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PaperReading

PaperReading turns source documents into traceable evidence, structured research packages, and explicit verification states.

Evidence-grounded AI research workflow

Turn research material into versioned, reviewable artifacts.
Trace claims to evidence. Separate reporting from analysis. Keep uncertainty visible.

CI status Python 3.10 or newer Version 0.3.0 MIT License GitHub stars

English · 简体中文

Quick start · Capabilities · Architecture · Research principles · Roadmap · Contribute

PaperReading is an alpha-stage Python core and Codex Skill for researchers and research-tool builders who need more than a fluent summary. Its schemas and validators preserve the chain from a source location to a claim, distinguish paper-reported content from later interpretation, guard causal language, and keep legacy research exports reviewable.

Important

Current scope: v0.3 ingests UTF-8 text and Markdown, migrates v0.2 records, normalizes evidence by stable ID, and verifies text locators and quotations. It does not yet parse PDFs, call an AI provider, run batch jobs, search a SQLite library, synthesize multiple papers, or discover research gaps automatically.

From fluent summaries to defensible research artifacts

Research requirement PaperReading rule
Traceability Claims reference de-duplicated evidence spans with source and locator metadata
Epistemic separation Paper-reported content and researcher or AI-assisted analysis live in different objects
Inference discipline Causal wording requires an eligible design and an explicit identification strategy
Explicit uncertainty Verification returns verified, partial, or failed; migration never implies source checking
Reproducibility Versioned schemas, run metadata, deterministic migrations, and inspectable local files preserve provenance
Compatibility JSON, Markdown, legacy 13-field projection, and safe Excel append share one validated domain model

These rules make five questions answerable: what the paper reported, where the supporting evidence lives, whether that locator was checked, what the design permits us to infer, and how the artifact changed over time.

Try it in 60 seconds

Clone the repository, install the Core package, and validate the checked-in research package:

git clone https://github.com/AOROM/paperreading.git
cd paperreading
python -m pip install -e .
paperreading validate examples/paper-package.example.json

The fixture returns valid: true, evidence_count: 4, and finding_count: 1. It also returns four explicit EVIDENCE_NOT_VERIFIED warnings because the example was migrated from v0.2 and has not been checked against source content. That visible limitation is part of the contract, not hidden noise.

If you want to… Start here
Evaluate the artifact model examples/paper-package.example.json and versioned schemas
Use the Codex workflow skills/papers-reading-skill
Integrate from Python Python API
Preserve an Excel workflow Safe Excel compatibility
Understand research safeguards Research Principles
Help shape the project Roadmap and contribution guide

What ships in v0.3

Capability Status Public contract
v0.3 research package Implemented PaperPackage separates document, grounded record, normalized evidence, analysis, audit, and run metadata
Source-aware ingestion Implemented Deterministic UTF-8 .txt, .md, and .markdown parsing into PaperDocument blocks
Evidence graph Implemented Research objects reference de-duplicated EvidenceSpan nodes by stable ID
Evidence verification Implemented Source, page, block, section, quotation, and text-hash checks with explicit verified, partial, or failed status
v0.2 migration Implemented Deterministic PaperRecordPaperPackage migration with visible provenance limitations
Analysis separation Implemented Researcher assessments and extensions live outside the source-grounded record
Causal-language guard Implemented Causal wording requires an eligible design and an explicit identification strategy
Export and compatibility Implemented Lossless JSON, reviewable Markdown, legacy 13-field projection, and safe Excel append
Local project storage Implemented Atomic, inspectable JSON files under .paperreading/; no database required
PDF / provider / batch / search / synthesis / gaps Planned Sequenced in the roadmap and never presented as shipped

How it works

flowchart LR
    S["UTF-8 text or Markdown"] --> I["Deterministic ingestion"]
    I --> D["PaperDocument"]
    V2["v0.2 PaperRecord"] --> M["Deterministic migration"]
    M --> P["v0.3 PaperPackage"]
    D --> V["Evidence verifier"]
    P --> V
    A["Skill or extraction adapter"] --> P
    V --> O{"Validated artifact"}
    O --> J["JSON"]
    O --> MD["Markdown"]
    O --> L["Legacy 13-field projection"]
    L --> X["Safe Excel exporter"]
Loading

