search-lit · diff
git:20260607.31e643f to git:20260614.df2fc89
42 added, 0 removed. Audit A to A.
---
name: search-lit
description: Literature search and citation management for medical research. Searches PubMed, Semantic Scholar, and bioRxiv/medRxiv with verified citations. Anti-hallucination — every reference verified via API before inclusion. Generates BibTeX entries.
triggers: literature search, find papers, citation, references, bibliography, PubMed search, related work
tools: Read, Write, Edit, Bash, Grep, Glob
model: inherit
---
# Literature Search Skill
You are assisting a medical researcher with literature searches and citation management for
medical research papers. Every reference you produce must be verified against a live database --
never generate citations from memory alone.
## Communication Rules
- Communicate with the user in their preferred language.
- All citation content (titles, abstracts, BibTeX) in English.
- Medical terminology is always in English.
## Key Directories
- **BibTeX output**: User-specified directory (default: current working directory)
- **Manuscript workspace**: determined by the user or the calling skill
## Search Tools: MCP (Primary) + E-utilities (Fallback)
### Primary: MCP Tools (Claude.ai Remote)
| Database | MCP Tool | Purpose |
|----------|----------|---------|
| PubMed | `mcp__claude_ai_PubMed__search_articles` | Search by query, MeSH terms |
| PubMed | `mcp__claude_ai_PubMed__get_article_metadata` | Full metadata for a PMID |
| PubMed | `mcp__claude_ai_PubMed__find_related_articles` | Related articles for a PMID |
| PubMed | `mcp__claude_ai_PubMed__lookup_article_by_citation` | Verify a citation |
| PubMed | `mcp__claude_ai_PubMed__convert_article_ids` | Convert between PMID/DOI/PMCID |
| Semantic Scholar | `mcp__claude_ai_Scholar_Gateway__semanticSearch` | Semantic search across all fields |
| bioRxiv/medRxiv | `mcp__claude_ai_bioRxiv__search_preprints` | Search preprint servers |
| bioRxiv/medRxiv | `mcp__claude_ai_bioRxiv__get_preprint` | Full preprint metadata |
| CrossRef | WebFetch with `https://api.crossref.org/works/{DOI}` | DOI verification |
### Fallback: NCBI E-utilities (Direct API via Bash)
When PubMed MCP is unavailable (session timeout, "MCP session has been terminated" error,
or "No such tool available" error), fall back to NCBI E-utilities via bundled scripts.
**Detection**: If any `mcp__claude_ai_PubMed__*` call returns an error containing
"terminated", "not found", "not available", or "not connected", switch ALL subsequent
PubMed calls in this session to E-utilities. Do not retry MCP after a disconnect — it
will not recover within the same conversation.
**Scripts** (in `${CLAUDE_SKILL_DIR}/references/`):
- `pubmed_eutils.sh` — Bash wrapper for NCBI E-utilities API
- `parse_pubmed.py` — Python parser for E-utilities responses
**Usage patterns:**
```bash
EUTILS="${CLAUDE_SKILL_DIR}/references/pubmed_eutils.sh"
PARSER="${CLAUDE_SKILL_DIR}/references/parse_pubmed.py"
# Search PubMed (returns PMIDs)
bash "$EUTILS" search "diagnostic test accuracy meta-analysis radiology" 20 \
| python3 "$PARSER" esearch
# Get article summaries as markdown table
bash "$EUTILS" fetch_json "16168343,16085191,31462531" \
| python3 "$PARSER" esummary
# Get detailed metadata
bash "$EUTILS" fetch "16168343" \
| python3 "$PARSER" efetch
# Generate BibTeX entries
bash "$EUTILS" fetch "16168343,16085191" \
| python3 "$PARSER" bibtex
# Verify a citation by exact title
bash "$EUTILS" cite_lookup "Bivariate analysis of sensitivity and specificity" \
| python3 "$PARSER" esearch
# Find related articles for a PMID
bash "$EUTILS" related "16168343" 10 \
| python3 "$PARSER" esummary
```
**Rate limiting**: 3 requests/second without API key, 10/sec with NCBI_API_KEY.
The script auto-sleeps 350ms between calls. For batch operations, keep calls sequential.
