research-survey

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Research Survey

研究综述

Generates high-quality, survey-grade literature reviews from papers collected by

paper-navigator

paper-navigator (collect 30-120 papers)
    ↓
Stage 1: Generate Outline (query-type adaptive structure)
    ↓
Stage 2: Draft Survey (outline + top-30 papers)
    ↓
Stage 3: Expand Sections (draft + all papers, section-by-section)
    ↓
Stage 4: Generate Section Summaries
    ↓
Stage 5: Refine Summary Sections (Abstract/Intro/Conclusion)
    ↓
Stage 6: Assemble + References

基于

paper-navigator

收集的论文生成高质量、综述级的文献综述。

paper-navigator (collect 30-120 papers)
    ↓
Stage 1: Generate Outline (query-type adaptive structure)
    ↓
Stage 2: Draft Survey (outline + top-30 papers)
    ↓
Stage 3: Expand Sections (draft + all papers, section-by-section)
    ↓
Stage 4: Generate Section Summaries
    ↓
Stage 5: Refine Summary Sections (Abstract/Intro/Conclusion)
    ↓
Stage 6: Assemble + References

When to Use

适用场景

User asks for a "literature review", "survey", "field overview", or "systematic review"
User has collected papers and wants them synthesized into a structured report
User wants to understand the full landscape of a research field

用户需要“文献综述”“研究综述”“领域概览”或“系统性综述”
用户已收集论文，希望将其整合成结构化报告
用户希望了解某一研究领域的全景

When NOT to Use

不适用场景

Finding papers → use
```
paper-navigator
```
first, then come here
Generating research ideas → use
```
research-ideation
```
Writing a Related Work section for a paper → use
```
paper-writing
```

查找论文 → 请先使用
```
paper-navigator
```
，再使用本工具
生成研究思路 → 请使用
```
research-ideation
```
撰写论文的相关工作章节 → 请使用
```
paper-writing
```

Dependency: paper-navigator

依赖：paper-navigator

This skill requires papers as input. If the user hasn't provided papers, first invoke
paper-navigator
(Workflow 1, target 30-120 papers) to collect them.

CRITICAL: All paper discovery MUST use the
paper-navigator
skill and its scripts (scholar_search, citation_traverse, arxiv_monitor, recommend, etc.). Using WebSearch, WebFetch, or any generic web search tool for finding papers is PROHIBITED. Generic web search cannot access Semantic Scholar, citation graphs, or academic recommendation systems. Only

paper-navigator

provides the academic search infrastructure needed for survey-quality literature collection.

本技能需要以论文作为输入。如果用户尚未提供论文，请先调用
paper-navigator
（工作流1，目标30-120篇论文）来收集论文。

**重要提示：所有论文检索必须使用

paper-navigator

技能及其脚本（scholar_search、citation_traverse、arxiv_monitor、recommend等）。禁止使用WebSearch、WebFetch或任何通用网络搜索工具查找论文。**通用网络搜索无法访问Semantic Scholar、引用图谱或学术推荐系统。只有

paper-navigator

能提供生成综述级文献所需的学术检索基础设施。

Stage 1: Generate Outline

阶段1：生成大纲

This is a two-phase process. Different fields have different survey conventions — a clinical systematic review looks nothing like a CS methods survey. First generate a domain-appropriate template, then create the detailed outline.

