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Procedure documentationCreating a Query-Based Taxonomy Locate this document in the navigation structure

 

You create a query-based taxonomy in order to be able to classify documents on the basis of search queries. For more information, see Classifying Documents.

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

Overview for Creating a Query-Based Taxonomy

Create an index

Assign data sources to the index

Create a new folder hierarchy

Use an existing folder hierarchy

Create the root nodes of the folder hierarchy

Copy an existing folder hierarchy

Create the categories of the folder hierarchy

Define the categories of the taxonomy using queries

Result: A taxonomy is created.

Procedure

Creating Query-Based Taxonomies

You have two options when you create a query-based taxonomy:

  • Creating a taxonomy using new folder hierarchy

    Use this procedure if you want to create a query-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 a Query-Based Taxonomy from Scratch.

  • Creating a taxonomy using an existing folder hierarchy

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

Defining the Categories of the Taxonomy Using Queries
  • Understanding the hierarchal structure of taxonomies

    For more information, see Hierarchical Search Queries.

  • Using the Taxonomy Query Builder

    In the Taxonomy Query Builder, you define search queries for the categories of a query-based taxonomy. For more information, see Taxonomy Query Builder.