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Other Insight Features

Other Insight Features

Sept 04, 2012

Creating Multi-Page Documents

Some complex objects are best represented as a series of linked objects and images. A book or similar document may be made up of pages, each page may be a separate object in the collection. The Multi-Page Document Tool enables Insight Administrators to create objects within Insight which contain multiple data records and images. More specifically, the Multi-Page Document Tool leverages the existing metadata which defines the structure of the document into a visual representation.
You can create multi-page documents in two ways: * Use the Multi-Page Template (to create multiple multi-page documents at one time)

  • Use the Multi-Page Document Creation dialog (to create a single multi-page document).


NOTE: There are specific requirements to the structure of the Multi-Page Document. Each hierarchical section must be managed by a numeric field (to properly support grouping and sorting). h2.

Sample Data for a Multi-Page Document
The example below shows the logic of how the following documents are to be compiled to create multiple Multi-Page Documents in Insight. This example will be referenced throughout the following section.

Object ID

Title

Level1(chapter)

Level2(Section)

Level3(Page)

0001

Book A

1

1

1

0002

Book A

1

1

2

0003

Book A

1

1

3

…

 

 

 

 

0040

Book B

1

1

1

0041

Book B

2

1

2

…

 

 

 

 

0060

Book C

1

1

2

0070

Book C

6

1

25


From the sample data above, three Multi-Page Documents will be created: Book A, Book B, and Book C. The books will be organized as follows:
• Book A:
Chapter 1, Section 1, page 1, (Object ID) 0001
Chapter 1, Section 1, page 2, (Object ID) 0002
Chapter 1, Section 1, page 3, (Object ID) 0003
• Book B:
Chapter 1, Section 1, page 1, (Object ID) 0040
Chapter 2, Section 1, page 2, (Object ID) 0041
• Book C:
Chapter 1, Section 1, page 2, (Object ID) 0060
Chapter 6, Section 1, page 25, (Object ID) 0070h2.

Creating Multiple Multi-Page Documents Using Multi-Page Templates
To create a set of Multi-Page Documents in a collection using a Multi-Page Template:

  1. Open the Administrator Tools and connect to the collection.

  2. Open the Collection Settings node.

  3. Right-click Multi-Page Document and select Create Multi-Page Template.Multi-Page Documents have a hierarchical structure, and each level field, such as Title, Level, or Page Order is unique. There is a maximum of seven levels. At least one level of definition is required in using the Multi-Page Document Template (definition should start from Level 1, then Level 2, etc.).The highest level, the Document ID Field, is the object itself (book, manuscript, and so forth). The lowest level is a page in a book. The page has to be defined in numeric terms (1, 2, 5, 8) and not in text or roman numerals (one, five, iv, iii) format. You can specify a minimum number of pages to generate a Multi-Page Document from an entire book or manuscript. The default is ten pages.

  4. Select a collection from the pull-down list.

  5. Select a Document ID Field. All Fields defined in the collection will appear in the selection pull-down list. All records containing common values in this field will be grouped together as a Multi-Page Document.

  6. Next to each Level Number, provide a Level Name. The Level Name explains the hierarchical level. For example, level 1 can be Plays, level 2 can be Acts, level 3 can be Scenes.

  7. For each Level Name, select a Level Field. Only numeric fields will be presented in the dropdown list.

  8. Enter Minimum Page Count. You can specify a minimum number of pages to generate a Multi-Page Document. The default is ten pages. A book cannot be created as a Multi-Page Document if it has less than the minimum number of pages specified in the Minimum Page Count Field. For example, if the minimum pages is set to 99, then a book with 87 pages will not be created as a Multi-Page Document. Only books with 99 pages or more will be created as Multi-Page Documents.

  9. In order to reset the Multi-Page Document Template counter to zero and to create new Multi-Page Documents as specified, check or enable the checkbox that states, "Remove all existing entries and create new documents."

  10. Press Create Documents to generate document entries into the collection's document database.

  11. Once you have created your Multi-Page Document Template(s) you must run the indexer with the Multi-Page Document option enabled. For more information, see Running the Indexer for Fuzzy Date or Multi-page Document Indexing on page .

Creating a Single Multi-Page Document

The administrator will use the Administrator Tools within Insight Collection Manager to create Multi-Page Documents. Follow the steps below to create a single Multi-Page Document.

  1. To invoke the Multi-Page Document options, open the Collection Manager node in Administrator Tools.

  2. Right-click on Multi-Page Document and select New. The Multi-Page Document Creation window appears.

  3. In the Multi-Page Document Creation panel, create a document name that you want to display in Insight which reflects your record structure, for example, "W. Shakespeare Portfolio of Plays."

  4. Next to the Level Number, provide a level name. The level number determines the order of the records that you will provide (number 1 being the highest level). The Level Name should be indicative of those areas or various levels that make up the document. In the example above, we've used Chapter, Section, and Page.

  5. Select a Level Field. The level fields should correspond to the numeric field in your data record with information on where each page should be placed within the hierarchy.

  6. Select a collection. This is pre-loaded by you (Administrator).

  7. Select a Document ID Field. This is based on the collection that is loaded on your system. Use a value from the highest level for this selection.

  8. Provide a Document ID Value. This is based on the value of your Document ID Field. This can be a title, author for a group of contents, or even an ISBN number. For example, it can be William Shakespeare or it can be ISBN: 0-395-74876-3.

  9. Press Save.

  10. Once you have created your Multi-Page Document(s) you must run the indexer with the Multi-Page Document option enabled. For more, see "Running the Indexer for Fuzzy Date or Multi-page Document Indexing" on page .

 

Managing the Stop List

A stop list is a set of words that are not indexed – generally used to eliminate words that appear too universally to be of value in searching. Insight's default list includes:
Table 3: Default values for Insight Stop List