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Use the main dashboard

Overview

Once you logged in, the home page is a dashboard which shows all defined projects and corpora.

On the first access, or if you delete all your items, the dashboard is empty. Add your corpora and projects to start managing them.

To go to the dashboard from wherever you are:

  • When the main menu is displayed on the left, select Dashboard .

Or:

  • When the main menu is not displayed, select the expert.ai icon at the top left.

In the main dashboard you can:

When populated, the dashboard is divided into several areas:

  • A: Last opened by you
  • B: Workspace info
  • C: Create item
  • D: Last experiments
  • E: Last edited by other users
  • F: Last activities
  • G: Filterable list of projects and corpora.
  • H: Main menu.

To filter all the items of the same kind (projects or corpora) or to switch to the Workflow part, select the related icon in the main menu.

Open a project

It is possible to open a project from the Last opened by you, the Last experiments, the Last edited by other users panels and the filterable list of items:

  • Double-click the project card or row.

Or:

  • Select the project name.

Search for a project or a corpus

To search for a project or a corpus, enter the search criteria in the search bar. Select the project or the corpora to open it.

Last opened by you

The Last opened by you panel shows the recently opened projects.

Note

The sharing icon means that the project is shared with other users.

The padlock icon means that the project has the resources locked because it is an imported CPK.

Workspace info

The Workspace info panel summarizes in a pie chart all your projects and corpora. Each color is associated to a project type.

Create item

The Create item panel allows you to:

Last experiments

The Last experiments panel shows the details of the latest experiments in your projects:

  • The project name.
  • If any:
    • The sharing icon . Hover over it to see the users who are sharing the project.
    • The padlock icon . It means that the project is read only and has the resources locked.
  • The green dot indicating that no analysis or loading operations are in progress.
  • Last edit and author.
  • The technology version .
  • The number of Resources .
  • The number of Documents and, if any, the number of Libraries (in parenthesis).
  • The Language or the Languages .
  • The model Type.
  • The metrics policy.
  • The match strategy (for Extraction projects only).
  • The Last experiment type and related info .
  • Precision, Recall, F- measure percentages.
  • The Library documents
  • The Extractions (referring to the number of extractions in the documents).
  • The Annotations (referring to the number of annotations).
  • The number of Validated documents .

Last edited by other users

The Last edited by other users panel shows the projects edited by other users you share projects with.

Information displayed in the card:

  • The project name and, if any, the sharing icon and the padlock icon .
  • The green dot indicating that no analysis or loading operations are in progress.
  • Last edit and author.
  • The technology version .
  • The number of Documents and, if any, the number of Libraries (in parenthesis).
  • The Language or the Languages .

Last activities

The Last activities panel shows notifications about projects activities. Some activities can be selected to view the place where they occurred.

Filterable list of items

The filterable list of items lists the corpora and the projects you and other users are working on.

There are two different views for this list:

  • Card view
  • Table view

Select Show card view to show your items in form of cards.

Select Show table view to show your items in form of a table.

For each project, the information displayed is similar to the Last experiments panel.

For corpora, the same information of the Corpus info panel is displayed. When in card view, select Share to share corpora with other users.

To sort your documents when in card view, select one of the available options from the drop-down menu. When in table view, you can sort your documents by selecting the desired column header.

You can filter the projects list by selecting one of the following selectors, when in table view:

  • All items
  • Your items
  • Private items
  • Shared with you
  • All tech versions

Items additional information and operations

By selecting a project, the following sub-panels are displayed:

  • Project info
  • Last experiment
  • Coverage

By selecting a corpus, the following sub-panels are displayed:

  • Corpus info
  • Coverage

Project info

In the Project info sub-panel it is possible to:

  • Delete a project.
  • Change the project settings and sharing.
  • Export the project (except for corpora).

Deleting a project

To delete a project, select Delete .

Note

A project can only be deleted by the owner.

Change the project settings

To change the settings of categorization, extraction and thesaurus projects and corpora, select Edit .

Change the project sharing

To change the project sharing, select Sharing .

Export the project

To export categorization, extraction and thesaurus projects, select Export

The Project info sub-panel contains also information about the selected project:

  • The project name.
  • The sharing icon if the project is shared with other users.
  • Time and author of the last edit.
  • The technology version .
  • The number of Resources .
  • The number of Documents and, if any, the number of Libraries (in parenthesis).
  • The project Language or Languages .
  • The green dot indicating that no analysis or loading operations are in progress.
  • The project description.
  • The project owner (on the left) and the users who have the project sharing permission.

Last experiment

This sub-panel shows the last experiment details:

  • The experiment name.
  • The time and author of the experiment
  • The model type.
  • The experiment model.
  • The test and training libraries names.
  • The match strategy (for extraction projects only).
  • The metrics policy.
  • The metrics with their percentages.

Coverage

The Coverage sub-panel shows in detail, depending on the experiment model:

  • The total number of classes, categories or concepts.
  • The number of extracted and annotated classes, categories or concepts with their percentages.
  • A diagram showing the number and percentage of the:
    • Extracted documents
    • Annotated documents
    • Validated documents

Corpus info

The Corpus info sub-panel contains information about the selected corpus:

  • The corpus name.
  • The sharing icon if the corpus is shared with other users.
  • Date and author of the last edit.
  • The corpus description.
  • The technology version .
  • The number of Documents .
  • The Language or Languages .
  • The green dot indicating that no analysis or loading operations are in progress.
  • The owner of the project (on the left) and the users who have the project sharing permission.

Coverage

In case of a corpus, it is displayed a pie chart with the topics listed below with their percentages. Hover over each slice of the chart to know the number of documents.

Filter dashboard

You can filter your dashboard according to the project type by selecting one of the buttons below the Dashboard one:

  • Categorization
  • Extraction
  • Thesaurus
  • Corpora

You will always see the same panels described above plus a new one, called Last edited project, showing information about the project in focus you edited.

To open a project from the Last edited project panel:

  • Double-click the panel.

Or:

  • Select the project name.

Common information

The same information among the panels of each project type is:

  • The project name.
  • The sharing icon if the project is shared with other users.
  • The padlock icon in case of imported CPKs with locked resources.
  • The number of Resources (not available in corpora).
  • The number of Documents .
  • The project Language(s) .
  • The technology version .
  • The last action —with date and time—performed on the project (not available in corpora).
  • The project members (the owner on the left).
  • The Last experiment sub-panel already described above (not available in corpora).
  • The Library overview (not available in corpora) containing:
    • The library name.
    • The library type.
    • The number of documents.
    • The number of experiments performed.

Different information

  • The Top categories sub-panel for categorization projects, showing the most frequent categories.
  • The Top extractions sub-panel for extraction and thesaurus projects, containing the quantity of extractions for each field and concept.
  • The Main topics sub-panel for corpora.
  • The Most relevant terms sub-panel for corpora.

Note

To switch between sub-panels, use the right and left arrows.