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Procedure documentationClassifying Documents Locate this document in the navigation structure

 

You classify documents by assigning them to one or more categories of a taxonomy. The classification of documents in taxonomies allows a large amount of documents that belong to a document set to be structured in a clear manner according to topic.

Prerequisites

You have created a taxonomy. For more information, see Creating Taxonomies.

Procedure

To classify documents, proceed as follows:

  • Classify documents automatically.

    The system automatically assigns new documents to particular categories.

    For more information, see Automatic Classification.

  • Classify unclassified documents in the Classification Inbox manually.

    The Classification Inbox shows you which documents have not yet been classified into a category. You can then classify such documents manually. For query-based taxonomies, you see which documents were not found by any of the search queries belonging to a taxonomy. You can also classify these documents manually. You can also display an ordered lists containing classification proposals. Users can select the categories to which a document should belong from this list.

    For more information, see Classification Inbox.

  • Classify single, newly created documents manually.

    You can immediately manually classify a document that you have just created. You do this in the Details dialog box for the document in question.

    For more information, see Manual Classification of Individual Documents.

Differences Between Query- and Example-Based Classification

The process flows are almost the same for query-based and example-based classification. However, you should note the following differences:

  • Manual query-based classification

    If you have manually assigned a document to a particular category of a query-based taxonomy, this manual assignment has priority over automatic classification. The assignment of the document to the category chosen by you takes place regardless of whether the document matches the search query for the category in question. However, it is possible that the same document may also be classified into other categories if it matches the relevant search queries.

  • Manual example-based classification

    If you have manually assigned a document to a particular category of an example-based taxonomy, the document in question is used as a training document for the category to which you assigned it. In contrast, if a document is classified automatically, it is not used as a training document in the future.

Result

You have successfully classified your documents.