There are many helpful filters in Study Inspector to show you subsets of studies in your nest. See below for more information on how each of them work.
Bibliographic Filters: #
- Title/Abstract
- Description: Performs text-based searches across study titles and/or abstracts to find records containing specific keywords, phrases, or terms. This search is independent of full text upload status and searches through the bibliographic metadata.
- Nest Mode Dependencies: Available in all nest modes without configuration differences.
- Configuration Options:
- Title only
- Abstract only
- Both title and abstract
- Examples:
- Intervention research: Search “randomized controlled trial” in both title and abstract to identify RCTs that may not be properly tagged
- Population-specific studies: Search “elderly OR geriatric” in titles to find studies focused on older adult populations
- Methodology validation: Search abstract-only for “statistical analysis” to identify studies with robust analytical approaches
- Full Text Search
- Description: Searches for specific keywords, phrases, or terms within the full text content of uploaded PDFs. This provides deep content analysis beyond what’s available in titles and abstracts.
- Nest Mode Dependencies: Available in all modes, but effectiveness depends on full text upload completion across the nest.
- Configuration Options:
- Exact phrase matching
- Case-sensitive or case-insensitive search
- Wildcard and boolean operators support
- Examples:
- Safety analysis: Search “adverse events” OR “side effects” to identify studies reporting safety outcomes not captured in abstracts
- Methodology identification: Search “propensity score matching” to find studies using specific statistical techniques
- Outcome measurement: Search “primary endpoint” to locate detailed outcome definitions within study protocols
- Authors
- Filters studies based on the first author’s name, allowing users to identify publications from specific researchers or research groups.
- Nest Mode Dependencies: Available in all nest modes without variation.
- Configuration Options:
- Exact name matching
- Partial name matching
- Case-insensitive search
- Examples:
- Expert identification: Filter by “Smith J” to find all studies where J. Smith is the first author for expert consultation
- Research group analysis: Search “Johnson” to identify potential clustering of studies from the same research team
- Quality assessment: Filter by known high-quality researchers to prioritize screening efforts
- Author Affiliation
- Description: Filters studies based on institutional affiliations of authors, enabling geographic, institutional, or organizational analysis of research.
- Nest Mode Dependencies: Available across all modes, but data quality depends on completeness of bibliographic records.
- Configuration Options:
- Institution name search
- Partial matching
- Multiple affiliation filtering
- Examples:
- Geographic analysis: Filter by “University of California” to examine research output from UC system institutions
- Industry vs academic: Filter by “Pharmaceutical” OR “Pharma” to identify industry-sponsored research
- International collaboration: Filter by specific countries or regions to assess global research distribution
- Publication date
- Description: Filters studies to specific date ranges, allowing temporal analysis and focus on contemporary or historical research periods.
- Nest Mode Dependencies: Available in all modes with consistent functionality.
- Configuration Options:
- Before specific date
- After specific date
- Between date ranges
- Exact year matching
- Examples:
- Recent evidence: Filter to studies published after 2020 to focus on the most current research
- Historical analysis: Filter to studies before 2010 to examine how practices have evolved
- Decade comparison: Filter to 2010-2019 vs 2020-2029 for temporal trend analysis
- DOI
- Description: Filters to studies with specific Digital Object Identifier numbers, enabling precise identification of individual publications or verification of included studies.
- Nest Mode Dependencies: Consistent across all nest modes.
- Configuration Options:
- Exact DOI matching
- Partial DOI search
- Multiple DOI input
- Examples:
- Duplicate identification: Search specific DOI to confirm whether a study is already included in the nest
- Quality verification: Filter by DOI to verify bibliographic accuracy against authoritative sources
- Citation tracking: Use DOI to locate studies referenced in other included publications
- PubMed ID
- Description: Filters studies using their unique PubMed identifier (PMID), providing direct linkage to PubMed database records and ensuring precise study identification.
- Nest Mode Dependencies: Available across all modes without differences.
- Configuration Options:
- Single PMID search
- Multiple PMID input
- Range-based PMID filtering
- Examples:
- Database verification: Filter by PMID to cross-reference with PubMed for bibliographic accuracy
- Batch processing: Input multiple PMIDs to quickly locate a set of studies identified through external searches
- Quality control: Use PMID to verify that imported studies match their original database records
- PMC ID
- Description: Filters studies by their PubMed Central identifier, particularly useful for accessing open-access full-text articles and verifying PMC availability.
