LogosLink User's Manual · LogosLink version 2.0.0

Filter

A filter allows you to select what documents you want to work with within a corpus.

Often, you may want to perform operations on a subset of documents in a corpus, such as some analytics or a search. Filtering allows you to establish what documents will be affected by the operation.

Details

Many of the operations that you can carry out within a corpus affect multiple documents, such as obtaining statistics, performing analytics or doing a global search and replace. Of course, you can carry out operations like these on the whole corpus, so all the documents are affected. However, sometimes you will want that only a subset of the documents are affected. You can establish what documents are affected by filtering them and ignoring the rest.

A filter works by setting one or more criteria on the documents. All the documents that satisfy the criteria will be kept active, while the documents that do not fulfil the criteria will be inactivated, that is, filtered out and hidden. For practically all purposes, inactive documents behave as if they did not exist in the corpus. Inactive documents are not shown in the Corpus window and are not used to compute any statistics or analytics.

By using a filter, you can set criteria on any property of the documents. For example, you may set criterias so that only documents published after certain date, labelled with certain labels, and containing certain words, are to be made active. You can also set criteria on custom properties that you may have defined. To define a filter, click the Edit Filter button on the Corpus ribbon tab, or switch to the Filter panel in the Corpus window.

Once you have set a filter, you can change it by adding or modifying the criteria by clicking the Edit Filter button on the Corpus ribbon tab, or switching to the Filter panel in the Corpus window. You can also remove a filter and go back to the complete set of documents by clicking the Remove Filter button on the Corpus ribbon tab.

You can save a filter as a smart collection so that you can re-apply it at any time by selecting it in the Active Collection dropdown box in the Corpus window. To do this, click the "Save this filter as a new smart collection" button on the Filter panel.

Working with filter criteria

A filter is composed of criteria. Each criterion establishes a condition that documents must fulfil in order to be active.

Criteria can be set for many properties of documents and their related elements. Click the button at the bottom of the filter pane to open a menu. From the menu, select the type of criterion that you want to add. The criterion will be added in the filter editor.

You can modify the properties of cilter criteria as necessary. Typically, each criterion has the following properties that you can adjust:

An operator, which determines how the selected property of documents is compared against the target value that you set. For example, for text properties such as the document Title or Description, operators include Equals to check that the document has a property that is exactly equal to the target value, or Contains to check that the document property contains the target value. Criteria for properties of other types (such as dates or lists) have different operators.
A target value, which sets the value to compare document properties to, according to the selected operator.
A negate option, which you can switch on or off via the button. If set, the criterion will be negated. For example, if you have set a criterion for "Title contains 'Adventure'" and negate it, the filter will only activate documents for which the title does not contain 'Adventure'.
Depending on the type of property, there may be additional options for case sensitiveness and other text-related settings, for example.

Filter

Details

Working with filter criteria

See Also