Docugami

This notebook covers how to load documents from Docugami. It provides the advantages of using this system over alternative data loaders.

Prerequisites

Install necessary python packages.
Grab an access token for your workspace, and make sure it is set as the DOCUGAMI_API_KEY environment variable.
Grab some docset and document IDs for your processed documents, as described here: https://help.docugami.com/home/docugami-api

# You need the dgml-utils package to use the DocugamiLoader (run pip install directly without "poetry run" if you are not using poetry)
!poetry run pip install docugami-langchain dgml-utils==0.3.0 --upgrade --quiet

Quick start

Create a Docugami workspace (free trials available)
Add your documents (PDF, DOCX or DOC) and allow Docugami to ingest and cluster them into sets of similar documents, e.g. NDAs, Lease Agreements, and Service Agreements. There is no fixed set of document types supported by the system, the clusters created depend on your particular documents, and you can change the docset assignments later.
Create an access token via the Developer Playground for your workspace. Detailed instructions
Explore the Docugami API to get a list of your processed docset IDs, or just the document IDs for a particular docset.
Use the DocugamiLoader as detailed below, to get rich semantic chunks for your documents.
Optionally, build and publish one or more reports or abstracts. This helps Docugami improve the semantic XML with better tags based on your preferences, which are then added to the DocugamiLoader output as metadata. Use techniques like self-querying retriever to do high accuracy Document QA.

Advantages vs Other Chunking Techniques

Appropriate chunking of your documents is critical for retrieval from documents. Many chunking techniques exist, including simple ones that rely on whitespace and recursive chunk splitting based on character length. Docugami offers a different approach:

Intelligent Chunking: Docugami breaks down every document into a hierarchical semantic XML tree of chunks of varying sizes, from single words or numerical values to entire sections. These chunks follow the semantic contours of the document, providing a more meaningful representation than arbitrary length or simple whitespace-based chunking.
Semantic Annotations: Chunks are annotated with semantic tags that are coherent across the document set, facilitating consistent hierarchical queries across multiple documents, even if they are written and formatted differently. For example, in set of lease agreements, you can easily identify key provisions like the Landlord, Tenant, or Renewal Date, as well as more complex information such as the wording of any sub-lease provision or whether a specific jurisdiction has an exception section within a Termination Clause.
Structured Representation: In addition, the XML tree indicates the structural contours of every document, using attributes denoting headings, paragraphs, lists, tables, and other common elements, and does that consistently across all supported document formats, such as scanned PDFs or DOCX files. It appropriately handles long-form document characteristics like page headers/footers or multi-column flows for clean text extraction.
Additional Metadata: Chunks are also annotated with additional metadata, if a user has been using Docugami. This additional metadata can be used for high-accuracy Document QA without context window restrictions. See detailed code walk-through below.

import os

from docugami_langchain.document_loaders import DocugamiLoader

Load Documents

If the DOCUGAMI_API_KEY environment variable is set, there is no need to pass it in to the loader explicitly otherwise you can pass it in as the access_token parameter.

DOCUGAMI_API_KEY = os.environ.get("DOCUGAMI_API_KEY")

docset_id = "26xpy3aes7xp"
document_ids = ["d7jqdzcj50sj", "cgd1eacfkchw"]

# To load all docs in the given docset ID, just don't provide document_ids
loader = DocugamiLoader(docset_id=docset_id, document_ids=document_ids)
chunks = loader.load()
len(chunks)

The metadata for each Document (really, a chunk of an actual PDF, DOC or DOCX) contains some useful additional information:

id and source: ID and Name of the file (PDF, DOC or DOCX) the chunk is sourced from within Docugami.
xpath: XPath inside the XML representation of the document, for the chunk. Useful for source citations directly to the actual chunk inside the document XML.
structure: Structural attributes of the chunk, e.g. h1, h2, div, table, td, etc. Useful to filter out certain kinds of chunks if needed by the caller.
tag: Semantic tag for the chunk, using various generative and extractive techniques. More details here: https://github.com/docugami/DFM-benchmarks

You can control chunking behavior by setting the following properties on the DocugamiLoader instance:

You can set min and max chunk size, which the system tries to adhere to with minimal truncation. You can set loader.min_text_length and loader.max_text_length to control these.
By default, only the text for chunks is returned. However, Docugami's XML knowledge graph has additional rich information including semantic tags for entities inside the chunk. Set loader.include_xml_tags = True if you want the additional xml metadata on the returned chunks.
In addition, you can set loader.parent_hierarchy_levels if you want Docugami to return parent chunks in the chunks it returns. The child chunks point to the parent chunks via the loader.parent_id_key value. This is useful e.g. with the MultiVector Retriever for small-to-big retrieval. See detailed example later in this notebook.

loader.min_text_length = 64
loader.include_xml_tags = True
chunks = loader.load()

for chunk in chunks[:5]:
    print(chunk)