这是一个两阶段流程。不同领域的综述规范不同——临床系统性综述与计算机科学方法综述完全不同。首先生成适配领域的模板，再创建详细大纲。

Phase 1A: Generate Domain-Specific Survey Template

阶段1A：生成领域专属综述模板

Before outlining, identify the field and adapt the structure:

Identify the field from the user's goal and collected papers
Select section names and organization logic using the field-specific conventions in
```
assets/survey-template.md
```
(e.g., medicine organizes by intervention type and follows PRISMA; chemistry organizes by reaction class; social sciences organize by theoretical perspective)
Add field-specific sections (e.g., Risk of Bias Assessment for medicine, Structure-Property Relationships for materials, Ethical Considerations for human-subjects research)
Determine comparison table dimensions appropriate to the field

在生成大纲前，先确定领域并调整结构：

确定领域：根据用户目标和收集到的论文确定研究领域
选择章节名称与组织逻辑：参考
```
assets/survey-template.md
```
中的领域专属规范（例如：医学按干预类型组织并遵循PRISMA标准；化学按反应类型组织；社会科学按理论视角组织）
添加领域专属章节（例如：医学的偏倚风险评估、材料科学的构效关系、涉及人类受试者研究的伦理考量）
确定适配领域的对比表格维度

Phase 1B: Create Detailed Outline

阶段1B：创建详细大纲

With the domain-specific template as the framework, generate the outline:

以领域专属模板为框架，生成大纲：

Query Type Classification

查询类型分类

Type	Example	Structure
A: Single-topic deep dive	"Catalyst design for electrochemical CO2 reduction"	Intro → Problem Definition → Methods (by mechanism/approach) → Evaluation → Challenges → Conclusion
B: Multi-topic parallel	"Drug resistance mechanisms and therapeutic strategies in cancer immunotherapy"	Intro → Topic 1 (definition + methods) → Topic 2 (definition + methods) → Evaluation → Challenges → Conclusion
C: Pipeline/stage-based	"From sample preparation to data analysis in single-cell RNA sequencing"	Chapters organized by workflow stages

类型	示例	结构
A: 单主题深度挖掘	"电催化CO₂还原的催化剂设计"	引言 → 问题定义 → 方法（按机制/路径分类） → 评估 → 挑战 → 结论
B: 多主题并行	"癌症免疫治疗中的耐药机制与治疗策略"	引言 → 主题1（定义+方法） → 主题2（定义+方法） → 评估 → 挑战 → 结论
C: 流水线/阶段式	"单细胞RNA测序从样本制备到数据分析的流程"	章节按工作流阶段组织

Outline Requirements

大纲要求

The outline is NOT a simple heading list — it's a blueprint with meta-instructions for each section. For each

## Section

Include
```
[Instruction: ...]
```
specifying what the section must contain
Specify required tables with field-appropriate columns
For main body sections: mandate taxonomy by underlying principle/mechanism, NOT chronology
Include any field-required elements (e.g., PRISMA flowchart for medical systematic reviews, mathematical formalism for physics)

See

references/survey-methodology.md

for full outline generation rules and

assets/survey-template.md

for field-specific conventions.

大纲并非简单的标题列表——它是每个章节的含元指令的蓝图。对于每个

## 章节

：

包含
```
[说明：...]
```
指定章节必须涵盖的内容
明确要求的表格及适配领域的列
主体章节：要求按底层原理/机制构建分类体系，而非按时间顺序
包含领域要求的必要元素（例如：医学系统性综述的PRISMA流程图、物理学的数学形式化表述）

完整的大纲生成规则请参考

references/survey-methodology.md

，领域专属规范请参考

assets/survey-template.md

。

Stage 2: Draft Survey

阶段2：生成综述草稿

Generate a complete draft from the outline using the top-30 most relevant papers.

Use numbered citations [1], [2, 3] throughout
Follow the outline's meta-instructions strictly
Each methods section must build a taxonomy and include comparison tables
Problem definition must include LaTeX formalization (
```
$$...$$
```
)

使用相关性最高的30篇论文，基于大纲生成完整的综述草稿。

全程使用编号引用[1]、[2, 3]
严格遵循大纲的元指令
每个方法章节必须构建分类体系并包含对比表格
问题定义必须包含LaTeX形式化表述（
```
$$...$$
```
）

Stage 3: Expand Sections

阶段3：逐节扩展

Expand each non-summary section using all collected papers (30-120). This is where survey-grade depth is achieved.