- Nest Mode Dependencies: Functions consistently across all nest modes.
- Configuration Options:
- Exact PMC ID matching
- Batch PMC ID input
- PMC availability verification
- Batch PMC ID input
- Exact PMC ID matching
- Examples:
- Open access identification: Filter by PMC ID to prioritize studies with freely available full text
- Full text acquisition: Use PMC ID to streamline full text download processes
- Copyright compliance: Identify PMC articles for educational or research use under open access licenses
- Embase ID
- Description: Filters studies using Embase database identifiers, specifically useful when imports originate from Embase searches or when cross-referencing with Embase records.
- Nest Mode Dependencies: Available in all modes, most relevant when Embase imports are present.
- Configuration Options:
- Exact Embase ID matching
- Multiple ID input
- Embase-specific metadata filtering
- Multiple ID input
- Exact Embase ID matching
- Examples:
- Database source tracking: Filter Embase IDs to analyze coverage differences between PubMed and Embase
- European research focus: Use Embase ID filtering to examine European pharmaceutical and medical research
- Comprehensive coverage: Identify Embase-unique records not found in other databases
- NCT Number
- Description: Filters studies by ClinicalTrials.gov registration numbers (NCT numbers), enabling identification of registered clinical trials and their associated publications.
- Nest Mode Dependencies: Consistent functionality across all nest modes.
- Configuration Options:
- Exact NCT number matching
- Multiple NCT input
- Trial status verification
- Examples:
- Trial registration verification: Filter by NCT number to confirm published studies correspond to registered protocols
- Reporting bias assessment: Compare NCT-registered trials with published outcomes to identify selective reporting
- Clinical trial prioritization: Use NCT numbers to focus on properly registered, high-quality clinical research
- Ref ID
- Description: Filters studies using the internal reference ID assigned based on upload order to the nest. Ref ID 1 represents the first uploaded study, ID 2 the second, and so forth. Original IDs are preserved even if records are deleted.
- Nest Mode Dependencies: Functions identically across all nest modes.
- Configuration Options:
- Single Ref ID search
- Range-based filtering (e.g., 1-100)
- Multiple discrete ID input
- Examples:
- Upload batch analysis: Filter Ref IDs 1-500 to examine the first batch of uploaded studies for quality assessment
- Chronological review: Use Ref ID ranges to process studies in upload order during systematic screening
- Error tracking: Filter specific Ref IDs when investigating data quality issues or upload problems
- External ID
- Description: Filters studies using custom external identifiers that can be configured when editing bibliographic data, providing flexibility for institutional or project-specific numbering systems.
- Nest Mode Dependencies: Available across all modes, with configuration options dependent on user permissions.
- Configuration Options:
- Custom ID format matching
- Alphanumeric ID support
- Batch external ID processing
- Examples:
- Institutional tracking: Use external IDs to track studies according to internal library or research office numbering
- Multi-project coordination: Filter by external ID when studies are shared across multiple systematic reviews
- Legacy system integration: Map external IDs to maintain continuity with previous review management systems
- Journal
- Description: Filters studies by publication journal name, enabling analysis of publication patterns, journal quality assessment, and venue-specific study selection.
- Nest Mode Dependencies: Consistent across all nest modes.
- Configuration Options:
- Exact journal name matching
- Partial journal name search
- Journal abbreviation recognition
- Examples:
- High-impact focus: Filter to “New England Journal of Medicine” OR “Lancet” to prioritize high-impact publications
- Specialty analysis: Search “Cardiology” to identify cardiology-focused journals for cardiovascular systematic reviews
- Open access prioritization: Filter to known open access journals like “PLOS ONE” for full text availability
- Language
- Description: Filters studies based on publication language, allowing users to focus on English-language publications or specifically examine non-English research for comprehensive international coverage.
- Nest Mode Dependencies: Available in all modes without variation.
- Configuration Options:
- English language
- Non-English language
- Specific language identification (when available in metadata)
- Examples:
- Language restriction: Filter to English-only studies when translation resources are limited
- Bias assessment: Include non-English studies to evaluate potential language bias in systematic reviews
- Regional research: Focus on non-English publications to examine research from non-English speaking countries
- Keywords
- Description: Filters studies using bibliographic keywords attached as metadata to records, typically provided by original databases or publishers as subject classifications.
