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Filtering Records in Categorization Projects

To make your work with records more efficient, you can apply filters to view records based on your criteria.

Open filtering options by selecting Filter filterfilter on the categorized records page.

To close the filters panel, select Filter filterfilter again.

Note: The categorized records page is the page to the right of Categories. The name of this page is project-specific and reflects what you are categorizing.

Filtering Options

Filter

Description and Options

High-Impact Records

Filter to high-impact records.

High-impact records are those records from which the Tamr model learns the most. After each update of categorization results, Tamr marks new records as being high-impact.

Assignments

Filter by records that are assigned for review and by response.

Options:

  • Not assigned
  • Assigned
    • Everyone responded
    • Some responded
    • No one responded

Categorizations

Filter by records for which reviewers have provided categorization feedback.

Options:

  • No user feedback
  • User feedback
    • Skipped
    • Users suggested single category
    • Users disagreed on categories

Categorized by

Filter by the user(s) who categorized records.

Verification

Filter by verification status of categorizations.

Options:

  • Not verified
  • Verified
    • Agrees with Tamr
    • Disagrees with Tamr
    • No Tamr suggestion

Confidence

Filter by Tamr Core's confidence in its categorization suggestions for each record.

This filters is available only after Tamr Core predicts categorizations.

Options:

  • High
  • Medium
  • Low
  • Custom Range

Comments

Filter by whether reviewers have entered comments for a record categorization.

Assigned to

Filter by the users assigned to review categorizations.

Categories

Filter by category.

Sources

Filter by selected source datasets.

Records meet the filter if they include one or more records from the selected datasets.

Removing Filters

To remove your filtering choices, select Remove closeclose next to Filter filterfilter.


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