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skills/literature-review/references/citation_styles.md
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# Citation Styles Reference
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This document provides detailed guidelines for formatting citations in various academic styles commonly used in literature reviews.
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## APA Style (7th Edition)
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### Journal Articles
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**Format**: Author, A. A., Author, B. B., & Author, C. C. (Year). Title of article. *Title of Periodical*, *volume*(issue), page range. https://doi.org/xx.xxx/yyyy
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**Example**: Smith, J. D., Johnson, M. L., & Williams, K. R. (2023). Machine learning approaches in drug discovery. *Nature Reviews Drug Discovery*, *22*(4), 301-318. https://doi.org/10.1038/nrd.2023.001
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### Books
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**Format**: Author, A. A. (Year). *Title of work: Capital letter also for subtitle*. Publisher Name. https://doi.org/xxxx
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**Example**: Kumar, V., Abbas, A. K., & Aster, J. C. (2021). *Robbins and Cotran pathologic basis of disease* (10th ed.). Elsevier.
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### Book Chapters
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**Format**: Author, A. A., & Author, B. B. (Year). Title of chapter. In E. E. Editor & F. F. Editor (Eds.), *Title of book* (pp. xx-xx). Publisher.
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**Example**: Brown, P. O., & Botstein, D. (2020). Exploring the new world of the genome with DNA microarrays. In M. B. Eisen & P. O. Brown (Eds.), *DNA microarrays: A molecular cloning manual* (pp. 1-45). Cold Spring Harbor Laboratory Press.
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### Preprints
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**Format**: Author, A. A., & Author, B. B. (Year). Title of preprint. *Repository Name*. https://doi.org/xxxx
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**Example**: Zhang, Y., Chen, L., & Wang, H. (2024). Novel therapeutic targets in Alzheimer's disease. *bioRxiv*. https://doi.org/10.1101/2024.01.001
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### Conference Papers
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**Format**: Author, A. A. (Year, Month day-day). Title of paper. In E. E. Editor (Ed.), *Title of conference proceedings* (pp. xx-xx). Publisher. https://doi.org/xxxx
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---
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## Nature Style
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### Journal Articles
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**Format**: Author, A. A., Author, B. B. & Author, C. C. Title of article. *J. Name* **volume**, page range (year).
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**Example**: Smith, J. D., Johnson, M. L. & Williams, K. R. Machine learning approaches in drug discovery. *Nat. Rev. Drug Discov.* **22**, 301-318 (2023).
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### Books
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**Format**: Author, A. A. & Author, B. B. *Book Title* (Publisher, Year).
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**Example**: Kumar, V., Abbas, A. K. & Aster, J. C. *Robbins and Cotran Pathologic Basis of Disease* 10th edn (Elsevier, 2021).
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### Multiple Authors
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- 1-2 authors: List all
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- 3+ authors: List first author followed by "et al."
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**Example**: Zhang, Y. et al. Novel therapeutic targets in Alzheimer's disease. *bioRxiv* https://doi.org/10.1101/2024.01.001 (2024).
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---
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## Chicago Style (Author-Date)
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### Journal Articles
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**Format**: Author, First Name Middle Initial. Year. "Article Title." *Journal Title* volume, no. issue (Month): page range. https://doi.org/xxxx.
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**Example**: Smith, John D., Mary L. Johnson, and Karen R. Williams. 2023. "Machine Learning Approaches in Drug Discovery." *Nature Reviews Drug Discovery* 22, no. 4 (April): 301-318. https://doi.org/10.1038/nrd.2023.001.
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### Books
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**Format**: Author, First Name Middle Initial. Year. *Book Title: Subtitle*. Edition. Place: Publisher.
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**Example**: Kumar, Vinay, Abul K. Abbas, and Jon C. Aster. 2021. *Robbins and Cotran Pathologic Basis of Disease*. 10th ed. Philadelphia: Elsevier.
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---
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## Vancouver Style (Numbered)
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### Journal Articles
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**Format**: Author AA, Author BB, Author CC. Title of article. Abbreviated Journal Name. Year;volume(issue):page range.
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**Example**: Smith JD, Johnson ML, Williams KR. Machine learning approaches in drug discovery. Nat Rev Drug Discov. 2023;22(4):301-18.
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### Books
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**Format**: Author AA, Author BB. Title of book. Edition. Place: Publisher; Year.
