On the top right corner of the opened page, you will see the option allowing you to Add a new framework. Clicking on it will open a new page guiding you through the process of creating a new framework to connect to your project. This new page gives you an interface where you have six tabs to complete.
Framework Details Tab
On this first tab, you can add all metadata that will characterize your framework:
- Framework title
- Creator
- Date of creation
- Associated organization
- Description of the project
Remember to save your work. In order to add users, the framework must be saved.
You then have a section regarding the framework visibility. All projects and frameworks are originally set up to be public. As such, the framework can be used for other projects or cloned to serve as a basis for other frameworks. However, the only ones who can edit your framework are owners – either you as the original owner or those added as owners. If you want to turn your framework to be private, you need to send a request to the DEEP team.
Coming soon
You can also click on “Is Visualization Enabled” that opens a new tab called “Visualization Settings”. More information about the Visualization Settings tab will come soon in the Deep User Guide!
- In this tab, you can also add a visual in the preview window. The image you choose to upload will be the reference of your framework. Then you have the framework users listed down on the screen. You can add a user and assign a role to this user.
Primary Tagging Tab
The primary Tagging page is divided into two main spaces. On the left side of your screen, you have the Building Modules where you can add sections, where you have the possibility to build a 1 dimension matrix or a 2 dimensions matrix and other widgets such as text, number, date etc… and on the central part of your screen the framework you’re building emerges while your building modules.
Building modules
Sections
To start creating your framework, add a section by clicking on +. Label the section with a title and provide complementary information regarding your section on tooltip, which will appear when you hover your mouse over the corresponding category before clicking. Your section appears on the top of your central window.
You can add different sections by clicking on + again, delete them by sending them to the bin, modify information regarding the section by clicking on the arrow and, finally, change the order of the section by dragging them around after clicking on the six points to the left of the title. This applies for every widget you create in the analytical framework.
1D Matrix
To add a 1D matrix, select on a section you have created in the central part of your screen where your framework appears, and then click on + to add a 1 dimension Matrix
You must first indicate what will be the title of your matrix. Then you can add rows that you have to label and then add a description in the Tooltip. Under each row created, cells can be added to identify specific information in one dimension matrix.
2D Matrix
Creating a two dimensional matrix is similar to creating a one dimension matrix. You first have to choose the section you want to create the matrix under, and then name your matrix.
Available tools allow you to create your matrix based on a row or sub rows (if you create a row, at least one sub row is required), columns and sub columns (which are not mandatory). You can add as many layers as you need to build your framework.
Once you’re satisfied with the rows and columns you’ve created, save your matrix.
More widgets
Other types of widgets are available and you can click on the arrow for the drop down list. If you want to create a widget, click on the + next to the identified one and follow up instructions.
For all modules, you’ll have to indicate the name for the widget and create it according to the design available.
You can determine the width of the space allocated by widgets in your space. This is helpful if you want to incorporate multiple widgets. If you have a specific question about a specific widget, please use the Zendesk forum.
Edit existing modules
Once your matrix and complementary widgets are saved you can directly access them in the matrix in the central screen.
Section
For the main section, you can edit them by clicking on the pen that appears when you place your mouse in the section insert. You then access the list of sections and you can edit them, move them around and delete them.
Matrix and other widgets
In your central screen, if you place your mouse on a widget, on the right corner icons appear allowing you to edit widget, add widget conditions, clone widget, delete widget and drag widget to change the order/place in your framework.
Secondary Tagging Tab
Modules available in secondary tagging are listed under More Widgets and are to be used similarly to widgets presented in the primary Tagging section.
For all widgets you need to fill a title that will appear in your framework and you then have several options depending on the type of widget you’ve chosen.
You can determine the width of the space allocated by widgets in your secondary tagging area. Determine a range and assign minimal and maximal values. For scale you need to identify different colors to materialize the scale you want to work on. Default values and options in Single select or Multiple select widget are the different propositions you will have within the scrolling menu when clicking on your widget.
For the organigram widget, complete the title and then organize the structure beginning with a label that will be at the top of your organigram. Then click on + to the right of your label and you can create subcategories. Within each subcategory, you can create new categories and continue to build your organigram adding the number of layers you need.
Advice: To ease the creation of the organigram, use the row to develop or hide the subcategories created, identify your different layers easily, and label your layers accordingly.
Regarding the Geo modules, after clicking on +, name your widget and save. Then when your framework is selected and you start tagging, the geo widget will use geographical boundaries uploaded when your project has been created (geographical areas), essentially once selected it just allows you to display the map widget of your project.
Review Tab
When your secondary tagging is complete, move to the Review tab for an overview of your framework.
Assisted Tagging Tab
When creating a new framework, you need to save your framework first to be able to match it with the Natural Language Processing (NLP) framework.
When you’re working on a framework that you have created or a framework cloned that you’re able to edit, you can use the assisted Tagging feature. To see how the Assisted Tagging feature is then used, look at the corresponding section in tagging. This assisted tagging is based on NLP. More information on NLP coming soon.
When you’re in the Assisted Tagging tab, switch on the Active button on the top right side of your screen. It highlights the NLP framework on the left part of your screen.
The exercise here is to match your framework with the NLP framework (the assisted tagging is currently limited to common frameworks, although in the future DEEP envisions this being available to all frameworks on the platform). Once you’re active, you can start to look for the categories to match between the NLP framework on your left and your framework on your right. Choose a category on the NLP framework and then choose the corresponding category on your framework.
While matching categories, you’ll see the matching scale that progresses. It is not mandatory to complete entirely the scale to use the assisted Tagging but it won’t be as effective, the more of the matching is completed, better the assisted Tagging will work.
Once you’ve finished matching, make sure you also select the geo widget so that DEEP can show you the location based on what you activate as a secondary tag.
Save your work. Once you’ve enabled this feature and aligned your framework, you will see the option to use assisted Tagging appears in the Tagging page.
To learn more about the feature, you can watch an overview here and a technical explanation here. The more you use this feature, and the more you use DEEP, the smarter we all become!
Visualization Settings Tab
Coming soon
You can also click on “Is Visualization Enabled” that opens a new tab called “Visualization Settings”. More information about the Visualization Settings tab will come soon in the DEEP User Guide!