Best Practices

Follow these guidelines for the best experience with Moongraph.

Document Preparation

Quality Matters

Higher quality documents yield better extraction:

• Clear text — Avoid scanned documents with poor OCR
• Structured content — Headers, paragraphs, and lists help
• Consistent formatting — Standard fonts and layouts work best

File Size

Keep documents manageable:

• Split very large documents (500+ pages) into sections
• Remove unnecessary appendices or blank pages
• Combine related small documents for better context

Organization

Use Tags

Organize documents with tags:

• Create a consistent tagging system
• Use hierarchical tags (e.g., project/alpha, project/beta)
• Tag by source, date, topic, or any relevant dimension

Naming Conventions

Use descriptive file names:

• ✅ acme-annual-report-2024.pdf
• ❌ Document1.pdf

Graph Building

Start Focused

Begin with a focused set of documents:

• Start with 5-10 related documents
• Add more as you understand the connections
• Large graphs can be overwhelming

Iterative Refinement

Improve your graphs over time:

1. Review extracted entities
2. Merge duplicates (same entity, different names)
3. Add missing relationships manually
4. Remove false positives

Use Filters

Don't try to view everything at once:

• Filter by entity type
• Focus on high-connection nodes
• Hide low-relevance entities

Performance Tips

Batch Operations

When uploading many documents:

• Upload in batches of 20-50
• Wait for each batch to complete
• Monitor the processing queue

Browser Performance

For large graphs:

• Use a modern browser (Chrome, Firefox, Edge)
• Close unused tabs
• Reduce graph complexity with filters

Security

Sensitive Documents

For sensitive content:

• Review Moongraph's security practices
• Use appropriate access controls
• Consider what metadata is extracted

Getting Help

If you encounter issues:

1. Check the documentation
2. Search existing guides
3. Contact support@moongraph.io