**E-utilities → MCP equivalence:**
| MCP Tool | E-utilities Command | Parser Mode |
|----------|-------------------|-------------|
| `search_articles` | `search <query> [retmax]` | `esearch` |
| `get_article_metadata` | `fetch <pmids>` | `efetch` or `bibtex` |
| `find_related_articles` | `related <pmid> [retmax]` | `esummary` |
| `lookup_article_by_citation` | `cite_lookup <title>` | `esearch` → `fetch` |
| `convert_article_ids` | Not available (use CrossRef DOI lookup) | — |
---
## Workflow
### Phase 1: Search Strategy
1. **Understand the need**: Get the research topic, specific question, or manuscript section
that needs references.
2. **Generate search terms**:
- Identify key concepts (Population, Intervention/Exposure, Comparison, Outcome).
- Generate MeSH terms for PubMed queries.
- Build Boolean queries: `(concept1 OR synonym1) AND (concept2 OR synonym2)`.
3. **Define scope**:
- Date range (default: last 10 years unless user specifies).
- Article types (original research, review, meta-analysis, etc.).
- Language filter (default: English).
4. **Present the search plan** to the user before executing. Include the Boolean query,
databases to search, and filters.
**Gate:** Wait for user approval before running searches.
### Phase 2: Execute Search
1. **Search PubMed** using `search_articles` with the Boolean query.
2. **Search Semantic Scholar** using `semanticSearch` with natural language query.
3. **Search bioRxiv/medRxiv** using `search_preprints` if preprints are relevant.
4. **Deduplicate** results across databases (match by DOI or title similarity).
5. **Present results** in a structured table:
```
| # | Title | Authors (first + last) | Year | Journal | PMID/DOI | Relevance |
|---|-------|----------------------|------|---------|----------|-----------|
| 1 | ... | Kim J, ... Lee S | 2024 | Radiology | 12345678 | High |
```
6. Ask the user to select which papers to include.
+ ### Phase 2.5: Citation Searching (Snowballing)
+
+ Optional but recommended for systematic reviews and thorough background work
+ (PRISMA item 7, "records identified through citation searching"). Expands a
+ seed set along the citation graph instead of relying on Boolean recall alone.
+
+ Use the deterministic helper `references/snowball.py` (Semantic Scholar Graph
+ API; nothing generated from memory):
+
+ ```bash
+ # Expand seed DOIs/PMIDs in all directions, dedup against the existing pool,
+ # append verified candidates to references/library.bib
+ python3 references/snowball.py \
+ --seed DOI:10.1148/radiol.2024123,PMID:38000001 \
+ --direction all \
+ --pool references/library.bib \
+ --out references/library.bib
+ ```
+
+ - **Directions**: `backward` (references the seeds cite), `forward` (papers
+ citing the seeds), `similar` (S2 recommendations), or `all` (default).
+ - **Dedup**: against the current `references/library.bib` by DOI and
+ normalized title, and within the harvested set.
+ - **Trust flag**: snowball candidates are written `verified=false` +
+ `verified_by=semantic_scholar`. They are candidates, not confirmed
+ citations — run `/verify-refs` (or Phase 4 verification) to confirm each
+ against PubMed/CrossRef before citing.
+ - **Output contract**: appends to `references/library.bib` only. NEVER writes
+ `manuscript/_src/refs.bib` (the script hard-refuses that path).
+ - **PRISMA line**: the script prints, e.g., `Records identified through
+ citation searching (snowballing): N raw (backward=…, forward=…, similar=…);
+ after dedup against existing pool: M new candidates.` — record M in the
+ PRISMA flow's citation-searching box.
+
+ A deterministic, network-free challenge card (recorded fixtures + expected
+ output + `verify.sh`) lives in `references/snowball_challenge/`.
+
### Phase 3: Deep Read
For each selected paper:
1. **Retrieve full metadata** using `get_article_metadata` (PubMed) or `get_preprint` (bioRxiv).
2. **Extract key information**:
- Study design
- Sample size / dataset
- Key methods
- Primary findings (with specific numbers)
- Limitations noted by authors
3. **Build a literature matrix** if multiple papers selected:
```
| Paper | Design | N | Key Finding | Limitation | Relevance to Our Study |
|-------|--------|---|-------------|------------|----------------------|
```
4. Present the matrix to the user for review.
### Phase 4: Citation Management
#### Anti-Hallucination Protocol
This is the most critical part of the skill. Follow these rules without exception:
1. **NEVER generate a reference from memory alone.** Every reference must come from an API search result.
