Manage resources

Introduction

You perform all the main tasks of taxonomy management in the Resources tab of the project dashboard, but some taxonomy related operations are available also in the Documents tab.
Use the main toolbar of the dashboard to select the tab.

In the Resources tab

Add a narrower category

To add a narrower category, which is a child node in the taxonomy tree:

1. In the Resources panel, select the category of interest and select Create category .
2. In the New category window, confirm Broader category, which is the father node.
3. Enter the category name in Category and then press Enter to confirm and add the possible next ones.
4. Select Create.

Or:

1. In the Resources panel, hover over the category of interest and select Create category .
2. In the New category window, confirm Broader category, which is the father node.
3. Enter the category name in Category and then press Enter to confirm and add the possible next ones.
4. Select Create.

Or:

1. In the Resources panel, select the category of interest.
2. In the Edit Category panel, select + Add narrower category.
3. Enter the category name and then press Enter.

Or:

1. In the Resources panel, select the category of interest.
2. In the Resources panel, select Create category in the upper bar.
3. In the New category window, select the Broader category, enter the category name in Category and then press Enter to confirm and add the possible next ones.
4. Select Create.

Or:

• Drag a category under a node.

  Note

  All its sub-categories are moved too.

Add a broader category

To add a broader category, which is a father node in the taxonomy tree:

1. In the Resources panel, select the category of interest.
2. In the Edit Category panel, under BROADER CATEGORY, enter the new category name in Add a broader category..., then press Enter.
3. In the New category window, select Create.

Or:

1. In the Resources panel, select Create category in the upper right corner.
2. In the New category window, select No broader.
3. Enter the category name in Category, then press Enter to add the possible next ones.
4. Select Create.

Expand - Collapse the nodes

If a category has narrower categories, it is possible to expand and collapse the nodes:

• Click the expanding icon placed to the left of the category name to expand it.
• Click the collapsing icon placed to the left of the category name to collapse it.

Or:

• Select the category and click Expand node or Collapse node placed to the right of the category name.

Or:

• Hover over the category and click Expand node or Collapse node placed to the right of the category name.

Move a category

To move a category, select a category, then drag it into the new position.

Note

To turn a narrowerer category into a broader category, select the narrowerer category, then drag it into the Taxonomy panel on the left.

Delete a category or multiple categories

To delete a category:

1. Select a category, then select Delete category .
2. In the Delete category alert, select Delete to confirm.

Or:

1. Hover over a category, then select Delete category .
2. In the Delete category alert, select Delete to confirm.

Or:

1. Select a category, then select Delete category in the Edit Category panel.
2. In the Delete category alert, select Delete to confirm.

Or:

1. Select a broader category from the Resources panel.
2. In the Edit Category panel, under NARROWER CATEGORY, hover over a category and select Delete .

Or, to delete the relation between a broader and a narrowerer category:

1. Select a narrowerer category from the Resources panel.
2. In the Edit Category panel, under BROADER CATEGORY, hover over the category and select Delete .

To delete multiple categories:

1. Select the categories using Ctrl+Click or Shift+Click.
2. Select .
3. Select Delete to confirm.

Note

If you delete a category, all the children nodes are also removed.

Search for a category in the taxonomy tree

To search for a category in the taxonomy tree, in the Resources panel, enter the category name (minimum three chars) in the search bar, then press Enter.

To reset your search for a new one, select at the right of the search bar.

Modify the category name

To modify the category name, in the Edit Category panel, enter the new category name under LABEL, then press Enter.

Modify the category description

To modify the category description, in the Edit Category panel, enter the new description under DESCRIPTION.

Show the category in resources

To show a narrower category in focus:

• Select it from the Resources panel.

Or:

1. Select a broader category from the Resources panel.
2. In the Edit Category panel, under NARROWERER CATEGORY, hover over the category and select Show resources .

To show a broader category in focus:

• Select it from the Resources panel.

Or:

1. Select a narrower category from the Resources panel.
2. In the Edit Category panel, under BROADER CATEGORY, hover over the category and select Show resources .

Check the number of annotated documents

The number to the right of the category is the number of documents in which the category has been annotated as the expected result.

