fix(SETUP v3.6.5.1): rewrite Method 3 + Method 4 per implementation brief

Issue #44 (philpav, 2026-04-27) — Cowork install does not register
skills, claude.ai install does not work as documented.

Rewrites docs/SETUP.md per the v3.6.5.1 implementation brief
(commit ca21242), addressing 7 audit findings:

- F1 (P0) Method 3 install path: Option A (symlink) and Option B
  (copy) now install each of the four skill folders separately
  into ~/.claude/skills/, producing the discovery shape
  ~/.claude/skills/<skill-name>/SKILL.md instead of one level
  deeper. Hard rule applied: every install command names all four
  skills explicitly (no for loop) so readers cannot misuse.
  Option A includes the cross-machine cp -R caveat for cloud-
  synced ~/.claude/skills.

- F2 (P0) Method 4 conceptual split: Method 4a is the real
  Custom Skill upload path (Settings → Capabilities → Skills,
  one zip per skill, top-level entry <skill-name>/SKILL.md);
  Method 4b is the GitHub-integration fallback knowledge mode
  with explicit "this is NOT a Skill install" framing. Method 4a
  is documented in advance with a known-blocker note that the
  200-char description cap unblocks in v3.6.5.2.

- F3 (P1) Method 3 prerequisites: latest Desktop, internet,
  app stays open during execution, folder permissions, paid
  plan, org-level controls.

- F4 (P1) Method 4 prerequisites: split into 4a (no GitHub auth)
  and 4b (Anthropic GitHub App authorisation, Team/Enterprise
  owner enablement).

- F5 (P2) Cowork UI literal labels: mode selector (Chat / Cowork),
  Tasks, Use an existing folder, Cowork Project. No paraphrasing.

- F6 (P2) Skill invocation: description-based routing as primary
  mechanism + / command palette + + capability picker as explicit
  UI surfaces. Removes the trigger-phrase-only oversimplification.

- F7 (P2) Method 4b directory table: scripts/ row added (adapter
  + validator workflows). Capacity rationale rewritten against
  current Anthropic Project file limits (per-file 30 MB, count
  unlimited).

Removes the d176578 banners (their purpose was harm reduction
during the patch interval; now superseded by correct instructions).

Codex iteration:
- Round-1: Codex drafted from brief + audit raw + current SETUP.md.
- Reviewer applied two manual fixes — Method 4a "immediately after"
  loosened to "in a follow-up patch"; Method 4b table demoted .claude/
  to Optional (avoids redundancy with recommended Project Instructions).
- Round-2: 2 P2 missing source URLs (Cowork Projects + Projects
  static knowledge). Both added.
- Round-3: PASS (0 P1+P2). Ship verdict SHIP.

