A project is a collection of documents and rules to annotate documents manually or automatically.
Create a new project
Once you have signed up and you have a user account, you are ready to create a new project.
1Set the name for your project.
2Set an optional description for your project. Moreover, each project has a Guidelines section where you can go into detail about the characteristics of your project.
If you selected some machines when you created your project, you probably want to start importing text to tagtog. Otherwise, you need to configure the project's settings either to annotate manually or automatically.
You can write the annotation guidelines for you or your team. It should define what and how to manually annotate. The more clear it is, the better the annotations and the training data you can generate.
Edit you turn on the mode to edit the guidelines. Clicking on
View you are on the preview mode and you can see the results of your changes. Once it is ready, just save it .
Only users with admin role (or a custom role with enough permissions) can edit the guidelines.
Here you select which sections you want to manually or automatically annotate in supported scientific papers (papers should be imported in XML format. Here is the list of supported XML formats). The available sections are:
Introduction & Background,
Materials & Methods,
Results, Conclusion & Discussion,
Other. The sections not selected will be grayed out in the editor and manual annotations disabled.
You can also select how to annotate
Figures & Tables as in
To disable manual annotation, uncheck each section. Users will be able to read text in the editor as usual, however manual annotation won't be possible.
Here you should define what type of information you want to annotate manually or automatically. Meaning, which type of information you want to identify or annotate in text. You achieve this by defining
Entity Types (a.k.a. Entity Classes).
You must add one or more entity types. Each entity is defined by a
description (optional) and
color. For example in the project in the picture above we want to extract vehicle information and for that we have created entity types to annotate vehicle parts (
vehiclePart), vehicle types, (
vehicleType) and vehicle model (
vehicleModel). In order to easily identify the entities in the text, we will assign to each entity type a color.
As soon as you create one entity type, this will appear in the
Dictionaries panel. Each entity type can have associated one or more dictionaries (Dictionary format). From here you can upload, replace or download dictionaries.
As an example of dictionary, let's use the entity type
vehicleModel. For example,
Volkswagen Golf 7,
Golf Mk7 and
Golf VII all identify the same canonical or unique object, this object can be identified with an ID, e.g.:
VWGOLF7. Let's create our entry in the dictionary:
When you create a dictionary, you don't need to cover cases as plural, tenses, etc. tagtog uses the dictionary entries and applies grammar rules to identify potential entities doing such modifications for you.
In order to upload a dictionary, you first need to create a dictionary. Click on
New Dictionary under the entity type name and Save it. Two options will show up:
Download Dictionary and
Upload/Replace: you can use this option to upload a dictionary file. If the file was uploaded previously, it will be replaced with the new dictionary. Once you uploaded a dictionary, all new text imported is annotated automatically following the dictionary rules.
Download: you can use this option to download the dictionary being used in tagtog to your computer. This is very useful to make large edit operations and later replace the existing dictionary.
Dictionaries are automatically updated if a user adds new normalizations using the web editor. More information.
You can annotate relations in text. For that you must first create a new
Relation Type by clicking the
New Relation Type button. After just choose two Entity Types, those types you want to identify relations for. Optionally you can add a
description for the relation. For example, a new relation type between vehicle parts and vehicle models.
Currently you cannot extract relations in text automatically. However, as a workaround, you can extract the entities automatically and based on the distance in text, infer a relation.
Labels used to mark the documents or text you import. It is another type of annotation, but affecting the whole document.
To create a new Document Label, click on the button
New Document Label. Then, write a
name for the label (required),
type (required) and
You can create different types of Document Labels:
||The simplest label. Basically you mark the document as
||One or more words describing a document. This is particularly handy whether you don't have a specific list of options or if you do, it might change often. e.g. which disease is related to this clinical profile?|
||list of options which can describe a document. In this case the options should be written in the description of the label separated by commas. e.g. severity of the error report could be: low, medium, high or critical.|
Once saved, you can start using them on the web editor.
