Section 5.1       Navigation Tree

Users can navigate through records by content structure, saved searches, quality control, tags, workflow, clusters, or view data graphically from a search in a saved report. Administrators decide which navigation features are available to end users.

Section 5.1.1                   Content Structure

Default navigation tree structure, which is organized by Project, Collection, and then session.

Section 5.1.2                   Saved Search

Users can save a search and assign the search a name by selecting save search at the bottom left of the search results grid.. The Saved search navigation tree is filtered to display only those records that match the search criteria. Each saved search is displayed in the Navigation Tree by the name assigned to the search when saved.

Section 5.1.2.1           Delete Saved Search

An end user can delete a saved search by selecting the delete icon that appears next to the name of the saved search in the Saved Searches Navigation Pane.

           

Section 5.1.3                   Quality Control (Roadmap)

Quality Control is like a saved search in that it filters the results to those boxes requiring a QC correction.

Section 5.1.4                   Tags (Roadmap)

Tags are also like a saved search in that it filters the results based on the tags assigned to the boxes during review. Each tag is displayed in the Navigation Tree.

Section 5.1.5                   Workflow (Roadmap)

Records are displayed in the Navigation Tree according to their state or status in the workflow. For example, records in step 2 of the defined workflow will appear under the heading (name) for step 2 while records that have been process through step 2 and are currently in the workflow stage of step 3 will appear under the heading (name) for step 3 and so on.

Section 5.1.6                   Clusters (Roadmap)

Records are displayed in the Navigation Tree according to the cluster(s) they are a part of. Clusters are a grouping of several similar things; in the case of OCR technology the similar things are terms (words). The more frequent the term is found in the OCR the more prominent the cluster as shown in the Keyword Frequency report found on the dashboard.

Section 5.1.7                   Reports (Roadmap)

The navigation tree is organized based on the configuration of a particular report.

Section 5.2       Search Bar

The search bar performs a search across the attributes, OCR and the search database for the text specified. The search bar supports search query language searches and term modifiers. More search options are provided under Advanced Search.

Section 5.2.1                   Search Bar Query Syntax with Term Modifiers

Advanced users who understand how to create a search with term modifiers can use the search bar to perform advanced searches. For those users who are not familiar with or are unsure of how to build query syntax with term modifiers, there is an Advanced Search builder.

Term Modifiers	Search Type	Description
*	Wildcard Search - Multiple Characters	a multiple character wildcard search uses the "*" symbol
?	Wildcard Search -Single Character	a single character wildcard search uses the "?" symbol
~	Fuzzy Search	search for a term similar in spelling
value 0 to 1	Fuzzy Search (optional parameter)	follows tilde (~) in a fuzzy search the closer the value is to 1 the higher similarity will be matched. If the parameter is not set the default value is 0.5.
~n	Proximity Search	within n words from each other
-	Boolean Prohibit Operator	excludes documents that have the term after the "-" symbol
+	Boolean Required Operator	requires that the term after the "+" symbol exist somewhere in a document
“ “	Exact Term and/or Phrase Search	A word (term) or group of words and symbols (phrase) enclosed in double quotes searches for EXACTLY that. This is important if what is being sought has term modifiers (i.e., SSN format of 123-45-6789 must be enclosed as “123-45-6789” since the ‘-‘ symbol is a term modifier.)
AND	Boolean AND Operator	matches documents where both terms exist. The & symbol can be used in place of the word AND
OR	Boolean OR Operator	links two terms and finds a matching document if either of the terms exist in a document
NOT	Boolean NOT Operator	excludes documents that have the term after NOT. The ‘!’ can be used in place of the word NOT.
()	Grouping	group clauses to form sub queries

Section 5.3.2.1           And Statements

And statements ensure all search results meet all the criteria. The first four rows in the advanced search example must be met for a record to be returned in the results.

Section 5.3.2.2           Or Statements

Or statements will return records that meet all the criteria plus any records that have the criteria defined in the OR statement. The last two rows in the advanced search example will return records that meet all the criteria in the first four rows and may include either of the two other criteria.

Section 5.3.2.3           Field (Attribute) Selection

A user must define which attribute to apply the criteria statement to in the query of the data. A complete list of attributes for the project is listed in a drop down along with the system attributes and the extracted text (OCR). The Operators are defined by the attribute data type. See 4.3.2.5 Operators for a list of field types and the associated Operator(s) for each field type.

Section 5.3.2.4           Group By

Group by allows the user to group And Statements and Or Statements together. Groups are nested And and/or Or Statements as shown in the advanced feature example as Name Contains ‘organic’ OR Name Contains cranberry nested below the other criteria of Price is greater than 20 Price is less than 50 Discontinued is equal to Is false and First Ordered is before 2/1/2000.

Section 5.3.2.5           Operators

And Statements and Or Statements require operators to define the criteria. Operators are decided by the field type. Operators are grouped by the field type. Below is a table that lists each operator for the different field types.

Field Type	Operator(s)		Field Type	Operator(s)
Numerical	Is equal to		Date/Time	Is Null
Numerical	Is not equal to		Date/Time	Is not Null
Numerical	Is greater than or equal to		String	Contains
Numerical	Is greater than		String	Does not contain
Numerical	Is less than		String	Is equal to
Numerical	Is Null		String	Is not equal to
Numerical	Is not Null		String	Starts with
Date/Time	Is equal to		String	Ends with
Date/Time	Is not equal to		String	Is null
Date/Time	Is after or equal to		String	Is not Null
Date/Time	Is after		String	Is empty
Date/Time	Is before		String	Is not empty
Date/Time	Is before or equal to

Section 5.4       Search Results Grid

The results grid displays the results of a search in a grid. The user can define which fields are available in the grid using the column selector, filter one or more of the fields in the grid, save searches, perform mass edits, and export search results. Each grid function is detailed below.