- Nest Mode Dependencies: Functions consistently across all nest modes.
- Configuration Options:
- Exact keyword matching
- Partial keyword search
- Multiple keyword filtering with Boolean operators
- Examples:
- MeSH term analysis: Filter by “hypertension” keyword to identify studies properly indexed with cardiovascular terms
- Methodology identification: Search “meta-analysis” keywords to distinguish systematic reviews from primary studies
- Population targeting: Filter “pediatric” keywords to focus on child population studies
- Publication Type
- Description: Filters studies by publication type classifications (e.g., clinical trial, review, case report) when available in bibliographic metadata, enabling study design-specific analysis.
- Nest Mode Dependencies: Available across all modes, but options depend on source database metadata quality.
- Configuration Options:
- Clinical trial
- Systematic review/Meta-analysis
- Observational study
- Case report/Case series
- Editorial/Commentary
- Examples:
- Study design focus: Filter to “Clinical Trial” to examine only interventional research for treatment effectiveness reviews
- Evidence hierarchy: Filter to “Systematic Review” to identify existing reviews for background or comparison
- Quality stratification: Exclude “Case Report” publication types when focusing on higher-level evidence
- Bibliographic Status
- Description: Filters studies based on the completeness of specific bibliographic fields, allowing identification of records with missing or incomplete metadata that may need attention.
- Nest Mode Dependencies: Consistent functionality across all nest modes.
- Configuration Options:
- Field is empty
- Field is not empty
- Specific field selection (title, abstract, DOI, etc.)
- Examples:
- Quality control: Filter to records where “Abstract” field is empty to identify potentially incomplete imports
- Data verification: Search for empty “DOI” fields to prioritize bibliographic enhancement efforts
- Completeness assessment: Filter “Publication Date” empty fields to identify records needing date verification
- Publication Update
- Description: Filters studies that have been flagged as retracted or corrected from their original database source, enabling quality control and evidence reliability assessment.
- Nest Mode Dependencies: Available in all modes, with updates dependent on database synchronization.
- Configuration Options:
- Retracted publications
- Corrected publications
- Original publication status
- Examples:
- Quality assurance: Filter to retracted studies to exclude discredited research from systematic reviews
- Update tracking: Identify corrected publications to ensure the most current versions are being analyzed
- Reliability assessment: Monitor publication updates to maintain evidence base integrity over time
Workflow: #
If Dual mode is turned on, you will see the following filters:
- Reviewer Screening
- Reviewer Screening (Dual Mode)
- Description: Filters studies by individual reviewer-level screening decisions in Dual mode, allowing analysis of reviewer performance and identification of studies at specific decision points.
- Nest Mode Dependencies: Only available when Dual mode is enabled. Not visible in Single mode configurations.
- Configuration Options:
- Specific reviewer selection
- Include (reviewer decision)
- Exclude (reviewer decision)
- Pending review status
- Robot Screener decisions
- Examples:
- Reviewer performance: Filter to “Dr. Smith – Include” to examine which studies a specific reviewer advanced for quality assessment
- Training evaluation: Compare Robot Screener decisions with human reviewer decisions to assess AI screening accuracy
- Workload balancing: Filter pending reviews by reviewer to redistribute screening assignments
- Screening Adjudicated By
- Description: Filters studies by the adjudicator who made final screening decisions when reviewers disagreed, enabling tracking of adjudication patterns and decision authority.
- Nest Mode Dependencies: Available only in Dual mode when adjudication is configured. Requires conflict resolution workflow.
- Configuration Options:
- Specific adjudicator selection
- Adjudicated include decisions
- Adjudicated exclude decisions
- Pending adjudication status
- Examples:
- Adjudication tracking: Filter to “Senior Reviewer” adjudicated decisions to examine conflict resolution patterns
- Quality oversight: Monitor adjudication decisions to ensure consistent application of inclusion criteria
- Reviewer training: Analyze adjudicated decisions to identify areas where reviewers need additional guidance
- Screening Agreement
- Description: Filters studies based on agreement levels between reviewers in Dual mode, enabling identification of consensus decisions and potential problem areas requiring attention.
- Nest Mode Dependencies: Only available in Dual mode configurations where multiple reviewers assess the same studies.