Sweep + validation + PR follow as separate commits.
This commit is contained in:
Imbad0202
2026-04-27 18:25:22 +08:00
parent ca21242dea
commit ff935db3fe
+172 -64
View File
@@ -166,27 +166,59 @@ Without `ARS_CROSS_MODEL` set, everything works exactly as before. The cross-mod
## Installation methods
Claude discovers skills at `<install-root>/<skill-name>/SKILL.md`. This repo contains four separate skills, each with its own `SKILL.md`:
- `deep-research`
- `academic-paper`
- `academic-paper-reviewer`
- `academic-pipeline`
Do not install the whole repository as one nested skill folder under `.claude/skills/academic-research-skills/`; that buries the four `SKILL.md` files one level too deep for discovery. See Anthropic's [Claude Code Skills documentation](https://code.claude.com/docs/en/skills).
### Method 1: As project skills (recommended)
Clone this repo into your project's `.claude/skills/` directory:
Use this when you want ARS available inside an existing Claude Code project.
Clone the repo to a stable local path, then copy each skill folder into your project's `.claude/skills/` directory:
```bash
git clone https://github.com/Imbad0202/academic-research-skills.git ~/academic-research-skills
cd /path/to/your/project
mkdir -p .claude/skills
git clone https://github.com/Imbad0202/academic-research-skills.git .claude/skills/academic-research-skills
cp -R ~/academic-research-skills/deep-research .claude/skills/deep-research
cp -R ~/academic-research-skills/academic-paper .claude/skills/academic-paper
cp -R ~/academic-research-skills/academic-paper-reviewer .claude/skills/academic-paper-reviewer
cp -R ~/academic-research-skills/academic-pipeline .claude/skills/academic-pipeline
```
Expected path shape:
```text
/path/to/your/project/.claude/skills/deep-research/SKILL.md
/path/to/your/project/.claude/skills/academic-paper/SKILL.md
/path/to/your/project/.claude/skills/academic-paper-reviewer/SKILL.md
/path/to/your/project/.claude/skills/academic-pipeline/SKILL.md
```
Then copy the `.claude/CLAUDE.md` content into your project's `.claude/CLAUDE.md` (merge with existing if you have one).
> **Global installation:** To make skills available across all your projects, install to `~/.claude/skills/` instead:
> **Global Claude Code installation:** To make these skills available across your Claude Code projects, install the four folders to `~/.claude/skills/` instead:
>
> ```bash
> git clone https://github.com/Imbad0202/academic-research-skills.git ~/academic-research-skills
>
> mkdir -p ~/.claude/skills
> git clone https://github.com/Imbad0202/academic-research-skills.git ~/.claude/skills/academic-research-skills
> cp -R ~/academic-research-skills/deep-research ~/.claude/skills/deep-research
> cp -R ~/academic-research-skills/academic-paper ~/.claude/skills/academic-paper
> cp -R ~/academic-research-skills/academic-paper-reviewer ~/.claude/skills/academic-paper-reviewer
> cp -R ~/academic-research-skills/academic-pipeline ~/.claude/skills/academic-pipeline
> ```
### Method 2: As a standalone project
Use this when you want to work directly inside the ARS repository.
```bash
git clone https://github.com/Imbad0202/academic-research-skills.git
cd academic-research-skills
@@ -199,92 +231,168 @@ claude
1. Go to <https://github.com/Imbad0202/academic-research-skills>
2. Click the green **Code** button → **Download ZIP**
3. Extract the ZIP to your desired location
4. For Method 1: move the extracted folder to `.claude/skills/academic-research-skills` inside your project
4. For Method 1: copy the four extracted skill folders (`deep-research`, `academic-paper`, `academic-paper-reviewer`, `academic-pipeline`) into `.claude/skills/` inside your project
5. For standalone use: open a terminal in the extracted folder and run `claude`
</details>
### Method 3: Claude Cowork (desktop)
Use these skills in [Claude Cowork](https://claude.com/product/cowork) Claude Desktop's agentic workspace.
Use this when you want the four ARS skills available in [Claude Cowork](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork), Claude Desktop's agentic workspace.
> [!WARNING]
> **Known broken (2026-04-27) — instructions in this section bury `SKILL.md` files one level too deep, so Cowork's skill discovery (`.claude/skills/<skill-name>/SKILL.md`) does not register them. A doc-correctness patch (v3.6.5.1) is in progress.**
>
> **Workaround until the patch ships** — install each of the four skill folders separately into `.claude/skills/`:
>
> ```bash
