We've compiled a guide to troubleshooting one of the most common issues you may encounter after building or uploading a taxonomy: what to do when your taxonomy label isn't catching data that seems to be a match.
Q: Is the Taxonomy model configured correctly in the dashboard?
A: When setting up a taxonomy, it is important that you choose the correct field to run the model on. If you have multiple taxonomies, make sure you have chosen the correct taxonomy that you want to use to analyze your data.
Q: Are you using the correct logic?
A: Stratifyd uses a very specific set of allowed logic, which can be found here, and in the screenshot below.
Note that “Proximity Rules” cannot be strung together multiple times in one phrase. For example, you cannot use the logic “uninstalled~2~app~2~reinstalled”.
Q: Does the label have a parent label that would be preventing the match?
A: If there is logic in the parent label, it could be preventing a match in the child label you are looking at. In order to match in the child label, it must match the parent AND child label logic.
Q: What scope is the logic in?
A: Stratifyd logic can be set to match in several different levels; the sentence level, paragraph level, and document level. For example, if you have the logic “uninstalled + reinstalled” on the sentence level, that means that the terms “uninstalled” and “reinstalled” must appear in the same sentence in order to be matched. However, if you have the same logic on the paragraph level, the two terms can appear in 2 different sentences to match as long as they also appear within the same paragraph. The same goes for document level, where they just have to appear together in the same document.
Q: What type of block is the logic in?
A: Stratifyd has three different types of logic blocks in which you can add taxonomy logic:
NOT blocks: any matches for that logic will prevent a match no matter what logic is in any other block
ANY blocks: a match with any single term in that block will cause a match
ALL blocks: all terms in that block must match in order for the document to match.
Q: What relationship do the blocks and tabs have?
A: Logic blocks can also be combined in tabs to get more specific with what you want to match in your taxonomy. In the same tab, all blocks have an AND relationship with each other. For example, if you have one ANY block and one NONE block, this means that in order for a document to match a taxonomy label, the document must have a match with at least one term in the ANY block and no matches with the terms in the ANY block.
Similarly, multiple tabs can be created which will have an OR relationship between them. This means that the for a document to fall into the label, it can match the logic in the first tab OR the logic in any of the subsequent tabs.
Note: It is easy to confuse the OR and AND relationship between tabs and blocks. So if you are trying to be more specific with an AND relationship and logic seems to be matching more than what you intend, make sure you are using multiple blocks instead of multiple tabs.
You can use the taxonomy debugger to test if your logic is properly working. By clicking on the play button next to the search bar, you can choose to run the taxonomy on a portion of a dataset, an entire dataset, or test on a single data point. Choose “Run Single Test” option to see if your logic is correct. By typing in a phrase and clicking “Run” you can see if your test phrase will match your logic. Any matches will appear highlighted as shown in the picture.
Still have taxonomy-related questions?
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