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# Literature Search Strategies
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## Effective Techniques for Finding Scientific Evidence
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Comprehensive literature search is essential for grounding hypotheses in existing evidence. This reference provides strategies for both PubMed (biomedical literature) and general scientific search.
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## Search Strategy Framework
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### Three-Phase Approach
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1. **Broad exploration:** Understand the landscape and identify key concepts
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2. **Focused searching:** Target specific mechanisms, theories, or findings
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3. **Citation mining:** Follow references and related articles from key papers
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### Before You Search
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**Clarify search goals:**
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- What aspects of the phenomenon need evidence?
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- What types of studies are most relevant (reviews, primary research, methods)?
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- What time frame is relevant (recent only, or historical context)?
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- What level of evidence is needed (mechanistic, correlational, causal)?
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## PubMed Search Strategies
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### When to Use PubMed
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Use WebFetch with PubMed URLs for:
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- Biomedical and life sciences research
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- Clinical studies and medical literature
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- Molecular, cellular, and physiological mechanisms
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- Disease etiology and pathology
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- Drug and therapeutic research
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### Effective PubMed Search Techniques
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#### 1. Start with Review Articles
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**Why:** Reviews synthesize literature, identify key concepts, and provide comprehensive reference lists.
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**Search strategy:**
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- Add "review" to search terms
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- Use PubMed filters: Article Type → Review, Systematic Review, Meta-Analysis
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- Look for recent reviews (last 2-5 years)
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**Example searches:**
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- `https://pubmed.ncbi.nlm.nih.gov/?term=wound+healing+diabetes+review`
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- `https://pubmed.ncbi.nlm.nih.gov/?term=gut+microbiome+cognition+systematic+review`
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#### 2. Use MeSH Terms (Medical Subject Headings)
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**Why:** MeSH terms are standardized vocabulary that captures concept variations.
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**Strategy:**
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- PubMed auto-suggests MeSH terms
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- Helps find papers using different terminology for same concept
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- More comprehensive than keyword-only searches
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**Example:**
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- Instead of just "heart attack," use MeSH term "Myocardial Infarction"
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- Captures papers using "MI," "heart attack," "cardiac infarction," etc.
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#### 3. Boolean Operators and Advanced Syntax
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**AND:** Narrow search (all terms must be present)
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- `diabetes AND wound healing AND inflammation`
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**OR:** Broaden search (any term can be present)
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- `(Alzheimer OR dementia) AND gut microbiome`
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**NOT:** Exclude terms
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- `cancer treatment NOT surgery`
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**Quotes:** Exact phrases
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- `"oxidative stress"`
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**Wildcards:** Variations
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- `gene*` finds gene, genes, genetic, genetics
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#### 4. Filter by Publication Type and Date
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**Publication types:**
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- Clinical Trial
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- Meta-Analysis
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- Systematic Review
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- Research Support, NIH
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- Randomized Controlled Trial
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**Date filters:**
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- Recent work (last 2-5 years): Cutting-edge findings
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- Historical work: Foundational studies
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- Specific time periods: Track development of understanding
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#### 5. Use "Similar Articles" and "Cited By"
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**Strategy:**
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- Find one highly relevant paper
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- Click "Similar articles" for related work
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- Use cited by tools to find newer work building on it
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### PubMed Search Examples by Hypothesis Goal
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**Mechanistic understanding:**
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```
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https://pubmed.ncbi.nlm.nih.gov/?term=(mechanism+OR+pathway)+AND+[phenomenon]+AND+(molecular+OR+cellular)
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```
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**Causal relationships:**
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```
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https://pubmed.ncbi.nlm.nih.gov/?term=[exposure]+AND+[outcome]+AND+(randomized+controlled+trial+OR+cohort+study)
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```
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**Biomarkers and associations:**
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```
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https://pubmed.ncbi.nlm.nih.gov/?term=[biomarker]+AND+[disease]+AND+(association+OR+correlation+OR+prediction)
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```
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**Treatment effectiveness:**
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```
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https://pubmed.ncbi.nlm.nih.gov/?term=[intervention]+AND+[condition]+AND+(efficacy+OR+effectiveness+OR+clinical+trial)
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```
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## General Scientific Web Search Strategies
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### When to Use Web Search
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Use WebSearch for:
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- Non-biomedical sciences (physics, chemistry, materials, earth sciences)
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- Interdisciplinary topics
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- Recent preprints and unpublished work
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- Grey literature (technical reports, conference proceedings)
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- Broader context and cross-domain analogies
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### Effective Web Search Techniques
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#### 1. Use Domain-Specific Search Terms
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**Include field-specific terminology:**
