How to Merge Categories When Automatically Coding Into an Item List

Introduction

This article describes how to review and use suggestions where the automatic categorization algorithms think that the data could potentially be merged further:

The variant suggestions can be added automatically to further train and improve the automatic categorization:

Requirements

You will need at least one Text variable in order to perform automatic coding. Text variables are represented by a small a next to the variable in the Data Sets tree:

Method

1. From the toolbar, go to Anything > Advanced Analysis > Text Analysis > Automatic Categorization > List of Items.
2. In the object inspector, under Inputs > DATA SOURCE > Text variable select the text variable you want to automatically code.
3. Once the automatic categorization model has run, click on the output on your page.
4. Expand the Diagnostics section of the output.
5. You will see a Variant Suggestions section that contains suggested category variants. Copy the variants by highlighting the suggestions with your mouse and press Ctrl+C to copy or right-click and select Copy.
6. From the object inspector, go to Inputs > REQUIRED CATEGORIES > Edit required phrases and variants.
7. A spreadsheet will pop up on your screen. Paste the variants using Ctrl+V into the spreadsheet, starting on row 2.
8. Click OK.
9. The automatic categorization output will recalculate and include the variants that were pasted in. You may want to review Diagnostics > Variant Suggestions to see if further improvements can be made.
10. To save the categories to use in other analyses, from the object inspector, go to Inputs > SAVE VARIABLE(S) > Categories.

See Also

How To Automatically Code Verbatim Lists of Items or Brands