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Platform-neutral academic-writing workflow

This document is the shared behavioral contract for Claude Code, Codex, and OpenClaw. Platform-specific skills provide discovery; this file defines the same scientific and editorial process for every runtime.

1. Select the output profile first

An output profile controls required sections, evidence expectations, review rubrics, word limits, and export format. It must be selected before outlining.

Output family Typical required structure Primary quality gate
Original research Title, abstract, Introduction, Methods, Results, Discussion Study design and EQUATOR compliance
Review / systematic review Question, protocol, search, selection, synthesis, limitations Reproducible search and evidence appraisal
Case report / brief report Case context, timeline, intervention, outcome, discussion Consent, chronology, and CARE-style completeness
Research proposal / grant Need, aims, hypotheses, methods, feasibility, milestones, budget/ethics Internal alignment and feasibility
Project closeout report Planned versus delivered work, methods, outputs, deviations, impact, lessons Traceability to approved plan and deliverables
Student paper / short thesis Question, scoped review or method, analysis, discussion, reflection Appropriate depth, pedagogy, and source quality
arXiv preprint Discipline-appropriate manuscript plus reproducibility and version metadata Self-contained claims, artifacts, and transparent status
Other formal academic output Explicit user/journal/institution schema Validated custom profile before drafting

Do not infer missing institutional or funder requirements. Record them as unresolved constraints and obtain the relevant guide or user decision.

2. Evidence roles are not interchangeable

Every source receives exactly one primary role in the audit ledger:

  • claim_evidence: may support a factual or scientific claim after relevance and quality appraisal.
  • method_authority: supports a method, reporting rule, or measurement choice.
  • exemplar_structure: demonstrates organization, section order, paragraph function, or information flow.
  • exemplar_style: demonstrates measurable voice features such as sentence length range, hedging density, transition style, or table conventions.
  • user_primary_material: data, protocol, analysis output, or approved plan supplied by the user.

An exemplar is never automatically claim evidence. If the same article is used for both roles, each role needs its own reason and verification record.

3. Exemplar-aware writing protocol

Before using a sample paper, record the bounded use with project_action(action="exemplar_usage", ...). This creates or updates projects/{slug}/.audit/exemplar-usage.yaml with:

  • stable identifier and source path/URL;
  • one or more allowed calibration roles and target sections;
  • a concise transformative purpose and optional source SHA-256;
  • immutable policy flags denying evidence eligibility, citation credit, and verbatim copying;
  • independent-verification requirements for every claim and citation.

Allowed extraction includes section topology, rhetorical move sequence, paragraph-length distribution, heading depth, reporting density, placement of limitations, and abstract/table organization.

Never copy or lightly paraphrase distinctive wording, data, claims, citations, figures, tables, or conclusions. Never fabricate a citation because it appears in an exemplar. Draft from independently verified evidence, then compare the result against the permitted structural/style features. Similarity checks and source attribution remain mandatory.

4. Auditable phase sequence

flowchart LR
    A[0 Profile and source intake] --> B[1 Project setup]
    B --> C[2 Search and full text]
    C --> D[3 Appraisal and concept]
    D --> E[4 Outline and claim ledger]
    E --> F[5 Section writing]
    F --> G[6 Cross-section audit]
    G --> H[7 Independent review loop]
    H --> I[8 Reference sync]
    I --> J[9 Export and submission checks]
    J --> K[10 Retrospective and memory]
    K --> L[11 Final delivery]
    H -- material rewrite --> F

Each phase produces an artifact and a gate result. A later phase may regress to an earlier phase when evidence, analysis, or review changes; the regression and reason must be recorded.

5. Section-level drafting contract

Before drafting a section, create a section brief containing purpose, required content, claims, evidence identifiers, user-primary data, forbidden interpretations, tense/voice, target length, cross-references, and exemplar features allowed for that section.

Draft in claim-evidence units. After every section:

  1. verify numerical and factual claims against their source;
  2. check citations, provenance, and trust layer;
  3. run word-count, anti-AI-pattern, voice, language, overlap, and section-type checks;
  4. review transitions and cross-section consistency;
  5. approve or revise the section through the configured gate.

Results remain descriptive; interpretation belongs in Discussion or the profile-equivalent section. Proposals distinguish planned work from completed work. Closeout reports distinguish approved scope, actual delivery, deviations, and evidence of impact. Preprints state review/version status without implying peer-review acceptance.

6. Completion contract

Completion requires all applicable gates, resolvable citations, verified reference metadata, satisfied output-profile constraints, reproducible export, quality scorecard, decision/audit trail, and updated project Memory. Degraded external tools, missing full text, unresolved user decisions, or failed gates must remain visible in the final report.