Home > Managing Categories > Modifying a Category

Modifying a Category

Modifying an existing Category includes the following tasks:

- Modifying the definition of the Category:
  - Changing the logical expression that defines the conditions of the Category, by adding, modifying, or removing elements or operators
  - Changing the sharing settings of the Category
  - Changing the name or description of the Category
- Activating or deactivating the Category
- Moving the Category up or down in the tree list
- Modifying Category nesting

## Modifying the Definition of a Category

You can modify all parts of the definition of a Category - its name, description, and the logical expression that defines the conditions for assigning a call to a Category. To modify any aspect of a Category, you must open the Category in the right panel. When you have finished making changes to the Category, you must save them in SMART.

To open a Category:

1. In the left panel, click the Category Manager tab. The list of existing Categories is displayed in the tree structure.
2. Double-click the Category, or select the Category and then click (Open Category). The Category opens in a tab in the right panel.

### Changing the Sharing Settings of the Category

You can change the sharing settings of the Category as necessary.

To change the sharing settings of the Category:

1. To the right of the Share with field, click Edit. The Category Sharing dialog box opens.
2. Modify the settings as necessary. For additional information, see Opening a Blank Category.
3. Click OK. The Share with field is updated.

### Changing the Name and Description of the Category

You can change the name and description of the Category as necessary.

To change the name or description of the Category:

- Modify the Name and Description fields as necessary.

### Adding Elements and Operators to the Expression

For information about adding elements to the expression, see Inserting Elements into an Expression. For information about adding operators, see Inserting Operators into an Expression.

### Modifying the Properties of an Element

You can change the properties of any of the elements that are already included in the expression. For additional information about logical expressions, see Configuring the Category.

To modify the properties of an existing element:

1. In the text area, click the element. Its properties open below the text area.
2. Change the properties as required. For additional information about the properties of each type of element, see:
   - Configuring Metadata Elements
   - Configuring Non-Linguistic Event Elements
   - Configuring Program Elements
   - Configuring Topic Elements
   - Configuring Speaker-Type Elements
   - Configuring Text Elements
3. Click Update. The properties are modified.

### Removing Elements and Operators from the Expression

You can remove any element or operator from the expression.

To remove an element or operator from an expression:

1. Click the element. The element is selected.
2. At the top of the right panel, click . The selected item is deleted from the expression.

### Saving Changes

Whenever you modify a Category, you must save the changes in order for them to be implemented in SMART. For additional information about saving changes in SMART and implementing them in SpeechMiner, see Saving and Applying Changes.

To save changes to the Category:

- To the upper-left of the right panel, click (Save).

## Activating or Deactivating a Category

A saved Category can be active or inactive. When an active Category is applied to SpeechMiner, calls can be assigned to it. When an inactive Category is applied, it is saved in SpeechMiner but cannot be assigned to calls.

This feature allows you to temporarily stop using a Category when it is not relevant. When SpeechMiner processes a call, it checks every active Category to see if it should be assigned to the call. Because of this, it is a good idea to deactivate Categories that are not needed because it makes call processing faster and more efficient. For example, if you only use a particular Program during certain sales campaigns, you can deactivate Categories that require the Program when no sales campaigns that use it are underway.

Activating or deactivating a parent Category causes all of its sub-Categories to be activated or deactivated along with it.

When you deactivate a Category that has been applied to SpeechMiner previously, you have to apply it to SpeechMiner in order to deactivate it in SpeechMiner.

To deactivate a Category:

1. In the left panel, in the Category Manager tab, select the Category.
2. In the tree controls above the tree structure, click (Deactivate). The Category is deactivated in SMART.
3. If you want to deactivate the Category in SpeechMiner, apply the Category. For additional information, see Applying Changes.

After you modify a Category, make sure it is active before you apply it to SpeechMiner. Active Categories appear in the SMART tree list in bold type.

To activate a Category:

1. In the left panel, in the Category Manager tab, select the Category.
2. In the tree controls above the tree structure, click (Activate). The Category is activated.

## Moving a Category Up or Down in the Tree List

The list of Categories appears in SpeechMiner in the same order and with the same structure as it does in SMART. It is therefore a good idea to organize the list in a way that is convenient for SpeechMiner users. You can do this by moving Categories up or down in the tree list.

To move a Category up or down in the tree list:

1. In the tree list select the Category
2. In the tree controls above the tree structure, click (Move Up) or (Move Down) as many times as necessary to move the Category to the desired location in the tree list.

## Modifying Category Nesting

You can change any regular Category into a parent Category or a sub-Category, or move a sub-Category from one parent Category to another at any time (see Organizing Items Hierarchically).

To change a regular Category into a parent Category:

- In the tree list, drag a Category over the regular Category. The regular Category becomes the parent of the other Category. (Note that any conditions that were defined for the regular Category are deleted when it becomes a parent Category.)

To change a regular Category into a sub-Category, or move a sub-Category from one parent Category to another:

- In the tree list, drag the Category over the desired parent Category.

See also

Overview of the Category-Manager Interface
Defining a New Category
Deleting Categories