- Configuration Options:
- Disagree (reviewers had different decisions)
- Include/Include (both reviewers included)
- Exclude/Exclude (both reviewers excluded)
- Examples:
- Consensus analysis: Filter to “Include/Include” to identify studies with clear consensus for priority processing
- Training needs: Focus on “Disagree” studies to identify challenging cases requiring clearer guidance
- Quality assessment: Monitor agreement rates to evaluate screening reliability and reviewer calibration
- Reviewer AB Screening
- Description: Filters studies by individual reviewer decisions at the abstract screening phase in Dual Two Pass mode, enabling granular analysis of the first screening tier.
- Nest Mode Dependencies: Only available in Dual Two Pass mode. Not accessible in Single or standard Dual modes.
- Configuration Options:
- Specific reviewer selection
- Advance to full text
- Exclude at abstract level
- Pending abstract review
- Robot Screener abstract decisions
- Examples:
- Abstract screening efficiency: Filter to “Dr. Jones – Advance” to see which studies progressed to full text review
- Early exclusion analysis: Examine “Exclude at abstract” decisions to ensure appropriate early filtering
- Reviewer consistency: Compare abstract-level decisions across reviewers for calibration assessment
- Reviewer FT Screening
- Description: Filters studies by individual reviewer decisions at the full text screening phase in Dual Two Pass mode, representing final inclusion/exclusion determinations.
- Nest Mode Dependencies: Only available in Dual Two Pass mode after abstract screening completion.
- Configuration Options:
- Specific reviewer selection
- Include (final decision)
- Exclude with reason codes
- Pending full text review
- Examples:
- Final inclusion tracking: Filter to “Dr. Smith – Include” to identify studies advancing to data extraction
- Exclusion reason analysis: Examine exclude decisions to identify common reasons for full text exclusion
- Review completion: Monitor pending full text reviews to manage workflow completion
- Abstract Screening
- Description: Filters studies by their final status at the abstract screening level in Dual Two Pass mode, showing which studies advanced to full text review.
- Nest Mode Dependencies: Available only in Dual Two Pass mode configurations.
- Configuration Options:
- Advanced to full text
- Excluded at abstract level
- Pending abstract screening
- Examples:
- Screening funnel analysis: Filter “Advanced to full text” to quantify studies progressing through screening phases
- Early exclusion monitoring: Examine “Excluded at abstract” to ensure appropriate early filtering
- Progress tracking: Monitor “Pending abstract screening” for workflow management
- AB Screening Adjudicated By
- Description: Filters studies by the adjudicator who resolved conflicts at the abstract screening level when reviewers disagreed on advancement decisions.
- Nest Mode Dependencies: Only available in Dual Two Pass mode with adjudication enabled.
- Configuration Options:
- Specific adjudicator selection
- Adjudicated advance decisions
- Adjudicated exclude decisions
- Examples:
- Abstract-level conflict resolution: Track adjudication decisions to monitor conflict patterns at early screening
- Adjudicator workload: Monitor abstract adjudication assignments for balanced distribution
- Decision consistency: Analyze adjudicated abstract decisions for screening criteria application
- FT Screening Adjudicated By
- Description: Filters studies by the adjudicator who made final inclusion/exclusion decisions when full text reviewers disagreed, representing the ultimate authority on study inclusion.
- Nest Mode Dependencies: Available only in Dual Two Pass mode with full text adjudication configured.
- Configuration Options:
- Specific adjudicator selection
- Final include adjudications
- Final exclude adjudications with reasons
- Examples:
- Final decision authority: Track senior reviewer adjudications for final inclusion determinations
- Quality oversight: Monitor adjudicated exclusions to ensure appropriate application of criteria
- Reviewer guidance: Analyze adjudication patterns to identify areas needing clearer protocols
- AB Screening Agreement
- Description: Filters studies based on reviewer agreement at the abstract screening level, identifying consensus advancement decisions and disagreements requiring adjudication.
- Nest Mode Dependencies: Only available in Dual Two Pass mode with multiple abstract reviewers.
- Configuration Options:
- Disagree (reviewers had different decisions)
- Advance/Advance (both reviewers advanced)
- Exclude/Exclude (both reviewers excluded)
- Examples:
- Abstract consensus: Filter “Advance/Advance” to prioritize studies with clear consensus for full text review
- Early disagreement analysis: Focus on “Disagree” cases to identify challenging abstracts needing guidance
- Screening reliability: Monitor agreement rates to assess abstract screening consistency
- FT Screening Agreement
- Description: Filters studies based on reviewer agreement at the full text screening level, representing final consensus or disagreement on study inclusion.