page_content='MASTER SERVICES AGREEMENT\n <ThisServicesAgreement> This Services Agreement (the “Agreement”) sets forth terms under which <Company>MagicSoft, Inc. </Company>a <Org><USState>Washington </USState>Corporation </Org>(“Company”) located at <CompanyAddress><CompanyStreetAddress><Company>600 </Company><Company>4th Ave</Company></CompanyStreetAddress>, <Company>Seattle</Company>, <Client>WA </Client><ProvideServices>98104 </ProvideServices></CompanyAddress>shall provide services to <Client>Daltech, Inc.</Client>, a <Company><USState>Washington </USState>Corporation </Company>(the “Client”) located at <ClientAddress><ClientStreetAddress><Client>701 </Client><Client>1st St</Client></ClientStreetAddress>, <Client>Kirkland</Client>, <State>WA </State><Client>98033</Client></ClientAddress>. This Agreement is effective as of <EffectiveDate>February 15, 2021 </EffectiveDate>(“Effective Date”). </ThisServicesAgreement>' metadata={'xpath': '/dg:chunk/docset:MASTERSERVICESAGREEMENT-section/dg:chunk', 'id': 'c28554d0af5114e2b102e6fc4dcbbde5', 'name': 'Master Services Agreement - Daltech.docx', 'source': 'Master Services Agreement - Daltech.docx', 'structure': 'h1 p', 'tag': 'chunk ThisServicesAgreement', 'Liability': '', 'Workers Compensation Insurance': '$1,000,000', 'Limit': '$1,000,000', 'Commercial General Liability Insurance': '$2,000,000', 'Technology Professional Liability Errors Omissions Policy': '$5,000,000', 'Excess Liability Umbrella Coverage': '$9,000,000', 'Client': 'Daltech, Inc.', 'Services Agreement Date': 'INITIAL STATEMENT  OF WORK (SOW)  The purpose of this SOW is to describe the Software and Services that Company will initially provide to  Daltech, Inc.  the “Client”) under the terms and conditions of the  Services Agreement  entered into between the parties on  June 15, 2021', 'Completion of the Services by Company Date': 'February 15, 2022', 'Charge': 'one hundred percent (100%)', 'Company': 'MagicSoft, Inc.', 'Effective Date': 'February 15, 2021', 'Start Date': '03/15/2021', 'Scheduled Onsite Visits Are Cancelled': 'ten (10) working days', 'Limit on Liability': '', 'Liability Cap': '', 'Business Automobile Liability': 'Business Automobile Liability  covering all vehicles that Company owns, hires or leases with a limit of no less than  $1,000,000  (combined single limit for bodily injury and property damage) for each accident.', 'Contractual Liability Coverage': 'Commercial General Liability insurance including  Contractual Liability Coverage , with coverage for products liability, completed operations, property damage and bodily injury, including  death , with an aggregate limit of no less than  $2,000,000 . This policy shall name Client as an additional insured with respect to the provision of services provided under this Agreement. This policy shall include a waiver of subrogation against Client.', 'Technology Professional Liability Errors Omissions': 'Technology Professional Liability Errors & Omissions policy (which includes Cyber Risk coverage and Computer Security and Privacy Liability coverage) with a limit of no less than  $5,000,000  per occurrence and in the aggregate.'}
page_content='A. STANDARD SOFTWARE AND SERVICES AGREEMENT\n 1. Deliverables.\n Company shall provide Client with software, technical support, product management, development, and <_testRef>testing </_testRef>services (“Services”) to the Client as described on one or more Statements of Work signed by Company and Client that reference this Agreement (“SOW” or “Statement of Work”). Company shall perform Services in a prompt manner and have the final product or service (“Deliverable”) ready for Client no later than the due date specified in the applicable SOW (“Completion Date”). This due date is subject to change in accordance with the Change Order process defined in the applicable SOW. Client shall assist Company by promptly providing all information requests known or available and relevant to the Services in a timely manner.' metadata={'xpath': '/dg:chunk/docset:MASTERSERVICESAGREEMENT-section/docset:MASTERSERVICESAGREEMENT/dg:chunk[1]/docset:Standard/dg:chunk[1]/dg:chunk[1]', 'id': 'de60160d328df10fa2637637c803d2d4', 'name': 'Master Services Agreement - Daltech.docx', 'source': 'Master Services Agreement - Daltech.docx', 'structure': 'lim h1 lim h1 div', 'tag': 'chunk', 'Liability': '', 'Workers Compensation Insurance': '$1,000,000', 'Limit': '$1,000,000', 'Commercial General Liability Insurance': '$2,000,000', 'Technology Professional Liability Errors Omissions Policy': '$5,000,000', 'Excess Liability Umbrella Coverage': '$9,000,000', 'Client': 'Daltech, Inc.', 'Services Agreement Date': 'INITIAL STATEMENT  OF WORK (SOW)  The purpose of this SOW is to describe the Software and Services that Company will initially provide to  Daltech, Inc.  the “Client”) under the terms and conditions of the  Services Agreement  entered into between the parties on  June 15, 2021', 'Completion of the Services by Company Date': 'February 15, 2022', 'Charge': 'one hundred percent (100%)', 'Company': 'MagicSoft, Inc.', 'Effective Date': 'February 15, 2021', 'Start Date': '03/15/2021', 'Scheduled Onsite Visits Are Cancelled': 'ten (10) working days', 'Limit on Liability': '', 'Liability Cap': '', 'Business Automobile Liability': 'Business Automobile Liability  covering all vehicles that Company owns, hires or leases with a limit of no less than  $1,000,000  (combined single limit for bodily injury and property damage) for each accident.', 'Contractual Liability Coverage': 'Commercial General Liability insurance including  Contractual Liability Coverage , with coverage for products liability, completed operations, property damage and bodily injury, including  death , with an aggregate limit of no less than  $2,000,000 . This policy shall name Client as an additional insured with respect to the provision of services provided under this Agreement. This policy shall include a waiver of subrogation against Client.', 'Technology Professional Liability Errors Omissions': 'Technology Professional Liability Errors & Omissions policy (which includes Cyber Risk coverage and Computer Security and Privacy Liability coverage) with a limit of no less than  $5,000,000  per occurrence and in the aggregate.'}
page_content='2. Onsite Services.\n 2.1 Onsite visits will be charged on a <Frequency>daily </Frequency>basis (minimum <OnsiteVisits>8 hours</OnsiteVisits>).' metadata={'xpath': '/dg:chunk/docset:MASTERSERVICESAGREEMENT-section/docset:MASTERSERVICESAGREEMENT/dg:chunk[1]/docset:Standard/dg:chunk[3]/dg:chunk[1]', 'id': 'db18315b437ac2de6b555d2d8ef8f893', 'name': 'Master Services Agreement - Daltech.docx', 'source': 'Master Services Agreement - Daltech.docx', 'structure': 'lim h1 lim p', 'tag': 'chunk', 'Liability': '', 'Workers Compensation Insurance': '$1,000,000', 'Limit': '$1,000,000', 'Commercial General Liability Insurance': '$2,000,000', 'Technology Professional Liability Errors Omissions Policy': '$5,000,000', 'Excess Liability Umbrella Coverage': '$9,000,000', 'Client': 'Daltech, Inc.', 'Services Agreement Date': 'INITIAL STATEMENT  OF WORK (SOW)  The purpose of this SOW is to describe the Software and Services that Company will initially provide to  Daltech, Inc.  the “Client”) under the terms and conditions of the  Services Agreement  entered into between the parties on  June 15, 2021', 'Completion of the Services by Company Date': 'February 15, 2022', 'Charge': 'one hundred percent (100%)', 'Company': 'MagicSoft, Inc.', 'Effective Date': 'February 15, 2021', 'Start Date': '03/15/2021', 'Scheduled Onsite Visits Are Cancelled': 'ten (10) working days', 'Limit on Liability': '', 'Liability Cap': '', 'Business Automobile Liability': 'Business Automobile Liability  covering all vehicles that Company owns, hires or leases with a limit of no less than  $1,000,000  (combined single limit for bodily injury and property damage) for each accident.', 'Contractual Liability Coverage': 'Commercial General Liability insurance including  Contractual Liability Coverage , with coverage for products liability, completed operations, property damage and bodily injury, including  death , with an aggregate limit of no less than  $2,000,000 . This policy shall name Client as an additional insured with respect to the provision of services provided under this Agreement. This policy shall include a waiver of subrogation against Client.', 'Technology Professional Liability Errors Omissions': 'Technology Professional Liability Errors & Omissions policy (which includes Cyber Risk coverage and Computer Security and Privacy Liability coverage) with a limit of no less than  $5,000,000  per occurrence and in the aggregate.'}
page_content='2.2 <Expenses>Time and expenses will be charged based on actuals unless otherwise described in an Order Form or accompanying SOW. </Expenses>' metadata={'xpath': '/dg:chunk/docset:MASTERSERVICESAGREEMENT-section/docset:MASTERSERVICESAGREEMENT/dg:chunk[1]/docset:Standard/dg:chunk[3]/dg:chunk[2]/docset:ADailyBasis/dg:chunk[2]/dg:chunk', 'id': '506220fa472d5c48c8ee3db78c1122c1', 'name': 'Master Services Agreement - Daltech.docx', 'source': 'Master Services Agreement - Daltech.docx', 'structure': 'lim p', 'tag': 'chunk Expenses', 'Liability': '', 'Workers Compensation Insurance': '$1,000,000', 'Limit': '$1,000,000', 'Commercial General Liability Insurance': '$2,000,000', 'Technology Professional Liability Errors Omissions Policy': '$5,000,000', 'Excess Liability Umbrella Coverage': '$9,000,000', 'Client': 'Daltech, Inc.', 'Services Agreement Date': 'INITIAL STATEMENT  OF WORK (SOW)  The purpose of this SOW is to describe the Software and Services that Company will initially provide to  Daltech, Inc.  the “Client”) under the terms and conditions of the  Services Agreement  entered into between the parties on  June 15, 2021', 'Completion of the Services by Company Date': 'February 15, 2022', 'Charge': 'one hundred percent (100%)', 'Company': 'MagicSoft, Inc.', 'Effective Date': 'February 15, 2021', 'Start Date': '03/15/2021', 'Scheduled Onsite Visits Are Cancelled': 'ten (10) working days', 'Limit on Liability': '', 'Liability Cap': '', 'Business Automobile Liability': 'Business Automobile Liability  covering all vehicles that Company owns, hires or leases with a limit of no less than  $1,000,000  (combined single limit for bodily injury and property damage) for each accident.', 'Contractual Liability Coverage': 'Commercial General Liability insurance including  Contractual Liability Coverage , with coverage for products liability, completed operations, property damage and bodily injury, including  death , with an aggregate limit of no less than  $2,000,000 . This policy shall name Client as an additional insured with respect to the provision of services provided under this Agreement. This policy shall include a waiver of subrogation against Client.', 'Technology Professional Liability Errors Omissions': 'Technology Professional Liability Errors & Omissions policy (which includes Cyber Risk coverage and Computer Security and Privacy Liability coverage) with a limit of no less than  $5,000,000  per occurrence and in the aggregate.'}
page_content='2.3 <RegularWorkingHours>All work will be executed during regular working hours <RegularWorkingHours>Monday</RegularWorkingHours>-<Weekday>Friday </Weekday><RegularWorkingHours><RegularWorkingHours>0800</RegularWorkingHours>-<Number>1900</Number></RegularWorkingHours>. For work outside of these hours on weekdays, Company will charge <Charge>one hundred percent (100%) </Charge>of the regular hourly rate and <Charge>two hundred percent (200%) </Charge>for Saturdays, Sundays and public holidays applicable to Company. </RegularWorkingHours>' metadata={'xpath': '/dg:chunk/docset:MASTERSERVICESAGREEMENT-section/docset:MASTERSERVICESAGREEMENT/dg:chunk[1]/docset:Standard/dg:chunk[3]/dg:chunk[2]/docset:ADailyBasis/dg:chunk[3]/dg:chunk', 'id': 'dac7a3ded61b5c4f3e59771243ea46c1', 'name': 'Master Services Agreement - Daltech.docx', 'source': 'Master Services Agreement - Daltech.docx', 'structure': 'lim p', 'tag': 'chunk RegularWorkingHours', 'Liability': '', 'Workers Compensation Insurance': '$1,000,000', 'Limit': '$1,000,000', 'Commercial General Liability Insurance': '$2,000,000', 'Technology Professional Liability Errors Omissions Policy': '$5,000,000', 'Excess Liability Umbrella Coverage': '$9,000,000', 'Client': 'Daltech, Inc.', 'Services Agreement Date': 'INITIAL STATEMENT  OF WORK (SOW)  The purpose of this SOW is to describe the Software and Services that Company will initially provide to  Daltech, Inc.  the “Client”) under the terms and conditions of the  Services Agreement  entered into between the parties on  June 15, 2021', 'Completion of the Services by Company Date': 'February 15, 2022', 'Charge': 'one hundred percent (100%)', 'Company': 'MagicSoft, Inc.', 'Effective Date': 'February 15, 2021', 'Start Date': '03/15/2021', 'Scheduled Onsite Visits Are Cancelled': 'ten (10) working days', 'Limit on Liability': '', 'Liability Cap': '', 'Business Automobile Liability': 'Business Automobile Liability  covering all vehicles that Company owns, hires or leases with a limit of no less than  $1,000,000  (combined single limit for bodily injury and property damage) for each accident.', 'Contractual Liability Coverage': 'Commercial General Liability insurance including  Contractual Liability Coverage , with coverage for products liability, completed operations, property damage and bodily injury, including  death , with an aggregate limit of no less than  $2,000,000 . This policy shall name Client as an additional insured with respect to the provision of services provided under this Agreement. This policy shall include a waiver of subrogation against Client.', 'Technology Professional Liability Errors Omissions': 'Technology Professional Liability Errors & Omissions policy (which includes Cyber Risk coverage and Computer Security and Privacy Liability coverage) with a limit of no less than  $5,000,000  per occurrence and in the aggregate.'}

