Screen research papers against criteria

This is a five-part tutorial to help academic researchers get started with Codex. Task: Suggested implementation: Researchers install the Codex desktop app and open a project folder containing PDFs. They provide inclusion/exclusion criteria via a prompt, asking Codex to screen the papers. Codex reads the files and outputs a table of results. The researcher must manually verify these outputs before relying on them.; tools: Codex. Human role: The original post does not say how a person stayed involved.; limitations: Requires a ChatGPT Plus or Pro plan and local file access. Codex may struggle with scanned or badly formatted PDFs. The tool is not a replacement for expert judgment; human verification is mandatory. Source reliability is secondary (tutorial), so actual performance may vary..

Tools

Codex

Published on Agent Work Atlas:

Overview

This is a five-part tutorial to help academic researchers get started with Codex.

Workflow

Suggested implementation: Researchers install the Codex desktop app and open a project folder containing PDFs. They provide inclusion/exclusion criteria via a prompt, asking Codex to screen the papers. Codex reads the files and outputs a table of results. The researcher must manually verify these outputs before relying on them.

Reported result

The source does not report measured outcomes, success rates, or time savings for this specific screening workflow. It only describes the intended process and the format of the output (a table). No quantitative results are available to confirm effectiveness.

Human role

The original post does not say how a person stayed involved.

Limitations

Requires a ChatGPT Plus or Pro plan and local file access. Codex may struggle with scanned or badly formatted PDFs. The tool is not a replacement for expert judgment; human verification is mandatory. Source reliability is secondary (tutorial), so actual performance may vary.

Try it

I am an academic researcher preparing for a systematic review. I have a folder named [replaceable_folder_path] containing [replaceable_number] PDF research papers. I need to screen these papers against my inclusion/exclusion criteria: [replaceable_criteria_text]. Please use the Codex tool to perform this task. First, confirm you have access to the folder. Then, read the PDFs and apply the criteria. Output the results as a markdown table with columns: Filename, Decision (Include/Exclude), and Reason. Before processing all files, run a dry test on just [replaceable_sample_count] papers. Show me the table for these samples. Do not proceed to the full batch until I confirm the logic is correct. If any PDF is unreadable, list it separately. Ensure no files are modified or deleted, only read.

Original source

Source reports are not independently verified. Publication date is the catalog publication date, not the original article date.

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