What it does

- Fetches every paper that cites your identified OpenAlex author record and classifies each citing passage into one of four labels: methodological use, substantive engagement, listing mention, or unclear.
- Surfaces the strongest citations first — a "Top substantive citations" section pulls out the passages where a citing paper actually used your method or engaged with your findings, not just listed you in a reference list.
- Lets you add any classified passage straight to your case's evidence as a citation-report item, with one click, from inside the result.
Screenshot placeholder: the fixture case (phase5-test@merito.test) has one real, complete Citation Context Analyzer run on record (per docs/DEMO_CASE.md), but no screenshot was captured this content pass — see the report's evidence table for why. "Reading the result" below documents the real field labels and classification categories from the component source.
When to use it
Citation Context Analyzer isn't listed in the product's own Case Journey stage map (journeyStageMeta.ts) the way Citation Lens is — this placement is a reasonable inference (VARSAYIM), not a documented product decision: it belongs in the Strengthen stage alongside Citation Lens, since both are Pro citations-family tools that deepen the same OpenAlex author record.
- Before: run Citation Quick-Check first to confirm your OpenAlex author identity and see your raw numbers for free. You'll also need a case with documents ingested — this tool gates on Case File readiness.
- After: classified passages you add as evidence flow straight into your Case File and Evidence Binder. From there, Citation Lens tells you which of the same citing works are truly independent (not co-authors or your own institution), and Expert Finder surfaces un-conflicted candidates for support letters.
Before you start
- Input: your name or ORCID, searched from inside the case workspace — no file upload.
- Case File prerequisite: yes. The case's documents must be fully ingested (the page shows an ingestion-stage notice instead of the tool until that's ready).
- Typical time: the run itself is asynchronous — the UI says fetching and classifying citing works "can take a few minutes," so expect to check back rather than watch a spinner the whole time.
- Credit cost: 1 credit per run (Pro plan; also purchasable with credits if you're not on Pro).
Step by step
Open the tool from your case. Go to your case's Citations workspace (
/dashboard/cases/<id>/citations).Search for your author identity. Type your name or ORCID into the search field and submit.
Confirm which author record is yours. If more than one candidate comes back, each shows their institution and works/citation counts — pick the correct one to start the run.
- Warning: only the case owner can start a new run — other collaborators with case access can view a completed run but the start button is gated (
ownerOnly).
- Warning: only the case owner can start a new run — other collaborators with case access can view a completed run but the start button is gated (
Wait for the run to complete. This step calls OpenAlex for the full citing-works list, then classifies each usable passage — budget a few minutes, not seconds.
Review the coverage numbers and top citations. The result opens with three metrics (context located, citing works, open access) and, if any were found, a "Top substantive citations" list of up to 10 passages.
Work through the full classification groups. Below the top list, every classified passage is grouped by label (methodological use, substantive engagement, listing mention, unclear) — expand a group's "Show more" button to see beyond the first few.
Add strong passages as evidence. Click "Add as evidence" on any classification card to attach that citing passage to your Case File directly, without re-typing anything.
- Tip: exporting the result to PDF is locked during a trial account — upgrade first if you need the downloadable version now.
Reading the result
- Context located — how many citing works had a usable passage actually classified (vs. inaccessible or unusable source text).
- Citing works — the total number of papers OpenAlex reports as citing your identified work(s).
- Open access — how many of those citing works are openly accessible (their full text was reachable for context extraction).
- Methodological use — the citing paper actually used your method or approach.
- Substantive engagement — the citing paper meaningfully discusses your findings, beyond a passing reference.
- Listing mention — you're cited, but only as one name in a list or a brief acknowledgment, without real engagement.
- Unclear — the passage didn't clearly fit one of the other three labels.
- Empty-run card — shown instead of classification groups if the author had citing works on record but no usable passage could be located or classified from any of them (a real, documented outcome, not an error).
Free vs Pro for this tool
- Citation Context Analyzer isn't available on the Free plan at all — Citation Quick-Check (free) gives you the raw citation count; this tool is what turns that count into a qualitative read of how your work is actually used.
- A 7-day Pro trial includes 40 credits, enough for several runs of this tool (1 credit each) alongside other Pro tools — the credits are shared across every Pro tool, not a separate allotment per tool.
- The trial checkout collects a card up front (a standard Stripe subscription checkout with a trial period, not a card-free trial), but cancellation is straightforward — cancel anytime from Settings before the trial ends and you won't be charged. Start your free trial to run this on your own case.
Ready to put this to work on your own case? Start free — no credit card required, or start your free trial to unlock the full Pro toolset. For more background from Merito's parent site, see EB1 Mentor's EB-1A criteria service overview.
Common mistakes
- Running it before your documents are fully ingested. The tool won't start until the case's ingestion stage is "ready" — if you're stuck at a notice screen, upload and process your documents first.
- Confusing "citing works total" with "citing works classified." A citing work only gets classified if a usable passage could actually be located and extracted — the coverage note explains the gap when it's non-zero.
- Treating "listing mention" citations as equally strong as "substantive engagement" ones. The four labels exist precisely because not all citations carry the same evidentiary weight — lead with methodological use and substantive engagement when building your case.
- Forgetting this only analyzes citations to work already tied to your OpenAlex author record. If your most relevant paper isn't indexed there, or your author record is incomplete, this run's coverage will reflect that gap.
Frequently asked questions
How is this different from Citation Quick-Check?
Quick-Check gives you three raw numbers. This tool goes further and classifies *how* each citing paper actually engages with your work — a qualitative read, not just a count.
How is this different from Citation Lens?
This tool classifies engagement depth (methodological use vs. listing mention). Citation Lens classifies independence (whether a citation comes from a genuinely unrelated researcher, vs. a co-author or your own institution). They're complementary, not overlapping.
Can other people on my case run this?
No — only the case owner can start a new run. Anyone with case access can view a completed run's results.
Why did my run come back with zero classified passages?
This can happen with a small citing-work count, or when none of the source text was accessible for context extraction — it's a documented, real outcome shown via an explicit empty-state card, not a silent failure.
Can I export the results?
Yes, as a PDF — but export is locked on a trial account until you're on a paid plan.
Does this cost credits every time I re-run it?
Yes, 1 credit per run, same as the first run — there's no separate "re-run" discount.
Merito is not a law firm and does not offer legal advice or predict approval odds. This is a readiness review to help you and your attorney strengthen your case.