> git clone https://github.com/Imbad0202/academic-research-skills.git ~/academic-research-skills
> mkdir -p ~/.claude/skills
> cd ~/.claude/skills
> ln -s ~/academic-research-skills/deep-research deep-research
> ln -s ~/academic-research-skills/academic-paper academic-paper
> ln -s ~/academic-research-skills/academic-paper-reviewer academic-paper-reviewer
> ln -s ~/academic-research-skills/academic-pipeline academic-pipeline
> ```
>
> Restart Cowork and the four skills should register. If you sync `~/.claude/skills` across machines (cloud folders), use `cp -R` instead of `ln -s` — symlinks pointing at absolute paths break on a fresh checkout.
>
> Tracking: [issue #44](https://github.com/Imbad0202/academic-research-skills/issues/44).
Cowork uses the same skill folder shape: `~/.claude/skills/<skill-name>/SKILL.md`.
**Option A: folder access (quickest)**
#### Prerequisites
1. Clone this repo locally:
```bash
git clone https://github.com/Imbad0202/academic-research-skills.git ~/academic-research-skills
```
2. Open Claude Desktop → click **Cowork** tab (top bar)
3. Select the cloned `academic-research-skills` folder as the working directory
4. Claude will auto-detect the skills from `SKILL.md` files and load them as needed
- Claude Desktop latest version on macOS or Windows. Download from Anthropic's [Claude Desktop page](https://claude.ai/download).
- Active internet connection; Cowork tasks call the Anthropic API.
- Keep Claude Desktop open while Cowork tasks run. Cowork runs inside the Desktop process.
- Folder/file permissions that allow Cowork to read and write in the project folder.
- A paid plan with Cowork access. See Anthropic's [Cowork requirements](https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork) for current plan availability.
- On Team or Enterprise plans, your organization admin may have disabled Skills, plugins, connectors, or egress. If installed skills do not register after restart, ask your admin to check org-level controls.
**Option B: as project skills**
#### Option A: symlink install (fastest, single-machine)
If you already have a project folder in Cowork:
Use symlinks if you work on one machine and want updates by pulling the repo.
```bash
cd /path/to/your/project
mkdir -p .claude/skills
git clone https://github.com/Imbad0202/academic-research-skills.git .claude/skills/academic-research-skills
git clone https://github.com/Imbad0202/academic-research-skills.git ~/academic-research-skills
mkdir -p ~/.claude/skills
cd ~/.claude/skills
ln -s ~/academic-research-skills/deep-research deep-research
ln -s ~/academic-research-skills/academic-paper academic-paper
ln -s ~/academic-research-skills/academic-paper-reviewer academic-paper-reviewer
ln -s ~/academic-research-skills/academic-pipeline academic-pipeline
```
Skills auto-load when relevant — e.g., saying "help me write a paper" triggers `academic-paper`.
Expected path shape:
**Requirements:** Claude Desktop (latest version) with Cowork enabled; paid plan (Pro, Max, Team, or Enterprise).
```text
~/.claude/skills/deep-research/SKILL.md
~/.claude/skills/academic-paper/SKILL.md
~/.claude/skills/academic-paper-reviewer/SKILL.md
~/.claude/skills/academic-pipeline/SKILL.md
```
If you sync `~/.claude/skills` across machines via a cloud folder, use Option B instead. Absolute-path symlinks can break on a fresh checkout or another machine.
#### Option B: copy install (cross-machine safe, no auto-update)
Use copies if you sync `~/.claude/skills` across machines or do not want symlinks. Updates require re-running the four `cp -R` commands.
```bash
git clone https://github.com/Imbad0202/academic-research-skills.git ~/academic-research-skills
mkdir -p ~/.claude/skills
cp -R ~/academic-research-skills/deep-research ~/.claude/skills/deep-research
cp -R ~/academic-research-skills/academic-paper ~/.claude/skills/academic-paper
cp -R ~/academic-research-skills/academic-paper-reviewer ~/.claude/skills/academic-paper-reviewer
cp -R ~/academic-research-skills/academic-pipeline ~/.claude/skills/academic-pipeline
```
Expected path shape:
```text
~/.claude/skills/deep-research/SKILL.md
~/.claude/skills/academic-paper/SKILL.md
~/.claude/skills/academic-paper-reviewer/SKILL.md
~/.claude/skills/academic-pipeline/SKILL.md
```
#### Create or open a Cowork Project
See Anthropic's [Organize your tasks with Projects in Claude Cowork](https://support.claude.com/en/articles/14116274-organize-your-tasks-with-projects-in-claude-cowork) for the canonical UI walk-through.
1. Open Claude Desktop.
2. Use the mode selector (**Chat / Cowork**) and switch to **Cowork**.
