Lists: What is a list? How can I create and use a list?

Lists

Lists are a really useful way of storing queries so that you can reuse them again and again.  This will help you to save time when setting up a monitoring system.  In addition, when you update a list all the other parts of Digimind that use this list will also be automatically updated.  This can be really helpful and a huge time-saver. 

Lists are used in three ways in Digimind Intelligence.

1. as queries to define the content of the information you are looking for
2. as tags so that you can tag information you store in a project
3. to build some graphs and analysis on the dashboard

Helpful Hints:

Keep similar items in the same list.  For example, you could create one list for your major competitors, another for product names, and another for product lines.  It is not a good idea to put product names and company names on the same list.

You can create as many lists as you need.  So from the beginning think about naming them in a structured way.  This will help you to both identify the contents of the list and also to find your list when you need to use it.  Lists are displayed in alphabetical order on your platform.  A good technique to group lists that will be used for the same project is to start the name with the name of the project or an accronyme.

What does a list look like?

Once you have created a list, it will look like this:

Helpful Hints: name of list, entities and queries

The name of the list is visible on the platform so here you will need to pay attention to capital letters and accents.  You cannot use words that Digimind Intelligence will recognise as query operators: and, &, or, not

The name of the entity will be visible if you chose to use this list as tags.  You can use words that Digimind Intelligence will recognise as query operators: and, &, or, not

The query is used to define what you are looking for.  You can keep this part of the query simple, as you can combine the list with another list to generate a solid query, or you can combine this list with other keywords and operators to complete it.  In this example the super heros list will be combined with two other lists to bring back useful information:

Between the entities on a list, Digimind Intelligence will use an OR.  Each time you combine lists you can decide if you would like an AND, an OR or a NOT between the lists.

In the example above, Digimind Intelligence will bring back information that corresponds to the query:

("agents of shield" OR "ant man" OR "ant man" OR "ant-man" OR ...) ANd (app OR book OR novel OR ebook OR ...) AND ("DC comics" OR "DC comic" OR "marvel comics" OR "marvel comic")

Create a List

To create a list you need have either tracker, animator or administrator rights on your DI.12 platform. 

Lists are part of the set up of a project, so you will find them behind the cog in the top right corner of the platform.  (If you cannot see the cog you do not have the access rights required.  You will need to contact the person who administers your Digimind Intelligence project in your company).

Inside the settings, click on the list tab at the top:

You will see all the lists to which you have access on your platform.  Click on Add list to start creating a list:

 On the next page you will be able to name your list and click to create the first line or entity:

Helpful Hints: Public and Private Lists

A private list will only be visible by the person who creates it (and the administrators of your Digimind Intelligence platform).  You can use the list to create queries that other people will work with, but they will not be able to see the contents of the list.

A public list will be visible to all the users of Digimind Intelligence except those with only reader rights.  Users with animator or adminstrator rights will also be able to edit or delete the list.  Trackers will be able to read and use the list, but not edit it.

Add an Entity

After you have named the list, click on add an entity:

Helpful Hints: Add an entity wizard

The name of the query will also be the name of the tag, if you select to use this list as tags.

The type of the query can be query, agents lists or folders lists.  Agent lists and folders lists are used only for creating graphs and anlysis with a list.

The query tool bar will help you:

AND	click to insert an AND (or write directly in the query box below)
OR	click to insert an OR (or write directly in the query box below)
NOT	click to insert a NOT (or write directly in the query box below)
( )	highlight the text to include in the brackets and then click to insert the brackets (or write directly in the box below)
~	click to insert a tilde (proximity operator)
	click to open the full screen view - useful for long queries
	click to see the formatted view of the query - useful for queries that contain brackets ( )
	click to clear the query - this will delete all of the query you have written
	click to change the text direction - useful for queries written in Arabic
	click to open the Semantic Thesaurus

 For more information on how to use operators to combine your keywords in a query, please follow this link.

Use a list as a filter for monitoring

Inside the filter of a monitoring agent, click on the lists icon in the toolbar at the top:

You will then be able to select the list you would like to incorporate into the filter.