Manage is the tool you use to perform various types of "housekeeping" on documents in your Lexos workspace. In addition to documents derived from files you have uploaded, Manage will also list documents created by other tools such as segments produced by the Cutter tool.
Use the Manage tool for the following purposes
- To activate and de-activate documents in your workspace. Lexos tools only operate on your active documents.
- To delete unwanted documents from your workspace.
- To re-name documents in your workspace.
- To add class labels to your documents in your workspace, e.g., apply an AUTHOR class label to all documents with the same author.
The Manage Interface
By default, five (5) documents are listed. If you have many documents, you may want to increase the number of documents that appear on the opening screen; otherwise, documents will appear on subsequent pages. Use the Display dropdown menu to increase the number of rows displayed, or you can use the pagination links at the bottom right of the table to paginate through smaller sets of rows.
Documents in your workspace are listed in the form of a table. The left-most Document Name column lists the filename without the filename extension. The uploaded file from which each document is derived will be listed by filename in the Original Source column. If you use Lexos tools to create new documents based on your uploaded files (e.g., if you segment a document), the original filename will be displayed in the Original Source column, and a new name will be generated for the Document Name column. Document names can be changed as described in Using the Context Menu below.
By default, documents created by file upload or a Lexos tool do not have an associated class, so the Class Label column is empty. The Excerpt column shows the beginning of each document followed by an ellipsis (...). Rows in the table can be sorted by column information by clicking on the column header (see the arrow in the column header to indicate the sorting order, e.g., increasing or decreasing order). If you have a large table, you can filter it down to a few rows containing the keywords entered in the Search field. The text of the entire table is searched, so matches may be found in any column.
Activating, De-Activating, and Deleting Documents
By default, all documents are activated when they are uploaded. In subsequent analyses, only active documents are used. (Note: return here to the Manage page to ensure all desired documents are active. Rows containing active documents are highlighted in green. The following methods can be used to manage the active state of documents:
- Single Click: This will de-activate all documents and toggle the state of the row clicked. If it is active, it will be de-activated. If it is not active, it will be activated.
- Control or Command Click: This will toggle the state of the row clicked without affecting the state of any other rows.
- Shift Click: This activate ranges of rows. Shift-clicking on a row will activate documents in all rows between the row clicked and the first active row above or below the row clicked.
- Drag Click: Clicking on a row with the mouse button held down will activate or de-activate all rows between the row clicked and the row the mouse cursor is over when the mouse button is released.
- Right Click: This will open the context menu. See Using the Context Menu below.
- The Select All and Deselect All Buttons: These are useful because they activate and de-activate all the documents in your workspace, not just those displayed on the page.
Documents may also be activated and de-activated using the Context Menu as described below.
Certain tools such as Word Cloud allow you to select and de-select sub-sets of your active documents. These selections apply only within the given tool and do not affect whether the documents are active or not throughout the Lexos suite. If you need to change the state of a document so that it is or is not accessible to all tools, you should do this using Manage.
Deleting individual documents from the workspace is probably achieved most easily achieved using the Context Menu as described below. However, you can deselect all documents, activate only the document you wish to delete, and then click the Delete Selected button. This button is probably more useful when you have multiple active documents, as it will delete them all at once. Make sure that you have de-activated any documents you do not wish to delete.
Using the Context Menu
Right-clicking on a table cell or row will open the context menu. It has the following options:
- Preview Document: This will open a dialog containing the entire text of your document (without formatting or white spaces). Note that longer documents can take a while to load, so please be patient.
- Edit Document Name: This function allows you to create a new name for the document in the row you have clicked. To change the name, enter your new name in the dialog form field and click Save.
- Edit Document Class: This function allows you to create a class label for the single document in the row you have clicked. Enter the label you wish to identify with the class in the dialog form field and click Save. See further the section on document classes below.
- Delete Document: This function will delete the individual document in the row you have clicked.
- Select All Documents and Deselect All Documents: These options have the same function as the Select All and Deselect All buttons.
- Apply Class to Selected Documents: If you have multiple active documents, this option will allow you to apply a class label to all of them at once. Enter the label you wish to identify with the class in the dialog form field and click Save. For example, you might apply an AUTHOR name (class label) to all documents from a particular author. See further the section on document classes below.
- Delete Selected Documents: If you have multiple active documents, this option will allow you to delete them all at once. It has the same function as the Delete Selected button.
Document classes are groups of documents identified as belonging to the same category defined by some human-assigned criterion. For instance, a collection of novels might be separated into two classes based on whether they were published in Britain or the United States. Gender, genre, date of authorship, and authorship might be used to classify documents. Lexos' class labels allow you to assign classes to documents and sort by class in the Manage tool. At present, document classes are under-utilized elsewhere in the Lexos suite; however, they are an important part of the Topwords tool. In general, you should assign class labels in Manage before using Topwords.