Daylight | On-site v3.1 | 2020-11-30
New features
Enhancements
API updates
API: v5 endpoints now available for profile, user, organizations, and workspaces functionality
API: Use a password to retrieve a new API token through the API
API: Shared concepts in branched and copied projects use the same concept ID
Fixes
New features
Introducing a new single sidebar
In Daylight, analysis is a journey. Different users may prefer different features, but wherever you start, one thing is clear: Daylight analysis tools are most effective when they work together.
That’s why we redesigned the UI to consolidate all project management and configuration tools into a single, left-hand sidebar. This change helps increase parity across features, enhances concept management, and provides more space for visualizations.
The new sidebar contains six tabs with icons. Each of these tabs provide functionality similar to what you could find before in the UI. Hover over an icon to see the tab’s full name. Additionally, we moved the search bar to the top of the visualization space.
Skim the high-level overview of each tab below, or scroll farther for more in-depth details:
Search details – View exact, conceptual, and excluded match information for concepts by clicking a concept name in the feature or entering it in the search bar.
Note: You must use the search bar to view details for multiple concepts at the same time, unless you have saved a previous advanced concept search.Active concepts – Use the Active concepts tab to view and manage your active concepts and to create and edit shared concept lists. Now, you can also bulk select and bulk delete concepts from this tab.
Configure visualization – Use visualization options to select, if available, what concepts to visualize, whether to use unique to this filter, whether to include conceptual matches in match numbers, and other visualization criteria, depending on the feature.
Note: This tab is not available in the Galaxy.Filter documents – Use your project’s metadata to filter the concepts that you see in visualizations. Click Expand all to open all available filters.
Documents – Explore relevant documents in depth. If you’re viewing documents for a specific concept, you can use the Exact and Conceptual icons to view only that type of document. Click Download to view all matching documents in a spreadsheet. Click create project to create a project that includes only documents that match your concept and filter configurations.
Export & link – Export different kinds of data from your project, or send a link the feature you’re viewing.
Search details
To see information in the Search details tab, either enter a search in the search bar or click a concept to select it. Then, the tab displays total, exact, and conceptual match information for the active search.
If you use a minus sign to remove a concept from your search results, like “coffee, -tea,” you also see an Excluded matches section.
Active concepts
Use the Active concepts tab to view and manage suggested or active concepts, and access shared concept lists. In a new project, click Add to active concepts to begin analysis with concepts that Luminoso’s AI suggested, or Dismiss to clear them. To begin using only some of your suggested concepts, clear the check boxes to dismiss the concepts you don’t want and click Keep selected when you’re done.
View all suggested concepts again by clicking the three dots at the top of the Active concepts pane. Daylight identifies these concepts as potentially relevant based on their prevalence and relationship to other concepts in your project. To edit an active concept, select it and click the pencil icon in the search bar.
Additionally, use the Active concepts tab to create shared concept lists based on your active concepts, or start a new active concept list using a copy of a shared concept list. Read more on active concepts use in the Active concepts release note section.
Filter documents
Use the Filter documents tab to select filters that change what data displays in the feature view. When you select a filter, it remains consistent across features. This is also true if you share a direct link to the page you’re viewing with another Daylight user.
View the number of total documents in your filter in the Current filter section. Use the reset button to clear all filters you’ve applied.
Configure visualization
Use the Configure visualization tab to select concepts to view in visualizations, count matching documents, and select feature configuration options. This tab is not available in the Galaxy. The options you find in this tab vary slightly by feature.
Additionally, you can access the Unique to this filter concept selection feature in the Configure visualization tab.
Documents
In the Documents tab, view documents that match any concept and filter selections you have applied. When a concept is selected, the tab displays only documents that contain matches for that concept. When filters are applied, the tab displays only documents that match the filters.
Click Download to download a spreadsheet that contains all documents that match your concept and filter selections, or click create project to build a new Daylight project based on your concept and filter selections.
Export & share
Use the Export & share tab to manage your project’s exports.
Click Copy link to copy a direct link to the project feature (Volume, Sentiment, Drivers, or Galaxy) that you are viewing to your clipboard. You can share this link with other Daylight users or use it to access the same view later.
In the Export current view section, click Export to download an Excel spreadsheet that contains the data for the feature and configuration that you’re viewing. This spreadsheet reflects any filter information that you have applied.
Note: This option is not available in the Galaxy.
In the Export raw data as spreadsheet section, click Export to download one of the options:
Current documents – Downloads a spreadsheet that contains all documents included in your search and filter configuration. After clicking Export, choose Total matches to download both exact and conceptual matches, or Exact matches only to download only exact matches for your search. Read our extended documentation on the Downloads tab for detailed information on the selections that affect your download.
Concept-Filter association scores – Downloads a spreadsheet that includes the association scores between your active concepts and metadata filters.
Concept-Concept association scores – Downloads a spreadsheet that contains the association scores that each active concept has with every other active concept.
Search bar moved to the top of visualization space
As part of our series of single sidebar changes, the search bar is located above feature visualizations in Volume, Galaxy, Drivers, and Sentiment. This change helps make your Daylight experience more universal as you move from feature to feature.
