How to configure a Citeline Trials Feed

Last updated on April 21, 2025

Introduction

The Citeline feeds provide comprehensive real-time R&D intelligence to the Life Sciences industry, including expert insights on key diseases, clinical trials, drug R&D and approvals, market forecasts, and more.

The Citeline Feed Connection provides four products: 

• Citeline Sitetrove
• Citeline Drugs
• Citeline Trials 
• Citeline Insights

To use this service, your organization needs a Citeline subscription. 

Your organization can enable the Citeline connector on its own, or InfoDesk can assist with activation using the credentials provided by Citeline.

Depending on your subscription, you will have access to one or more Citeline products.

Contact your InfoDesk Account Manager for more information and assistance. 

 

How to Configure a Citeline Trials Feed 

Citeline Trials provides trial intelligence, curating data from over 60,000 sources on trial benchmarks and metrics, enrollment and study timelines, patient populations, endpoints, outcomes, geographic distribution, and more.

To connect a Citeline Trials feed to your Inbox, follow these steps: 

1. Navigate to Inboxes and open your Inbox. Select InfoLab from the More menu on the far right in the top menu of the inbox.  
   
   
2. Click the New Feed button and select the Citeline feed in the drop-down menu. This will open a new form called "New Citeline Feed". 
   
   
3. Alternatively, click the New Feed button on the connectors tile to go to the Preview and Add Filter page, where you can apply filters to select specific content from Citeline.
4. If multiple products are subscribed, click the "New Feed" button on the connectors tile. A popup menu will appear, allowing you to select a product for the connection you intend to create.

   

Preview and filter a Citeline Trials Feed

Use the Filter menu to the left to add filters to your feed. This step is very important to reduce the amount of data and ensure that the information that reaches your inbox is relevant

1. The filter menu offers various search options that can be combined to optimize your search result and filter. These options include a free text search and Citeline Trials specific filters and facets.

   • • To search for specific keywords or phrases, use the search bars under the Text section, which includes Title, and Description.

     • To narrow down the search, use the facets under the Citeline Trials filters along with the AND, OR, and NOT operators to further refine your search. Note that the filters and facets are only enabled when content matches the filters. 
       
       Read more about the filter options under the “Filter Options” section below. More information about combining keywords and creating search strings is available in Help.                                
2. Preview the filter result in the Preview Post list and adjust your filter options until you are satisfied with the outcome.
   
   The chart above the post list displays the number of retrieved posts within the specified Time period, providing an estimate of the amount of information your feed will generate over time. You can change the time period by clicking the Calendar button above the chart.                                                 
   
   Red bars indicate that your feed will generate more information than is allowed in your inbox. Change your filters until the bars are all yellow.
   
   

3. When you are satisfied with your filter, click the Save button to save your new feed. Alternatively, you can click the Next button to proceed to the Settings page.

   • On the Settings page, you can change the name and description of your updated feed and select another target inbox.

   • Optionally: Check the Restricted checkbox to prevent others from updating the feed. When restricted a padlock icon will be shown on the Feed in InfoLab.

   • Press Save to save/update the feed. Your feed is now connected to your inbox and available from the Feed page in InfoLab                                                                                                                     

Filter Options

This section contains information about the Filter options for the Citeline Trials feeds.

The filter menu offers various search options that can be combined to optimize your search results.

These options include free text search, Advanced Query, and Citeline Trials-specific filters. Most of the filters provide predefined facet options that you can select from to specify your filter. Note that filters and facets are only enabled when content matches the filters.

Use the AND, OR, and NOT operators to refine your search further.

• Use the OR operator to include one or the other facet within a filter category. This gives a broad search.
• Use the AND operator to require that both facets are included within a filter category. This narrows the search.
• Use the NOT operator to exclude specified facets within a filter category.

Your search result will be displayed above the bar chart to provide an overview of your chosen filters. With more than four facet buttons, click the Show more button to view all facets.

If the post list view is empty, no content matches your search within the set time period or filters. Change the Time period or adjust the filters and preview the result. The default period is “Past week”.

Advanced Query

The Advanced Query Filter empowers you to craft highly specific search queries and allows you to target your search by entering criteria directly for each supported indexed field. Use the advanced Query to refine your search results and pinpoint the exact information you require.

Using the Advanced Query Filters

Define a field search operation using fieldName:searchExpression syntax. The search expression can be a single word, a phrase, or a more complex expression (in parentheses), optionally with Boolean operators. For example:

• title:(federal NOT local)

The field specified in fieldName:searchExpression must be an indexed field. Click the info button in the Advanced Query filter to view the supported fields.

Text Filter

The Text filter allows for free text searches. You can use a single keyword, combine several keywords, or create a complete search string.

