The role is displayed on the document list with a circle next to the subject icon:
If a publication belongs to several topics, the publication role is displayed in relation to each topic.
How to set the determination of roles
The role function depends on the topic settings, as the publication role in a particular topic is determined in relation to topic keywords that the user can see highlighted in the document (highlighted with an orange border around the word/phrase). If role is not identified correctly in certain documents, contact your support manager or change the keywords on your own in the Highlighted words section of the topic settings, if you have the appropriate right to edit the topic.
The system determines the role in a publication based on how often at least one of the words mentioned in the topic settings as highlighted words appears in the text of the publication. The algorithm for determining role also includes checking the following: whether at least one of the highlighted words appears in the title of the publication, how many paragraphs the text is divided into and how many paragraphs contain at least one of the highlighted words.
Filter by publications role
You can use a filter to select the documents in the topic according to their role:
The Role filter selects publications by the selected publication role value by topic. If the user has selected more than one topic to view, has selected none, or is in tag view, the filter selects all documents that have the selected publication role value in at least one of the topics to which the filtered publications belong.
Role in exports
If the user has selected 1 topic in the .xlsx export, the publication role data can be received. In addition, role data can be obtained in the .doc report export.