2.2.2. Overview of the entire process

The following example provides an overview of how it works:

  1. Open the dashboard and select the Duplicate Analysis menu item.

  2. Click on the Create Report button.

    -> The page for creating a new report opens.

  3. Fill in the individual points.

    In particular, select the search directory and the target directory.

    Determine the minimum similarity.

    Details can be found at Section 2.2.3, “ Create new report.

    Finally, click on Create report.

    -> The map of the newly created report is displayed. Details can be found at Section 2.2.4, “Report selection”.

  4. Open the report with one click.

    The report page is structured as follows:

    The header contains the name of the report, a filter area and an export CSV button.

    The main area is divided into structure tree [left], results [center] and an overview [right] (will be adapted according to the work on the individual clusters).

  5. Click on a cluster to open it.

    All parts of a cluster start as non-annotated candidates (Main = 0 and Duplicates = 0). There is no main part yet.

  6. Open a cluster by clicking on it. The duplicate buttons are deactivated as long as no main part exists.

  7. Determine a main part (duplicate candidate → main part)

    A candidate becomes the Main Part by:

    • clicks on the annotation button Main Part

      -> The button is filled with the blue base color.

      ->

      or

    • drag & drop the candidate into the main part drop zone.

      Drag the desired candidate into the drag & drop zone

      Drag the desired candidate into the drag & drop zone

      -> The candidate is now Main Part ; i.e. the button is filled in and the Main Part is displayed on the right in the Duplicates area.

      Result: The candidate is now Main Part.

      Result: The candidate is now Main Part.

  8. Assignment of duplicates

    A candidate can be annotated as a duplicate by

    Click on the Duplicate button

    -> The button is filled with the green base color.

    ->

    or by dragging and dropping the candidate onto an existing main part.

    If several main parts exist, a selection list opens to select the target main part.

    In any case, the button is now fully filled in green and the duplicate is displayed on the right in the Duplicates area under the Main Part.

  9. Now proceed in the same way with all other duplicate candidates

    • Several main parts are possible.

    • A main part does not necessarily have to have duplicates.

  10. The aim is for a cluster to be set as completed, i.e. onlycontaining main parts and assigned duplicates.

  11. You can monitor progress at any time in the structure tree on the left.

    The colors in the tree help to quickly find open clusters and to reopen problematic clusters:

    • White = no cluster completed yet

    • Gray = At least one cluster has been completed here, but more still need to be processed.

    • Yellow = There is a ToCheck part here, which must be completed in any case.

    • Green = Everything completed

      But yellow beats green, i.e. if all clusters are completed (green), but there is a "To be checked" part in one of these clusters (yellow), then the folder is marked yellow.

    Details on the structure tree can be found at Section 2.2.5.1, “Structure tree”.

  12. Via Comparison Button can load parts into the comparison at any time .

    Operations in the comparison and in the duplicate analysis run synchronously.

    The compare button of the cluster itself (at the very top) and the one on the right-hand side (master part) replace all parts that are in the part comparison up to that point.

    The comparison buttons in the parts list (duplicate candidates of the cluster) add the respective part individually without deleting the previous ones.

    The basic principles for comparing duplicate parts are the same as for the standard; a few features have been added here:

    • Up to 10 parts can be loaded (only 4 as standard)

    • Parts can be annotated via icons at the top.

  13. By clicking on the Export CSV button, you can then perform an export for all clusters ( All option) or only for intermediate statuses ( Current view option).

    Details can be found at Section 2.2.7, “Export”.

Further information

  • Behavior of duplicates

    • Duplicates can be assigned to another main partusing drag & drop.

    • An annotation can be removed at any time using the recycle bin icon.

  • Behavior of Main Parts

    A main part cannot be dragged directly onto another main part.

    To do this anyway, proceed as follows:

    1. Remove the main part annotation by clicking on the button. This changes the color fill state of the button.

      ->

    2. Then reassign the part.

  • Deleting a main part

    If a main part has no duplicates, it can simply be set to "not annotated".

    If a main part has duplicate children, a dialog with the following options appears:

    • Set all duplicate annotations to not annotated: De-annotate all duplicates

    • Reassign all duplicates to another main part: Assign all duplicates to another main part (only possible if another main part exists)

    buttons Abort deletion or Confirm: Either abort or confirm.

    [Important]Important

    A duplicate must never exist without a main part. For this reason, "silent" deletion is not permitted.

  • To Check Button: Click on the button to annotate the candidate as a part to be checked.

    -> The button is filled with the yellow base color.

    ->

    • You can later filter by parts to be checked.

    • A cluster that contains such candidates cannot automatically reach the Completed state. However, it is possible to set the cluster to Completed manually.

  • 3D comparison

    • Annotations can be made directly in the part comparison. See Section 2.2.6, “Parts comparison”.

    • Duplicate set and 3Dfindit view are always synchronized.

      • Change in the analysis updates the 3Dfindit view

      • Change in 3Dfindit updates the duplicate analysis.