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CERULEON User's guide

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.

Cloud sync. When you are signed in, your projects, articles, annotations and uploaded PDFs sync to the cloud automatically a few seconds after each change. App preferences (theme, AI on/off, model) are kept locally in this browser and do not sync across devices.

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.

ModeForWhat 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.

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 confidenceHigh, 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:

DeliverableFormats
Database queriesPDF, XLSX
PRISMA flowPDF, XLSX
Evidence table — included articlesPDF, XLSX
Excluded articlesPDF, XLSX, RIS
Narrative synthesisPDF, TXT
BibliographyPDF, TXT, RIS
Full reportPDF (all sections combined, audit-ready)
LaTeX sourceZIP (.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.
Preferences live in this browser only — they are not synced to your account.

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.