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Overview

Folders in Morphik provide a way to organize documents into logical groups. This is particularly useful for multi-project environments where you want to maintain separation between different contexts. Documents within a folder are isolated from those in other folders, allowing for clean organization and data separation.

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Creating and Accessing Folders

from morphik import Morphik

db = Morphik()

# Create a new folder
folder = db.create_folder("marketing_docs")

# Access an existing folder
folder = db.get_folder("marketing_docs")

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Operations Within a Folder

Once you have a folder object, all operations performed on it are scoped to that folder. Documents created, retrieved, or manipulated will be contained within this folder’s scope.

# Get a folder
folder = db.get_folder("marketing_docs")

# Ingest a document into this folder
doc = folder.ingest_text("New marketing strategy for Q3", 
                       filename="strategy_q3.txt",
                       metadata={"department": "marketing", "quarter": "Q3"})

# Retrieve documents only from this folder
marketing_docs = folder.list_documents()

# Search documents only within this folder
results = folder.retrieve_chunks("marketing strategy")

# Query within the folder context
response = folder.query("What is our Q3 marketing strategy?")

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Folder Methods

All the core document operations available on the main Morphik client are also available on folder objects, but they are automatically scoped to the specific folder:

  • ingest_text - Ingest text content into this folder
  • ingest_file - Ingest a file into this folder
  • ingest_files - Ingest multiple files into this folder
  • ingest_directory - Ingest all files from a directory into this folder
  • retrieve_chunks - Retrieve chunks matching a query from this folder
  • retrieve_docs - Retrieve documents matching a query from this folder
  • query - Generate a completion using context from this folder (supports llm_config parameter for custom LLM configuration)
  • list_documents - List all documents in this folder
  • batch_get_documents - Get multiple documents by their IDs from this folder
  • batch_get_chunks - Get specific chunks by source from this folder
  • create_graph - Create a knowledge graph from documents in this folder
  • update_graph - Update a knowledge graph with new documents from this folder
  • delete_document_by_filename - Delete a document by filename from this folder

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Using Custom LLM Configuration with Folders

You can pass a custom LLM configuration when querying within a folder:

from morphik import Morphik

db = Morphik()
folder = db.get_folder("research")

# Use a specific model for this query
response = folder.query(
    "Summarize the latest findings",
    llm_config={
        "model": "claude-3-opus-20240229",
        "temperature": 0.5
    }
)

print(response.completion)

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Example: Project Document Management

A common use case for folders is separating different projects. Here’s an example of how to organize project documentation:

from morphik import Morphik
from pathlib import Path

db = Morphik()

# Create folders for different projects
project_a = db.create_folder("project_a")
project_b = db.create_folder("project_b")

# Ingest project documentation into respective folders
project_a.ingest_directory(Path("/path/to/project_a_docs"), 
                          recursive=True, 
                          metadata={"project": "Project A"})

project_b.ingest_directory(Path("/path/to/project_b_docs"), 
                          recursive=True, 
                          metadata={"project": "Project B"})

# Query is scoped to just Project A documents
project_a_response = project_a.query("What are the key milestones for this project?")

# Query is scoped to just Project B documents
project_b_response = project_b.query("What are the technical requirements?")

# Create project-specific knowledge graphs
project_a.create_graph("project_a_graph")
project_b.create_graph("project_b_graph")

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Accessing a Folder’s User Scope

You can further scope operations within a folder to a specific user by using the signin method on the folder object:

# Get a folder
project_folder = db.get_folder("project_x")

# Create a user scope within this folder
user_in_project = project_folder.signin("user_123")

# This document is accessible only to user_123 within project_x
doc = user_in_project.ingest_text("User-specific project notes")

See User Management for more details on working with user scopes.