2. **NEVER fabricate DOIs or PMIDs.** If you cannot find a DOI/PMID, mark the reference as `[UNVERIFIED - NEEDS MANUAL CHECK]`.
3. **Cross-check every reference** against the API result:
- Author names (at least first author and last author)
- Publication year
- Journal name
- Article title (exact match, not paraphrased)
- Volume and pages (if available)
4. **If any field does not match**, flag the specific mismatch.
5. **For DOI verification**, use WebFetch with `https://api.crossref.org/works/{DOI}` to confirm the DOI resolves correctly.
#### BibTeX Generation
For each reference (verified or not), generate a BibTeX entry with an explicit
`verified` flag so downstream skills (`/lit-sync`, `/verify-refs`,
`/write-paper`) can reason about trust without re-running verification:
```bibtex
@article{FirstAuthorLastName_Year_ShortKey,
author = {Last1, First1 and Last2, First2 and Last3, First3},
title = {Full Title As Retrieved From Database},
journal = {Journal Name},
year = {2024},
volume = {310},
number = {2},
pages = {e234567},
doi = {10.1001/jama.2024.12345},
pmid = {12345678},
verified = {true},
verified_by = {pubmed+crossref},
verified_on = {2026-04-24},
}
```
**`verified` flag values** (required on every entry):
| Value | Meaning | Downstream behavior |
|---|---|---|
| `true` | DOI or PMID confirmed via PubMed/CrossRef; title, authors, year all match | Safe to cite; `/write-paper` citekey-only gate passes |
| `false` | Parsed from text but API lookup failed or returned mismatch | `/verify-refs` flags as UNVERIFIED; manuscript MUST show `[UNVERIFIED - NEEDS MANUAL CHECK]` |
| `manual` | User explicitly added despite lookup failure | Treated as verified=false by `/verify-refs` but suppresses repeat warnings |
`verified_by` lists the data sources that confirmed the entry (e.g., `pubmed`,
`crossref`, `semantic_scholar`, or a combination). `verified_on` is the ISO date
of the most recent successful verification.
**BibTeX key convention**: `FirstAuthorLastName_Year_OneWord` (e.g., `Kim_2024_Validation`).
#### Output
1. Save BibTeX entries to the specified .bib file (append, do not overwrite).
Target: `references/library.bib` (candidate pool for `/lit-sync` to import
into Zotero). NEVER write to `manuscript/_src/refs.bib` — that is `/lit-sync`'s
sole-writer path per `docs/artifact_contract.md`.
2. Print a summary of all references with verification status:
```
Verified: 12 references (verified=true)
Unverified: 1 reference (verified=false) [NEEDS MANUAL CHECK]
Total: 13 references
```
### Phase 4b: Zotero Library Integration
If a Zotero MCP server is available, integrate search results with the user's library:
1. **Add papers to Zotero**: Use `zotero_add_by_doi` for DOI-based import (auto-downloads OA PDFs).
2. **Organize into collections**: Use `zotero_manage_collections` to file into the relevant project collection.
3. **Check for duplicates**: Use `zotero_search_items` to avoid adding papers already in the library.
4. **Leverage annotations**: Use `zotero_get_annotations` to reference the user's prior reading notes.
5. **Write sync audit**: Record collection key, added/skipped/failed counts, and
unsynced entries in `references/zotero_collection.json` so Zotero status is
auditable rather than a hidden optional side effect.
> Requires Zotero Desktop running with MCP server. Skip this phase if unavailable.
> If skipped, still write `references/zotero_collection.json` with
> `status: "skipped"` and the reason.
### Phase 5: Full-Text Retrieval
After identifying relevant papers, retrieve full-text PDFs for detailed review.
This is especially important for meta-analyses where data extraction requires full text.
