From the Sources Table, choose the source you want to tag and click on + Tag.
On the top banner, you can access:
- Source details, which will allow you to preview your source on the left insert, and information about your source on the main one.
- Primary Tagging where you’ll find the framework associated with your projects and all the different categories that you can use to tag.
- Secondary Tagging where you’ll be able to tag information related to location, demographic groups, affected groups, vulnerability etc…
- Review where you’ll find your entries and can review primary Tagging, secondary Tagging, add comments and verify the entries.
Primary Tagging tab
The primary tagging page is divided into two spaces, one central where you find your framework to tag and one on the left where you find your source to be tagged.
On the left space, you have the original version of your source, a simplified text where you only have the text contained in your source and all the entries created.
To start tagging, you need to create an entry.
To create an entry based on text, go to Simplified Text tab and select the text you have identified relevant to create an entry. When the text is selected, click on the + that appears and your entry appears.
When your entry appears, you have three possibilities:
- Click on discard changes to delete this excerpt.
- Click on approve changes to keep this excerpt.
- Click on edit excerpt to modify it (when your entry has been edited, it is indicated on bottom left).
To assure your entry is created and to give your entry an “identity number,” approve changes and save.
Use text entries to help DEEP learn
The Natural Language Processing (NLP) system DEEP is based on learning from text. Favouring text entries rather than screenshots will help DEEP learn!
To create an entry based on an image or infographic, go to the original tab. From this tab, you have different ways to create an entry:
Click on + and create an excerpt based on the original document. You can use this function if you don’t want to tag an infographic or image but prefer instead to describe an infographic or image of your original document. When you click on + the functions are similar to a text entry.
Click on the camera symbol and take a screenshot in your original document (you can enter full screen by clicking on the right symbol to expand and have a better view of the document and better screenshot). The functions to discard, approve changes or edit the excerpt are then similar to a text entry.
In this tab, you can also directly access the external source of the lead.
How do I tag the entry I have created?
When your entry is created (text or image), you can tag it (either directly in the simplified text tab or in the all entries tab) by using the framework that is in the central area of the interface.
Select the entry to tag by clicking on it. In the framework, tick the boxes that match your entry. Possibilities of tagging are organized according to the framework chosen for the project (for more, see the section on framework) and divided by categories.
When you have selected the tags for your entry, click on approve changes in the entry. You can go to the next entry or navigate through the list of entries you have identified for primary tagging. If you don’t want to save the tagging click on discard changes. You can also edit your entry or delete it.
How to add comments to my entries
In the third tab that presents the list of entries (All Entries), you have all the excerpts that you can modify or tag. On the top right of the entry you have access to the envelope button and can track comments and changes relative to this entry or you can add a comment to the entry and assign it to someone.
Save my entries and tags
When you’re satisfied with your entry and have approved changes, click on Save at the top right corner of your screen. You can save it at any time of the process, if you don’t, you might lose changes and not see some of your actions implemented.
After saving, you can still edit your excerpt and change your tags or even delete your entry (by clicking on the bin). You then have to approve changes and save again.
When your primary Tagging is completed, you can click on the Secondary Tagging tab and access the list of your entries and comments related. The same functions for excerpts (discard, approve changes, edit and delete) are available on this page.
To add secondary tags, click on the entry you’re interested in, and select information you think are relevant in the central area of the interface by using the different widgets.
Most options of secondary Tagging are scrolling menus with different propositions or inserts to tick. Once done, click on approve changes to complete your secondary Tagging.
When you’re satisfied with your entry and have approved changes, you can click on “Save” at the top right corner of your screen and your entry is saved ! You can save at any time of the process, if you don’t, you might lose changes and not see some of your actions implemented. After saving, you can still edit your excerpt and change your tags or even delete your entry (by clicking on the bin). Approve changes and save again.
When your tagging is over on a lead, you can click on Finalize (top right of your screen) and mark the source as tagged. The status of the source will change but you still can access the Tagging and add entries. The “Finalized” status is an indicator for your overall project and team advance.