Basic Use: Docugami Loader for Document QA

You can use the Docugami Loader like a standard loader for Document QA over multiple docs, albeit with much better chunks that follow the natural contours of the document. There are many great tutorials on how to do this, e.g. this one. We can just use the same code, but use the DocugamiLoader for better chunking, instead of loading text or PDF files directly with basic splitting techniques.

!poetry run pip install --upgrade langchain-openai tiktoken langchain-chroma hnswlib

# For this example, we already have a processed docset for a set of lease documents
loader = DocugamiLoader(docset_id="zo954yqy53wp")
chunks = loader.load()

# strip semantic metadata intentionally, to test how things work without semantic metadata
for chunk in chunks:
    stripped_metadata = chunk.metadata.copy()
    for key in chunk.metadata:
        if key not in ["name", "xpath", "id", "structure"]:
            # remove semantic metadata
            del stripped_metadata[key]
    chunk.metadata = stripped_metadata

print(len(chunks))

The documents returned by the loader are already split, so we don't need to use a text splitter. Optionally, we can use the metadata on each document, for example the structure or tag attributes, to do any post-processing we want.

We will just use the output of the DocugamiLoader as-is to set up a retrieval QA chain the usual way.

from langchain.chains import RetrievalQA
from langchain_chroma import Chroma
from langchain_openai import OpenAI, OpenAIEmbeddings

embedding = OpenAIEmbeddings()
vectordb = Chroma.from_documents(documents=chunks, embedding=embedding)
retriever = vectordb.as_retriever()
qa_chain = RetrievalQA.from_chain_type(
    llm=OpenAI(), chain_type="stuff", retriever=retriever, return_source_documents=True
)

API Reference:RetrievalQA | OpenAI | OpenAIEmbeddings

# Try out the retriever with an example query
qa_chain("What can tenants do with signage on their properties?")

{'query': 'What can tenants do with signage on their properties?',
 'result': ' Tenants can place or attach signage (digital or otherwise) to their property after receiving written permission from the landlord, which permission shall not be unreasonably withheld. The signage must conform to all applicable laws, ordinances, etc. governing the same, and tenants must remove all such signs by the termination of the lease.',
 'source_documents': [Document(page_content='6.01 Signage. Tenant may place or attach to the Premises signs (digital or otherwise) or other such identification as needed after receiving written permission from the Landlord, which permission shall not be unreasonably withheld. Any damage caused to the Premises by the Tenant’s erecting or removing such signs shall be repaired promptly by the Tenant at the Tenant’s expense. Any signs or other form of identification allowed must conform to all applicable laws, ordinances, etc. governing the same. Tenant also agrees to have any window or glass identification completely removed and cleaned at its expense promptly upon vacating the Premises. ARTICLE VII UTILITIES', metadata={'id': '1c290eea05915ba0f24c4a1ffc05d6f3', 'name': 'Sample Commercial Leases/TruTone Lane 6.pdf', 'structure': 'lim h1', 'xpath': '/dg:chunk/dg:chunk/dg:chunk[2]/dg:chunk[1]/docset:TheApprovedUse/dg:chunk[12]/dg:chunk[1]'}),
  Document(page_content='6.01 Signage. Tenant may place or attach to the Premises signs (digital or otherwise) or other such identification as needed after receiving written permission from the Landlord, which permission shall not be unreasonably withheld. Any damage caused to the Premises by the Tenant’s erecting or removing such signs shall be repaired promptly by the Tenant at the Tenant’s expense. Any signs or other form of identification allowed must conform to all applicable laws, ordinances, etc. governing the same. Tenant also agrees to have any window or glass identification completely removed and cleaned at its expense promptly upon vacating the Premises. ARTICLE VII UTILITIES', metadata={'id': '1c290eea05915ba0f24c4a1ffc05d6f3', 'name': 'Sample Commercial Leases/TruTone Lane 2.pdf', 'structure': 'lim h1', 'xpath': '/dg:chunk/dg:chunk/dg:chunk[2]/dg:chunk[1]/docset:TheApprovedUse/dg:chunk[12]/dg:chunk[1]'}),
  Document(page_content='Tenant may place or attach to the Premises signs (digital or otherwise) or other such identification as needed after receiving written permission from the Landlord, which permission shall not be unreasonably withheld. Any damage caused to the Premises by the Tenant’s erecting or removing such signs shall be repaired promptly by the Tenant at the Tenant’s expense. Any signs or other form of identification allowed must conform to all applicable laws, ordinances, etc. governing the same. Tenant also agrees to have any window or glass identification completely removed and cleaned at its expense promptly upon vacating the Premises.', metadata={'id': '58d268162ecc36d8633b7bc364afcb8c', 'name': 'Sample Commercial Leases/TruTone Lane 2.docx', 'structure': 'div', 'xpath': '/docset:OFFICELEASEAGREEMENT-section/docset:OFFICELEASEAGREEMENT/dg:chunk/docset:ARTICLEVISIGNAGE-section/docset:ARTICLEVISIGNAGE/docset:_601Signage'}),
  Document(page_content='8. SIGNS:\n Tenant shall not install signs upon the Premises without Landlord’s prior written approval, which approval shall not be unreasonably withheld or delayed, and any such signage shall be subject to any applicable governmental laws, ordinances, regulations, and other requirements. Tenant shall remove all such signs by the terminations of this Lease. Such installations and removals shall be made in such a manner as to avoid injury or defacement of the Building and other improvements, and Tenant shall repair any injury or defacement, including without limitation discoloration caused by such installations and/or removal.', metadata={'id': '6b7d88f0c979c65d5db088fc177fa81f', 'name': 'Lease Agreements/Bioplex, Inc.pdf', 'structure': 'lim h1 div', 'xpath': '/dg:chunk/docset:WITNESSETH-section/docset:WITNESSETH/dg:chunk/docset:TheObligation/dg:chunk[8]/dg:chunk'})]}

