research-survey¶
Survey/literature review generation
literature-discovery · literature-synthesisResearch Survey¶
Generates high-quality, survey-grade literature reviews from papers collected by paper-navigator.
paper-navigator (collect 30-120 papers)
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Stage 1: Generate Outline (query-type adaptive structure)
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Stage 2: Draft Survey (outline + top-30 papers)
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Stage 3: Expand Sections (draft + all papers, section-by-section)
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Stage 4: Generate Section Summaries
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Stage 5: Refine Summary Sections (Abstract/Intro/Conclusion)
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Stage 6: Assemble + References
When to Use¶
- User asks for a "literature review", "survey", "field overview", or "systematic review"
- User has collected papers and wants them synthesized into a structured report
- User wants to understand the full landscape of a research field
When NOT to Use¶
- Finding papers → use
paper-navigatorfirst, then come here - Generating research ideas → use
research-ideation - Writing a Related Work section for a paper → use
paper-writing
Dependency: paper-navigator¶
This skill requires papers as input. If the user hasn't provided papers, first invoke paper-navigator (Workflow 1, target 30-120 papers) to collect them.
CRITICAL: All paper discovery MUST use the paper-navigator skill and its scripts (scholar_search, citation_traverse, arxiv_monitor, recommend, etc.). Using WebSearch, WebFetch, or any generic web search tool for finding papers is PROHIBITED. Generic web search cannot access Semantic Scholar, citation graphs, or academic recommendation systems. Only paper-navigator provides the academic search infrastructure needed for survey-quality literature collection.
Stage 1: Generate Outline¶
This is a two-phase process. Different fields have different survey conventions — a clinical systematic review looks nothing like a CS methods survey. First generate a domain-appropriate template, then create the detailed outline.
Phase 1A: Generate Domain-Specific Survey Template¶
Before outlining, identify the field and adapt the structure:
- Identify the field from the user's goal and collected papers
- Select section names and organization logic using the field-specific conventions in
assets/survey-template.md(e.g., medicine organizes by intervention type and follows PRISMA; chemistry organizes by reaction class; social sciences organize by theoretical perspective) - Add field-specific sections (e.g., Risk of Bias Assessment for medicine, Structure-Property Relationships for materials, Ethical Considerations for human-subjects research)
- Determine comparison table dimensions appropriate to the field
Phase 1B: Create Detailed Outline¶
With the domain-specific template as the framework, generate the outline:
Query Type Classification¶
| Type | Example | Structure |
|---|---|---|
| A: Single-topic deep dive | "Catalyst design for electrochemical CO2 reduction" | Intro → Problem Definition → Methods (by mechanism/approach) → Evaluation → Challenges → Conclusion |
| B: Multi-topic parallel | "Drug resistance mechanisms and therapeutic strategies in cancer immunotherapy" | Intro → Topic 1 (definition + methods) → Topic 2 (definition + methods) → Evaluation → Challenges → Conclusion |
| C: Pipeline/stage-based | "From sample preparation to data analysis in single-cell RNA sequencing" | Chapters organized by workflow stages |
Outline Requirements¶
The outline is NOT a simple heading list — it's a blueprint with meta-instructions for each section. For each ## Section:
- Include
[Instruction: ...]specifying what the section must contain - Specify required tables with field-appropriate columns
- For main body sections: mandate taxonomy by underlying principle/mechanism, NOT chronology
- Include any field-required elements (e.g., PRISMA flowchart for medical systematic reviews, mathematical formalism for physics)
See references/survey-methodology.md for full outline generation rules and assets/survey-template.md for field-specific conventions.
Stage 2: Draft Survey¶
Generate a complete draft from the outline using the top-30 most relevant papers.
- Use numbered citations [1], [2, 3] throughout
- Follow the outline's meta-instructions strictly
- Each methods section must build a taxonomy and include comparison tables
- Problem definition must include LaTeX formalization (
$$...$$)
Stage 3: Expand Sections¶
Expand each non-summary section using all collected papers (30-120). This is where survey-grade depth is achieved.
