Creating an advanced rules model

Before you begin

Advanced rules workspaces are available only in Knowledge Studio instances hosted in the Dallas or Frankfurt locations.

1. Create an instance of Knowledge Studio in the Dallas or Frankfurt location.
2. From the Manage page of your Knowledge Studio service instance, click Launch tool.

Accessing tutorials from the advanced rules workspace

To view tutorials for creating extractors, click the Get Help button in the upper right corner of the center canvas. You might need to slide the documents bar to expose the icon if the icon is not visible.

Creating an advanced rules model

Advanced rules models are comprised of text extractors that you design in the advanced rules workspace. The advanced rules workspace provides sample text extractors that are ready to use.

1. Create an advanced rules workspace

   1. Launch the Knowledge Studio application.
   2. If you already have other workspaces, click Create workspace.
   3. Click Create advanced rules workspace. Enter a name for your workspace, then click Create. The advanced rules workspace loads after a few seconds.

2. Create a new project (optional)

   

   1. In the Projects tab of your workspace, click the New button.
   2. Enter a name for your project and click Create.

   For more information, see Managing projects and extractors

3. Add documents to your project

   

   1. Click the Add Documents button.
   2. Select the file type and language of your file.
   3. Click Choose File and select a file to upload.
   4. Click Add to add your file to the project.

4. Create an extractor

   1. Follow the tutorials from the Get Help menu to create and run extractors. See Managing projects and extractors > Creating an extractor.

5. Run your extractors on documents

   1. Right-click the extractor on the canvas and click Run Selected from the menu.
   2. Alternatively, select the extractor and click Run Selected from the extractor toolbar.
   3. To run multiple extractors, select them and click Run Selected in the toolbar. When the extractor has finished running, click the Results pane to view the output. The results are highlighted in the Documents pane as well.

   For more information, see Managing projects and extractors > Running an extractor

6. Export your model

   1. Click Save to save your model.
   2. In the Extractors pane, right-click an extractor category, or right-click a single view under an extractor category. Click Export.
   3. If you want the model to be able to analyze HTML content and output spans over the HTML tags in Natural Language Understanding, select Enable Detagging.
   4. Enter the Name of file, then click OK.

   Exporting a model from a Category, if multiple concepts internally use the same names for one or more output views, is expected to fail when deploying to Discovery or Natural Language Understanding.