The dependency direction is deliberate:

domain <- migrations / ingestion / verification / validation / projections
       <- application use cases <- CLI / Skill / exporters / repositories

The domain layer imports no Typer, OpenPyXL, model SDK, storage adapter, or Codex runtime. File storage and Excel are replaceable adapters; the schemas remain the center of the system.

Research constitution

The normative Research Principles derive project decisions from academic validity, traceability, falsifiability, reproducibility, and research ethics. They take precedence over compatibility, convenience, performance, and growth metrics. A capability that cannot state its research object, evidence, inference boundary, uncertainty, and failure behavior is not ready to ship.

Explore the command workflow

Install Excel support only when it is needed:

python -m pip install -e ".[excel]"

Initialize an inspectable local project:

paperreading init

This creates .paperreading/config.toml, a manifest, and separate directories for documents, drafts, records, analyses, audits, and cache data.

Exercise the source-ingestion contract with the synthetic Markdown fixture:

paperreading ingest examples/source.example.md

Exercise deterministic v0.2 migration without mutating the project:

paperreading migrate examples/paper-record.example.json \
  --output paper-package.json

Validate, export, and project either version:

paperreading validate examples/paper-record.example.json
paperreading validate examples/paper-package.example.json
paperreading export examples/paper-package.example.json review.md --format markdown
paperreading project examples/paper-package.example.json

Verify a package whose evidence IDs reference an ingested document:

paperreading verify package.json \
  --document .paperreading/documents/<document-id>.json \
  --strict \
  --output verified-package.json

The checked-in ingestion and migration examples exercise separate contracts; they are not automatically linked. In v0.3, a Skill or another extraction adapter constructs the source-linked package. PaperReading itself does not yet infer a complete research record from arbitrary prose.

The v0.3 artifact model

PaperPackage
├── document: DocumentManifest
├── record: GroundedPaperRecord
│   ├── metadata / questions / theory / data / variables / design
│   ├── source_claims -> evidence_ids[]
│   ├── findings / mechanisms / heterogeneity / robustness -> evidence_ids[]
│   └── paper-reported limitations
├── evidence_index: {evidence_id -> EvidenceSpan}
├── analysis
│   ├── researcher or AI-assisted assessments
│   └── executable research extensions
├── audit: optional method-audit report
└── run: reproducibility metadata

GroundedPaperRecord contains source-derived information. ResearchAnalysis contains interpretation and proposed extensions. Keeping them separate prevents a generated idea from being mistaken for a paper finding.

An evidence span can include both logical and physical locators:

{
  "evidence_id": "ev-0123456789abcdef",
  "source_id": "src-0123456789abcdef",
  "type": "TEXT",
  "page": 1,
  "section_path": ["Results"],
  "block_id": "p1-b0007",
  "char_start": 420,
  "char_end": 581,
  "quoted_text": "A source quotation used for verification."
}

The traceability score measures locator specificity. It is not a truth probability, study-quality score, causal-validity score, or external-validity judgment. Verification checks whether the locator and quotation resolve against the supplied PaperDocument; it still cannot establish that the paper's methods or claims are correct.

Schemas and compatibility

The root schema names remain convenient stable aliases. Immutable versioned contracts live under schemas/v0.2 and schemas/v0.3.

Input Validate JSON/Markdown Legacy projection Safe Excel
v0.2 PaperRecord Yes Yes Yes Yes
v0.3 PaperPackage Yes Yes Yes, when research extensions exist Yes, through the same projection

Migration preserves the v0.2 13-field projection exactly. It does not pretend that legacy evidence has been checked against source content; migrated packages remain visibly marked migrated until verification runs.