Using Docugami Knowledge Graph for High Accuracy Document QA

One issue with large documents is that the correct answer to your question may depend on chunks that are far apart in the document. Typical chunking techniques, even with overlap, will struggle with providing the LLM sufficent context to answer such questions. With upcoming very large context LLMs, it may be possible to stuff a lot of tokens, perhaps even entire documents, inside the context but this will still hit limits at some point with very long documents, or a lot of documents.

For example, if we ask a more complex question that requires the LLM to draw on chunks from different parts of the document, even OpenAI's powerful LLM is unable to answer correctly.

chain_response = qa_chain("What is rentable area for the property owned by DHA Group?")
chain_response["result"]  # correct answer should be 13,500 sq ft

" I don't know."

chain_response["source_documents"]

[Document(page_content='1.6 Rentable Area of the Premises.', metadata={'id': '5b39a1ae84d51682328dca1467be211f', 'name': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'structure': 'lim h1', 'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/dg:chunk/dg:chunk/docset:BasicLeaseInformation/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS-section/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS/docset:CatalystGroup/dg:chunk[6]/dg:chunk'}),
 Document(page_content='1.6 Rentable Area of the Premises.', metadata={'id': '5b39a1ae84d51682328dca1467be211f', 'name': 'Sample Commercial Leases/Shorebucks LLC_AZ.pdf', 'structure': 'lim h1', 'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE-section/docset:WITNESSETH-section/docset:WITNESSETH/dg:chunk/dg:chunk/docset:BasicLeaseInformation/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS-section/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS/docset:MenloGroup/dg:chunk[6]/dg:chunk'}),
 Document(page_content='1.6 Rentable Area of the Premises.', metadata={'id': '5b39a1ae84d51682328dca1467be211f', 'name': 'Sample Commercial Leases/Shorebucks LLC_FL.pdf', 'structure': 'lim h1', 'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:Florida-section/docset:Florida/docset:Shorebucks/dg:chunk[5]/dg:chunk'}),
 Document(page_content='1.6 Rentable Area of the Premises.', metadata={'id': '5b39a1ae84d51682328dca1467be211f', 'name': 'Sample Commercial Leases/Shorebucks LLC_TX.pdf', 'structure': 'lim h1', 'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/dg:chunk/dg:chunk/docset:BasicLeaseInformation/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS-section/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS/docset:LandmarkLlc/dg:chunk[6]/dg:chunk'})]

At first glance the answer may seem reasonable, but it is incorrect. If you review the source chunks carefully for this answer, you will see that the chunking of the document did not end up putting the Landlord name and the rentable area in the same context, and produced irrelevant chunks therefore the answer is incorrect (should be 13,500 sq ft)

Docugami can help here. Chunks are annotated with additional metadata created using different techniques if a user has been using Docugami. More technical approaches will be added later.

Specifically, let's ask Docugami to return XML tags on its output, as well as additional metadata:

loader = DocugamiLoader(docset_id="zo954yqy53wp")
loader.include_xml_tags = (
    True  # for additional semantics from the Docugami knowledge graph
)
chunks = loader.load()
print(chunks[0].metadata)

{'xpath': '/docset:OFFICELEASE-section/dg:chunk', 'id': '47297e277e556f3ce8b570047304560b', 'name': 'Sample Commercial Leases/Shorebucks LLC_AZ.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_AZ.pdf', 'structure': 'h1 h1 p', 'tag': 'chunk Lease', 'Lease Date': 'March  29th , 2019', 'Landlord': 'Menlo Group', 'Tenant': 'Shorebucks LLC', 'Premises Address': '1564  E Broadway Rd ,  Tempe ,  Arizona  85282', 'Term of Lease': '96  full calendar months', 'Square Feet': '16,159'}

We can use a self-querying retriever to improve our query accuracy, using this additional metadata:

!poetry run pip install --upgrade lark --quiet

from langchain.chains.query_constructor.schema import AttributeInfo
from langchain.retrievers.self_query.base import SelfQueryRetriever
from langchain_chroma import Chroma

EXCLUDE_KEYS = ["id", "xpath", "structure"]
metadata_field_info = [
    AttributeInfo(
        name=key,
        description=f"The {key} for this chunk",
        type="string",
    )
    for key in chunks[0].metadata
    if key.lower() not in EXCLUDE_KEYS
]

document_content_description = "Contents of this chunk"
llm = OpenAI(temperature=0)

vectordb = Chroma.from_documents(documents=chunks, embedding=embedding)
retriever = SelfQueryRetriever.from_llm(
    llm, vectordb, document_content_description, metadata_field_info, verbose=True
)
qa_chain = RetrievalQA.from_chain_type(
    llm=OpenAI(),
    chain_type="stuff",
    retriever=retriever,
    return_source_documents=True,
    verbose=True,
)

API Reference:AttributeInfo | SelfQueryRetriever

Let's run the same question again. It returns the correct result since all the chunks have metadata key/value pairs on them carrying key information about the document even if this information is physically very far away from the source chunk used to generate the answer.

qa_chain(
    "What is rentable area for the property owned by DHA Group?"
)  # correct answer should be 13,500 sq ft

