Configuring AI Workbench to capture multiple sources

By default, AI Workbench associates the first source from merged records with a worksheet record and a single highlighted text per entry. Learn more: Using AI Workbench to analyse documents.

From release 8.18.5 onwards, you can configure Opus 2 Platform to enable AI Workbench to associate multiple sources and multiple highlighted passages of text with an entity (Character, Chronology, Organisation). This article shows you how to set up all the worksheets.

TABLE OF CONTENTS

• CHRONOLOGY WORKSHEET
  • Chronology: Edit the Source subtype
  • Chronology: Add a Highlighted Text field to Chronology sources subtype
  • Chronology: Clean up fields and check that only necessary fields are included in the Sources configuration.
  • Chronology: Add Highlighted Text field to relevant forms and cards
• CHARACTERS WORKSHEET
  • Characters: Create a Sources subtype
  • Characters: Add a Highlighted Text field to Character sources
  • Characters: Add Highlighted Text field to relevant forms and cards
  • Characters: Enable multiple source sub-records for Characters
• ORGANISATIONS WORKSHEET
• Checking your configuration works

CHRONOLOGY WORKSHEET

Chronology: Edit the Source subtype

Note: Typically, the Chronology worksheet has a Sources subtype already set up. If it doesn't follow the steps for Characters and Organisations.

Chronology: Add a Highlighted Text field to Chronology sources subtype

1. Select the Chronology tab.
2. Select Edit > Subtypes > Source.
3. Select the Fields tab of the Chronology Source subtype. 
4. Select file field - text in a document and name it Highlighted Text.

5. Ensure that this Highlighted Text field is marked as applicable to transcripts for US-based users.
6. Additionally, locate your existing Source field and mark it as Not Required.

Note: If an Source subtype exists, the Source field was used to attach a full document. This new method we are setting up now adds multiple highlighted text passages so any existing Source field has to be marked as Not Required so as not to interfere with this method.

Chronology: Clean up fields and check that only necessary fields are included in the Sources configuration.

Any redundant fields can be removed.

Chronology: Add Highlighted Text field to relevant forms and cards

1. While still editing the Chronology subtype, add the new Highlighted Text field to all relevant forms and cards used within this subtype so that users can view and edit the captured text. See the forms and cards shown below:

Add form

Details form

Main card

2. Select Save to save your changes to the Chronology Source subtype.

CHARACTERS WORKSHEET

Characters: Create a Sources subtype

To enable multiple source records to be associated with a Character record, a Sources subtype record is needed. By default, Characters doesn't have that subtype so we need to create it.

1. Select the Character tab.
2. Select Edit > Subtypes > Add Subtype.
3. Set the Subtype name to Sources.
4. Set the Record name to Source.
5. Set the Primary sort > Field to Opus-ID selected from the dropdown list.

Characters: Add a Highlighted Text field to Character sources

1. Select the Fields tab of the Character Source subtype. 
2. Add the following fields to replicate the Sources setup in Chronology:

Characters: Add Highlighted Text field to relevant forms and cards

1. While still editing the Characters subtype, add the new Highlighted Text field to all relevant forms and cards used within this subtype so that users can view and edit the captured text. See the forms and cards shown below:

Add form

Details form

Main card

2. Select Save to save the new Sources subtype for Characters.

Characters: Enable multiple source sub-records for Characters

1. On the Characters worksheet, select Edit > Edit worksheet.
2. Select the Fields tab.
3. Select Advanced field > Multiple sub-records.

4. Name this advanced field Sources.

Note: If there is only one field with multiple sub-records, the system uses that. If there are multiple sub-records, the system looks for a field named Sources.

5. Set the content type to the new Sources sub-type you created.

6. Select Display number of items.

   
7. Select Save.

ORGANISATIONS WORKSHEET

Repeat this same configuration process for the Organisations worksheet as for Characters so that it also supports multiple Sources sub-records.

Checking your configuration works

1. In AI Workbench, select a Character, Organisation, and Chronology that has more than one source.
2. For each entity type, drag those selected entities into the Merge area.
3. Select Combine sources.
4. Select the combined source and select Add to worksheet.
5. Select Yes, add to worksheet when the popup appears.

A green success message appears.

7. Go to each type of worksheet, identify the record you added and select it.
8. Select the Sources tab in the detailed view.

Check that all the Workbench-captured passages of text are associated with the record.

Perform the same check on the Chronology and Organisations worksheets to ensure that everything is as expected. 

You can also have multiple sources without merging them and this feature change captures those too.

Further configuration details for forms and cards, and examples of how this should appear on client projects, can be completed according to project-specific requirements.

Related articles

Using AI Workbench to analyse documents