This documentation supports the 20.02 version of BMC Helix Platform. 
To view an earlier version, select 19.11 from the Product version menu.

Training and testing the cognitive service for a custom application

To use BMC Helix Platform Cognitive Service for auto-categorization and auto-assignment, administrators must train the cognitive service. You can update the sample data set or create new data sets and must use the data sets in existing or new processes or rules for the application. 

You can create data sets in the following ways: 

  • By using a CSV file
  • By using application data

You must specify the percentage of data that can be used for training the cognitive service. By default, 80% of the data set is used for training and 20% is used as test data. 

Process for training and testing BMC Helix Platform Cognitive Service

The following image explains the tasks that an administrator must perform to train and test the cognitive service by using a CSV data set or application data:

The following tables describes the steps to train and test the cognitive service:

Create data sets
Type of data setTaskDescriptionReference
CSVCreate a CSV data setCreate the CSV data set according to the defined structure and guidelines.
Upload the CSV fileUpload the CSV data and specify the percentage of rows that you want to use as training data and test data. The system randomly splits the CSV file into training data set and test data set.
Application data(Optional) Upload seed data

To start the cognitive service training, initially you might not have application data. In this case, the seed data acts a startup data for machine learning. The cognitive service learns by using the seed data initially and then picks up the application data.

Note: The seed data is provided in a CSV file.

Specify the application data that you want to use for training

You must select the fields in the record definitions from which data is used for training and test the cognitive service. To ensure that the training data does not go beyond the limit specified by IBM Watson, you can define a condition to further filter the data.

Example: You select the Service request record definition, and the Summary and Category fields in that record definition. You also define a condition such as Status = Open and Priority = High so that only the data which matches these conditions is used for training.

Train the BMC Helix Platform Cognitive Service

CSV

Train the cognitive service


Select the CSV training data set that you uploaded earlier to train the cognitive service.

Application data

Select the application data that you specified earlier to train the cognitive service.

Evaluate the cognitive service training
CSV and Application dataEvaluate whether the cognitive service is trained correctly.After you train the cognitive service, you can evaluate the cognitive service training for auto-categorization or auto-assignment. For auto-assignment, the cognitive service returns the login IDs of the assignee. When you create assignment training data sets, you must ensure that the assignee belongs to the Agents group in the Foundation library.

Before you begin

Before you train or test the BMC Helix Platform Cognitive Service by using the CSV file or by using application data, ensure that you have completed the following tasks:

 To upload a CSV file

After creating the CSV data set, perform the following steps to upload the CSV file:

  1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab. 
  2. Click the configuration that you created for training the cognitive service.
    For example, select My application > Cognitive Training.
  3. Based on the value defined in the Classification-Service-Provider setting, one of the following tabs is displayed:

    ValueTab
    WATSON

    Auto-classification Training and Evaluation - IBM Watson


    NATIVE

    Auto-classification Training and Evaluation - BMC Native (Google)

  4. From the selected tab, in the Data Sets section, click New, and select CSV Data Set.

    The following image is an example of uploading CSV data sets:
  5. Fill out the Data Set Name and Description fields. 

  6. In Training Type, the option is populated automatically based on the value defined the Classification-Service-Provider setting. 
    You cannot change this option.
  7. In CSV File, select the CSV training data set file that you created earlier. 
  8. From the Locale list, select the locale of the training data set. 

    Note

    Arabic (ar) and Japanese (ja) locales are not supported, for BMC Native (Google) for natural language classification.


  9. In Training Data, select the percentage of the CSV data that you want to use as training data. 
  10. In Testing Data, the percentage of CSV data that you want to use as test data is automatically calculated according to the Training Data percentage. 
  11. Click Save

To use application data in a training data set

Perform the following tasks when you want to use application data to train and test the BMC Helix Platform Cognitive Service:

 To upload seed data

  1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
  2. Click the configuration that you created for training the cognitive service.
    For example, select My application > Cognitive Training.
  3. Click Configure Training Data Sets
  4. On the Training Data Sets section, click New, and select Platform Data Set.
  5. Fill out the Data Set Name and Description fields. 

