Explore an investigation and its knowledge graph

You can explore the contents of an investigation in ArcGIS AllSource, including the entities and relationships defined in the investigation's knowledge graph. An investigation can have data loading configurations to support adding content from relational tables to a knowledge graph and also saved queries. In addition to entities and relationships, a knowledge graph can reference documents that support information recorded in the knowledge graph.

Open an investigation

You can see an overview of an investigation's contents in the catalog view and the Catalog pane in ArcGIS AllSource. This includes a list of the types of entities and relationships in the investigation's knowledge graph. However, you must open the investigation in an investigation view to fully explore, analyze, and update the contents of its knowledge graph.

By browsing into the investigation in the catalog view and the Catalog pane first, you can open the investigation view directly to the set of entities or relationships in the knowledge graph that you want to explore.

1. Browse to the collection of investigations in your project.
   • In the Catalog pane, on the Project tab, double-click Investigations .
   • In a catalog view, click Investigations in the Contents pane.
2. Double-click an investigation to see its contents in either the catalog view or the Catalog pane.

   An investigation contains a knowledge graph and can also contain Collections of saved queries, Data Loading Configurations , and Filtered Find Paths Configurations .

3. Double-click the knowledge graph and the Entity types knowledge graph folder .

   The entity types defined in the knowledge graph are listed.

   

4. In the knowledge graph, double-click the Relationship Types knowledge graph folder .

   The relationship types defined in the knowledge graph are listed.

   

5. If the knowledge graph is configured to include provenance records, double-click the Meta Types knowledge graph folder .

   The object defined in the knowledge graph that captures provenance is listed. Provenance is listed as a meta type because it provides supplemental information. Provenance records are not included by default when you search and query a knowledge graph, and they cannot be added to a link chart.

   

6. To see the properties defined for an entity type , a relationship type , or a meta type such as provenance , right-click the type, point to Data Design, and click Fields .

   The Fields view opens, showing all properties of the selected type.

7. List the entities and relationships defined in the knowledge graph in the investigation view using one of the following methods:
   • Right-click the investigation or the knowledge graph and click Open . All entities and relationships in the knowledge graph are listed.
   • Right-click Entity types or Relationship Types and click Open . All entities or relationships in the knowledge graph are listed.
   • Right-click an entity type or a relationship type and click Open . All entities or relationships in the knowledge graph of that specific type are listed.

The investigation view opens and the selected contents of the knowledge graph's content are listed.

Browse the contents of a knowledge graph

The investigation view allows you to see the types of entities and relationships defined in the knowledge graph's data model and list the entity and relationship instances that have been created. You can also define new types of entities and relationships in the data model, create instances of entities and relationships in the knowledge graph, and update properties for existing entities and relationships.

If provenance is enabled for the knowledge graph, you can add provenance records that define the source of information stored in properties of entities and relationships. Provenance records can be accessed from the entity or relationship they describe, or you can explore the collection of provenance records in the investigation view.

View entity and relationship types in the Contents pane

The Contents pane allows you to explore entity types and relationship types in the knowledge graph . The total number of entities and the total number of relationships present in the knowledge graph appears next to the Entity Types and Relationship Types headings. The total number of instances that exist for individual entity types and relationship types appears next to that type.

An investigation's Contents pane has at least two tabs. The types of entities and relationships for which instances exist in the knowledge graph are listed on the By Type tab ; this tab is selected by default.

The Data Model tab lists all types of entities and relationships defined in the knowledge graph's data model, including types for which no instances exist yet in the graph.

If you are working with a complicated knowledge graph, you can search for specific entity and relationship types with the Search text box at the top of the Contents pane. As you type, the list of entities and relationships is filtered to include only types whose names match your text.

Click the Sort button next to the Search text box to change the order in which the entity and relationship types are listed.

View entities and relationships in the investigation

The knowledge graph is selected by default in the investigation's Contents pane. The status bar at the bottom of the view shows how many items are listed. Basic properties for each item appear in columns.

• Display Name—Each instance of an entity or a relationship is identified using the value in this column. For example, entities might be identified by name if a name property has been defined for the given entity type. If a name or similar property isn't available, entities and relationships are identified by their Globally Unique Identifier (GUID).
• Type—These values indicate the type of entity or the type of relationship represented by the item as determined by the data model.
• Dataset—These values indicate whether the item is an entity or a relationship.

By default, the first 1,000 items are listed. You can choose to include all items in a category, or select a few items and show only the selected items in the list.

1. Click Entity Types or Relationship Types in the Contents pane.

   The number of entities or relationships of all types that are listed is indicated in the status bar.

