In Screening, you select which studies to include in your nest and which should be excluded (with reasons).
The first step in the Screening process is configuring the Exclusion reasons. The steps for adding and editing exclusion reasons will be covered here.
Now that the Exclusions Reasons have been configured, you can proceed with screening underlying studies to identify those that should be Advanced and/or Included for your nest, or Excluded (for one of your configured Exclusion Reasons). Note: If you are using Two-Pass Screening or Dual Screening, this process will differ slightly from the Standard workflow outlined...
The Screening Model uses AI to learn from screening decisions within a specific nest, generating inclusion probabilities based on configuration. You may use the screening model in two ways: Both methods require the model to be trained but the first only displays probabilities, allowing you to order studies in the screening queue by likelihood of inclusion or bulk...
You may have a legacy or existing project you wish to upload and continue in Nested Knowledge. To do this, first ensure you have imported your records via a Literature Search. The next step is to upload screening decisions, which will be matched to these records (and will only do so if they already exist...
As you finish up the Title/Abstract Screening stage, you may wish to upload pdfs in bulk to prepare for the Full Text Screening stage. This can be done for both open source publications, proprietary full text pdfs and ClinicalTrials.gov reports. Bulk Import Full Texts: Open Source Ref ID Filtering If you’re using the Ref ID...
Criteria-Based Screening (CBS) offers an alternative, comprehensive screening workflow in Nested Knowledge that structures your screening process around question-based form instead of a list of exclusion reasons. By creating simple Yes/No questions, it allows reviewers or an AI to answer these questions in the screening process before finalizing a screening decision to encourage a more...
