Triage

Triage enables you to use multiple characteristics of the document dataset to isolate documents of interest. The basic technique is to design a network of operations on the dataset where each operation produces a set of results and each set of results can be used to feed into further operations in the network. The Triage tool supports the development of the steps in the network creation process and provides a visual representation of the network you build, with interactive access to the results.

Accessing Triage
Setting Up a Triage Network
Managing Triage Networks
Creating Combination Network Nodes
Using the Triage Network Menu

Accessing Triage

	Click the Show Triage button on the IN-SPIRE main window toolbar, or
	From the Tools menu, select Triage.

Note: If the Triage button does not display on the toolbar, you will need to turn on Triage in your IN-SPIRE Preferences file.

Setting Up a Triage Network

A Triage network is a sequence of functions performed on the dataset that will sift through your dataset and group together documents in a way you find useful. The Triage tool supplies an area where you can create 'networks' of functions. Each function yields a group of documents which you can then feed into yet more functions.

Use the following procedure to create a simple triage network.

From the Dataset Editor, open a dataset.
From the IN-SPIRE main toolbar, click the Show Triage button.
The Triage window will display. If you have not yet created any triage networks, the following message will display in the network panel.

If a Triage network has already been created for your current dataset, the network will display in the panel as shown in the following example.
To create a new Triage network based on a new query, click the Query button. The Query panel will display below the network panel.

The query will be set to a default color which you can change by clicking the Color button.
In the Name field, type in the name of the new group that will be formed when the query is run.
Note: While the groups made in Triage will display in the Groups window, along with other groups you have defined, you will not be able to delete or alter them with the Groups tools. To change these groups, use Triage and edit the network.
Select a color for your group by clicking the Color button. The Select Group Color window will display. Select a color from the color swatch display and click Done. The new color will display in the Edit panel.
Create a query in the query pane by selecting a Query Type from the drop-down menu. Enter the text of your query in the Query Text field. Fill in the query definition by typing your query in the Query Text box. You can create Words in Document and Query By Example (QBE) queries using the same techniques described in the Queries tool.

In our example, we will perform a Words in Document Query.
From the Query Fields list, select the dataset field you want the query to search. The default selection is All Fields, which will allow the query to run on the entire document.
In the Query field, type the words you want to search for in the dataset.
Click OK. The query will be run on your current dataset and the newly created network node will display in the Triage Network panel.

You can edit the node later by right-clicking on it and selecting Edit from the drop-down menu.
Those documents belonging to the new group will display in the group color in the Galaxy.
Continue adding queries to the network.
After you have added several queries you can rearrange them by dragging and dropping them into position in the network panel.
Hover the cursor over the network nodes to view the resulting document count totals.
Click the Document Viewer to display the documents in the selected node. The Triage network will automatically be saved as you create it.

Managing Triage Networks

Once you have created a Triage network, you can change its name, copy, delete, undelete, and share it among other IN-SPIRE users. To manage Triage networks, perform the following procedure.

From the Triage window Networks drop-down menu, select Manage Networks.

The Manage Available Networks window will display.

If you have created networks before for other datasets, these will display in the Local Networks list. If you have not yet created any networks, the Local Networks list will be empty.
You can create a new network by copying a network. To copy a network, select the network name from the Local Networks list and click Copy. The network will be copied with [copy] in the network name.
Select the copied network from the Local Networks list.
Rename the copied network by clicking Rename.
Type a new name for the copied network.
To delete a network, select it from the Local Networks list and click Delete.

Creating Combination Network Nodes

Once you have defined at least two queries, you can add other Triage network functions. The Combination buttons enable you to combine the results of two or more queries. These buttons display at the bottom of the Triage window.

One of the tools provided by Triage is the ability to select out documents that you either want to include or want to exclude from the network results. The Slice, Combo, and Subtract functions enable you to define how to select documents. Assuming you have three groups, you can then select which parts of these groups to keep and pass on to the next network function. You can string together multiple functions to yield very precise results. In the diagram below, three groups of documents have been defined as network nodes. These groups overlap in the dataset as shown.

When you begin to set up a Combination (Combo) function, you can select All the documents in the source nodes, which will yield every document in the three nodes, regardless of overlap.
With the Subtract function, selecting Nodes to Subtract will remove the Overlapping documents and will yield only those documents that overlap once, as labelled in the diagram.
Selecting MORE THAN 1 source node will yield all documents that overlap once and documents that overlap in more than one group.
Selecting All source nodes will yield only those documents that overlap in all three groups - the very center of the diagram.

Creating a Combo Node

To create a Combo network node, perform the following procedure.

From the bottom of the Triage window, click Combo . The Combo node panel will display.
In the Name field, type in the name of the new group that will be formed when the combination is created.
Note: While the node groups made in Triage will display in the Groups window, along with other groups you have defined, you will not be able to delete or alter them with the Groups tools. To change these groups, use Triage and edit the network.
If you want a different color than the one offered, select a color for your node by clicking the Color button. The Select Color window will display. Select a color from the color swatch display and click OK. The new color will display in the Edit panel.
From the Source Node list, select the nodes you want to combine in the Triage network. The combination type list will become active.
Select the type of combination from the list to the right of the Source Node list.
Click OK. The combination node will be created and displayed in the Triage network and the Combination node panel will close.

Creating a Slice Node

To create a Slice network node, perform the following procedure.

From the bottom of the Triage window, click Slice . The Slice node panel will display.
In the Name field, type in the name of the new group that will be formed when the combination is created.
Note: While the node groups made in Triage will display in the Groups window, along with other groups you have defined, you will not be able to delete or alter them with the Groups tools. To change these groups, use Triage and edit the network.
If you want a different color than the one offered, select a color for your node by clicking the Color button. The Select Color window will display. Select a color from the color swatch display and click OK. The new color will display in the Edit panel.
From the Source Node list, select the node you want to slice in the Triage network.

The Results for the node will display in the histogram to the right. The default selection is Keep the Strongest Documents.
If you want to change the Keep setting, use the pull-down menu to select either Keep the Strongest Documents or Keep the Weakest Documents.
Move the Results histogram slider to select the 'slice' of documents you want to retain as part of that network node. The Quantity of documents will change as you move the slider. Note the Quality vs. Quantity axes. Typically the higher the quantity of documents, the lower the quality.
Click OK. The Slice node will be created and displayed in the Triage network and the Slice node panel will close.

Using the Triage Network Menu

To work with a Triage network element, place your cursor over an element and right-click.

The Triage network drop-down menu will display. The drop-down menu options are as follows.

Menu Selection	Network Action
Edit	Edit the selected network node. The node will display in the Edit panel. Click OK to save your changes and run the new node on the dataset.
Delete	Remove the selected network node.
New Slice	Create a slice of selected types of documents in the selected node.
New Group Export	Export the group of documents in a node to the Groups tool.
New Combo: ANY source node	Create a new combo node from any other source node in the triage network.
New Combo: 1 source node	Create a new combo node from one selected source node in the triage network.
New Combo: ALL source nodes	Create a new combo node from all source nodes in the triage network.

You can also select the same functions by using shortcut keys and clicking with the mouse on the network function.

Shortcut Key and Mouse Selection	Network Action
Click	Select an existing function from the network pane.
Right-click	Display the drop-down menu.
Ctrl-click	Select or deselect more than one network function.
Double-click	Edit the selected network function. The function will display in the Edit panel. Click Save to save your changes and run the function on the dataset.

4/29/06