This guide walks you through the complete process of onboarding a building to Expert Center, from initial access to final push.
Before starting the onboarding process, you'll need:
Located in the header of an Organization's Console, select Expert Center button. This will redirect you to the Expert Center's organization page.
From the Organization Overview, if the list of buildings is empty, select PULL to ingest data from an organization's knowledge graph into Expert Center.
From the Organization Overview, select a building from within the Buildings table by clicking anywhere in a building's row.
From the Building Overview, select a connector from Connectors table by clicking anywhere in a connector's row (most common: Mapped UG / CSV).
Don't see the connector you're looking for? Try running PULL.
Initially, processing has not been run and all Entities are Unprocessed. We recommend familiarizing yourself with Entities within the Queue to prioritize the queue and develop an understanding which patterns should be prioritized.
From the Connector Overview, select Queued from the Labeling Progress bar. This will navigate to the Label View > Entities tab, where you can identify textual patterns in name and description to determine which patterns should be prioritized for assignment.
π Read more on the labeling workflow
From anywhere within a Connector, select Assign, then specify a labeler's email, max quantity, base type (e.g. Point), and Text Pattern (optional). Repeat assignment for your entire team.
π Read more on assigning labeling tasks
In the Label Interface > Entities tab, label assigned entities.
π Read more on labeling entities
After initial assignments are completed, it's time to run processing. This will take anywhere from 30-90 minutes depending on the volume. Monitor Jobs table to verify processing has successfully completed.
π Read more on how to run processing
From the Connector Overview page, select status from Inference Results progress bar to view specific processing status, or select Review from header to view all processed results.
π Read more in the Review Step
From the Review Page > Source Entities tab, review inferred results with Low Confidence. Patterns of inferred Entities with Low Confidence are automatically added to the queue, however you have the ability to Approve Entities.
From the Review Page > Source Entities tab, review inferred results with High Confidence. Entities can be Declined, which will be added to the queue for additional labeling.
From the Review Page > Derived Entities tab, review a list of Derived Entities and decline rows.
π Read more on review actions
If the prediction accuracy is below your target:
π Read more in the Unify Step
π Read more in the Push Step
Run GraphQL queries to ensure correct: