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Lattuce tutorial · Notes & Library

Library screening (dual-review)

Screen research references with dual-review views, inclusion decisions, and project-ready evidence in Library.

On this page

  1. Views
  2. Review modes
  3. Seed a project
  4. Entitlements
  5. Screening checklist
  6. Related

Advanced households can run PRISMA-style dual review on a frozen candidate set under Library → Screening (/library?kind=screening).

This is not live screening of an entire publisher index. You freeze Discovery hits, library sources, mission candidates, or a bibliography export into screening_records, then vote independently.

Use screening when the inclusion decision itself must be traceable. It is an advanced review queue, not a faster catalog search: prepare a clean candidate set, define the decision rule, and make sure each reviewer understands the same scope before voting.

Lattuce Library catalog showing the source and manuscript navigation used before screening

Views

ViewPurpose
QueueTitle/abstract records awaiting your sealed vote
ConflictsDisagreements for arbiter resolution

Hub section navigation owns Queue | Conflicts — there is no second in-page tab row.

Review modes

ModeWho votes
Human + humanTwo distinct household reviewers
Human + AIYou plus an AI agent (inclusionist-v1 / similar)
AI + AITwo distinct AI personas (no shared output)

Solo Advanced users cannot create human+human (needs a peer). Use human+AI or AI+AI instead.

Peer votes stay sealed until both slots submit. Conflicts open an arbiter resolution — not a third blind vote. Write the inclusion rule before opening Queue, vote from the available evidence, and avoid discussing a sealed vote with the other reviewer until the conflict stage.

Seed a project

From the Screening hub Seed panel:

  1. Explore — paste a literature query; Writer freezes OpenAlex / arXiv / Semantic Scholar hits server-side
  2. Mission — enter a completed literature_discovery mission ID
  3. Export — upload RIS, CSV, or BibTeX (5 MB max)
  4. Library sources / collections — attach owned items already in your catalog

From Explore → Literature search, use Add to screening on the current result page (Advanced). Free plans see an upgrade prompt instead of a silent missing control.

Entitlements

  • library_screening — Advanced (team) plan
  • AI votes also need ai_missions

Screening checklist

  1. Freeze the candidate set from Explore, a mission, an export, or owned Library sources.
  2. Confirm the review mode and reviewer slots.
  3. Review Queue and leave disagreements sealed until both votes are complete.
  4. Resolve Conflicts with the arbiter and record the final decision.
  5. Return to Library or Writer with the accepted evidence.

If a control is missing, verify the plan entitlement and that the source set is frozen. Do not re-seed the project just because the Queue is empty; an empty Queue can mean every record is resolved.

Related

  • Catalog and graph: Library catalog
  • Manual literature search: Literature review with real references
  • Research handoff: The Writer paper lifecycle
PreviousLibrary catalog

Continue learning

  • Notes workflows
  • Link two notes together
  • Notes vault panes

Browse more in Notes & Library or return to all tutorials.

On this page

  1. Views
  2. Review modes
  3. Seed a project
  4. Entitlements
  5. Screening checklist
  6. Related
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