Previewing Taxonomy Changes

Maintaining a taxonomy requires periodic updates. As you update your taxonomy, it's helpful to preview the results to quickly verify the quality and coverage accuracy. This helps you to evaluate the impact of live adjustments. You can do this without having to fully reprocess the full taxonomy, which saves time. 

Once you edit your taxonomy, run a draft version of your updated topic rules to reveal a preview of changes to your results including how many new verbatims were added or removed from the results, along with examples of those verbatims.

How To Preview Changes to your Taxonomy

1. From the models page open the taxonomy editor for the taxonomy you are working with and make any changes. You can identify any labels that have been edited with the yellow M next to the label.

2. When you are ready to preview the results of your edits, click the triangle icon next to the search bar and select Preview from the dropdown menu. Then, select the data stream that you wish to preview with and map the appropriate text field then click submit.

3. On the next screen, select the data stream that you wish to preview with and map the appropriate text field. Click Submit.

The results preview will populate to the right of the taxonomy editor and show you the changes in number of results as well as examples of the records that are being labeled.

4. You can change your sample size or change your data stream as necessary. You can also continue editing your taxonomy and see the results preview update accordingly. When you are done editing, click the disk icon  in the upper-right corner to save your work. You will be prompted to reprocess any models that have been run with this taxonomy previously.

Want to Learn more?

We recommend checking out how to Create a Taxonomy and how to work with Taxonomy Logic.

Further questions?

We're here to help! Don't hesitate to contact us for further assistance.