Section 5.4.1                   Column Selector

The column selector allows the user to decide which attributes (fields) are displayed in the search result grid. There are three (3) types of attributes; system, extracted and user defined. Extracted attributes are automatically populated based on the configuration. User defined attributes require a user to either accept the extracted value or are entered manually. System attributes are those that are applied by WIB™. The user can select attributes based on type.

     

Section 5.4.1.1           Default Grid Columns

By default, all attributes are displayed when entering the search page. An end-user can customize this view by arranging the order of the columns and deciding which attributes to show in the grid. These settings are kept for the user.

      Section 5.4.3.1           Box Level Results View

      Box level data is not shown. Box level shows the results for those boxes that match the criteria of the search.

     

Section 5.4.3.2           Image Level Results View

      The results in the grid show the images that match the criteria of the search.

     Section 5.4.3.3           Detail Results View

      The Detail view shows the boxes and corresponding images for each box that match the criteria of the search.

Section 5.4.4.1           Private Saved Search -  (Roadmap)

Private saved searches are only visible to the user that created the search. To make a search private set the privacy flag when saving the search.

Section 5.4.4.2           Public Saved Search

By default, saved searches are public. Any user with access to the workspace will see the search. A user will not be able to see the results for attributes they do not have access rights to view. The user who creates the search must select Private when saving the search to make the search private.

Section 5.4.5.1           Mass Edit Single Value Field

The user can select multiple records and perform a mass edit on a single field. Each field must be edited independently. Make sure the Check Box is selected in the Column Selector. Check the box for the records you would like to perform a mass edit. Select the Edit button in the footer of the Search Results Grid. The Check Box in the Header selects all the records. Use the drop down menu in the Mass Edit dialog box to select the attribute you would like to update. Type in the value you would like to appear in the attribute. Select Save Changes. Now all the selected records are updated with the value entered in the Mass Edit dialog box.

Section 5.4.5.2          Mass Edit Multi Value Field (Roadmap)

The user can select multiple records and perform a mass edit on a single field. Each field must be edited independently. Make sure the Check Box is selected in the Column Selector. Check the box for the records you would like to perform a mass edit. Select the Edit button in the footer of the Search Results Grid. The Check Box in the Header selects all the records. Use the drop down menu in the Mass Edit dialog box to select the attribute you would like to update.

Section 5.4.5.2.1                  Replace all Values in a Multi-Value Field 

Type in the value(s) you would like to appear in the attribute. Separate each value with a comma. Select Save Changes. Now all the selected records are updated with the value entered in the Mass Edit dialog box.

Section 5.4.5.2.2                 Append a Value to the Value(s) in a Multi-Value Field

Turn on the append feature to add/append a value to the values already in the field. Type in the value(s) you would like to append to the current value(s) in the field. Separate each new value with a comma. Select Save Changes. Now all the selected records are updated with the value(s) entered in the Mass Edit dialog box. The new value(s) will appear at the end of those values that were already in the field.

Section 5.4.6.1           Create Export Package

Once the Export is activated, the Create Export package dialog appears. Complete the fields to generate the export. The following describes each field/option for creating an export package.

Section

5.4.6.1.1                  Name

Name the export package. Create a name that is unique. All export packages are visible so the more detailed the Name the easier it will be to find and complete the export.

Section 5.4.6.1.2                 Description

The description allows you to expand on the criteria of the export package where it is not possible to create a name that includes all the characteristics of the export package.

Section 5.4.6.1.3                 Configuration

A configuration must be created prior to exporting search results. Refer to Section 13.2 Export Package Configuration.

Section 5.4.6.1.4                 Query

JSON language-independent format that defines the criteria of the performed search for repeated execution and delivery of search results. This allows WIB™ Review to perform the same search each time without having to define the criteria each time the user wishes to perform the search

Section 5.4.7                  Record Detail Pane

A user can select any of the rows returned in a search and view the details of the record in the details pane. The details pane is a vertical view of the record with the attributes and image strip. The details pane has the following sections.

Section 5.4.9.1           Image Carousel

Thumbnail view of the recorded images. Selecting an image from the image strip opens the image in a pop out window.

Section 5.4.7.1.1                  Image Detail Pop out Window

The image detail pop out has the OCR text for the image, extracted values, notes, image type, the date the image was created and a larger viewer window with image controls. The user can navigate to the next and/or earlier image in the image strip from the Image Detail pop out window.

Note: The Image Text, Attributes, and Notes are for the specific image and not for all the images in the container record.

Section 5.4.7.2           System Attributes

System attributes are attributes that are automatically assigned for each record in WIB Review. System attributes include but are not limited to creation date, image count, image type, capture Geo-location, and edit date. These are read only and cannot be edited.

Section 5.4.7.3         Notes

Notes are a brief record of facts, topics, or thoughts, recorded as an aid to memory. Notes provide users with the ability to communicate context for a record. Context is not always clear from the attributes of a record.

Section 5.4.7.4          OCR Text

The user can view the OCR extracted from the images. The OCR is contiguous if viewing the entire record (image type = box) meaning the OCR for all images is displayed. The OCR for a specific image is displayed when viewing an image record.

Section 5.4.73.5          Attributes

Attributes fall under two categories: Extracted and User defined. Both attribute categories are displayed with the name of the attribute shown between the two categories.

Section 5.4.7.5.1                 Extracted Value Attributes

Extracted values are displayed on the left of the preview pane and in the index window on the left.

Section 5.4.7.5.2                User defined Value Attributes

User defined values are displayed on the right of the preview pane and in the index window on the right.

Section 5.4.7.6          Open Record in Review

The user can navigate directly to the record in Review from the record identifier (barcode) link icon in the grid