You're correct for the most part however, there are some exceptions to keep in mind. First of all, yes, the screener must always be set. Whether or not he is required to give any space between his position and the player he is trying to screen depends on whether or not he is within the visual field of the defensive player. If he sets his screen outside the defensive players field of vision then he must give him up to 2 steps to avoid the screen. If he sets up in front of the player where he is seen by the defensive player then, as long as he is there first and is set, the defensive player has the burden to go around the screen.
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