使用**所有收集到的论文（30-120篇）**扩展每个非摘要章节。这是实现综述级深度的关键步骤。

Section Expansion Targets

章节扩展目标

Section Type	Target Length	Focus
Methods	6000+ words per paradigm chapter	Technical narratives, mechanism analysis, comparison tables
Evaluation	3500+ words	Benchmark taxonomy, metric analysis, SOTA summary
Challenges	3000+ words	Problem definition + evidence + opportunity per challenge
Applications	3000+ words	Real-world use cases with specific achievements
Problem Definition	2000+ words	LaTeX formalization, constraints, assumptions
Other	2500+ words	Default

章节类型	目标字数	核心重点
方法	每个范式章节6000+字	技术阐述、机制分析、对比表格
评估	3500+字	基准分类体系、指标分析、SOTA总结
挑战	3000+字	每个挑战包含问题定义+证据+机遇
应用	3000+字	包含具体成果的真实应用场景
问题定义	2000+字	LaTeX形式化表述、约束条件、假设前提
其他	2500+字	默认要求

Expansion Rules

扩展规则

Thematic coherence: Keep same themes and narrative flow as draft — don't introduce unrelated topics
Cite comprehensively: Use as many relevant papers from the full collection as possible
Survey-grade depth: Multi-paragraph technical narratives per method family, not shallow bullet points
For each paradigm/method family, include:
- Technical narrative: How it works, theoretical assumptions, nuances between papers
- Critical analysis: Why effective, trade-offs, failure modes
- Comparative analysis table: Method | Core Mechanism | Key Advantage | Limitation | Performance

主题一致性：保持与草稿相同的主题和叙事逻辑——不得引入无关内容
全面引用：尽可能引用全量论文集中的相关文献
综述级深度：每个方法家族采用多段落技术阐述，而非浅层要点罗列
每个范式/方法家族需包含：
- 技术阐述：工作原理、理论假设、不同论文间的差异
- 批判性分析：为何有效、权衡关系、失效模式
- 对比分析表格：方法 | 核心机制 | 关键优势 | 局限性 | 性能

Stage 4: Generate Section Summaries

阶段4：生成章节摘要

After all content sections are expanded, generate a condensed summary for each major section:

Summarize each expanded section in 150-300 words
Preserve the key taxonomy, representative methods, and main trade-offs
Keep citation anchors so later summary sections remain grounded

These section summaries become the shared context for the final abstract, introduction, and conclusion.

所有内容章节扩展完成后，为每个主要章节生成精简摘要：

每个扩展章节的摘要控制在150-300字
保留核心分类体系、代表性方法及主要权衡关系
保留引用锚点，确保后续摘要章节有文献支撑

这些章节摘要将作为最终摘要、引言和结论的共享上下文。

Stage 5: Refine Summary Sections

阶段5：优化摘要章节

After all content sections are expanded, refine the summary sections (Abstract, Introduction, Conclusion):

Use all section summaries as context to rewrite Abstract, Introduction, Conclusion
This ensures summary sections accurately reflect the full survey content

所有内容章节扩展完成后，优化摘要章节（摘要、引言、结论）：

以所有章节摘要为上下文，重写摘要、引言和结论
确保摘要章节准确反映综述的全部内容

Summary Section Standards

摘要章节标准

Abstract (300-500 words):

Continuous narrative, NO bullet points or bold labels
Must cover: background → gap → scope → key findings → outlook

Introduction:

Continuous narrative, NO subsections or bullet points
Must cover: research background → why traditional methods fail → method summary → scope & organization

Conclusion:

Summarize findings, state which paradigm is most promising
Respond to user's original research goal
Provide clear "next step" recommendation

