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Document Boundaries – General Details

If you are wondering what are Document boundaries, then go ahead and read this chapter.

When Document Boundaries is selected in the General Options pane, the Properties for the Data Definition’s Document Boundaries are displayed and can be edited.

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Note: Indexing Studio cannot be used with documents with boundaries or with the Hide header option selected. Therefore, Data Definitions with document boundary conditions defined or with the Hide header option selected are not available from within Indexing Studio.

A Document Boundary cannot be created if there are no Document level fields.

Warning. The current Data Definition does not contain any document level fields.

When the above warning is displayed, you must create a Document level field before you can create a Document Boundary and save the Data Definition.

The items shown in the Document Boundaries General Properties pane are described in Table 72.

Table 72. Terminology: Data Definition Document Boundaries General Details

Term

Meaning

Document Boundary options

Hide header (do not show the first page of a document)

Use this option to hide all values on the first page of the document. This is used to index documents which have a header page which you do not want to be stored.

When this option is used with the Boundary Identification Criteria, the first page of each document in a file is hidden.

Note: When this option is selected and a one-page document is Indexed, the document is hidden.

 

Boundary Identification Criteria

None specified (each file will be a separate document)

The Data Definition treats the file as though it were a single document.

Specified criteria will identify the first page of document

The Data Definition treats the file as multiple documents. Each document starts when the defined criteria are met.

Specified criteria will identify the last page of document

The Data Definition will treat the file as multiple documents. Each document ends when the defined criteria are met.

Store each document in a separate file

When cleared and Boundary Identification Criteria are specified, the document is stored as a single document, but is split in to separate logical documents, according to the Boundary Identification Criteria.

When selected and Boundary Identification Criteria are specified, the document is split and stored as separate documents, according to the Boundary Identification Criteria.

Minimum Criteria Requirement

All criteria must be met

All the specified criteria must be met for the Document Boundary to be valid.

Note: This option is not available when None specified (Each file will be a separate document) is selected.

At least one criterion must be met

One or more of the specified criteria must be met for the Document Boundary to be valid.

Note: This option is not available when None specified (Each file will be a separate document) is selected.

Add Criteria Button

Use this button to add criteria to define the document boundaries.

Note: This option is not available when None specified (Each file will be a separate document) is selected.

Please select a field to be used

Select the Data Definition’s Index field to be used to define the Document Boundaries.

Note: This option is only available when Add Criteria is clicked. Page-level Index fields are not displayed in the drop- down list.

Has the value

Defines the criterion as the selected field with a specific value. For example, if there were an Index field named Page, the criterion could be defined as Index field Page Has the value 1.

Note: This option is only available when Add Criteria is clicked.

Does not have the value

Defines the criterion as the selected field does not have the specified value.

Note: This option is only available when Add Criteria is clicked.

Has a different value to the previous page

Defines the criterion as the selected field has a value which has changed since the previous page. For example, if there were an Index field named Company name, the criterion could be defined as Index field Company name Has a different value to the previous page.

Note: This option is only available when Add Criteria is clicked.

Has a different value, excluding values that are missing

Defines the criterion as the selected field has a value which has changed since the previous page but ignores a missing field. For example, if there were an Index field named Company name which was displayed on the first page of a statement only, the criterion could be defined as Index field Company name Has a different value, excluding values that are missing.

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Clear All Criteria Button

Deletes all criteria which have been defined for the Document Boundaries for this Data Definition.

When Add Criteria is selected, click on Please select a field to be used. A drop-down list of the Index fields for the Data Definition is displayed. Select a field to be used as a criterion for the definition of the Document Boundary.

Click on Choose the type of criteria. A drop-down list of conditions the Index field can match is displayed. Select a condition to be used with the Index field for the definition of the Document Boundary.

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