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**Example**: Kumar V, Abbas AK, Aster JC. Robbins and Cotran pathologic basis of disease. 10th ed. Philadelphia: Elsevier; 2021.
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### Citation in Text
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Use superscript numbers in order of appearance: "Recent studies^1,2^ have shown..."
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---
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## IEEE Style
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### Journal Articles
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**Format**: [#] A. A. Author, B. B. Author, and C. C. Author, "Title of article," *Abbreviated Journal Name*, vol. x, no. x, pp. xxx-xxx, Month Year.
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**Example**: [1] J. D. Smith, M. L. Johnson, and K. R. Williams, "Machine learning approaches in drug discovery," *Nat. Rev. Drug Discov.*, vol. 22, no. 4, pp. 301-318, Apr. 2023.
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### Books
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**Format**: [#] A. A. Author, *Title of Book*, xth ed. City, State: Publisher, Year.
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**Example**: [2] V. Kumar, A. K. Abbas, and J. C. Aster, *Robbins and Cotran Pathologic Basis of Disease*, 10th ed. Philadelphia, PA: Elsevier, 2021.
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---
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## Common Abbreviations for Journal Names
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- Nature: Nat.
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- Science: Science
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- Cell: Cell
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- Nature Reviews Drug Discovery: Nat. Rev. Drug Discov.
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- Journal of the American Chemical Society: J. Am. Chem. Soc.
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- Proceedings of the National Academy of Sciences: Proc. Natl. Acad. Sci. U.S.A.
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- PLOS ONE: PLoS ONE
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- Bioinformatics: Bioinformatics
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- Nucleic Acids Research: Nucleic Acids Res.
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---
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## DOI Best Practices
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1. **Always verify DOIs**: Use the verify_citations.py script to check all DOIs
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2. **Format as URLs**: https://doi.org/10.xxxx/yyyy (preferred over doi:10.xxxx/yyyy)
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3. **No period after DOI**: DOI should be the last element without trailing punctuation
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4. **Resolve redirects**: Check that DOIs resolve to the correct article
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---
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## In-Text Citation Guidelines
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### APA Style
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- (Smith et al., 2023)
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- Smith et al. (2023) demonstrated...
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- Multiple citations: (Brown, 2022; Smith et al., 2023; Zhang, 2024)
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### Nature Style
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- Superscript numbers: Recent studies^1,2^ have shown...
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- Or: Recent studies (refs 1,2) have shown...
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### Chicago Style
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- (Smith, Johnson, and Williams 2023)
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- Smith, Johnson, and Williams (2023) found...
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---
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## Reference List Organization
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### By Citation Style
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- **APA, Chicago**: Alphabetical by first author's last name
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- **Nature, Vancouver, IEEE**: Numerical order of first appearance in text
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### Hanging Indents
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Most styles use hanging indents where the first line is flush left and subsequent lines are indented.
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### Consistency
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Maintain consistent formatting throughout:
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- Capitalization (title case vs. sentence case)
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- Journal name abbreviations
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- DOI presentation
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- Author name format
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skills/literature-review/references/database_strategies.md
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skills/literature-review/references/database_strategies.md
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# Literature Database Search Strategies
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This document provides comprehensive guidance for searching multiple literature databases systematically and effectively.
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## Available Databases and Skills
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### Biomedical & Life Sciences
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#### PubMed / PubMed Central
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- **Access**: Use `gget` skill or WebFetch tool
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- **Coverage**: 35M+ citations in biomedical literature
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- **Best for**: Clinical studies, biomedical research, genetics, molecular biology
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- **Search tips**: Use MeSH terms, Boolean operators (AND, OR, NOT), field tags [Title], [Author]
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- **Example**: `"CRISPR"[Title] AND "gene editing"[Title/Abstract] AND 2020:2024[Publication Date]`
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#### bioRxiv / medRxiv
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- **Access**: Use `gget` skill or direct API
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- **Coverage**: Preprints in biology and medicine
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- **Best for**: Latest unpublished research, cutting-edge findings
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- **Note**: Not peer-reviewed; verify findings with caution
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- **Search tips**: Search by category (bioinformatics, genomics, etc.)