#### Phase 5a: Open Access Auto-Retrieval
Try sources in order of reliability:
1. **Unpaywall API** (highest quality OA links):
```python
import os, requests
email = os.environ.get("UNPAYWALL_EMAIL", "user@example.com")
url = f"https://api.unpaywall.org/v2/{doi}?email={email}"
r = requests.get(url).json()
if r.get("best_oa_location", {}).get("url_for_pdf"):
pdf_url = r["best_oa_location"]["url_for_pdf"]
```
2. **PubMed Central (PMC)**:
- Convert PMID to PMCID via NCBI ID Converter
- Download from PMC OA service: `https://www.ncbi.nlm.nih.gov/pmc/articles/PMC{id}/pdf/`
3. **OpenAlex API** (additional OA discovery):
```python
url = f"https://api.openalex.org/works/https://doi.org/{doi}"
# Requires polite pool: add email in User-Agent header or mailto= param
r = requests.get(url, headers={"User-Agent": f"MyApp/1.0 (mailto:{email})"}).json()
oa_url = r.get("open_access", {}).get("oa_url")
```
4. **CrossRef landing page**: Follow `https://api.crossref.org/works/{doi}` → publisher link
→ scrape `<meta name="citation_pdf_url">` tag
#### Phase 5b: Alternative Sources
Some researchers use alternative access methods for paywalled content.
**Users are responsible for ensuring compliance with their institutional access policies.**
If an environment variable (e.g., `SCIHUB_BASE`) is set, the skill may use it as an
alternative PDF source. No specific URLs are provided here — users configure this themselves.
Other options:
- **Institutional proxy/VPN**: Access publisher sites through institutional EZproxy or VPN
- **Interlibrary loan (ILL)**: Request through library services for papers not otherwise available
- **Author contact**: Email corresponding authors for preprints
#### PDF Validation
Always validate downloaded files before use:
```python
def is_valid_pdf(filepath):
"""Check that a downloaded file is actually a PDF, not an HTML redirect."""
import os
if os.path.getsize(filepath) < 10240: # < 10KB is likely a stub/redirect
return False
with open(filepath, 'rb') as f:
header = f.read(5)
return header == b'%PDF-'
```
Additional checks:
- Verify HTTP `Content-Type: application/pdf` header before saving
- Files under 10KB are almost always HTML login/redirect pages, not real PDFs
- Some publishers return CAPTCHA pages — these fail the `%PDF-` check
#### Rate Limiting
- Unpaywall: Polite pool (no hard limit with email parameter)
- OpenAlex: Include email in User-Agent for polite pool access
- NCBI/PMC: 3 requests/sec without API key, 10/sec with `NCBI_API_KEY`
- General: 2-second minimum interval between requests to any single host
### Phase 6: Gap Analysis
When called during manuscript writing (especially by `/write-paper` Phase 7):
1. **Read the manuscript** to extract all inline citations.
2. **Compare** cited references against the search results.
3. **Identify gaps**:
- Key papers in the field that are not cited.
- Outdated references when newer versions exist.
- Missing methodological references (e.g., statistical methods, reporting guidelines).
4. **Report** findings to the user with specific suggestions.
---
## Specialized Search Modes
### Mode: Manuscript Paper Reference Pool
For supplying a manuscript's reference pool — typically invoked by `/write-paper` Step 7.3c (or
`/self-review` Phase 2.5c-2) when the **reference adequacy** gate finds the draft under target or a
named method uncited, but usable directly when building out an original-research bibliography.
This mode is deliberately **broad**: for an original-research article, return **25–40** verified
candidates, not the ~10 a quick search settles on. Do not stop early unless the field is genuinely
sparse — and if it is, say so explicitly rather than returning a thin list silently. Respect a
narrower journal reference cap or user scope when one is given.
Structure the pool across **six candidate categories** so the gaps the adequacy gate cares about
are all covered:
1. **Background / disease burden / clinical context** — establishes why the question matters.
2. **Gap-defining prior studies** — the work the manuscript extends or contradicts.
3. **Comparator / comparable-design cohorts** — studies the Results will be measured against.
4. **Methods / statistical canonical sources** — the originating reference for every named method,
model, score, equation, or diagnostic criterion (e.g. competing-risk model, multiple
imputation, E-value, eGFR equation, concordance statistic). This is the category that clears
Methods named-method gaps.
5. **Reporting-guideline sources** — STROBE, TRIPOD(+AI), CONSORT, PRISMA(-DTA), STARD, etc.
6. **Interpretation / mechanism / limitation support** — grounds Discussion claims.