2. Click a specific type of entity or relationship in the Contents pane.

   The number of instances of the specific entity type or relationship type that are listed is indicated in the status bar.

3. Click the Rows drop-down list and click All.

   If there are more than 1,000 entities or relationships of the selected type in the knowledge graph, all instances will be listed. Alternatively, you can click in the drop-down list and type the number of entities or relationships you want to retrieve, such as 2,000, and press Enter.

   Note:

   If it takes too long to list all instances, you can stop building the list by clicking the busy indicator at the bottom of the contents list. When ArcGIS AllSource is finished generating the contents list, the busy indicator stops and you see the Refresh View button .

4. Press Ctrl and click several instances of entities or relationships to select them.

   The status bar in the investigation view is updated to indicate how many items are selected.

5. Click the Show selected records button to include only selected entities in the list.

View provenance records

If provenance is enabled for the knowledge graph, the Contents pane also has a Provenance tab that allows you to explore provenance records. Each provenance record defines the source of a property value. Each property of an entity or relationship can be associated with many provenance records.

You can explore provenance records by selecting the headings in the Contents pane. The heading names are determined when the knowledge graph is created, based on how provenance record properties are configured. When you click a heading, a summary of the values associated with each provenance record's property is listed in the investigation view.

1. On the Provenance tab in the Contents pane, click the Provenance heading in the list.

   The total number of provenance records in the knowledge graph is listed next to the heading.

   By default, the first 1,000 provenance records are listed in the investigation view. The current number of provenance records listed in the investigation is indicated in the status bar. Basic properties for each provenance record appear in the list.

   

   Each provenance record is identified using the value in the Display Name column. It shows the record's sourceName property value. The icon next to the display name indicates if the source associated with the provenance record is a document , a URL , or text .

2. Click a heading associated with one of the provenance record's properties such as the By sourceName heading .

   The following headings are available by default.

   By propertyName	When this heading is selected, the name of each entity or relationship property with a provenance record is listed in the investigation, along with a count of the provenance records associated with that property. The default name for this provenance record property is propertyName. The total number of properties associated with provenance records is listed in the Contents pane next to the heading.
   By typeName	When this heading is selected, the name of each entity type or relationship type with a provenance record is listed in the investigation, along with a count of the provenance records associated with that type. The default name for this provenance record property is typeName. The total number of entity and relationship types associated with provenance records is listed in the Contents pane next to the heading.
   By comment	When this heading is selected, all comments are listed in the investigation along with a count of the provenance records associated with that comment. The default name for this provenance record property is comment. The total number of unique comments in all provenance records is listed in the Contents pane next to the heading.
   By sourceName	When this heading is selected, all source name values are listed in the investigation, along with a count of the provenance records associated with that source name. The default name for this provenance record property is sourceName. The total number of unique source names in all provenance records is listed in the Contents pane next to the heading.
   By sourceType	When this heading is selected, all source type values are listed in the investigation, along with a count of the provenance records associated with that source type. The default name for this provenance record property is sourceType. The total number of unique source types in all provenance records is listed in the Contents pane next to the heading.
   By source	When this heading is selected, all source values are listed in the investigation, along with a count of the provenance records associated with that source. The default name for this provenance record property is source. The total number of unique sources is listed in the Contents pane next to the heading.

   The values associated with each provenance record's property are listed in the investigation view, along with a count of the provenance records associated with the property.

   

3. Click a property value in the investigation view's contents list.

   By default, the first 1,000 provenance records associated with the property value are listed in the details panel. The current number of provenance records listed in the investigation view is indicated under the list.

   

4. Click one or more provenance records in the list at the top of the details panel.

   The properties associated with the selected records are listed at the bottom of the details panel. If many provenance records are selected, values are displayed for each property if all selected records have the same value. Text such as (Different Values) appears if any selected provenance record has a different value for a given property.

Reopen the Contents pane

The Contents pane is open in every new project by default. However, if it has been closed, you can reopen the pane from the ribbon.

1. Click the View tab on the ribbon.
2. In the Panes group, click Contents .

Get recent updates

When you open a project that includes an investigation, the data model represented in the Contents pane and the data in the contents list reflects the current state of the knowledge graph. If the knowledge graph is edited by someone else, the list of entity types and relationship types in the Contents pane and the list of entities and relationships in the investigation may be out of date. How you get recent updates depends on how the data in your knowledge graph is managed.

If you previously added data from your knowledge graph to a map or a link chart, those knowledge graph layers are not updated to reflect the current status of the knowledge graph. Add new entities and relationships of interest to a map or a link chart by selecting them and adding them to the other view.