Python API

from datetime import datetime, timezone
from pathlib import Path

from paperreading import (
    PaperRecord,
    migrate_v02_to_v03,
    to_legacy_13_fields,
    validate_package,
)

record = PaperRecord.model_validate_json(
    Path("record.json").read_text(encoding="utf-8")
)
package = migrate_v02_to_v03(
    record,
    migrated_at=datetime.now(timezone.utc),
)
report = validate_package(package)

if report.valid:
    legacy_row = to_legacy_13_fields(package)

Safe Excel compatibility

paperreading export package.json literature.xlsx --format excel --sheet 中文

The workbook must already contain 中文 and 英文 worksheets. The exporter:

  • validates the 12- or 13-column header contract;
  • detects duplicates without overwriting them;
  • preserves existing values, formulas, styles, tables, filters, and frozen panes;
  • creates a timestamped backup;
  • writes and reopens a temporary file for validation; and
  • replaces the source workbook atomically only after validation succeeds.

The legacy skills/papers-reading-skill/scripts/append_paper_reading.py entry point remains available for existing 13-field JSON integrations. No personal workbook path is committed; PAPER_READING_WORKBOOK may supply an existing local configuration.

Codex Skill

Copy skills/papers-reading-skill into the Codex skills directory after installing the Core package, start a new session, and invoke $papers-reading-skill. The standalone Skill directory carries the same MIT license notice.

The Skill is an adapter, not a second implementation. It respects the supplied source boundary, constructs a source-grounded package or compatible v0.2 record, runs Core validation, reports uncertainty, and requests authorization before workbook mutation.

Documentation map

Document Purpose
Research Principles Normative rules for validity, evidence, inference, uncertainty, reproducibility, and ethics
Roadmap Shipped boundaries, planned hypotheses, milestones, and release gates
Contribution guide Architecture, schema evolution, compatibility, testing, and research-integrity checks
Security policy Private vulnerability-reporting guidance and supported-version policy
Changelog Versioned record of public capability and compatibility changes
MIT License Permission to use, copy, modify, distribute, sublicense, and sell the project

Project structure

paperreading/
├── LICENSE                 # OSI-approved MIT open-source license
├── RESEARCH_PRINCIPLES*.md # Bilingual academic-research contract
├── docs/assets/            # Repository presentation assets and provenance
├── src/paperreading/
│   ├── domain/          # v0.2 and v0.3 strict models
│   ├── ingestion/       # deterministic text/Markdown parser
│   ├── migrations/      # version-to-version transformations
│   ├── verification/    # source-content evidence checks
│   ├── validation/      # evidence-state and causal-language rules
│   ├── application/     # reusable use cases
│   ├── repositories/    # local atomic JSON adapter
│   ├── projections/     # legacy 13-field projection
│   └── exporters/       # JSON, Markdown, and Excel adapters
├── schemas/             # root aliases and versioned JSON Schemas
├── skills/              # Codex adapter
├── examples/            # synthetic, non-citable fixtures
├── tests/               # domain, CLI, migration, verifier, and Excel safety tests
└── tools/               # deterministic schema, example, and Skill checks

Development

python -m pip install -e ".[excel,dev]"
python -m ruff check .
python -m ruff format --check .
python -m mypy
python tools/export_schemas.py --check
python tools/generate_examples.py --check
python tools/validate_skill.py skills/papers-reading-skill
python tools/validate_license.py
python -m unittest discover -s tests -v
python -m pip wheel --no-deps --wheel-dir dist .
python tools/validate_license.py --wheel-dir dist

If this direction is useful to your research workflow, consider starring the repository, opening an issue with a reproducible case, or contributing through CONTRIBUTING.md.

License

PaperReading is open-source software released under the MIT License. Unless a file states otherwise, the license covers the repository's source code, schemas, synthetic examples, documentation, and presentation assets.

The MIT License does not grant rights to third-party papers, datasets, user-supplied inputs, or generated extracts. Those materials remain subject to their own copyright, privacy, confidentiality, consent, and redistribution terms.

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