Soon you will be able to generate document labels automatically within tagtog. Now, as a workaround, you can infer the document label based on the entities extracted automatically.
Labels used to add attributes to existing entities. It is usual some attributes make sense only to some entity types (e.g. gender for person, not for city), you can assign an entity label to one specific entity type or all entity types.
To create a new Entity Label, click on the button
New Document Label. Then, write a
name for the label (required),
entity type you want to assign the label to (required), and a
You can create different types of Entity Labels:
||The simplest label. Basically you mark an entity as
||One or more words describing an entity. This is particularly handy whether you don't have a specific list of options or if you do, it might change often. e.g. you can add comments to entities.|
||list of options to describe an entity. In this case the options should be written in the description of the label separated by commas. e.g. if you are processing CVs you could add an entity label to the entities identifying skills. This enum entity label
By default, the new entity labels will be assigned to all entity types. Otherwise, you can choose or filter an entity type from the list of entity types.
Once saved, you can start using them on the web editor. When you add a label to an entity, remember that only those labels related to the entity type of the entity will show.
Soon you will be able to generate entity labels automatically within tagtog.
The webhooks are useful to integrate tagtog within your system. Only users with the role
admin (or a custom role with enough permissions) can see/edit these project settings.
You can define webhooks to notify automatically an external system after a specific event in tagtog or API.
These events are:
|Import new document||A notification is sent when the user uploads a document.||
|Save document||A notification is sent when the user saves a document.||
When any of those events is triggered, we'll send a HTTP POST payload to the webhook's configured End Point URL.
We also send information in the delivery HTTP headers for you to better process the event:
||Source of the event. Possible values:
||Type of event. Possible values:
This is the required information to configure a webhook:
|End Point||URL pointing to the external system|
|Format||Format of the payload to be sent to the End Point. Currently you can select:
|Only GUI trigger||Check it if you want only GUI changes to trigger the webhook. Leave it unchecked if you want that both, API and GUI changes, trigger the webhook.|
These are the annotations that are created automatically while you are manually annotating a document. For example, if you annotate the gene:
BRA2. All the mentions of
BRA2 in this text will be automatically annotated (more information on pre-annotations).
In this panel you can decide which are the default settings for pre-annotations: pre-selections, pre-deselections and their case sensitivity. You can always change these settings on the web editor for specific documents.
Machine Learning (tagtog ML)
Each time you press the button
Confirm in the annotation editor, in the background, a tagtog machine learning model is being trained with all the project documents confirmed. Next time you upload a new document, this model can predict new annotations based on this model. You can remove or add new annotations to continue training the model and get more accurate results.
If activated, tagtog machine learning will start annotating automatically from the first document confirmed. No deployments or complex configurations are required, just by annotating you can train a use a tagtog machine learning model.
If you don't want to use tagtog machine learning, deactivate this option.
More information on how tagtog ML works.
Check this option to annotate directly over the native PDF document. This web interface only works with PDF files. If this option is unchecked, only the plain text stripped from the PDF is annotatable.
Take into consideration that if the PDF file is imported with the option unchecked, only the plain text version will be available for annotation. If you import the file with this option checked, both versions will be available: the native PDF annotation and the plain text annotation when the option is unchecked.
Find more information of the PDF annotation tool here.
In this panel, project admins (or a custom role with enough permissions) can invite and manage project members. All added project members will be able to collaborate in the same project-scoped annotation task. See for more info about roles and collaborative annotation.
Add members & teams to your project
To add a new member: 1) simply write the tagtog username, or their email associated to their tagtog account, or any email address (for those who don't have an account in tagtog yet) in the input box, 2) choose the role, and 3) click on Add Member. Once added, those emails who don't have an account at tagtog yet, will receive a link to create an account and join the project. Already existing users will receive an email notification.
To add a new team (and its users/members): just write the team's name in the input box, and add it. Everything works the same as when adding individual members.
