Build the information architecture

You have the following ways to build the information architecture for your document collection:

• Create and manage your document and entity templates
• Create and manage your thesauri
• Name your connections

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How to access your options for building the information architecture

To access your settings, click on the gear icon in the top right corner of the site.

You will see the following list of options on the left side, below your settings.

Create and manage your document or entity templates

Templates allow you to collect structured, consistent metadata on your documents. Within each template, you can assign properties of the type:

• text
• numeric
• select
• multi-select
• date
• rich text

For example, you may want to create a document template called "NGO Reports" which will contain properties such as title, date published, NGO author, etc. You will create one document template for each type of document that has a distinct set of property types (or the same set of properties but a different name).

An entity, in Uwazi, is content that is similar to a document in the way it is organised, but does not require a PDF. For example, you may want to create entities in order to include a people, events, courts, or cases in your collection. Like document templates, you can create entity templates for each type of entity you are need.

Under Document types, you can view, edit, and delete existing document templates.

To create a new document template:

1. Click on Add document type under Document types.
2. You will see two default properties: Title, and Date added.
3. Apply property types by dragging them into the designated box.
4. Click Save.

Similarly, under Entities, you can view, edit, and delete existing entity templates. Create new entity templates by following the instructions for creating a new document template (above).

When you add a multi-select property to a template, you will see a field titled Thesauri in which you can select a Dictionary or an entity that you have already created. See the section on managing your dictionaries for more information on how to create these dictionaries.

Create and manage your thesauri

Check here the instructions to create, view and manage your thesauri.

Name your connections

A connection is something that links two pieces of information in your collection. It could link a paragraph to a document, or a word to an entity. All you need to do is name these connections here, then create the connections within your collection.