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- Chemistry: "mechanism," "reaction pathway," "synthesis"
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- Physics: "model," "theory," "experimental validation"
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- Materials science: "properties," "characterization," "synthesis"
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- Ecology: "population dynamics," "community structure"
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#### 2. Target Academic Sources
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**Search operators:**
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- `site:arxiv.org` - Preprints (physics, CS, math, quantitative biology)
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- `site:biorxiv.org` - Biology preprints
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- `site:edu` - Academic institutions
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- `filetype:pdf` - Academic papers (often)
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**Example searches:**
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- `superconductivity high temperature mechanism site:arxiv.org`
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- `CRISPR off-target effects site:biorxiv.org`
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#### 3. Search for Authors and Labs
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**When you find a relevant paper:**
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- Search for the authors' other work
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- Find their lab website for unpublished work
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- Identify key research groups in the field
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#### 4. Use Google Scholar Approaches
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**Strategies:**
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- Use "Cited by" to find newer related work
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- Use "Related articles" to expand search
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- Set date ranges to focus on recent work
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- Use author: operator to find specific researchers
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#### 5. Combine General and Specific Terms
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**Structure:**
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- Specific phenomenon + general concept
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- "tomato plant growth" + "bacterial promotion"
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- "cognitive decline" + "gut microbiome"
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**Boolean logic:**
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- Use quotes for exact phrases: `"spike protein mutation"`
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- Use OR for alternatives: `(transmissibility OR transmission rate)`
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- Combine: `"spike protein" AND (transmissibility OR virulence) AND mutation`
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## Cross-Database Search Strategies
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### Comprehensive Literature Search Workflow
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1. **Start with reviews (PubMed or Web Search):**
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- Identify key concepts and terminology
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- Note influential papers and researchers
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- Understand current state of field
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2. **Focused primary research (PubMed):**
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- Search for specific mechanisms
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- Find experimental evidence
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- Identify methodologies
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3. **Broaden with web search:**
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- Find related work in other fields
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- Locate recent preprints
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- Identify analogous systems
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4. **Citation mining:**
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- Follow references from key papers
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- Use "cited by" to find recent work
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- Track influential studies
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5. **Iterative refinement:**
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- Add new terms discovered in papers
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- Narrow if too many results
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- Broaden if too few relevant results
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## Topic-Specific Search Strategies
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### Mechanisms and Pathways
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**Goal:** Understand how something works
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**Search components:**
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- Phenomenon + "mechanism"
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- Phenomenon + "pathway"
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- Phenomenon + specific molecules/pathways suspected
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**Examples:**
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- `diabetic wound healing mechanism inflammation`
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- `autophagy pathway cancer`
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### Associations and Correlations
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**Goal:** Find what factors are related
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**Search components:**
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- Variable A + Variable B + "association"
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- Variable A + Variable B + "correlation"
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- Variable A + "predicts" + Variable B
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**Examples:**
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- `vitamin D cardiovascular disease association`
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- `gut microbiome diversity predicts cognitive function`
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### Interventions and Treatments
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**Goal:** Evidence for what works
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**Search components:**
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- Intervention + condition + "efficacy"
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- Intervention + condition + "randomized controlled trial"
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- Intervention + condition + "treatment outcome"
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**Examples:**
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- `probiotic intervention depression randomized controlled trial`
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- `exercise intervention cognitive decline efficacy`
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### Methods and Techniques
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**Goal:** How to test hypothesis
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**Search components:**
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- Method name + application area
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- "How to measure" + phenomenon
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- Technique + validation
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**Examples:**
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- `CRISPR screen cancer drug resistance`
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- `measure protein-protein interaction methods`
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### Analogous Systems
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**Goal:** Find insights from related phenomena
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**Search components:**
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- Mechanism + different system
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- Similar phenomenon + different organism/condition
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**Examples:**
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- If studying plant-microbe symbiosis: search `nitrogen fixation rhizobia legumes`
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- If studying drug resistance: search `antibiotic resistance evolution mechanisms`
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## Evaluating Source Quality
