Creating the Categorization Model Reference List

The structure of the categorization model must be set up in a self-referencing hierarchy table (in Database Designer). The hierarchical model can contain categories, sub-categories and attributes, and the table must contain the category, sub-category and attribute names along with their IDs. These must have a c prefix for categories and sub-categories and an a prefix for attributes. The IDs that are passed back from Genius can then be identified when setting up your dashboards.

Forsta Model Builder is the end user tool that you use to set up and maintain your categorization model. The category IDs can be found in this interface.

Note: Anyone who has permission to launch the survey will need to have Delete/administrator rights to the Schema in Database designer. They will also need to have access to the Survey in the Smarthub.

1. A preconstructed list of categories, sub-categories and attributes, and their corresponding IDs is available. To copy this, go to the Model List page in Model Builder and click on the cogwheel icon to open the drop down list of options (this is also available from the cogwheel icon next to the model name in the ‘Design’ mode). Click on Category list from the cogwheel on the Model list page or the Get categories and attributes link on the Model Overview page to open a dialogue box with the category and attribute list and IDs - . You will only see a categories list if you have an active version of the model.



Figure 1 - Copying the Category List

2. Choose which category list is the correct one for your project.
• The Flat Categories and Attributes tab must be used if you have a hierarchical model and you want to view your Text Analytics data in the Reportal Text Analytics standard template report. There are pipe characters between the names of categories, sub-categories and attributes, which will show up to give context in the charts of the report. The report also splits up the names at the pipe character to show the hierarchical model correctly.
• The Categories and Attributes tab must be used if you are using Studio and the Discovery Analytics Text Analytics widget for reporting. This is also used if you have a report that does not use the Text Analytics standard template report.
• The Categories tab is a legacy tab – only used by customers who are using a flat model and who have not yet moved across to the newer methods. This option will be removed once all customers have been migrated off it, so do not choose this tab.
3. Choose the correct tab, select the full text and use Ctrl-C to copy the list to your clipboard.

Tip
If you go directly into text file format, you will need to add a tab next to the ‘Parent’ header before saving.

4. Paste this list into an Excel® spreadsheet.
5. Save this spreadsheet as a Unicode Text file (this ensures compatibility when using languages other than English).
6. Go into Database Designer, create a schema and select the Hierarchy wizard - .



Figure 2 - The Hierarchy wizard

7. Select Self-referencing hierarchy - .



Figure 3 - Selecting Self-referencing hierarchy

8. Then click Next.

9. Add the name of your table - .



Figure 4 - Adding the name of your table

10. Then click Next.

11. Choose your tab delimited text file and ensure the category labels are correct - .



Figure 5 - Choosing the file

12. Click Finish.

Once the table has been created it is ready to use.

Note: If the model is edited after the table has been created, then the table will need to be updated with any new categories, sub-categories and attributes that are added. If the model has only acquired new keywords in existing categories, this is not necessary.
A new feature now exists which automatically synchronizes the database designer table with the newly added structure of the category tree (go to Running the Genius Task for more information).