Groups:  Basics

Use the Groups Tool to define a collection of documents (a group) within your dataset.  Once a group has been created you can view and query documents in the group.  Grouping also provides an easy way to select the same set of documents in later sessions.

Accessing the Groups Tool

To open the Groups window, perform the following procedure.

1. Click the Groups button on the IN-SPIRE main toolbar, or from the IN-SPIRE main toolbar Tools menu, select Groups. The Groups Tool window will display, with any active groups highlighted.
   

2. Select a group from the list.  The documents in that group will highlight in the Galaxy and ThemeView.

3. Groups can be contained in folders.  
   
   To open a folder, click on the toggle opposite the folder . The folder will open, displaying the groups inside.
   

4. To close an opened folder, click on the toggle .  The toggle position tells you if the folder is open or closed. A toggle turned to the right is closed, while one turned down is open. A single click is all that is required to open or close a toggle.

Creating a Group

To create a group from within the Groups Tool, perform the following procedure.

1. In the Galaxy, select one or more documents.  For more details, see Ways to select documents.

2. In the Groups window, click the New button and select Group... from the drop-down list. A group is created that includes the selected documents, and the Edit Group window opens, allowing you to change the default name and color assignment. The Edit Group window option is on by default and can be turned off.
   

3. Enter a name in the Group Name field.

4. Select a color for the group from the color swatches.  

5. Click OK.  The Groups list will display the group name and the number of documents in the new group.

Turning the New Group Prompt Off

When you create a new group the Edit Group window will display offering various group options such as group name and color.  You can turn off this default behavior by performing the following procedure.

1.  from the Groups window select the View menu.  A drop-down menu will display.
   

2. If the Prompt for New Group Options is checked, select it to remove the check from the checkbox.  When the check is removed from the checkbox, the option is off.  The next time you create a new group it will be added to the list at once with a default title and assigned a group color.  You can change the title and color later if you wish.

Creating a Group Using Queries

1. In the Queries Tool, perform a Word Query to select a set of documents, or perform a Query By Example and use the slider to select a collection of documents that are similar to your example text.

2. Click Group Results.  The Edit Group window will display.

3. In the Group Name field, type a name for the group and click OK.  The new group will be added to your list in the Groups window.

Creating a Group Using the Document Viewer

To create a group containing documents that are selected and visible within the Document Viewer, perform the following procedure.

1. In the IN-SPIRE Galaxy or ThemeView window, select a group of documents.
2. From the IN-SPIRE main toolbar, click Document Viewer .
3. From the Edit drop-down menu, select Add Document to Group.  The Add Document to Group window will display.
   

4. Click the New button .  The Edit Group window will display.
   

5. Enter a name for the group.
6. Choose a different color for your new group, if you wish.
7. Click OK. The Edit Group window closes. The new group is now listed in the Groups window list.

Changing the Name or Color Assigned to a Group

1. Select the group from the Groups list.
   

2. Click the Edit button. The Edit Group window opens.

3. You can change the Group Name or use the color chooser to choose a different color.

4. Click OK.

Deleting a Group

Highlight the group in the Groups list and click the Del (Delete) button.

Saving Groups

Groups are automatically saved when you close the dataset or exit IN-SPIRE. From the IN-SPIRE main toolbar File menu you can select Save Session to save groups (as well as queries, viewed documents, and outliers).

Displaying Group Member Documents in the Galaxy

To display member documents in the group color in the Galaxy, perform the following procedure.

1. Open the Groups window.  The groups list will display in the window.
   

2. Highlight the group in the groups list by clicking on its name. To highlight several groups whose names are contiguous, click on the name of the first group, then Shift-click on the last group.  To highlight non-contiguous groups, Ctrl-click on each in turn.  The documents in the selected group will display in the Galaxy highlighted in the group color or colors.
   

Finding the Number of Documents in a Group

The total number of unique documents in all highlighted groups displays in the Total Docs number below the list of groups.

Finding the Number of Documents Selected in a Group

The number of selected documents within a group will display next to the group title, for example, (0,66) indicates that you have no documents selected at the moment in that group.  This option is turned on by default.  To turn it off, from the Groups window View menu select Show Selected in Group Titles and the checkmark will be removed.  

Finding the Overlap Between Groups

Overlap includes documents that occur in more than one highlighted group; they are colored turquoise in the Galaxy by default. Refine this collection by selecting In > 1 Group to color as overlapping any documents occurring in two or more groups, or select In All Groups to color as overlapping any documents which occur in all highlighted groups.  The figure below shows an example of the various forms of overlapping documents in three groups.

Using the Select Buttons

Select buttons for Total Docs
	Adds all documents in a highlighted group or groups to the selection set. In the Galaxy.
	Select only the documents in the highlighted group or groups.
	Deselects all documents in a highlighted group or groups.
Select buttons for Overlap
	Adds to the selection set only those documents which occur in more than one highlighted group, or all highlighted groups, depending on which radio button option has been chosen.
	Selects only those documents which occur in more than one highlighted group or in all highlighted groups, depending on which radio button option has been chosen.
	Removes only those documents which occur in more than one highlighted group, or in all highlighted groups, depending on which radio button option has been chosen.
	Clears all selected documents.

Viewing Evidence in Grouped Documents

To view the grouped documents with the Evidence Viewer tools, from the Evidence menu, select Show Evidence Viewer.  The Evidence Viewer window will display the Summary of available evidence.  

All the documents in highlighted groups will be listed and accessible. Documents highlighted in the Galaxy are always visible in the Document Viewer.

Organizing the Groups List

You can rearrange and organize your groups into logical folders for easy reuse.  Use the following techniques to work with groups and folders.

Creating a New Folder

1. To make a new folder, click the New button and select Folder from the drop-down list.

2. Enter the name of the new folder.
   Or
   To rename an existing folder, highlight the folder and click Edit. The Edit Group window opens. You can change the name there.

Moving an Existing Group into a Folder

To move a group into a folder or to move a group from one folder to another, 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.  

Changing the Order of Folders

You can change the order of folders or groups by moving them up or down in the Groups list.  To change the order, perform the following steps.

1. Highlight the group or folder you want to move.

2. Click the up or down arrowto move the item up or down in the list.

To see helpful information about a part of the Groups window, hover the cursor over the area.  Brief information will display in fly-out Help.

4/18/06