Creating a Query-Based Taxonomy Using a Folder Hierarchy

You need to create an index before you can create a query-based taxonomy. You do this in the Index Administration iView in index administration.

You now assign data sources to the newly created index in the same iView. You want to index these data sources and create a taxonomy for them.

You want to base the taxonomy on an existing folder hierarchy. To do this, create a new taxonomy in the Index Administration iView, and copy the existing folder hierarchy into this taxonomy. You new taxonomy now has the same folder structure as the existing folder hierarchy.

For each folder in your folder hierarchy, you now define the categories of the query-based taxonomy using a search query. These queries define which documents are later classified into the categories. You define the queries in the Taxonomy Query Editor iView ( Content Manager  Taxonomy Query Editor. For more information, see Defining Search Queries (Simple View) )