AutoFill Keyword Sets, Cascading Data Sets and Keyword Data Sets can be very valuable tools to help users quickly and accurately index documents.
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An AutoFill keyword set is a group of related keywords that provide the ability to automatically assign values to multiple keywords based on the value of a primary keyword. AutoFill keyword sets are an effective tool for increasing the speed and accuracy of indexing, since entry of a single keyword value can be used to populate an entire data entry dialog.
When documents are indexed, if an AutoFill keyword set exists for a primary keyword, the secondary keyword values are automatically assigned to the document. If more than one AutoFill keyword set exists for the primary keyword, the user, depending on the system configuration, may be prompted to select one or more AutoFill keyword sets to assign to the document. See the OnBase Client help files for more information about AutoFill keyword sets.
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A Keyword Data Set is a set of Keyword Values, which limits the values that appear in a drop-down list. Only those values that reside in the Keyword Data Set are displayed in the drop-down list.
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When entering values for a Keyword Type that uses a Keyword Data Set, typing a partial value and selecting the drop-down list will return all Data Set values that begin with the entered value. Disconnected Scanning internally applies a wildcard to the typed value and searches for it in the Data Set.
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A Cascading Data Set functions similarly to a Keyword Data Set, but the Cascading Data Set orders Keyword Types in a way so that they are arranged in a hierarchical way and the data set values for the child Keyword Type depend on the value selected for the parent Keyword Type.
During indexing, the Disconnected Scanning client connects to the Application Server and is able to access in real-time or cache all available Auto-Fill Keyword Sets and cache Keyword Data Sets locally on the Disconnected Scanning workstation.
Unlike AutoFill Keyword Sets and Keyword Data Sets, Cascading Data Sets cannot be cached; they are always accessed in real-time from the Application Server each time they are used.
Once a cache is established, AutoFill Keyword Set and Keyword Data Set information is accessed from the local cache. The cache information will be used until it is cleared. AutoFill Keyword Sets and Data Sets are cached separately.