Harvesting Statements

Using an entry or user action, you can asynchronously create Scientific Statements from qualified link annotations on steady state documents, allowing you to quickly and easily maintain your statement library. Vault harvests the full text, reference links, document metadata, and annotation IDs from text link and area link annotations.

To prevent creating duplicate statement records, Vault checks existing records in the Scientific Statements library using the Match Text field on the Scientific Statement (annotation_keywords__sys) and Match Text Variation (match_text_variation__sys) object.

Vault considers a link annotation qualified when:

• The annotation text contains at least five (5) characters.
• The annotation text is not a duplicate of another annotation’s text on the same document.
• The annotation text is not similar to an existing Scientific Statement.
• The linked reference document’s document type is enabled as a Suggested Links Target.
• The source document includes at least one (1) Product and one (1) Country.

Configuring Statement Harvesting

You can add the Harvest Statements entry action and user action to any document lifecycle state. We recommend adding the entry action to the steady state.

To add the entry action:

1. Navigate to Admin > Configuration > Document Lifecycles > [Lifecycle] > States > [State].
2. Under Entry Actions, click Edit.
3. Click Create Entry Action.
4. Select Always and Harvest Statements.
5. Click Save.

To add the user action:

1. Navigate to Admin > Configuration > Document Lifecycles > [Lifecycle] > States > [State].
2. Under User Actions, click Edit.
3. Click Create User Action.
4. Select Always and Harvest Statements.
5. Click Save.

You must also add the following document fields to the standard action layout for the Scientific Statement object:

• Harvested Annotation ID (harvested_annotation_id__v)
• Harvested Statement (harvested_statement__v)
• Harvested Long Text (harvested_long_text__v)
• Harvested Source Document (harvested_source_document__v)

Finally, you must configure the Pending state type for the Scientific Statement Lifecycle:

1. Navigate to Admin > Configuration > Object Lifecycles.
2. Click Scientific Statement Lifecycle.
3. Under State Types, click Pending.
4. Click Edit.
5. Select a State to associate with the Pending state.
6. Click Save.

The Enable Statements Harvest Auto-Approve Qualified Annotations setting is enabled by default. When enabled, Vault automatically places qualified harvested statements in the Approved state. To disable this functionality, navigate to Admin > Settings > Application Settings and, under Statement Library Management, clear the Enable Statements Harvest Auto-Approve Qualified Annotations checkbox.

Vault only considers a harvested Statement qualified when:

• The source document and any linked documents are in their steady state, such as Approved for Distribution.
• The source annotation is a text annotation.
• The annotation text is less than 1,500 characters.

Deleting Harvested Statements

To delete a harvested Scientific Statement, you must remove the Product, Country, and Link Target relationships.

Limitations

Vault does not harvest Scientific Statements if the document is a binder.

Vault does not harvest Scientific Statements from video or audio files.

Vault may fail to harvest Scientific Statements from area annotations if the selected area is small.