Selecting Content Elements

Overview

Migrate breaks down your document into simple content elements. These are the content units on which you can set annotations which will guide the conversion to the target format.

Content elements may be nested. For example, a paragraph element may contain span elements. A table element will contain row elements which, in turn, may contain paragraph and span elements.

Example: Selecting Content Elements

Selecting a paragraph content element in a table

From the content panel, click the content element that you are interested in. The innermost content element you clicked on is selected and will now have a green background.

Selecting a row content element in a table

Click the currently selected content element. The selection will expand to include the containing content element, if any. If the current selection was already the outermost content element, the innermost content element at the point you clicked will be selected.

Note: Clicking anywhere in the green box from the previous fig will select the current row.

Selecting an entire table content element

Note: Clicking anywhere in the green box from the previous fig will select the entire table.


Determining Where a Rule Has Applied

Overview

A correct conversion depends on having annotations properly applied to content elements. This requires rule conditions to be accurately specified. The rules editor allows you to see where a rule has applied.

Procedure

  1. From the rules grid, select the rule that you are interested in.

Result

The content panel now shows a green box around all content element to which the selected rule has applied.

The rules grid contains a toolbar for stepping through the hits, taking you in turn to each content element to which the selected rule has applied.

Example: Determining Where a Rule has Applied


Applied Annotations

Overview

A correct conversion depends on having annotations properly applied to content elements. The rules editor allows you to check this.

Procedure

  1. From the content panel, select the content element that you are interested in.

Result

The Element Properties tab is automatically put into view and is updated to correspond with the content element you have selected.

The Annotations section lists the annotations which have applied to the selected content element.

Example: Element Properties

  • The selected element in the content panel has a green background.
  • The selected element’s properties are shown on the right.


Applied Rules

Overview

A correct conversion depends on having annotations properly applied to content elements. This requires rule conditions to be accurately specified. The rules editor allow you to see which rules have applied to content elements.

Procedure

  1. From the content panel, select the content element that you are interested in.

Result

The Element Properties tab is automatically put into view and is updated to correspond with the content element you have selected.

The Annotations section lists the annotations which have applied to the selected content element.

The Applied Rules section lists the rules which have applied to the selected content element.

Example: Element Properties

  • The selected element in the content panel has a green background.
  • The selected element’s properties are shown on the right.


Properties of an Element

Overview

Content elements have associated properties, such as font-size, that have been carried over from the authoring environment. These are important for conversion mapping purposes.

Procedure

From the content panel, select the content element that you are interested in.

Result

The Element Properties tab is automatically put into view and is updated to correspond with the content element you have selected.

The Metadata section shows the selected element’s type, unique id, style, and any conditions that it may have. The Properties section shows all of the properties associated with the selected content that Migrate was able to capture from the source document format.

Example: Element Properties

  • The selected element in the content panel has a green background.
  • The selected element’s properties are shown on the right.


Moving a Test in a Condition

Overview

A rule condition consists of one or more tests which are grouped together logically. You may reorder the tests either to make the condition more readable, or to optimize performance. For example, pattern matching tests are typically less efficient than property tests, so it does make sense to test properties first.

Procedure

  1. In the displayed rules view, double click anywhere on the rule you want to update. This places the rule in edit mode.
  2. Right click on the test you would like to move. The row you selected will be This places the rule in edit mode.
  3. Move the test
    • Click Move up
    • or Move down.

Result

The test has been moved.

Once You Are Done

Although the rule has been updated within the rules editor, the change has not yet been propagated to the portal. To commit the change to the portal, you must save the rule set.


Deleteting a Test From a Condition

Overview

A rule condition consists of one or more tests which are grouped together logically. You may delete a test from the condition.

Procedure

  1. In the displayed rules view, double click anywhere on the rule you want to update. This places the rule in edit mode.
  2. Right click on the test you would like to delete. The row you selected will have a green background highlight.
  3. Click Delete.

Result

The test has been removed from the rule. If the test you suggested was a logical group test or a contains element test, then the entire test including the nested parts will be deleted. You can of course delete just one test inside such a composed test by deleting one of its child rows.

Once You Are Done

Although the rule has been updated within the rules editor, the change has not yet been propagated to the portal. To commit the change to the portal, you must save the rule set.


Adding a Test Condition

Overview

A rule condition consists of one or more tests which are grouped together logically. You may add any number of tests to a rule’s condition.

Procedure

  1. In the displayed rules view, double click anywhere on the rule you want to update. This places the rule in edit mode.
  2. Click on a green plus to choose the type of test you’d like to add.
  3. Fill out the details that are appropriate to the test you selected. See the reference documentation for each test type for more information.

Result

The test has been added to the rule.

Once You Are Done

Although the rule has been updated within the rules editor, the change has not yet been propagated to the portal. To commit the change to the portal, you must save the rule set.


Turning a Rule On or Off

Overview

Individual rules can be turned on or off in Migrate. When a rule is created, it is turned on by default.

Procedure

  1. In the rules grid view, select the Rules tab. You may need to click the left arrow to get to the Rules tab.
  2. Click the rule that you want to turn on or off.
  3. Double click the Status column of the rule. If the rule is on, there will be nothing displayed in this column.
  4. Select the desired option from the drop-down menu that appears.
  5. Click anywhere else on the screen.

Result

The rule has been turned on or off. A rule that has been turned off will have “off” displayed in the Status column in the rules grid. The rule will also be greyed out in the displayed rules area. Although the rule has been updated within the rules editor, the change has not yet been propagated to the portal. To commit the change to the portal, you must save the rule set.


Using Edit Mode

Overview

To edit a rule, enter edit mode by double-clicking anywhere on it in the displayed rules view. In edit mode, there are a few extra things that show up all for the purpose of allowing you to make changes to the various parts of the rule.

  • a green plus symbol allows you to add a condition
  • another green plus allows you to add an annotation
  • fields for providing extra details for each annotation
    • specify cases when the annotation applies with when
    • specify to which element the annotation applies with on
    • specify repeated applications of the annotation with for each
  • OK and Cancel buttons
  • a Delete button to delete the entire rule
  • the left margin has been altered further indicate
  • that the rule is in edit mode

In edit mode, you can change a rule’s: applicability (i.e. paragraph, span, etc.), name. comment, condition and annotations. Simply double-click on whatever you want to change, and options will be displayed. You will notice that anything which you can edit will change to blue when your mouse hovers over it. When you are done, you can press the OK, Cancel to back out of the changes. Clicking OK only updates the rule in the rules editor. It does not save your changes to the portal.