[1m> Entering new RetrievalQA chain...[0m

[1m> Finished chain.[0m

{'query': 'What is rentable area for the property owned by DHA Group?',
 'result': ' The rentable area of the property owned by DHA Group is 13,500 square feet.',
 'source_documents': [Document(page_content='1.6 Rentable Area of the Premises.', metadata={'Landlord': 'DHA Group', 'Lease Date': 'March  29th , 2019', 'Premises Address': '111  Bauer Dr ,  Oakland ,  New Jersey ,  07436', 'Square Feet': '13,500', 'Tenant': 'Shorebucks LLC', 'Term of Lease': '84  full calendar  months', 'id': '5b39a1ae84d51682328dca1467be211f', 'name': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'structure': 'lim h1', 'tag': 'chunk', 'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/dg:chunk/dg:chunk/docset:BasicLeaseInformation/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS-section/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS/docset:DhaGroup/dg:chunk[6]/dg:chunk'}),
  Document(page_content='<RentableAreaofthePremises><SquareFeet>13,500 </SquareFeet>square feet. This square footage figure includes an add-on factor for Common Areas in the Building and has been agreed upon by the parties as final and correct and is not subject to challenge or dispute by either party. </RentableAreaofthePremises>', metadata={'Landlord': 'DHA Group', 'Lease Date': 'March  29th , 2019', 'Premises Address': '111  Bauer Dr ,  Oakland ,  New Jersey ,  07436', 'Square Feet': '13,500', 'Tenant': 'Shorebucks LLC', 'Term of Lease': '84  full calendar  months', 'id': '4c06903d087f5a83e486ee42cd702d31', 'name': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'structure': 'div', 'tag': 'RentableAreaofthePremises', 'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/dg:chunk/dg:chunk/docset:BasicLeaseInformation/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS-section/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS/docset:DhaGroup/dg:chunk[6]/docset:RentableAreaofthePremises-section/docset:RentableAreaofthePremises'}),
  Document(page_content='<TheTermAnnualMarketRent>shall mean (i) for the initial Lease Year (“Year 1”) <Money>$2,239,748.00 </Money>per year (i.e., the product of the Rentable Area of the Premises multiplied by <Money>$82.00</Money>) (the “Year 1 Market Rent Hurdle”); (ii) for the Lease Year thereafter, <Percent>one hundred three percent (103%) </Percent>of the Year 1 Market Rent Hurdle, and (iii) for each Lease Year thereafter until the termination or expiration of this Lease, the Annual Market Rent Threshold shall be <AnnualMarketRentThreshold>one hundred three percent (103%) </AnnualMarketRentThreshold>of the Annual Market Rent Threshold for the immediately prior Lease Year. </TheTermAnnualMarketRent>', metadata={'Landlord': 'DHA Group', 'Lease Date': 'March  29th , 2019', 'Premises Address': '111  Bauer Dr ,  Oakland ,  New Jersey ,  07436', 'Square Feet': '13,500', 'Tenant': 'Shorebucks LLC', 'Term of Lease': '84  full calendar  months', 'id': '6b90beeadace5d4d12b25706fb48e631', 'name': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'structure': 'div', 'tag': 'TheTermAnnualMarketRent', 'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:GrossRentCredit-section/docset:GrossRentCredit/dg:chunk/dg:chunk/dg:chunk/dg:chunk[2]/docset:PercentageRent/dg:chunk[2]/dg:chunk[2]/docset:TenantSRevenue/dg:chunk[2]/docset:TenantSRevenue/dg:chunk[3]/docset:TheTermAnnualMarketRent-section/docset:TheTermAnnualMarketRent'}),
  Document(page_content='1.11 Percentage Rent.\n (a) <GrossRevenue><Percent>55% </Percent>of Gross Revenue to Landlord until Landlord receives Percentage Rent in an amount equal to the Annual Market Rent Hurdle (as escalated); and </GrossRevenue>', metadata={'Landlord': 'DHA Group', 'Lease Date': 'March  29th , 2019', 'Premises Address': '111  Bauer Dr ,  Oakland ,  New Jersey ,  07436', 'Square Feet': '13,500', 'Tenant': 'Shorebucks LLC', 'Term of Lease': '84  full calendar  months', 'id': 'c8bb9cbedf65a578d9db3f25f519dd3d', 'name': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'structure': 'lim h1 lim p', 'tag': 'chunk GrossRevenue', 'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:GrossRentCredit-section/docset:GrossRentCredit/dg:chunk/dg:chunk/dg:chunk/docset:PercentageRent/dg:chunk[1]/dg:chunk[1]'})]}

This time the answer is correct, since the self-querying retriever created a filter on the landlord attribute of the metadata, correctly filtering to document that specifically is about the DHA Group landlord. The resulting source chunks are all relevant to this landlord, and this improves answer accuracy even though the landlord is not directly mentioned in the specific chunk that contains the correct answer.

Advanced Topic: Small-to-Big Retrieval with Document Knowledge Graph Hierarchy

Documents are inherently semi-structured and the DocugamiLoader is able to navigate the semantic and structural contours of the document to provide parent chunk references on the chunks it returns. This is useful e.g. with the MultiVector Retriever for small-to-big retrieval.

To get parent chunk references, you can set loader.parent_hierarchy_levels to a non-zero value.

from typing import Dict, List

from docugami_langchain.document_loaders import DocugamiLoader
from langchain_core.documents import Document

loader = DocugamiLoader(docset_id="zo954yqy53wp")
loader.include_xml_tags = (
    True  # for additional semantics from the Docugami knowledge graph
)
loader.parent_hierarchy_levels = 3  # for expanded context
loader.max_text_length = (
    1024 * 8
)  # 8K chars are roughly 2K tokens (ref: https://help.openai.com/en/articles/4936856-what-are-tokens-and-how-to-count-them)
loader.include_project_metadata_in_doc_metadata = (
    False  # Not filtering on vector metadata, so remove to lighten the vectors
)
chunks: List[Document] = loader.load()

# build separate maps of parent and child chunks
parents_by_id: Dict[str, Document] = {}
children_by_id: Dict[str, Document] = {}
for chunk in chunks:
    chunk_id = chunk.metadata.get("id")
    parent_chunk_id = chunk.metadata.get(loader.parent_id_key)
    if not parent_chunk_id:
        # parent chunk
        parents_by_id[chunk_id] = chunk
    else:
        # child chunk
        children_by_id[chunk_id] = chunk

API Reference:Document

# Explore some of the parent chunk relationships
for id, chunk in list(children_by_id.items())[:5]:
    parent_chunk_id = chunk.metadata.get(loader.parent_id_key)
    if parent_chunk_id:
        # child chunks have the parent chunk id set
        print(f"PARENT CHUNK {parent_chunk_id}: {parents_by_id[parent_chunk_id]}")
        print(f"CHUNK {id}: {chunk}")

