Tamr Documentation

Categorizing Records

Reviewers work independently and collaboratively to identify the most accurate categories for records.

Tamr suggests categories for each of the records in a categorization project. The Categorization column on the categorized records page shows the suggestion followed by an indication of the level of confidence for the suggestion: H (high), M (medium), or L (low).

The category Tamr suggests for each record.The category Tamr suggests for each record.

The category Tamr suggests for each record.

Records that have a lightning bolt icon are called "high-impact" records. Your feedback on these records provides the most help to Tamr for improving the suggestions made in the future.

To help categorize each record correctly, you provide feedback by:

  • Upvoting Tamr suggestions when you agree
  • Downvoting Tamr suggestions when you disagree
  • Suggesting a new category

You can also create a comment.

Some records may already have feedback from your colleagues. You can investigate this feedback and provide your own evaluation.

Reviewing Assigned Records

To review records assigned to you:

  1. Navigate to the categorized records page in a categorization project by selecting the option to the right of Categories. (The name of this page is project-specific and reflects what it is you are categorizing.)
Selecting the records page in a Categorization project.Selecting the records page in a Categorization project.

Selecting the records page in a Categorization project.

  1. Optionally, filter to your assigned records. Typically, each reviewer is assigned a small subset of the records in the dataset.
  2. Optionally, use the Configure Table option at the bottom of the page to configure column visibility.
  3. To review details about a record, including the feedback provided by other team members, select the >> icon next to the category suggested by Tamr. The Details panel opens on the right.
    In the example that follows, the details show that the Tamr categorization was upvoted by one colleague, and a different categorization was suggested and upvoted by other colleagues. Comments and other information about the record also appear.
Selecting >> for a record opens the Details panel.Selecting >> for a record opens the Details panel.

Selecting >> for a record opens the Details panel.

In this example, note also that because a team member suggested a different category than the one suggested by Tamr, "(+1 other)" appears next to that category name.

Labeling a Record

Options on the records page allow you to provide feedback on record labels one at a time or in bulk.

To label an individual record:

  1. Navigate to the categorized records page in a categorization project.
  2. To upvote the category Tamr suggests for a record, click the up arrow icon for that record.
    When a record is upvoted, the vote counter to the left of this icon changes by +1.
Upvote the category suggested for a single record.Upvote the category suggested for a single record.

Upvote the category suggested for a single record.

  1. To downvote the category Tamr suggests for a record, click the down arrow icon for that record.
    When a record is downvoted, the vote counter to the left of this icon changes by -1.
  2. To specify a different category, move your mouse over the left edge of a record and select it by checking the checkbox, then select New Categorization above the table.
Suggesting a new category for a record.Suggesting a new category for a record.

Suggesting a new category for a record.

The Details panel also includes a New Categorization option.

To label multiple records with the same feedback:

  1. Navigate to the categorized records page in a categorization project.
  2. Move your mouse over the left edges of the records and select them by checking their checkboxes.
  3. Select the Upvote, Downvote, or New Categorization option above the table.
    Tamr updates the vote counter or other suggestion counter with your feedback.
Labeling multiple records with Downvote.Labeling multiple records with Downvote.

Labeling multiple records with Downvote.

If you wish to skip the records, use the Skip option.

Creating a Comment

You can use the comment feature to provide a rationale for your feedback, ask a question, suggest reassignment to another expert, and so on.

To comment on a record:

  1. Navigate to the categorized records page in a categorization project.
  2. Move your mouse over the left edge of a record and select the Comment icon. The Details panel opens to the Comments tab.
Adding a comment to a record.Adding a comment to a record.

Adding a comment to a record.

Tip: You can only enter a comment for one record at a time.

  1. Write a comment, and then select Add Comment or use the Enter or Return key on your keyboard. The comment icon remains visible for any records that have a comment.

Updated a day ago


Categorizing Records


Reviewers work independently and collaboratively to identify the most accurate categories for records.

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.