Overview
...
Overview
The Doc Viewer widget has two components:
- A viewer for documents loaded from the current query
- A workspace "manager" for saving curated documents by hand or from an automated query
The following 2 sections briefly describe these functions
Document viewer
...
| Table of Contents |
|---|
Using the Viewer
Overview
You can use the Document Viewer widget to view individual documents and their metadata, ranked by score or date, together with their entities, geotags, and associations.
...
This is useful for analyzing specific documents once filtering or querying has reduced the dataset to manageable size.
Definitions:
Result Ranking: Ascending or descending by significance score, date, or title
Selected Doc Options
Unselect All - Deselects all selected documents
Select All Visible - Select all documents visible on the left side of Doc Viewer window
Filter Out Selected - Discards checked documents from results list AND other visualization widgets
Filter Out Unselected - Discards all unchecked docs, displays only checked document (all widgets)
Show Only: Allows user to drill down on specific entity or document title
This text takes a regular expression - in addition, starting the string with "-" makes it a negative selector
Relevance: Calculation of entity’s linguistic importance in document
Frequency: # of times an entity appears in the selected document
Sentiment: Optional sentiment score provided by enrichment engine or third party
BenefitsUsing this widget has several key benefits:
Provides an “initial read” of document
Entity breakdowns w/ relevance/significance score
...
| Info |
|---|
Does not display full-text articles, however, provides links to the original source as well as a link to the document metadata. |
Dragging and
...
Dropping
The 
icon can be used to drag selected (checked) documents in documents, entities and associations to the Case Visualizer.
The following entities will be linked:
- Checked associations in the entity table
- Entities from checked associations in the association table
- Target entities, or entities already present in the case visualizer
The "Apply Text Filter To All Selected Docs" can be used to select entities across many documents (eg all "Person" entity types) before dragging multiple documents across.If multiple entities are dragged and dropped together, all entities will be linked by coreference.
Dragging and Dropping Documents
An entire document (all corresponding entities, geotags, associations) can be dragged into the Case Visualizer.
To drag and drop the ddocument
- Selecting the document
- Dragging the icon from the widget toolbar and drop it onto the case Visualizer.
| Info |
|---|
This is not recommended for documents with large amounts of entities or associations |
Dragging and Dropping Entities and Associations
The entity table or association tables can also be dragged into the Case Visualizer. This will create nodes and edges for all checked entities and associations
Extra hops
From the widget "extra options" (gear icon), it is possible to set the document viewer to grab "2-hop" and "3-hop" queries. This means that after performing the additional query:
- (2-hops) a secondary query is performed to retrieve documents not matching the original query but containing one or more entities from the original query
- (3-hops) a third query not matching either the original query, or the "2-hop" query, but containing one or more entities from the "2-hop" query
This capability can slow the system down a fair bit, so should be used with caution.
Workspaces
The latest (Sep 2014+) version of the doc viewer has 2 tabs in the left pane:
The left tab, provides the workspace view:
The options ("sub-tabs") underneath that tab are:
...
.
Entities dragged from a document will contain a link to that document in the node properties
To drag and drop the entity or association
Selecting Entities Across Multiple Documents:
The "Apply Text Filter To All Selected Docs" can be used to select entities across many documents (eg all "Person" entity types) before dragging multiple documents across.
Filtering the Workspace
To filter the workspace
- Select an entity from one of the document data tables,
- mouse over the
icon at the top left of the section header
- Select 'Filter Selected Items' from the list.
Removing a Filter
To remove a filter, click the button located just below the query bar. This will revert the workspace back to the original query results.
Using the Workspace
About Buckets and Queues
You can use buckets and Queues to help group and manage your documents. Buckets can be used to group manually selected documents together, similar to a standard folder system. A queue is away of segmenting documents by query term in an automated fashion. When creating a queue, the system takes the given query term as the basis of a periodic job that will run to group documents resulting from that query. New documents can also optionally generate alerts.
To create a bucket or queue, simply type a new name in the text box of the appropriate sub-tab (it will auto complete against existing buckets/queues), and press "New".
| Info |
|---|
Buckets and queues are both stored as Infinit.e shares and can be managed from the 5. File Uploader webapp: Using the File Uploader, the following is possible.
|
| Info |
|---|
(by By default when a queue/bucket is created it exists in the user's community so and is not visible to anyone else) |
Documents can be added to buckets (or removed from buckets or queues) using the two buttons at the bottom of the document view (right hand) pane.
For queues there are additional options:
...
to any other users. |
Creating a Bucket
You can create a bucket to manage your documents
To create a bucket
- From the Doc Viewer widget, click on Workspace.
- Click on Buckets.
- Provide a name for the bucket.
- Click on New.
A new bucket is created.
Adding Documents to a Bucket
After a bucket is created you can add documents to it.
To add a document to a bucket
- From the Doc. Viwer, select a document
- from the rightmost panel, click the button Add to bucket.
- Select the appropriate bucket from the dropdown.
The document is added to the bucket.
Removing a Document from a Bucket
todo
Creating a Queue
To create a Queue
- Firstly query the Infinit.e system so that the appropriate results (documents) are returned
- From the Doc Viewer widget, click on Workspace.
- Click on Queues.
- Provide a name for the queue.
- Click on New.
- From the dropdown select "Unshared (update to current)"
...
- Click on Save.
Scheduling
The schedule will determine how often the query is run
...
Workspace Filtering
Doc Viewer: Select an entity from one of the document data tables, mouse over the icon at the top left of the section header and select 'Filter Selected Items' from the list.
To remove a filter, click the button located just below the query bar, this will revert the workspace back to the original query results.
Dragging to the case visualizer
Doc Viewer to Case Visualizer
...
*Note: this is not recommended for documents with large amounts of entities or associations
...
.
To set a schedule
- Set frequency and time using the drop down menues.
- Click on Save.
Alerting
Alerting will determine the email addresses to notify when a query is updated with new documets
Top set the alerting
- Click on the "@" sign
- Specify the email address
- Click on Add Me.
- Click on Save.