User's guide
Run a literature review, end to end.
CERULEON takes you from a PubMed query to an audit-ready literature search report — search, screen, classify, synthesise, and export. This guide walks each step using the app exactly as it ships. Everything runs in your browser; sign in to sync your work to the cloud.
Getting started
Open CERULEON and the Welcome to CERULEON dialog appears. You have four ways in:
- Sign in with your email and password, or request a one-time magic link by email.
- Create account — email and a password of at least 8 characters.
- Continue with Google — one-click sign-in.
- Continue without an account — guest mode; your data stays in this browser only.
There is no consent checkbox to tick — by continuing you accept CERULEON's Terms of Service and Privacy Policy, shown beneath the buttons.
Interface overview
The workspace has three regions: a left sidebar, a top toolbar, and the main area showing the active view.
Sidebar
- The CERULEON wordmark returns to the Welcome screen.
- Projects opens the project catalog; below it sits your project list and the New project button.
- The workflow nav — Dashboard, Search, Screening, Table, Synthesis, Bibliography, Export, Audit trail — appears once a project is selected. (No project selected? The workflow nav is hidden and you land on Welcome.)
- The sidebar can be collapsed to icons.
Toolbar
- A mode badge (SOTA or Device-specific), the project name, and the current view label.
- On the right: the AI configuration bulb (glows while AI is working), theme settings, the notebook, and your account menu — which holds your profile, subscription, Support, and sign-in/out.
Creating a project
Click New project, give it a name, and choose a mode. The mode is set at creation and shapes the whole workflow — the table columns, the AI synthesis structure, and which regulatory fields appear.
| Mode | For | What it changes |
|---|---|---|
| SOTA (default) |
State of the art — broad clinical context, guidelines, systematic reviews / meta-analyses. | State-of-the-art evidence table and synthesis. Filter presets favour guidelines and reviews. |
| Device-specific | Device clinical evaluation. | Unlocks PICOTS scoring and GSPR mapping (Annex I MDR, sections 1–9) in the Table and screening panel, a device-oriented synthesis, and device-classification fields (type, risk class). |
You can switch a project's mode later from Edit project, but CERULEON asks you to confirm — the table format and AI structure change, and PICOTS/GSPR may need re-running.
Dashboard
The Dashboard is your project at a glance: the evidence pyramid (Oxford CEBM levels) and the spread of GRADE confidence across your included pool, plus pool counts. Drill into a tier to see the studies behind it.
Search
Build your pool two ways — query PubMed, or import references you already have.
PubMed query
- Enter your concepts; CERULEON expands each to
(term[Title/Abstract] OR term[MeSH Terms])and joins them with AND. The query is split into an editable semantic axis and auto-generated filter clauses. - Pick the SOTA or Device-specific filter card for publication-type and date presets (SOTA defaults to the last 5 years), or set custom filters.
- Every search is saved to the project's query history — kept in full as part of the MDR/IVDR audit trail — with its date and result count.
Import
- Drag a file onto the drop zone, or browse for it. Supported: RIS (.ris), NBIB (.nbib, PubMed/MEDLINE export) and BibTeX (.bib). The format is detected automatically. Import is file-based.
- Tag the import with its source (Cochrane, ClinicalTrials.gov, Europe PMC, Embase, Web of Science, Scopus, CINAHL, or a custom label) for the audit trail.
Records are de-duplicated by PMID across your pool; imports also check the DOI against what's already there. Load the results into Screening when you're ready.
Screening
Work through your records and decide Include, Exclude, or send to full-text review. Every manual decision is logged.
Auto Screen with AI
With AI enabled, Auto Screen with AI reads each pending abstract against your inclusion / exclusion criteria and returns a decision (include / exclude / full-text), a confidence level, and a rationale quoting the abstract — with per-criterion verdicts. You can override any AI decision; the override is timestamped.
The article editor
Open a record to edit it in the side panel:
- Study design — a free-text field.
- Evidence level — Oxford CEBM: Ia, Ib, IIa, IIb, III, IV.
- GRADE confidence — High, Moderate, Low, Very low.
- In Device-specific projects, PICOTS and GSPR sections appear here too.
GRADE Evaluation (AI) suggests a GRADE confidence and an Oxford level for the record, which you can accept or change.
Table
The Table view is your evidence table — every included article in one comparable grid, annotations and all. Columns follow the project mode: a state-of-the-art layout for SOTA projects, or PICOTS scoring with GSPR mapping for Device-specific ones. Toggle Show quotes to surface the supporting source quotes. This table is what feeds the Evidence-table export.
