filecabinet 2.0.1

A local, offline document archive

filecabinet

filecabinet is a minimal document management system for your computer. It has metadata per document and supports fulltext search in various document types.

Installing

The easiest way to install is to use pip:

    pip install filecabinet

Alternatively you can get the source code at codeberg:

    git clone https://codeberg.org/vonshednob/filecabinet
    pip install filecabinet

Requirements

filecabinet requires the xapian python bindings which can not be installed through pip!

Other automatically installed required dependencies are:

• metaindex
• Pillow
• PyPDF
• PyYAML

Even though optional, I strongly recommend installing Tesseract OCR to enable fulltext search in scanned documents.

Quick start

To initialize your file cabinet, run filecabinet init and provide a new path where you would like to store your documents:

    filecabinet init ~/Documents/cabinet

Now you can start either copying files into ~/Documents/cabinet/inbox and run

    filecabinet pickup

to process them, or add files manually via

    filecabinet add ~/some_scanned_document.jpg

To get a basic overview of documents, you can use the Shell.

Shell

There’s a basic shell that allows you to inspect indexed documents, edit their metadata (by means of an external text editor), or view the documents.

To open the shell, run

    filecabinet shell

Try help inside the shell to see what your options are.

If you want to use a specific text editor to modify metadata, consider updating your configuration file’s Shell section and add a document_editor, like this:

    [Shell]
    editor = subl -w

In this example we set up SublimeText as the external editor. Note that the -w option is necessary to make filecabinet wait until you’re done editing the file before returning into the shell.
Visual Studio Code uses the -W or --wait flag to accomplish the same behaviour.

Searching

Searching for tags is done case-insensitive and is done using tag:. For example if you're looking for a document that's tagged with banana, you can search for it by tag:banana.

Searching new documents is accomplished by searching for tag:new. If you only want to find documents that are not new, you can also search for -tag:new. Unless specified, a search will ignore whether or not a document is new.

You can search for any metadata value, like title, author, or language, by searching with the metadata name and a colon like title:gravity.

Everything else that does not match the special search terms will be used in the fulltext search.

If you want to search for terms with whitespaces, you can use quotes: title:"brain surgery".

Example:

The title contains "brain", is from author "Gumby" and it was set to some time before August 2005: title:brain author:gumby date:2015-08-01

Looking for a newly added document with the title "The Larch": title:larch tag:new

OCR

filecabinet can use Tesseract OCR to do character recognition on pictures and scanned PDFs, so you can search the text of images.

In order for that to work, you have to install Tesseract and some language packages, depending on the languages of the documents you wish to scan.

If you don't have Tesseract OCR installed, filecabinet will still work, but be much less useful.

Rule based tagging

By using metaindex, filecabinet inherits the powerful rule based tagging. This allows you to automatically add metadata tags to documents based on their text (which might have come from OCR).

Rules are defined in text files and you have to point filecabinet to the rule files that you want it to use. To do that, add a section [Rules] to your configuration file (usually at ~/.config/filecabinet/filecabinet.conf) and list your rule files like this:

    [Rules]
    base = ~/.config/filecabinet/basic_rules.txt
    companies = ~/Document/company_rules.txt

The names (before the =) are somewhat free-form descriptors.

To understand how to write these rule files, please have a look at the metaindex documentation.

To test your rules on documents, you can use the filecabinet test-rules command. It will run all indexers on a file and show you what tags have been found by your rules.

When using test-rules the tested document will not be added to your cabinet.

Cabinet Directory Structure

Assuming a cabinet is set up at ~/cabinet, the directory structure is:

    ~/cabinet
     │
     ├── inbox
     │
     ├── metaindex.conf
     │
     ├── metaindex.log
     │
     └── documents
          │
          └── <partial document id>
               │
               └── <full document id>
                    │
                    ├── <document id>.yaml
                    │
                    ├── <document id>.<suffix>
                    │
                    └── <document id>.txt

• inbox will be processed (and emptied) when filecabinet pickup is being run
• documents contains the documents
• <document id>.yaml contains the metadata
• <document id>.<suffix> is the original document (usually a PDF)
• <document id>.txt is the extracted full text, if it could be extracted
• metaindex.conf, the configuration file for filecabinet's metaindexserver
• metaindex.log, the log file of file cabinet's metaindexserver

Usage from Python

To use filecabinet from Python, you can use this boilerplate:

from filecabinet import Manager


manager = Manager()
manager.launch_server()

session = manager.new_session()

session will be an instance of Session which, together with manager, allows manipulation of metadata and querying of documents.