Creating a tag pool

Consider these factors when deciding how many tag pools to create:

• Subject matter of the survey programs — Comments from survey programs that collect information about similar subjects are often combined into the same tag pool. For example, if there is a transactional survey program and a web experience survey program, but the subject matter of the surveys is almost identical, you might consider adding comments from both programs to the same survey pool. You can always limit access to the data by role, so that users only see data from one program.

  In cases where the survey subject matter is completely different, each survey program needs its own topic set, so there should be a separate tag pool for each survey program. For example, comments from a company's call center program and employee survey program should be separated into different tag pools.

• Multi-touch requirement — If survey records in your system are tied to more than one unit (a multi-touch program), you can have multiple tag pools as long as the comment fields for each program are different.

To create a tag pool:

1. Complete the prerequisite steps described in Implement Text Analytics.
2. In Classic Setup, navigate to the Reporting > Topic & Theme Tagging > Auto Tagging Pools screen.
3. Click New to create a new tag pool.
4. In the Name property, give the tag pool a descriptive name, such as [COMPANY NAME] Call Center Feedback.
   Tip: The Comment Set filter in Theme Explorer displays the name of the tag pools, so make sure the name is appropriate.
5. Click Save.
   Note: You might see a warning message at the top of the page, instructing you to assign a unit group or Q-fields. Ignore this message. it will disappear after you finish configuring the tag pool.
6. If you want to limit which roles can administer the tag pool, complete the following steps.
   Note: Limiting tag pool administration does not affect reporting.
   1. Turn on the Enable tag pool topic set access by role property, and then click Save.

      This causes the MemberRoles property to appear.

   2. In the MemberRoles property, select the roles that can administer the selected tag pool.
7. In the MemberUnitGroups property, choose the highest level unit groups that contain comments from the programs you want to pull from.
   • If you are creating only one tag pool for all comments, choose All <company> Units.
   • If you are creating a tag pool for comments that belong to a specific program only, choose the highest-level unit group associated with that program.
8. In the MemberSurveyFields property, choose the comment Q-fields from which you want to retrieve comments.

   If you have multiple tag pools, your Q-fields do not need to be unique. Text Analytics processes comments from the specified unit groups for a given Q-field.

   Restriction: The alternative sets of selected fields must have an Encoding property value of TEXT or TRANSLATABLE. Because of this restriction, investigate the alternative set of any fields you want to add. For example, do not add a field that returns an integer. For more information about the Encoding property, see Alternative sets.

   Restriction: Do not use K-fields and A-fields in tag pools as they may cause performance issues. Use only Q-fields and E-fields.

   Newly added fields are included immediately in Text Analytics processing as new records are received.

   As you add fields to the word group, a message may appear below the new word group's Name that "The following fields are waiting to be processed:...." This message refers to historical processing only, and does not require additional action for new record processing. If you later modify any of these fields, records associated with those fields are marked for automatic reprocessing.

Re-ordering topic sets

You can change the order that topic sets appear in the app from the Auto Tagging Pools screen.

1. Navigate to the Auto Tagging Pools screen.

2. Select the topic set that you wish to move.

3. Click the up or down arrows to move the selected topic set to your desired location.

4. Repeat steps 2 and 3 for other topic sets you wish to adjust.

5. Click Save Hierarchy to apply the changes.

Properties