Managing Project Category Models (Studio)

About Managing Project Category Models

On the Projects page in Studio, you can manage project category models, including filtering and sorting category models, setting report defaults for category models, and viewing model dependencies.

The Models table on the Projects page displays a list of models available in the selected content provider’s project.

Accessing Project Category Models

For information on accessing project category models, see Accessing Project Attributes and Project Category Models.

Category Models Table Overview

You can view a list of the category models available in the selected content provider’s project in the Models table on the Projects page. This table provides the following information:

1. 1. Name: Category model name.
      
   2. Geography: Shows whether a category model is marked as geographic. Geographic models can be used to present data on a map.
   3. Last Classified: Displays the date and time of the last classification run for this category model.
   4. Include Local Other: Shows whether sentences from the Local Other bucket are treated as classified into the parent node in reports (Yes) or not (No).
      Qtip: The Local Other bucket is a special node for sentences that match the parent topic, but none of its child topics.
   5. Include in Incremental Data Loads: Indicates whether a category model is set to run each time an incremental data upload is performed (Yes) or not (No).
      
   6. Include Records Without Text In Model: Shows whether a category model includes records without text (Yes) or not (No).

1. Show: Drill Menu: Indicates whether a category model appears in the drill menu when drilling in View mode. For more information, see Excluding Attributes or Category Models From Content.
2. Show: Document Explorer: Shows whether a category model appears in document explorer. For more information, see Excluding Attributes or Category Models From Content.
   
3. Show: Reporting: Indicates whether a category model appears in reporting across widgets, filters, and metrics definitions. For more information, see Excluding Attributes or Category Models from Content.

Filtering Project Category Models

You can filter project category models by name and other parameters to narrow down the models list.

1. Access the project category models.
2. Click the Filter button to bring up the filter builder where you can add filter conditions.
   
3. Select 1 of the following filter conditions from the Select… menu:

• Name: Select this condition to filter category models by name.
• Last Classified: Select this condition to filter category models by the date of their last classification run.
• Include In Incremental Data Loads: Select this condition to filter category models by whether they are set to run each time an incremental data upload is performed.
• Include Local Other: Select this condition to filter category models by whether sentences from the Local Other bucket are treated as classified into the parent node in reports.
• Include Records without Text In Model: Select this condition to filter category models by whether they include records without text.
  
  Qtip: Click the plus ( + ) button next to a condition to add another condition. Click the minus ( – ) button next to a condition to remove it.

4. After you select a filter condition you wish to use, you need to specify its operator and values.

• Name: The operator is automatically set to Contains to include data containing a search query. Enter a category model name or part of it to filter by in the box on the right.
  Qtip: Filter conditions have an AND relationship.
  
• Last Classified: Select 1 of the following operators: After (to show models classified after the date you specify), Before (to show models classified before the date you specify), or Between (to show models classified between the two dates you specify).
  
• Click the calendar icon and select dates from the calendar.
  
• If you select Include in Incremental Data Uploads or Include in Incremental Data Uploads as the filter condition, the operator is automatically set to Is. Select 1 of the following: All (to show all models included in incremental data loads), Yes (to show models included in incremental data loads) or No (to show models not included in incremental data loads).
  

5. The filter is applied immediately so you can check the results as you go. Click any empty spot outside the filter builder to close it and apply the filters.

Sorting Project Category Models

You can sort project category models by up to 3 columns in ascending and descending order.

1. Access the project category models.
2. Click the Sort button.
   
3. Use the sort options builder to define sorting conditions.
   
4. Select the condition you wish to use from the menu from the following options:

• Name: Sort category models by name.
  
• Last Classified: Sort category models by the date and time of their last classification.
• Include Local Other: Sort category models by whether sentences from the Local Other bucket are treated as classified into the parent node in reports (Yes) or not (No).
• Include In Incremental Data Loads: Sort category models by whether they are set to run each time an incremental data upload is performed (Yes) or not (No).
  
• Include Records Without Text In Model: Sort category models by whether they include records without text (Yes) or not (No).
• Show: Drill Menu: Sort category models by whether they appear in the drill menu when drilling in View mode.
  Qtip: The first condition is set to Name by default.