PARENT CHUNK 7df09fbfc65bb8377054808aac2d16fd: page_content='OFFICE LEASE\n THIS OFFICE LEASE\n <Lease>(the "Lease") is made and entered into as of <LeaseDate>March 29th, 2019</LeaseDate>, by and between Landlord and Tenant. "Date of this Lease" shall mean the date on which the last one of the Landlord and Tenant has signed this Lease. </Lease>\nW I T N E S S E T H\n <TheTerms> Subject to and on the terms and conditions of this Lease, Landlord leases to Tenant and Tenant hires from Landlord the Premises. </TheTerms>\n1. BASIC LEASE INFORMATION AND DEFINED TERMS.\nThe key business terms of this Lease and the defined terms used in this Lease are as follows:' metadata={'xpath': '/docset:OFFICELEASE-section/dg:chunk', 'id': '7df09fbfc65bb8377054808aac2d16fd', 'name': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'structure': 'h1 h1 p h1 p lim h1 p', 'tag': 'chunk Lease chunk TheTerms'}
CHUNK 47297e277e556f3ce8b570047304560b: page_content='OFFICE LEASE\n THIS OFFICE LEASE\n <Lease>(the "Lease") is made and entered into as of <LeaseDate>March 29th, 2019</LeaseDate>, by and between Landlord and Tenant. "Date of this Lease" shall mean the date on which the last one of the Landlord and Tenant has signed this Lease. </Lease>' metadata={'xpath': '/docset:OFFICELEASE-section/dg:chunk', 'id': '47297e277e556f3ce8b570047304560b', 'name': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_NJ.pdf', 'structure': 'h1 h1 p', 'tag': 'chunk Lease', 'doc_id': '7df09fbfc65bb8377054808aac2d16fd'}
PARENT CHUNK bb84925da3bed22c30ea1bdc173ff54f: page_content='OFFICE LEASE\n THIS OFFICE LEASE\n <Lease>(the "Lease") is made and entered into as of <LeaseDate>January 8th, 2018</LeaseDate>, by and between Landlord and Tenant. "Date of this Lease" shall mean the date on which the last one of the Landlord and Tenant has signed this Lease. </Lease>\nW I T N E S S E T H\n <TheTerms> Subject to and on the terms and conditions of this Lease, Landlord leases to Tenant and Tenant hires from Landlord the Premises. </TheTerms>\n1. BASIC LEASE INFORMATION AND DEFINED TERMS.\nThe key business terms of this Lease and the defined terms used in this Lease are as follows:\n1.1 Landlord.\n <Landlord>Catalyst Group LLC </Landlord>' metadata={'xpath': '/docset:OFFICELEASE-section/dg:chunk', 'id': 'bb84925da3bed22c30ea1bdc173ff54f', 'name': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'structure': 'h1 h1 p h1 p lim h1 p lim h1 div', 'tag': 'chunk Lease chunk TheTerms chunk Landlord'}
CHUNK 2f1746cbd546d1d61a9250c50de7a7fa: page_content='W I T N E S S E T H\n <TheTerms> Subject to and on the terms and conditions of this Lease, Landlord leases to Tenant and Tenant hires from Landlord the Premises. </TheTerms>' metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:WITNESSETH-section/dg:chunk', 'id': '2f1746cbd546d1d61a9250c50de7a7fa', 'name': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'structure': 'h1 p', 'tag': 'chunk TheTerms', 'doc_id': 'bb84925da3bed22c30ea1bdc173ff54f'}
PARENT CHUNK 0b0d765b6e504a6ba54fa76b203e62ec: page_content='OFFICE LEASE\n THIS OFFICE LEASE\n <Lease>(the "Lease") is made and entered into as of <LeaseDate>January 8th, 2018</LeaseDate>, by and between Landlord and Tenant. "Date of this Lease" shall mean the date on which the last one of the Landlord and Tenant has signed this Lease. </Lease>\nW I T N E S S E T H\n <TheTerms> Subject to and on the terms and conditions of this Lease, Landlord leases to Tenant and Tenant hires from Landlord the Premises. </TheTerms>\n1. BASIC LEASE INFORMATION AND DEFINED TERMS.\nThe key business terms of this Lease and the defined terms used in this Lease are as follows:\n1.1 Landlord.\n <Landlord>Catalyst Group LLC </Landlord>\n1.2 Tenant.\n <Tenant>Shorebucks LLC </Tenant>' metadata={'xpath': '/docset:OFFICELEASE-section/dg:chunk', 'id': '0b0d765b6e504a6ba54fa76b203e62ec', 'name': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'structure': 'h1 h1 p h1 p lim h1 p lim h1 div lim h1 div', 'tag': 'chunk Lease chunk TheTerms chunk Landlord chunk Tenant'}
CHUNK b362dfe776ec5a7a66451a8c7c220b59: page_content='1. BASIC LEASE INFORMATION AND DEFINED TERMS.' metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/dg:chunk/dg:chunk/docset:BasicLeaseInformation/dg:chunk', 'id': 'b362dfe776ec5a7a66451a8c7c220b59', 'name': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'structure': 'lim h1', 'tag': 'chunk', 'doc_id': '0b0d765b6e504a6ba54fa76b203e62ec'}
PARENT CHUNK c942010baaf76aa4d4657769492f6edb: page_content='OFFICE LEASE\n THIS OFFICE LEASE\n <Lease>(the "Lease") is made and entered into as of <LeaseDate>January 8th, 2018</LeaseDate>, by and between Landlord and Tenant. "Date of this Lease" shall mean the date on which the last one of the Landlord and Tenant has signed this Lease. </Lease>\nW I T N E S S E T H\n <TheTerms> Subject to and on the terms and conditions of this Lease, Landlord leases to Tenant and Tenant hires from Landlord the Premises. </TheTerms>\n1. BASIC LEASE INFORMATION AND DEFINED TERMS.\nThe key business terms of this Lease and the defined terms used in this Lease are as follows:\n1.1 Landlord.\n <Landlord>Catalyst Group LLC </Landlord>\n1.2 Tenant.\n <Tenant>Shorebucks LLC </Tenant>\n1.3 Building.\n <Building>The building containing the Premises located at <PremisesAddress><PremisesStreetAddress><MainStreet>600 </MainStreet><StreetName>Main Street</StreetName></PremisesStreetAddress>, <City>Bellevue</City>, <State>WA</State>, <Premises>98004</Premises></PremisesAddress>. The Building is located within the Project. </Building>' metadata={'xpath': '/docset:OFFICELEASE-section/dg:chunk', 'id': 'c942010baaf76aa4d4657769492f6edb', 'name': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'structure': 'h1 h1 p h1 p lim h1 p lim h1 div lim h1 div lim h1 div', 'tag': 'chunk Lease chunk TheTerms chunk Landlord chunk Tenant chunk Building'}
CHUNK a95971d693b7aa0f6640df1fbd18c2ba: page_content='The key business terms of this Lease and the defined terms used in this Lease are as follows:' metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/dg:chunk/dg:chunk/docset:BasicLeaseInformation/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS-section/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS/dg:chunk', 'id': 'a95971d693b7aa0f6640df1fbd18c2ba', 'name': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'source': 'Sample Commercial Leases/Shorebucks LLC_WA.pdf', 'structure': 'p', 'tag': 'chunk', 'doc_id': 'c942010baaf76aa4d4657769492f6edb'}
PARENT CHUNK f34b649cde7fc4ae156849a56d690495: page_content='W I T N E S S E T H\n <TheTerms> Subject to and on the terms and conditions of this Lease, Landlord leases to Tenant and Tenant hires from Landlord the Premises. </TheTerms>\n1. BASIC LEASE INFORMATION AND DEFINED TERMS.\n<BASICLEASEINFORMATIONANDDEFINEDTERMS>The key business terms of this Lease and the defined terms used in this Lease are as follows: </BASICLEASEINFORMATIONANDDEFINEDTERMS>\n1.1 Landlord.\n <Landlord><Landlord>Menlo Group</Landlord>, a <USState>Delaware </USState>limited liability company authorized to transact business in <USState>Arizona</USState>. </Landlord>\n1.2 Tenant.\n <Tenant>Shorebucks LLC </Tenant>\n1.3 Building.\n <Building>The building containing the Premises located at <PremisesAddress><PremisesStreetAddress><Premises>1564 </Premises><Premises>E Broadway Rd</Premises></PremisesStreetAddress>, <City>Tempe</City>, <USState>Arizona </USState><Premises>85282</Premises></PremisesAddress>. The Building is located within the Project. </Building>\n1.4 Project.\n <Project>The parcel of land and the buildings and improvements located on such land known as Shorebucks Office <ShorebucksOfficeAddress><ShorebucksOfficeStreetAddress><ShorebucksOffice>6 </ShorebucksOffice><ShorebucksOffice6>located at <Number>1564 </Number>E Broadway Rd</ShorebucksOffice6></ShorebucksOfficeStreetAddress>, <City>Tempe</City>, <USState>Arizona </USState><Number>85282</Number></ShorebucksOfficeAddress>. The Project is legally described in EXHIBIT "A" to this Lease. </Project>' metadata={'xpath': '/dg:chunk/docset:WITNESSETH-section/dg:chunk', 'id': 'f34b649cde7fc4ae156849a56d690495', 'name': 'Sample Commercial Leases/Shorebucks LLC_AZ.docx', 'source': 'Sample Commercial Leases/Shorebucks LLC_AZ.docx', 'structure': 'h1 p lim h1 div lim h1 div lim h1 div lim h1 div lim h1 div', 'tag': 'chunk TheTerms BASICLEASEINFORMATIONANDDEFINEDTERMS chunk Landlord chunk Tenant chunk Building chunk Project'}
CHUNK 21b4d9517f7ccdc0e3a028ce5043a2a0: page_content='1.1 Landlord.\n <Landlord><Landlord>Menlo Group</Landlord>, a <USState>Delaware </USState>limited liability company authorized to transact business in <USState>Arizona</USState>. </Landlord>' metadata={'xpath': '/dg:chunk/docset:WITNESSETH-section/docset:WITNESSETH/dg:chunk[1]/dg:chunk[1]/dg:chunk/dg:chunk[2]/dg:chunk', 'id': '21b4d9517f7ccdc0e3a028ce5043a2a0', 'name': 'Sample Commercial Leases/Shorebucks LLC_AZ.docx', 'source': 'Sample Commercial Leases/Shorebucks LLC_AZ.docx', 'structure': 'lim h1 div', 'tag': 'chunk Landlord', 'doc_id': 'f34b649cde7fc4ae156849a56d690495'}

