Semantic Search

Semantic Search compares a natural-language query against embedded project records and writes score columns for Screening.

Semantic Search tab showing query text area, search name, scope, embedding source, result limit, and Run Semantic Search button.
Semantic Search uses existing embeddings. It does not replace screening, but it can help you sort, prioritize, or find similar records.

Write a search question

Use a plain-language description of what you want to find. Semantic search is useful when matching meaning matters more than exact wording. The query can be a topic, concept, eligibility idea, intervention, outcome, or phrase.

Semantic Search needs completed embeddings first. If no embedding source is available, configure an Embeddings model in Settings: Runtime and model presets, then run the Embeddings tab.

Controls

Query

The natural-language search target. Write what a relevant record should be about.

Search name

The label used for the generated score column. Choose a short name that still explains the concept.

Scope

The records to score. Use Pending for screening support, Included for synthesis exploration, or another scope when appropriate.

Embedding source

Selects which stored vectors to compare against. The source must match a completed embeddings job.

Result limit

Controls how many top records are written or emphasized. Larger limits can be useful for broad exploration.

Run Semantic Search

Queues the scoring job. When it finishes, inspect the new score columns in Screening.

Review results

Open Screening and sort or filter by the generated score columns. High scores are not automatic inclusion decisions; they are a way to find records that are semantically close to your query.

Screening grid showing a generated semantic score column beside citation, title, and extraction columns.
Semantic search writes score columns into Screening. Use the score as a prioritisation signal, then inspect the record normally.

Score columns

The generated numeric score shows how close a record is to the semantic query. Higher is closer; it is not an inclusion decision by itself.

Sorting

Sort by the score column to bring likely matches to the top of the current scope.

Screening follow-up

After sorting, read the title, abstract, extraction fields, and notes before moving records between scopes.

Semantic scores are decision support. Always combine them with normal screening judgement and documented criteria.