5. Select a sorting direction:

• Ascending: Text: A to Z, numbers: 0 to 9, dates: oldest to newest.
• Descending: Text: Z to A, numbers: 9 to 0, dates: newest to oldest.
  
  Qtip: If you wish, you can click the plus ( + ) button to add another condition. To remove a condition, click the minus ( – ) button.
  Qtip: If you specify several conditions, you can drag them up or down using the move icon. Sorting is applied in a top-to-bottom order.

6. Sorting is applied immediately so you can check the results as you go. Click any empty spot outside the sort options builder to close it and apply the sorting.

Setting Reporting Defaults for Category Models

For information on setting reporting defaults for category models, see Setting Reporting Defaults for Attributes or Category Models.

Viewing Category Model Dependencies

For information on viewing category model dependencies, see Viewing Attribute or Category Model Dependencies.

Hiding Category Models

For information on hiding category models, see Hiding Attributes or Models.

Excluding Category Models From Content

For information on excluding category models from content, see Excluding Attributes or Category Models From Content.

Viewing Category Models Hidden via Group Access

For information on viewing category models hidden via group access, see Viewing Attributes or Category Models Hidden via Group Access.

Global Other Reporting

You can use Global Other reporting to analyze data that was not categorized into a category model. This way you can identify uncaptured ideas, topics, words, and new themes to improve your model recall and make sure it’s not missing topics that are important to your business. Global Other reporting enables you to measure category model performance, particularly during the first few months of implementation, and investigate unknown or emerging trends.

Each category model has a Global Other bucket, which is a special node containing uncategorized data. To end up in the Global Other bucket, a document must satisfy the following conditions:

• Each sentence in a document must not match any of the topics in a category model. If at least 1 sentence gets categorized into any topic, the whole document is treated as  categorized.
• If a category model has a root-level rule, a document must pass it. If a document does not match the root-level rule, it isn’t considered for categorization into the model and doesn’t appear in that model’s Global Other bucket.
• For conversational data, Global Other explorer operates at the interaction level, showing you the volume and percentage of documents that are not categorized. This means there are likely many sentences that are uncategorized, even when every single document may be categorized. For example, just because someone mentioned a customer journey topic in every call doesn’t mean a topic occurred in every sentence in every call.

Using Global Other Explorer

You can use the Global Other explorer to analyze uncategorized data.

1. Access the project category model.
2. Expand the actions menu next to the category model you wish to explore.
   
3. Select Explore Global Other.
4. You can analyze uncategorized data in the Global Other Explorer window using the following widgets:

• % Global Other: This widget shows the percentage of documents that were categorized as Global Other. For more information see the % Global Other subsection below.
• Trend: This widget displays the Global Other trend over a selected time interval. See the Trend Widget subsection below for more details.
• Emerging Terms: This widget displays top words, associated words, or hashtags from the Global Other bucket over the selected date range and time interval. To find out more, see the Emerging Terms subsection.
  

5. Click Close.

% Global Other Widget

The % Global Other widget displays the percentage of uncategorized documents over the selected date range using the following formula:
% Global Other = (Documents in Global Other) / (Documents in Global Other + Categorized Documents) * 100

You can select the date range for all Global Other explorer widgets. For more information, see Date Range Filters.

Trend Widget

The trend widget displays the Global Other trend over a selected time interval. The primary axis displays the % Global Other metric as a line. The secondary axis displays Global Other volume as bubbles.
You can display data on a weekly or monthly time interval.

Qtip: Click any report item in the trend widget to filter the emerging terms widget by that particular time period.

Emerging Terms

The emerging terms widget displays top words, associated words, or hashtags from the Global Other bucket over the selected date range and time interval.

You can select the type of grouping for the emerging terms widget:

• All Words: Show the most common words from the Global Other bucket.
• Associated Words: Display the most common pairs of linguistically connected words from the Global Other bucket.
• Hashtags: Show the most common hashtags from the Global Other bucket.