from langchain.retrievers.multi_vector import MultiVectorRetriever, SearchType
from langchain.storage import InMemoryStore
from langchain_chroma import Chroma
from langchain_openai import OpenAIEmbeddings

# The vectorstore to use to index the child chunks
vectorstore = Chroma(collection_name="big2small", embedding_function=OpenAIEmbeddings())

# The storage layer for the parent documents
store = InMemoryStore()

# The retriever (empty to start)
retriever = MultiVectorRetriever(
    vectorstore=vectorstore,
    docstore=store,
    search_type=SearchType.mmr,  # use max marginal relevance search
    search_kwargs={"k": 2},
)

# Add child chunks to vector store
retriever.vectorstore.add_documents(list(children_by_id.values()))

# Add parent chunks to docstore
retriever.docstore.mset(parents_by_id.items())

API Reference:MultiVectorRetriever | SearchType | InMemoryStore | OpenAIEmbeddings

# Query vector store directly, should return chunks
found_chunks = vectorstore.similarity_search(
    "what signs does Birch Street allow on their property?", k=2
)

for chunk in found_chunks:
    print(chunk.page_content)
    print(chunk.metadata[loader.parent_id_key])

24. SIGNS.
 <SIGNS>No signage shall be placed by Tenant on any portion of the Project. However, Tenant shall be permitted to place a sign bearing its name in a location approved by Landlord near the entrance to the Premises (at Tenant's cost) and will be furnished a single listing of its name in the Building's directory (at Landlord's cost), all in accordance with the criteria adopted <Frequency>from time to time </Frequency>by Landlord for the Project. Any changes or additional listings in the directory shall be furnished (subject to availability of space) for the then Building Standard charge. </SIGNS>
43090337ed2409e0da24ee07e2adbe94
<TheExterior> Tenant agrees that all signs, awnings, protective gates, security devices and other installations visible from the exterior of the Premises shall be subject to Landlord's prior written approval, shall be subject to the prior approval of the <Org>Landmarks </Org><Landmarks>Preservation Commission </Landmarks>of the City of <USState>New <Org>York</Org></USState>, if required, and shall not interfere with or block either of the adjacent stores, provided, however, that Landlord shall not unreasonably withhold consent for signs that Tenant desires to install. Tenant agrees that any permitted signs, awnings, protective gates, security devices, and other installations shall be installed at Tenant’s sole cost and expense professionally prepared and dignified and subject to Landlord's prior written approval, which shall not be unreasonably withheld, delayed or conditioned, and subject to such reasonable rules and restrictions as Landlord <Frequency>from time to time </Frequency>may impose. Tenant shall submit to Landlord drawings of the proposed signs and other installations, showing the size, color, illumination and general appearance thereof, together with a statement of the manner in which the same are to be affixed to the Premises. Tenant shall not commence the installation of the proposed signs and other installations unless and until Landlord shall have approved the same in writing. . Tenant shall not install any neon sign. The aforesaid signs shall be used solely for the purpose of identifying Tenant's business. No changes shall be made in the signs and other installations without first obtaining Landlord's prior written consent thereto, which consent shall not be unreasonably withheld, delayed or conditioned. Tenant shall, at its own cost and expense, obtain and exhibit to Landlord such permits or certificates of approval as Tenant may be required to obtain from any and all City, State and other authorities having jurisdiction covering the erection, installation, maintenance or use of said signs or other installations, and Tenant shall maintain the said signs and other installations together with any appurtenances thereto in good order and condition and to the satisfaction of the Landlord and in accordance with any and all orders, regulations, requirements and rules of any public authorities having jurisdiction thereover. Landlord consents to Tenant’s Initial Signage described in annexed Exhibit D. </TheExterior>
54ddfc3e47f41af7e747b2bc439ea96b

# Query retriever, should return parents (using MMR since that was set as search_type above)
retrieved_parent_docs = retriever.invoke(
    "what signs does Birch Street allow on their property?"
)
for chunk in retrieved_parent_docs:
    print(chunk.page_content)
    print(chunk.metadata["id"])