Update members & teams in your project
At any time, you can change the role of an individual member or of an entire team. To do so, just click on the member/team's role, and select in the shown dropdown the desired new role.
When you change the role of a team, you change the role of all its users. Additionally, if desired, you can change the role of the team users independently. This will allow you to set all the team's users to share some equal role (say "curator"), but a few of them, which might have different roles (say "supercurator").
Delete members & teams from your project
To delete an existing project member (or project team) just click on its associated removal button x. You will be asked in a 2nd-step dialog to confirm that you do want to delete the project member.
Important: the removal of project members/teams cannot be undone! Please make sure you have downloaded their annotations before, or that you have merged their annotations into the
Task distribution (document assignment)
With this feature, you can automatically distribute (assign) uploaded documents to selected project members. For example, if you choose that each document is assigned to 1 single annotator, every uploaded document will be randomly assigned to only one of the annotators. Otherwise, for example, if you choose 2 annotators, every uploaded document will be randomly assigned to 2 annotators; that is, every document will have to be annotated by at least 2 annotators. You can choose between different flows to annotate documents in your group. Find here the options.
Annotating the same document by 2 or more members is recommended to increase the overall quality of your annotation project. Using it, tagtog compares the annotations from different annotators to calculate their level of agreement (inter-annotator agreement) automatically, a good indicator of quality. For more information about quality management at tagtog, go here.
To start task distribution, first you need to enable the feature. Then:
1Select the members you want to distribute documents to (the system only distributes documents to these users).
2Select the number of annotators per document (how many of the selected users will annotate each document).
By default, task distribution is turned off. This means that uploaded documents do not get distributed. When task distribution is not active, members see the
master version automatically when they open a document. Once the task distribution is active (number of annotators per document is 1 or more), members will see their own version of the annotations when they open a document.
When task distribution is active, project members see by default the special search
filter:TODO (in the tab Documents). This view lists the documents that have not been confirmed yet by the logged annotator.
Here you can set data requirements for your annotation tasks. These are enforced by tagtog to ensure your annotations comply with your data quality policies.
Only users with the role
admin can see/edit these project settings.
There are different types of requirements available:
Required labels on file upload
You can upload files with predefined document labels. By default, no document label is selected. You can select one or more document labels if you want to ensure that always a file is uploaded using the GUI, these labels are defined.
Only users with the role
admin can see/edit these project settings.
Export the project's settings (entity types, relation types, entity labels, document labels, etc.) as a JSON file to reuse as a template on new projects.
Import another project's settings. This will overwrite your current settings and remove all your project's documents. This should be applied solely on new projects.
Edit Project Description
You can change the description of your project at any moment. Just type the new description and click on Save.
Change Privacy Settings
Remove a project
To remove a project, go to its Settings > Admin. Click on the
Delete Project button. Please notice that removing a project will remove all the documents within the project.
Your project has also a tab “Downloads” to… download stuff 😉. Depending on your role in the project, and whether the project is public or private, you will see different actionable buttons.
In particular, with the button
Download All Documents (and their annotations) you can download as a Zip file all your project’s documents and their annotations (in anndoc format). This button is available only to project admins in private projects. It is available to all logged-in users in public projects.
Moreover, an analogous button
Download as Zip is present in all document searches and folders (“Documents” tab) to download as Zip the subset of documents that match the search.
Projects in tagtog are either public or private. You can change your private project to public or your public project to private in the Admin Settings of your project.
Public projects are open projects. Share your data with the entire world (Cloud) or across your organization (OnPremises). Give to your dataset transparency and visibility. It is also a good opportunity to attract other people to collaborate with you to build or maintain open datasets. In public projects:
Anyone can see its documents and annotations (read-only).
Only registered users can download documents or annotations using the UI or the API.
Only the project members can make changes.
In private projects , documents and annotations are kept private:
Each private project is only visible to its members.
Only project members can make changes.