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Custom Norming Contexts from Dashboard

This guide walks you through creating and managing custom norming contexts from your user Dashboard.

Creating a New Custom Norming Context​

custom-norm-dashboard

Click New Custom Norming Context to open the upload form. Here’s what each field means:

Required Fields​

  • Name (Required):
    The label used to identify your norming context in the dashboard.

  • Text Column Index (Required):
    Use a 1-based index for the column in your CSV that contains the language samples.

    Example: If your CSV's second column contains the text, enter 2.

  • Contains Header Row:
    Choose Yes if your CSV includes headers in the first row.
    Choose No if the first row is data.

  • Delimiter Type:
    Common choices: comma, tab, pipe, etc. Choose based on how your CSV is formatted.

Optional Filters​

These filters refine which rows are used in calculating the custom norm:

  • Minimum Word Count:
    Only rows with word count >= minimum will be used for norming.
    Defaults to 350 if left blank.

  • Maximum Punctuation:
    Only rows with punctuation score <= maximum will be used.
    If left blank, no punctuation filtering is applied.

Text Column Preview​

Once you've uploaded your CSV and selected the correct Text Column Index, a preview of your text data will appear below the form. Use this to confirm formatting before clicking Create.

Viewing Norming Context Details​

Click on any custom norm name to open its Context Details view (Screenshot 8). This includes:

SectionDetails
NameNorming context name
Version InfoMajor and Minor version numbers
Minimum Word CountThreshold for sample inclusion based on word count
Maximum PunctuationThreshold for sample inclusion based on punctuation score
Pass One ResultsSubmitted vs. analyzed samples, word count, filtered blanks/punctuation
Pass Two ResultsDuplicate set of stats to validate consistency
TimestampsCreated and Modified datetimes

Use this view to audit what was included and filtered in your norming process.

Viewing Your Custom Norming Contexts​

Once you've created norming contexts, they appear in a list view:

  • Name: Clickable link to view details
  • Submitted / Analyzed Samples: Number of input and successfully processed text samples
  • Analyzed Word Count: Total words analyzed
  • Average Word Count: Per-sample word count average
  • Status: Should read Completed once processing is done
  • Delete: Red trash can icon lets you remove any context

Custom Norming FAQ​

This covers best practices for structuring your CSVs when uploading text data for custom norming.

What is the simplest valid CSV format?​

The most basic structure includes:

  • A Unique ID column
  • A Text column containing the content you want to analyze

See below for a basic example:

| Unique ID | Text           |
|-----------|----------------|
| 1         | Text sample 1  |
| 2         | Text sample 2  |
| 3         | Text sample 3  |

Each row is treated as one separate sample of language.

Should each row be one sentence? One conversation?​

That depends on the norming context you are trying to create. The dataset that will be used for norming should be organized in a way that aligns with the way you expect to organize insights later-on for scoring and analysis.

For example:

  • If you plan to analyze transcripts for conversation-level insights, each row should be a full conversation.
  • If you plan to analyze individuals (e.g., per executive or staff member), each row should contain a single person's aggregated text.

Each row = one unit of analysis.

Visit this page for more in-depth information about organizing text for different outcomes.

Can I upload multiple CSV files?​​

To create a custom norm, all language samples must be compiled into a single CSV file. The system does not support combining multiple CSV files into one custom norm.

Will creating a custom norm subtract from my Receptiviti word count allotment?​

The process to create a custom norm is separate from the standard process of scoring a dataset. So, the data uploaded to create a custom norm will not subtract from your total word bank. Your word bank usage will only be dedicated to data analyzed for the purpose of scoring.

Can I delete a custom norm? Can I update a custom norm?​​

Yes, you will have the ability to delete an old custom norm and create a new updated custom norm as needed. For example, you may start with a custom norm based on a dataset of 200 samples. As you collect more data, you may replace that custom norm with a custom norm based on a larger dataset. This would involve deleting the previously created custom norm and uploading a new CSV format custom norming dataset that contains the previously uploaded samples as well as any new samples as rows in the CSV.

Important Notes​

  • You can create as many norming contexts as needed.
  • Only samples that pass your filters will be used to compute custom norms.
  • Custom norming is available only in API V2, and the norm must be selected during CSV upload.