Now, when you search for a concept or select it from a feature visualization, the concept appears in the search bar. If the concept you select is active, the edit active concept icon appears next to the search bar.
If the concept is not in your active concept list, an Add active concept icon appears. Use the Search details and Active concepts tab to view relevant search information or what concepts are currently active.
Collaborative concept lists
Luminoso is excited to announce Collaborative Concept Lists, the most recent set of usability improvements to Daylight. This change helps improve how users save and organize concepts in Daylight. It combines two changes – active concepts and shared concept lists – that work together to improve concept management and exploration.
Before this release:
You could save only one set of concepts per project, for all users.
When one user changed the saved concept list, it updated for all users.
You could use saved concepts to populate visualizations.
You interacted with saved concepts in the Select concepts tab
After this release:
Your existing saved concepts (if any) are converted to a shared concept list named with the date that the list was converted on.
Anywhere that Daylight previously referred to “saved concepts,” you’ll now see “active concepts.
Active concepts are applied for a single user.
You can save your active concepts as a shared concept list to come back to or share with other users.
Any user can save as many shared concept lists as they want.
Shared concept lists are accessible by any user who has access to the project.
You interact with active concepts in the Active concepts tab, in the same location as the Select concepts tab.
Active concepts and shared concept lists
Using active concepts is straightforward and is very similar to how you used saved concepts before. Add any concept to your active concept list by selecting a concept from a feature or the search bar, or by opening and editing an existing shared concept list. Then, save and share any group of active concepts you’d like to keep.
Active concepts:
Allow users to experiment with concepts in a private scratch space.
Encourage exploration of Daylight without fear of losing concepts or making permanent changes.
Let view-only users load shared concept lists and manipulate their own active concepts.
Are persistent after logging out and returning to a project.
Shared concept lists:
Provide better organization of concepts with Shared Concept lists.
Allow exploration of a single project using different lenses, such as service or emotion.
Enhance in-project collaboration for projects with multiple users.
Separate interesting dataset subsets without needing to create multiple Daylight projects.
Concepts remain in your Active concepts list until you delete them or load a different shared concept list. You can add the same concept to multiple shared concept lists. For instance, if the concept “smell” was relevant to two users’ lists, both users could add that concept to their lists. Concepts with the same name that are in multiple lists don’t update universally, since the API assigns every concept in a shared list a unique concept ID number.
Changes that you make in your active concept space are not visible to other users until you save them to a shared concept list. When you select Active concepts in the Configure visualization tab, your current active concepts populate the information in Daylight’s analysis features, like saved concepts did previously.
Active concepts are persistent across features. Additionally, whatever active concepts you had loaded when you log out of Daylight are now present when you log back in.
Once you have one or more shared concept lists set up, you can copy one into your active concepts list to use its concepts in visualizations or to make edits to its contents.
You can create as many shared concept lists as you need in a project. Naming shared concept lists is flexible to meet your analysis and team needs.
To create a shared concept list with active concepts
Use Shared Concept Lists to create a better organization system for your concepts in Daylight and to improve your collaboration with other Daylight users. It’s easy to start using Active Concepts:
Click Add to active concepts in the Active concepts tab to start a new set of active concepts.
Add concepts to your Active Concept List until you have a list you want to save and share to other users. These Active Concepts aren’t visible to other users yet, but will stay in your Active Concept List until you delete them or load a different list.
Note: An Active Concept List with unshared changes displays Unshared changes in italics in the concept list row.
To share and save your active concepts
Open the Share active concepts dropdown, enter a name for your new list, and click Share. The list is saved to the project, and other users can now also work with it.
The section that previously read Unshared changes now displays the name of your new shared concept list.Save a concept to as many concept lists as you want to. When you save a concept to a Shared Concept List, Daylight generates a new concept ID for it, so you can update that concept separately within the Shared Concept List.
To import a shared concept list
Move a copy of the contents of your shared list into your Active concepts list.
Click Import shared concept list and select the name of the shared concept list you want to open from the menu.
Click Open. A message appears informing you that importing a list will overwrite your active concepts.
To edit a shared concept list
Open the Shared Concept List you want to edit.
Open the dropdown under the concept list’s name in the top panel.
Use this section to delete, rename, or update the list with any changes you’ve made to the concepts in it.
After opening a list into your Active concepts list and editing it, click Update “Concept_List_Name” with active concepts to save an updated version of the list.
Enhancements
Save concepts using + icon in Drivers
Now, when you click the + icon to the left of a concept’s name in the Drivers concept list, the concept is added to your active concept list.
This change increases feature parity, since this ability was already available in Volume and Sentiment.
Removed bottom left downloads icon
With this release, we remove the downloads icon from the bottom left corner of the app.
We also remove the Match counts download entirely, since the same information is available through opening Volume, selecting the Export & share tab and clicking Export in the Export current selections as spreadsheet section.
Now, the Concept-Filter and Concept-Concept association scores downloads that you previously accessed through the bottom left download icon are also available in the Export & share tab in the left sidebar.
Select or deselect all suggested concepts
With this release, we make it possible to select, or deselect, the entire contents of the