Editing Category Models (Designer)

About Editing Category Models (Designer)

Categories, also known as Nodes, are topics that define the structure of a category model. You can build a hierarchy of these topics to sort and organize the data in your analysis.

Best Practices

• Define top-level categories by using category groups. Category groups allow you to include common words and general descriptions without focusing too much on accuracy.
• Break each category group into categories. We recommend 5-9 categories for each group. This set of categories should cover most of the group’s topics.
• Each category inherits rules from its category group.
• While there is no limit to categories you can add to a tree, we recommend keeping them to 2 levels (category groups and categories).

Adding Categories

1. Select your category from the model list dropdown. For more information on creating models, see Creating a Category Model.
   
2. Right-click the node that you would like to add your category to.
3. Click Add.
4. Provide category details for the new node.
   
   • Node name: Provide a name for the category.
     Qtip: Category names must be unique for categories that are located at the same level and share a category group. If your category model uses derived attributes, category names must be unique even if they are in different groups.
   • Node description: Provide a brief description of the category.
   • Category Reference Link: This field provides an automatically generated catRef link for this category. This is used to reference categories in rules.
   • Node status: Select a custom status for this category. If no status is available, select No status. Setting statuses can be helpful to keep track of work.
5. Click Save.

Adding Category Rules

Category rules define which sentences will be assigned to each category. Once you have created a category, add rules to classify sentences into it. For information on how to add category rules, see Category Rules.

Example: The category for “Company Image” contains a rule that looks for sentences that discuss image-related topics (like “brand”, “reputation”, “image”). This category might also need a rule that excludes sentences with words that are not related to company image (like “brand new” or “her reputation”). Rules establish which sentences are relevant to the category and exclude any data that is not applicable.

Copying and Pasting Categories

To copy or cut a category, right-click that category, then hover over Node Actions and click Copy or Cut.

To paste a category, right-click the category group that you would like to paste the category in. Hover over Node Actions then click Paste.

Alphabetizing Categories

You can automatically arrange all categories by alphabet from A to Z. Right-click the root node then hover over View and click Alphabetize Nodes.

Alphabetizing will sort all category groups by alphabet. If you select Recursively, all nodes inside category groups will be alphabetized in addition to category groups.

Moving Categories

To move categories up and down, right-click the category, hover over Node actions and click Move Up or Move Down.

Qtip: Alternatively, you can select a category then click the up and down arrows in the menu above the category tree.

Editing Categories

To edit a category, right-click the category and then click Edit Node.

You can change the node name, node description, and node status. When you’re finished editing, click Save.

NODE STATUSES

Statuses can be assigned to nodes to provide useful information for other editors. To assign a status, edit the node and select a status, then click Save.  

To make colored statuses visible in the category model, click Show Node Status at the top pane. With this setting enabled, nodes are highlighted to the color of the status and users can hover over the node to view the status title.

SMART OTHER NODES

Smart Other Node is a special category type that automatically excludes data captured by other categories. Smart Other categories look at how words are categorized into sentences, and are available for reporting in studio. This category type provides a more flexible alternative to “Other” buckets, and sentences categorized into a Smart Other node are excluded from the Local Other bucket.

Sentences will be categorized into the “Smart Other Node” if they match the rules of the parent category but none of the categories within the group.

Deleting Categories

Categories that are no longer needed can be deleted from the category model. This action is permanent and cannot be undone. Right-click the category, then hover over Node Actions and click Delete.

SHOWING DELETED NODES

Deleted categories cannot be restored, but you can show deleted category groups to view their status and rules. Right-click the root node then hover over View and click Show Deleted Nodes from the context menu.

Deleted nodes are shown in gray and no actions can be performed on them. Only parent nodes can be shown.

Viewing Category History

All actions performed on a node are stored in the Node History. To view the history of a particular node, right-click the node and select Show Node History.

Click on a version of the node to see the corresponding node rules in the rule lanes beneath the version history. To revert to an old version, click Restore next to the selected version.

Locking Nodes

Locking nodes can help prevent other editors from modifying the node at the same time. To lock a node, right-click the node you would like to edit and hover over Node Actions then select Lock Node.

To unlock a node, right-click the node you would like to unlock and hover over Node Actions then select Unlock Node.

Uncategorized Data

All uncategorized data from documents will be in the “Global Other” bucket. Use preview  to look at all uncategorized sentences in this bucket.

1. Click the root node.
   
2. Click Global Other.
3. Click the Preview all rules button.
4. View all uncategorized sentences.

LOCAL OTHER BUCKETS

“Local Other” buckets are available in category groups that have rules and child nodes available. These buckets contain sentences that were classified into the parent node but not a child node.

Local Other buckets are not available for the root node. Instead, see the Global Other bucket.

FAQ