Set up a project

A project is a shared space for one research effort. Its library, notes, writings, questions, goals and members stay together.

Write a useful brief

Open Project settings to edit the project description. Say what problem you are studying, the population or field, and what you want to exclude. Distari uses that brief for relevance scores and some Discover suggestions. A change can cause paper scores to update, so treat the brief as part of your research context.

You can also choose a landing view, processing depth, discovery sources, citation defaults and relevance thresholds in settings. Changes to processing depth affect the cost quote for future paper processing.

Keep the project navigable

Use folders for the structure you intend to maintain, such as a theme, method or chapter. One paper can live in more than one folder. Use tags for cross-cutting labels and saved smart folders when you want a filter that updates as the library changes. Organize the library explains the difference.

Set a measurable goal

In Overview, open Progress and create a goal for papers added, papers summarized, papers read by the team or a checklist of milestones. Numeric goals track current papers, so their counts can change when the library changes. A paper marked Skimmed does not count as read. Due dates are optional; unfinished goals become overdue after their due date.

Members can see goals. Editing them requires permission to edit the project. Track progress covers the counts and coverage view.

Share it when ready

Use People to invite collaborators by email or controlled link and choose a role. The role determines who can change the project and its papers. Owners can transfer ownership through a confirmed flow. Work with others has the details.