You can choose to search in the Title or Description depending on how wide or narrow you want your filter to be.

Title: Only include content matching your search query in the article title. This is the narrowest text search.

Description: Search in the article Description for a broader search.

Eligibility (Inclusion Criteria): Specify your search criteria based on who is included in the clinical trial studies, for example, women up to 50 years old.

Eligibility (Exclusion Criteria): Specify your search criteria based on who is excluded from the clinical trial studies, for example, pregnant women.

Predefined Filters and facets

The Citeline Trials filter menu includes a range of predefined filter and facet options. Use the filter search bar and then click on the facet buttons to set your filter.

Statuses: Search by clinical trial status or use the predefined facets to filter clinical trials by status. Click on “Show more” to view all the options.

Phases: Search by clinical trial phases or use the predefined facets to filter clinical trials by phase. Click on “Show more” to view all the options.

Countries: Search by country names or use the predefined facets to filter clinical trials by country. Click on “Show more” to view all the options.

Regions: Search by region names or use the predefined facets to filter clinical trials by region. Click on “Show more” to view all the options.

Therapeutic Areas: Search by specific therapeutic area names or use the predefined facets to filter clinical trials by therapeutic area. Click on “Show more” to view all the options.

Sponsors: Search by specific organizations who are sponsoring the clinical trials or use the predefined facets to filter by sponsoring organizations. Click on “Show more” to view all the options.

Drugs: Search by specific drug names or use the predefined facets to filter drug names and synonyms. Click on “Show more” to view all the options.

Best Practices

Text Query

A good start when filtering content is to start with a text query.

You can use one single keyword or several keywords or create a complete search string. You can read more about how to combine keywords and create search strings in Help.

Depending on how wide or narrow you would like your search to be, you can search only the Title or the Description.

Filters and facets

Use predefined filters and facets to specify your search. Use the filters that best match your query. Use the AND, OR, and NOT operators to refine your search.

The list of posts that appears when you add filters allows you to preview the filters before applying them. Review the preview post list to ensure that the posts retrieved by the filter meet your expectations. 

Optionally, use additional filters and facets to refine your search.

Commonly used filters and Recommendations

The Therapy Area and Drugs filters are commonly used filter options, together with the Text filters, and they are a good start for your search. 

Another commonly used filter option is Phases, which allows you to search for a specific phase or the highest clinical study phase.

Start by adding a text query (one or several keywords or a search string) in the Title + Description text bars. 

Optionally, use the possibility to add inclusion and exclusion criteria to specify your text filter further.

Combine your text filters with the Therapy Area and Drug filters. Specify your search by adding the Phases filter.

Alternatively, you can start your search with the Text filters in combination with the Sponsors to filter clinical trials by sponsoring organizations.

You can refine your search by using additional filters and facets, such as the Countries and Region filters, which allow you to drill down on clinical trials by geography. 

Preview the result and optionally use additional filters and facets to refine your search. 

Good to Know

Time Period

When choosing the Time Period for the preview post list, you have the option of selecting from the past 24 hours, past week,  past month, Past three months, past six months. The default time period is the past week.

Max Number of Posts

If your filter retrieves more posts than allowed, the chart bars will turn red, and you will be prompted to adjust your filter.

Note that the maximum number of posts accepted in Inboxes is 100 posts per day.

Categories Displayed on Posts in the Preview Post list

The categories shown on the posts in the preview post list on the Preview and filter page in InfoLab are only used in InfoLab and will not follow the posts to the inboxes.

Text Query Highlights

Words matching the text query keywords are highlighted in the title and article content in the preview post list to assist you in reviewing the articles and their relevance.

Manage Citeline Feeds

You can manage all your feeds from the InfoLab Feeds page.

To manage your feeds, follow these steps:

1. Navigate to the InfoLab Feeds page from the main menu or start from your Inbox and select InfoLab from the More menu.
   
   
2. Use the search bar at the top of the page to find your feed.
   
   
3. Click the Menu button to the far right on the feed row to open the menu.
   
   
4. Select Edit to open the Preview and add Filter page, and edit the feed. In the "Preview and filter" section, you can find more instructions on how to edit a feed.
   
   
5. Select Set Automatic Categorization to tag all posts from this feed automatically. Use the search bar or open the taxonomy to find and select categories. Press Save.
   
   
6. Select Deactivate to pause your feed. A pause button will appear on the feed, and the feed will stop retrieving posts to your inbox. Clicking Activate in the feed menu will reactivate the feed.
   
   
7. To change the inbox where the feed is directed, click on Select Inbox and select another inbox.
   
   
8. Select Delete to delete the feed from InfoLab.