Filtering to high-impact categorizations

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High Impact Categorizatons

High-impact record categorizations are records which Unify stands to learn the most from. Each time Categorization results are updated new records are marked as being high impact.

High-impact records are the top 1% of ranked records, excluding verified records. The default sort on the "Categorizations" page is by impact.

To filter to high-impact categorizations:

1. Navigate to the "Categorizations" tab of a Categorization project.
2. Click the filter icon on the top left-hand side.
3. Click High Impact under the High Impact Records header.

Filtering to records that need verification

To quickly filter to all records that have received human input but have not been verified by a curator:

1. Click Filter.
2. Click the Needs Verification button

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Needs Verification

Further refine this filter by turning off Users disagree on categories to find records that can be verified to the Top expert suggestion without need for manual review.

To find records that need manual review before verification, turn Users disagree on categories back on and turn off Users suggest single category.

Filtering by Assignment Progress

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Assignment Progress

Not Assigned: No users have been assigned.

Assigned: At least one user has been assigned.

- Everyone responded: All assigned users have responded.

- Some responded: At least one assigned user has not responded.

- No one responded: Zero assigned users have responded.

To filter by assignment progress:

1. Click Filter.
2. Scroll to ASSIGNMENT PROGRESS.
3. Click one-or-more of Not Assigned, Assigned, Everyone responded, Some responded, and No one responded.

Filtering by Response Categorizations

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Response Categorizations

No User feedback: No users have given feedback on the record categorization.

User feedback: One or more users have given feedback on the record categorization.

- Skipped: One or more users did not know what to respond.

- Users suggest single category: All users agreed on the suggestion.

- Users disagree on categories: Two or more users suggested categories or at least 1 user suggested category with a downvote.

To filter by response categorization:

1. Click Filter.
2. Scroll to CATEGORIZATIONS.
3. Click one-or-more of No User feedback, User feedback, Skipped, Users suggested single category, and Users disagreed on categories.

Filtering by Verification Status

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Verification Status

Not verified: All records that have been suggested by Tamr or a Reviewer, but not confirmed by a curator or administrator.

Verified: A record categorization accepted by a Curator or Administrator. Tamr learns from verified categorizations only.

- Agrees with Tamr: The verified categorization agrees with Tamr's categorization.

- Disagrees with Tamr: The verified categorization disagrees with Tamr's categorization.

- No Tamr suggestion: A categorization has been verified, but Tamr has not yet offered a categorization.

To filter by verification status:

1. Click Filter.
2. Scroll to VERIFICATION.
3. Click one-or-more of Verified, Not verified, Agrees with Tamr, Disagrees with Tamr, and __No Tamr suggestion.

Filtering by Confidence

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Confidence

Confidence: A metric used to gauge how sure Tamr is in its categorizations for each record. Note that Confidence filters will only appear after Tamr has predicted categorizations.

1. Click Filter.
2. Scroll to CONFIDENCE.
3. Click one-or-more of High, Medium, Low, and Custom Range
4. If you select custom range, a slider will appear below that allows you to choose a specific range of confidence to filter on. When active, this works together with any other active confidence filters.

Filtering by Comments

1. Click Filter.
2. Scroll to Comments.
3. Click "Has Comments"

Filtering by Assignment User

To filter by assignment user:

1. Click Filter.
2. Scroll to the bottom and click Select users.
3. Select a user and click Update Filter.

Filtering by Category

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Categories

Filtering by category includes both verified and unverified categories.

To filter by category:

1. Click Filter.
2. Scroll to the bottom and click Add category.
3. Select a category and click Select.

Filtering Records by Source

To filter by source:

1. Click Filter.
2. Scroll to the bottom and click Select sources.
3. Select one-or-more datasets.