Using the Categorization Curator Dashboard

The categorization curator dashboard presents details of Curator actions awaiting completion, the project's user assignments progress, overall record confidence and categorization coverage by category.

Records That Need Attention

The top-left panel shows action items awaiting completion.

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The panel header displays the total number of records that need attention.

Records that need verification

The donut chart on the left shows a breakdown of record categorizations from Reviewers and/or Curators that are not verified.

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Records to verify: The donut header displays the total number of records to verify.

Single category suggested: Records that can be easily verified by accepting the user's suggestion.

Disagreement on categories: Records that have conflicting user suggestions and require a single suggestion to be accepted.

To review record categorizations awaiting verification:

1. On the top-left panel, click Review records to verify.

OR

1. On the top-left panel, click one of the donut segments, Single category suggested or
   Disagreement on categories.

Records that need your categorization

The bar chart on the right shows a breakdown of records assigned to you that you've already completed vs. records assigned to you awaiting your categorization.

To review record assignments awaiting your categorization:

1. On the top-left panel, click Review your open assignments.

OR

1. On the top-left panel, click one of the bar segments, Your open assignments or
   Your completed assignments*.

Record Confidence

The top-right panel shows a plot the average record confidence over time.

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Plot Details

The average record confidence is calculated and plotted each time the Update Categorizations job is run.

Hover over each point to display the average record confidence, total number of verified records, and percentage of time the verified records agreed with Tamr.

To set the time period of the plot:

1. On the top-right panel, click the dropdown box and select one of Year, Month, Week or All time.

Record Categorizations by User

The bottom-left panel shows an overview of all users in the project, showing their open assignments, skipped assignments, and total records they have categorized.

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Open Assignments: The number of assignments without a response.

Skipped: The number of assignments with a response of Skipped.

Categorized: The total number of record categorizations, including completed assignments and unsolicited record categorizations.

Record Categorizations by Category and Tier

The bottom-right panel shows metrics for each category in the taxonomy. For each category, the number of records categorized, average record confidence, and spend (if applicable) are displayed. Average record confidence is defined as the average of the record confidences in each category.

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All leaf categories

A leaf-category count includes only records that are categorized in a leaf category, i.e. it does not include records categorized to a leaf category's parent or grandparent etc.

To display counts by different tiers:

1. Click the dropdown menu, displayed as three vertical dots, and select one of Tier or All leaf categories.

To display total counts or verified only counts:

1. Click the dropdown menu, displayed as three vertical dots, and select one of Totals or Verified.

Searching on the Dashboard

Users and categories can be searched on the curator dashboard of categorization projects.

To search users or categories, use the search bar in each respective section.