3. In **Tasks**, use the left navigation panel and choose **Use an existing folder**.
4. Select the local folder you want Cowork to work in. This creates a Cowork Project pointing at that folder.
5. Restart Cowork after installing or updating the skill folders so the four skills register.
#### How Cowork invokes the skills
Claude uses each skill's `description` to judge relevance, as described in Anthropic's [Skills documentation](https://code.claude.com/docs/en/skills). Example phrases such as "help me write a paper" are illustrative, not literal trigger phrases; paraphrased intent works too.
If description-based routing does not select the skill you want, Cowork also provides explicit UI surfaces described in Anthropic's [Cowork plugins documentation](https://support.claude.com/en/articles/13837440-use-plugins-in-claude-cowork):
- Type `/` in a Cowork Task to use the command palette and select an available skill.
- Use the `+` capability picker to add a skill to the current Task.
### Method 4: Use with claude.ai (web)
You can use these skills on [claude.ai](https://claude.ai) via the **Project** feature with GitHub integration — no Claude Code installation needed.
claude.ai has two different ways to use this repository. They are not equivalent:
> [!WARNING]
> **Known misleading (2026-04-27) — claude.ai's GitHub integration loads files into _Project knowledge_ (static context for retrieval), NOT the Skills system. Skill auto-loading does not happen via this method.** Use this Method 4 only as a fallback knowledge mode (Claude can read the repo content but does not execute the skills as agentic workflows).
>
> **Real Skill upload on claude.ai** requires Settings → Capabilities → Skills, with one zip uploaded per skill. **Note**: the four skill `description` fields in this repo currently exceed the 200-character cap and would be rejected by the upload UI. A separate patch (v3.6.5.2) trims the descriptions and adds zip upload guidance. Until then, prefer Method 1, 2, or 3.
>
> A doc-correctness patch (v3.6.5.1) clarifying both modes is in progress. Tracking: [issue #44](https://github.com/Imbad0202/academic-research-skills/issues/44).
- **Method 4a** uploads real Custom Skills. This is the standard claude.ai Skill install path, with auto-loading and skill routing.
- **Method 4b** adds repository files to Project knowledge through GitHub integration. This is fallback knowledge mode, not a Skill install.
1. Sign in to [claude.ai](https://claude.ai) (requires a paid plan)
2. Create a new Project: **Projects** → **Create Project**
3. Import from GitHub: in the Project, click **Files** → **+** → **GitHub** → select `Imbad0202/academic-research-skills`
#### Prerequisites
**Recommended selections** (to stay within capacity):
- A paid claude.ai plan. See Anthropic's current plan information at [claude.ai](https://claude.ai).
- For Method 4a, no GitHub authentication is needed. You zip each skill folder locally and upload one zip per skill through **Settings****Capabilities****Skills**. Zip structure errors and the 200-character `description` cap surface as upload-time errors; see Anthropic's [Custom Skills packaging documentation](https://claude.com/docs/skills/how-to).
- For Method 4b, GitHub authentication is required through the Anthropic connector. See [Using the GitHub integration](https://support.claude.com/en/articles/10167454-using-the-github-integration) and [Set up Claude integrations](https://support.claude.com/en/articles/10168395-set-up-claude-integrations). Private repositories require the Anthropic GitHub App to be authorized on the repo or organization. Team and Enterprise plans require owner-level connector enablement before users can add GitHub-sourced files.
| Select | Directory | Why |
#### Method 4a: Custom Skill upload (claude.ai's standard Skill install path)
This is the real Skill install path for claude.ai. Upload one zip per skill via **Settings****Capabilities****Skills**.
Each zip must have the skill folder as its top-level entry, so the zip contains `<skill-name>/SKILL.md`, not `<skill-name>/<skill-name>/SKILL.md`.
```bash
git clone https://github.com/Imbad0202/academic-research-skills.git
cd academic-research-skills
zip -r deep-research.zip deep-research
zip -r academic-paper.zip academic-paper
zip -r academic-paper-reviewer.zip academic-paper-reviewer
zip -r academic-pipeline.zip academic-pipeline
```
Then upload:
1. Sign in to [claude.ai](https://claude.ai).
2. Open **Settings**.
3. Open **Capabilities**.
