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Ref. Analytics: Configure a dataset

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Configure a dataset

  1. Go to Admin > Ref. Analytics.
    • Note: only admin-level accounts can edit/configure datasets.
  2. Click on the Edit dataset () icon under the Actions column.
the Edit icon for a dataset
Click on a dataset's edit () icon to edit its settings and metadata fields.

Dataset settings

When editing a dataset, you'll find the following groups of settings:

‚ÄčAfter updating any of the following settings, remember to click the respective Save button.

Basic Dataset Settings

  1. Edit the Name of the dataset.
  2. Adjust the color used for the dataset.
the Basic Dataset Settings panel
In the Basic Dataset Settings panel, you can customize the dataset's name & color.

Use the READ scale?

An optional feature for your datasets, the READ Scale is a way to rank the effort and skills required to answer reference questions. It was developed at the University of Alaska, Fairbanks. For more information on the scale you can visit the READ Scale website.

  1. Set the Use the READ scale field to Yes to enable the scale for the dataset. Select No to disable the scale for the dataset.
the Use the READ scale? panel
You can show or hide the READ scale, which can be used to assess the effort required to answer questions.

How should the field values (for each field) be presented?

  1. Choose to have your fields displayed alphabetically or by how they have been added to the system.
the How should the field values (for each field) be presented? panel
You can configure your dataset to display metadata field options alphabetically, or in a manual sort order.

Metadata Fields

In the Metadata Fields panel, you can add fields for recording metadata about each transaction. (This is in addition to the default fields for each transaction: Question, More detail, Answer,  Time stamp, Answered by, and Internal note.)

Each dataset must have at least one metadata field, but allows you to define up to 10 fields that can be used however you would like. For example, you may want to track the: location of the transaction, type of question being asked, how long it took to answer, whether the question was resolved or not, etc. Once you have determined the data you want to track, each field can include up to 30 possible values.

the Metadata Fields panel
In the Metadata Fields, you can add up to 10 fields for recording metadata about a transaction. The screenshot above shows several examples of metadata fields and values.

Add or edit a field label

  1. To add a new field to your dataset, locate any empty Field Label text field and give it a name. To edit an existing field's label, edit the text in its Field Label text field.
  2. When finished, click the Update Label button.
Update Label buttons
Each metadata field has a Field Label. After editing a field's label, click on its Update Label button to save your changes.

Add, edit, or hide a field's responses

A field's responses provide the choices that users can pick from when adding a transaction. Each field can have up to 30 different responses to choose from.

If you no longer need existing responses for new transactions that will be recorded, you can opt to disable those responses for the field. When a response is disabled, it will no longer be visible when recording new transactions, but will still be available in the filters when viewing transactions and in the statistics for the dataset.

Please note, you cannot remove responses once they've been added. Please contact Springy Support if you would like to completely remove a response option from a field.

  1. Click on the field's Add/Edit Responses button.
Add/Edit Responses buttons
Click on a field's Add/Edit Responses button to add or rename an option. The current list of responses can be found in the field's Field Values list.
  1. In the Add/Edit Responses modal window, each numbered text field represents a single option. Add or edit the text in these fields to customize them.
  2. To disable a response and hide it from being selected as a response for new transactions, click the Disable Response () icon.
    1. For responses that are disabled currently, click the Enable Response () icon to restore the response and make it available for newly recorded transactions.
  3. When finished, click the Save Changes button.
the Add/Edit Responses modal
In the Add/Edit Responses modal window, you can add, rename, or hide a metadata field's responses.

Reorder a field's responses

If you have not configured your dataset to present field values in alphabetical order, you can manually change their order. Sorting responses will not affect past transactions.

  1. Click on the field's Sort Responses button.
Sort Responses buttons
Click on a field's Sort Responses button to manually change the order of the responses.
  1. In the Sort Responses modal window, click & hold on an option's sort icon (), then drag and drop it into the order you wish for it to appear.
  2. When finished, click the Save Changes button.
the Sort Responses modal
In the Sort Responses modal, you can drag and drop a field's options into a new order.

Hide a field

If you no longer want a field to display when viewing or adding transactions, you can hide it.

deleting a field's label
You can hide a field from your dataset by deleting its label.
  1. Delete the content inside its Field Label text field.
  2. Click its Update Label button.