Get updates for hosted knowledge graphs and ArcGIS-managed data

As others on your team update data in the knowledge graph, your queries and searches will always return the most recent results. However, the results you get may not match the data model types listed in the investigation's Contents pane, or the histograms representing the knowledge graph in the Search and Filter pane, or the properties listed in the details panel.

1. Update individual views and panes to reflect the current data model and data as needed using any of the following methods.
   • In the Contents pane, click the Refresh button next to the Search text box.
   • Click the Refresh View button at the bottom of the investigation's contents list, the details panel, or the Search and Filter pane.
2. On the Investigation tab, in the Tools group, click Refresh All to update the data and the data model for your knowledge graph at once.

   Note:

   This button is not available if the knowledge graph uses a NoSQL data store with user-managed data.

   The entity types and relationship types in the Contents pane, the contents list in the investigation, and the histograms in the Search and Filter pane are all updated in one step.

Get updates for user-managed data

As others on your team update data in the Neo4j database, the information used by ArcGIS AllSource to communicate with the database goes out of date. ArcGIS AllSource can list new entity types and relationship types, and queries will return the most recent data. However, histograms and searches won't know about new types or new properties and won't include new data.

A warning symbol appears in the investigation's Contents pane to indicate an entity type or a relationship must be updated. Similarly, a warning symbol appears in the investigation's details panel to indicate a property is out of sync.

On the Investigation tab, in the Tools group, click Synchronize Data Model to update the information maintained by ArcGIS Knowledge about the data and the data model in your Neo4j database. A notification appears indicating the process has started.

After assessing the the Neo4j database and making the required updates, another notification appears indicating the process has completed. In the Contents pane, click the Refresh button next to the Search text box to see the updated data model in ArcGIS AllSource. On the Investigation tab, in the Tools group, click Refresh All to see the data model updates reflected in a link chart, for example.

Note:

This button is not available if the knowledge graph uses a hosted graph store or a NoSQL data store with ArcGIS-managed data.

Explore various parts of the investigation at once

The same investigation can be displayed in multiple investigation views. For example, you can look at the instances of a Person entity type in one investigation view, and look at the instances of a HasVehicle relationship type in another investigation view. Each view associated with the same investigation has access to all the investigation's content. If you add a new HasPet relationship type to the investigation in one view, it is immediately available in the other view as well.

1. In the investigation's Contents pane, right-click an entity type and click Open .

   The investigation appears. The entity type is selected in the Contents pane and entities of this type are listed.

2. Click the original investigation's tab to make it active.
3. Click a relationship type in the Contents pane.

   Relationships of this type are listed.

Each investigation provides a different view of the knowledge graph's content.

Import and export configuration files

Data loading configurations and filtered find paths configurations can be imported to an investigation from a file. After creating or modifying a configuration, you can export it to a data loading configuration file or a filtered find paths configuration file, as appropriate. You can also drag a configuration in your project and drop it on another investigation in the same project or in a different project that is open in a second instance of ArcGIS AllSource.

For example, suppose you successfully loaded data from a Microsoft Excel workbook to a knowledge graph and saved that data loading configuration in your project. If you need to load similar data to a different knowledge graph, you can export the data loading configuration from your project to a file. You can then import the data loading configuration file to a new investigation in a new project and modify the data loading configuration as needed.

Import a configuration

You can import existing data loading configuration files and filtered find paths configuration files to your investigation.

1. Browse to the investigations in your project in the Catalog pane or the catalog view.
2. Double-click an investigation to see its contents.
3. Right-click the Data Loading Configurations folder or the Filtered Find Paths Configurations folder and click Import .
4. In the browse dialog box that appears, browse to the location where the configuration file is stored, select the file, and click OK.

   The configuration is added to the project.

5. Double-click the Data Loading Configurations folder or the Filtered Find Paths Configurations folder .

   The data loading configurations and filtered find paths configurations stored in the project in the investigation are listed.

   

6. Save the project.

   Since the configurations are stored with the investigation in the project, the data loading configurations and filtered find path configurations that were imported are not saved in your project until the project has been saved.

Export a configuration

You can export existing data loading configuration files and filtered find paths configuration files from your investigation.

1. Browse to your investigation in the Catalog pane or the catalog view.
2. Double-click an investigation to see its contents.
3. Double-click the Data Loading Configurations folder or the Filtered Find Paths Configurations folder .
4. Right-click a data loading configuration or a filtered find paths configuration and click Export .
5. In the browse dialog box that appears, browse to the location where the configuration file will be stored..
6. Type a name for the configuration file in the Name text box and click OK.

   The configuration is saved to a file with the provided name and in the specified location.