Tutorial · 4 min

How to use Collaborative Screening

Blinded team screening with active-learning prioritisation

Rayyan-style collaborative title and abstract screening — duplicate detection, tags, blinded decisions and conflict tracking — combined with ASReview-style active learning that re-orders the remaining records by relevance after every decision.

Before you start

  • A signed-in SciExpert account

Steps

  1. 1

    Open Collaborative Screening

    From the workspace sidebar choose Collaborative Screening. On a phone, open the All menu and tap Collaborative Screening.

  2. 2

    Set up your inputs

    Rayyan-style collaborative title and abstract screening — duplicate detection, tags, blinded decisions and conflict tracking — combined with ASReview-style active learning that re-orders the remaining records by relevance after every decision. Start with the smallest realistic input so you can check the output before scaling up.

  3. 3

    Run it

    Run the tool and check the first output: import from openalex search, your library, or ris, bibtex and csv files.

  4. 4

    Review what came back

    Work through the results: automatic duplicate removal by doi and title similarity; blinded decisions per screener, with conflicts and cohen's kappa; active-learning ranking trained in your browser, no tokens spent.

  5. 5

    Save or export

    Save the configuration as a preset if you will repeat it, and export the output when you need it outside SciExpert. Your inputs persist across refreshes and sign-ins.

Tips

  • Start with a small input, verify the output, then scale up.
  • Save a preset once the configuration works so you can reuse it across papers.

Troubleshooting

Nothing happens when I run it

Check that every required field is filled and that your plan includes this service — locked services show a padlock in the sidebar.

The output is not what I expected

Reduce the input to a single item, confirm the result is correct, then add the rest back gradually.

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