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### General Scientific Literature
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#### arXiv
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- **Access**: Direct API access
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- **Coverage**: Preprints in physics, mathematics, computer science, quantitative biology
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- **Best for**: Computational methods, bioinformatics algorithms, theoretical work
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- **Categories**: q-bio (Quantitative Biology), cs.LG (Machine Learning), stat.ML (Statistics)
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- **Search format**: `cat:q-bio.QM AND title:"single cell"`
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#### Semantic Scholar
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- **Access**: Direct API (requires API key)
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- **Coverage**: 200M+ papers across all fields
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- **Best for**: Cross-disciplinary searches, citation graphs, paper recommendations
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- **Features**: Influential citations, paper summaries, related papers
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- **Rate limits**: 100 requests/5 minutes with API key
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#### Google Scholar
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- **Access**: Web scraping (use cautiously) or manual search
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- **Coverage**: Comprehensive across all fields
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- **Best for**: Finding highly cited papers, conference proceedings, theses
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- **Limitations**: No official API, rate limiting
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- **Export**: Use "Cite" feature for formatted citations
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### Specialized Databases
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#### ChEMBL / PubChem
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- **Access**: Use `gget` skill or `bioservices` skill
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- **Coverage**: Chemical compounds, bioactivity data, drug molecules
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- **Best for**: Drug discovery, chemical biology, medicinal chemistry
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- **ChEMBL**: 2M+ compounds, bioactivity data
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- **PubChem**: 110M+ compounds, assay data
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#### UniProt
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- **Access**: Use `gget` skill or `bioservices` skill
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- **Coverage**: Protein sequence and functional information
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- **Best for**: Protein research, sequence analysis, functional annotations
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- **Search by**: Protein name, gene name, organism, function
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#### KEGG (Kyoto Encyclopedia of Genes and Genomes)
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- **Access**: Use `bioservices` skill
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- **Coverage**: Pathways, diseases, drugs, genes
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- **Best for**: Pathway analysis, systems biology, metabolic research
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#### COSMIC (Catalogue of Somatic Mutations in Cancer)
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- **Access**: Use `gget` skill or direct download
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- **Coverage**: Cancer genomics, somatic mutations
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- **Best for**: Cancer research, mutation analysis
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#### AlphaFold Database
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- **Access**: Use `gget` skill with `alphafold` command
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- **Coverage**: 200M+ protein structure predictions
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- **Best for**: Structural biology, protein modeling
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#### PDB (Protein Data Bank)
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- **Access**: Use `gget` or direct API
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- **Coverage**: Experimental 3D structures of proteins, nucleic acids
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- **Best for**: Structural biology, drug design, molecular modeling
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### Citation & Reference Management
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#### OpenAlex
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- **Access**: Direct API (free, no key required)
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- **Coverage**: 250M+ works, comprehensive metadata
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- **Best for**: Citation analysis, author disambiguation, institutional research
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- **Features**: Open access, excellent for bibliometrics
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#### Dimensions
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- **Access**: Free tier available
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- **Coverage**: Publications, grants, patents, clinical trials
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- **Best for**: Research impact, funding analysis, translational research
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---
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## Search Strategy Framework
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### 1. Define Research Question (PICO Framework)
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For clinical/biomedical reviews:
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- **P**opulation: Who is the study about?
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- **I**ntervention: What is being tested?
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- **C**omparison: What is it compared to?
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- **O**utcome: What are the results?
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**Example**: "What is the efficacy of CRISPR-Cas9 gene therapy (I) for treating sickle cell disease (P) compared to standard care (C) in improving patient outcomes (O)?"
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### 2. Develop Search Terms
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#### Primary Concepts
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Identify 2-4 main concepts from your research question.
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**Example**:
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- Concept 1: CRISPR, Cas9, gene editing
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- Concept 2: sickle cell disease, SCD, hemoglobin disorders
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- Concept 3: gene therapy, therapeutic editing
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#### Synonyms & Related Terms
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List alternative terms, abbreviations, and related concepts.
