Filters Available in Study Inspector

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
    • 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
    • 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
  • 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
Updated on August 6, 2025
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