21. SERVICES AND UTILITIES.
 <SERVICESANDUTILITIES>Landlord shall have no obligation to provide any utilities or services to the Premises other than passenger elevator service to the Premises. Tenant shall be solely responsible for and shall promptly pay all charges for water, electricity, or any other utility used or consumed in the Premises, including all costs associated with separately metering for the Premises. Tenant shall be responsible for repairs and maintenance to exit lighting, emergency lighting, and fire extinguishers for the Premises. Tenant is responsible for interior janitorial, pest control, and waste removal services. Landlord may at any time change the electrical utility provider for the Building. Tenant’s use of electrical, HVAC, or other services furnished by Landlord shall not exceed, either in voltage, rated capacity, use, or overall load, that which Landlord deems to be standard for the Building. In no event shall Landlord be liable for damages resulting from the failure to furnish any service, and any interruption or failure shall in no manner entitle Tenant to any remedies including abatement of Rent. If at any time during the Lease Term the Project has any type of card access system for the Parking Areas or the Building, Tenant shall purchase access cards for all occupants of the Premises from Landlord at a Building Standard charge and shall comply with Building Standard terms relating to access to the Parking Areas and the Building. </SERVICESANDUTILITIES>
22. SECURITY DEPOSIT.
 <SECURITYDEPOSIT>The Security Deposit shall be held by Landlord as security for Tenant's full and faithful performance of this Lease including the payment of Rent. Tenant grants Landlord a security interest in the Security Deposit. The Security Deposit may be commingled with other funds of Landlord and Landlord shall have no liability for payment of any interest on the Security Deposit. Landlord may apply the Security Deposit to the extent required to cure any default by Tenant. If Landlord so applies the Security Deposit, Tenant shall deliver to Landlord the amount necessary to replenish the Security Deposit to its original sum within <Deliver>five days </Deliver>after notice from Landlord. The Security Deposit shall not be deemed an advance payment of Rent or a measure of damages for any default by Tenant, nor shall it be a defense to any action that Landlord may bring against Tenant. </SECURITYDEPOSIT>
23. GOVERNMENTAL REGULATIONS.
 <GOVERNMENTALREGULATIONS>Tenant, at Tenant's sole cost and expense, shall promptly comply (and shall cause all subtenants and licensees to comply) with all laws, codes, and ordinances of governmental authorities, including the Americans with Disabilities Act of <AmericanswithDisabilitiesActDate>1990 </AmericanswithDisabilitiesActDate>as amended (the "ADA"), and all recorded covenants and restrictions affecting the Project, pertaining to Tenant, its conduct of business, and its use and occupancy of the Premises, including the performance of any work to the Common Areas required because of Tenant's specific use (as opposed to general office use) of the Premises or Alterations to the Premises made by Tenant. </GOVERNMENTALREGULATIONS>
24. SIGNS.
 <SIGNS>No signage shall be placed by Tenant on any portion of the Project. However, Tenant shall be permitted to place a sign bearing its name in a location approved by Landlord near the entrance to the Premises (at Tenant's cost) and will be furnished a single listing of its name in the Building's directory (at Landlord's cost), all in accordance with the criteria adopted <Frequency>from time to time </Frequency>by Landlord for the Project. Any changes or additional listings in the directory shall be furnished (subject to availability of space) for the then Building Standard charge. </SIGNS>
25. BROKER.
 <BROKER>Landlord and Tenant each represent and warrant that they have neither consulted nor negotiated with any broker or finder regarding the Premises, except the Landlord's Broker and Tenant's Broker. Tenant shall indemnify, defend, and hold Landlord harmless from and against any claims for commissions from any real estate broker other than Landlord's Broker and Tenant's Broker with whom Tenant has dealt in connection with this Lease. Landlord shall indemnify, defend, and hold Tenant harmless from and against payment of any leasing commission due Landlord's Broker and Tenant's Broker in connection with this Lease and any claims for commissions from any real estate broker other than Landlord's Broker and Tenant's Broker with whom Landlord has dealt in connection with this Lease. The terms of this article shall survive the expiration or earlier termination of this Lease. </BROKER>
26. END OF TERM.
 <ENDOFTERM>Tenant shall surrender the Premises to Landlord at the expiration or sooner termination of this Lease or Tenant's right of possession in good order and condition, broom-clean, except for reasonable wear and tear. All Alterations made by Landlord or Tenant to the Premises shall become Landlord's property on the expiration or sooner termination of the Lease Term. On the expiration or sooner termination of the Lease Term, Tenant, at its expense, shall remove from the Premises all of Tenant's personal property, all computer and telecommunications wiring, and all Alterations that Landlord designates by notice to Tenant. Tenant shall also repair any damage to the Premises caused by the removal. Any items of Tenant's property that shall remain in the Premises after the expiration or sooner termination of the Lease Term, may, at the option of Landlord and without notice, be deemed to have been abandoned, and in that case, those items may be retained by Landlord as its property to be disposed of by Landlord, without accountability or notice to Tenant or any other party, in the manner Landlord shall determine, at Tenant's expense. </ENDOFTERM>
27. ATTORNEYS' FEES.
 <ATTORNEYSFEES>Except as otherwise provided in this Lease, the prevailing party in any litigation or other dispute resolution proceeding, including arbitration, arising out of or in any manner based on or relating to this Lease, including tort actions and actions for injunctive, declaratory, and provisional relief, shall be entitled to recover from the losing party actual attorneys' fees and costs, including fees for litigating the entitlement to or amount of fees or costs owed under this provision, and fees in connection with bankruptcy, appellate, or collection proceedings. No person or entity other than Landlord or Tenant has any right to recover fees under this paragraph. In addition, if Landlord becomes a party to any suit or proceeding affecting the Premises or involving this Lease or Tenant's interest under this Lease, other than a suit between Landlord and Tenant, or if Landlord engages counsel to collect any of the amounts owed under this Lease, or to enforce performance of any of the agreements, conditions, covenants, provisions, or stipulations of this Lease, without commencing litigation, then the costs, expenses, and reasonable attorneys' fees and disbursements incurred by Landlord shall be paid to Landlord by Tenant. </ATTORNEYSFEES>
43090337ed2409e0da24ee07e2adbe94
<TenantsSoleCost> Tenant, at Tenant's sole cost and expense, shall be responsible for the removal and disposal of all of garbage, waste, and refuse from the Premises on a <Frequency>daily </Frequency>basis. Tenant shall cause all garbage, waste and refuse to be stored within the Premises until <Stored>thirty (30) minutes </Stored>before closing, except that Tenant shall be permitted, to the extent permitted by law, to place garbage outside the Premises after the time specified in the immediately preceding sentence for pick up prior to <PickUp>6:00 A.M. </PickUp>next following. Garbage shall be placed at the edge of the sidewalk in front of the Premises at the location furthest from he main entrance to the Building or such other location in front of the Building as may be specified by Landlord. </TenantsSoleCost>
<ItsSoleCost> Tenant, at its sole cost and expense, agrees to use all reasonable diligence in accordance with the best prevailing methods for the prevention and extermination of vermin, rats, and mice, mold, fungus, allergens, <Bacterium>bacteria </Bacterium>and all other similar conditions in the Premises. Tenant, at Tenant's expense, shall cause the Premises to be exterminated <Exterminated>from time to time </Exterminated>to the reasonable satisfaction of Landlord and shall employ licensed exterminating companies. Landlord shall not be responsible for any cleaning, waste removal, janitorial, or similar services for the Premises, and Tenant sha ll not be entitled to seek any abatement, setoff or credit from the Landlord in the event any conditions described in this Article are found to exist in the Premises. </ItsSoleCost>
42B. Sidewalk Use and Maintenance
<TheSidewalk> Tenant shall, at its sole cost and expense, keep the sidewalk in front of the Premises 18 inches into the street from the curb clean free of garbage, waste, refuse, excess water, snow, and ice and Tenant shall pay, as additional rent, any fine, cost, or expense caused by Tenant's failure to do so. In the event Tenant operates a sidewalk café, Tenant shall, at its sole cost and expense, maintain, repair, and replace as necessary, the sidewalk in front of the Premises and the metal trapdoor leading to the basement of the Premises, if any. Tenant shall post warning signs and cones on all sides of any side door when in use and attach a safety bar across any such door at all times when open. </TheSidewalk>
<Display> In no event shall Tenant use, or permit to be used, the space adjacent to or any other space outside of the Premises, for display, sale or any other similar undertaking; except [1] in the event of a legal and licensed “street fair” type program or [<Number>2</Number>] if the local zoning, Community Board [if applicable] and other municipal laws, rules and regulations, allow for sidewalk café use and, if such I s the case, said operation shall be in strict accordance with all of the aforesaid requirements and conditions. . In no event shall Tenant use, or permit to be used, any advertising medium and/or loud speaker and/or sound amplifier and/or radio or television broadcast which may be heard outside of the Premises or which does not comply with the reasonable rules and regulations of Landlord which then will be in effect. </Display>
42C. Store Front Maintenance
 <TheBulkheadAndSecurityGate> Tenant agrees to wash the storefront, including the bulkhead and security gate, from the top to the ground, monthly or more often as Landlord reasonably requests and make all repairs and replacements as and when deemed necessary by Landlord, to all windows and plate and ot her glass in or about the Premises and the security gate, if any. In case of any default by Tenant in maintaining the storefront as herein provided, Landlord may do so at its own expense and bill the cost thereof to Tenant as additional rent. </TheBulkheadAndSecurityGate>
42D. Music, Noise, and Vibration
4474c92ae7ccec9184ed2fef9f072734

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Quick start​

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Advanced Topic: Small-to-Big Retrieval with Document Knowledge Graph Hierarchy

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Prerequisites

Quick start

Advantages vs Other Chunking Techniques

Load Documents

Basic Use: Docugami Loader for Document QA

Using Docugami Knowledge Graph for High Accuracy Document QA