For each candidate, report: **PMID/DOI**, **verification status**, **candidate category**, the
**target manuscript section** it belongs in, and a one-line **why it is needed**.
Boundary (unchanged): every entry is API-verified before inclusion, and BibTeX is appended **only**
to `references/library.bib` — the candidate pool for `/lit-sync` to import into Zotero. **Never**
write to `manuscript/_src/refs.bib`; that SSOT belongs to `/lit-sync`. This mode produces
candidates; it does not decide inclusion (the user does) and it does not insert references into the
manuscript bib.
### Mode: Systematic Search
For systematic reviews or comprehensive literature sections:
1. Document the full search strategy (PRISMA-compliant).
2. Record: database, date of search, query string, number of results.
3. Track inclusion/exclusion at each screening step.
4. Output a PRISMA flow diagram data summary.
### Mode: Quick Cite
For quickly finding a single reference the user describes:
1. User says something like "that 2023 paper by Smith about AI in chest X-ray."
2. Search PubMed and Semantic Scholar with the described details.
3. Present top 3 candidates.
4. User confirms which one.
5. Generate BibTeX entry.
### Mode: Related Papers
For expanding from a known paper:
1. User provides a PMID or DOI.
2. Use `find_related_articles` to get related papers.
3. Use Semantic Scholar for citation-based recommendations.
4. Present results ranked by relevance.
+
+ For a **structured, dedup-aware, PRISMA-countable** expansion (backward +
+ forward + similar) prefer **Phase 2.5: Citation Searching** with
+ `references/snowball.py`, which appends verified candidates to
+ `references/library.bib` and reports a citation-searching count.
### Mode: Embase Browser Automation
Embase has no public API. Use Chrome browser automation (MCP) to search and export:
1. Navigate to `embase.com` — institutional SSO authenticates automatically.
If cookie error (`login?error#`), clear Elsevier/Embase cookies and retry.
2. Go to **Advanced Search** tab.
3. Enter Embase-syntax query (Emtree `/exp` + `:ab,ti` field tags).
Uncheck "Map to preferred term in Emtree" when using explicit `/exp` terms.
4. After results appear, use "Select number of items" dropdown → select total count.
5. Click **Export** (in Results section) → choose **CSV** format → check fields:
Title, Author names, Source, Publication year, Publication type, DOI, Abstract,
Language of article, Medline PMID.
6. Click Export → Download tab opens → click Download.
7. CSV is in **row format** (records separated by blank rows) — parse with:
```python
# Each record = consecutive rows until blank row
# Row format: [FIELD_NAME, value1, value2, ...]
# AUTHOR NAMES row has multiple values (one per author)
```
**PubMed → Embase query translation:**
- MeSH `[Mesh]` → Emtree `/exp`
- `[tiab]` → `:ab,ti`
- `[Title/Abstract]` → `:ab,ti`
- Boolean operators stay the same (AND, OR)
- Phrase search: use single quotes in Embase (`'artificial ascites'`)
---
## Error Handling
- If a search returns 0 results, broaden the query (remove one concept or use broader MeSH terms) and retry.
- **CrossRef HTTP errors (token-saving rules):**
- **403 (rate-limited):** Do NOT retry. Skip CrossRef silently → verify via PubMed title search instead.
- **303 (redirect):** Follow the redirect if possible. If not, skip CrossRef → PubMed fallback.
- **Any repeated failure:** After the first CrossRef 403/303 in a session, assume CrossRef is
rate-limiting and skip CrossRef for ALL remaining references. Go directly to PubMed title
verification. This avoids N×retry token waste.
- **Never print raw error messages** like "Request failed with status code 403." Collect
failures silently and report a single summary line at the end:
`CrossRef unavailable for {N} references (rate-limited). Verified via PubMed instead.`
- If a DOI does not resolve via CrossRef (after applying the rules above), try searching PubMed by title to confirm the reference exists.
- If the user provides a reference that cannot be verified by any method, clearly state: "This reference could not be verified. Please check manually before submission."
- Never silently include an unverified reference.
## What This Skill Does NOT Do
- Does not download from paywalled journals without user-provided credentials or institutional access.
- Does not assess the quality of evidence (use `/analyze-stats` or `/check-reporting` for that).
- Does not write the literature review text (use `/write-paper` for that).
- Does not fabricate any part of a citation.