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Advanced Modelling Page

In the top left hand corner of the Explorer GUI is the main control panel for project level settings. Here you will find important buttons that you need to use continually when analyzing data with the Explorer. If you know how to use these buttons correctly, it will help you to analyze your data with Explorer more easily.

Top left panel

Update and Save Button

Whenever you make changes in the working panel they will not be applied until you press the 'Update and Save' button. For ease of access, the 'Update and Save' button has been placed to the right of the Secondary Menu, which is always visible while inside a Project.

'Update and Save' button

Undo Button

When you make changes in the working panel but before you press the ‘Explore’ button, Explorer will keep track of the current changes and provide you with an ‘Undo’ button that can be used to reverse changes sequentially. Keep in mind that once you have pressed ‘Explore’ and moved on to the next iteration, you cannot automatically reverse the changes using this button. The ‘Undo’ button can be found at the top of the working panel.

Sort Alphabetically

The default behaviour of the Graphical User Interface is to sort topics by descending prevalence (i.e. the number of texts in which they feature). By checking the 'sort alphabetically' box you can choose to instead sort your topics by alphabetical order. Topics inside a group will also be sorted alphabetically within that group.

Group Pinned Topics

If this box is checked, topics that you have pinned will be shown at together at the beginning of the topic list. Unpinned topics will follow. (For more information on pinning and unpinning, see the section below on topic level buttons).

Show Only Pinned Topics

Checking this box will display only the pinned topics in your project. Unpinned topics will be hidden.

Show Only New Suggestions

For every topic in your project, the Explorer suggests additional terms from your data which could also be relevant to your topic. As you progress with your exploring, it is likely you will add extra terms to your topics as you see fit. As the suggestions for a topic are based on the terms it already contains, new suggestions will occur each time you save and update your project (assuming new items have been added). Checking 'only new suggestions' will make the interface display only the suggestions that are based on the most recently added terms, hiding those that have already been seen.

Coherence For Suggestions

As previously mentioned, the suggestions for any particular topic are based on words that are semantically similar to the existing topic terms. As a result, as the number of terms in your topic gets larger, the number of suggestions increases. For larger topics, the list of suggestions can become very long. To make such a list easier to read, you can check the "coherence for suggestions" box. This means that the system will only display words that are semantically similar to a significant number of the existing topic terms, providing a more coherent list. Otherwise, the default setting shows words that are semantically similar to any single term in the topic.

Topic Size Distribution

At the bottom of the panel, you can find a small but useful info-graphic. Here you can see a rough overview of the current topics in your data and the distribution of their sizes, without needing to scroll down the list. You can easily see, for example, if you have many similarly sized topics, if you have just a few large topics and many very small topics, or other shapes of distribution.

Topic Level Buttons

Below the main project panel you can find the list of current topics. Each topic has its own small panel with buttons related specifically to that topic.

Pin Button

Each topic has its own pin button. When you pin a topic by pressing this button, it tells the Explorer that you want to always keep track of this topic in your list, regardless of its frequency. The Explorer usually displays the N most frequent topics, where N is customizable by the user (Project Settings - Modelling). The pinning functionality is particularly relevant when you filter texts, remove terms or add data. It can also be useful to keep track of a topic which is very small but very important. Other significant applications of pinning are when you create models from your existing projects (see chapter 8) or when you export the result of your analysis in a full MS Excel format (Save as Excel and Full CSV). Explorer will also provide Theme Wheels for your 6 most frequent pinned topics (Explorer Theme Wheels).

Topic Scroll Button

For each topic we have a topic scroll button in the working panel (see the previous picture). When you press this button the Details Panel will automatically scroll to the selected topic.

The Models tab

In the Advanced Modelling page, you will also see a 'Models' tab in blue, we will visit this tab in the Models section of the documentation.