Literature review
You are the retrieval ranker. Run the searches, look at every candidate, decide what is
worth reading, and read it before it becomes a claim. Never hand the loop to a worker: the
ranking is the judgement, and a worker without the conversation ranks for a different
question.
Non-negotiables
- One window, one priority, fixed before the first query. Recency, historical or
default; a date bound only if the question has one. Never widen the window mid-loop to
find "the famous paper" the user excluded.
- Budget by difficulty. Rate the question 1–10. Difficulty 1–3 gets the initial round
only; 4–7 gets one follow-up round; 8–10 gets two. A round targets one concrete gap
(an acronym, a method, a benchmark, a venue), never a rephrasing.
- Deduplicate by identifier, then by DOI or arXiv id, then by normalized title. Prefer
the published version's record; note when the arXiv version is the one read.
- Rank by topical fit. The APIs already blend recency and citations into their order;
do not apply those preferences a second time, and never compare citation counts across
sources.
- Read before you claim. A candidate list may link titles; a finding attributed to a
paper requires having read at least its abstract, and its results section for a number.
Put the source link right after the sentence it supports.
- Stop when coverage is sufficient. Five to fifteen strong candidates beat forty
padded ones. The budget is a cap, not a target.
- Size the review to the request. "A bit of a review", "a quick look", "what is the
closest work" is discovery mode: two or three searches, three to five papers read, the
concrete missing comparison named, one follow-up search only if that gap matters. The
citation ledger, corpus downloads and exhaustive screening are for requests that ask
for them. Report substantive findings and blockers, not each retrieval step.
Workflow
Tools. literature search queries OpenAlex and arXiv together, merges records of the
same paper, and returns citable candidates (DOI / arXiv id, venue, citations, abstract,
whether open full text exists) with a per-source report. literature read takes a DOI,
arXiv id, URL, local PDF or exact title, caches the open full text once, and returns
page-addressed text: the opening pages, a pages range, or passages matching query.
When a source is rate limited the tool has already fallen back where it can (arXiv
records also come from OpenAlex and arxiv.org/abs); do not fan out retries, use the
alternative it names. Exact API requests, for cases the tool does not cover, are in
skills/core/citations/references/apis.md.
| Field |
Default (literature search) |
Add via sources or other tools |
| ML, CS, math, physics |
OpenAlex + arXiv |
semantic-scholar for citation chasing |
| Biology, medicine |
OpenAlex + arXiv |
pubmed, europepmc, biorxiv; query_pubmed when available |
| Any journal-heavy field |
OpenAlex + arXiv |
crossref; research_search for grey literature and reports |
Keyword terms are the user's words and terms observed in results; never invent an acronym
expansion. If the query mixes prose with an acronym, run one extra call on the acronym
alone in the same round.
Ranking. Inspect title, abstract, venue and date for every candidate. Keep what answers
the question; drop what shares only vocabulary. Within a source the order already carries
the requested priority; reorder for topical fit only. Note candidates with code or data.
Follow-up rounds. One round per concrete gap: a method the results keep citing, a
benchmark named but not covered, the seminal paper an abstract points at. Use the source
that fits the gap (arXiv keyword for exact terms, OpenAlex for cross-disciplinary reach,
referenced_works and cited_by on OpenAlex for citation chasing). Re-evaluate after
each round and stop as soon as coverage holds.
Reading. literature read the 3–5 papers that carry the synthesis; query finds the
passage, pages reads a section. The tool says when only the abstract is open: cite
only what the abstract supports, or ask for the PDF. Extract: the claim, the setup that
produced it, the number with its uncertainty and conditions, the stated limitations. Do
not summarize from snippets.
Synthesis. Organize by idea, not by paper: what is established, what is contested, what
is missing. Each substantive sentence ends with its source link (https://doi.org/<doi>
or https://arxiv.org/abs/<id>). Distinguish "X showed" from "X argued" from "X reported
in a preprint". Close with the gap the user's work addresses, if that was the purpose.
Modes
- Discovery ("find papers", "what should I read"): the ranked list with one line each on
why it matters and its link. Stop there; depth is not requested.
- Related work: the synthesis above, shaped as prose for the manuscript, with the
positioning sentence for the user's contribution; the citations skill writes the
.bib.
- Systematic or scoping review (only when asked): PRISMA-style protocol first
(question, databases, strings, inclusion and exclusion criteria), a screening log with
counts at each stage, an evidence table, then the synthesis.
references/database-strategies.md
and references/search-strategies.md carry the database-specific syntax and strategy
patterns.
Before you hand it over
- Every attributed finding was read, not inferred from a title or snippet.
- Every paper linked by DOI or arXiv id; preprints marked as such.
- The window and priority stated; excluded well-known work explained by the window.
- Coverage claims are modest: "no paper found in these sources under this window" rather
than "no work exists".