- Nest Mode Dependencies: Available only in Dual Two Pass mode for full text screening phase.
- Configuration Options:
- Disagree (reviewers had different final decisions)
- Include/Include (both reviewers included)
- Exclude/Exclude (both reviewers excluded)
- Examples:
- Final consensus identification: Filter “Include/Include” to identify studies with unanimous inclusion support
- Critical disagreement analysis: Examine “Disagree” cases requiring senior reviewer adjudication
- Quality validation: Monitor full text agreement rates to ensure reliable final decisions
If Dual Two Pass mode is turned on, you will see the following filters:
- Final Screening
- Description: Filters studies by their ultimate screening status after all review phases are complete, providing the definitive inclusion/exclusion determination with specific reasons.
- Nest Mode Dependencies: Available in all modes, with complexity increasing in Dual and Dual Two Pass modes.
- Configuration Options:
- Included studies
- Excluded studies (any reason)
- Excluded with specific reason codes
- Pending final screening
- Examples:
- Inclusion set identification: Filter “Included” to identify the final study set for data extraction and analysis
- Exclusion reason analysis: Filter specific exclusion codes to understand common reasons for study exclusion
- Review completion tracking: Monitor “Pending final screening” for workflow management
- Module Status
- Description: Filters studies based on completion status of specific review modules including tagging, meta-analysis extraction, and critical appraisal, enabling workflow management and progress tracking.
- Nest Mode Dependencies: Available in all modes, with module availability dependent on nest configuration.
- Configuration Options:
- Tagging (complete/incomplete)
- MA extraction (complete/incomplete)
- Critical appraisal (complete/incomplete)
- Multiple module status combinations
- Examples:
- Data extraction progress: Filter “MA extraction – incomplete” to identify studies needing data extraction
- Quality assessment tracking: Filter “Critical appraisal – complete” to monitor quality assessment progress
- Workflow prioritization: Filter multiple incomplete modules to prioritize reviewer assignments
- Full Text Status
- Description: Filters studies based on PDF upload and attachment status, tracking full text availability and source information rather than full text review completion.
- Nest Mode Dependencies: Consistent across all nest modes with identical functionality.
- Configuration Options:
- PDF uploaded and attached
- PDF upload pending
- No PDF available
- PDF source information
- Multiple source tracking
- Examples:
- Full text availability: Filter “PDF uploaded” to identify studies ready for full text screening
- Acquisition tracking: Monitor “PDF upload pending” to manage full text procurement efforts
- Source verification: Filter by PDF source to ensure appropriate acquisition methods
- Supplemental Materials
- Description: Filters studies by the number of uploaded supplemental materials (appendices, additional files, protocols), enabling identification of studies with rich supporting documentation.
- Nest Mode Dependencies: Available across all modes without variation.
- Configuration Options:
- Specific number of supplemental materials
- Range-based filtering (e.g., 1-5 materials)
- Studies with any supplemental materials
- Studies without supplemental materials
- Examples:
- Comprehensive data identification: Filter studies with >3 supplemental materials for detailed protocol information
- Protocol availability: Filter studies with supplemental materials to identify detailed methodology documentation
- Data richness assessment: Prioritize studies with multiple supplemental materials for thorough analysis
- Full Text Review
- Description: Filters studies where full text review has been completed as evidenced by the “Full Text Review” checkbox being marked during the screening process.
- Nest Mode Dependencies: Available in all modes with consistent checkbox-based functionality.
- Configuration Options:
- Full text reviewed (checkbox marked)
- Full text not reviewed (checkbox unmarked)
- Pending full text review
- Examples:
- Review completion tracking: Filter “Full text reviewed” to monitor screening progress and completion rates
- Quality assurance: Identify studies where full text review is complete for final verification
- Workflow management: Filter uncompleted full text reviews to assign to available reviewers
- Advancement or Inclusion probability
- Description: Filters studies based on their calculated probability of advancement or inclusion, typically generated by machine learning algorithms or scoring systems to prioritize review efforts.
- Nest Mode Dependencies: Available when probability scoring is enabled, consistent across nest modes.