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### Primary Research Quality Indicators
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**Strong quality signals:**
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- Published in reputable journals
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- Large sample sizes (for statistical power)
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- Pre-registered studies (reduces bias)
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- Appropriate controls and methods
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- Consistent with other findings
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- Transparent data and methods
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**Red flags:**
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- No peer review (use cautiously)
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- Conflicts of interest not disclosed
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- Methods not clearly described
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- Extraordinary claims without extraordinary evidence
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- Contradicts large body of evidence without explanation
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### Review Quality Indicators
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**Systematic reviews (highest quality):**
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- Pre-defined search strategy
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- Explicit inclusion/exclusion criteria
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- Quality assessment of included studies
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- Quantitative synthesis (meta-analysis)
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**Narrative reviews (variable quality):**
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- Expert synthesis of field
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- May have selection bias
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- Useful for context and framing
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- Check author expertise and citations
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## Time Management in Literature Search
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### Allocate Search Time Appropriately
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**For straightforward hypotheses (30-60 min):**
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- 1-2 broad review articles
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- 3-5 targeted primary research papers
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- Quick web search for recent developments
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**For complex hypotheses (1-3 hours):**
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- Multiple reviews for different aspects
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- 10-15 primary research papers
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- Systematic search across databases
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- Citation mining from key papers
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**For contentious topics (3+ hours):**
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- Systematic review approach
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- Identify competing perspectives
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- Track historical development
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- Cross-reference findings
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### Diminishing Returns
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**Signs you've searched enough:**
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- Finding the same papers repeatedly
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- New searches yield mostly irrelevant papers
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- Sufficient evidence to support/contextualize hypotheses
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- Multiple independent lines of evidence converge
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**When to search more:**
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- Major gaps in understanding remain
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- Conflicting evidence needs resolution
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- Hypothesis seems inconsistent with literature
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- Need specific methodological information
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## Documenting Search Results
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### Information to Capture
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**For each relevant paper:**
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- Full citation (authors, year, journal, title)
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- Key findings relevant to hypothesis
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- Study design and methods
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- Limitations noted by authors
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- How it relates to hypothesis
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### Organizing Findings
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**Group by:**
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- Supporting evidence for hypothesis A, B, C
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- Methodological approaches
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- Conflicting findings requiring explanation
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- Gaps in current knowledge
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**Synthesis notes:**
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- What is well-established?
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- What is controversial or uncertain?
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- What analogies exist in other systems?
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- What methods are commonly used?
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### Citation Organization for Hypothesis Reports
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**For report structure:** Organize citations for two audiences:
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**Main Text (15-20 key citations):**
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- Most influential papers (highly cited, seminal studies)
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- Recent definitive evidence (last 2-3 years)
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- Key papers directly supporting each hypothesis (3-5 per hypothesis)
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- Major reviews synthesizing the field
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**Appendix A: Comprehensive Literature Review (40-60+ citations):**
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- **Historical context:** Foundational papers establishing field
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- **Current understanding:** Recent reviews and meta-analyses
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- **Hypothesis-specific evidence:** 8-15 papers per hypothesis covering:
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- Direct supporting evidence
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- Analogous mechanisms in related systems
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- Methodological precedents
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- Theoretical framework papers
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- **Conflicting findings:** Papers representing different viewpoints
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- **Knowledge gaps:** Papers identifying limitations or unanswered questions
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**Target citation density:** Aim for 50+ total references to provide comprehensive support for all claims and demonstrate thorough literature grounding.
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**Grouping strategy for Appendix A:**
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1. Background and context papers
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2. Current understanding and established mechanisms
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3. Evidence supporting each hypothesis (separate subsections)
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4. Contradictory or alternative findings
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5. Methodological and technical papers
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## Practical Search Workflow
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### Step-by-Step Process
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1. **Define search goals (5 min):**
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- What aspects of phenomenon need evidence?