1---2name: literature-review3description: Finds, ranks and reads the literature on a question, the retrieval loop the lead runs itself over OpenAlex, arXiv, Crossref, PubMed and bioRxiv with a fixed budget, deduplication, ranking by topical fit, reading of the load-bearing papers and claim-level links, for related-work sections, prior-art checks, surveys and systematic reviews. Use for "find papers", "what is known about", related work, or a review; escalate to PRISMA screening only when a systematic review is requested. For one quick fact or definition use research-lookup.4license: MIT5---67# Literature review89You are the retrieval ranker. Run the searches, look at every candidate, decide what is10worth reading, and read it before it becomes a claim. Never hand the loop to a worker: the11ranking is the judgement, and a worker without the conversation ranks for a different12question.1314## Non-negotiables15161. **One window, one priority, fixed before the first query.** Recency, historical or17 default; a date bound only if the question has one. Never widen the window mid-loop to18 find "the famous paper" the user excluded.192. **Budget by difficulty.** Rate the question 1–10. Difficulty 1–3 gets the initial round20 only; 4–7 gets one follow-up round; 8–10 gets two. A round targets one concrete gap21 (an acronym, a method, a benchmark, a venue), never a rephrasing.223. **Deduplicate by identifier**, then by DOI or arXiv id, then by normalized title. Prefer23 the published version's record; note when the arXiv version is the one read.244. **Rank by topical fit.** The APIs already blend recency and citations into their order;25 do not apply those preferences a second time, and never compare citation counts across26 sources.275. **Read before you claim.** A candidate list may link titles; a finding attributed to a28 paper requires having read at least its abstract, and its results section for a number.29 Put the source link right after the sentence it supports.306. **Stop when coverage is sufficient.** Five to fifteen strong candidates beat forty31 padded ones. The budget is a cap, not a target.327. **Size the review to the request.** "A bit of a review", "a quick look", "what is the33 closest work" is discovery mode: two or three searches, three to five papers read, the34 concrete missing comparison named, one follow-up search only if that gap matters. The35 citation ledger, corpus downloads and exhaustive screening are for requests that ask36 for them. Report substantive findings and blockers, not each retrieval step.3738## Workflow3940- [ ] Frame: the question in the user's terms, the window, the priority, the difficulty.41- [ ] Initial round: two or three targeted `literature search` calls, concurrently.42- [ ] Deduplicate, rank, and decide whether a follow-up round is warranted.43- [ ] `literature read` the 3–5 load-bearing papers (more only if asked).44- [ ] Write the synthesis with claim-level links; list what was excluded and why.4546**Tools.** `literature search` queries OpenAlex and arXiv together, merges records of the47same paper, and returns citable candidates (DOI / arXiv id, venue, citations, abstract,48whether open full text exists) with a per-source report. `literature read` takes a DOI,49arXiv id, URL, local PDF or exact title, caches the open full text once, and returns50page-addressed text: the opening pages, a `pages` range, or passages matching `query`.51When a source is rate limited the tool has already fallen back where it can (arXiv52records also come from OpenAlex and arxiv.org/abs); do not fan out retries, use the53alternative it names. Exact API requests, for cases the tool does not cover, are in54`skills/core/citations/references/apis.md`.5556| Field | Default (`literature search`) | Add via `sources` or other tools |57| --- | --- | --- |58| ML, CS, math, physics | OpenAlex + arXiv | `semantic-scholar` for citation chasing |59| Biology, medicine | OpenAlex + arXiv | `pubmed`, `europepmc`, `biorxiv`; `query_pubmed` when available |60| Any journal-heavy field | OpenAlex + arXiv | `crossref`; research_search for grey literature and reports |6162Keyword terms are the user's words and terms observed in results; never invent an acronym63expansion. If the query mixes prose with an acronym, run one extra call on the acronym64alone in the same round.6566**Ranking.** Inspect title, abstract, venue and date for every candidate. Keep what answers67the question; drop what shares only vocabulary. Within a source the order already carries68the requested priority; reorder for topical fit only. Note candidates with code or data.6970**Follow-up rounds.** One round per concrete gap: a method the results keep citing, a71benchmark named but not covered, the seminal paper an abstract points at. Use the source72that fits the gap (arXiv keyword for exact terms, OpenAlex for cross-disciplinary reach,73`referenced_works` and `cited_by` on OpenAlex for citation chasing). Re-evaluate after74each round and stop as soon as coverage holds.7576**Reading.** `literature read` the 3–5 papers that carry the synthesis; `query` finds the77passage, `pages` reads a section. The tool says when only the abstract is open: cite78only what the abstract supports, or ask for the PDF. Extract: the claim, the setup that79produced it, the number with its uncertainty and conditions, the stated limitations. Do80not summarize from snippets.8182**Synthesis.** Organize by idea, not by paper: what is established, what is contested, what83is missing. Each substantive sentence ends with its source link (`https://doi.org/<doi>`84or `https://arxiv.org/abs/<id>`). Distinguish "X showed" from "X argued" from "X reported85in a preprint". Close with the gap the user's work addresses, if that was the purpose.8687## Modes8889- **Discovery** ("find papers", "what should I read"): the ranked list with one line each on90 why it matters and its link. Stop there; depth is not requested.91- **Related work**: the synthesis above, shaped as prose for the manuscript, with the92 positioning sentence for the user's contribution; the citations skill writes the `.bib`.93- **Systematic or scoping review** (only when asked): PRISMA-style protocol first94 (question, databases, strings, inclusion and exclusion criteria), a screening log with95 counts at each stage, an evidence table, then the synthesis. `references/database-strategies.md`96 and `references/search-strategies.md` carry the database-specific syntax and strategy97 patterns.9899## Before you hand it over100101- Every attributed finding was read, not inferred from a title or snippet.102- Every paper linked by DOI or arXiv id; preprints marked as such.103- The window and priority stated; excluded well-known work explained by the window.104- Coverage claims are modest: "no paper found in these sources under this window" rather105 than "no work exists".