- Configuration Options:
- Specific probability ranges (e.g., 0.8-1.0)
- High probability threshold filtering
- Low probability identification
- Custom probability cutoffs
- Examples:
- Prioritized screening: Filter studies with >80% inclusion probability for priority review by senior researchers
- Efficient exclusion: Focus on studies with <20% probability to quickly identify likely exclusions
- Uncertain case identification: Filter mid-range probabilities (40-60%) for careful manual review
- Reviewer Count
- Description: Filters studies based on the number of reviewers who have completed assessment in specific modules, enabling workload balancing and quality assurance in dual review modes.
- Nest Mode Dependencies: Available in Dual and Dual Two Pass modes. Not applicable in Single mode.
- Configuration Options:
- Specific reviewer count (1, 2, 3+ reviewers)
- Module-specific reviewer counting
- Minimum reviewer requirements
- Complete vs. incomplete review counting
- Examples:
- Quality assurance: Filter studies with <2 reviewers to identify cases needing additional review
- Workload balancing: Monitor reviewer counts to ensure balanced assignment distribution
- Completion tracking: Filter studies with required reviewer counts for advancement to next phase
Gathered: #
- Tag
- Description: Filters studies that have been assigned specific tags or any sub-tags within a hierarchical tagging structure, enabling analysis of studies with particular characteristics or themes.
- Nest Mode Dependencies: Available across all nest modes with identical functionality.
- Configuration Options:
- Specific tag selection
- Sub-tag inclusion (automatic with parent tag)
- Multiple tag filtering with AND/OR logic
- Tag hierarchy navigation
- Examples:
- Intervention analysis: Filter “Pharmacological intervention” tag to examine drug-based treatment studies
- Population targeting: Filter “Elderly” tag to focus on geriatric population research
- Methodology identification: Filter “Randomized controlled trial” tag to analyze experimental studies
- Tag Contents
- Description: Searches within the text content attached to any tag across all studies in the nest, including structured table contents and free-text annotations.
- Nest Mode Dependencies: Consistent functionality across all nest modes.
- Configuration Options:
- Free text search within tag contents
- Table content searching
- Case-sensitive/insensitive options
- Boolean search operators
- Examples:
- Outcome measurement: Search “primary outcome” within tag contents to find detailed outcome definitions
- Dosage analysis: Search “mg/day” in tag contents to identify specific medication dosing information
- Adverse event tracking: Search “serious adverse event” in contents to locate safety reporting details
- Critical Appraisal (Risk)
- Description: Filters studies based on their assigned risk of bias or quality assessment levels from critical appraisal tools, enabling evidence quality stratification.
- Nest Mode Dependencies: Available when critical appraisal modules are enabled, consistent across modes.
- Configuration Options:
- High risk of bias
- Moderate/Some concerns
- Low risk of bias
- Overall risk assessment
- Domain-specific risk filtering
- Examples:
- High-quality evidence: Filter “Low risk” studies for sensitivity analysis with highest quality evidence
- Bias assessment: Filter “High risk” studies to examine potential impact of study limitations
- Quality stratification: Compare results across risk levels to assess robustness of findings
- Data Element
- Description: Filters studies that have completed data extraction for specific data elements, enabling identification of studies with particular types of extracted information.
- Nest Mode Dependencies: Available when data extraction modules are configured, consistent across modes.
- Configuration Options:
- Specific data element selection
- Multiple data element filtering
- Complete vs. incomplete extraction status
- Data element category filtering
- Examples:
- Outcome availability: Filter studies with “Primary outcome” data extracted for meta-analysis preparation
- Baseline characteristics: Filter studies with “Demographics” extracted for population analysis
- Effect size data: Filter studies with “Effect estimates” to identify quantitative synthesis candidates
- Intervention
- Description: Filters studies based on specific interventions that have been categorized and tagged during the review process, enabling intervention-specific analysis and comparison.
- Nest Mode Dependencies: Available when intervention categorization is implemented, consistent across modes.
- Configuration Options:
- Specific intervention types
- Intervention categories
- Multiple intervention filtering
- Comparison intervention identification
- Examples:
- Treatment comparison: Filter “Medication A” vs “Medication B” to compare specific therapeutic interventions
- Intervention type analysis: Filter “Behavioral intervention” to examine non-pharmacological treatments
- Combination therapy: Filter studies with multiple interventions to analyze complex treatment protocols
- Comments
- Description: Searches within reviewer comments and annotations across all studies to retrieve records with specific comment content or discussion points.
- Nest Mode Dependencies: Available across all modes, with comment visibility potentially restricted by user permissions.