Synthesis
Generate a structured synthesis of your included pool with AI. The sections follow the project mode:
- SOTA — summary, discussion, limitations & gaps, conclusion.
- Device-specific — summary, discussion, safety & performance, benefit / risk, GSPR coverage, conclusion.
Edit any section inline, or regenerate a single section without touching the rest. With a pool of three or more included articles, CERULEON discovers themes before writing. With AI off, it falls back to a non-AI narrative built from your annotations.
Bibliography
A numbered bibliography of your included articles. Switch the citation style — Vancouver, APA, or Harvard — and every reference re-formats at once. The selected style carries through to the bibliography export.
Export
Export reflects your current screening pool. Each deliverable is its own card with its own formats:
| Deliverable | Formats |
|---|---|
| Database queries | PDF, XLSX |
| PRISMA flow | PDF, XLSX |
| Evidence table — included articles | PDF, XLSX |
| Excluded articles | PDF, XLSX, RIS |
| Narrative synthesis | PDF, TXT |
| Bibliography | PDF, TXT, RIS |
| Full report | PDF (all sections combined, audit-ready) |
| LaTeX source | ZIP (.tex + .bib — compile on Overleaf) |
The full report bundles cover, introduction, PRISMA, evidence levels, exclusion criteria, search keywords, evidence table, excluded articles, discussion and bibliography — designed to annex into your Clinical Evaluation Report.
Audit trail
Every meaningful action — search runs, screening decisions and overrides, AI runs, and exports — is recorded with a timestamp. The audit trail gives you the regulatory traceability (MDR / IVDR) behind your deliverables, so a reviewer can reconstruct exactly how the review was built.
Settings
The Settings dialog holds a single preference: Theme — Light, Dark, or Auto (Auto follows your operating system).
AI is configured separately, from the AI configuration bulb in the toolbar:
- AI features — a master on/off switch. With it on, CERULEON uses AI for screening, extraction, GRADE and synthesis; turn it off to work entirely by hand or to hold quota.
- Model for deep tasks — choose Balanced Mode or Heavy Mode on Pro+ and Pro Max plans. Quick passes (auto-screening, GRADE) always run in Balanced Mode for speed; the model choice applies to synthesis and full-text analysis.
- Your plan and monthly AI usage are shown here too.
Tips & best practices
- Name and re-run your searches. The full query history is your audit trail — keep it meaningful.
- Use Device-specific mode for a clinical evaluation. It unlocks PICOTS and GSPR mapping you'll need for the CER annex.
- Always read the AI rationale. Auto-screening quotes the abstract for every decision — verify it in seconds, and override anything you don't trust.
- Classify as you screen. Set Study design, Evidence level and GRADE in the article panel so the Dashboard pyramid and exports stay accurate.
- Sign in to protect your work. Guest data stays in one browser; signing in syncs projects, articles, annotations and PDFs.
- Export early, export often. Deliverables always reflect the current pool — regenerate after each screening pass.
FAQ
Do I need an account?
No — you can continue without an account and work fully offline-in-browser. But guest data stays in that one browser and is not backed up; sign in to sync across devices.
Is my data synced to the cloud?
When you're signed in, your project data — projects, articles, annotations and uploaded PDFs — syncs automatically. App preferences (theme, AI on/off, model) stay local to the browser.
Which formats can I export?
PDF, XLSX, TXT, RIS, and a LaTeX ZIP (.tex + .bib) for Overleaf. The full report is PDF.
What's the difference between SOTA and Device-specific projects?
SOTA targets the broad state of the art (guidelines, reviews). Device-specific adds PICOTS scoring and GSPR mapping (Annex I MDR §1–9) and a device-oriented synthesis for a clinical evaluation. The mode is set at creation.
Do I have to use AI?
No. Turn AI features off and run the whole workflow by hand — search, screening, classification, and a non-AI narrative all still work. AI assistance is part of the paid plans.
Which AI model runs my tasks?
Balanced Mode by default. On Pro+ and Pro Max you can pick Heavy Mode for deep tasks (synthesis, full-text analysis). Quick passes like auto-screening and GRADE always run in Balanced Mode for speed.
How does evidence grading work?
In the article editor you set an Oxford CEBM Evidence level (Ia–IV) and a GRADE confidence (High–Very low). The AI GRADE Evaluation can suggest both, which you confirm or change.
Can I import references I already have?
Yes — drop in a RIS, NBIB, or BibTeX file. CERULEON detects the format and de-duplicates by PMID and DOI against your existing pool.