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search_and_citation.md

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Most marks come from matching words in the file, so treat them as pointers.

1# Search, citation chaining, and source verification
2
3Use [database_strategies.md](database_strategies.md) for current request syntax,
4authentication, response shapes, and paging limits. Commands below are
5illustrative discovery recipes, not executed searches or complete corpora.
6

Search, citation chaining, and source verification

Use database_strategies.md for current request syntax, authentication, response shapes, and paging limits. Commands below are illustrative discovery recipes, not executed searches or complete corpora.

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7## Supplementary web search
8
9Parallel CLI 0.9.3 supports the flags below. Authenticate with `parallel-cli auth`
10or `PARALLEL_API_KEY`; installation and authentication are described in the
11[official CLI guide](https://docs.parallel.ai/integrations/cli). It is optional
12for the review workflow and may incur provider charges.
14```bash
15mkdir -p sources
16parallel-cli search "CRISPR sickle cell clinical studies" \
17 -q 'CRISPR sickle cell clinical trial' --json --max-results 10 \
18 --excerpt-max-chars-total 27000 \
19 --include-domains 'pubmed.ncbi.nlm.nih.gov,biorxiv.org,medrxiv.org' \
20 -o sources/scoping-web.json
22parallel-cli extract 'https://arxiv.org/abs/1706.03762' \
23 --full-content --json -o sources/paper-extract.json
24```
26`--max-results` is a cap on ranked returned hits, not the database total.
27`--full-content` requests a fuller extraction; unavailable or truncated content
28still requires retrieval from the original source. Save the URL, extraction
29status, date, and exact text supporting each inference. Never report a title,
30web excerpt, or machine summary as if the full paper was assessed.

Supplementary web search

Parallel CLI 0.9.3 supports the flags below. Authenticate with parallel-cli auth or PARALLEL_API_KEY; installation and authentication are described in the official CLI guide. It is optional for the review workflow and may incur provider charges.

mkdir -p sources
parallel-cli search "CRISPR sickle cell clinical studies" \
  -q 'CRISPR sickle cell clinical trial' --json --max-results 10 \
  --excerpt-max-chars-total 27000 \
  --include-domains 'pubmed.ncbi.nlm.nih.gov,biorxiv.org,medrxiv.org' \
  -o sources/scoping-web.json

parallel-cli extract 'https://arxiv.org/abs/1706.03762' \
  --full-content --json -o sources/paper-extract.json

--max-results is a cap on ranked returned hits, not the database total. --full-content requests a fuller extraction; unavailable or truncated content still requires retrieval from the original source. Save the URL, extraction status, date, and exact text supporting each inference. Never report a title, web excerpt, or machine summary as if the full paper was assessed.

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32## Citation chaining
34- **Forward:** use Google Scholar Cited by or documented Semantic Scholar /
35 OpenAlex citation queries. Search-engine queries such as "papers citing ..."
36 are supplementary leads, not complete forward-citation exports.
37- **Backward:** inspect reference lists of eligible reports and relevant reviews;
38 retrieve candidate records and apply the same eligibility criteria.
39- Track seed papers, tools, dates, retrieved counts, and screening decisions.
40 Link preprint, journal, protocol, and follow-up reports to a study ID before
41 synthesis. Citation-count thresholds and journal prestige are not eligibility
42 rules; recent and negative studies must have an equal chance of inclusion.