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**Tool**: Use MeSH (Medical Subject Headings) browser for standardized terms
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#### Boolean Operators
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- **AND**: Narrows search (must include both terms)
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- **OR**: Broadens search (includes either term)
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- **NOT**: Excludes terms
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**Example**: `(CRISPR OR Cas9 OR "gene editing") AND ("sickle cell" OR SCD) AND therapy`
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#### Wildcards & Truncation
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- `*` or `%`: Matches any characters
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- `?`: Matches single character
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**Example**: `genom*` matches genomic, genomics, genome
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### 3. Set Inclusion/Exclusion Criteria
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#### Inclusion Criteria
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- **Date range**: e.g., 2015-2024 (last 10 years)
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- **Language**: English (or specify multilingual)
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- **Publication type**: Peer-reviewed articles, reviews, preprints
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- **Study design**: RCTs, cohort studies, meta-analyses
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- **Population**: Human, animal models, in vitro
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#### Exclusion Criteria
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- Case reports (n<5)
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- Conference abstracts without full text
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- Non-original research (editorials, commentaries)
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- Duplicate publications
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- Retracted articles
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### 4. Database Selection Strategy
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#### Multi-Database Approach
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Search at least 3 complementary databases:
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1. **Primary database**: PubMed (biomedical) or arXiv (computational)
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2. **Preprint server**: bioRxiv/medRxiv or arXiv
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3. **Comprehensive database**: Semantic Scholar or Google Scholar
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4. **Specialized database**: ChEMBL, UniProt, or field-specific
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#### Database-Specific Syntax
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| Database | Field Tags | Example |
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|----------|-----------|---------|
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| PubMed | [Title], [Author], [MeSH] | "CRISPR"[Title] AND 2020:2024[DP] |
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| arXiv | ti:, au:, cat: | ti:"machine learning" AND cat:q-bio.QM |
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| Semantic Scholar | title:, author:, year: | title:"deep learning" year:2020-2024 |
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---
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## Search Execution Workflow
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### Phase 1: Pilot Search
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1. Run initial search with broad terms
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2. Review first 50 results for relevance
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3. Note common keywords and MeSH terms
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4. Refine search strategy
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### Phase 2: Comprehensive Search
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1. Execute refined searches across all selected databases
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2. Export results in standard format (RIS, BibTeX, JSON)
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3. Document search strings and date for each database
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4. Record number of results per database
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### Phase 3: Deduplication
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1. Import all results into a single file
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2. Use `search_databases.py --deduplicate` to remove duplicates
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3. Identify duplicates by DOI (primary) or title (fallback)
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4. Keep the version with most complete metadata
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### Phase 4: Screening
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1. **Title screening**: Review titles, exclude obviously irrelevant
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2. **Abstract screening**: Read abstracts, apply inclusion/exclusion criteria
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3. **Full-text screening**: Obtain and review full texts
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4. Document reasons for exclusion at each stage
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### Phase 5: Quality Assessment
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1. Assess study quality using appropriate tools:
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- **RCTs**: Cochrane Risk of Bias tool
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- **Observational**: Newcastle-Ottawa Scale
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- **Systematic reviews**: AMSTAR 2
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2. Grade quality of evidence (high, moderate, low, very low)
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3. Consider excluding very low-quality studies
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---
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## Search Documentation Template
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### Required Documentation
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All searches must be documented for reproducibility:
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```markdown
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## Search Strategy
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### Database: PubMed
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- **Date searched**: 2024-10-25
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- **Date range**: 2015-01-01 to 2024-10-25
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- **Search string**:
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```
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("CRISPR"[Title] OR "Cas9"[Title] OR "gene editing"[Title/Abstract])
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AND ("sickle cell disease"[MeSH] OR "SCD"[Title/Abstract])
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AND ("gene therapy"[MeSH] OR "therapeutic editing"[Title/Abstract])
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AND 2015:2024[Publication Date]
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AND English[Language]
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```
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- **Results**: 247 articles
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- **After deduplication**: 189 articles