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- What would support or refute hypotheses?
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2. **Broad review search (15-20 min):**
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- Find 1-3 review articles
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- Skim abstracts for relevance
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- Note key concepts and terminology
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3. **Targeted primary research (30-45 min):**
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- Search for specific mechanisms/evidence
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- Read abstracts, scan figures and conclusions
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- Follow most promising references
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4. **Cross-domain search (15-30 min):**
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- Look for analogies in other systems
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- Find recent preprints
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- Identify emerging trends
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5. **Citation mining (15-30 min):**
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- Follow references from key papers
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- Use "cited by" for recent work
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- Identify seminal studies
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6. **Synthesize findings (20-30 min):**
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- Summarize evidence for each hypothesis
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- Note patterns and contradictions
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- Identify knowledge gaps
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### Iteration and Refinement
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**When initial search is insufficient:**
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- Broaden terms if too few results
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- Add specific mechanisms/pathways if too many results
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- Try alternative terminology
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- Search for related phenomena
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- Consult review articles for better search terms
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**Red flags requiring more search:**
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- Only finding weak or indirect evidence
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- All evidence comes from single lab or source
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- Evidence seems inconsistent with basic principles
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- Major aspects of phenomenon lack any relevant literature
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## Common Search Pitfalls
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### Pitfalls to Avoid
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1. **Confirmation bias:** Only seeking evidence supporting preferred hypothesis
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- **Solution:** Actively search for contradicting evidence
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2. **Recency bias:** Only considering recent work, missing foundational studies
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- **Solution:** Include historical searches, track development of ideas
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3. **Too narrow:** Missing relevant work due to restrictive terms
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- **Solution:** Use OR operators, try alternative terminology
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4. **Too broad:** Overwhelmed by irrelevant results
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- **Solution:** Add specific terms, use filters, combine concepts with AND
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5. **Single database:** Missing important work in other fields
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- **Solution:** Search both PubMed and general web, try domain-specific databases
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6. **Stopping too soon:** Insufficient evidence to ground hypotheses
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- **Solution:** Set minimum targets (e.g., 2 reviews + 5 primary papers per hypothesis aspect)
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7. **Cherry-picking:** Citing only supportive papers
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- **Solution:** Represent full spectrum of evidence, acknowledge contradictions
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## Special Cases
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### Emerging Topics (Limited Literature)
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**When little published work exists:**
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- Search for analogous phenomena in related systems
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- Look for preprints (arXiv, bioRxiv)
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- Find conference abstracts and posters
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- Identify theoretical frameworks that may apply
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- Note the limited evidence in hypothesis generation
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### Controversial Topics (Conflicting Literature)
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**When evidence is contradictory:**
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- Systematically document both sides
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- Look for methodological differences explaining conflict
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- Check for temporal trends (has understanding shifted?)
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- Identify what would resolve the controversy
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- Generate hypotheses explaining the discrepancy
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### Interdisciplinary Topics
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**When spanning multiple fields:**
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- Search each field's primary databases
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- Use field-specific terminology for each domain
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- Look for bridging papers that cite across fields
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- Consider consulting domain experts
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- Translate concepts between disciplines carefully
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## Integration with Hypothesis Generation
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### Using Literature to Inform Hypotheses
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**Direct applications:**
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- Established mechanisms to apply to new contexts
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- Known pathways relevant to phenomenon
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- Similar phenomena in related systems
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- Validated methods for testing
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**Indirect applications:**
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- Analogies from different systems
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- Theoretical frameworks to apply
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- Gaps suggesting novel mechanisms
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- Contradictions requiring resolution
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### Balancing Literature Dependence
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**Too literature-dependent:**
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- Hypotheses merely restate known mechanisms
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- No novel insights or predictions
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- "Hypotheses" are actually established facts
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**Too literature-independent:**
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- Hypotheses ignore relevant evidence
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- Propose implausible mechanisms
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- Reinvent already-tested ideas
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- Inconsistent with established principles
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**Optimal balance:**
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- Grounded in existing evidence
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- Extend understanding in novel ways
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- Acknowledge both supporting and challenging evidence
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- Generate testable predictions beyond current knowledge
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Reference in New Issue
Block a user