4. Open **Skills**.
5. Upload `deep-research.zip`.
6. Upload `academic-paper.zip`.
7. Upload `academic-paper-reviewer.zip`.
8. Upload `academic-pipeline.zip`.
Current blocker in v3.6.5.1: the four skill `description` fields in this repo currently exceed the 200-character cap and would be rejected by the upload UI. The description trim ships in a follow-up patch (v3.6.5.2). This path is documented here so the install instructions are correct in advance; until v3.6.5.2 ships, prefer Method 1, Method 2, or Method 3.
#### Method 4b: Project + GitHub integration (fallback knowledge mode, not a Skill install)
claude.ai Projects deliver content as static knowledge for Claude to retrieve and cite — see Anthropic's [What are Projects?](https://support.claude.com/en/articles/9517075-what-are-projects). This is NOT a Skill install. Skill auto-loading does not happen. Trigger phrases do not route. Claude can read the repo content but does not execute the skills as agentic workflows.
Use this when you want claude.ai to have access to the repo content for reading/citation, but you do not need agentic skill execution.
1. Sign in to [claude.ai](https://claude.ai).
2. Create a new Project: **Projects****Create Project**.
3. Import from GitHub: in the Project, click **Files****+** → **GitHub** → select `Imbad0202/academic-research-skills`.
4. Select the folders/files below.
| Select | Directory / file | Why |
|---|---|---|
| ✅ | `.claude/` | Routing rules |
| ✅ | `deep-research/` | Core skill |
| ✅ | `academic-paper/` | Core skill |
| ✅ | `academic-paper-reviewer/` | Core skill |
| ✅ | `academic-pipeline/` | Core skill |
| ✅ | `shared/` | Cross-model verification, handoff schemas |
| ✅ | `deep-research/` | Core skill content for reading |
| ✅ | `academic-paper/` | Core skill content for reading |
| ✅ | `academic-paper-reviewer/` | Core skill content for reading |
| ✅ | `academic-pipeline/` | Core skill content for reading |
| ✅ | `shared/` | Cross-model verification, handoff schemas, shared protocols |
| ✅ | `scripts/` | `literature_corpus[]` adapters (`folder_scan`, `zotero`, `obsidian`) + schema validators; required for Material Passport corpus mode and CI-style validation |
| ✅ | `MODE_REGISTRY.md` | Mode definitions |
| ❌ | `examples/` | Takes ~39% capacity — skip unless you have room |
| ❌ | `.github/`, READMEs, LICENSE, etc. | Not needed for functionality |
| Optional | `.claude/` | Project-level routing rules. Skip if you set Project Instructions in step 5 below (recommended path); include only if you prefer to keep routing rules visible as Project files. |
| Optional | `examples/` | Useful for reference examples; skip if you want a smaller Project knowledge set |
| Optional | `.github/`, READMEs, LICENSE, etc. | Repository metadata; not needed for core reading context |
4. (Optional) Set **Instructions** in the Project to the content of `.claude/CLAUDE.md` for better routing
5. Start chatting: "Guide my research on X" or "Help me write a paper about Y"
5. (Recommended) Set **Instructions** in the Project to the content of `.claude/CLAUDE.md` for better routing.
6. Start chatting: "Guide my research on X" or "Help me write a paper about Y".
Anthropic's current [Project file limits](https://support.claude.com/en/articles/8241126-upload-files-to-claude) state that Project file count is not artificially capped at 200; files have a 30 MB per-file limit and total usable content is still subject to context-window limits at runtime. Keep the Project focused so Claude retrieves the relevant files reliably.
**claude.ai vs Claude Code:**
- claude.ai does not support parallel multi-agent execution or shell commands; results may be less comprehensive than Claude Code
- Cross-model verification (`ARS_CROSS_MODEL`) requires Claude Code with API keys
- Direct `.docx` generation requires Pandoc, and LaTeX/PDF output requires Claude Code with `tectonic`; claude.ai can still produce Markdown and DOCX conversion instructions
- Method 4b is for content reading, not active Skill execution. If you need agentic skill execution, prefer Method 1, Method 2, Method 3, or Method 4a after v3.6.5.2.
- claude.ai does not support local shell commands; results may be less comprehensive than Claude Code workflows that rely on local scripts.
- Cross-model verification (`ARS_CROSS_MODEL`) requires Claude Code with API keys.
- Direct `.docx` generation requires Pandoc, and LaTeX/PDF output requires Claude Code with `tectonic`; claude.ai can still produce Markdown and DOCX conversion instructions.