med-screening-standards

name: med-screening-standards description: 筛选标准文件管理与规则建议流程技能。Use when managing screening_standards.md/docx lifecycle, processing rule suggestions, syncing docx markup, or parsing screening standards into structured rules.

med-screening-standards

1. File hierarchy (in reviewRoot, default research_os/文献评价):

• screening_standards.md — the ONLY long-lived preference source (plain text, no markup)
• screening_standards.docx — human revision display version (red additions / blue strikethrough)
• screening_standards.backup.docx — at most one backup, overwritten on each run
• .screening_standards.last_synced.md — snapshot at last sync for change detection
• standards_rule_suggestions_log.json — persistent log of all rule suggestions

2. screening_standards.md structure:

• Title / preamble: configured scope definition
• ## 优先关注 — positive preferences (upgrade signals)
• ## 降权 — negative preferences (downgrade signals)
• ## 严格排除 — hard exclude rules
• ## 不确定 — uncertain boundaries
• ## 注意事项 — caveats

3. Docx sync (syncScreeningStandardsDocx):

• Rebuilds docx from scratch on each run
• Current additions displayed in red text
• Current deletions displayed in blue strikethrough
• Before overwriting, create backup as screening_standards.backup.docx (overwrite previous backup)
• Preserve unknown user content in visible "用户保留内容 / Preserved User Content" section
• Pass suggestionsLogPath so latest suggestions appear in docx table immediately

4. Change detection:

• Compare current md with .screening_standards.last_synced.md
• Generate change markup: additions count, deletions count
• Write audit fields: screening_standards_change_markup_applied, screening_standards_additions_count, screening_standards_deletions_count

5. Rule suggestion workflow:

• Trigger: feedback evidence_count >= 2 OR explicit human evaluation text
• Types: hard_exclude, positive_preference, negative_preference
• hard_exclude suggestions default to requires_manual_review=true
• Status handling in "待确认规则建议" table:
  • pending / 待定: no effect on md, no classifyItem impact
  • accept / 接受: write suggested rule to md formal rules section
  • reject / 拒绝: no md write; record rejected to prevent duplicate suggestions
  • revise / 修改: write revised rule to md; if empty, warn and skip
  • Unknown non-empty status: warn, skip, do not treat as pending
• Pending suggestions (including pending hard_exclude) must NOT affect classifyItem
• Only accepted/revised suggestions synced to md affect classification
• Suggestions must be deduplicated against existing md rules and existing docx suggestions

6. Consumable workspaces:

• The "评价" (evaluation) area in docx is a consumable workspace: after processing, clear evaluation text
• The "待确认规则建议" (Pending Rule Suggestions) table is consumable: after processing, keep only unresolved pending suggestions
• Suggestions with status accepted/rejected/revise or with processed_at must not be written back into next docx round

7. Parse function (parseScreeningStandards):

• Reads md content and returns structured object:
  • topic_definition: preamble text
  • hard_excludes: array of {rule, keywords, section}
  • positive_preferences: array of {rule, keywords, section}
  • negative_preferences: array of {rule, keywords, section}
  • grade_rules: {exclude_rules, downgrade_rules, priority_rules}
  • warnings: from uncertain section
  • caveats: from caveats section
• Implementation: workflow_classifier.mjs → parseScreeningStandards() and loadScreeningStandards()

8. Normalization on load:

• Before using standards file, normalize previous display markup: red additions become plain text; blue strikethrough deletions are removed
• If file missing, initialize with Chinese baseline standard and continue

9. Guardrails:

• Never fabricate rules without evidence (evidence_count >= 2 or explicit human text)
• Never overwrite real screening_standards.docx in tests; use temp files
• Do not write unbounded timestamped backups; at most one fixed backup file
• screening_standards.md is the only source of truth; docx is a display artifact