Migrating existing projects

Use the instructions from this page to migrate a classic project or a project based on AI Center™. There are two main steps in migrating a project:

1. Export the dataset from the classic project or the project based on AI Center.
2. Import the dataset into the modern project.

Exporting a dataset

1. Navigate to the classic project you want to migrate and open it.
2. Go to the document type you want to export and select Open document type.
   Figure 1. Open document type
   

   

   
   
3. From the Filter documents drop-down list, select Training and validation set.
   Figure 2. Training and validation set
   

   

   
   
4. Select Export.
5. Leave Current search results selected and fill in a name for your export job.
6. Select Download.
   Figure 3. Download export
   

   

   
   

Importing a dataset

1. Navigate to and open the project into which you want to import data.
2. Select Add document type and create a new custom document type.
   Figure 4. Add document type
   

   

   
   
3. On the new custom document type, select Upload and choose the zip file of the classic project you exported. Wait for the upload to finish.
   Figure 5. Upload processing
   

   

   
   

Once the upload is finished, the documents are available for training.

Limitations

For classic projects, there are various methods for exporting data. Not all types of exported data are compatible for importing into modern projects. To compare the model results across both project types,filter documents by Training and validation set and select Choose search results to export the dataset. For more information on each option, check the following table.

Table 1. Types of export

Type of export	Exported data	What happens to imported data
Current search results	Exports the current filtered dataset. Use it together with the Training and validation set filter.	Documents tagged as training are used to train the model. Documents tagged as validation are used to measure the model performance. Tip: To compare model results between two project types, always export and import the dataset as Train and validation.
All labeled	Exports all annotated documents from the dataset: Train set Validation set Evaluation set	Documents tagged as training are used to train the model. Documents tagged as validation are used to measure the model performance. Documents tagged as evaluation are ignored.
Schema	Exports the list of fields and their respective settings.	A schema is imported is imported if there is none. If a schema is already defined, importing fails.
All	Exports all annotated and unannotated documents.	Documents tagged as training are used to train the model. Documents tagged as validation are used to measure the model performance. Documents tagged as evaluation are ignored. Unannoted documents are pre-annotated and treated as unconfirmed.

Importing schemas

You can import schemas along with datasets into modern projects. Follow these steps to import a schema:

1. Create a custom document type in the Build section.
2. Import the zip file that holds the schema.

Note:

• Schema imports are limited to custom document types with no pre-existing schemas.
• If you import a schema into a document type that already contains a schema, the import will fail.