Section Expansion Targets¶
| Section Type | Target Length | Focus |
|---|---|---|
| Methods | 6000+ words per paradigm chapter | Technical narratives, mechanism analysis, comparison tables |
| Evaluation | 3500+ words | Benchmark taxonomy, metric analysis, SOTA summary |
| Challenges | 3000+ words | Problem definition + evidence + opportunity per challenge |
| Applications | 3000+ words | Real-world use cases with specific achievements |
| Problem Definition | 2000+ words | LaTeX formalization, constraints, assumptions |
| Other | 2500+ words | Default |
Expansion Rules¶
- Thematic coherence: Keep same themes and narrative flow as draft — don't introduce unrelated topics
- Cite comprehensively: Use as many relevant papers from the full collection as possible
- Survey-grade depth: Multi-paragraph technical narratives per method family, not shallow bullet points
- For each paradigm/method family, include:
- Technical narrative: How it works, theoretical assumptions, nuances between papers
- Critical analysis: Why effective, trade-offs, failure modes
- Comparative analysis table: Method | Core Mechanism | Key Advantage | Limitation | Performance
Stage 4: Generate Section Summaries¶
After all content sections are expanded, generate a condensed summary for each major section:
- Summarize each expanded section in 150-300 words
- Preserve the key taxonomy, representative methods, and main trade-offs
- Keep citation anchors so later summary sections remain grounded
These section summaries become the shared context for the final abstract, introduction, and conclusion.
Stage 5: Refine Summary Sections¶
After all content sections are expanded, refine the summary sections (Abstract, Introduction, Conclusion):
- Use all section summaries as context to rewrite Abstract, Introduction, Conclusion
- This ensures summary sections accurately reflect the full survey content
Summary Section Standards¶
Abstract (300-500 words): - Continuous narrative, NO bullet points or bold labels - Must cover: background → gap → scope → key findings → outlook
Introduction: - Continuous narrative, NO subsections or bullet points - Must cover: research background → why traditional methods fail → method summary → scope & organization
Conclusion: - Summarize findings, state which paradigm is most promising - Respond to user's original research goal - Provide clear "next step" recommendation
Stage 6: Assemble Final Survey¶
Assemble sections in outline order, then append formatted references:
Save to /artifacts/survey-{topic}-{date}.md.
Core Quality Principles¶
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Build taxonomy, don't enumerate: Cluster papers by technical mechanism, not chronology. This is the defining characteristic of a survey vs. a summary.
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Critical insight over description: For EVERY method, analyze WHY it works, WHAT trade-off it makes, WHERE it fails. This separates survey-grade writing from shallow summaries.
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Goal-centric filtering: Every piece of information must answer "How does this help achieve the research goal?" Discard information that doesn't serve the goal, even if it's interesting.
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Strict terminology fidelity: Use the user's exact technical terms. Do NOT drift to related but different concepts.
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Dense citations: Ground ALL claims with numbered citations [X]. Nearly every sentence should reference at least one paper.
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Zero vagueness: Replace generic statements with specific method names, dataset names, metric values, and problem descriptions.
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Visual structure: Use Markdown tables extensively — paradigm comparison, intra-paradigm method comparison, benchmark tables, metric tables.
Reference Materials¶
| Resource | Location | Purpose |
|---|---|---|
| Multi-stage pipeline details | references/survey-methodology.md |
Full methodology: outline rules, section standards, expansion targets |
| Section quality checklist | references/section-quality-checklist.md |
Per-section verification checklist before finalizing |
| Survey output template | assets/survey-template.md |
English Markdown template with section structure, table formats, and placeholder guidance |
Handoff¶
| From → To | When |
|---|---|
paper-navigator → here |
Papers collected, user wants synthesis |
Here → research-ideation |
Survey reveals research gaps worth pursuing |
Here → paper-writing |
Survey informs Related Work section of a paper |
Here → paper-planning |
Survey provides literature context for story design |