Curating documents (Domain Experts)

After collected documents are reviewed by the Content Curator, they are typically routed to Domain Experts. Domain Experts use their subject matter expertise to determine whether to exclude documents from the collection's curated document set or whether to classify them, add topics to them, and include them in the collection's curated document set. From time to time, it is also possible that curated or excluded documents are routed back to Domain Experts for recuration.

To curate documents:

1. Log in to IBM® Watson™ Curator as a Domain Expert.
2. From either the Domain Expert tab or the Expert Groups tab, right-click a Review Documents step and select the Move Item to Personal In-basket menu item.

   The Domain Expert tab contains steps that were assigned to all Domain Experts. The Expert Groups tab contains steps that were assigned to expert groups that you are a member of.

   Moving the curation step to your personal in-basket removes it from the view of other Domain Experts and prevents potential collisions, which can occur when multiple people work on the same set of documents. Even if you are the only Domain Expert in your organization, moving curation steps to your personal in-basket can help you to manage your workload and quickly view which steps you are currently working on.

3. From the My Work tab, click the Review Documents step.
   You see the following curation phases.

   Working

   Content that requires your subject matter expertise, classification, and the addition of topics. Working documents might be new documents or they might be new versions of documents that are already in the system.

   Curated

   Content that you included in the collection's curated document set.

   Excluded

   Content that you excluded from the collection's curated document set.

4. From the Working phase view, review each document for relevancy and value to the collection.

   To view a thumbnail of a document as well as document properties, classification and topic values, document provenance, and system properties for the document, click anywhere in the relevant document row except the document title.

   The More menu contains actions that can aid you in reviewing each document.

   Open

   Open the document in the IBM Watson Curator viewer.

   You can view HTML documents, and view and annotate text, PDF, and Microsoft Office documents by using the underlying capabilities of IBM Daeja® ViewONE Virtual.

   Preview

   Open the document in the IBM Case Manager viewer.

   Edit Properties

   View and edit the properties of the document.

   Limitation: You can edit the properties of up to 300 documents at a time.

   History

   View the history of changes that were made to each version of a document. From the History tab, you can filter the actions and events of interest to you. You can also create a CSV report of one version of the selected document.

   Show Versions

   View the different versions of the document. From the Versions tab, you can do a number of things:

   • Open or preview a version of the document

   • Compare two versions of a document

   • Download a version of the document

   • Get a link to a version of the document, which you can share with others

   • Email a version of the document as a link or as an attachment

   Tip: Use the Search filter to search for documents of interest. For example, you might want to review all of the documents that contain a particular term or phrase in their titles. Or you might want to search the content of the documents by combining several terms with search operators. See Content-based search tips for more information about searching.
5. If a document is not of value to the collection, select it and click Exclude. The document is excluded from the collection's curated document set and moved to the Excluded phase.
   Tip: You can also select multiple documents and exclude them all simultaneously.
6. If a document is of value to the collection, take the following actions:
   1. If classification types are defined, classify the document by selecting More > Classify, selecting a classification type, and then selecting one or more existing classification values or adding new classification values for that classification type. Provide values for as many classification types as you want.
      Example: For a cancer-related collection with Type, Subtype, Risk Factor, Treatment, and Symptoms classification types, you might specify the following classification values:

      Type:

      Bone

      Subtype:

      Osteosarcoma

      Risk Factor:

      Inherited genetic syndromes

      Treatment:

      Chemotherapy

      ,

      Radiation therapy

      Symptoms:

      Pain

      ,

      Swelling

      ,

      Fatigue
      Tip: You can select up to 300 documents and classify them all simultaneously with the same values.
   2. Add topics to the document by selecting More > Edit Topics and then selecting at least one topic or adding new topics. Specify topics that are meaningful to users and provide context for them. Other curation team members can also add topics.
      Tip: You can select up to 300 documents and add topics to them all simultaneously with the same values.
   3. Click Include to include the document in the curated document set for the collection. The document is moved to the Curated phase.
      If the document is a new version of a document that is already in the system, you can also choose one of these actions:

      Include and Replace

      Include the document in the collection's curated document set and replace the older version of the document with this newer version. The older version is moved to the Excluded phase.

      Include and Retain

      Include the document in the collection's curated document set and retain the older version of the document as well as this newer version. The two versions co-exist in the collection; the older version is not superseded by the newer version.

      Tip: You can also select multiple documents and include them all simultaneously.
7. If you stop working on this task and then resume working on it at a later time, use the Display filter to pick up where you left off.

   For example, you might want to display only those documents that are unclassified or that do not have topics associated with them. Or you might want to display only new and assessed documents or only unassessed documents. (Assessed documents are new document versions for which a decision was made to replace the prior version or retain it. Unassessed documents are new document versions for which a decision was not yet made.) To return to the default display, select All documents.

   Tip: You can also use the Display filter in conjunction with the Search filter to make searches faster and more efficient. For example, use the Display filter to find all classified documents and then use the Search filter to find documents within that set that have a particular classification value.
8. When you are done, notify the Content Curator that you completed the Review Documents step by clicking Complete on the Work Details page.

   Any documents that you leave in curation become the responsibility of the Content Curator.