Top of my wishlist would be to exclude results from within the same group as the document.
I group documents together by project–one group = one project. If I’m writing an article about whether mustard is superior to ketchup, and I click “see also,” and the first 10 results are from the “mustard vs. ketchup” group, that’s not helpful.
Following up on this topic because I just ran into the problem I mentioned above and I want to provide more details.
I’m a journalist (more specifically, I’m a “brand journalist,” but we can just say I’m a “journalist” for purposes of this discussion). I write articles. I do a half-dozen a month. Every time I start an article, I start a group in DevonThink to contain materials: PDFs, which can include saved Web pages, emails exchanged with interview subjects and my editors, Microsoft Word documents, PowerPoint presentations, and Markdown documents of notes and article drafts.
So this morning I’m putting finishing touches on an article, and I decide it’s time to look to see if there’s any background information in my DevonThink databases that might beef up the article. I open up the “See Also” pane…
… and every single document suggestion in that pane is from the group for that article! Nothing in any outside databases or groups! I already know those documents are related–that’s why they’re that group!
So then I go into the left-hand sidebar for DevonThink, right-click on the group, and check “Exclude From See Also.” This results in no change in the “See Also” panel–it’s still showing documents from that group.
Suggested fix: Include a check-box in Preferences to exclude documents in the same group from “See Also.”
Also: Is the “Exclude From” checkbox in the groups “Get Info” box broken? Or is it designed to NOT exclude a group when the document is in that group?
That should be more clear then. It’s available as an option in the group, and my expectation is that the whole group and all its contents will be excluded.
However, I see now that the documents can be excluded in one action, so that solves my immediate problem. Thanks!