Video tutorial available.
Use the Groups panel on the right sidebar to define a collection of documents (a group) within your dataset. Once a group has been created you can view and search documents in the group. Grouping also provides an easy way to select the same set of documents in later sessions.
Groups enables you to:
The following numbers correspond to those on the Groups image.
There are many ways to create a group:
If Prompt for New Group Options is off, when you create a new group it is given a default title and assigned a group color. You can change the title and color later if you wish by highlighting the group in the list and clicking the Edit button.
You can create a group from documents that are visible in the Document Viewer, i.e., either selected or, if groups are visible, members of highlighted groups. See the Document Viewer for how to do this.
Any nodes you create in Search Networks will automatically be propagated to the Groups Tool as locked groups, where they can be highlighted and their members selected. Such groups can be modified in Search Networks only.
When a dataset is created, IN-SPIRE can create groups for each of the values found in categorical fields in the source documents. This can be a real time-saver if, for example, your fields include "Region," "Country," or other parameters important to your analysis. Instead of your having to define the fields at dataset creation time and then later having to search for the values in them so you can create groups manually, IN-SPIRE can do it for you, automatically. See Formatting Dataset Fields.
When a dataset is created, IN-SPIRE also automatically makes groups from the Themes it finds in it. Themes are terms which frequently occur together. Themes are also locked groups.
In the Groups tool, highlight one or more groups in the list. Documents belonging to the highlighted groups will be represented in the Galaxy in one of three ways:
The number of selected documents within a group is found next to the group title. For example, (0/66) indicates that of the 66 documents in the group, none are selected. By default, this information is visible; to turn it off, deselect Settings> Show Selected in Group Titles. To sort all groups by this number, choose Settings > Sort by Number of Documents or Sort by Number of Selected Documents. Note that these are one-time sorts and will have to be chosen again if the selection or group membership changes.
"Total Docs" (#5 on the Groups panel image, above) is the total number of unique documents in all highlighted groups.
Overlap includes documents that occur in more than one highlighted group; in the Galaxy they are colored cyan. By default any document that appears in more than one of the groups is counted. This behavior can be changed by selecting one of the options buttons Overlap is in > 1 group or Overlap is in all groups from the Settingsmenu.
In the example shown, if three groups have been highlighted, the default option of "…in > 1 group" will show an overlap of 652 documents that are in at least two of the three groups. Changing the setting to "…in all groups" reduces the overlap number to 48 because only 48 documents belong to all three highlighted groups.
|Select buttons for Total Docs|
|Adds documents in highlighted group(s) to the selection set. In other words, it selects all documents in highlighted group(s), without deselecting any other documents that might be selected.|
|Selects only the documents in the highlighted group(s) and deselects any other documents.|
|Deselects only documents in a highlighted group or groups, leaving any others selected.|
|Select buttons for Overlap
|Adds documents in the overlap to the selection set.|
|Selects only documents in the overlap.|
|Deselects documents in the overlap.|
To view a summary of the evidence in highlighted groups, open the Ratings tool. The groups that are represented are those highlighted in the Groups list. You can view the documents in these groups in the Document Viewer (from the Document Viewer's menus, choose Settings> Groups and Evidence Ratings).
Highlight the group in the Groups list and click the Delete button.
Groups are automatically saved when you close the dataset or exit IN-SPIRE. You can also save them manually by choosing File >Save Session from the IN-SPIRE main toolbar. Searches, viewed documents, and outliers will also be saved.
Two or more groups can be combined to create one new group. This is equivalent to selecting all the documents in one group and adding them to a second group. Combining groups is very useful in datasets with entities where several versions of the same name are used on multiple groups. Both locked and unlocked groups can be combined. To combine groups, control click on the groups you want to combine, then right-click on one of them, and choose Combine Groups. The New Group dialog will appear and allow you to set the name and color of the new group. The newly created group will appear at the bottom of the list as the last group. Notes: the source groups used are not modified. Folders cannot be combined.
Groups and Group Folders can be duplicated, creating unlocked copies. This is especially useful if you want to change the group membership of a locked folder, such as those resulting from Entity Extraction and Search Networks. If you choose to duplicate a folder, all of the groups inside the folder will be copied, too. To duplicate a group or group folder, click on the item you want to duplicate and optionally control click to add additional items. Right click on any highlighted item and choose Duplicate. If an item is in a locked group folder, the copy will be created at the bottom of the group widget list. If the item is in an unlocked folder, it will be created inside the original folder and "_copy" will be appended to the name.
Click on the group or folder you want to move, and drag it to the new location, or
Click the up or down arrow buttons to move it up or down in the list.
There are two ways to move a group into a folder. You can click on the name of the group and drag it to the folder, or
Highlight the name of the group and click the Move button. From the drop-down list, select the name of the folder to which you want to move it.
If you have a large number of groups, not all of which you are using at the current time, you may find it useful to hide some of the clutter. Categorical fields and Themes, for example, can sometimes contain a very large number of values, not all of which are useful to the analysis. Hiding a group or group folder merely makes it invisible in the Groups tool list; the documents inside the groups are not affected. You can hide both locked and unlocked groups and folders.
To hide a group or folder: Click on the group or on the folder and choose Settings> Hide. Or right-click on a group and choose Hide from the right-click menu shown in the example.
To unhide specific hidden groups or folders: Select Settings> Reveal Hidden Items. All hidden items will become visible and their labels will be in italics. The items in italics are still invisible to the other tools and will not appear in those that use groups, like Facets and Correlation.
Click on the item(s) you want to reveal and then choose Unhide either from the Settings menu or from the right-click menu.
To unhide all hidden groups and folders: Select Settings> Unhide All. All hidden items will become visible and available for interactions as before.
You can set the focus on a group by dragging the group to Set Focus. You have the option of Setting Focus on groups of interest or removing those that are less interesting. To focus on a group, see Adding Groups to Focus for more details. To remove less interesting groups, see Removing Less Interesting Groups of Documents for more details.