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Jun 25, 2026

Source Triage (Research OS)

Source Triage gives you a single board over all the sources gathered for a research project, so you can decide what each one is worth and record - honestly - how far you have read it.

The board pulls together both kinds of project source:

  • Bibliography entries - references in any bibliography attached to the project.
  • Collection items - catalogue records and other items in the project's evidence collections.

Open it from a project at Research > (your project) > Source Triage, or directly at /research/projects/{projectId}/triage.

Triage categories

Give each source a category so you can see at a glance how it fits your project:

  • Essential - core to the argument.
  • Useful - helpful supporting material.
  • Background - context, not directly cited.
  • Contested - reliability or interpretation is in dispute.
  • Weak - thin, low-quality, or marginal.
  • Duplicate - repeats another source.
  • Excluded - deliberately set aside.
  • Read later - parked for a later pass.
  • Method source - informs your method.
  • Theory source - informs your theoretical framing.
  • Evidence source - primary evidence.

You can change a source's category at any time, and filter the board by category.

Honest read-status

Read-status records how far you have actually read a source. The system never marks anything as read for you - opening a record, generating an AI preview, or anything else leaves the status exactly where you set it.

  • Unread - you have not read it yet.
  • Previewed - you have only glanced at it (for example via the AI preview).
  • Skimmed - you have skimmed it.
  • Read - you have read it properly.
  • Deeply read - you have studied it closely.

Filter the board by read-status to find, for example, every Essential source you have not yet read.

Notes

Each source has a free-text notes field for your own triage notes - why it matters, what to check, page references, and so on.

Optional AI preview

You can ask the system to generate a short structured preview of a source from its metadata (summary, likely relevance, caveats). This is optional - the board works fully without it.

Every AI preview is shown under the label "AI preview - not human verified". Treat it as a starting point only: confirm anything before relying on it, and remember it does not count as reading - your read-status stays whatever you set by hand.

AI previews run through the AHG AI gateway. If the AI service is unavailable, the rest of the board keeps working normally.