There are three primary ways to create evaluation sets in Extend:

  1. Take an existing batch run of documents and their outputs and convert them into an evaluation set.
  2. Create a new evaluation set from scratch with no documents or outputs, then add and validate documents one by one or over time from new batches.
  3. Create using the API.

We will go through each of these methods in detail below.

Method 1: Convert a Batch Run to an Evaluation Set

The most common way to create an evaluation set is by converting a batch run of reviewed outputs into a new evaluation set.

  1. After running a batch of documents through your processor, review the results on the batch run page. Then click the “Create Evaluation Set” button at the top of the page.

Note: you do not need to review all documents in the batch to create an evaluation set, but it is recommended. You can however, always update the expected outputs later.

  1. You will be prompted to name and describe your evaluation set. Enter a name, description, and then click “Create Evaluation Set”. This will create a new evaluation set with the documents and outputs from the batch run.

  1. You will then be redirected to the evaluation set page where you can view and manage the documents and outputs in the set.

Method 2: Create a New Evaluation Set from Scratch

  1. From the home page of the Evaluation section in Extend, click the “Create Evaluation Set” button.

  1. You will be prompted to name and describe your evaluation set, as well as select a corresponding processor.

Note: you can in the future run this evaluation set against any compatible processor, but you must select one to create the set, which is it’s default processor.

  1. You can then add documents to the evaluation set by clicking the “Add file” button. You will upload a document and then be prompted to validate the output once it is done processing (which might take several seconds).

You can also add multiple documents at once from the runner results. See the run evaluation page for more information.

Method 3: Create an Evaluation Set Using the API

Simply follow the API documentation to create an evaluation set using the API.