Updating Text Analysis Packages

If you make improvements to a category set, linguistic resources, or make a whole new category set, you can update a text analysis package (TAP) to make it easier to reuse these improvements later. To do so, you must be in the open session containing the information you want to put in the TAP. When you update, you can choose to append category sets, replace resources, change the package label, or rename/reorder category sets.

To update a text analysis package

  1. From the menus, choose File > Text Analysis Packages > Update Package. The Update Package dialog appears.
  2. Browse to the directory containing the text analysis package you want to update.
  3. Enter a name for the TAP in the File Name field.
  4. To replace the linguistic resources inside the TAP with those in the current session, select the Replace the resources in this package with those in the open session option. It generally make sense to update the linguistic resources since they were used to extract the key concepts and patterns used to create the category definitions. Having the most recent linguistic resources ensures that you get the best results in categorizing your records. If you do not select this option, the linguistic resources that were already in the package are kept unchanged.
  5. To update only the linguistic resources, make sure that you select the Replace the resources in this package with those in the open session option and select only the current category sets that were already in the TAP.
  6. To include the new category set from the open session into the TAP, select the checkbox for each category set to be added. You can add one, multiple or none of the category sets.
  7. To remove category sets from the TAP, deselect the corresponding Include checkbox. You might choose to remove a category set that was already in the TAP since you are adding an improved one. To do so, deselect the Include checkbox for the corresponding category set in the Current Category Set column. There must always be at least one category set in the TAP.
  8. Rename category sets if needed. A single click in the cell makes the name editable. Enter or a click elsewhere applies the rename. If you rename a category set, the name changes in the TAP only and does not change the variable name in the open session. If two category sets have the same name, the names will appear in red until you correct the duplicate.
  9. To create a new package with the session contents merged with the contents of the selected TAP, click Save As New. The Save As Text Analysis Package dialog appears. See following instructions.
  10. Click Update to save the changes you made to the selected TAP.

To save a text analysis package

  1. Browse to the directory in which you will save the TAP file. By default, TAP files are saved into the \TAP subdirectory of the installation directory.
  2. Enter a name for the TAP file in the File name field.
  3. Enter a label in the Package label field. When you enter a file name, this name is automatically used as the label. However, you can rename this label. You must have a label.
  4. Click Save to create the new package.