Setting Up Text Analytics with One Combined Loop Structure (Studio)

Instead of creating separate loops for the text analytics variables for each open text question, it is possible to place all questions that are coded with the same categorization model in the same loop structure, with an outer loop iterating over the opentext questions used. The benefit of this setup is that you can then easily combine results across all questions when reporting in Studio. For all the questions in the survey that is to be analyzed using a common categorization model in Genius.

Note: In the survey on which you wish to run text analytics, ensure the following:
- English (a non-country-specific version) must be set as one of the languages for the survey, otherwise when reporting, the categories might be displayed blank.
- You cannot have an underscore (_) in the name of a Qid that is to be used for Text Analytics. If you must use Text Analytics on a Qid that includes an underscore in its name, you must set up a Data Processing rule to pull these comments into a new Qid that does not have an underscore.

1. If you do not have access to the Text Analysis functionality, contact Forsta Support and ask them to enable the Text Analytics permissions.
2. Once you have access to the functionality, log in to Authoring and select the survey to which you want to add the Text Analytics module.
3. Create a folder and call it Results.

1. Create the reusable scale for sentiment (go to Creating the Sentiment Scale for more information).
2. Add the categorization model list (the Database Designer table).
3. Add a folder for the metadata (go to Creating Metadata for more information).
4. Create the variables in the survey.
5. When you have added the loop and metadata folder as described, launch the survey.
6. Run the Genius task .

If everything is set up correctly, the task will run. The data will be transferred to Genius, it will be processed, and the results will be transferred back to the Forsta survey.

Tip: If you have a previous example of the Text Analytics folder in another project, go to that project in the secondary tab and copy the full folder (i.e. loopreference and the meta data folder) into the current project. Make sure that you rename all variables and set up the database designer tables correctly and in full before launching the survey.

For each of the models you are running text analytics against in your survey (typically one), you must do the following:

1. Create an outer loop called Model<modelid>Questions (for example Model1042Questions), which has one iteration for each opentext question, with question text as label and question id as code, for example - :



Figure 1 - Example of the outer loop iterating over the open text questions

2. Create a Single variable and name it Model<model nr.>OverallSentiment. Set it to Hidden, and specify the SentimentScale reusable answerlist as its answer list (go to Creating the Sentiment Scale for more information).
3. Create an OpenText variable and name it Model<model nr>Verbatim. This will hold a copy of the verbatim response from the opentext question.
4. Create a loop object and name the loop Model<model nr.>CategoriesLoop. The Loop Object is used as the answer list in the multi variables, allowing the table lookup to be used in the multis.
5. Open the Properties for the object and set the type to Table Lookup, and set the right schema and table - .



Figure 2 - Example of the categories loop

6. Add a Single, Boolean variable to the inner loop and name it Model<model nr.>Categories, with answers True and False.
7. Add a Single variable to the inner loop and name it Model<model nr.>CategorySentiment, with the SentimentScale reusable scale/list as answers.
8. Add a Single, Boolean variable to the inner loop and name it Model<model nr.>PositiveMentions, with answers True and False.
9. Add a Single, Boolean variable to the inner loop and name it Model<model nr.>NegativeMentions, with answers True and False.

On completion, the Survey Tree should look as in the example below, with the Model loop, Verbatim and Overall Satisfaction, Categories loop with the Categories, positive and negative mentions single Boolean variables and the category sentiment single question - . The model id in this example is 1042.

Figure 3 - Example of the Survey set up for bringing text analytics results from multiple questions together in one loop structure

Note: You can also copy a folder from an existing project that has the Text Analytics Loopreference already setup. Be aware that if you do this you cannot launch the survey until after you have changed the loopreference name; problems will arise if you attempt to launch before you have made the changes.

Only launch the survey after you have set everything up properly. Ensure that the name of the loopreference has the name of the open end comment that you’re analyzing, spelt and written EXACTLY the same. Note that it is case sensitive – it must be identical. Then the model ID number and the rest of the name CategoriesLoopReference.

If you have copied from another survey, remember to ensure that you have referenced the correct Table Lookup and that you have renamed each of the variables correctly, including the Meta data folders.