting with configurable chunk size and overlap
- Choose chunk parameters appropriate to your document type
- Preserve source metadata through the chunking pipeline
Success Criteria:
- Successfully loaded and chunked at least 3 documents
- Can explain why chunk size and overlap matter
- Can describe when to use small vs large chunks
3. Vector Store Setup and Management
You will be able to:
- Create and configure a ChromaDB persistent collection
- Add documents with metadata to a vector store
- Run semantic similarity searches with distance scores
- Incrementally add new documents without rebuilding the entire index
Success Criteria:
- ChromaDB collection created and queryable
- Search returns relevant results for test queries
- New documents added successfully to existing collection
4. Embedding Model Selection and Usage
You will be able to:
- Use local embedding models (Sentence Transformers, Ollama)
- Optionally configure cloud embedding models (OpenAI)
- Compare embedding model quality, speed, and privacy characteristics
- Choose the right embedding model for your deployment context
Success Criteria:
- At least one embedding model producing vectors
- Can articulate the privacy implications of cloud vs local embeddings
- Understand dimension count and its relationship to quality
5. Query Pipeline Construction
You will be able to:
- Build a complete retrieve-then-generate pipeline
- Construct effective prompts that constrain the LLM to retrieved context
- Implement citation tracking with source attribution
- Create an interactive question-answering interface
Success Criteria:
- Pipeline produces grounded answers from retrieved context
- Answers include [Reference N] style citations
- Interactive chat mode works for ad-hoc queries
6. Advanced Retrieval Techniques
You will be able to:
- Apply metadata filtering to scope searches
- Implement hybrid search (vector + keyword)
- Use query expansion to improve recall
- Apply cross-encoder re-ranking for improved precision
Success Criteria:
- Metadata filtering narrows results correctly
- Hybrid search handles exact-term queries better than vector-only
- Re-ranking demonstrably improves result ordering
7. Quality Evaluation
You will be able to:
- Write test cases with expected facts and sources
- Verify that retrieved chunks come from the correct documents
- Check that generated answers are grounded in context (not hallucinated)
- Identify when chunking or embedding choices need adjustment
Success Criteria:
- Evaluation script runs and produces pass/fail results
- At least 80% of test cases pass
- Can diagnose and explain test failures
Skill Levels
Beginner Level (First 45 Minutes)
Knowledge:
- Understand what RAG is and why it exists
- Know the difference between vector search and keyword search
- Recognise the main components: embeddings, vector store, LLM
Skills:
- Set up a Python environment with RAG libraries
- Load and chunk documents
- Create a ChromaDB collection
- Run basic similarity searches
Intermediate Level (45-120 Minutes)
Knowledge:
- Understand chunking trade-offs (size, overlap, strategy)
- Know how to evaluate retrieval quality
- Comprehend the role of prompting in RAG quality
Skills:
- Build a complete RAG pipeline end to end
- Add citation tracking to generated answers
- Apply metadata filtering
- Implement hybrid search
Advanced Level (120-180 Minutes)
Knowledge:
- Understand re-ranking and when it helps
- Know production deployment considerations
- Recognise limitations and failure modes
Skills:
- Apply cross-encoder re-ranking
- Implement query expansion
- Build a domain-specific knowledge base
- Evaluate and iterate on system quality
Profession-Specific Outcomes
For Researchers and Academics
- Build a literature search assistant over your paper collection
- Cross-reference findings across multiple studies
- Generate cited summaries of research topics
For Business Professionals
- Create a policy and compliance advisor
- Build a project knowledge hub across meeting notes and reports
- Enable quick retrieval of decisions and action items
For Technical Teams
- Index internal documentation for instant search
- Build a troubleshooting assistant from support tickets
- Create an onboarding knowledge base for new team members
For Creative and Content Professionals
- Search and retrieve from content archives
- Find and cite previous work for consistency
- Build a brand voice reference system
Assessment Criteria
Knowledge Assessment (10 points)
- RAG fundamentals and architecture (2 points)
- Embedding and vector concepts (2 points)
- Chunking strategy reasoning (2 points)
- Search and retrieval methods (2 points)
- Production considerations (2 points)
Practical Skills (15 points)
- Environment setup and verification (2 points)
- Document loading and chunking (3 points)
- Vector store creation and querying (3 points)
- Complete RAG pipeline with citations (4 points)
- Advanced technique implementation (3 points)
Application and Reflection (5 points)
- Domain-specific project completion (3 points)
- Quality evaluation and iteration (2 points)
Passing Score: 24/30 (80%)
Success Indicators
Immediate (End of Workshop)
- Working RAG pipeline on your laptop
- At least 5 documents indexed and searchable
- Citation-backed answers to domain queries
- Understanding of how to extend and improve the system
Short-term (1 Week)
- Added your own real documents to the knowledge base
- Tried at least one alternative embedding model
- Shared the system with a colleague
- Identified 3+ use cases for your organisation
Long-term (1 Month)
- Production-ready knowledge base in daily use
- Evaluation pipeline catching quality regressions
- Team members contributing documents
- Measurable time savings in information retrieval
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