The colored dot beside the number is:

• red if there are less than six documents in which the category has been annotated.
• yellow if there are between six and 20 documents in which the category has been annotated.

There is no colored dot if there are more than 20 documents in which the category has been annotated.

Export the taxonomy

To export the taxonomy:

1. In the Resources panel, select Export Taxonomy .
2. In the Export resources window, enter the filename or confirm the suggested one and confirm the extension in Extension.
3. Select Export and the XML/RDF file will be available for the download.
4. Select Download either in the dialog or in the notification in the lower right corner.

Browse the library

To browse the library filtered on the current category, select Browse library .

Note

The documents of the current category are displayed in the Documents tab if they are categorized.

Exclude or include a category from the analysis in the experiments

Some categories or documents may have more or less relevance in the training, so to set a better strategy you can exclude or include them in the experiments.

To include/exclude a single category:

• Switch the Category extraction radio-button to exclude or include a category.

Or:

1. In the Resources panel, search for a category in the search bar.

2. Select the ellipsis , then select:

   • Enable filtered categories

   Or:

   • Disable filtered categories

Or, to include/exclude all categories:

• In the Resources panel, select the ellipsis , then select:

  • Enable all categories

  Or:

  • Disable all categories

Note

If the category has sub-nodes, a notification alerts you if you want to exclude/include them also.

Excluded categories are shown struck through in the taxonomy tree.

.

Show suggested annotations documents

This option is available only for the taxonomy created with the Building magic Taxonomy procedure.

To show suggested annotations documents:

1. Select the category in the Resources panel.
2. In the Edit Category panel, select Show suggested documents .

The resulting documents are displayed in the Suggested Annotations Documents panel on the right.

• To collapse the panel, select Collapse .
• To expand the collapsed panel, select Expand .
• To close the panel, select Show suggested documents .
• To sort the documents based on language and other options like relevance, name, annotations or categories, select the item in the related drop-down menus.
• To filter the documents by document name, enter the search criteria (min. three chars) in the search bar then press Enter.
• To reset the search criteria, select the X button on the right of the search bar.

• To open the document in detail view:

  • Double-click the document.

  Or:

  • Select the document name.

• To show more content of a document, select show more.

Show the category IDs

To check the category ID:

• See Category ID in the Edit Category panel.

To show all the IDs beside the category label in the taxonomy:

• Select Project settings > Resources, then category label + ID and Save to confirm.

Note

The category IDs are automatically assigned and they are not editable.

Create sections

Some types of documents have a structure consisting of multiple sections. For example email messages have:

• Subject
• Body
• Sender
• "To" recipients
• "CC" recipients
• Attachments

Note

For more information about sections, see the dedicated page.

To define your own sections in Platform, select Toggle sections .

The Sections tab will appear on the right side of the page. To create a new section:

1. Select Create section .

2. In the dialog, type a name and select Create or press Enter.

   Note

   Only capital letters and underscores are allowed for section names.

The first section is marked as Standard section, which is the default section where all text—not annotated as part of other sections— is included.

To change the standard section, select the star inside the section box.

Each section is associated to a color visible during the annotation phase to highlight the associated text. To change the section color, select the color box, then choose one from the color picker.

To delete a section, select it, then select Delete section . Multiple selection is not allowed.

You can't edit a section name. For a similar action, you must:

1. Delete the section.
2. Create a new one.

In the Documents tab

The operations described below can be performed in the Documents tab of the project dashboard.

Add new categories based on entities and tokens

It is possible to add new categories to the taxonomy using named entities or tokens found by NLU analysis.

1. Select the Entities or Tokens tab (the tabs are in the left panel when in list view or in right panel when in detail view).
2. If in list view, expand an entity or a token type.
3. Select or hover over the item you want to use as the name of a new category.
4. Select Add new category .
5. Confirm No Broader in Broader category to create a top level category in the category tree or type the name of the parent category.
6. Select Create.

Add new categories by selecting portions of text

You can add a new category to the taxonomy using a portion of the text of a document as the category name.

1. Switch to the detail view:

2. Select a portion of text, a widget is displayed.

   .

3. Select Create category.

4. Confirm No Broader in Broader category to create a top level category in the category tree or type the name of the parent category.
5. Select Create.