- Configuration Options:
- Free text search within comments
- Comment author filtering
- Comment timestamp filtering
- Module-specific comment searching
- Examples:
- Quality concerns: Search “unclear methodology” in comments to identify studies with reviewer concerns
- Decision rationale: Search “exclusion reason” to understand reviewer decision-making processes
- Follow-up needs: Search “contact author” to identify studies requiring additional information
Search: #
- Literature Search
- Description: Filters studies based on their origin source, distinguishing between systematic database searches and expert-identified additions to track study acquisition methods.
- Nest Mode Dependencies: Consistent functionality across all nest modes.
- Configuration Options:
- Specific database searches (PubMed, Embase, etc.)
- Expert additions/hand searches
- Multiple search source filtering
- Search strategy identification
- Examples:
- Database coverage analysis: Filter “PubMed search” vs “Embase search” to assess database-specific contributions
- Expert contribution tracking: Filter “Expert additions” to quantify studies identified through professional networks
- Search strategy evaluation: Compare yield across different search strategies for methodology assessment
- Related Report Family
- Description: Filters studies that belong to the same research family, grouping multiple publications (primary, secondary analyses, sub-studies) from the same underlying research project.
- Nest Mode Dependencies: Available across all modes when related report functionality is enabled.
- Configuration Options:
- Specific family name selection
- Primary report identification
- Family size filtering
- Custom family name assignment
- Examples:
- Multi-publication studies: Filter “ACCORD Study Family” to examine all publications from a major clinical trial
- Primary study focus: Filter families with >3 reports to prioritize comprehensive research programs
- Publication tracking: Monitor related report families to ensure comprehensive data extraction
- Related Report Type
- Description: Filters studies by their designated role within a related report family, distinguishing primary publications from secondary analyses and other assigned types.
- Nest Mode Dependencies: Consistent across all modes when related report classification is implemented.
- Configuration Options:
- Primary reports
- Secondary analyses
- Sub-studies
- Any assigned type
- Unassigned report type
- Examples:
- Primary study prioritization: Filter “Primary” reports for main study characteristics and outcomes
- Secondary analysis identification: Filter “Secondary” to examine additional analyses from major studies
- Comprehensive coverage: Filter “Any assigned type” to ensure all family members are properly categorized
- Time of Retrieval
- Description: Filters studies based on when they were retrieved or imported into the nest, enabling temporal analysis of search update effectiveness and literature growth.
- Nest Mode Dependencies: Available across all modes with consistent date-based functionality.
- Configuration Options:
- Before specific date
- After specific date
- Date range filtering
- Retrieval batch identification
- Examples:
- Search update analysis: Filter studies retrieved after “2023-06-01” to examine new literature since last search
- Initial vs. update comparison: Compare studies from initial search vs. subsequent updates for bias assessment
- Literature growth tracking: Monitor retrieval dates to understand research publication patterns over time
Allocation: #
Note: This feature is only available to Enterprise subscribers and filters will only be displayed if Allocation is turned on.
- Allocated To
- Description: Filters studies based on specific module assignments to individual users, enabling workload management and task tracking in collaborative review environments.
- Nest Mode Dependencies: Available only with Enterprise subscription and when Allocation feature is enabled across all nest modes.
- Configuration Options:
- Specific user selection
- Module-specific allocation (screening, extraction, appraisal)
- Multiple user filtering
- Unallocated study identification
- Examples:
- Workload monitoring: Filter studies allocated to “Dr. Smith” for screening to monitor individual reviewer progress
- Task redistribution: Identify unallocated studies in data extraction for assignment to available reviewers
- Expertise matching: Filter critical appraisal allocations to “Senior Methodologist” for quality-critical assessments
- Allocated Count
- Description: Filters studies based on the number of records allocated to users within each module, enabling balanced workload distribution and capacity management.
- Nest Mode Dependencies: Available only with Enterprise subscription and Allocation enabled, consistent across modes.
- Configuration Options:
- Specific allocation count numbers
- Range-based filtering (e.g., 10-50 studies)
- Module-specific count filtering
- Zero allocation identification
- Examples:
- Workload balancing: Filter studies allocated in counts of >100 to identify overloaded reviewers needing redistribution
- Capacity planning: Monitor allocation counts across modules to ensure balanced reviewer assignments
- Progress optimization: Filter low allocation counts (<10) to consolidate small assignments for efficiency
