The Categories and Concepts View
The application interface is made up of several views. The Categories and Concepts view is the window in which you can create and explore categories as well as explore and tweak the extraction results. Categories refers to a group of closely related ideas and patterns to which documents and records are assigned through a scoring process. While concepts refer to the most basic level of extraction results available to use as building blocks, called descriptors, for your categories.
The Categories and Concepts view is organized into four panes, each of which can be hidden or shown by selecting its name from the View menu. See the topic Categorizing text data for more information.
Categories Pane
Located in the upper left corner, this area presents a table in which you can manage any categories you build. After extracting the concepts and types from your text data, you can begin building categories by using techniques such as semantic networks and concept inclusion, or by creating them manually. If you double-click a category name, the Category Definitions dialog box opens and displays all of the descriptors that make up its definition, such as concepts, types, and rules. See the topic Categorizing text data for more information. Not all automatic techniques are available for all languages.
When you select a row in the pane, you can then display information about corresponding documents/records or descriptors in the Data and Visualization panes.
Extraction Results Pane
Located in the lower left corner, this area presents the extraction results. When you run an extraction, the extraction engine reads through the text data, identifies the relevant concepts, and assigns a type to each. Concepts are words or phrases extracted from your text data. Types are semantic groupings of concepts stored in the form of type dictionaries. When the extraction is complete, concepts and types appear with color coding in the Extraction Results pane. See the topic Extraction results: Concepts and types for more information.
You can see the set of underlying terms for a concept by hovering your mouse over the concept name. Doing so will display a tooltip showing the concept name and up to several lines of terms that are grouped under that concept. These underlying terms include the synonyms defined in the linguistic resources (regardless of whether they were found in the text or not) as well as the any extracted plural/singular terms, permuted terms, terms from fuzzy grouping, and so on. You can copy these terms or see the full set of underlying terms by right-clicking the concept name and choosing the context menu option.
Text mining is an iterative process in which extraction results are reviewed according to the context of the text data, fine-tuned to produce new results, and then reevaluated. Extraction results can be refined by modifying the linguistic resources. This fine-tuning can be done in part directly from the Extraction Results or Data pane but also directly in the Resource Editor view. See the topic The Resource Editor view for more information.
Visualization Pane
Located in the upper right corner, this area presents multiple perspectives on the commonalities in document/record categorization. Each graph or chart provides similar information but presents it in a different manner or with a different level of detail. These charts and graphs can be used to analyze your categorization results and aid in fine-tuning categories or reporting. For example, in a graph you might uncover categories that are too similar (for example, they share more that 75% of their records) or too distinct. The contents in a graph or chart correspond to the selection in the other panes. See the topic Category Graphs and Charts for more information.
Data Pane
The Data pane is located in the lower right corner. This pane presents a table containing the documents or records corresponding to a selection in another area of the view. Depending on what is selected, only the corresponding text appears in the Data pane. Once you make a selection, click a Display button to populate the Data pane with the corresponding text.
If you have a selection in another pane, the corresponding documents or records show the concepts highlighted in color to help you easily identify them in the text. You can also hover your mouse over color-coded items to display a tooltip showing name of the concept under which it was extracted and the type to which it was assigned. See the topic The Data Pane for more information.
Searching and Finding in the Categories and Concepts view
In some cases, you may need to locate information quickly in a particular section. Using the Find toolbar, you can enter the string you want to search for and define other search criteria such as case sensitivity or search direction. Then you can choose the pane in which you want to search.
To use the Find feature
- In the Categories and Concepts view, choose Edit > Find from the menus. The Find toolbar appears above the Categories pane and Visualization panes.
- Enter the word string that you want to search for in the text box. You can use the toolbar buttons to control the case sensitivity, partial matching, and direction of the search.
- In the toolbar, click the name of the pane in which you want to search. If a match is found, the text is highlighted in the window.
- To look for the next match, click the name of the pane again.