Setup Groups

Define document groups for comparative analysis.

Overview

Defines groups of documents that the comparative widgets (Group Counts, Group Statistics, Group Associations, Compare Means, Benchmarking …) then use. Groups can be built from the values of a categorical column, from keyword / regex rules, from concept definitions, or from time periods. It emits the data annotated with Group: columns plus a document × group binary matrix.

Inputs

Data (Table) — bibliographic data.
Concepts (Table) — optional concept definitions to group by.

Outputs

Data (Table) — the input with added Group: columns.
Group Matrix (Table) — document × group binary membership matrix.
Group Summary (Table) — per-group summary statistics.

Controls

Grouping Method — how groups are formed (by column values, keyword/regex rules, concepts, or periods).
Method Options — parameters specific to the chosen method (e.g. the column, the rules, period boundaries).
Include / Exclude — restrict which entities/values become groups.
Group colours — assign stable colours used by downstream plots.
Group Configuration — review and fine-tune the resulting groups.

Actions: Preview Groups (see the result before committing), Create Groups (emit outputs), Browse… (load concept/definition files).

Tips

A document may belong to several groups; the binary Group Matrix captures this overlap for association and intersection analyses.