Filtering Clusters

Filtering Clusters and Records by Source

When you arrive at the Clusters page, the records summary header shows up directly above the table that lists records. The records summary lists the number of high-impact clusters. You can also filter to high-impact clusters. High-impact clusters are those that Tamr users for its active learning.

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Two Source Filters

There are two source filters, one for clusters on the left-hand-side (LHS), and one for cluster records on the right-hand-side (RHS).

Filtering clusters on the left-hand-side causes the right-hand-side records to filter also. The converse is not true, i.e. filtering records on the RHS does not filter the clusters on the LHS. This allows one to review clusters, whilst toggling various source filters on the records without affecting the filtered state of the clusters.

Filtering Clusters by Source

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Clusters, when filtered by source, contain at least 1 record from the selected source(s).

1. Navigate to the "Clusters" page of a Mastering project.
2. On the left-hand-side panel click Filter.
3. At the bottom of the filter pop-out, click "Select sources" and select one-or-more sources from the modal.
4. The filter icon will appear blue when filters are on. You can remove the current filter by clicking Filter and deselecting the source(s), by clicking Filter and choosing clear all, or clicking the x next to Filter.

Filtering Records by Source

1. Navigate to the "Clusters" page of a Mastering project.
2. On the right-hand-side panel click Filter.
3. At the bottom of the filter pop-out, click "Select sources" and select one-or-more sources from the modal.
4. The filter icon will appear blue when filters are on. You can remove the current filter by clicking Filter and deselecting the source(s), by clicking Filter and choosing clear all, or clicking the x next to Filter.

Filtering Clusters by Confidence

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Cluster confidence (intra-cluster similarity) is a measure of how similar the records within the cluster are to one another.

To filter clusters by confidence:

1. Navigate to the "Clusters" page of a Mastering project.
2. On the left-hand-side panel click Filter.
3. Select 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.
5. The filter icon will appear blue when filters are on. You can remove the current filter by clicking Filter and choosing clear all, or clicking the x next to Filter.

Filtering Clusters and Records by Locks

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Two Lock Filters

There are two lock filters, one for clusters on the left-hand-side, and one for cluster records on the right-hand-side.

Filtering Clusters by Locks

1. Navigate to the "Clusters" page of a Mastering project.
2. On the left-hand-side panel click Filter.
3. Select one-or-more of All Records Locked, Some records locked, and No records locked.
4. The filter icon will appear blue when filters are on. You can remove the current filter by clicking Filter and choosing clear all, or clicking the x next to Filter.

Filtering Records by Locks

1. Navigate to the "Clusters" page of a Mastering project.
2. On the right-hand-side panel click Filter.
3. Select one-or-more of Not locked, and Locked.
4. The filter icon will appear blue when filters are on. You can remove the current filter by clicking Filter and choosing clear all, or clicking the x next to Filter.

Filtering Clusters and Records by Changes Since Last Publish

Note that published clusters must exist before filtering based on cluster membership changes.

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Two Change Filters

There are two changes since last publish filters, one for clusters on the left-hand-side, and one for cluster records on the right-hand-side.

Filtering clusters by changes that have occurred since the last publish

1. Navigate to the "Clusters" page of a Mastering project.
2. On the left-hand-side panel click Filter.
3. Select one-or-more options from the list under "Cluster Changes Since Last Publish".
4. The filter icon will appear blue when filters are on. You can remove the current filter by clicking Filter and choosing clear all, or clicking the x next to Filter.

Filtering records by changes that have occurred since the last publish

1. Navigate to the "Clusters" page of a Mastering project.
2. On the right-hand-side panel click Filter.
3. Select one-or-more options from the list under "Record Changes Since Last Publish".
4. The filter icon will appear blue when filters are on. You can remove the current filter by clicking Filter and choosing clear all, or clicking the x next to Filter.

Filtering Clusters Using Quick Filters

Note that published clusters must exist before the "Clusters with changes" quick filter will work.

To use quick filters for clusters:

1. Navigate to the "Clusters" page of a Mastering project.
2. On the left-hand-side panel click Filter.
3. Select My open assignments or Clusters with changes.
4. The filter icon will appear blue when filters are on. You can remove the current filter by clicking Filter and choosing clear all, or clicking the x next to Filter.