Filter, search, and browse documents

Overview

Filtering documents in a categorization project—in list and detail view—is a very useful feature, because it allows you to focus on a restricted set of texts to be analyzed.

You can also apply filters from the Analytics of your project.

Not only is it possible to filter documents by various items, such as categories, annotations, entities and tokens, but also to directly search for them in the search bar.

Filter by Annotation

Filter the annotated or non-annotated documents

To filter your documents based on the presence or absence of annotations, see the dedicated page to check how to apply and remove filters. Once you open the Filter documents window, select the Resources tab and the Documents with annotations filter option.

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

Filter documents by the annotation in the list view

To filter documents with a specific annotation:

Hover over the annotation of interest in the Taxonomy panel to the right side.
Select Search annotation ; the central panel displays the filtered document list.

Example

If you select politics in the Taxonomy panel, the documents annotated with this category are shown in the central panel and the annotation chip is displayed in the search bar as filtering item notification.

Or:

Double-click the annotations value of your interest in Annotation sub-panel to the left side; the central panel displays the filtered document list..

Example

If you double-click politics and economy in the Annotations sub-panel, the documents annotated with this category are shown in the central panel and the annotation chips are displayed in the search bar as filtering item notification.

Filter documents by the annotation in the detail view

To filter documents with a specific annotation:

Hover over the annotation of interest in the Taxonomy panel to the right side.
Select Search annotation ; the central panel displays the filtered document list.

Filter by Categories

It is possible to find the categorized documents after at least an experiment on a project.

Filter the categorized documents

To filter your documents based on the presence or absence of categories, see the dedicated page to check how to apply and remove filters. Once you open the Filter documents window, select the Resources tab and the Documents with categories filter option.

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

Filter documents by the category in the list view

To filter documents with a specific category:

Hover over the annotation of interest in the Taxonomy panel to the right side.
Select Search annotation ; the central panel displays the filtered document list.

Or:

Double-click the category value of your interest in Category sub-panel to the left side; the central panel displays the filtered document list.

Filter documents by the category in the detail view

To filter documents with a specific category:

Hover over the annotation of interest in the Taxonomy panel to the right side.
Select Search annotation ; the central panel displays the filtered document list.

Filter by Entities

Filter documents by specific entities

To filter your documents based on the presence or absence of specific entities, see the dedicated page to check how to apply and remove filters. Once you open the Filter documents window, select the Entities tab and the entities of your interest.

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

Filter documents by specific entity values in list view

If you want to filter the documents that contain specific entity values:

In the left panel, select the Entities tab.
Expand the entity of interest, then double-click the occurrence.

The central panel displays the filtered document list.

Example

If you want to select the documents containing United States, which is a geographic entity, in the Entities tab, expand Geography , then double-click United States.

The documents that contain this entity value are shown in the central panel and the related chip is inserted in the search bar as filtering item notification.

Filter documents by specific entity values in detail view

If you want to filter the documents that contain a specific entity value:

In the right panel, select the Entities tab.
Expand the token type, then double-click the occurrence of interest. The occurrences are set as search criteria in the Search bar.

The document list in the left panel is updated accordingly.

Filter by tokens

Filter documents by specific token values in the list view

If you want to filter the documents that contain a specific token value:

In the left panel, select the Tokens tab.
Expand the token type, then double-click the occurrence of interest.

The central panel displays the filtered document list.

Example

If you want to select the documents related to sport, in the Tokens tab, expand Main Topics , then double-click sport.

The documents related to this topic are shown in the central panel and the related chip is inserted in the search bar as filtering item notification.

Filter documents by specific token values in the detail view

If you want to filter the documents that contain a specific token value:

In the right panel, select the Tokens tab.
Expand the token type, then double-click the occurrence of interest. The occurrences are set as search criteria in the Search bar.

The document list in the left panel is updated accordingly.

Filtering by items combination

It is possible to filter documents combining entities and tokens.

Filter by validated documents

To filter your documents based on the presence or absence of document validations, see the dedicated page to check how to apply and remove filters. Once you open the Filter documents window, select the Resources tab and the Validated documents filter option.

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

Filter by suggestions

You can apply this filter only for a taxonomy created with the Building magic taxonomy procedure which suggests categories for documents.

To filter your documents based on the presence or absence of automatic suggestions, see the dedicated page to check how to apply and remove filters. Once you open the Filter documents window, select the Resources tab and the Documents with suggestions filter option.

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

Search multiple categories extractions

To search multiple category extractions:

Select the concepts using CTRL+CLICK in the Resources panel of the Resources tab.
Select ; the search criteria is displayed in the search bar and the resulting documents are filtered and displayed in the Documents tab.

Info

It is possible to change search criteria directly in the search bar as described in Search.

In list vs. not in list

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