I found a very interesting piece in my inbox, from a school principal, "The Art of Inquiry"  https://www.smartbrief.com/original/2019/09/art-inquiry

I think we can easily adapt these for use with primary source research.

• What is the purpose of the project?
• How did it come about?
• What does success look like?
• How does this endeavor fit into the broader organization’s mission?
• Why was company leadership willing to commit to this project?
• What if the organization would not have undertaken this endeavor?
• How does this project leverage our competencies as an organization?
• What are some of the risks we need to be cognizant of with this endeavor?
• Who else in the company should we be speaking with to gather their insights on this work?
• Have other organizations taken on similar projects, and if so, what can we learn from their experience?
• Who are the subject-matter experts in this area and how can we access them?

He also provides steps:

1. Frame questions around points of curiosity that will contribute to the organization’s dialog.
2. Listen for invitations for follow-on questions.
3. Distill the answer and play it back to affirm your understanding.
4. Empathetically inquire about practices that don’t make sense to you; you may just need more information, or maybe the practice no longer serves your organization.
5. Leverage this practice to develop relationships within and outside your organization.