Filter, search, and browse documents

Filter documents based on annotations, extractions and validations

To filter a list of documents based on the presence or absence of annotations of certain classes of information:

1. Select Filters .

2. In the Filter documents window, Resources tab:

   • Click Documents with annotations to select the annotation as positive filter, that means annotated documents.

   Or:

   • Double-click Documents with annotations to select the annotation as negative filter, that means not annotated documents.

3. Select Filter documents.

The central panel, if in list view, or the left panel, if in detail view, displays the filtered documents list.

To reset filters, select Reset .

To turn the filter off:

• Double-click Documents with annotations or click Documents with annotations.

Or:

• Select the X beside the ANN chip.

If you turn off or reset your filters in the Filter documents dialog, then select Filter documents to apply changes.

Note

The procedure is similar to filter extractions, validations and annotations, but you have to select accordingly Documents with extractions and/or Validated documents and/or Documents with annotations.

Example

If you want to filter documents:

• With validations and extractions.

But:

• Not with annotations.

In Filter documents, Resources panel:

1. Click Validated documents.
2. Click Documents with extractions.
3. Double-click Documents with annotations.

4. Select Filter documents.

   

The central panel, if in list view, or the left panel, if in detail view, displays the filtered documents list.

To remove the filter:

• Deselect all selected items.

Or:

• Select Reset .

If you turn off or reset your filters in the Filter documents dialog, then select Filter documents to apply changes.

Filter by document name

To filter documents based on file name, in the list view, enter the file name or part of it (at least 3 chars) in the search box above the list of documents and press Enter. Only documents whose file name contains the specified string will be displayed.
To cancel the filter, select at the right of the search bar.

Filter by specific extraction and/or annotation class

It is possible to filter the documents that contain specific extractions or annotations classes:

1. Select Filters .

2. In the Filter documents window, Resources tab:

   • Click Extractions and/or Annotations related to a specific class to select it as positive filter.

   • Double-click Extractions and/or Annotations related to a specific class to select it as negative filter.

   • Double-click or click to turn the filter off.

   Example

   If you want to filter documents that contain:

   • Quantity as extracted class.
   • Cooking time as annotated class.

   But:

   • Not Cooking time as extracted class.

   In the Classes area:

   1. Click Extractions related to Quantity.
   2. Click Extractions related to Cooking time.
   3. Double-click Annotations related to Cooking time.

   

3. Select Filter documents.

The central panel, if in list view, or the left panel, if in detail view, displays the filtered documents list.

To remove the filter:

• Deselect all selected items.

Or:

• Select Reset .

Note

If you turn off or reset your filters in the Filter documents dialog, then select Filter documents to apply changes.

Selections are made of as many elements of the search criteria where they can be edited as described in the article about corpus documents' search.

Filter by entity type

1. Select Filters .

2. In the Filter documents window, Entities tab:

   • Click the entity of interest to select it as positive filter.
   • Double-click the entity of interest to select it as negative filter.
   • Double-click or click to turn the filter off.

3. Select Filter documents.

The central panel, if in list view, or the left panel, if in detail view, displays the filtered documents list.

To remove the filter:

• Deselect all selected items.

Or:

• Select Reset .

Note

If you turn off or reset your filters in the Filter documents dialog, then select Filter documents to apply changes.

Filter by entity value

• In the list view:

  • Using the Entities tab:

    1. In the left panel, select the Entities tab.
    2. Select an entity type.
    3. Double-click an entity.
    4. Repeat from step b or c to add more entities.

  • Using the MOST RELEVANT TERMS bar:

    1. Double-click an entity.
    2. Repeat to add more entities.

• In the detail view:

  1. In the right panel, select the Entities tab.
  2. Double-click an entity.
  3. Repeat from step b to add more entities.

To remove the filter:

• Deselect all selected items.

Or:

• Select at the right of the search bar.

Double-click selections are made of as many elements of the search criteria shown in the search box where they can be edited as described in the article about search.

Filter by token value

• In the list view:

  1. In the left panel, select the Tokens tab.
  2. Select a token type.
  3. Double-click a token value.
  4. Repeat from step b to add more tokens.

• In the detail view:

  1. In the right panel, select the Tokens tab.
  2. Expand a token type.
  3. Double-click a token.
  4. Repeat from step b or c to add more tokens.

  Or:

  • To filter on a main topic, double-click one of the topics displayed in the Main topics strip above the text of the document.

To remove the filter:

• Deselect all selected items.

Or:

• Select at the right of the search bar.

Double-click selections are made of as many elements of the search criteria shown in the search box where they can be edited as described in the article about search.

Filter by class value

• In the list view:

  1. In the left panel, select the Classes tab.

  2. Expand a class type. The Annotations or Extractions panels will appear, if you want respectively an annotated or an extracted class value.

     Note

     Select Open or Close to expand and collapse the panels.

  3. Double-click a class value.

  4. Repeat from step b to add more class values.

• In the detail view:

  1. In the right panel, select the Classes tab.
  2. Double-click a class value.
  3. Repeat from step b or c to add more class values.

  Or:

  • To filter on a main topic, double-click one of the topics displayed in the Main topics strip above the text of the document.

To remove the filter:

• Deselect all selected items.

Or:

• Select at the right of the search bar.

Double-click selections are made of as many elements of the search criteria shown in the search box where they can be edited as described in the article about search.

Note

This type of filter is available if you have annotated your texts.

"In list" Vs. "Not in list"

When applying filters or performing searches when in detail view, documents are marked by two different icons:

• Document in list
• Document not in list

Search documents

To carry out a search, proceed exactly as in the case of a search in a corpus, then refer to the article in which it is described.

Browse documents

In detail view it is possible to browse documents by using Next document and Previous document .