Saving and Applying Category Changes
Implementing changes you have made in the Category Manager is a two-stage process. As you add and modify definitions, you must save your changes. When you do so, the changes are saved in the Category Manager, but they are not implemented in SpeechMiner. Changes are only implemented in SpeechMiner when you apply them. When changes are applied, SpeechMiner incorporates them into its list of Category definitions, and then reprocesses all the interactions in the database using the updated set of definitions.
If a Category definition has been saved in the Category Manager, but it has not yet been applied to SpeechMiner, the name of the Category appears in the tree list in italics.
When you create a blank category, it is saved automatically in the Category Manager. If, after you create the category, you modify its name, description, conditional expression, or sharing settings, you must save the category manually. Similarly, if you modify any of the properties of any category in the system at any time, you must manually save the Category in order to save the changes in the Category Manager.
To save a Category
- In the upper-left of the right panel, click (Save).
- Click OK.
The category is saved, and a confirmation message appears.
Applying changes is a two-stage process. When you select Apply, the process begins. During the first stage, the Category Manager lists all of the changes that were made since the last time changes were applied. In addition, SpeechMiner checks each of the changes in the list to ensure that it is ready to be applied, and marks all problematic items. For example, if it discovers a new regular Category that has no logical expression defining its properties, it lists the Category in its list of modified Categories, but it marks it as a problem. Some types of problems must be corrected before you can apply a Category that is marked as problematic, while others can be ignored if you choose.
During the second stage, you select the changes in the list that you want to apply to SpeechMiner, and then initiate the actual application process. When this process is completed, the changes are included in the Category definitions that are used by SpeechMiner when it assigns interactions to Categories, and the interactions that are currently in the database are reprocessed using the updated set of definitions.
In most systems, SpeechMiner allows you to save backup copies of the existing definition set in SpeechMiner before applying any changes. If you do this, you can later choose to roll back the definition set to an older set, if necessary. (For additional information, see Managing Version History.)
Before you apply a new Category to SpeechMiner, make sure it is active and unlocked. Active Categories appear in the tree list in normal type; inactive Categories appear in gray type. Locked Categories have an icon with a padlock beside their names (). Inactive Categories can be applied, but interactions are not assigned to them. Locked Categories cannot be applied, so they are not included in the list of modified Categories. If you want to apply a Category that is locked, unlock it before you select Apply. (If the Category was locked by another user, you may have to ask them to unlock it; some users have permissions to unlock Categories that were locked by other users, but others do not.)
Applying changes to Categories does not affect manual Categories; any items that SpeechMiner users assigned to a manual Category remain assigned to it even after changes to Categories are applied.
To apply changes to SpeechMiner
- In the upper-right corner of the right panel, click Apply.
- Perform one or more of the follow:
The Apply changes to system dialog box opens and displays a list of changes that were saved in the Category Manager but were not yet applied to SpeechMiner.
The check box in the Apply column (indicating that they will be applied) is selected by default for all changes with the status OK (indicating that they can be applied).
- If there are problems that require correction before you apply the changes, close the dialog box and correct the problems. Then, open the dialog box again, as described above.
- If you want to save a backup copy of the existing set of definitions in SpeechMiner (all Category, Program, and Topic definitions) before the new set is applied, select Backup Apply, Comment and modify the text field below the option as required, to specify the comment that will be attached to the backup. In some systems, the Backup Apply, Comment option is always implemented, or not available.
- If you do not want to apply a particular item, in the Apply column, clear the check box. (The check box is not available for items that cannot be applied.)