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Procedure documentationCreating an Example-Based Taxonomy Locate this document in the navigation structure

 

You create an example-based taxonomy to be able to classify documents on the basis of example documents. For more information, see Classifying Documents.

You have two options when you create an example-based taxonomy — you can either create it from scratch or use an existing folder hierarchy.

Overview for Creating an Example-Based Taxonomy

Create an index

Create a new folder hierarchy

Use an existing folder hierarchy

Assign the data sources that contain the relevant example documents to the index

Train the categories of the taxonomy using the existing folder hierarchy (automatic assignment of data sources to index)

Create a new folder hierarchy

Train the categories of the taxonomy manually using example documents

Reindex by data source

Assign further data sources to the index (optional)

Result: A taxonomy is created.

Procedure

Creating an Example-Based Taxonomy

You have two options when you create an example-based taxonomy:

  • Creating a taxonomy using new folder hierarchy

    Use this procedure if you want to create an example-based taxonomy and corresponding folder structure from scratch. That is, you do not want to use an existing folder hierarchy for the taxonomy. For more information, see Creating an Example-Based Taxonomy from Scratch.

  • Creating a taxonomy using an existing folder hierarchy

    Use this procedure if you want to create an example-based taxonomy based on an existing folder hierarchy. For more information, see Creating an Example-Based Taxonomy Using a Folder Hierarchy.

Performing the Initial Training of Example-Based Taxonomies

You use the Taxonomy Trainer to carry out the initial training of example-based taxonomies. You use this function after creating a new taxonomy folder. For more information, see Taxonomy Trainer.