Manage Categories Screen
The Manage Categories screen is the Category Manager interface in the SpeechMiner web interface. In this screen, you can view a list of the currently defined categories in your system, see and modify their definitions, add and delete categories, activate and deactivate categories, and apply categories so that they are included in the interaction-analysis process.
The Manage Categories screen contains the following elements:
| # | Element | Description |
|---|---|---|
| 1 | Tree-list controls | Controls for managing the items in the tree list and for filtering them. |
| 2 | Tree structure | Expandable list of categories. |
| 3 | Expanded category | Parent category expanded to display its sub-categories. |
| 4 | Selected category | Category that will be affected when one of the tree-list controls (#1 in the illustration) is used (e.g., to open it or to move it up or down in the tree list). |
| 5 | Open category | Category whose definition is open on the right side of the screen. |
| 6 | Locked category | Category that is locked and cannot be modified. Categories are automatically locked when they are opened for editing by any user (yourself or someone else). Users with the required permissions can unlock definitions that were locked by other users.  identifies a Category that you locked;  identifies a Category that was locked by another user. Permissions for overriding locks are configured under Tools > User Management > Administer Roles in the SMART tab. For additional information, see Managing Roles.
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| 7 | Manual category | Category that includes interactions that are manually assigned to it by users  .
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| 8 | Selection options | Menu of global selection options for the tree list. |
| 9 | Category Definition pane | The right panel of the Category Manager, in which the properties of the Category, including the logical expression that defines the conditions for inclusion in the Category, are defined. |
| 10 | Save button | Click to save changes that were made to the displayed Category; changes are saved but not applied (see Saving and Applying Changes). |
| 11 | Open category tab | A tab associated with a category that is open but not currently displayed. Click the tab to display the Category. |
| 12 | Operator elements | Drag an operator to insert it into the logical expression. |
| 13 | Displayed category tab | The tab associated with the currently displayed category. Multiple windows can be open at one time in the screen. Click a tab to view the desired window. |
| 14 | Category elements | Drag an element to insert it into the logical expression. |
| 15 | Expression area | Box containing a logical expression that defines the conditions for inclusion in the Category that is open and selected in the right panel. |
| 16 | Sharing settings | Displays the current sharing settings of the category. Click  in the right of the field to open a dialog box in which you can edit the sharing settings of the Category.
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| 17 | Apply link | Click to implement changes in SpeechMiner (see Saving and Applying Changes). |
See also
Category Management
User Management
System Administration
Elements Explorer
A pop-up menu is available in the Category tree list on the left side of the Manage Categories screen. This menu includes many of the options that are available in the tree-list controls (#1 in the categories screen), an option for alphabetically sorting categories, and some additional options for working with individual Categories in the list.
Right-click a category in the tree list.
See also
Category Management
User Management
System Administration
Elements Explorer
In the Manage Categories screen, icons and alternative typefaces are used to identify the type and the current status of each of the Categories, as follows:
| Icon / Typeface | Description |
|---|---|
|
Normal category (parent or regular) |
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|
Manual category |
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|
Locked category (locked by the current user) |
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|
Locked category (locked by a different user) |
| Normal typeface | Active category |
| Gray typeface | Inactive category |
| Italic typeface | Modified category - changes not yet applied |
| Bold typeface | Open category (for example, open on the right side of the screen). |
See also
Category Management
User Management
System Administration
Elements Explorer
Filtering the tree list enables you to hide items that are not of interest so that they are temporarily not included in the list. The filter controls (
) are located in the tree-list controls at the top of the tree list. They consist of the Filter text box, in which you can type a sequence of characters, and the Filter dropdown menu, in which you can activate a filter that hides Categories based on their current status (active, inactive, or updated). You can use one or both of the filter controls at a time; only those items that contain the specified character sequence and also belong to the selected filter group are displayed.
To use the Filter text box
Type a sequence of one or more characters. Categories whose names do not contain the sequence are not displayed in the tree list.
Click the arrow and select the desired filter. Categories that do not belong to the selected group are not displayed in the tree list.
See also
Category Management
User Management
System Administration
Elements Explorer