Set Up A Project
A project in DI.12 is where you will store any information you would like to keep or publish with other users. To find out more about how to structure a project with folders and tags you can read this post.
To set up a project you need to have either animator or administrator rights on your platform. If you are working as a tracker and you would like to set up a project please contact the person in your company who administrates your Digimind platform.
Project set up is found in the general settings page. Click on the cog in the top right of DI.12 to open it. (If you cannot see the cog you have reader access rights to Digimind Intelligence. You will not be able to set up a project).
Inside the settings page, click on Projects / Folders:
The page opens on the public project. This project has special qualities and as a result it is preferable to store information for publication in other projects;
|This project is automatically open to all users of your Digimind Intelligence platform.||You can set user rights for other projects: reader, tracker or animator rights.|
|It is not possible to rename the public project.||Other projects can be named to reflect their contents.|
|Use the public project to store information about how to use DI.12: training documents, best practices, your company policies, etc..||Use other projects to store the information you find on a specific topic or theme.|
|You cannot apply tags to the public project, but you can use sub-folders.||Tags and sub-folders can be used in other projects.|
Create a new project
Click on Manage Projects and then select Add a new project:
Give your project a name and then click on save:
Click on create a monitoring if you would like to start a new monitoring. You will then see:
The monitoring takes the same name as the project. To change the name, or add another monitoring to the project, click on the advanced options in the top right of the screen.
Monitoring with a filter
Part of the magic of Digimind Intelligence is that it will pick up only the information that is useful for you. The filter will allow you to limit your collect to information that matches the keywords and operators you use.
To open the filter, click on the filter icon:
This will open a window in which you can write your filter:
As soon as you have added a filter to your monitoring, the filter will change color and become blue:
You can come back and edit your filter at any time by clicking on the fitler icon.
Helpful Hints: monitoring with a filter
Digimind Intelligence will apply the same filter to all of the sources on this monitoring page. If you feel that you need to use a different filter with some of your sources, you can add another monitoring to this project.
Lists can be used as part of the filter. To find out more about working with lists, please read this post.
There are three monitoring zones, to help you track different sources on the internet.
The Queries zone allows you to track using keywords. This will be very useful if you want to collect information on a certain subject but you are not sure of the specific sources you will need.
The Source Pack zone lets you create packs of sources from our URL Store. You will be able to generate pack based on choices such as language, type of media, business sector, etc..
The Custom Source zone is for tracking sources for which you have the exact URL, such as a blog, a specific Twitter account, a corporate site, etc..
You don't need to monitor all the sources with the same monitoring agent. It is best to create more than one monitoring so that you can filter the news from these sources with a filter that is appropriate. To find out how to add a new monitoring you can follow this link.
1. Monitoring with Queries
Click on Add to get started. You will then be able to indicate which keyword you would like to track and then click on save.
Helpful Hints: Query Sources
The query is automatically created from the keyword you use. You can click to modify the query if you need to add in synonyms for example.
The keywords you use will automatically generate a list of tags for this project. This will help you when it comes to storing and retrieving the information later (find out more about tags here).
You can add in as many query sources as you would like.
Be careful not to use the same name for more than one query source. This will lead to having more than one tag with the same name.
Change the language of your query and / or the search engines by clicking in the corresponding zones:
2. Monitoring with Source Packs
Click on Add a source pack to open the URL Store:
Use the filters on the left of the page to select the type of sources to include in the pack. In this case I have chosen to include IT and Telecom blogs written in English from either the UK or the US. Click on Add to agent in the top right corner to add this source pack to the agent.
Helpful Hints: Pack Sources
You can add as many different packs of sources as you would like to your monitoring.
The URL Store contains RSS feeds and news feeds. There are over 100,000 sources included.
3. Monitoring with Custom Sources
Click on Add a source:
Paste the URL from the source you would like to track into the window. It is important to paste the URL from the site itself. Digimind Intelligence will then be able to detect parts of the URL that are invisible to the human eye (https:// or http://).
When you paste in a URL the preview button becomes active:
Click on preview to see how DI.12 will treat this source:
In this case, Digimind Intelligence found several RSS feeds attached to this URL.
You can check the latest news on each of the feeds by opening the preview buttons by each feed. Check the boxes of the ones you would like to monitor, and then click on the track button at the bottom.
Helpful Hints: Custom Sources
You can add as many custom sources as you would to your monitoring.
Digimind Intelligence will detect if the page contains:
- one or several RSS feeds,
- another type of news feed,
- no news or RSS feeds.
If there are no news or RSS feeds the page will be tracked as a web page. You will still receive alerts if there are any changes to the page that match your filter. However, if you were expecting to find an RSS feed or a news feed, you may need to check the site to find the correct URL and start again.
Add folders to the project
Back on the project page, now click on the folders tab at the top, and then click on manage folders:
You can start to add folders.
To add sub-folders, click on a folder's name. The name will show in bold. You can then click on manage folders where you will see further actions (add a sub-folder, copy this folder, move this folder, rename the folder or modify the query, delete the folder):
Helpful Hints: Folders
You can add as many folders and sub-folders as you need. However, please keep in mind that a folder structure with many different levels of sub-folders will lead to a more complicated storage system. You can use tags to simplify the folder structure. To find out more about using tags and folders together please read this post.
One of the folders is automatically created: the ghost folder. This folder has the same name as the project, and is also recognisable by the question mark:
The ghost folder cannot be deleted, moved or copied. This folder is the central storage point for the project, and any monitoring you set up in this project will be automatically linked to this folder. When you are ready to store or validate information into the project, this folder will be automatically preselected. To find out more about how to validate or store information (included how to select the destination folder) please read this post.
Some tags will be automatically generated for you. You can supplement this with other tags if you need.
If you are monitoring using query sources (see above), Digimind Intelligence will automatically transfer these keywords into a list of tags.
Helpful Hints: automatic tags
These tags have been created from the keywords you are using in any query sources. Each monitoring page with query sources will generate a list of tags with the same name as the monitoring.
If you add a new keyword to the query sources monitoring, your list of automatic tags will be updated accordingly.
Tags will be automatically applied to any information you store or validate into a project.
You can supplement your automatic tags with tags that you create yourself.
To do this, you first need to prepare a list of tags. To find out more about working with lists, please follow this link.
You will then be able to see this list (and other lists you have on your platform) when you open the tags tab in a project. Click to select the list you would like to use as tags.
Helpful Hints: Other tags
Tags will help you retrieve information for sharing or publishing. You can create list of tags for specific target audiences, based on language, business unit, etc..
Tags that you have created yourself to supplement the automatically generated ones will also be applied to any information you store in this project.
Helpful Hints: Combining Automatic Tags and Other Tags
You will be able to apply all tags when validating or storing information in a project, and when selecting information to publish or share with others.
Be careful not to include the same tags in your automatically generated tags (created when you add a query source to a monitoring) and in your other tags. This may lead to confusion when validating or publishing information.
Share your project
On the sharing tab of your project you can set the access rights to the project:
You will see a list of all the users on your Digimind Intelligence platform. Click on the name of a person and then decide if they are to be a manager, a tracker or a reader. You can read more about the different access rights for projects on this page.
Maintaining and Updating the Project
You can come back to your project at any time, to add monitoring, users, folders, or set tags. To find the project from the public project page, click on choose a project and then select your project from the drop-down menu:
Helpful Hints: Project Management
If you have a lot of projects, start typing the name of the project you want to work on. The drop-down list will reduce so it is easier to find the project you need.