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Community Manager
November 10, 2016
Question

Changes in PTC's November Web Release: Your Case Opening Experience, Related Content in Articles, and More

  • November 10, 2016
  • 39 replies
  • 12753 views

This Thursday November 10th, a new set of improvements to your web experience at PTC will be rolled out. These include changes to the PTC Case Logger, Knowledge Base Articles and more.

 

New Case Logger

After encouraging results from a proof of concept earlier this year, we're simplifying the case opening process, and using some advanced technology, which we call "Dylan", to give you the best chances of solving your issue on the spot. Dylan takes questions and issue descriptions in natural language and suggests high confidence solutions, based on the associations our engineers have made in the past for similar cases. Descriptions in English and all major European languages are handled, and if any of the results is associated with a pending recommendation for one of your connected products, it will be highlighted.

 

In case Dylan doesn't come up with a suitable solution, or if you still have questions, you can continue to the next page to open a case. The engineer you work with will review the solutions already shown before contacting you, saving time for everyone.

 

FAQs:

 

1. Does this tool replace the Index Search ?

No. Index Search is still PTC's one-stop repository, quickly serving rich content which can be easily filtered and navigated. As well as articles, the index search contains help center topics, reference documents, community threads, video tutorials and more. We recommend starting here to find answers to any questions you have about PTC's products.

 

2. How can I get the most relevant articles when using the new case logger?

Because the engine behind the scenes is processing natural language, plain descriptions as you would explain to an engineer handling your case work best, and longer descriptions also usually give better results than shorter ones.

 

3. What is the underlying technology?

The PTC Datalabs team used a neural network algorithm and deep learning technologies to create finely tuned "models" specifically for PTC's products.

The model "learns" the words and word arrangements used to describe problems over many years, and importantly, the association with a specific article.

Dylan is not a search engine. In fact, it can happen that some articles suggested will not contain any the words entered in an issue description or question, but will still be relevant. Dylan finds hidden relationships between words to direct us to solutions.

 

Articles: Related Content Expanded

 

Last release, we introduced a new dimension to the article viewer to show other content sources such as Product Documentation, Help Topics, and Community Threads which are referencing the current article. As this feature was heavily used, we decided to expand the scope, adding a section called "Others also liked". As the name suggests, once a handful of readers have liked the article you're reading, and share common likes of other articles, we'll display them for you to explore.

 

Here's a short video to introduce both of the above features:

 

 

Other Changes this Release

 

For a full set of release notes for the November 10th ("16.4") web release, see here.

 

Feedback

In case you have feedback about the new case logging experience, affinity-related content in articles, or any of the other changes in this release we'd love to hear it. Please use comments on this post, or open an Idea in this Community Group. We're constantly looking to incorporate your suggestions as we iterate and continually improve this service.

39 replies

avillanueva
23-Emerald I
23-Emerald I
November 11, 2016

Ok, this is a nit but please fix this.  Every time I go to the knowledge base site, I see the banner message about the new updates to the case logger.  The problem is that banner is delayed and pops between the tabs and the search field for the knowledge base.  Just as you are about to click into the search field window, the banner actives and search field scrolls down. You end up clicking the banner taking you to this posting.  Can you make the banner appear somewhere else?

PeterCaseCommunity ManagerAuthor
Community Manager
November 14, 2016

Thanks for making us aware of this. The delayed rendering of the banner is indeed causing some usability issues with the search box. Sorry for this inconvenience. We'll look into whether this can be addressed by a configuration or performance tweak and get back to you.

23-Emerald IV
November 14, 2016

It would be nice to be able to mark the banner message as read so it doesn't keep showing up (like the critical alerts).

15-Moonstone
November 16, 2016

Peter Case‌,

I see that Domingo Hermosillo‌ has created a post regarding some javascript issues he is encountering.  He suggests giving a way to bypass it.

Dylan (Case Logger) becomes unresponsive

I have a different use case for bypassing it.  I create a good number of "customization" cases to obtain some guidance from TSEs on how to accomplish certain things in Windchill.  A current example is that I'd like to learn how to use some Java code in a Windchill workflow to accomplish something.  But jumping through all of the hurdles is certainly non-value-added for me.  I'd like to go straight to a location where I can open the case directly.  Perhaps I've already searched the KB and can't find anything.  And I know that my requirements are pretty custom, and Dylan won't help me very much.

I also notice that the main page (https://support.ptc.com/apps/case_logger_viewer/cs/auth/ssl/log) says "If Dylan cannot provide the answer to your issue, just click the link at the bottom of the page to open a case".  However, I don't see any link at the bottom of the page.  Maybe it appears after I've taken the time to put in the product and some text into the "tell us about the issue" textbox?

15-Moonstone
November 16, 2016

I'm also thinking that "product release" and "datecode" was remembered in the previous version of the case logger, so we didn't have to keep putting that information in each time.  Is that true?  Can that be turned back on?  It would also be good to remember "techincal area" too, to be honest.

23-Emerald IV
November 16, 2016

Yes, everything was definitely remembered before.

I just had my first experience with Dylan last night.  I entered quite a bit of technical information (specific error messages in quotes) and was still given 69 articles to review.  Almost none of them had any relevance to the specific information entered.  It seems like entering information inside double quotes would quickly whittle down the results.  Maybe it's just ignoring the quotes.  Not sure yet...

PeterCaseCommunity ManagerAuthor
Community Manager
November 16, 2016

Hi Ben,

Sure, Dylan won't resolve everything (at least for now), but if someone else reported the same or a similar issue, and we have a public article for it, there's a very good chance that it will be shown, saving time and effort. Manual and automated testing showed good results, even for some of the more obscure issues, and the analytics from the first few days in production have surprised us all (in a good way!)

In case you don't find what you need, then clicking the link "If you are still unable to solve your issue, click here" will take you to the next page, but retain the Product and Description from the first page. We also save some values from the previous case you opened to minimise effort. SCN was one - I'll need to check the others.

We don't have a way to jump straight to the second page, but have made every effort to decrease complexity and increase chances of solving your issue in an instant.

We'll keep tuning the models every few weeks, based on new case data and updated articles, so that results continue to improve.

PeterCaseCommunity ManagerAuthor
Community Manager
November 16, 2016

Hi Tom (and Ben),

I'm checking what we retained from previous cases with the old case logger. To my knowledge nothing changed there.

Tom - I'll have a look into your attempts. Being more verbose with your issue description should work well, but as you've seen, the quotes would not make any difference, as Dylan is not an index search (see FAQ #3 above).

We may be able to better tune the back end to give you more relevant results. Let's see. I'll respond again once we've had a look.

15-Moonstone
November 16, 2016

The "click here" link is not working for me once I fill out the product and issue and click submit.  Similar to Ben, I usually exhaustively research my issues in the knowledgebase, community forums and google search, so by the time I create a case, Dylan is just an obstacle I have to bypass.

Marco Tosin
21-Topaz I
21-Topaz I
November 17, 2016

Hi Peter,

yesterday I wrote a comment to this article: https://support.ptc.com/appserver/cs/view/solution.jsp?source=subscription&n=CS67357, asking if the same result explained in the article could be achieve with a query builder report.

This morning I received a reply from TS, but I think that support should be a little be clear when giving answer.

If I ask something, in my opinion, the answer should be first a Yes or No.

This answer I got is too generic:

Please visit our E-Support Portal http://support.ptc.com and open up a new case using the Link to  Create a New Support Case.

Please include any errors/ issues etc. that you ran into when following the Steps documented in our Article.

Why I have to open a case if I haven't got any issue?

See below image

Case.PNG

Marco