Reveal Help Center

Notebooks

Concept Topics
Notebooks Screen

You can create a Brainspace notebook to collect documents for a specific subject or for search results. You can also make notebooks public or private, include existing tags, and include trained classifiers in a notebook. Notebooks are not shared across datasets, but public notebooks are shared to all users of the dataset.

Note

When creating a new notebook, an option is provided to add documents to a notebook from a list of document IDs included in a *.csv file.

After opening a dataset in Brainspace, you can open the Notebooks screen from any screen in Brainspace. The Notebooks screen includes the following features:

Notebooks_Screen_Map.png

Callout 1: View the current dataset name or click the dropdown menu to open a different dataset.

Callout 2: View all private and public notebooks in the dataset. All Brainspace users can view and modify the contents of public notebooks in a dataset. Private notebooks can only be viewed and managed by the notebook creator and by Admins. Although you can change a private notebook to a public notebook at any time, you cannot change a public notebook to a private notebook.

Callout 3: View all public and private notebooks created by the current Brainspace user. All Brainspace users can view and modify the contents of public notebooks in a dataset. Private notebooks can only be viewed and managed by the notebook creator and by Admins. Although you can change a private notebook to a public notebook at any time, you cannot change a public notebook to a private notebook.

Callout 4: Click a notebook card to manage its settings and documents.

Callout 5: Search for a notebook name in the dataset.

Callout 6: Create a new notebook.

Notebook Card Information

After you create a notebook, Brainspace adds a notebook card to the Notebooks screen. A notebook card includes the following features:

Notebook_Card_Info.png

Callout 1: View the notebook name.

Callout 2: View the notebook creator, description, and Lucene query information. The Lucene query information is generated automatically in some cases and will be removed if any documents are added to or removed from the notebook.

Callout 3: View the number of documents in the notebook and the date it was last modified.

Callout 4: View the public or private notebook’s status. All Brainspace users can view and modify the contents of public notebooks in a dataset. Private notebooks can only be viewed and managed by the notebook creator and by Admins. Although you can change a private notebook to a public notebook at any time, you cannot change a public notebook to a private notebook.

Callout 5: Edit the notebook’s settings.

Callout 6: Delete the notebook from Brainspace. This will remove the notebook from the dataset, but the documents will remain in the dataset.

Create a New Notebook Dialog

After opening the Notebooks screen and clicking the New Notebook button, the Create a New Notebook dialog will open. The Create New Notebook dialog includes the following features:

Create_a_New_Notebook.png

Callout 1: Enter the notebook name.

Callout 2: Describe the purpose of and any additional important details about the notebook.

Callout 3: Upload IDs from a *.csv file to add specific documents to the notebook.

Callout 4: Change notebook status from private (default) to public. All Brainspace users can view and modify the contents of public notebooks in a dataset. Private notebooks can only be viewed and managed by the notebook creator and by Admins. Although you can change a private notebook to a public notebook at any time, you cannot change a public notebook to a private notebook.

Callout 5: Optionally select existing dataset tags to be highlighted in the notebook.

Callout 6: Optionally select existing classifiers to sort the documents in the notebook.

Task Topics
Create a Notebook

After searching for documents in a dataset, you can add the documents to an existing notebook or create a new notebook for the documents.

To create a new notebook:

  1. Open a dataset in the Analytics Dashboard.

  2. Click the Notebooks tab.

    Notebooks_tab.png

    The All Notebooks screen will open by default.

  3. Click the New Notebook button.

    The Create a New Notebook dialog will open.

  4. Type a notebook name.

  5. Type a notebook description.

    After typing a description, you can make the notebook public and include existing tags used in the dataset, and you can use the IDs from a *.csv file or an existing classifier to add documents the notebook.

  6. Click the Create Notebook button.

    The Notebooks screen will refresh to display the new notebook card.

After creating the notebook, you can add documents to the notebook while using any of the Analytics features in Brainspace and after creating new classifiers. You can edit the notebook setting at any time, and you can remove documents from the notebook in the Notebook dialog.

View Documents in a Notebook

After creating a notebook, you can open it to view and manage its documents.

To view documents in a notebook:

  1. Open a dataset in the Analytics Dashboard.

  2. Click the Notebooks tab.

    Notebooks_tab.png

    The All Notebooks screen will open by default.

  3. Click a Notebook card.

    The notebook’s documents will display in the card viewer with the Overview chart displaying the number of documents included over a given period of time.

After opening the notebook to view its documents, you can edit the tags highlighted in the notebook, use any selected classifiers to sort the documents in the notebook, and click on any document to view it in the Document Viewer.

View Notebook List View

After creating a notebook, you can view its documents and sort them by specific fields, including metadata such as sent date.

Note

The date fields format displayed depends on the date format in the original data.

To view notebook cards in the list view:

  1. Open a dataset in the Analytics Dashboard.

  2. Click the Notebooks tab.

    Notebooks_tab.png

    The All Notebooks screen will open by default.

  3. Click a Notebook card.

    The notebook’s documents will display in the card view.

  4. Click the List View icon.

    Select_Notebooks_List_View.png

You can change the order of the metadata fields displayed, change the column sizes, add metadata fields to or remove metadata fields from the display, and sort by any metadata field. These changes are not preserved when you exit the list view.