Getting Started: Configuring Social Analytics

This task describes how to configure a Social Analytics widget.

  1. Open a Social Analytics widget from the Compass.
  2. Optional: Pin the widget to a dashboard; otherwise, you will lose your configuration when you close the widget.
  3. From the widget's splash screen, click Configure.
    The Edit mode opens on the Sources menu. A list of sources available to you is displayed. It is organized in the following sections:
    Section Name Description
    My Corpus

    Shows all the sources you have access to. This section is divided into the following subsections:

    • À My Libraries:

      Shows all the Libraries you are a member of found in your Corpus Manager.

    • 7 Feeds:

      Shows:

      • The Bookmarked articles feed, which contains all the content you or any other user of the platform has ever added an Opinion to with the Opinion Bookmarklet.
      • All the feeds saved to the root of your Corpus Manager.

    • My Communities:

      Shows, in alphabetical order, all the private and secret 3DSwym communities you are a member of, and all the public 3DSwym communities (including the public communities you are not a member of) of the platform.
      Notes:
      • 3DSwym must be enabled on your 3DEXPERIENCE platform.
      • The 3DSwym communities you have unfollowed also appear on this list.
      • 3DSwym community changes (for example, a new community is created) can take up to 4 hours to propagate to Social Analytics.

    Industries LibrariesShows predefined corpora of sources. There is one subsection per industry and each industry is divided into expandable categories.
  4. Select as many sources as you want by selecting the corresponding check boxes. Select at least one source.

    Important:
    • For confidentiality reasons, you will not be able to use this Social Analytics widget with any Potion widget if you select private or secret 3DSwym communities you are not an owner of.
    • If you select feeds saved to the root of your Corpus Manager, the widget will display content from these feeds to you only, including when you are on a synchronized dashboard or when you share this widget with another user.
    • Social Analytics can only retrieve the following types of content from 3DSwym communities: Post.

    To make your selection easier, you can:

    • Select all sources from a section by clicking Select all under the corresponding section name.
    • Select all sources from a subsection by selecting the check box that is next to the subsection name. For example, to select all your Libraries at once, select the My Libraries check box from the My Corpus section.
    • Filter the list of the sources of the My Corpus and Industries Libraries sections by performing the following:
      1. Click under the name of the section you want to filter.
      2. Enter a search word.
      3. Press Enter.
    • Expand Industry Libraries categories by clicking .
    • After having expanded an Industry Library category, you can preview the sources of any of its Industry Libraries by hovering over an Industry Library name and clicking .

  5. From the left sidebar, click Query and define a query as follows:
    1. Select either of the following:
      Option Description
      All The query is not limited to any keyword. The results will include all the content published by the sources you have selected.
      Define a Query Limits the query to keywords or clauses that will be searched in the content published by the sources you have selected.
    2. If you selected Define a Query, click the Search by query field and do all or any of the following:
      • Enter the keywords or clauses of your choice in the field.
        Notes:
        • Keywords are not case-sensitive and accents are ignored.
        • Only the following special characters are accepted: &, @, %, ©, ®, $, ¥, ₡, £, €, ¢, ₩, ₭, ₮.
        • Any special character not mentioned in the list above is ignored, including !.
      • From the autocompletion list that appears when you click the Search by query field, select Boolean operators and facets.
      • From the list of keywords that appears under the Search by query field field, select one or several keywords.
        Note: These keywords are the most popular terms found in the sources you selected in the previous step.

        The keywords you select are added to the Define a Query field. If you add more than one keyword, an AND Boolean operator is also added with each additional keyword.

        Tip: You can change the Boolean operator to another Boolean operator manually.
      • For more information about the syntax you can use, and the clauses and filters you can enter, see Search Operators and Filters.
  6. From the left-hand side, click Period and define a period as follows:
    1. Select either of the following:
      • Your retention to include in the results all the content published by the sources you selected—regardless of their publishing dates— that are found in the retention of your 3DEXPERIENCE platform.
      • Define a period to limit the search to a period of time or a specific date.
    2. If you selected Define a period, enter dates in the From and to fields.

      Tip: You can click the calendar to select dates.

  7. Click Apply.
  8. Optional: Add filters as follows:
    1. Optional: From the Filters sidebar, sort filters by relevance or frequency.

    2. Click filter categories to expand them and select as many of their facets as you want.
      The preview list immediately updates.
    3. Click Apply.
      The filters are saved and added to the query.
  9. Optional: Open and verify the matching content by clicking any domains or titles from the list.
    The corresponding internet pages open in new windows.
  10. Click What is said? to open the chart list and select the chart you want to create. For more information about the available charts, see About Social Analytics Chart Kinds.
  11. Click Create.

    Important: The chart kind you clicked cannot be changed afterward.

Your widget is configured.