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 the icon beside Documents with annotations until it turns into one of the following forms:

     • to select the annotation as positive filter, that means annotated documents.
     • to select the annotation as negative filter, that means non-annotated documents.
     • means not added in the filter.

3. Select Filter documents.

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

To reset filters, select Reset filters (in both views). To remove the filters, select the X beside the ANN chip to remove (in list view).

Note

The procedure is similar to filter extractions and validations, 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.

   

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

To remove the filter:

• Deselect all selected items (in list view).

Or:

• Select Reset filters (in both views).

Note

You can also remove the filters in the Filter documents window with the procedures above. In this case, 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 the icon beside Extractions and/or Annotations until it turns into one of the following forms:

     • to select the annotation as positive filter, that means annotated documents.
     • to select the annotation as negative filter, that means non-annotated documents.
     • means not added in the filter.

   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 document list.

To remove the filter:

• Deselect all selected items (in list view).

Or:

• Select Reset filters (in both views).

Note

You can also remove the filters in the Filter documents window with the procedures above. In this case, 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 document list.

To remove the filters:

• Deselect all selected items (in list view).

Or:

• Select Reset filters (in both views).

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 in the Annotations or Extractions panel, if you want respectively an annotated or an extracted class value.
  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. Expand a class type.
  3. Double-click a class value.
  4. 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.

Related documents

In detailed view, if a document is related to other, select Related documents to display them in the Related Documents panel.

Select show more to have a preview of a selected document or show less to reduce the view.

To open a document in the list, double-click it.

To change the sort order in the Related Documents panel, select the preferred option from the drop-down menu at the top right.

To show again the original tabs in the right pane, select Value .

"In list" Vs. "Not in list"

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

• Document in list
• Document not in list

Search for documents

To carry out a search, 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 .