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Document Groups

Document Groups allow you to organize your library into logical collections, making it easier to manage large document sets and focus research on specific topics.

Document Groups View

What are Document Groups?

Document Groups are: - Collections of related documents - Project-based organization tools - Research contexts for focused analysis - Shareable document sets - Dynamic collections that can be modified

Creating Groups

Via Web Interface

  1. Navigate to Documents tab
  2. Click "Create Group" button
  3. Enter group name and description
  4. Click "Create" to save
  5. Group appears in groups list

Via CLI

# Create a new group
./maestro-cli.sh create-group [username] "Group Name"

# With description
./maestro-cli.sh create-group [username] "Group Name" --description "Description"

Group Properties

Each group has: - Name: Descriptive title - Description: Purpose and contents - Document Count: Number of documents - Created Date: When established - Last Modified: Recent changes - Owner: Creator username

Managing Groups

Adding Documents to Groups

Single Document

  1. Select document in library
  2. Click "Add to Group" button
  3. Choose target group(s)
  4. Click "Add" to confirm

Batch Addition

  1. Select multiple documents
  2. Click "Add to Groups"
  3. Select one or more groups
  4. Apply to all selected

During Upload

  1. Start document upload
  2. Select "Add to Group" option
  3. Choose existing group
  4. Documents automatically added

Removing Documents

Individual Removal

  1. Open group view
  2. Select document to remove
  3. Click "Remove from Group"
  4. Document remains in library

Batch Removal

  1. Select multiple documents in group
  2. Click "Remove Selected"
  3. Confirm removal
  4. Documents stay in main library

Group Operations

Viewing Group Contents

Group Documents

Group view shows: - Document List: All documents in group - Group Statistics: Count, size, types - Quick Actions: Add, remove, export - Search Within Group: Focused search - Sort Options: Organize display

Editing Groups

Rename Group

  1. Click group name or edit icon
  2. Enter new name
  3. Press Enter or click Save
  4. Name updates everywhere

Update Description

  1. Click description area
  2. Edit text
  3. Save changes
  4. Description updates

Deleting Groups

Delete Empty Group

  1. Select empty group
  2. Click "Delete Group"
  3. Confirm deletion
  4. Group removed

Delete Group with Documents

  1. Select group with documents
  2. Click "Delete Group"
  3. Choose option:
  4. Keep documents in library
  5. Delete documents too
  6. Confirm action

Using Groups in Research

Research Context

Groups provide focused context: - Chat Interface: Select group for context - Missions: Limit research to group - Writing Mode: Use group as reference - Search Scope: Search within group only

Group Selection

Group Selection in Research

In research interfaces: 1. Click "Select Group" dropdown 2. Choose relevant group 3. Research limited to group documents 4. Clear to use all documents

Benefits of Groups

  • Focused Research: Relevant results only
  • Faster Processing: Smaller search space
  • Better Accuracy: Reduced noise
  • Project Isolation: Keep research separate

Group Organization Strategies

By Project

Create groups for each project: - "Q1 2024 Research" - "Product Development" - "Competitor Analysis" - "Grant Proposal"

By Topic

Organize by subject matter: - "Machine Learning Papers" - "Climate Change Studies" - "Market Research" - "Technical Documentation"

By Source

Group by document origin: - "Internal Reports" - "Academic Papers" - "Industry Publications" - "Government Documents"

By Time Period

Temporal organization: - "2024 Documents" - "Historical Archive" - "Current Quarter" - "Weekly Updates"

Advanced Features

Group Hierarchies

While not directly supported, simulate with naming: - "Project/Subproject" - "Department - Team" - "Year/Month" - "Category::Subcategory"

Group Templates

Create standard groups: - "Research Template" - "Client Project Template" - "Literature Review Template" - Copy and customize

Shared Groups

Share groups with team: - Export group document list - Share group ID for access - Collaborative research - Permission management (admin only)

Group Analytics

Usage Statistics

View group metrics: - Access Frequency: How often used - Document Turnover: Addition/removal rate - Search Activity: Queries within group - Mission Usage: Research missions using group

Performance Metrics

  • Average Document Size: In group
  • Processing Status: Completion rate
  • Search Performance: Query speed
  • Storage Usage: Disk space used

Best Practices

Naming Conventions

  1. Descriptive Names: Clear purpose
  2. Consistent Format: Standard structure
  3. Date Prefixes: For temporal sorting
  4. Project Codes: For identification
  5. No Special Characters: Avoid issues

Group Maintenance

  1. Regular Review: Remove outdated documents
  2. Update Descriptions: Keep current
  3. Archive Old Groups: Don't delete, archive
  4. Merge Similar: Combine related groups
  5. Document Changes: Track modifications

Optimal Group Size

  • Small (5-20 docs): Quick searches
  • Medium (20-100 docs): Balanced performance
  • Large (100-500 docs): Comprehensive research
  • Very Large (500+ docs): Consider splitting

Import/Export

Exporting Groups

  1. Select group to export
  2. Click "Export" button
  3. Choose format:
  4. Document list (CSV)
  5. With metadata (JSON)
  6. Documents + list (ZIP)
  7. Download file

Importing Groups

  1. Prepare document list file
  2. Click "Import Group"
  3. Upload list file
  4. Map fields if needed
  5. Create group with documents

Troubleshooting

Documents Not in Group

  • Verify addition completed
  • Check document status
  • Refresh group view
  • Check permissions

Can't Create Group

  • Check user permissions
  • Verify unique name
  • Check character limits
  • Clear browser cache

Group Not Appearing

  • Refresh page
  • Check filters
  • Verify creation success
  • Check user access

Performance Issues

  • Reduce group size
  • Archive old documents
  • Optimize searches
  • Check indexing status

CLI Group Management

List Groups

./maestro-cli.sh list-groups [username]

Add Documents to Group

# Documents are added to groups during ingestion
./maestro-cli.sh ingest [username] /path/to/documents --group [group_id]

Group Management

Note: The CLI currently supports creating and listing groups. Document-to-group associations are managed during the ingestion process. For removing documents from groups or deleting groups, use the web interface or direct database operations.

Tips for Success

  1. Start Small: Create focused groups
  2. Document Purpose: Clear descriptions
  3. Regular Cleanup: Remove irrelevant documents
  4. Use in Research: Select groups for context
  5. Share Knowledge: Export useful groups

Next Steps