Agent skill

screening-manager

Manage title/abstract screening and record decisions into `papers/screening_log.csv` according to an approved protocol. **Trigger**: screening, title/abstract screening, inclusion/exclusion, screening_log.csv, 文献筛选, 纳入排除. **Use when**: systematic review 的 screening 阶段（C2），protocol 已锁定并通过 HUMAN 审批。 **Skip if**: 还没有 `output/PROTOCOL.md`（或 protocol 未通过签字）。 **Network**: none. **Guardrail**: 每条记录包含决策与理由；保持可审计（不要把“未读/不确定”当作纳入）。

View SKILL.md on GitHub Repository
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Install this agent skill to your Project

npx add-skill https://github.com/WILLOSCAR/research-units-pipeline-skills/tree/main/.codex/skills/screening-manager

SKILL.md

Screening Manager (title/abstract screening)

Goal: produce an auditable screening log that can be traced back to the protocol.

Inputs

Required:

  • output/PROTOCOL.md

Optional candidate pools (choose one if available):

  • papers/papers_raw.jsonl
  • papers/papers_dedup.jsonl
  • papers/core_set.csv

Outputs

  • papers/screening_log.csv

Output schema (recommended)

Columns (minimum viable):

  • paper_id
  • title
  • year
  • url
  • decision (include|exclude)
  • reason (short, protocol-grounded)
  • reason_codes (protocol clause IDs, e.g., E3 or I2+I4)
  • reviewer (HUMAN|CODEX)
  • decided_at (ISO date/time)
  • notes (optional)

Workflow

  1. Read output/PROTOCOL.md and extract:

    • inclusion criteria
    • exclusion criteria
    • time window
    • any mandatory outcomes/metrics

  2. Choose a candidate list

    • If a papers/*.jsonl or papers/core_set.csv exists, use it as the row source.
    • Otherwise, ask the user for the candidate list format and load it into the workspace first.

  3. Screen each candidate deterministically

    • Decide include only when the title/abstract clearly satisfies inclusion and does not trigger exclusion.
    • If information is insufficient, decide exclude and state the missing requirement explicitly in reason.

  4. Write papers/screening_log.csv

    • One row per candidate.
    • Reasons must cite protocol clause IDs from output/PROTOCOL.md (e.g., reason_codes=E3).
    • Avoid generic reasons like “not relevant”; state the missing requirement explicitly.

  5. Quick QA

    • Check every row has decision + reason.
    • Spot-check that include rows satisfy the protocol.

Definition of Done

  • papers/screening_log.csv exists and covers all candidates.
  • Every row has a decision + protocol-grounded reason.

Troubleshooting

Issue: you do not have a candidate pool file

Fix:

  • Import/export the candidate list into one of: papers/papers_raw.jsonl, papers/papers_dedup.jsonl, or papers/core_set.csv, then rerun screening.

Issue: too many borderline cases

Fix:

  • Tighten output/PROTOCOL.md with more operational inclusion/exclusion rules (then re-screen for consistency).

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