摘要（300-500字）：

采用连贯叙事，禁止使用要点或加粗标签
必须涵盖：背景 → 研究缺口 → 研究范围 → 核心发现 → 展望

引言：

采用连贯叙事，禁止使用子章节或要点
必须涵盖：研究背景 → 传统方法的不足 → 方法概述 → 研究范围与结构

结论：

总结研究发现，指出最具前景的范式
响应用户最初的研究目标
提供清晰的“下一步建议”

Stage 6: Assemble Final Survey

阶段6：组装最终综述

Assemble sections in outline order, then append formatted references:

**1. Title** (Year). _Authors_. *Venue*. Citations: N. [[Link]](url)

Save to

/artifacts/survey-{topic}-{date}.md

按大纲顺序组装所有章节，然后添加格式化的参考文献：

**1. 标题** (年份). _作者_. *发表期刊*. 引用量: N. [[链接]](url)

保存至

/artifacts/survey-{topic}-{date}.md

。

Core Quality Principles

核心质量原则

Build taxonomy, don't enumerate: Cluster papers by technical mechanism, not chronology. This is the defining characteristic of a survey vs. a summary.
Critical insight over description: For EVERY method, analyze WHY it works, WHAT trade-off it makes, WHERE it fails. This separates survey-grade writing from shallow summaries.
Goal-centric filtering: Every piece of information must answer "How does this help achieve the research goal?" Discard information that doesn't serve the goal, even if it's interesting.
Strict terminology fidelity: Use the user's exact technical terms. Do NOT drift to related but different concepts.
Dense citations: Ground ALL claims with numbered citations [X]. Nearly every sentence should reference at least one paper.
Zero vagueness: Replace generic statements with specific method names, dataset names, metric values, and problem descriptions.
Visual structure: Use Markdown tables extensively — paradigm comparison, intra-paradigm method comparison, benchmark tables, metric tables.

构建分类体系，而非枚举：按技术机制聚类论文，而非按时间顺序。这是综述与普通摘要的核心区别。
批判性洞察优先于描述：对于每一种方法，分析其为何有效、存在哪些权衡、在何种场景下失效。这是区分综述级写作与浅层摘要的关键。
以目标为中心筛选内容：所有信息必须能回答“这如何帮助实现研究目标？”即使内容有趣但不符合目标，也需舍弃。
严格遵循术语一致性：使用用户指定的精确技术术语。不得切换至相关但不同的概念。
密集引用：所有观点均需以编号引用[X]为支撑。几乎每句话都应至少引用一篇论文。
零模糊表述：用具体的方法名称、数据集名称、指标数值和问题描述替代通用陈述。
可视化结构：大量使用Markdown表格——范式对比、范式内方法对比、基准表格、指标表格。

Reference Materials

参考资料

Resource	Location	Purpose
Multi-stage pipeline details	`references/survey-methodology.md`	Full methodology: outline rules, section standards, expansion targets
Section quality checklist	`references/section-quality-checklist.md`	Per-section verification checklist before finalizing
Survey output template	`assets/survey-template.md`	English Markdown template with section structure, table formats, and placeholder guidance

资源	位置	用途
多阶段流程细节	`references/survey-methodology.md`	完整方法论：大纲规则、章节标准、扩展目标
章节质量检查表	`references/section-quality-checklist.md`	最终定稿前的逐章节验证清单
综述输出模板	`assets/survey-template.md`	英文Markdown模板，包含章节结构、表格格式及占位符指南

Handoff

工作流衔接

From → To	When
`paper-navigator` → here	Papers collected, user wants synthesis
Here → `research-ideation`	Survey reveals research gaps worth pursuing
Here → `paper-writing`	Survey informs Related Work section of a paper
Here → `paper-planning`	Survey provides literature context for story design

从 → 到	触发场景
`paper-navigator` → 本技能	已收集论文，用户需要整合分析
本技能 → `research-ideation`	综述揭示了值得探索的研究缺口
本技能 → `paper-writing`	综述为论文的相关工作章节提供参考
本技能 → `paper-planning`	综述为论文故事线设计提供文献背景