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Using the graph

This page describes the different tools provided for working with the graph in PaperScope.  These tools enable the user to navigate and manipulate the graph, as well as allowing them to expand the graph, search for papers of interest, and hide papers that are considered not relevant.  Using the graph in PaperScope is relatively straightforward but can take some practice to get right.  All of the graph editing, manipulating, and searching tools are covered on this page.

Quick Links:

Mouse Controls for Viewing Graph
  • Zooming in/out - right click and hold on any empty part of the graph and drag the mouse down to zoom in, or drag it up to zoom out
     
  • Panning left/right/up/down - left click and hold on any empty part of the graph and drag the mouse to pan around and move the graph
     
Mouse Controls for Nodes
  • Center graph on a node - left click and release on any node to center the graph on this node
     
  • Move a node - left click and hold on a node, then move the mouse to move that node to a new location
     
  • View Paper information as pop-up - hold the cursor over a node and the paper information will pop-up
     
  • Main node menu - right click and release on a node to open the main menu for that node
    • "Expand All" - this will run an ADS query on the selected paper. Once it completes the paper's reference papers and citation papers will be displayed on the graph as nodes. The new nodes are checked against ones that already exist on the graph, and if any match then links are added as required. Remember that this query can take up to 15 seconds.
    • "Expand References" - this will run an ADS query on the selected paper and display that paper's reference papers on the graph as nodes.
    • "Expand Citations" - this will run an ADS query on the selected paper and display that paper's citation papers on the graph as nodes.
    • "Hide Paper (and all children)" - this will hide the selected node and all of its children (reference and citation nodes) that are not connected to other papers.
    • "Hide References" - this will hide the reference nodes of the selected paper that are not connected to other papers
    • "Hide Citations" - this will hide the citation nodes of the selected paper that are not connected to other papers
    • "View Abstract in Browser" - this will open the abstract for the selected paper in your web browser (you may have to have a browser window already open)
    • "View Paper Information" - this will open a window displaying the selected paper's basic information (you can also add comments about this paper)
    • "View or Edit Paper Comments" -  this will open a window where you can enter or view comments about this paper
       
Search Tools

  • Search Box - At the bottom left of the graph view there is a text box where you can enter keywords.  All text entered into the search box is automatically queried across all the papers on the graph, and any nodes that contain the keywords will change color to pink (see Node Color Scheme below), and the number of papers that match will be listed.  The search engine has an index of all the papers on the graph covering their titles, authors, journal, and date.  The search engine will interpret boolean operators that are entered in all capital letters (i.e. the phrase "dark AND matter" will highlight all papers containing both the words "dark" and "matter"). 

    When expanding the graph any terms in the search box will automatically be run on all the new nodes added.  Clearing the text in the search box will remove the highlighting.
     
  • Citation Counts > - At the bottom right of the graph view is a tool for highlighting papers based on their citation count.  Enter a number into the text field and click the 'Go' button, and all papers with citation counts higher than the number you submitted will be given red borders (See Node Color Scheme below).  To clear the citation count highlight simply click the "Clear" button.

    Citation count highlighting will automatically be run an any new papers added to the graph by expanding a node.
     
Node Color Scheme

 

Reference Node - blue
Citation Node - green
Focus Node - yellow (a paper that has been queried/expanded)
Search Highlighted Node - pink
Citation Count Highlighted Node - red border
Comment Highlight Node - red text
Search and Citation Highlighted Node - pink node with red border

 

Advanced Graph Tools

There is an option in the 'Tools' menu in the top left corner of PaperScope for 'Advanced Graph Tools'.  Clicking on this will give you a window presenting a number of useful tools for hiding/displaying nodes based on more advanced criteria (image below).  NOTE: These tools are only run when you click the button, and are not automatically run when expanding the graph.  In order to maintain a consistent view these tools should be rerun after expanding any nodes o the graph.

NOTE: These tools will only hide non-Focus papers (i.e. papers you haven't queried/expanded)  This is to ensure the graph remains readable.

  • Hide Papers with a citation count lower than - Enter a number in the box and click the 'Go' button to hide all papers with fewer citations than the number provided
  • Hide Papers with a citation count higher than - Enter a number in the box and click the 'Go' button to hide all papers with more citations than the number provided
  • Hide papers published before year - Enter a year in the box and click the 'Go' button to hide all papers published before the year provided
  • Hide papers published after year -Enter a year in the box and click the 'Go' button to hide all papers published after the year provided
  • Hide papers not meeting search criteria - This will hide all the papers that do not contain the keywords in the Search box
  • Hide papers with fewer than 2 links to other papers on the graph - This will hide all papers that are not related to at least two of the focus papers.  Useful for eliminating peripheral papers from the view.
  • Hide papers that do not have user comments - Hides all papers that do not have comments.
  • Show all hidden nodes - Reveals all the hidden nodes on the graph


 

Graph Layout

In the 'Tools' menu at the top left corner of PaperScope there are two important tools labelled 'Save Graph Layout' and 'Load Graph Layout'.

  • Save Graph Layout - Saves the X and Y coordinates of all the nodes on the graph.  If you move the nodes around on a graph to achieve a desired readability it is useful to save the layout to go back to later.
  • Load Graph Layout - Loads the last saved layout of this graph.  If no layout has been saved then all the nodes revert to X and Y coordinates of 0,0.  If after loading the layout you do not see the graph trying zooming out and looking around.
     
Updating a Graph

In the 'Tools' menu at the top left corner of PaperScope there is an option labelled 'Update Graph'.  Clicking this option will cause PaperScope to rerun the queries for citation lists on all the focus papers on the graph.  Any new papers found on the citation lists will be added.
 

General Tips

Dealing with a cluttered graph

  • When expanding a node trying zooming out after clicking the "Expand ..." option.  The new nodes will be added to the graph to utilize the extra space available, thereby keeping the graph from getting cluttered.
  • Zoom out and click on any node to force the graph to change its layout and use the extra space
  • Use the 'Advanced Graph Tools' regularly to hide papers you are not interested in
  • If you think you are done expanding the graph for awhile try moving the nodes around to organize them and then save the layout.  This way if the graph re-centers, or you add more nodes later, you can refer back to the organized layout.

Using the Search tools

  • Use boolean operators often when using the Search box.  More definitive statements will locate papers of interest much easier.
  • Use the Advanced Graph Tools after expanding the graph to clear out any papers that are of no importance to your search