Citation Chaining Guide

Citation Chaining Guide

Master forward and backward citation chaining to systematically discover relevant literature by following the threads of scholarly communication.

What Is Citation Chaining?

Citation chaining (also called citation tracking, pearl growing, or snowball searching) exploits the connections between papers through their references and citations. Starting from one or more "seed" papers, you trace connections in two directions:

• Backward chaining: Examine the reference list of a paper to find older, foundational works it builds upon.
• Forward chaining: Find newer papers that have cited the seed paper, discovering subsequent developments.

This approach is especially powerful when keyword searches fail (e.g., when terminology varies across subfields or when concepts predate standardized vocabulary).

Step-by-Step Workflow

Step 1: Identify Seed Papers

Select 3-5 highly relevant papers that are central to your research question. Good seed papers are:

• Frequently cited review articles or seminal original research
• Papers whose methodology or framework aligns closely with your work
• Recent papers in top venues for your field

Step 2: Backward Chaining (Reference Mining)

Examine the reference list of each seed paper and identify which cited works are relevant.

import requests

HEADERS = {"User-Agent": "ResearchPlugins/1.0 (https://wentor.ai)"}

def get_references(work_id):
    """Get all references of a paper via OpenAlex."""
    url = f"https://api.openalex.org/works/{work_id}"
    response = requests.get(url, headers=HEADERS)
    paper = response.json()
    ref_ids = paper.get("referenced_works", [])

    references = []