  6. In Training Type, the option is populated automatically based on the value defined the Classification-Service-Provider setting.
    You cannot change this option.
  7. In CSV File, select the CSV data set file that you created earlier. 
  8. From the Locale list, select the locale of the training data set.

    Note

    Arabic (ar) and Japanese (ja) locales are not supported, for BMC Native (Google) for natural language classification.

  9. In Record Definition Name, select the record definition that you want to use to provide data to the cognitive service.
  10. In Text Fields, click Add/Remove Text Fields and select one or more text fields that contain the text values for the cognitive service to classify. If you select more than one text fields, the values are concatenated.
  11. In Category Fields, click Add/Remove Category Fields and select one or more category fields to classify the values in the text fields. If you select more than one text fields, the values are concatenated.
  12. Click Save.

 To specify application data that you want to use for training and testing

  1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
  2. Click the configuration that you created for training the cognitive service.
    For example, select My application > Cognitive Training.
  3. Click Configure Training Data Sets
  4. On the Training Data Sets section, select one of the following options:
    • If you have not uploaded seed data, click New, and select Platform Data Set.
    • If you have uploaded seed data, click the name of the data set in which you uploaded the seed data.
  5. Modify the data set in which you have uploaded the seed data.

     If you have uploaded the seed data
    1. On the Edit Platform Data Set page, in Record Definition Name, select the record definition that you want to use to provide data to the cognitive service.
    2. In Text Fields, click Add/Remove Text Fields and select one or more text fields that contain the text values for the cognitive service to classify.
    3. In Category Fields, click Add/Remove Category Fields and select one or more category fields to classify the values in the text fields.
    4. (Optional) In the Data Split section, in Training Data, specify the percentage of data that you want to use as training data.
      For new data sets, by default, 80% of the CSV seed data is used as Training Data and remaining 20% is used as Test Data. For existing data sets, 100% of the rows are used as training data.
      The percentage of CSV data that you want to use as Test Data is automatically calculated according to the Training Data percentage.

    Specify the application data that you want to use for training.

     If you have not uploaded the seed data
    1. On the New Platform Data Set page, fill out the Data Set Name and Description fields. 
    2. From the Locale list, select the locale of the training data set.

      Note

      Arabic (ar) and Japanese (ja) locales are not supported, for BMC Native (Google) for natural language classification.

    3. In Record Definition Name, select the record definition that you want to use to provide data to the cognitive service.
    4. In Text Fields, click Add/Remove Text Fields and select one or more text fields that contain the text values for the cognitive service to classify. If you select more than one text fields, the values are concatenated.
    5. In Category Fields, click Add/Remove Category Fields and select one or more category fields to classify the values in the text fields. If you select more than one text fields, the values are concatenated.
    6. In Data Split, in Training Data, change the percentage of data that you want to use as training data.
      The percentage of Test Data is automatically calculated.

    The new training data set is displayed in the Auto-classification Training and Evaluation section. An administrator can delete the training data set or create a copy of the existing training data set. 

  6. Click Save.

 To train and test the cognitive service

After you have uploaded the CSV data set or selected the application data, you can train and test the cognitive service. 

Best Practice

BMC recommends that you do not change the value defined in the Classification-Service-Provider setting if the status of the training data set is Training. If you change the value defined in the Classification-Service-Provider setting, the training data set with status as Training is not displayed in the grid.

  1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
  2. Click the configuration that you created for training the cognitive service.
    For example, select My application > Cognitive Training.
  3. In the Auto-classification Training and Evaluation section, select the training data set that you want to use for training, and click Train and Test.
    The data set is randomly split into training data set and test data set based on the percentage that you specified earlier. 
    The status of the training data is changed to Training and when the training is completed successfully, the status of the training data set is changed to Trained.

Important

If the status of the training data set is Trained and if you change the value defined in the Classification-Service-Provider setting, then the Auto-classification Training and Evaluation section displays the data sets from the Classification-Service-Provider you selected. The trained data sets from the earlier Classification-Service-Provider are not displayed in the grid.

You do not lose the trained data sets after you change the Classification-Service-Provider. The data sets will be displayed when you switch back to the other Classification-Service-Provider.

Where to go from here

Evaluating the cognitive service test results

Related topic

Testing the chatbot training data to improve predictability

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