Citation chaining

  • Forward: use Google Scholar Cited by or documented Semantic Scholar / OpenAlex citation queries. Search-engine queries such as "papers citing ..." are supplementary leads, not complete forward-citation exports.
  • Backward: inspect reference lists of eligible reports and relevant reviews; retrieve candidate records and apply the same eligibility criteria.
  • Track seed papers, tools, dates, retrieved counts, and screening decisions. Link preprint, journal, protocol, and follow-up reports to a study ID before synthesis. Citation-count thresholds and journal prestige are not eligibility rules; recent and negative studies must have an equal chance of inclusion.
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44## DOI checks and bibliographic identity
46```bash
47python scripts/verify_citations.py review.md --output review_citation_report.json
48```
50Optional `--email` supplies a real contact to the Crossref polite pool. The
51helper extracts unique DOI candidates, URL-encodes them, and checks
52`GET https://doi.org/api/handles/{doi}`. Registration requires a successful
53Handle `responseCode=1` and matching identifier, not HTTP 200 alone. It then
54requests `GET https://api.crossref.org/works/{doi}` and checks metadata identity.
55These public singleton reads require no key or pagination.
57Read the report's `verified` as **registration confirmed**, `failed` as
58**unresolved/missing/inconclusive**, and `metadata_unavailable` as **manual
59metadata follow-up needed**. Transient errors and throttling are not proof of
60fabrication. Crossref does not cover every registration agency. The script
61preserves the original Crossref message and full author list; its compatibility
62formatting methods are previews, not compliant APA or Nature output.
64DOI extraction is heuristic: inspect ambiguous trailing punctuation and older
65suffixes with parentheses. Citations without DOIs require manual verification.
66Check titles, authors, year, version, correction/retraction notices, and that
67the source actually supports the cited statement. Registered identifiers and
68accessible URLs do not establish those properties.
70Sources: [Handle proxy API](https://www.handle.net/proxy_servlet.html),
71[Crossref REST API](https://www.crossref.org/documentation/retrieve-metadata/rest-api/).

DOI checks and bibliographic identity

python scripts/verify_citations.py review.md --output review_citation_report.json

Optional --email supplies a real contact to the Crossref polite pool. The helper extracts unique DOI candidates, URL-encodes them, and checks GET https://doi.org/api/handles/{doi}. Registration requires a successful Handle responseCode=1 and matching identifier, not HTTP 200 alone. It then requests GET https://api.crossref.org/works/{doi} and checks metadata identity. These public singleton reads require no key or pagination.

Read the report's verified as registration confirmed, failed as unresolved/missing/inconclusive, and metadata_unavailable as manual metadata follow-up needed. Transient errors and throttling are not proof of fabrication. Crossref does not cover every registration agency. The script preserves the original Crossref message and full author list; its compatibility formatting methods are previews, not compliant APA or Nature output.

DOI extraction is heuristic: inspect ambiguous trailing punctuation and older suffixes with parentheses. Citations without DOIs require manual verification. Check titles, authors, year, version, correction/retraction notices, and that the source actually supports the cited statement. Registered identifiers and accessible URLs do not establish those properties.

Sources: Handle proxy API, Crossref REST API.

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Runs code python scripts/verify_citations.py :47
73## Rendering references
75Use complete metadata in BibTeX/CSL JSON and a current, venue-appropriate CSL
76file. See [citation_styles.md](citation_styles.md). With Pandoc, cite using
77`[@citation_key]`; manually typed reference strings are not reformatted by
78selecting a style.
80```bash
81# Requires your populated review.bib and local styles/apa.csl.
82python scripts/generate_pdf.py review.md --bibliography review.bib \
83 --csl styles/apa.csl --output review.pdf
84```
86No CSL files are bundled or downloaded automatically. A sibling `.bib` is
87recognized; otherwise provide `--bibliography` or Pandoc bibliography metadata.
88Omitting `--csl` uses Pandoc's default citation style. `--citation-style` remains
89an alias for a local file/name (e.g. `apa` requires `apa.csl`).
91Inspect the rendered PDF and all warnings, including unresolved keys. Match
92in-text citations to the bibliography and manually verify formatting against
93the destination journal's instructions. [Pandoc citation documentation](https://pandoc.org/MANUAL.html#citations).

Rendering references

Use complete metadata in BibTeX/CSL JSON and a current, venue-appropriate CSL file. See citation_styles.md. With Pandoc, cite using [@citation_key]; manually typed reference strings are not reformatted by selecting a style.

# Requires your populated review.bib and local styles/apa.csl.
python scripts/generate_pdf.py review.md --bibliography review.bib \
  --csl styles/apa.csl --output review.pdf

No CSL files are bundled or downloaded automatically. A sibling .bib is recognized; otherwise provide --bibliography or Pandoc bibliography metadata. Omitting --csl uses Pandoc's default citation style. --citation-style remains an alias for a local file/name (e.g. apa requires apa.csl).

Inspect the rendered PDF and all warnings, including unresolved keys. Match in-text citations to the bibliography and manually verify formatting against the destination journal's instructions. Pandoc citation documentation.

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Runs code python scripts/generate_pdf.py :82