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### Database: bioRxiv
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- **Date searched**: 2024-10-25
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- **Date range**: 2015-01-01 to 2024-10-25
|
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- **Search string**: "CRISPR" AND "sickle cell" (in title/abstract)
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- **Results**: 34 preprints
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- **After deduplication**: 28 preprints
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### Total Unique Articles
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- **Combined results**: 217 unique articles
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- **After title screening**: 156 articles
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- **After abstract screening**: 89 articles
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- **After full-text screening**: 52 articles included in review
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```
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---
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## Advanced Search Techniques
|
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|
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### Citation Chaining
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#### Forward Citation Search
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Find papers that cite a key paper:
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- Use Google Scholar "Cited by" feature
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- Use OpenAlex or Semantic Scholar APIs
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- Identifies newer research building on seminal work
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|
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#### Backward Citation Search
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Review references in key papers:
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- Extract references from included papers
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- Search for highly cited references
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- Identifies foundational research
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|
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### Snowball Sampling
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1. Start with 3-5 highly relevant papers
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2. Extract all their references
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3. Check which references are cited by multiple papers
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4. Review those high-overlap references
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5. Repeat for newly identified key papers
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|
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### Author Search
|
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Follow prolific authors in the field:
|
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- Search by author name across databases
|
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- Check author profiles (ORCID, Google Scholar)
|
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- Review recent publications and preprints
|
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|
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### Related Article Features
|
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Many databases suggest related articles:
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- PubMed "Similar articles"
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- Semantic Scholar "Recommended papers"
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- Use to discover papers missed by keyword search
|
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|
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---
|
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|
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## Quality Control Checklist
|
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|
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### Before Searching
|
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- [ ] Research question clearly defined
|
||||
- [ ] PICO criteria established (if applicable)
|
||||
- [ ] Search terms and synonyms listed
|
||||
- [ ] Inclusion/exclusion criteria documented
|
||||
- [ ] Target databases selected (minimum 3)
|
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- [ ] Date range determined
|
||||
|
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### During Searching
|
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- [ ] Search string tested and refined
|
||||
- [ ] Results exported with complete metadata
|
||||
- [ ] Search parameters documented
|
||||
- [ ] Number of results recorded per database
|
||||
- [ ] Search date recorded
|
||||
|
||||
### After Searching
|
||||
- [ ] Duplicates removed
|
||||
- [ ] Screening protocol followed
|
||||
- [ ] Reasons for exclusion documented
|
||||
- [ ] Quality assessment completed
|
||||
- [ ] All citations verified with verify_citations.py
|
||||
- [ ] Search methodology documented in review
|
||||
|
||||
---
|
||||
|
||||
## Common Pitfalls to Avoid
|
||||
|
||||
1. **Too narrow search**: Missing relevant papers
|
||||
- Solution: Include synonyms, related terms, broader concepts
|
||||
|
||||
2. **Too broad search**: Thousands of irrelevant results
|
||||
- Solution: Add specific concepts with AND, use field tags
|
||||
|
||||
3. **Single database**: Incomplete coverage
|
||||
- Solution: Search minimum 3 complementary databases
|
||||
|
||||
4. **Ignoring preprints**: Missing latest findings
|
||||
- Solution: Include bioRxiv, medRxiv, or arXiv
|
||||
|
||||
5. **No documentation**: Irreproducible search
|
||||
- Solution: Document every search string, date, and result count
|
||||
|
||||
6. **Manual deduplication**: Time-consuming and error-prone
|
||||
- Solution: Use search_databases.py script
|
||||
|
||||
7. **Unverified citations**: Broken DOIs, incorrect metadata
|
||||
- Solution: Run verify_citations.py on final reference list
|
||||
|
||||
8. **Publication bias**: Only including published positive results
|
||||
- Solution: Search trial registries, contact authors for unpublished data
|
||||
|
||||
---
|
||||
|
||||
## Example Multi-Database Search Workflow
|
||||
|
||||
```python
|
||||
# Example workflow using available skills
|
||||
|
||||
# 1. Search PubMed via gget
|
||||
search_term = "CRISPR AND sickle cell disease"
|
||||
# Use gget search pubmed search_term
|
||||
|
||||
# 2. Search bioRxiv
|
||||
# Use gget search biorxiv search_term
|
||||
|
||||
# 3. Search arXiv for computational papers
|
||||
# Search arXiv with: cat:q-bio AND "CRISPR" AND "sickle cell"
|
||||
|
||||
# 4. Search Semantic Scholar via API
|
||||
# Use semantic scholar API with search query
|
||||
|
||||
# 5. Aggregate and deduplicate results
|
||||
# python search_databases.py combined_results.json --deduplicate --format markdown --output review_papers.md
|
||||
|
||||
# 6. Verify all citations
|
||||
# python verify_citations.py review_papers.md
|
||||
|
||||
# 7. Generate final PDF
|
||||
# python generate_pdf.py review_papers.md --citation-style nature
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Resources
|
||||
|
||||
### MeSH Browser
|
||||
https://meshb.nlm.nih.gov/search
|
||||
|
||||
### Boolean Search Tutorial
|
||||
https://www.ncbi.nlm.nih.gov/books/NBK3827/
|
||||
|
||||
### Citation Style Guides
|
||||
See references/citation_styles.md in this skill
|
||||
|
||||
### PRISMA Guidelines
|
||||
Preferred Reporting Items for Systematic Reviews and Meta-Analyses:
|
||||
http://www.prisma-statement.org/
|
||||
Reference in New Issue
Block a user