Creating an Index
There are two main ways to create and add files to an index: Before doing either of these: Navigate to “Indexes” and create a new index. This will be where you drop relevant files.
Manual Selection from Catalog
- Navigate to the Catalog tab
- Browse your files using the integrated folder system
- Select the files you want to include
- Click “Add to Index” in the top menu
- Select the index you wish to add the files to and click “Save”
Creating from Search Results
- Use the search interface to find relevant files
- Enter your search query or apply filters
- Review the search results
- Click “Save as Index” in the results view
- Select your chosen Index and click “Save”
Key Features
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Dynamic Grouping: Create flexible collections based on:
- Semantic similarity
- Metadata filters
- Custom tags
- Search results
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Deduplication: Automatic detection and removal of duplicate files:
- Ensures each file appears only once per index
- Maintains data integrity across projects
- Prevents redundant processing
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Traceability: Complete visibility into data usage and lineage:
- Track which files are used in which workflows
- Maintain clear lineage of data usage
- Monitor index changes over time
Best Practices
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Start Specific
- Create focused indexes for specific tasks
- Use clear naming conventions
- Document index purpose and criteria
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Monitor Usage
- Track which projects use which indexes
- Review index contents periodically
- Update criteria as needs change
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Maintain Organization
- Use consistent naming patterns
- Document index purposes
- Archive unused indexes
Indexes are a powerful way to maintain organization as your data grows. Take time to plan your index structure to align with your workflow needs.