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Add Universal Research Bank: configurable bibliographic bank tool#1

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Add Universal Research Bank: configurable bibliographic bank tool#1
Mario55666 wants to merge 8 commits into
mainfrom
claude/universal-research-doc-template-o7pu4w

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Resumen

Nueva herramienta single-file (Source-Code/UniversalResearchBank/index.html) para construir, codificar y analizar un banco de información bibliográfico de cualquier investigación. Todo se procesa en el navegador; ningún dato sale del equipo. No hay backend ni dependencias en tiempo de ejecución salvo Chart.js/SheetJS por CDN (cargados solo cuando hacen falta).

Parte de un documento específico de un proyecto (MPI-DUAE) y lo universaliza: el contenido MPI-DUAE se conserva únicamente como configuración DEMO claramente rotulada.

Funcionalidad

  • Configuración por el usuario o deep-research — esquema JSON con categorías, subcategorías sugeridas, enfoques, niveles IPD, contexto objetivo, señales de inferencia, palabras dominantes y banco previo. Incluye plantilla descargable, botón de prompt del esquema y superprompt deep-research (esquema + banco).
  • Esquema universal de 19 campos: id, autores, anio, titulo, revista, doi, categoria, subcategoria, enfoque, rol, ipd, pais, seminal, instrumento, variable_rol, diseno_estudio, muestra, hallazgo_principal, relevancia_tema.
  • Importación de XML bibliográfico (Mendeley/Zotero/EndNote, b:Sources), tablas de Word (w:tbl), CSV, Excel y JSON; herencia de codificación desde el banco previo por DOI/título.
  • Editor de codificación (sección 04):
    • Columna Subcategoría con autocompletado por categoría.
    • Regla de palabra dominante: prevalece la palabra de mayor jerarquía (p. ej. «Innovación pedagógica» → pedagógico), con asterisco rojo para vínculos asociados (no directos); configurable vía palabras_dominantes.
    • Eliminar duplicados por DOI o título+año, conservando la versión más completa.
    • Inferencia heurística dirigida por señales y ciclo de clasificación con LLM (validación estricta contra los catálogos cerrados).
  • Exportaciones: dashboard HTML autónomo (KPIs, matriz Categoría×Enfoque, gráficos, panel de autores/obras seminales y footer institucional), banco CSV/JSON de 19 campos, XML corregido y libro XLSX con proyección de vacíos.
  • Branding institucional: logos IDC embebidos (blanco en cabecera, color en footer) y footer «Jefatura de la Unidad de Investigación 2026 · Mg. Mario Quiroz Martínez · Instituto de Educación Superior Diseño & Comunicación».

Regla de integridad

No se inventan datos: las referencias sin categoría/enfoque válidos quedan como pendientes, se cuentan como Desconocido y quedan fuera del análisis temático hasta revisarlas. La proyección de vacíos se declara siempre como META, separada de los datos reales.

Archivos

  • Source-Code/UniversalResearchBank/index.html — herramienta completa (single-file).
  • Source-Code/UniversalResearchBank/README.md — documentación de uso.

Verificación

Probado end-to-end en Chromium (Playwright): carga de configuración DEMO, importación CSV/XML, columna de subcategoría, regla de palabra dominante, eliminación de duplicados, y exportación de dashboard con obras seminales — sin errores de consola ni de página. Los exports mantienen los 19 campos canónicos.

🤖 Generated with Claude Code

https://claude.ai/code/session_01H2Xeoryp5wTqhJfaYt5NWN


Generated by Claude Code

claude added 8 commits July 3, 2026 18:27
Single-file HTML tool to build, code and analyze a configurable research
information bank for any investigation topic:

- User/deep-research configurable classification schema (categories,
  approaches, IPD levels, target context, inference signals) via JSON
  config with template, file import and localStorage persistence.
- Universal 19-field schema: id, autores, anio, titulo, revista, doi,
  categoria, subcategoria, enfoque, rol, ipd, pais, seminal, instrumento,
  variable_rol, diseno_estudio, muestra, hallazgo_principal,
  relevancia_tema.
- Imports XML (b:Sources), Word XML tables, CSV, XLSX and JSON; inherits
  coding from a previous bank by DOI/title.
- Config-driven heuristic inference, LLM classification cycle with strict
  catalog validation, and deep-research superprompt to bootstrap the bank.
- Exports self-contained dashboard.html (KPIs, category x approach
  heatmap, Chart.js charts, filterable table), 19-field CSV/JSON bank,
  corrected XML and XLSX workbook with gap projection.
- Domain-specific MPI-DUAE content removed from the core; kept only as a
  clearly labeled optional DEMO configuration.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H2Xeoryp5wTqhJfaYt5NWN
- Embed IDC logo as base64 in two variants: white for the dark header
  band and color for the light footer (color variant derived from the
  white asset by region recoloring with brand palette).
- Add institutional footer: Jefatura de la Unidad de Investigacion 2026,
  Mg. Mario Quiroz Martinez, Instituto de Educacion Superior Diseno y
  Comunicacion.
- Exported dashboard.html now includes the same institutional footer
  with the white logo variant.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H2Xeoryp5wTqhJfaYt5NWN
- New 'Generar prompt del esquema' button (+ copy) in the configuration
  section: builds a focused LLM/deep-research prompt that produces the
  full classification schema with every indicated attribute — proyecto,
  descripcion, categorias, subcategorias sugeridas, enfoques, IPD label
  and levels, target context, category/approach inference signals,
  default approach per category, and countries.
- Add 'subcategorias_sugeridas' as a first-class config attribute:
  documented in the config template, populated in the DEMO, requested in
  the deep-research superprompt, and consumed in the editor as a
  per-category autocomplete datalist for the subcategoria field.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H2Xeoryp5wTqhJfaYt5NWN
Section 04 (coding editor):
- New 'Eliminar duplicados' button: detects duplicate references by DOI
  (or by normalized title + year) and keeps the most complete record of
  each group (coded > edited > LLM > inherited > imported > inferred >
  pending; tie-broken by filled metadata). Confirms count before
  removing and renumbers the corpus.
- Dominant-word rule for categories and enfoques: the highest-hierarchy
  word prevails when classifying (e.g. 'Innovacion pedagogica' ->
  'pedagogico'). Each category/enfoque cell shows its dominant word; a
  red asterisk flags an 'associated (not direct)' link when the term is
  compound. Dominant words are configurable via a new optional
  'palabras_dominantes' map (documented in the template, populated in the
  DEMO, and requested in the schema prompt); default falls back to the
  last significant word. Added an explanatory note in the section.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H2Xeoryp5wTqhJfaYt5NWN
- New 'Subcategoria' column between Categoria and Enfoque in the editor
  table, with a text input wired to the per-category subcategorias
  suggestions datalist (updates live when the category changes).
- Removed Subcategoria from the expandable metadata panel to avoid
  duplication; adjusted the metadata row colspan to 10 for the new
  11-column layout.
- Subcategoria edits persist through the 19-field CSV/JSON export.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H2Xeoryp5wTqhJfaYt5NWN
- New 'Autores y obras seminales' panel in the generated dashboard:
  card list of every reference flagged as seminal, showing authors (with
  a star), title, year, journal, category and DOI, sorted by year.
- Added an 'Obras seminales' KPI with the seminal count.
- Empty-state message prompts marking the 'Sem.' checkbox in the editor
  when no seminal references exist.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H2Xeoryp5wTqhJfaYt5NWN
- New floating 'Guia de botones' toggle: activates a help mode that
  outlines every actionable control and shows an explanatory popup
  (title + description) on hover, focus or tap.
- In help mode, clicks on any button are intercepted so the popup shows
  instead of executing the action, letting users safely explore what
  each control does without triggering downloads or dialogs.
- Added data-help text to all 23 controls across configuration, load,
  editor and export sections. Esc or toggling off restores normal use.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H2Xeoryp5wTqhJfaYt5NWN
Section 02 now documents the PDF/MD -> XML procedure and generates the
extraction prompt:
- Step-by-step guide: upload PDF/MD to a NotebookLM notebook, paste the
  extraction prompt, process in batches of 15 papers (controlling source
  count to avoid duplicates), move the table to Word/Excel, export to XML
  and load it here.
- 'Generar prompt para NotebookLM' button (+ copy) builds the full
  PRISMA/bibliometric extraction prompt, auto-filled from the active
  configuration: object of study, controlled vocabulary (categories,
  subcategories, approaches) and their dominant words as morphological
  stems with asterisk (e.g. creativ*, pedagog*). Falls back to
  [CORCHETES] placeholders when no config is applied.
- The prompt requests the 22-column table (19 fields + palabra_dominante
  cat/sub/enc) and 15-row batching. Importer now accepts the
  'relevancia_objeto' header as an alias of relevancia_tema; extra
  dominant-word columns are ignored on import.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H2Xeoryp5wTqhJfaYt5NWN
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