Suggested Documents: Basics

Suggested Documents is a tool that provides suggestions of documents from the current dataset that best match the documents in one or more pre-existing groups.

Opening Suggested Documents

To open Suggested Documents:

Right-click on a selection of one or more user-generated groups in the Groups panel and choose Suggest Documents

Choose more menu > Suggested Documents

Choose Tools menu > Suggested Documents

Parts of Suggested Documents

Suggested Documents is divided into two panels. The left panel contains a list of the document titles and matching groups. The document titles are ranked by the highest relevancy scores across all groups. Each group has a column and each cell shows the ranking for a document. The right panel is a document preview window for the currently highlighted document.

The numbers below correspond to those in the image above.

1. Left panel with document titles and groups
2. Document preview panel
3. Group
4. Group score for a document (how closely the document matches others in the group)
5. List of document titles

Toolbar

Choose Groups opens the Choose Groups panel. Choosing Groups is discussed in more detail below.

Refresh recalculates related documents. This is useful if group membership has changed since the initial analysis.

Edit Terms opens the Edit Terms window. This window provides the key terms associated with each group used to match other documents. You can remove or un-remove terms. The Refresh Suggestions button refreshes the list of suggested documents if any terms have been removed.

Select Suggestions will select the suggestions so they can be viewed in other tools such Galaxy, Facets, and Time.

Settings menu includes Larger Type, Smaller Type, and Highlight Terms options which only function with the document preview panel.

Choosing Groups

The Choose Groups panel allows you to choose user-generated groups to analyze in order to find related documents. Choose groups by highlighting one or more groups and selecting the arrow to add to the Groups to Analyze list. To analyze an entire folder, highlight the group folder, select the arrow , and the groups within the folder will be added to the Groups to Analyze list. If there are groups highlighted in the Groups panel, when the Choose Groups window is open, the groups will be added Groups to Analyze list.

There are two optional filters to restrict the document set from which matches are chosen:

1. Selected documents only option will choose suggested documents only from the set of documents in the current IN-SPIRE selection.
2. Use this time period option is available when there are dates available for a dataset. You can specify dates to analyze that are within the dataset time range by using the popup calendar.

Both options can be selected at the same time.

Keyboard Shortcuts

• Left and right arrow keys will select different groups in a row.
• Space bar will add or subtract a document to or from the selected groups.
• Up and down arrow keys will change rows and update the document preview panel.
• Enter will add the current document to the selected group and move to the next row.

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