Folder Properties and Annotations

Individual project folders (in both CRISP-DM and Classes view) can be annotated. In CRISP-DM view, this can be an extremely effective way to document your organization's goals for each phase of data mining. For example, using the annotation tool for the Business Understanding folder, you can include documentation such as "The business objective for this study is to reduce churn among high-value customers." This text could then be automatically included in the project report by selecting the Include in report option.

To annotate a folder:

1. Select a folder in the project pane.
2. Right-click the folder and click Folder Properties.

In CRISP-DM view, folders are annotated with a summary of the purpose of each phase as well as guidance on completing the relevant data mining tasks. You can remove or edit any of these annotations.

Name. This area displays the name of the selected field.

Tooltip text. Create custom ToolTips that will be displayed when you hover the mouse pointer over a project folder. This is useful in CRISP-DM view, for example, to provide a quick overview of each phase's goals or to mark the status of a phase, such as "In progress" or "Complete."

Annotation field. Use this field for more lengthy annotations that can be collated in the project report. The CRISP-DM view includes a description of each data mining phase in the annotation, but you should feel free to customize this for your own project.

Include in report. To include the annotation in reports, select Include in report.